Funda m entals of Earned Value Manag m e nt · • Budgeted cost for work performed (BCWP), is the...
Transcript of Funda m entals of Earned Value Manag m e nt · • Budgeted cost for work performed (BCWP), is the...
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Welcome to Lesson 41
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 objec tive for this lesson is to describe how the contractors monthly performance management information is documented in the Integrated Program bull Management Report ( IPMR) and submitted to the Government IPMR This lesson includes two topics bull
bull Topic 1 IPMR Formats
bull To p ic 2 Submission Requirements bull
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In this topic you will
bull Given Integrated Program Management Report IPMR) Formats 1 to 7 and the IPMR Data Item Description DID) recognize the main purpose of each format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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
bull Budgeted cost for work performed (BCWP) is the representation of the total accomplishment to date and or in a given month
bull Actual cost of work performed (ACWP) is the cost actually incurred in accomplishing work performed (or actual cost)
bull Actual and projected task starts and completions as recorded in the Integrated Master Schedule ( IMS)
bull Updated estimates at completion (EAC) for all work developed at the control account level and the contrac tprogram as a whole
bull
IPMR The results of these measurements are reported in the contractors IPMR
bull
bull
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Uses of the IPMR
The Government uses the IPMR to understand the contractors 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
bull Integrating cost schedule and technical performance data
bull Identifying potential problem areas that may cause significant cost and schedule variance
bull 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 sta tus
IPMR
lnteirated Product
Team (IPT) bull ii I Paige 4 of27 I
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Uses of the IPMR
The Government uses the IPMR to understand the contractors 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
bull Integrating cost schedule and technical performance data
~_ _ variance
Long Descr iption
bull Identifying potentiltgtbull ____ ______ ___ _ middot-__~__-
bull Providing valid tim
The IPMR is used by the estimators and financial technical per formance st
The IPMR is a communication tool be tween the contrac tor and the Integrated Product Team ( PT)
rs cost ost schedule and
IPMR
lnteirated Product
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The IPMR DID
The IPMR is required per DoDI 500002 when EVM applies It combines the legacy Contract Performance Report (CPR) and IMS into one integrated Data I tem 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 a fter July 2012
You can find a copy o f the lPMR DID a t the o fficial source for all DIDs on the Defense Logistics Agencys (DLA) website httpguicksearchdla milgsDocDe tailsaspxident number=278901
Prior to July 2012
Contract Performance Report (CPR) After July 2012
IPMR bull
Integrated Master
Schedule IMS)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
The IPMR DID
The IPMR is required per DoDI 500002 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) The IPMR DID applies to all future contracts awarded based on solicitations or requests for proposals issued on or after July 2012
You can find a copy of the IPMR DID at the official source for all DIDs on the Defense Logistics Agencys (DLA) website htt
Long Description
Prior to July 2012 the Contact Performance Report (CPR) and Integrated Master Schedule ( IMS) were used These two documents were replaced by the IPMR after July 2012
IPMR bull
Integrated Master
Schedule (IMS)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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
Work Breakdown Structure
The Lightweight Assault and Reconnaissance (LAR) program JPT identified high-risk WBS elements The LAR PM tailored the CORL for the
lAR Vehicle
JPMR to require insight into those elements 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 Frame Pov1er Package
Drive Train Annament lesson to demonstrate how the contractor reports EVM information in the JPMR
Engine Power
Transport
I I
Combustion Ignition
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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 Descrip tion
LAR Work Breakdown Structure levels LAR vehicle is level tructure 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 Primaryelements 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
Systemsare level 5 stemming from Engine Engine is highlighted EngineeringOne of those high- risk ele~-------------------P--shy
which is highlighted on the WBS to the right
We will follow the Engine WBS element in this Frame Pov1er Package
Drive Train Annament lesson to demonstrate how the contractor reports EVM information in the JPMR
Engine Power
Transport
I I
Combustion Ignition
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
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
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 1 The next few pages take a closer
Reports cost and schedule performance data by product-oriented Work Breakdown Structure WBS)
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 2 The next few pages take a closer
Reports cost and schedule performance data by the contractors organizational structure also known as the OBS (eg Functional or Integrated Product Team IPT))
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 3 The next few pages take a closer
Reports changes to the PMB
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 4 The next few pages take a closer
Reports starting forecasts
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 5 The next few pages take a closer
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 de fined in the DID rjlust selecteach
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 6 The next few pages take a closer
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 7 The next few pages take a closer
Defines the time-phased historical and forecast cost submission data
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
Purpose Contents I Example
The purpose of Format 1 is to
bull Provide cost and schedule performance management data by the con tractual WBS
bull Report cost and schedule variances at the bull lowest reporting level identified in the CORL for the current period and on a cumulative basis IPMR
bull Present contractors management range of estimated costs (best case most likely worst bull Format 1 case) of the authorized contractual scope at the total contract level Additionally provide the contractors latest revised estimate for each WBS element scope of work bull
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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 de tails performance data including
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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Format 1 bull 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 MSllisectUL~ample_------------------------~---- For each WBS element Format 1 details perform
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Budget ed cost for work sc heduled ( BCWS)
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
You must select each tab to move on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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 The BCWP may also be called the earned value
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oriented WBS In simplest terms
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC
Actu al cost o f w ork perform ed (ACWP)
The cos ts ac tually incurred and recorded in accomplishing the work performed within a given time period
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oriented wes In simplest terms
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- 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)
bull Budgeted cos t for work scheduled csewsl SV is the difference between the sewP and sews
bull Budgeted cos t for work performed CsewPl sv = sewP - sew s
bull Actual cost of work performed (AeWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- 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 variance (CV)
bull Budgeted cos t for work scheduled (BCWSl CV is the difference between BCWP and ACWP
bull Budgeted cos t for work performed (BCWP) CV = BCWP - ACWP
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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
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oriented WBS In simplest terms
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 1 bull 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 MSllisectUL~amplel =--1__~-r~~~~~~~~~-------i
For each WBS element Format 1 details perform Esti m at e a t completion ( EAC)
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Format 1 includes a range of management EACs (best case worst case most likely) that include contrac t shylevel 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 trac tor must be able to explain any differences
EAC is the actual cost o f 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 con trol account level
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails performapnc-e_dataincluding______________ ll
Variance a t completion (VAC)bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP) VAC is the difference between the BAC and EAC
bull Actual cost of work performed (ACWP) VAC = BAC-EAC
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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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
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686 24626 23188 25235 -14385 -204 7 36301 37517 -1216
111 - Frame 1057 1065 823 08 242 20398 17833 18535 -2565 -702 27097 27813 -716
112 shySuspension 3437 3796 4978 359 -1182 55925 56749 63383 824 -6634 78033 81465 -3432 Steering
113 - Power Package 3955 8538 7221 4583 1317 87049 83739 90848 -331 -7109 114551 119892 -5341
1131shyEngine 128 4 2771 2344 1487 427 28256 27182 29489 -1074 -2307 37183 38917 -1734
Note I PMR Format 1 va lues are in t housands of dollars ($)
Select to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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 1
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686
111 - Frame 1057 1065 823 08 242
112 shySuspension 3437 379 6 4978 359 -1182 Steering
113 - Power Package 3955 8538 7221 458 3 1317
1131 middot 128 4 277 1 2344 1487 427 Engine
Note IPMR Format 1 va lues are in t housan
calculat e schedule and cost variances
Using the current period data for WBS element 1131 - Engine the current period SV is
BCWP - BCWS = SV
2771 - 1284 = 148 7 ( favorable)
Using the current period data for WBS element 1131 - Engine the current period CV is
BCWP - ACWP = CV
2771 - 2344 = 42 7 ( favorable)
-121 6
-716
-3432
-5341
-1734
Selec t to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented WBS In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents I Example
Long Description
This segment o f the IPMR Format 1 displays cost and schedule performance data by task item for the Prime Vehicle its Frame SuspensionS teering and Power Package including the Power Packages 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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 (eg hardware software services data or facilities ) which are the contractors responsibility and at the level the contractor needs for proper management control (MIL-STD-881 section 131)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
__________Purpose Contents Example
The purpose of Format 2 is to
bull Detail by OBS ca tegory current and cumulative bullperformance data
bull Collect organizational cost information at the IPMRtotal contrac t level for the organizational elements andor IPT rather than for individual bull wes elements Format 2
bull Identify major subcontractors and material separately
bull
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f reporting
bull Format 1 is WHAT is being built (produc ts)
bull Format 2 is WHO is responsible for building i t (organizations or IPTs)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f performance dat a
reporting bull sews
bull Format 1 is WHAT is being built (produc ts) bull BCWP
bull Format 2 is WHO is responsible for building i t bull ACWP
(organizations or IPTs) bull CV
bull sv
bull SAC
bull EAC
bull VAC
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Format 2 - Organizational Breakdow n Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
current Period Cumulative to Date At Completion
Item Variance Variance ACVP ACVP Budgeted Estimated Variance
BCWS BCWP Schedule Cost BCWS BCWP Schedule Cost
a Organizational Category
2A - Program Office 281 281 304 (22) 4265 4265 4421 (156) 9477 9635 (158)
28 -Program Control 104 92 91 (12) 2 1358 1350 1255 (8) 95 3159 3100 59
2C Support Service 219 199 201 (20) (2) 1946 2079 2122 133 (43) 4422 4745 (323)
20 Manufacturilg 475 423 471 (52) (48) 3412 3073 3380 (339) (307) 7581 7585 (4)
2E Qualily Assurance 140 161 168 21 (7) 2079 1778 1965 (301) (187) 4422 4705 (283)
2F -Procurement 248 298 289 50 9 4069 4157 4170 88 (13) 8845 8860 (15)
2G -Encopyneering 751 653 756 (98) (103) 10867 9634 11243 (1233) (1609) 25271 26057 (786)
Note IPMR Format 2 va lues are in t housands of dollars($) You must select each tab to move on Q
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
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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
bull Compare baseline data from the beginning of the period to the end o f the period to identi fy any bull changes
bull Focus analysis on authorized changes to the IPMR PMB during the reporting period
bullbull Include data to identify total negotiated Format 3 changes to the contract and other important contractual information
bull Include the contractual planned and expected bull completion dates for the scope of work
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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
bull Contract data
bull PMS Beginning o f Period BOP)
bull PMS End of Period EOP)
bull Changes to the PMS
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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 Cont ract data
bull Contract data Data includes
bull PMS Beginning o f Period BOP) bull Original negotiated cost
bull PMS End of Period EOP) bull Negotiated contract changes
bull Changes to the PMS bull Estimated cost of upriced work
bull Contract budget base CBS)
bull Total allocated budget TAB)
bull Work completion dates
bull Management reserve MR)
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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
81dgeted Cost for Vork Sctleduled (SCWS) (NaiQiroolab10)BC1NS Undistrmiddot Cumushy BC1NS deg TotalItem Reporting Six Period Forecast Enter Specified Periods ibutedlative BudgetPeriod Budget
to Date Nov Dec Jan Feb Malt Apr Q3 15 Q415 Qll6 Q216 TC
325663 19608 20724 23685 21166 20399 26996 13026 630502 lll~lllllHll middotmiddot Time-phased BCWS for an
Baseline authorized change Changes
Authorized 256 256 256 256 1280 During
Reporting Period CR middot 10 1 PMB (End of Period) 34527
l 20724 23685 21422 20655 27252 13282 18564 39980 35890 323 10 32747 00 631782
Management 15987Resen1e
Total 647769
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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 timeshyphased 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
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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
bull Provide staffing data that can be plotted and correlated to major milestones and activities on the contrac t schedule to assess the accuracy bull of labor estimates
bull Analyze projected staffing levels for consistency IPMR with scheduled activities
bull The Government and the contractor may negotiate Format 4 staffing to be reported in hours equivalent months or total headcount
bull
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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 contractors 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
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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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 T ime 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
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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
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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 sta ffing 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
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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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 (EVMmiddotCR)
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----
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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In this topic you will
bull Given Integrated Program Management Report IPMR) Formats 1 to 7 and the IPMR Data Item Description DID) recognize the main purpose of each format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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
bull Budgeted cost for work performed (BCWP) is the representation of the total accomplishment to date and or in a given month
bull Actual cost of work performed (ACWP) is the cost actually incurred in accomplishing work performed (or actual cost)
bull Actual and projected task starts and completions as recorded in the Integrated Master Schedule ( IMS)
bull Updated estimates at completion (EAC) for all work developed at the control account level and the contrac tprogram as a whole
bull
IPMR The results of these measurements are reported in the contractors IPMR
bull
bull
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Uses of the IPMR
The Government uses the IPMR to understand the contractors 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
bull Integrating cost schedule and technical performance data
bull Identifying potential problem areas that may cause significant cost and schedule variance
bull 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 sta tus
IPMR
lnteirated Product
Team (IPT) bull ii I Paige 4 of27 I
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Uses of the IPMR
The Government uses the IPMR to understand the contractors 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
bull Integrating cost schedule and technical performance data
~_ _ variance
Long Descr iption
bull Identifying potentiltgtbull ____ ______ ___ _ middot-__~__-
bull Providing valid tim
The IPMR is used by the estimators and financial technical per formance st
The IPMR is a communication tool be tween the contrac tor and the Integrated Product Team ( PT)
rs cost ost schedule and
IPMR
lnteirated Product
Team (IPT) bull ii I Paige 4 of27 I
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
The IPMR DID
The IPMR is required per DoDI 500002 when EVM applies It combines the legacy Contract Performance Report (CPR) and IMS into one integrated Data I tem 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 a fter July 2012
You can find a copy o f the lPMR DID a t the o fficial source for all DIDs on the Defense Logistics Agencys (DLA) website httpguicksearchdla milgsDocDe tailsaspxident number=278901
Prior to July 2012
Contract Performance Report (CPR) After July 2012
IPMR bull
Integrated Master
Schedule IMS)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
The IPMR DID
The IPMR is required per DoDI 500002 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) The IPMR DID applies to all future contracts awarded based on solicitations or requests for proposals issued on or after July 2012
You can find a copy of the IPMR DID at the official source for all DIDs on the Defense Logistics Agencys (DLA) website htt
Long Description
Prior to July 2012 the Contact Performance Report (CPR) and Integrated Master Schedule ( IMS) were used These two documents were replaced by the IPMR after July 2012
IPMR bull
Integrated Master
Schedule (IMS)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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
Work Breakdown Structure
The Lightweight Assault and Reconnaissance (LAR) program JPT identified high-risk WBS elements The LAR PM tailored the CORL for the
lAR Vehicle
JPMR to require insight into those elements 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 Frame Pov1er Package
Drive Train Annament lesson to demonstrate how the contractor reports EVM information in the JPMR
Engine Power
Transport
I I
Combustion Ignition
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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 Descrip tion
LAR Work Breakdown Structure levels LAR vehicle is level tructure 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 Primaryelements 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
Systemsare level 5 stemming from Engine Engine is highlighted EngineeringOne of those high- risk ele~-------------------P--shy
which is highlighted on the WBS to the right
We will follow the Engine WBS element in this Frame Pov1er Package
Drive Train Annament lesson to demonstrate how the contractor reports EVM information in the JPMR
Engine Power
Transport
I I
Combustion Ignition
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
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
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 1 The next few pages take a closer
Reports cost and schedule performance data by product-oriented Work Breakdown Structure WBS)
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 2 The next few pages take a closer
Reports cost and schedule performance data by the contractors organizational structure also known as the OBS (eg Functional or Integrated Product Team IPT))
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 3 The next few pages take a closer
Reports changes to the PMB
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 4 The next few pages take a closer
Reports starting forecasts
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 5 The next few pages take a closer
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 de fined in the DID rjlust selecteach
format to m ove on I Pbull ge 7of27 I
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 6 The next few pages take a closer
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 7 The next few pages take a closer
Defines the time-phased historical and forecast cost submission data
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
Purpose Contents I Example
The purpose of Format 1 is to
bull Provide cost and schedule performance management data by the con tractual WBS
bull Report cost and schedule variances at the bull lowest reporting level identified in the CORL for the current period and on a cumulative basis IPMR
bull Present contractors management range of estimated costs (best case most likely worst bull Format 1 case) of the authorized contractual scope at the total contract level Additionally provide the contractors latest revised estimate for each WBS element scope of work bull
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails performance data including
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
You must select each tab to m o ve on 2
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 1 bull 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 MSllisectUL~ample_------------------------~---- For each WBS element Format 1 details perform
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Budget ed cost for work sc heduled ( BCWS)
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
You must select each tab to move on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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 The BCWP may also be called the earned value
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oriented WBS In simplest terms
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Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC
Actu al cost o f w ork perform ed (ACWP)
The cos ts ac tually incurred and recorded in accomplishing the work performed within a given time period
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oriented wes In simplest terms
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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 perform Sch edule variance (SV)
bull Budgeted cos t for work scheduled csewsl SV is the difference between the sewP and sews
bull Budgeted cos t for work performed CsewPl sv = sewP - sew s
bull Actual cost of work performed (AeWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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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 perform Cost variance (CV)
bull Budgeted cos t for work scheduled (BCWSl CV is the difference between BCWP and ACWP
bull Budgeted cos t for work performed (BCWP) CV = BCWP - ACWP
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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
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oriented WBS In simplest terms
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Format 1 bull 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 MSllisectUL~amplel =--1__~-r~~~~~~~~~-------i
For each WBS element Format 1 details perform Esti m at e a t completion ( EAC)
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Format 1 includes a range of management EACs (best case worst case most likely) that include contrac t shylevel 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 trac tor must be able to explain any differences
EAC is the actual cost o f 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 con trol account level
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails performapnc-e_dataincluding______________ ll
Variance a t completion (VAC)bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP) VAC is the difference between the BAC and EAC
bull Actual cost of work performed (ACWP) VAC = BAC-EAC
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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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
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686 24626 23188 25235 -14385 -204 7 36301 37517 -1216
111 - Frame 1057 1065 823 08 242 20398 17833 18535 -2565 -702 27097 27813 -716
112 shySuspension 3437 3796 4978 359 -1182 55925 56749 63383 824 -6634 78033 81465 -3432 Steering
113 - Power Package 3955 8538 7221 4583 1317 87049 83739 90848 -331 -7109 114551 119892 -5341
1131shyEngine 128 4 2771 2344 1487 427 28256 27182 29489 -1074 -2307 37183 38917 -1734
Note I PMR Format 1 va lues are in t housands of dollars ($)
Select to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on Q
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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 1
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686
111 - Frame 1057 1065 823 08 242
112 shySuspension 3437 379 6 4978 359 -1182 Steering
113 - Power Package 3955 8538 7221 458 3 1317
1131 middot 128 4 277 1 2344 1487 427 Engine
Note IPMR Format 1 va lues are in t housan
calculat e schedule and cost variances
Using the current period data for WBS element 1131 - Engine the current period SV is
BCWP - BCWS = SV
2771 - 1284 = 148 7 ( favorable)
Using the current period data for WBS element 1131 - Engine the current period CV is
BCWP - ACWP = CV
2771 - 2344 = 42 7 ( favorable)
-121 6
-716
-3432
-5341
-1734
Selec t to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on
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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 o f the IPMR Format 1 displays cost and schedule performance data by task item for the Prime Vehicle its Frame SuspensionS teering and Power Package including the Power Packages 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
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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 (eg hardware software services data or facilities ) which are the contractors responsibility and at the level the contractor needs for proper management control (MIL-STD-881 section 131)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
__________Purpose Contents Example
The purpose of Format 2 is to
bull Detail by OBS ca tegory current and cumulative bullperformance data
bull Collect organizational cost information at the IPMRtotal contrac t level for the organizational elements andor IPT rather than for individual bull wes elements Format 2
bull Identify major subcontractors and material separately
bull
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f reporting
bull Format 1 is WHAT is being built (produc ts)
bull Format 2 is WHO is responsible for building i t (organizations or IPTs)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f performance dat a
reporting bull sews
bull Format 1 is WHAT is being built (produc ts) bull BCWP
bull Format 2 is WHO is responsible for building i t bull ACWP
(organizations or IPTs) bull CV
bull sv
bull SAC
bull EAC
bull VAC
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Format 2 - Organizational Breakdow n Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
current Period Cumulative to Date At Completion
Item Variance Variance ACVP ACVP Budgeted Estimated Variance
BCWS BCWP Schedule Cost BCWS BCWP Schedule Cost
a Organizational Category
2A - Program Office 281 281 304 (22) 4265 4265 4421 (156) 9477 9635 (158)
28 -Program Control 104 92 91 (12) 2 1358 1350 1255 (8) 95 3159 3100 59
2C Support Service 219 199 201 (20) (2) 1946 2079 2122 133 (43) 4422 4745 (323)
20 Manufacturilg 475 423 471 (52) (48) 3412 3073 3380 (339) (307) 7581 7585 (4)
2E Qualily Assurance 140 161 168 21 (7) 2079 1778 1965 (301) (187) 4422 4705 (283)
2F -Procurement 248 298 289 50 9 4069 4157 4170 88 (13) 8845 8860 (15)
2G -Encopyneering 751 653 756 (98) (103) 10867 9634 11243 (1233) (1609) 25271 26057 (786)
Note IPMR Format 2 va lues are in t housands of dollars($) You must select each tab to move on Q
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
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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
bull Compare baseline data from the beginning of the period to the end o f the period to identi fy any bull changes
bull Focus analysis on authorized changes to the IPMR PMB during the reporting period
bullbull Include data to identify total negotiated Format 3 changes to the contract and other important contractual information
bull Include the contractual planned and expected bull completion dates for the scope of work
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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
bull Contract data
bull PMS Beginning o f Period BOP)
bull PMS End of Period EOP)
bull Changes to the PMS
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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 Cont ract data
bull Contract data Data includes
bull PMS Beginning o f Period BOP) bull Original negotiated cost
bull PMS End of Period EOP) bull Negotiated contract changes
bull Changes to the PMS bull Estimated cost of upriced work
bull Contract budget base CBS)
bull Total allocated budget TAB)
bull Work completion dates
bull Management reserve MR)
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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
81dgeted Cost for Vork Sctleduled (SCWS) (NaiQiroolab10)BC1NS Undistrmiddot Cumushy BC1NS deg TotalItem Reporting Six Period Forecast Enter Specified Periods ibutedlative BudgetPeriod Budget
to Date Nov Dec Jan Feb Malt Apr Q3 15 Q415 Qll6 Q216 TC
325663 19608 20724 23685 21166 20399 26996 13026 630502 lll~lllllHll middotmiddot Time-phased BCWS for an
Baseline authorized change Changes
Authorized 256 256 256 256 1280 During
Reporting Period CR middot 10 1 PMB (End of Period) 34527
l 20724 23685 21422 20655 27252 13282 18564 39980 35890 323 10 32747 00 631782
Management 15987Resen1e
Total 647769
Note IPMR Format 3 va lues are in t housands of dollars ($) You must select each tab to move on
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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 timeshyphased 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
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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
bull Provide staffing data that can be plotted and correlated to major milestones and activities on the contrac t schedule to assess the accuracy bull of labor estimates
bull Analyze projected staffing levels for consistency IPMR with scheduled activities
bull The Government and the contractor may negotiate Format 4 staffing to be reported in hours equivalent months or total headcount
bull
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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 contractors 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
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 T ime 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
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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 sta ffing 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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
bull Budgeted cost for work performed (BCWP) is the representation of the total accomplishment to date and or in a given month
bull Actual cost of work performed (ACWP) is the cost actually incurred in accomplishing work performed (or actual cost)
bull Actual and projected task starts and completions as recorded in the Integrated Master Schedule ( IMS)
bull Updated estimates at completion (EAC) for all work developed at the control account level and the contrac tprogram as a whole
bull
IPMR The results of these measurements are reported in the contractors IPMR
bull
bull
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Uses of the IPMR
The Government uses the IPMR to understand the contractors 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
bull Integrating cost schedule and technical performance data
bull Identifying potential problem areas that may cause significant cost and schedule variance
bull 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 sta tus
IPMR
lnteirated Product
Team (IPT) bull ii I Paige 4 of27 I
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Uses of the IPMR
The Government uses the IPMR to understand the contractors 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
bull Integrating cost schedule and technical performance data
~_ _ variance
Long Descr iption
bull Identifying potentiltgtbull ____ ______ ___ _ middot-__~__-
bull Providing valid tim
The IPMR is used by the estimators and financial technical per formance st
The IPMR is a communication tool be tween the contrac tor and the Integrated Product Team ( PT)
rs cost ost schedule and
IPMR
lnteirated Product
Team (IPT) bull ii I Paige 4 of27 I
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
The IPMR DID
The IPMR is required per DoDI 500002 when EVM applies It combines the legacy Contract Performance Report (CPR) and IMS into one integrated Data I tem 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 a fter July 2012
You can find a copy o f the lPMR DID a t the o fficial source for all DIDs on the Defense Logistics Agencys (DLA) website httpguicksearchdla milgsDocDe tailsaspxident number=278901
Prior to July 2012
Contract Performance Report (CPR) After July 2012
IPMR bull
Integrated Master
Schedule IMS)
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The IPMR DID
The IPMR is required per DoDI 500002 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) The IPMR DID applies to all future contracts awarded based on solicitations or requests for proposals issued on or after July 2012
You can find a copy of the IPMR DID at the official source for all DIDs on the Defense Logistics Agencys (DLA) website htt
Long Description
Prior to July 2012 the Contact Performance Report (CPR) and Integrated Master Schedule ( IMS) were used These two documents were replaced by the IPMR after July 2012
IPMR bull
Integrated Master
Schedule (IMS)
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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
Work Breakdown Structure
The Lightweight Assault and Reconnaissance (LAR) program JPT identified high-risk WBS elements The LAR PM tailored the CORL for the
lAR Vehicle
JPMR to require insight into those elements 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 Frame Pov1er Package
Drive Train Annament lesson to demonstrate how the contractor reports EVM information in the JPMR
Engine Power
Transport
I I
Combustion Ignition
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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 Descrip tion
LAR Work Breakdown Structure levels LAR vehicle is level tructure 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 Primaryelements 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
Systemsare level 5 stemming from Engine Engine is highlighted EngineeringOne of those high- risk ele~-------------------P--shy
which is highlighted on the WBS to the right
We will follow the Engine WBS element in this Frame Pov1er Package
Drive Train Annament lesson to demonstrate how the contractor reports EVM information in the JPMR
Engine Power
Transport
I I
Combustion Ignition
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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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
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
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 1 The next few pages take a closer
Reports cost and schedule performance data by product-oriented Work Breakdown Structure WBS)
You must select each format t o m ov e on
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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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 2 The next few pages take a closer
Reports cost and schedule performance data by the contractors organizational structure also known as the OBS (eg Functional or Integrated Product Team IPT))
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 3 The next few pages take a closer
Reports changes to the PMB
You must select each format t o m ov e on
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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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 4 The next few pages take a closer
Reports starting forecasts
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 5 The next few pages take a closer
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 de fined in the DID rjlust selecteach
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 6 The next few pages take a closer
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 7 The next few pages take a closer
Defines the time-phased historical and forecast cost submission data
You must select each format t o m ov e on
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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
bull Provide cost and schedule performance management data by the con tractual WBS
bull Report cost and schedule variances at the bull lowest reporting level identified in the CORL for the current period and on a cumulative basis IPMR
bull Present contractors management range of estimated costs (best case most likely worst bull Format 1 case) of the authorized contractual scope at the total contract level Additionally provide the contractors latest revised estimate for each WBS element scope of work bull
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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 de tails performance data including
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 1 bull 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 MSllisectUL~ample_------------------------~---- For each WBS element Format 1 details perform
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Budget ed cost for work sc heduled ( BCWS)
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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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 The BCWP may also be called the earned value
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oriented WBS In simplest terms
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC
Actu al cost o f w ork perform ed (ACWP)
The cos ts ac tually incurred and recorded in accomplishing the work performed within a given time period
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oriented wes In simplest terms
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- 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)
bull Budgeted cos t for work scheduled csewsl SV is the difference between the sewP and sews
bull Budgeted cos t for work performed CsewPl sv = sewP - sew s
bull Actual cost of work performed (AeWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- 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 variance (CV)
bull Budgeted cos t for work scheduled (BCWSl CV is the difference between BCWP and ACWP
bull Budgeted cos t for work performed (BCWP) CV = BCWP - ACWP
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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
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oriented WBS In simplest terms
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 1 bull 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 MSllisectUL~amplel =--1__~-r~~~~~~~~~-------i
For each WBS element Format 1 details perform Esti m at e a t completion ( EAC)
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Format 1 includes a range of management EACs (best case worst case most likely) that include contrac t shylevel 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 trac tor must be able to explain any differences
EAC is the actual cost o f 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 con trol account level
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails performapnc-e_dataincluding______________ ll
Variance a t completion (VAC)bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP) VAC is the difference between the BAC and EAC
bull Actual cost of work performed (ACWP) VAC = BAC-EAC
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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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
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686 24626 23188 25235 -14385 -204 7 36301 37517 -1216
111 - Frame 1057 1065 823 08 242 20398 17833 18535 -2565 -702 27097 27813 -716
112 shySuspension 3437 3796 4978 359 -1182 55925 56749 63383 824 -6634 78033 81465 -3432 Steering
113 - Power Package 3955 8538 7221 4583 1317 87049 83739 90848 -331 -7109 114551 119892 -5341
1131shyEngine 128 4 2771 2344 1487 427 28256 27182 29489 -1074 -2307 37183 38917 -1734
Note I PMR Format 1 va lues are in t housands of dollars ($)
Select to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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 1
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686
111 - Frame 1057 1065 823 08 242
112 shySuspension 3437 379 6 4978 359 -1182 Steering
113 - Power Package 3955 8538 7221 458 3 1317
1131 middot 128 4 277 1 2344 1487 427 Engine
Note IPMR Format 1 va lues are in t housan
calculat e schedule and cost variances
Using the current period data for WBS element 1131 - Engine the current period SV is
BCWP - BCWS = SV
2771 - 1284 = 148 7 ( favorable)
Using the current period data for WBS element 1131 - Engine the current period CV is
BCWP - ACWP = CV
2771 - 2344 = 42 7 ( favorable)
-121 6
-716
-3432
-5341
-1734
Selec t to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented WBS In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents I Example
Long Description
This segment o f the IPMR Format 1 displays cost and schedule performance data by task item for the Prime Vehicle its Frame SuspensionS teering and Power Package including the Power Packages 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
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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 (eg hardware software services data or facilities ) which are the contractors responsibility and at the level the contractor needs for proper management control (MIL-STD-881 section 131)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
__________Purpose Contents Example
The purpose of Format 2 is to
bull Detail by OBS ca tegory current and cumulative bullperformance data
bull Collect organizational cost information at the IPMRtotal contrac t level for the organizational elements andor IPT rather than for individual bull wes elements Format 2
bull Identify major subcontractors and material separately
bull
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f reporting
bull Format 1 is WHAT is being built (produc ts)
bull Format 2 is WHO is responsible for building i t (organizations or IPTs)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f performance dat a
reporting bull sews
bull Format 1 is WHAT is being built (produc ts) bull BCWP
bull Format 2 is WHO is responsible for building i t bull ACWP
(organizations or IPTs) bull CV
bull sv
bull SAC
bull EAC
bull VAC
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Format 2 - Organizational Breakdow n Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
current Period Cumulative to Date At Completion
Item Variance Variance ACVP ACVP Budgeted Estimated Variance
BCWS BCWP Schedule Cost BCWS BCWP Schedule Cost
a Organizational Category
2A - Program Office 281 281 304 (22) 4265 4265 4421 (156) 9477 9635 (158)
28 -Program Control 104 92 91 (12) 2 1358 1350 1255 (8) 95 3159 3100 59
2C Support Service 219 199 201 (20) (2) 1946 2079 2122 133 (43) 4422 4745 (323)
20 Manufacturilg 475 423 471 (52) (48) 3412 3073 3380 (339) (307) 7581 7585 (4)
2E Qualily Assurance 140 161 168 21 (7) 2079 1778 1965 (301) (187) 4422 4705 (283)
2F -Procurement 248 298 289 50 9 4069 4157 4170 88 (13) 8845 8860 (15)
2G -Encopyneering 751 653 756 (98) (103) 10867 9634 11243 (1233) (1609) 25271 26057 (786)
Note IPMR Format 2 va lues are in t housands of dollars($) You must select each tab to move on Q
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
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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
bull Compare baseline data from the beginning of the period to the end o f the period to identi fy any bull changes
bull Focus analysis on authorized changes to the IPMR PMB during the reporting period
bullbull Include data to identify total negotiated Format 3 changes to the contract and other important contractual information
bull Include the contractual planned and expected bull completion dates for the scope of work
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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
bull Contract data
bull PMS Beginning o f Period BOP)
bull PMS End of Period EOP)
bull Changes to the PMS
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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 Cont ract data
bull Contract data Data includes
bull PMS Beginning o f Period BOP) bull Original negotiated cost
bull PMS End of Period EOP) bull Negotiated contract changes
bull Changes to the PMS bull Estimated cost of upriced work
bull Contract budget base CBS)
bull Total allocated budget TAB)
bull Work completion dates
bull Management reserve MR)
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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
81dgeted Cost for Vork Sctleduled (SCWS) (NaiQiroolab10)BC1NS Undistrmiddot Cumushy BC1NS deg TotalItem Reporting Six Period Forecast Enter Specified Periods ibutedlative BudgetPeriod Budget
to Date Nov Dec Jan Feb Malt Apr Q3 15 Q415 Qll6 Q216 TC
325663 19608 20724 23685 21166 20399 26996 13026 630502 lll~lllllHll middotmiddot Time-phased BCWS for an
Baseline authorized change Changes
Authorized 256 256 256 256 1280 During
Reporting Period CR middot 10 1 PMB (End of Period) 34527
l 20724 23685 21422 20655 27252 13282 18564 39980 35890 323 10 32747 00 631782
Management 15987Resen1e
Total 647769
Note IPMR Format 3 va lues are in t housands of dollars ($) You must select each tab to move on
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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 timeshyphased 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
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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
bull Provide staffing data that can be plotted and correlated to major milestones and activities on the contrac t schedule to assess the accuracy bull of labor estimates
bull Analyze projected staffing levels for consistency IPMR with scheduled activities
bull The Government and the contractor may negotiate Format 4 staffing to be reported in hours equivalent months or total headcount
bull
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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 contractors 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
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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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 T ime 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
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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
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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 sta ffing 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
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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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 (EVMmiddotCR)
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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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 w ith i n 12 w orki ng days from the end o f 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
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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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Uses of the IPMR
The Government uses the IPMR to understand the contractors 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
bull Integrating cost schedule and technical performance data
bull Identifying potential problem areas that may cause significant cost and schedule variance
bull 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 sta tus
IPMR
lnteirated Product
Team (IPT) bull ii I Paige 4 of27 I
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Uses of the IPMR
The Government uses the IPMR to understand the contractors 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
bull Integrating cost schedule and technical performance data
~_ _ variance
Long Descr iption
bull Identifying potentiltgtbull ____ ______ ___ _ middot-__~__-
bull Providing valid tim
The IPMR is used by the estimators and financial technical per formance st
The IPMR is a communication tool be tween the contrac tor and the Integrated Product Team ( PT)
rs cost ost schedule and
IPMR
lnteirated Product
Team (IPT) bull ii I Paige 4 of27 I
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
The IPMR DID
The IPMR is required per DoDI 500002 when EVM applies It combines the legacy Contract Performance Report (CPR) and IMS into one integrated Data I tem 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 a fter July 2012
You can find a copy o f the lPMR DID a t the o fficial source for all DIDs on the Defense Logistics Agencys (DLA) website httpguicksearchdla milgsDocDe tailsaspxident number=278901
Prior to July 2012
Contract Performance Report (CPR) After July 2012
IPMR bull
Integrated Master
Schedule IMS)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
The IPMR DID
The IPMR is required per DoDI 500002 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) The IPMR DID applies to all future contracts awarded based on solicitations or requests for proposals issued on or after July 2012
You can find a copy of the IPMR DID at the official source for all DIDs on the Defense Logistics Agencys (DLA) website htt
Long Description
Prior to July 2012 the Contact Performance Report (CPR) and Integrated Master Schedule ( IMS) were used These two documents were replaced by the IPMR after July 2012
IPMR bull
Integrated Master
Schedule (IMS)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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
Work Breakdown Structure
The Lightweight Assault and Reconnaissance (LAR) program JPT identified high-risk WBS elements The LAR PM tailored the CORL for the
lAR Vehicle
JPMR to require insight into those elements 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 Frame Pov1er Package
Drive Train Annament lesson to demonstrate how the contractor reports EVM information in the JPMR
Engine Power
Transport
I I
Combustion Ignition
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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 Descrip tion
LAR Work Breakdown Structure levels LAR vehicle is level tructure 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 Primaryelements 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
Systemsare level 5 stemming from Engine Engine is highlighted EngineeringOne of those high- risk ele~-------------------P--shy
which is highlighted on the WBS to the right
We will follow the Engine WBS element in this Frame Pov1er Package
Drive Train Annament lesson to demonstrate how the contractor reports EVM information in the JPMR
Engine Power
Transport
I I
Combustion Ignition
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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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
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
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 1 The next few pages take a closer
Reports cost and schedule performance data by product-oriented Work Breakdown Structure WBS)
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 2 The next few pages take a closer
Reports cost and schedule performance data by the contractors organizational structure also known as the OBS (eg Functional or Integrated Product Team IPT))
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 3 The next few pages take a closer
Reports changes to the PMB
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 4 The next few pages take a closer
Reports starting forecasts
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 5 The next few pages take a closer
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 de fined in the DID rjlust selecteach
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 6 The next few pages take a closer
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 7 The next few pages take a closer
Defines the time-phased historical and forecast cost submission data
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
Purpose Contents I Example
The purpose of Format 1 is to
bull Provide cost and schedule performance management data by the con tractual WBS
bull Report cost and schedule variances at the bull lowest reporting level identified in the CORL for the current period and on a cumulative basis IPMR
bull Present contractors management range of estimated costs (best case most likely worst bull Format 1 case) of the authorized contractual scope at the total contract level Additionally provide the contractors latest revised estimate for each WBS element scope of work bull
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails performance data including
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 1 bull 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 MSllisectUL~ample_------------------------~---- For each WBS element Format 1 details perform
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Budget ed cost for work sc heduled ( BCWS)
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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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 The BCWP may also be called the earned value
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oriented WBS In simplest terms
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC
Actu al cost o f w ork perform ed (ACWP)
The cos ts ac tually incurred and recorded in accomplishing the work performed within a given time period
RESOURCES I PRINT I HELP
oriented wes In simplest terms
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- 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)
bull Budgeted cos t for work scheduled csewsl SV is the difference between the sewP and sews
bull Budgeted cos t for work performed CsewPl sv = sewP - sew s
bull Actual cost of work performed (AeWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- 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 variance (CV)
bull Budgeted cos t for work scheduled (BCWSl CV is the difference between BCWP and ACWP
bull Budgeted cos t for work performed (BCWP) CV = BCWP - ACWP
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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
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oriented WBS In simplest terms
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 1 bull 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 MSllisectUL~amplel =--1__~-r~~~~~~~~~-------i
For each WBS element Format 1 details perform Esti m at e a t completion ( EAC)
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Format 1 includes a range of management EACs (best case worst case most likely) that include contrac t shylevel 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 trac tor must be able to explain any differences
EAC is the actual cost o f 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 con trol account level
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails performapnc-e_dataincluding______________ ll
Variance a t completion (VAC)bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP) VAC is the difference between the BAC and EAC
bull Actual cost of work performed (ACWP) VAC = BAC-EAC
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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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
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686 24626 23188 25235 -14385 -204 7 36301 37517 -1216
111 - Frame 1057 1065 823 08 242 20398 17833 18535 -2565 -702 27097 27813 -716
112 shySuspension 3437 3796 4978 359 -1182 55925 56749 63383 824 -6634 78033 81465 -3432 Steering
113 - Power Package 3955 8538 7221 4583 1317 87049 83739 90848 -331 -7109 114551 119892 -5341
1131shyEngine 128 4 2771 2344 1487 427 28256 27182 29489 -1074 -2307 37183 38917 -1734
Note I PMR Format 1 va lues are in t housands of dollars ($)
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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 1
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686
111 - Frame 1057 1065 823 08 242
112 shySuspension 3437 379 6 4978 359 -1182 Steering
113 - Power Package 3955 8538 7221 458 3 1317
1131 middot 128 4 277 1 2344 1487 427 Engine
Note IPMR Format 1 va lues are in t housan
calculat e schedule and cost variances
Using the current period data for WBS element 1131 - Engine the current period SV is
BCWP - BCWS = SV
2771 - 1284 = 148 7 ( favorable)
Using the current period data for WBS element 1131 - Engine the current period CV is
BCWP - ACWP = CV
2771 - 2344 = 42 7 ( favorable)
-121 6
-716
-3432
-5341
-1734
Selec t to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on
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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 o f the IPMR Format 1 displays cost and schedule performance data by task item for the Prime Vehicle its Frame SuspensionS teering and Power Package including the Power Packages 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
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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 (eg hardware software services data or facilities ) which are the contractors responsibility and at the level the contractor needs for proper management control (MIL-STD-881 section 131)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
__________Purpose Contents Example
The purpose of Format 2 is to
bull Detail by OBS ca tegory current and cumulative bullperformance data
bull Collect organizational cost information at the IPMRtotal contrac t level for the organizational elements andor IPT rather than for individual bull wes elements Format 2
bull Identify major subcontractors and material separately
bull
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f reporting
bull Format 1 is WHAT is being built (produc ts)
bull Format 2 is WHO is responsible for building i t (organizations or IPTs)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f performance dat a
reporting bull sews
bull Format 1 is WHAT is being built (produc ts) bull BCWP
bull Format 2 is WHO is responsible for building i t bull ACWP
(organizations or IPTs) bull CV
bull sv
bull SAC
bull EAC
bull VAC
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Format 2 - Organizational Breakdow n Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
current Period Cumulative to Date At Completion
Item Variance Variance ACVP ACVP Budgeted Estimated Variance
BCWS BCWP Schedule Cost BCWS BCWP Schedule Cost
a Organizational Category
2A - Program Office 281 281 304 (22) 4265 4265 4421 (156) 9477 9635 (158)
28 -Program Control 104 92 91 (12) 2 1358 1350 1255 (8) 95 3159 3100 59
2C Support Service 219 199 201 (20) (2) 1946 2079 2122 133 (43) 4422 4745 (323)
20 Manufacturilg 475 423 471 (52) (48) 3412 3073 3380 (339) (307) 7581 7585 (4)
2E Qualily Assurance 140 161 168 21 (7) 2079 1778 1965 (301) (187) 4422 4705 (283)
2F -Procurement 248 298 289 50 9 4069 4157 4170 88 (13) 8845 8860 (15)
2G -Encopyneering 751 653 756 (98) (103) 10867 9634 11243 (1233) (1609) 25271 26057 (786)
Note IPMR Format 2 va lues are in t housands of dollars($) You must select each tab to move on Q
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
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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
bull Compare baseline data from the beginning of the period to the end o f the period to identi fy any bull changes
bull Focus analysis on authorized changes to the IPMR PMB during the reporting period
bullbull Include data to identify total negotiated Format 3 changes to the contract and other important contractual information
bull Include the contractual planned and expected bull completion dates for the scope of work
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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
bull Contract data
bull PMS Beginning o f Period BOP)
bull PMS End of Period EOP)
bull Changes to the PMS
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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 Cont ract data
bull Contract data Data includes
bull PMS Beginning o f Period BOP) bull Original negotiated cost
bull PMS End of Period EOP) bull Negotiated contract changes
bull Changes to the PMS bull Estimated cost of upriced work
bull Contract budget base CBS)
bull Total allocated budget TAB)
bull Work completion dates
bull Management reserve MR)
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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
81dgeted Cost for Vork Sctleduled (SCWS) (NaiQiroolab10)BC1NS Undistrmiddot Cumushy BC1NS deg TotalItem Reporting Six Period Forecast Enter Specified Periods ibutedlative BudgetPeriod Budget
to Date Nov Dec Jan Feb Malt Apr Q3 15 Q415 Qll6 Q216 TC
325663 19608 20724 23685 21166 20399 26996 13026 630502 lll~lllllHll middotmiddot Time-phased BCWS for an
Baseline authorized change Changes
Authorized 256 256 256 256 1280 During
Reporting Period CR middot 10 1 PMB (End of Period) 34527
l 20724 23685 21422 20655 27252 13282 18564 39980 35890 323 10 32747 00 631782
Management 15987Resen1e
Total 647769
Note IPMR Format 3 va lues are in t housands of dollars ($) You must select each tab to move on
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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 timeshyphased 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
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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
bull Provide staffing data that can be plotted and correlated to major milestones and activities on the contrac t schedule to assess the accuracy bull of labor estimates
bull Analyze projected staffing levels for consistency IPMR with scheduled activities
bull The Government and the contractor may negotiate Format 4 staffing to be reported in hours equivalent months or total headcount
bull
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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 contractors 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
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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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 T ime 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
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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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 sta ffing 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 (EVMmiddotCR)
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----
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Uses of the IPMR
The Government uses the IPMR to understand the contractors 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
bull Integrating cost schedule and technical performance data
~_ _ variance
Long Descr iption
bull Identifying potentiltgtbull ____ ______ ___ _ middot-__~__-
bull Providing valid tim
The IPMR is used by the estimators and financial technical per formance st
The IPMR is a communication tool be tween the contrac tor and the Integrated Product Team ( PT)
rs cost ost schedule and
IPMR
lnteirated Product
Team (IPT) bull ii I Paige 4 of27 I
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
The IPMR DID
The IPMR is required per DoDI 500002 when EVM applies It combines the legacy Contract Performance Report (CPR) and IMS into one integrated Data I tem 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 a fter July 2012
You can find a copy o f the lPMR DID a t the o fficial source for all DIDs on the Defense Logistics Agencys (DLA) website httpguicksearchdla milgsDocDe tailsaspxident number=278901
Prior to July 2012
Contract Performance Report (CPR) After July 2012
IPMR bull
Integrated Master
Schedule IMS)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
The IPMR DID
The IPMR is required per DoDI 500002 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) The IPMR DID applies to all future contracts awarded based on solicitations or requests for proposals issued on or after July 2012
You can find a copy of the IPMR DID at the official source for all DIDs on the Defense Logistics Agencys (DLA) website htt
Long Description
Prior to July 2012 the Contact Performance Report (CPR) and Integrated Master Schedule ( IMS) were used These two documents were replaced by the IPMR after July 2012
IPMR bull
Integrated Master
Schedule (IMS)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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
Work Breakdown Structure
The Lightweight Assault and Reconnaissance (LAR) program JPT identified high-risk WBS elements The LAR PM tailored the CORL for the
lAR Vehicle
JPMR to require insight into those elements 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 Frame Pov1er Package
Drive Train Annament lesson to demonstrate how the contractor reports EVM information in the JPMR
Engine Power
Transport
I I
Combustion Ignition
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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 Descrip tion
LAR Work Breakdown Structure levels LAR vehicle is level tructure 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 Primaryelements 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
Systemsare level 5 stemming from Engine Engine is highlighted EngineeringOne of those high- risk ele~-------------------P--shy
which is highlighted on the WBS to the right
We will follow the Engine WBS element in this Frame Pov1er Package
Drive Train Annament lesson to demonstrate how the contractor reports EVM information in the JPMR
Engine Power
Transport
I I
Combustion Ignition
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
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
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 1 The next few pages take a closer
Reports cost and schedule performance data by product-oriented Work Breakdown Structure WBS)
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 2 The next few pages take a closer
Reports cost and schedule performance data by the contractors organizational structure also known as the OBS (eg Functional or Integrated Product Team IPT))
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 3 The next few pages take a closer
Reports changes to the PMB
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 4 The next few pages take a closer
Reports starting forecasts
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 5 The next few pages take a closer
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 de fined in the DID rjlust selecteach
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 6 The next few pages take a closer
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 7 The next few pages take a closer
Defines the time-phased historical and forecast cost submission data
You must select each format t o m ov e on
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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
bull Provide cost and schedule performance management data by the con tractual WBS
bull Report cost and schedule variances at the bull lowest reporting level identified in the CORL for the current period and on a cumulative basis IPMR
bull Present contractors management range of estimated costs (best case most likely worst bull Format 1 case) of the authorized contractual scope at the total contract level Additionally provide the contractors latest revised estimate for each WBS element scope of work bull
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails performance data including
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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Format 1 bull 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 MSllisectUL~ample_------------------------~---- For each WBS element Format 1 details perform
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Budget ed cost for work sc heduled ( BCWS)
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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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 The BCWP may also be called the earned value
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oriented WBS In simplest terms
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC
Actu al cost o f w ork perform ed (ACWP)
The cos ts ac tually incurred and recorded in accomplishing the work performed within a given time period
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oriented wes In simplest terms
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- 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)
bull Budgeted cos t for work scheduled csewsl SV is the difference between the sewP and sews
bull Budgeted cos t for work performed CsewPl sv = sewP - sew s
bull Actual cost of work performed (AeWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- 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 variance (CV)
bull Budgeted cos t for work scheduled (BCWSl CV is the difference between BCWP and ACWP
bull Budgeted cos t for work performed (BCWP) CV = BCWP - ACWP
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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
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oriented WBS In simplest terms
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 1 bull 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 MSllisectUL~amplel =--1__~-r~~~~~~~~~-------i
For each WBS element Format 1 details perform Esti m at e a t completion ( EAC)
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Format 1 includes a range of management EACs (best case worst case most likely) that include contrac t shylevel 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 trac tor must be able to explain any differences
EAC is the actual cost o f 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 con trol account level
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails performapnc-e_dataincluding______________ ll
Variance a t completion (VAC)bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP) VAC is the difference between the BAC and EAC
bull Actual cost of work performed (ACWP) VAC = BAC-EAC
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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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
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686 24626 23188 25235 -14385 -204 7 36301 37517 -1216
111 - Frame 1057 1065 823 08 242 20398 17833 18535 -2565 -702 27097 27813 -716
112 shySuspension 3437 3796 4978 359 -1182 55925 56749 63383 824 -6634 78033 81465 -3432 Steering
113 - Power Package 3955 8538 7221 4583 1317 87049 83739 90848 -331 -7109 114551 119892 -5341
1131shyEngine 128 4 2771 2344 1487 427 28256 27182 29489 -1074 -2307 37183 38917 -1734
Note I PMR Format 1 va lues are in t housands of dollars ($)
Select to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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 1
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686
111 - Frame 1057 1065 823 08 242
112 shySuspension 3437 379 6 4978 359 -1182 Steering
113 - Power Package 3955 8538 7221 458 3 1317
1131 middot 128 4 277 1 2344 1487 427 Engine
Note IPMR Format 1 va lues are in t housan
calculat e schedule and cost variances
Using the current period data for WBS element 1131 - Engine the current period SV is
BCWP - BCWS = SV
2771 - 1284 = 148 7 ( favorable)
Using the current period data for WBS element 1131 - Engine the current period CV is
BCWP - ACWP = CV
2771 - 2344 = 42 7 ( favorable)
-121 6
-716
-3432
-5341
-1734
Selec t to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on
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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 o f the IPMR Format 1 displays cost and schedule performance data by task item for the Prime Vehicle its Frame SuspensionS teering and Power Package including the Power Packages 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
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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 (eg hardware software services data or facilities ) which are the contractors responsibility and at the level the contractor needs for proper management control (MIL-STD-881 section 131)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
__________Purpose Contents Example
The purpose of Format 2 is to
bull Detail by OBS ca tegory current and cumulative bullperformance data
bull Collect organizational cost information at the IPMRtotal contrac t level for the organizational elements andor IPT rather than for individual bull wes elements Format 2
bull Identify major subcontractors and material separately
bull
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f reporting
bull Format 1 is WHAT is being built (produc ts)
bull Format 2 is WHO is responsible for building i t (organizations or IPTs)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f performance dat a
reporting bull sews
bull Format 1 is WHAT is being built (produc ts) bull BCWP
bull Format 2 is WHO is responsible for building i t bull ACWP
(organizations or IPTs) bull CV
bull sv
bull SAC
bull EAC
bull VAC
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Format 2 - Organizational Breakdow n Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
current Period Cumulative to Date At Completion
Item Variance Variance ACVP ACVP Budgeted Estimated Variance
BCWS BCWP Schedule Cost BCWS BCWP Schedule Cost
a Organizational Category
2A - Program Office 281 281 304 (22) 4265 4265 4421 (156) 9477 9635 (158)
28 -Program Control 104 92 91 (12) 2 1358 1350 1255 (8) 95 3159 3100 59
2C Support Service 219 199 201 (20) (2) 1946 2079 2122 133 (43) 4422 4745 (323)
20 Manufacturilg 475 423 471 (52) (48) 3412 3073 3380 (339) (307) 7581 7585 (4)
2E Qualily Assurance 140 161 168 21 (7) 2079 1778 1965 (301) (187) 4422 4705 (283)
2F -Procurement 248 298 289 50 9 4069 4157 4170 88 (13) 8845 8860 (15)
2G -Encopyneering 751 653 756 (98) (103) 10867 9634 11243 (1233) (1609) 25271 26057 (786)
Note IPMR Format 2 va lues are in t housands of dollars($) You must select each tab to move on Q
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
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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
bull Compare baseline data from the beginning of the period to the end o f the period to identi fy any bull changes
bull Focus analysis on authorized changes to the IPMR PMB during the reporting period
bullbull Include data to identify total negotiated Format 3 changes to the contract and other important contractual information
bull Include the contractual planned and expected bull completion dates for the scope of work
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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
bull Contract data
bull PMS Beginning o f Period BOP)
bull PMS End of Period EOP)
bull Changes to the PMS
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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 Cont ract data
bull Contract data Data includes
bull PMS Beginning o f Period BOP) bull Original negotiated cost
bull PMS End of Period EOP) bull Negotiated contract changes
bull Changes to the PMS bull Estimated cost of upriced work
bull Contract budget base CBS)
bull Total allocated budget TAB)
bull Work completion dates
bull Management reserve MR)
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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
81dgeted Cost for Vork Sctleduled (SCWS) (NaiQiroolab10)BC1NS Undistrmiddot Cumushy BC1NS deg TotalItem Reporting Six Period Forecast Enter Specified Periods ibutedlative BudgetPeriod Budget
to Date Nov Dec Jan Feb Malt Apr Q3 15 Q415 Qll6 Q216 TC
325663 19608 20724 23685 21166 20399 26996 13026 630502 lll~lllllHll middotmiddot Time-phased BCWS for an
Baseline authorized change Changes
Authorized 256 256 256 256 1280 During
Reporting Period CR middot 10 1 PMB (End of Period) 34527
l 20724 23685 21422 20655 27252 13282 18564 39980 35890 323 10 32747 00 631782
Management 15987Resen1e
Total 647769
Note IPMR Format 3 va lues are in t housands of dollars ($) You must select each tab to move on
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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 timeshyphased 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
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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
bull Provide staffing data that can be plotted and correlated to major milestones and activities on the contrac t schedule to assess the accuracy bull of labor estimates
bull Analyze projected staffing levels for consistency IPMR with scheduled activities
bull The Government and the contractor may negotiate Format 4 staffing to be reported in hours equivalent months or total headcount
bull
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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 contractors 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
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 T ime 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
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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 sta ffing 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
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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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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The IPMR DID
The IPMR is required per DoDI 500002 when EVM applies It combines the legacy Contract Performance Report (CPR) and IMS into one integrated Data I tem 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 a fter July 2012
You can find a copy o f the lPMR DID a t the o fficial source for all DIDs on the Defense Logistics Agencys (DLA) website httpguicksearchdla milgsDocDe tailsaspxident number=278901
Prior to July 2012
Contract Performance Report (CPR) After July 2012
IPMR bull
Integrated Master
Schedule IMS)
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The IPMR DID
The IPMR is required per DoDI 500002 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) The IPMR DID applies to all future contracts awarded based on solicitations or requests for proposals issued on or after July 2012
You can find a copy of the IPMR DID at the official source for all DIDs on the Defense Logistics Agencys (DLA) website htt
Long Description
Prior to July 2012 the Contact Performance Report (CPR) and Integrated Master Schedule ( IMS) were used These two documents were replaced by the IPMR after July 2012
IPMR bull
Integrated Master
Schedule (IMS)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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
Work Breakdown Structure
The Lightweight Assault and Reconnaissance (LAR) program JPT identified high-risk WBS elements The LAR PM tailored the CORL for the
lAR Vehicle
JPMR to require insight into those elements 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 Frame Pov1er Package
Drive Train Annament lesson to demonstrate how the contractor reports EVM information in the JPMR
Engine Power
Transport
I I
Combustion Ignition
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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 Descrip tion
LAR Work Breakdown Structure levels LAR vehicle is level tructure 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 Primaryelements 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
Systemsare level 5 stemming from Engine Engine is highlighted EngineeringOne of those high- risk ele~-------------------P--shy
which is highlighted on the WBS to the right
We will follow the Engine WBS element in this Frame Pov1er Package
Drive Train Annament lesson to demonstrate how the contractor reports EVM information in the JPMR
Engine Power
Transport
I I
Combustion Ignition
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
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
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 1 The next few pages take a closer
Reports cost and schedule performance data by product-oriented Work Breakdown Structure WBS)
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 2 The next few pages take a closer
Reports cost and schedule performance data by the contractors organizational structure also known as the OBS (eg Functional or Integrated Product Team IPT))
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 3 The next few pages take a closer
Reports changes to the PMB
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 4 The next few pages take a closer
Reports starting forecasts
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 5 The next few pages take a closer
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 de fined in the DID rjlust selecteach
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 6 The next few pages take a closer
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 7 The next few pages take a closer
Defines the time-phased historical and forecast cost submission data
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
Purpose Contents I Example
The purpose of Format 1 is to
bull Provide cost and schedule performance management data by the con tractual WBS
bull Report cost and schedule variances at the bull lowest reporting level identified in the CORL for the current period and on a cumulative basis IPMR
bull Present contractors management range of estimated costs (best case most likely worst bull Format 1 case) of the authorized contractual scope at the total contract level Additionally provide the contractors latest revised estimate for each WBS element scope of work bull
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails performance data including
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 1 bull 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 MSllisectUL~ample_------------------------~---- For each WBS element Format 1 details perform
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Budget ed cost for work sc heduled ( BCWS)
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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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 The BCWP may also be called the earned value
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oriented WBS In simplest terms
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC
Actu al cost o f w ork perform ed (ACWP)
The cos ts ac tually incurred and recorded in accomplishing the work performed within a given time period
RESOURCES I PRINT I HELP
oriented wes In simplest terms
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- 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)
bull Budgeted cos t for work scheduled csewsl SV is the difference between the sewP and sews
bull Budgeted cos t for work performed CsewPl sv = sewP - sew s
bull Actual cost of work performed (AeWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- 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 variance (CV)
bull Budgeted cos t for work scheduled (BCWSl CV is the difference between BCWP and ACWP
bull Budgeted cos t for work performed (BCWP) CV = BCWP - ACWP
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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
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oriented WBS In simplest terms
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 1 bull 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 MSllisectUL~amplel =--1__~-r~~~~~~~~~-------i
For each WBS element Format 1 details perform Esti m at e a t completion ( EAC)
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Format 1 includes a range of management EACs (best case worst case most likely) that include contrac t shylevel 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 trac tor must be able to explain any differences
EAC is the actual cost o f 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 con trol account level
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails performapnc-e_dataincluding______________ ll
Variance a t completion (VAC)bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP) VAC is the difference between the BAC and EAC
bull Actual cost of work performed (ACWP) VAC = BAC-EAC
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686 24626 23188 25235 -14385 -204 7 36301 37517 -1216
111 - Frame 1057 1065 823 08 242 20398 17833 18535 -2565 -702 27097 27813 -716
112 shySuspension 3437 3796 4978 359 -1182 55925 56749 63383 824 -6634 78033 81465 -3432 Steering
113 - Power Package 3955 8538 7221 4583 1317 87049 83739 90848 -331 -7109 114551 119892 -5341
1131shyEngine 128 4 2771 2344 1487 427 28256 27182 29489 -1074 -2307 37183 38917 -1734
Note I PMR Format 1 va lues are in t housands of dollars ($)
Select to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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 1
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686
111 - Frame 1057 1065 823 08 242
112 shySuspension 3437 379 6 4978 359 -1182 Steering
113 - Power Package 3955 8538 7221 458 3 1317
1131 middot 128 4 277 1 2344 1487 427 Engine
Note IPMR Format 1 va lues are in t housan
calculat e schedule and cost variances
Using the current period data for WBS element 1131 - Engine the current period SV is
BCWP - BCWS = SV
2771 - 1284 = 148 7 ( favorable)
Using the current period data for WBS element 1131 - Engine the current period CV is
BCWP - ACWP = CV
2771 - 2344 = 42 7 ( favorable)
-121 6
-716
-3432
-5341
-1734
Selec t to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented WBS In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents I Example
Long Description
This segment o f the IPMR Format 1 displays cost and schedule performance data by task item for the Prime Vehicle its Frame SuspensionS teering and Power Package including the Power Packages 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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 (eg hardware software services data or facilities ) which are the contractors responsibility and at the level the contractor needs for proper management control (MIL-STD-881 section 131)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
__________Purpose Contents Example
The purpose of Format 2 is to
bull Detail by OBS ca tegory current and cumulative bullperformance data
bull Collect organizational cost information at the IPMRtotal contrac t level for the organizational elements andor IPT rather than for individual bull wes elements Format 2
bull Identify major subcontractors and material separately
bull
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f reporting
bull Format 1 is WHAT is being built (produc ts)
bull Format 2 is WHO is responsible for building i t (organizations or IPTs)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f performance dat a
reporting bull sews
bull Format 1 is WHAT is being built (produc ts) bull BCWP
bull Format 2 is WHO is responsible for building i t bull ACWP
(organizations or IPTs) bull CV
bull sv
bull SAC
bull EAC
bull VAC
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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 contractors organizational structure (eg 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
current Period Cumulative to Date At Completion
Item Variance Variance ACVP ACVP Budgeted Estimated Variance
BCWS BCWP Schedule Cost BCWS BCWP Schedule Cost
a Organizational Category
2A - Program Office 281 281 304 (22) 4265 4265 4421 (156) 9477 9635 (158)
28 -Program Control 104 92 91 (12) 2 1358 1350 1255 (8) 95 3159 3100 59
2C Support Service 219 199 201 (20) (2) 1946 2079 2122 133 (43) 4422 4745 (323)
20 Manufacturilg 475 423 471 (52) (48) 3412 3073 3380 (339) (307) 7581 7585 (4)
2E Qualily Assurance 140 161 168 21 (7) 2079 1778 1965 (301) (187) 4422 4705 (283)
2F -Procurement 248 298 289 50 9 4069 4157 4170 88 (13) 8845 8860 (15)
2G -Encopyneering 751 653 756 (98) (103) 10867 9634 11243 (1233) (1609) 25271 26057 (786)
Note IPMR Format 2 va lues are in t housands of dollars($) You must select each tab to move on Q
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
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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
bull Compare baseline data from the beginning of the period to the end o f the period to identi fy any bull changes
bull Focus analysis on authorized changes to the IPMR PMB during the reporting period
bullbull Include data to identify total negotiated Format 3 changes to the contract and other important contractual information
bull Include the contractual planned and expected bull completion dates for the scope of work
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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
bull Contract data
bull PMS Beginning o f Period BOP)
bull PMS End of Period EOP)
bull Changes to the PMS
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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 Cont ract data
bull Contract data Data includes
bull PMS Beginning o f Period BOP) bull Original negotiated cost
bull PMS End of Period EOP) bull Negotiated contract changes
bull Changes to the PMS bull Estimated cost of upriced work
bull Contract budget base CBS)
bull Total allocated budget TAB)
bull Work completion dates
bull Management reserve MR)
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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
81dgeted Cost for Vork Sctleduled (SCWS) (NaiQiroolab10)BC1NS Undistrmiddot Cumushy BC1NS deg TotalItem Reporting Six Period Forecast Enter Specified Periods ibutedlative BudgetPeriod Budget
to Date Nov Dec Jan Feb Malt Apr Q3 15 Q415 Qll6 Q216 TC
325663 19608 20724 23685 21166 20399 26996 13026 630502 lll~lllllHll middotmiddot Time-phased BCWS for an
Baseline authorized change Changes
Authorized 256 256 256 256 1280 During
Reporting Period CR middot 10 1 PMB (End of Period) 34527
l 20724 23685 21422 20655 27252 13282 18564 39980 35890 323 10 32747 00 631782
Management 15987Resen1e
Total 647769
Note IPMR Format 3 va lues are in t housands of dollars ($) You must select each tab to move on
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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 timeshyphased 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
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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
bull Provide staffing data that can be plotted and correlated to major milestones and activities on the contrac t schedule to assess the accuracy bull of labor estimates
bull Analyze projected staffing levels for consistency IPMR with scheduled activities
bull The Government and the contractor may negotiate Format 4 staffing to be reported in hours equivalent months or total headcount
bull
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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 contractors 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
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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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 T ime 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
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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
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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 sta ffing 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
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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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 (EVMmiddotCR)
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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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 w ith i n 12 w orki ng days from the end o f 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
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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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
The IPMR DID
The IPMR is required per DoDI 500002 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) The IPMR DID applies to all future contracts awarded based on solicitations or requests for proposals issued on or after July 2012
You can find a copy of the IPMR DID at the official source for all DIDs on the Defense Logistics Agencys (DLA) website htt
Long Description
Prior to July 2012 the Contact Performance Report (CPR) and Integrated Master Schedule ( IMS) were used These two documents were replaced by the IPMR after July 2012
IPMR bull
Integrated Master
Schedule (IMS)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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
Work Breakdown Structure
The Lightweight Assault and Reconnaissance (LAR) program JPT identified high-risk WBS elements The LAR PM tailored the CORL for the
lAR Vehicle
JPMR to require insight into those elements 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 Frame Pov1er Package
Drive Train Annament lesson to demonstrate how the contractor reports EVM information in the JPMR
Engine Power
Transport
I I
Combustion Ignition
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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 Descrip tion
LAR Work Breakdown Structure levels LAR vehicle is level tructure 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 Primaryelements 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
Systemsare level 5 stemming from Engine Engine is highlighted EngineeringOne of those high- risk ele~-------------------P--shy
which is highlighted on the WBS to the right
We will follow the Engine WBS element in this Frame Pov1er Package
Drive Train Annament lesson to demonstrate how the contractor reports EVM information in the JPMR
Engine Power
Transport
I I
Combustion Ignition
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
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
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 1 The next few pages take a closer
Reports cost and schedule performance data by product-oriented Work Breakdown Structure WBS)
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 2 The next few pages take a closer
Reports cost and schedule performance data by the contractors organizational structure also known as the OBS (eg Functional or Integrated Product Team IPT))
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 3 The next few pages take a closer
Reports changes to the PMB
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 4 The next few pages take a closer
Reports starting forecasts
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 5 The next few pages take a closer
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 de fined in the DID rjlust selecteach
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 6 The next few pages take a closer
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 7 The next few pages take a closer
Defines the time-phased historical and forecast cost submission data
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
Purpose Contents I Example
The purpose of Format 1 is to
bull Provide cost and schedule performance management data by the con tractual WBS
bull Report cost and schedule variances at the bull lowest reporting level identified in the CORL for the current period and on a cumulative basis IPMR
bull Present contractors management range of estimated costs (best case most likely worst bull Format 1 case) of the authorized contractual scope at the total contract level Additionally provide the contractors latest revised estimate for each WBS element scope of work bull
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails performance data including
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
You must select each tab to m o ve on 2
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 1 bull 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 MSllisectUL~ample_------------------------~---- For each WBS element Format 1 details perform
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Budget ed cost for work sc heduled ( BCWS)
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
You must select each tab to move on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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 The BCWP may also be called the earned value
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oriented WBS In simplest terms
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC
Actu al cost o f w ork perform ed (ACWP)
The cos ts ac tually incurred and recorded in accomplishing the work performed within a given time period
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oriented wes In simplest terms
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- 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)
bull Budgeted cos t for work scheduled csewsl SV is the difference between the sewP and sews
bull Budgeted cos t for work performed CsewPl sv = sewP - sew s
bull Actual cost of work performed (AeWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- 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 variance (CV)
bull Budgeted cos t for work scheduled (BCWSl CV is the difference between BCWP and ACWP
bull Budgeted cos t for work performed (BCWP) CV = BCWP - ACWP
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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
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oriented WBS In simplest terms
You must select each tab to m o ve on 2
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 1 bull 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 MSllisectUL~amplel =--1__~-r~~~~~~~~~-------i
For each WBS element Format 1 details perform Esti m at e a t completion ( EAC)
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Format 1 includes a range of management EACs (best case worst case most likely) that include contrac t shylevel 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 trac tor must be able to explain any differences
EAC is the actual cost o f 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 con trol account level
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails performapnc-e_dataincluding______________ ll
Variance a t completion (VAC)bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP) VAC is the difference between the BAC and EAC
bull Actual cost of work performed (ACWP) VAC = BAC-EAC
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
You must select each tab to m o ve on 2
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686 24626 23188 25235 -14385 -204 7 36301 37517 -1216
111 - Frame 1057 1065 823 08 242 20398 17833 18535 -2565 -702 27097 27813 -716
112 shySuspension 3437 3796 4978 359 -1182 55925 56749 63383 824 -6634 78033 81465 -3432 Steering
113 - Power Package 3955 8538 7221 4583 1317 87049 83739 90848 -331 -7109 114551 119892 -5341
1131shyEngine 128 4 2771 2344 1487 427 28256 27182 29489 -1074 -2307 37183 38917 -1734
Note I PMR Format 1 va lues are in t housands of dollars ($)
Select to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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 1
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686
111 - Frame 1057 1065 823 08 242
112 shySuspension 3437 379 6 4978 359 -1182 Steering
113 - Power Package 3955 8538 7221 458 3 1317
1131 middot 128 4 277 1 2344 1487 427 Engine
Note IPMR Format 1 va lues are in t housan
calculat e schedule and cost variances
Using the current period data for WBS element 1131 - Engine the current period SV is
BCWP - BCWS = SV
2771 - 1284 = 148 7 ( favorable)
Using the current period data for WBS element 1131 - Engine the current period CV is
BCWP - ACWP = CV
2771 - 2344 = 42 7 ( favorable)
-121 6
-716
-3432
-5341
-1734
Selec t to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on
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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 o f the IPMR Format 1 displays cost and schedule performance data by task item for the Prime Vehicle its Frame SuspensionS teering and Power Package including the Power Packages 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
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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 (eg hardware software services data or facilities ) which are the contractors responsibility and at the level the contractor needs for proper management control (MIL-STD-881 section 131)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
__________Purpose Contents Example
The purpose of Format 2 is to
bull Detail by OBS ca tegory current and cumulative bullperformance data
bull Collect organizational cost information at the IPMRtotal contrac t level for the organizational elements andor IPT rather than for individual bull wes elements Format 2
bull Identify major subcontractors and material separately
bull
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f reporting
bull Format 1 is WHAT is being built (produc ts)
bull Format 2 is WHO is responsible for building i t (organizations or IPTs)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f performance dat a
reporting bull sews
bull Format 1 is WHAT is being built (produc ts) bull BCWP
bull Format 2 is WHO is responsible for building i t bull ACWP
(organizations or IPTs) bull CV
bull sv
bull SAC
bull EAC
bull VAC
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Format 2 - Organizational Breakdow n Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
current Period Cumulative to Date At Completion
Item Variance Variance ACVP ACVP Budgeted Estimated Variance
BCWS BCWP Schedule Cost BCWS BCWP Schedule Cost
a Organizational Category
2A - Program Office 281 281 304 (22) 4265 4265 4421 (156) 9477 9635 (158)
28 -Program Control 104 92 91 (12) 2 1358 1350 1255 (8) 95 3159 3100 59
2C Support Service 219 199 201 (20) (2) 1946 2079 2122 133 (43) 4422 4745 (323)
20 Manufacturilg 475 423 471 (52) (48) 3412 3073 3380 (339) (307) 7581 7585 (4)
2E Qualily Assurance 140 161 168 21 (7) 2079 1778 1965 (301) (187) 4422 4705 (283)
2F -Procurement 248 298 289 50 9 4069 4157 4170 88 (13) 8845 8860 (15)
2G -Encopyneering 751 653 756 (98) (103) 10867 9634 11243 (1233) (1609) 25271 26057 (786)
Note IPMR Format 2 va lues are in t housands of dollars($) You must select each tab to move on Q
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
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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
bull Compare baseline data from the beginning of the period to the end o f the period to identi fy any bull changes
bull Focus analysis on authorized changes to the IPMR PMB during the reporting period
bullbull Include data to identify total negotiated Format 3 changes to the contract and other important contractual information
bull Include the contractual planned and expected bull completion dates for the scope of work
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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
bull Contract data
bull PMS Beginning o f Period BOP)
bull PMS End of Period EOP)
bull Changes to the PMS
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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 Cont ract data
bull Contract data Data includes
bull PMS Beginning o f Period BOP) bull Original negotiated cost
bull PMS End of Period EOP) bull Negotiated contract changes
bull Changes to the PMS bull Estimated cost of upriced work
bull Contract budget base CBS)
bull Total allocated budget TAB)
bull Work completion dates
bull Management reserve MR)
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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
81dgeted Cost for Vork Sctleduled (SCWS) (NaiQiroolab10)BC1NS Undistrmiddot Cumushy BC1NS deg TotalItem Reporting Six Period Forecast Enter Specified Periods ibutedlative BudgetPeriod Budget
to Date Nov Dec Jan Feb Malt Apr Q3 15 Q415 Qll6 Q216 TC
325663 19608 20724 23685 21166 20399 26996 13026 630502 lll~lllllHll middotmiddot Time-phased BCWS for an
Baseline authorized change Changes
Authorized 256 256 256 256 1280 During
Reporting Period CR middot 10 1 PMB (End of Period) 34527
l 20724 23685 21422 20655 27252 13282 18564 39980 35890 323 10 32747 00 631782
Management 15987Resen1e
Total 647769
Note IPMR Format 3 va lues are in t housands of dollars ($) You must select each tab to move on
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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 timeshyphased 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
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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
bull Provide staffing data that can be plotted and correlated to major milestones and activities on the contrac t schedule to assess the accuracy bull of labor estimates
bull Analyze projected staffing levels for consistency IPMR with scheduled activities
bull The Government and the contractor may negotiate Format 4 staffing to be reported in hours equivalent months or total headcount
bull
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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 contractors 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
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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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 T ime 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
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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
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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 sta ffing 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
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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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 (EVMmiddotCR)
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----
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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
Work Breakdown Structure
The Lightweight Assault and Reconnaissance (LAR) program JPT identified high-risk WBS elements The LAR PM tailored the CORL for the
lAR Vehicle
JPMR to require insight into those elements 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 Frame Pov1er Package
Drive Train Annament lesson to demonstrate how the contractor reports EVM information in the JPMR
Engine Power
Transport
I I
Combustion Ignition
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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 Descrip tion
LAR Work Breakdown Structure levels LAR vehicle is level tructure 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 Primaryelements 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
Systemsare level 5 stemming from Engine Engine is highlighted EngineeringOne of those high- risk ele~-------------------P--shy
which is highlighted on the WBS to the right
We will follow the Engine WBS element in this Frame Pov1er Package
Drive Train Annament lesson to demonstrate how the contractor reports EVM information in the JPMR
Engine Power
Transport
I I
Combustion Ignition
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
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
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 1 The next few pages take a closer
Reports cost and schedule performance data by product-oriented Work Breakdown Structure WBS)
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 2 The next few pages take a closer
Reports cost and schedule performance data by the contractors organizational structure also known as the OBS (eg Functional or Integrated Product Team IPT))
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 3 The next few pages take a closer
Reports changes to the PMB
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 4 The next few pages take a closer
Reports starting forecasts
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 5 The next few pages take a closer
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 de fined in the DID rjlust selecteach
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 6 The next few pages take a closer
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 7 The next few pages take a closer
Defines the time-phased historical and forecast cost submission data
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
Purpose Contents I Example
The purpose of Format 1 is to
bull Provide cost and schedule performance management data by the con tractual WBS
bull Report cost and schedule variances at the bull lowest reporting level identified in the CORL for the current period and on a cumulative basis IPMR
bull Present contractors management range of estimated costs (best case most likely worst bull Format 1 case) of the authorized contractual scope at the total contract level Additionally provide the contractors latest revised estimate for each WBS element scope of work bull
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails performance data including
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
You must select each tab to m o ve on 2
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 1 bull 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 MSllisectUL~ample_------------------------~---- For each WBS element Format 1 details perform
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Budget ed cost for work sc heduled ( BCWS)
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
You must select each tab to move on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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 The BCWP may also be called the earned value
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oriented WBS In simplest terms
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Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC
Actu al cost o f w ork perform ed (ACWP)
The cos ts ac tually incurred and recorded in accomplishing the work performed within a given time period
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oriented wes In simplest terms
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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 perform Sch edule variance (SV)
bull Budgeted cos t for work scheduled csewsl SV is the difference between the sewP and sews
bull Budgeted cos t for work performed CsewPl sv = sewP - sew s
bull Actual cost of work performed (AeWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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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 perform Cost variance (CV)
bull Budgeted cos t for work scheduled (BCWSl CV is the difference between BCWP and ACWP
bull Budgeted cos t for work performed (BCWP) CV = BCWP - ACWP
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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
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oriented WBS In simplest terms
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Format 1 bull 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 MSllisectUL~amplel =--1__~-r~~~~~~~~~-------i
For each WBS element Format 1 details perform Esti m at e a t completion ( EAC)
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Format 1 includes a range of management EACs (best case worst case most likely) that include contrac t shylevel 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 trac tor must be able to explain any differences
EAC is the actual cost o f 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 con trol account level
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails performapnc-e_dataincluding______________ ll
Variance a t completion (VAC)bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP) VAC is the difference between the BAC and EAC
bull Actual cost of work performed (ACWP) VAC = BAC-EAC
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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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
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686 24626 23188 25235 -14385 -204 7 36301 37517 -1216
111 - Frame 1057 1065 823 08 242 20398 17833 18535 -2565 -702 27097 27813 -716
112 shySuspension 3437 3796 4978 359 -1182 55925 56749 63383 824 -6634 78033 81465 -3432 Steering
113 - Power Package 3955 8538 7221 4583 1317 87049 83739 90848 -331 -7109 114551 119892 -5341
1131shyEngine 128 4 2771 2344 1487 427 28256 27182 29489 -1074 -2307 37183 38917 -1734
Note I PMR Format 1 va lues are in t housands of dollars ($)
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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 1
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686
111 - Frame 1057 1065 823 08 242
112 shySuspension 3437 379 6 4978 359 -1182 Steering
113 - Power Package 3955 8538 7221 458 3 1317
1131 middot 128 4 277 1 2344 1487 427 Engine
Note IPMR Format 1 va lues are in t housan
calculat e schedule and cost variances
Using the current period data for WBS element 1131 - Engine the current period SV is
BCWP - BCWS = SV
2771 - 1284 = 148 7 ( favorable)
Using the current period data for WBS element 1131 - Engine the current period CV is
BCWP - ACWP = CV
2771 - 2344 = 42 7 ( favorable)
-121 6
-716
-3432
-5341
-1734
Selec t to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on
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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 o f the IPMR Format 1 displays cost and schedule performance data by task item for the Prime Vehicle its Frame SuspensionS teering and Power Package including the Power Packages 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
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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 (eg hardware software services data or facilities ) which are the contractors responsibility and at the level the contractor needs for proper management control (MIL-STD-881 section 131)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
__________Purpose Contents Example
The purpose of Format 2 is to
bull Detail by OBS ca tegory current and cumulative bullperformance data
bull Collect organizational cost information at the IPMRtotal contrac t level for the organizational elements andor IPT rather than for individual bull wes elements Format 2
bull Identify major subcontractors and material separately
bull
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f reporting
bull Format 1 is WHAT is being built (produc ts)
bull Format 2 is WHO is responsible for building i t (organizations or IPTs)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f performance dat a
reporting bull sews
bull Format 1 is WHAT is being built (produc ts) bull BCWP
bull Format 2 is WHO is responsible for building i t bull ACWP
(organizations or IPTs) bull CV
bull sv
bull SAC
bull EAC
bull VAC
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Format 2 - Organizational Breakdow n Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
current Period Cumulative to Date At Completion
Item Variance Variance ACVP ACVP Budgeted Estimated Variance
BCWS BCWP Schedule Cost BCWS BCWP Schedule Cost
a Organizational Category
2A - Program Office 281 281 304 (22) 4265 4265 4421 (156) 9477 9635 (158)
28 -Program Control 104 92 91 (12) 2 1358 1350 1255 (8) 95 3159 3100 59
2C Support Service 219 199 201 (20) (2) 1946 2079 2122 133 (43) 4422 4745 (323)
20 Manufacturilg 475 423 471 (52) (48) 3412 3073 3380 (339) (307) 7581 7585 (4)
2E Qualily Assurance 140 161 168 21 (7) 2079 1778 1965 (301) (187) 4422 4705 (283)
2F -Procurement 248 298 289 50 9 4069 4157 4170 88 (13) 8845 8860 (15)
2G -Encopyneering 751 653 756 (98) (103) 10867 9634 11243 (1233) (1609) 25271 26057 (786)
Note IPMR Format 2 va lues are in t housands of dollars($) You must select each tab to move on Q
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
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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
bull Compare baseline data from the beginning of the period to the end o f the period to identi fy any bull changes
bull Focus analysis on authorized changes to the IPMR PMB during the reporting period
bullbull Include data to identify total negotiated Format 3 changes to the contract and other important contractual information
bull Include the contractual planned and expected bull completion dates for the scope of work
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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
bull Contract data
bull PMS Beginning o f Period BOP)
bull PMS End of Period EOP)
bull Changes to the PMS
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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 Cont ract data
bull Contract data Data includes
bull PMS Beginning o f Period BOP) bull Original negotiated cost
bull PMS End of Period EOP) bull Negotiated contract changes
bull Changes to the PMS bull Estimated cost of upriced work
bull Contract budget base CBS)
bull Total allocated budget TAB)
bull Work completion dates
bull Management reserve MR)
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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
81dgeted Cost for Vork Sctleduled (SCWS) (NaiQiroolab10)BC1NS Undistrmiddot Cumushy BC1NS deg TotalItem Reporting Six Period Forecast Enter Specified Periods ibutedlative BudgetPeriod Budget
to Date Nov Dec Jan Feb Malt Apr Q3 15 Q415 Qll6 Q216 TC
325663 19608 20724 23685 21166 20399 26996 13026 630502 lll~lllllHll middotmiddot Time-phased BCWS for an
Baseline authorized change Changes
Authorized 256 256 256 256 1280 During
Reporting Period CR middot 10 1 PMB (End of Period) 34527
l 20724 23685 21422 20655 27252 13282 18564 39980 35890 323 10 32747 00 631782
Management 15987Resen1e
Total 647769
Note IPMR Format 3 va lues are in t housands of dollars ($) You must select each tab to move on
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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 timeshyphased 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
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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
bull Provide staffing data that can be plotted and correlated to major milestones and activities on the contrac t schedule to assess the accuracy bull of labor estimates
bull Analyze projected staffing levels for consistency IPMR with scheduled activities
bull The Government and the contractor may negotiate Format 4 staffing to be reported in hours equivalent months or total headcount
bull
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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 contractors 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
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 T ime 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
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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 sta ffing 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
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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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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 Descrip tion
LAR Work Breakdown Structure levels LAR vehicle is level tructure 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 Primaryelements 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
Systemsare level 5 stemming from Engine Engine is highlighted EngineeringOne of those high- risk ele~-------------------P--shy
which is highlighted on the WBS to the right
We will follow the Engine WBS element in this Frame Pov1er Package
Drive Train Annament lesson to demonstrate how the contractor reports EVM information in the JPMR
Engine Power
Transport
I I
Combustion Ignition
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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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
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
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 1 The next few pages take a closer
Reports cost and schedule performance data by product-oriented Work Breakdown Structure WBS)
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 2 The next few pages take a closer
Reports cost and schedule performance data by the contractors organizational structure also known as the OBS (eg Functional or Integrated Product Team IPT))
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 3 The next few pages take a closer
Reports changes to the PMB
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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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 4 The next few pages take a closer
Reports starting forecasts
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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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 5 The next few pages take a closer
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 de fined in the DID rjlust selecteach
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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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 6 The next few pages take a closer
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
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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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 7 The next few pages take a closer
Defines the time-phased historical and forecast cost submission data
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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
bull Provide cost and schedule performance management data by the con tractual WBS
bull Report cost and schedule variances at the bull lowest reporting level identified in the CORL for the current period and on a cumulative basis IPMR
bull Present contractors management range of estimated costs (best case most likely worst bull Format 1 case) of the authorized contractual scope at the total contract level Additionally provide the contractors latest revised estimate for each WBS element scope of work bull
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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 de tails performance data including
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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Format 1 bull 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 MSllisectUL~ample_------------------------~---- For each WBS element Format 1 details perform
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Budget ed cost for work sc heduled ( BCWS)
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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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 The BCWP may also be called the earned value
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oriented WBS In simplest terms
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC
Actu al cost o f w ork perform ed (ACWP)
The cos ts ac tually incurred and recorded in accomplishing the work performed within a given time period
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oriented wes In simplest terms
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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 perform Sch edule variance (SV)
bull Budgeted cos t for work scheduled csewsl SV is the difference between the sewP and sews
bull Budgeted cos t for work performed CsewPl sv = sewP - sew s
bull Actual cost of work performed (AeWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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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 perform Cost variance (CV)
bull Budgeted cos t for work scheduled (BCWSl CV is the difference between BCWP and ACWP
bull Budgeted cos t for work performed (BCWP) CV = BCWP - ACWP
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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
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oriented WBS In simplest terms
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 1 bull 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 MSllisectUL~amplel =--1__~-r~~~~~~~~~-------i
For each WBS element Format 1 details perform Esti m at e a t completion ( EAC)
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Format 1 includes a range of management EACs (best case worst case most likely) that include contrac t shylevel 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 trac tor must be able to explain any differences
EAC is the actual cost o f 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 con trol account level
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails performapnc-e_dataincluding______________ ll
Variance a t completion (VAC)bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP) VAC is the difference between the BAC and EAC
bull Actual cost of work performed (ACWP) VAC = BAC-EAC
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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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
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686 24626 23188 25235 -14385 -204 7 36301 37517 -1216
111 - Frame 1057 1065 823 08 242 20398 17833 18535 -2565 -702 27097 27813 -716
112 shySuspension 3437 3796 4978 359 -1182 55925 56749 63383 824 -6634 78033 81465 -3432 Steering
113 - Power Package 3955 8538 7221 4583 1317 87049 83739 90848 -331 -7109 114551 119892 -5341
1131shyEngine 128 4 2771 2344 1487 427 28256 27182 29489 -1074 -2307 37183 38917 -1734
Note I PMR Format 1 va lues are in t housands of dollars ($)
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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 1
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686
111 - Frame 1057 1065 823 08 242
112 shySuspension 3437 379 6 4978 359 -1182 Steering
113 - Power Package 3955 8538 7221 458 3 1317
1131 middot 128 4 277 1 2344 1487 427 Engine
Note IPMR Format 1 va lues are in t housan
calculat e schedule and cost variances
Using the current period data for WBS element 1131 - Engine the current period SV is
BCWP - BCWS = SV
2771 - 1284 = 148 7 ( favorable)
Using the current period data for WBS element 1131 - Engine the current period CV is
BCWP - ACWP = CV
2771 - 2344 = 42 7 ( favorable)
-121 6
-716
-3432
-5341
-1734
Selec t to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on
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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 o f the IPMR Format 1 displays cost and schedule performance data by task item for the Prime Vehicle its Frame SuspensionS teering and Power Package including the Power Packages 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
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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 (eg hardware software services data or facilities ) which are the contractors responsibility and at the level the contractor needs for proper management control (MIL-STD-881 section 131)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
__________Purpose Contents Example
The purpose of Format 2 is to
bull Detail by OBS ca tegory current and cumulative bullperformance data
bull Collect organizational cost information at the IPMRtotal contrac t level for the organizational elements andor IPT rather than for individual bull wes elements Format 2
bull Identify major subcontractors and material separately
bull
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f reporting
bull Format 1 is WHAT is being built (produc ts)
bull Format 2 is WHO is responsible for building i t (organizations or IPTs)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f performance dat a
reporting bull sews
bull Format 1 is WHAT is being built (produc ts) bull BCWP
bull Format 2 is WHO is responsible for building i t bull ACWP
(organizations or IPTs) bull CV
bull sv
bull SAC
bull EAC
bull VAC
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Format 2 - Organizational Breakdow n Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
current Period Cumulative to Date At Completion
Item Variance Variance ACVP ACVP Budgeted Estimated Variance
BCWS BCWP Schedule Cost BCWS BCWP Schedule Cost
a Organizational Category
2A - Program Office 281 281 304 (22) 4265 4265 4421 (156) 9477 9635 (158)
28 -Program Control 104 92 91 (12) 2 1358 1350 1255 (8) 95 3159 3100 59
2C Support Service 219 199 201 (20) (2) 1946 2079 2122 133 (43) 4422 4745 (323)
20 Manufacturilg 475 423 471 (52) (48) 3412 3073 3380 (339) (307) 7581 7585 (4)
2E Qualily Assurance 140 161 168 21 (7) 2079 1778 1965 (301) (187) 4422 4705 (283)
2F -Procurement 248 298 289 50 9 4069 4157 4170 88 (13) 8845 8860 (15)
2G -Encopyneering 751 653 756 (98) (103) 10867 9634 11243 (1233) (1609) 25271 26057 (786)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
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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
bull Compare baseline data from the beginning of the period to the end o f the period to identi fy any bull changes
bull Focus analysis on authorized changes to the IPMR PMB during the reporting period
bullbull Include data to identify total negotiated Format 3 changes to the contract and other important contractual information
bull Include the contractual planned and expected bull completion dates for the scope of work
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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
bull Contract data
bull PMS Beginning o f Period BOP)
bull PMS End of Period EOP)
bull Changes to the PMS
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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 Cont ract data
bull Contract data Data includes
bull PMS Beginning o f Period BOP) bull Original negotiated cost
bull PMS End of Period EOP) bull Negotiated contract changes
bull Changes to the PMS bull Estimated cost of upriced work
bull Contract budget base CBS)
bull Total allocated budget TAB)
bull Work completion dates
bull Management reserve MR)
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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
81dgeted Cost for Vork Sctleduled (SCWS) (NaiQiroolab10)BC1NS Undistrmiddot Cumushy BC1NS deg TotalItem Reporting Six Period Forecast Enter Specified Periods ibutedlative BudgetPeriod Budget
to Date Nov Dec Jan Feb Malt Apr Q3 15 Q415 Qll6 Q216 TC
325663 19608 20724 23685 21166 20399 26996 13026 630502 lll~lllllHll middotmiddot Time-phased BCWS for an
Baseline authorized change Changes
Authorized 256 256 256 256 1280 During
Reporting Period CR middot 10 1 PMB (End of Period) 34527
l 20724 23685 21422 20655 27252 13282 18564 39980 35890 323 10 32747 00 631782
Management 15987Resen1e
Total 647769
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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 timeshyphased 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
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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
bull Provide staffing data that can be plotted and correlated to major milestones and activities on the contrac t schedule to assess the accuracy bull of labor estimates
bull Analyze projected staffing levels for consistency IPMR with scheduled activities
bull The Government and the contractor may negotiate Format 4 staffing to be reported in hours equivalent months or total headcount
bull
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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 contractors 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
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 T ime 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
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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 sta ffing 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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Lesson Completion
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
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
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 1 The next few pages take a closer
Reports cost and schedule performance data by product-oriented Work Breakdown Structure WBS)
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 2 The next few pages take a closer
Reports cost and schedule performance data by the contractors organizational structure also known as the OBS (eg Functional or Integrated Product Team IPT))
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 3 The next few pages take a closer
Reports changes to the PMB
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 4 The next few pages take a closer
Reports starting forecasts
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 5 The next few pages take a closer
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 de fined in the DID rjlust selecteach
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 6 The next few pages take a closer
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 7 The next few pages take a closer
Defines the time-phased historical and forecast cost submission data
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
Purpose Contents I Example
The purpose of Format 1 is to
bull Provide cost and schedule performance management data by the con tractual WBS
bull Report cost and schedule variances at the bull lowest reporting level identified in the CORL for the current period and on a cumulative basis IPMR
bull Present contractors management range of estimated costs (best case most likely worst bull Format 1 case) of the authorized contractual scope at the total contract level Additionally provide the contractors latest revised estimate for each WBS element scope of work bull
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails performance data including
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 1 bull 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 MSllisectUL~ample_------------------------~---- For each WBS element Format 1 details perform
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Budget ed cost for work sc heduled ( BCWS)
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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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 The BCWP may also be called the earned value
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oriented WBS In simplest terms
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC
Actu al cost o f w ork perform ed (ACWP)
The cos ts ac tually incurred and recorded in accomplishing the work performed within a given time period
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oriented wes In simplest terms
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- 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)
bull Budgeted cos t for work scheduled csewsl SV is the difference between the sewP and sews
bull Budgeted cos t for work performed CsewPl sv = sewP - sew s
bull Actual cost of work performed (AeWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- 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 variance (CV)
bull Budgeted cos t for work scheduled (BCWSl CV is the difference between BCWP and ACWP
bull Budgeted cos t for work performed (BCWP) CV = BCWP - ACWP
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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
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oriented WBS In simplest terms
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 1 bull 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 MSllisectUL~amplel =--1__~-r~~~~~~~~~-------i
For each WBS element Format 1 details perform Esti m at e a t completion ( EAC)
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Format 1 includes a range of management EACs (best case worst case most likely) that include contrac t shylevel 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 trac tor must be able to explain any differences
EAC is the actual cost o f 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 con trol account level
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails performapnc-e_dataincluding______________ ll
Variance a t completion (VAC)bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP) VAC is the difference between the BAC and EAC
bull Actual cost of work performed (ACWP) VAC = BAC-EAC
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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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
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686 24626 23188 25235 -14385 -204 7 36301 37517 -1216
111 - Frame 1057 1065 823 08 242 20398 17833 18535 -2565 -702 27097 27813 -716
112 shySuspension 3437 3796 4978 359 -1182 55925 56749 63383 824 -6634 78033 81465 -3432 Steering
113 - Power Package 3955 8538 7221 4583 1317 87049 83739 90848 -331 -7109 114551 119892 -5341
1131shyEngine 128 4 2771 2344 1487 427 28256 27182 29489 -1074 -2307 37183 38917 -1734
Note I PMR Format 1 va lues are in t housands of dollars ($)
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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 1
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686
111 - Frame 1057 1065 823 08 242
112 shySuspension 3437 379 6 4978 359 -1182 Steering
113 - Power Package 3955 8538 7221 458 3 1317
1131 middot 128 4 277 1 2344 1487 427 Engine
Note IPMR Format 1 va lues are in t housan
calculat e schedule and cost variances
Using the current period data for WBS element 1131 - Engine the current period SV is
BCWP - BCWS = SV
2771 - 1284 = 148 7 ( favorable)
Using the current period data for WBS element 1131 - Engine the current period CV is
BCWP - ACWP = CV
2771 - 2344 = 42 7 ( favorable)
-121 6
-716
-3432
-5341
-1734
Selec t to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented WBS In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents I Example
Long Description
This segment o f the IPMR Format 1 displays cost and schedule performance data by task item for the Prime Vehicle its Frame SuspensionS teering and Power Package including the Power Packages 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
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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 (eg hardware software services data or facilities ) which are the contractors responsibility and at the level the contractor needs for proper management control (MIL-STD-881 section 131)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
__________Purpose Contents Example
The purpose of Format 2 is to
bull Detail by OBS ca tegory current and cumulative bullperformance data
bull Collect organizational cost information at the IPMRtotal contrac t level for the organizational elements andor IPT rather than for individual bull wes elements Format 2
bull Identify major subcontractors and material separately
bull
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f reporting
bull Format 1 is WHAT is being built (produc ts)
bull Format 2 is WHO is responsible for building i t (organizations or IPTs)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f performance dat a
reporting bull sews
bull Format 1 is WHAT is being built (produc ts) bull BCWP
bull Format 2 is WHO is responsible for building i t bull ACWP
(organizations or IPTs) bull CV
bull sv
bull SAC
bull EAC
bull VAC
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Format 2 - Organizational Breakdow n Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
current Period Cumulative to Date At Completion
Item Variance Variance ACVP ACVP Budgeted Estimated Variance
BCWS BCWP Schedule Cost BCWS BCWP Schedule Cost
a Organizational Category
2A - Program Office 281 281 304 (22) 4265 4265 4421 (156) 9477 9635 (158)
28 -Program Control 104 92 91 (12) 2 1358 1350 1255 (8) 95 3159 3100 59
2C Support Service 219 199 201 (20) (2) 1946 2079 2122 133 (43) 4422 4745 (323)
20 Manufacturilg 475 423 471 (52) (48) 3412 3073 3380 (339) (307) 7581 7585 (4)
2E Qualily Assurance 140 161 168 21 (7) 2079 1778 1965 (301) (187) 4422 4705 (283)
2F -Procurement 248 298 289 50 9 4069 4157 4170 88 (13) 8845 8860 (15)
2G -Encopyneering 751 653 756 (98) (103) 10867 9634 11243 (1233) (1609) 25271 26057 (786)
Note IPMR Format 2 va lues are in t housands of dollars($) You must select each tab to move on Q
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
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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
bull Compare baseline data from the beginning of the period to the end o f the period to identi fy any bull changes
bull Focus analysis on authorized changes to the IPMR PMB during the reporting period
bullbull Include data to identify total negotiated Format 3 changes to the contract and other important contractual information
bull Include the contractual planned and expected bull completion dates for the scope of work
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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
bull Contract data
bull PMS Beginning o f Period BOP)
bull PMS End of Period EOP)
bull Changes to the PMS
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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 Cont ract data
bull Contract data Data includes
bull PMS Beginning o f Period BOP) bull Original negotiated cost
bull PMS End of Period EOP) bull Negotiated contract changes
bull Changes to the PMS bull Estimated cost of upriced work
bull Contract budget base CBS)
bull Total allocated budget TAB)
bull Work completion dates
bull Management reserve MR)
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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
81dgeted Cost for Vork Sctleduled (SCWS) (NaiQiroolab10)BC1NS Undistrmiddot Cumushy BC1NS deg TotalItem Reporting Six Period Forecast Enter Specified Periods ibutedlative BudgetPeriod Budget
to Date Nov Dec Jan Feb Malt Apr Q3 15 Q415 Qll6 Q216 TC
325663 19608 20724 23685 21166 20399 26996 13026 630502 lll~lllllHll middotmiddot Time-phased BCWS for an
Baseline authorized change Changes
Authorized 256 256 256 256 1280 During
Reporting Period CR middot 10 1 PMB (End of Period) 34527
l 20724 23685 21422 20655 27252 13282 18564 39980 35890 323 10 32747 00 631782
Management 15987Resen1e
Total 647769
Note IPMR Format 3 va lues are in t housands of dollars ($) You must select each tab to move on
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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 timeshyphased 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
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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
bull Provide staffing data that can be plotted and correlated to major milestones and activities on the contrac t schedule to assess the accuracy bull of labor estimates
bull Analyze projected staffing levels for consistency IPMR with scheduled activities
bull The Government and the contractor may negotiate Format 4 staffing to be reported in hours equivalent months or total headcount
bull
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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 contractors 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
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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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 T ime 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
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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
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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 sta ffing 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
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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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 (EVMmiddotCR)
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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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 w ith i n 12 w orki ng days from the end o f 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
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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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 1 The next few pages take a closer
Reports cost and schedule performance data by product-oriented Work Breakdown Structure WBS)
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 2 The next few pages take a closer
Reports cost and schedule performance data by the contractors organizational structure also known as the OBS (eg Functional or Integrated Product Team IPT))
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 3 The next few pages take a closer
Reports changes to the PMB
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 4 The next few pages take a closer
Reports starting forecasts
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 5 The next few pages take a closer
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 de fined in the DID rjlust selecteach
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 6 The next few pages take a closer
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 7 The next few pages take a closer
Defines the time-phased historical and forecast cost submission data
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
Purpose Contents I Example
The purpose of Format 1 is to
bull Provide cost and schedule performance management data by the con tractual WBS
bull Report cost and schedule variances at the bull lowest reporting level identified in the CORL for the current period and on a cumulative basis IPMR
bull Present contractors management range of estimated costs (best case most likely worst bull Format 1 case) of the authorized contractual scope at the total contract level Additionally provide the contractors latest revised estimate for each WBS element scope of work bull
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails performance data including
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 1 bull 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 MSllisectUL~ample_------------------------~---- For each WBS element Format 1 details perform
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Budget ed cost for work sc heduled ( BCWS)
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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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 The BCWP may also be called the earned value
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oriented WBS In simplest terms
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC
Actu al cost o f w ork perform ed (ACWP)
The cos ts ac tually incurred and recorded in accomplishing the work performed within a given time period
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oriented wes In simplest terms
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- 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)
bull Budgeted cos t for work scheduled csewsl SV is the difference between the sewP and sews
bull Budgeted cos t for work performed CsewPl sv = sewP - sew s
bull Actual cost of work performed (AeWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- 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 variance (CV)
bull Budgeted cos t for work scheduled (BCWSl CV is the difference between BCWP and ACWP
bull Budgeted cos t for work performed (BCWP) CV = BCWP - ACWP
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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
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oriented WBS In simplest terms
You must select each tab to m o ve on 2
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 1 bull 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 MSllisectUL~amplel =--1__~-r~~~~~~~~~-------i
For each WBS element Format 1 details perform Esti m at e a t completion ( EAC)
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Format 1 includes a range of management EACs (best case worst case most likely) that include contrac t shylevel 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 trac tor must be able to explain any differences
EAC is the actual cost o f 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 con trol account level
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails performapnc-e_dataincluding______________ ll
Variance a t completion (VAC)bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP) VAC is the difference between the BAC and EAC
bull Actual cost of work performed (ACWP) VAC = BAC-EAC
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686 24626 23188 25235 -14385 -204 7 36301 37517 -1216
111 - Frame 1057 1065 823 08 242 20398 17833 18535 -2565 -702 27097 27813 -716
112 shySuspension 3437 3796 4978 359 -1182 55925 56749 63383 824 -6634 78033 81465 -3432 Steering
113 - Power Package 3955 8538 7221 4583 1317 87049 83739 90848 -331 -7109 114551 119892 -5341
1131shyEngine 128 4 2771 2344 1487 427 28256 27182 29489 -1074 -2307 37183 38917 -1734
Note I PMR Format 1 va lues are in t housands of dollars ($)
Select to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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 1
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686
111 - Frame 1057 1065 823 08 242
112 shySuspension 3437 379 6 4978 359 -1182 Steering
113 - Power Package 3955 8538 7221 458 3 1317
1131 middot 128 4 277 1 2344 1487 427 Engine
Note IPMR Format 1 va lues are in t housan
calculat e schedule and cost variances
Using the current period data for WBS element 1131 - Engine the current period SV is
BCWP - BCWS = SV
2771 - 1284 = 148 7 ( favorable)
Using the current period data for WBS element 1131 - Engine the current period CV is
BCWP - ACWP = CV
2771 - 2344 = 42 7 ( favorable)
-121 6
-716
-3432
-5341
-1734
Selec t to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented WBS In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents I Example
Long Description
This segment o f the IPMR Format 1 displays cost and schedule performance data by task item for the Prime Vehicle its Frame SuspensionS teering and Power Package including the Power Packages 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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 (eg hardware software services data or facilities ) which are the contractors responsibility and at the level the contractor needs for proper management control (MIL-STD-881 section 131)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
__________Purpose Contents Example
The purpose of Format 2 is to
bull Detail by OBS ca tegory current and cumulative bullperformance data
bull Collect organizational cost information at the IPMRtotal contrac t level for the organizational elements andor IPT rather than for individual bull wes elements Format 2
bull Identify major subcontractors and material separately
bull
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f reporting
bull Format 1 is WHAT is being built (produc ts)
bull Format 2 is WHO is responsible for building i t (organizations or IPTs)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f performance dat a
reporting bull sews
bull Format 1 is WHAT is being built (produc ts) bull BCWP
bull Format 2 is WHO is responsible for building i t bull ACWP
(organizations or IPTs) bull CV
bull sv
bull SAC
bull EAC
bull VAC
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Format 2 - Organizational Breakdow n Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
current Period Cumulative to Date At Completion
Item Variance Variance ACVP ACVP Budgeted Estimated Variance
BCWS BCWP Schedule Cost BCWS BCWP Schedule Cost
a Organizational Category
2A - Program Office 281 281 304 (22) 4265 4265 4421 (156) 9477 9635 (158)
28 -Program Control 104 92 91 (12) 2 1358 1350 1255 (8) 95 3159 3100 59
2C Support Service 219 199 201 (20) (2) 1946 2079 2122 133 (43) 4422 4745 (323)
20 Manufacturilg 475 423 471 (52) (48) 3412 3073 3380 (339) (307) 7581 7585 (4)
2E Qualily Assurance 140 161 168 21 (7) 2079 1778 1965 (301) (187) 4422 4705 (283)
2F -Procurement 248 298 289 50 9 4069 4157 4170 88 (13) 8845 8860 (15)
2G -Encopyneering 751 653 756 (98) (103) 10867 9634 11243 (1233) (1609) 25271 26057 (786)
Note IPMR Format 2 va lues are in t housands of dollars($) You must select each tab to move on Q
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
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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
bull Compare baseline data from the beginning of the period to the end o f the period to identi fy any bull changes
bull Focus analysis on authorized changes to the IPMR PMB during the reporting period
bullbull Include data to identify total negotiated Format 3 changes to the contract and other important contractual information
bull Include the contractual planned and expected bull completion dates for the scope of work
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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
bull Contract data
bull PMS Beginning o f Period BOP)
bull PMS End of Period EOP)
bull Changes to the PMS
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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 Cont ract data
bull Contract data Data includes
bull PMS Beginning o f Period BOP) bull Original negotiated cost
bull PMS End of Period EOP) bull Negotiated contract changes
bull Changes to the PMS bull Estimated cost of upriced work
bull Contract budget base CBS)
bull Total allocated budget TAB)
bull Work completion dates
bull Management reserve MR)
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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
81dgeted Cost for Vork Sctleduled (SCWS) (NaiQiroolab10)BC1NS Undistrmiddot Cumushy BC1NS deg TotalItem Reporting Six Period Forecast Enter Specified Periods ibutedlative BudgetPeriod Budget
to Date Nov Dec Jan Feb Malt Apr Q3 15 Q415 Qll6 Q216 TC
325663 19608 20724 23685 21166 20399 26996 13026 630502 lll~lllllHll middotmiddot Time-phased BCWS for an
Baseline authorized change Changes
Authorized 256 256 256 256 1280 During
Reporting Period CR middot 10 1 PMB (End of Period) 34527
l 20724 23685 21422 20655 27252 13282 18564 39980 35890 323 10 32747 00 631782
Management 15987Resen1e
Total 647769
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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 timeshyphased 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
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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
bull Provide staffing data that can be plotted and correlated to major milestones and activities on the contrac t schedule to assess the accuracy bull of labor estimates
bull Analyze projected staffing levels for consistency IPMR with scheduled activities
bull The Government and the contractor may negotiate Format 4 staffing to be reported in hours equivalent months or total headcount
bull
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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 contractors 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
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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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 T ime 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
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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
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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 sta ffing 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
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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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 (EVMmiddotCR)
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----
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 2 The next few pages take a closer
Reports cost and schedule performance data by the contractors organizational structure also known as the OBS (eg Functional or Integrated Product Team IPT))
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 3 The next few pages take a closer
Reports changes to the PMB
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 4 The next few pages take a closer
Reports starting forecasts
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 5 The next few pages take a closer
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 de fined in the DID rjlust selecteach
format to m ove on I Pbull ge 7of27 I
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 6 The next few pages take a closer
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 7 The next few pages take a closer
Defines the time-phased historical and forecast cost submission data
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
Purpose Contents I Example
The purpose of Format 1 is to
bull Provide cost and schedule performance management data by the con tractual WBS
bull Report cost and schedule variances at the bull lowest reporting level identified in the CORL for the current period and on a cumulative basis IPMR
bull Present contractors management range of estimated costs (best case most likely worst bull Format 1 case) of the authorized contractual scope at the total contract level Additionally provide the contractors latest revised estimate for each WBS element scope of work bull
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails performance data including
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
You must select each tab to m o ve on 2
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 1 bull 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 MSllisectUL~ample_------------------------~---- For each WBS element Format 1 details perform
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Budget ed cost for work sc heduled ( BCWS)
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
You must select each tab to move on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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 The BCWP may also be called the earned value
RESOURCES I PRINT I HELP
oriented WBS In simplest terms
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC
Actu al cost o f w ork perform ed (ACWP)
The cos ts ac tually incurred and recorded in accomplishing the work performed within a given time period
RESOURCES I PRINT I HELP
oriented wes In simplest terms
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- 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)
bull Budgeted cos t for work scheduled csewsl SV is the difference between the sewP and sews
bull Budgeted cos t for work performed CsewPl sv = sewP - sew s
bull Actual cost of work performed (AeWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- 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 variance (CV)
bull Budgeted cos t for work scheduled (BCWSl CV is the difference between BCWP and ACWP
bull Budgeted cos t for work performed (BCWP) CV = BCWP - ACWP
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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
RESOURCES I PRINT I HELP
oriented WBS In simplest terms
You must select each tab to m o ve on 2
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 1 bull 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 MSllisectUL~amplel =--1__~-r~~~~~~~~~-------i
For each WBS element Format 1 details perform Esti m at e a t completion ( EAC)
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Format 1 includes a range of management EACs (best case worst case most likely) that include contrac t shylevel 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 trac tor must be able to explain any differences
EAC is the actual cost o f 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 con trol account level
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails performapnc-e_dataincluding______________ ll
Variance a t completion (VAC)bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP) VAC is the difference between the BAC and EAC
bull Actual cost of work performed (ACWP) VAC = BAC-EAC
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
You must select each tab to m o ve on 2
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686 24626 23188 25235 -14385 -204 7 36301 37517 -1216
111 - Frame 1057 1065 823 08 242 20398 17833 18535 -2565 -702 27097 27813 -716
112 shySuspension 3437 3796 4978 359 -1182 55925 56749 63383 824 -6634 78033 81465 -3432 Steering
113 - Power Package 3955 8538 7221 4583 1317 87049 83739 90848 -331 -7109 114551 119892 -5341
1131shyEngine 128 4 2771 2344 1487 427 28256 27182 29489 -1074 -2307 37183 38917 -1734
Note I PMR Format 1 va lues are in t housands of dollars ($)
Select to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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 1
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686
111 - Frame 1057 1065 823 08 242
112 shySuspension 3437 379 6 4978 359 -1182 Steering
113 - Power Package 3955 8538 7221 458 3 1317
1131 middot 128 4 277 1 2344 1487 427 Engine
Note IPMR Format 1 va lues are in t housan
calculat e schedule and cost variances
Using the current period data for WBS element 1131 - Engine the current period SV is
BCWP - BCWS = SV
2771 - 1284 = 148 7 ( favorable)
Using the current period data for WBS element 1131 - Engine the current period CV is
BCWP - ACWP = CV
2771 - 2344 = 42 7 ( favorable)
-121 6
-716
-3432
-5341
-1734
Selec t to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on
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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 o f the IPMR Format 1 displays cost and schedule performance data by task item for the Prime Vehicle its Frame SuspensionS teering and Power Package including the Power Packages 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
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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 (eg hardware software services data or facilities ) which are the contractors responsibility and at the level the contractor needs for proper management control (MIL-STD-881 section 131)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
__________Purpose Contents Example
The purpose of Format 2 is to
bull Detail by OBS ca tegory current and cumulative bullperformance data
bull Collect organizational cost information at the IPMRtotal contrac t level for the organizational elements andor IPT rather than for individual bull wes elements Format 2
bull Identify major subcontractors and material separately
bull
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f reporting
bull Format 1 is WHAT is being built (produc ts)
bull Format 2 is WHO is responsible for building i t (organizations or IPTs)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f performance dat a
reporting bull sews
bull Format 1 is WHAT is being built (produc ts) bull BCWP
bull Format 2 is WHO is responsible for building i t bull ACWP
(organizations or IPTs) bull CV
bull sv
bull SAC
bull EAC
bull VAC
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Format 2 - Organizational Breakdow n Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
current Period Cumulative to Date At Completion
Item Variance Variance ACVP ACVP Budgeted Estimated Variance
BCWS BCWP Schedule Cost BCWS BCWP Schedule Cost
a Organizational Category
2A - Program Office 281 281 304 (22) 4265 4265 4421 (156) 9477 9635 (158)
28 -Program Control 104 92 91 (12) 2 1358 1350 1255 (8) 95 3159 3100 59
2C Support Service 219 199 201 (20) (2) 1946 2079 2122 133 (43) 4422 4745 (323)
20 Manufacturilg 475 423 471 (52) (48) 3412 3073 3380 (339) (307) 7581 7585 (4)
2E Qualily Assurance 140 161 168 21 (7) 2079 1778 1965 (301) (187) 4422 4705 (283)
2F -Procurement 248 298 289 50 9 4069 4157 4170 88 (13) 8845 8860 (15)
2G -Encopyneering 751 653 756 (98) (103) 10867 9634 11243 (1233) (1609) 25271 26057 (786)
Note IPMR Format 2 va lues are in t housands of dollars($) You must select each tab to move on Q
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
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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
bull Compare baseline data from the beginning of the period to the end o f the period to identi fy any bull changes
bull Focus analysis on authorized changes to the IPMR PMB during the reporting period
bullbull Include data to identify total negotiated Format 3 changes to the contract and other important contractual information
bull Include the contractual planned and expected bull completion dates for the scope of work
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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
bull Contract data
bull PMS Beginning o f Period BOP)
bull PMS End of Period EOP)
bull Changes to the PMS
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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 Cont ract data
bull Contract data Data includes
bull PMS Beginning o f Period BOP) bull Original negotiated cost
bull PMS End of Period EOP) bull Negotiated contract changes
bull Changes to the PMS bull Estimated cost of upriced work
bull Contract budget base CBS)
bull Total allocated budget TAB)
bull Work completion dates
bull Management reserve MR)
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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
81dgeted Cost for Vork Sctleduled (SCWS) (NaiQiroolab10)BC1NS Undistrmiddot Cumushy BC1NS deg TotalItem Reporting Six Period Forecast Enter Specified Periods ibutedlative BudgetPeriod Budget
to Date Nov Dec Jan Feb Malt Apr Q3 15 Q415 Qll6 Q216 TC
325663 19608 20724 23685 21166 20399 26996 13026 630502 lll~lllllHll middotmiddot Time-phased BCWS for an
Baseline authorized change Changes
Authorized 256 256 256 256 1280 During
Reporting Period CR middot 10 1 PMB (End of Period) 34527
l 20724 23685 21422 20655 27252 13282 18564 39980 35890 323 10 32747 00 631782
Management 15987Resen1e
Total 647769
Note IPMR Format 3 va lues are in t housands of dollars ($) You must select each tab to move on
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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 timeshyphased 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
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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
bull Provide staffing data that can be plotted and correlated to major milestones and activities on the contrac t schedule to assess the accuracy bull of labor estimates
bull Analyze projected staffing levels for consistency IPMR with scheduled activities
bull The Government and the contractor may negotiate Format 4 staffing to be reported in hours equivalent months or total headcount
bull
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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 contractors 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
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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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 T ime 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
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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
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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 sta ffing 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
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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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 (EVMmiddotCR)
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----
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 3 The next few pages take a closer
Reports changes to the PMB
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 4 The next few pages take a closer
Reports starting forecasts
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 5 The next few pages take a closer
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 de fined in the DID rjlust selecteach
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 6 The next few pages take a closer
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 7 The next few pages take a closer
Defines the time-phased historical and forecast cost submission data
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
Purpose Contents I Example
The purpose of Format 1 is to
bull Provide cost and schedule performance management data by the con tractual WBS
bull Report cost and schedule variances at the bull lowest reporting level identified in the CORL for the current period and on a cumulative basis IPMR
bull Present contractors management range of estimated costs (best case most likely worst bull Format 1 case) of the authorized contractual scope at the total contract level Additionally provide the contractors latest revised estimate for each WBS element scope of work bull
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails performance data including
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
You must select each tab to m o ve on 2
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 1 bull 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 MSllisectUL~ample_------------------------~---- For each WBS element Format 1 details perform
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Budget ed cost for work sc heduled ( BCWS)
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
You must select each tab to move on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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 The BCWP may also be called the earned value
RESOURCES I PRINT I HELP
oriented WBS In simplest terms
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC
Actu al cost o f w ork perform ed (ACWP)
The cos ts ac tually incurred and recorded in accomplishing the work performed within a given time period
RESOURCES I PRINT I HELP
oriented wes In simplest terms
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- 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)
bull Budgeted cos t for work scheduled csewsl SV is the difference between the sewP and sews
bull Budgeted cos t for work performed CsewPl sv = sewP - sew s
bull Actual cost of work performed (AeWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- 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 variance (CV)
bull Budgeted cos t for work scheduled (BCWSl CV is the difference between BCWP and ACWP
bull Budgeted cos t for work performed (BCWP) CV = BCWP - ACWP
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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
RESOURCES I PRINT I HELP
oriented WBS In simplest terms
You must select each tab to m o ve on 2
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 1 bull 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 MSllisectUL~amplel =--1__~-r~~~~~~~~~-------i
For each WBS element Format 1 details perform Esti m at e a t completion ( EAC)
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Format 1 includes a range of management EACs (best case worst case most likely) that include contrac t shylevel 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 trac tor must be able to explain any differences
EAC is the actual cost o f 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 con trol account level
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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 de tails performapnc-e_dataincluding______________ ll
Variance a t completion (VAC)bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP) VAC is the difference between the BAC and EAC
bull Actual cost of work performed (ACWP) VAC = BAC-EAC
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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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
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686 24626 23188 25235 -14385 -204 7 36301 37517 -1216
111 - Frame 1057 1065 823 08 242 20398 17833 18535 -2565 -702 27097 27813 -716
112 shySuspension 3437 3796 4978 359 -1182 55925 56749 63383 824 -6634 78033 81465 -3432 Steering
113 - Power Package 3955 8538 7221 4583 1317 87049 83739 90848 -331 -7109 114551 119892 -5341
1131shyEngine 128 4 2771 2344 1487 427 28256 27182 29489 -1074 -2307 37183 38917 -1734
Note I PMR Format 1 va lues are in t housands of dollars ($)
Select to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on Q
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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 1
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686
111 - Frame 1057 1065 823 08 242
112 shySuspension 3437 379 6 4978 359 -1182 Steering
113 - Power Package 3955 8538 7221 458 3 1317
1131 middot 128 4 277 1 2344 1487 427 Engine
Note IPMR Format 1 va lues are in t housan
calculat e schedule and cost variances
Using the current period data for WBS element 1131 - Engine the current period SV is
BCWP - BCWS = SV
2771 - 1284 = 148 7 ( favorable)
Using the current period data for WBS element 1131 - Engine the current period CV is
BCWP - ACWP = CV
2771 - 2344 = 42 7 ( favorable)
-121 6
-716
-3432
-5341
-1734
Selec t to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on
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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 o f the IPMR Format 1 displays cost and schedule performance data by task item for the Prime Vehicle its Frame SuspensionS teering and Power Package including the Power Packages 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
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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 (eg hardware software services data or facilities ) which are the contractors responsibility and at the level the contractor needs for proper management control (MIL-STD-881 section 131)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
__________Purpose Contents Example
The purpose of Format 2 is to
bull Detail by OBS ca tegory current and cumulative bullperformance data
bull Collect organizational cost information at the IPMRtotal contrac t level for the organizational elements andor IPT rather than for individual bull wes elements Format 2
bull Identify major subcontractors and material separately
bull
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f reporting
bull Format 1 is WHAT is being built (produc ts)
bull Format 2 is WHO is responsible for building i t (organizations or IPTs)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f performance dat a
reporting bull sews
bull Format 1 is WHAT is being built (produc ts) bull BCWP
bull Format 2 is WHO is responsible for building i t bull ACWP
(organizations or IPTs) bull CV
bull sv
bull SAC
bull EAC
bull VAC
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Format 2 - Organizational Breakdow n Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
current Period Cumulative to Date At Completion
Item Variance Variance ACVP ACVP Budgeted Estimated Variance
BCWS BCWP Schedule Cost BCWS BCWP Schedule Cost
a Organizational Category
2A - Program Office 281 281 304 (22) 4265 4265 4421 (156) 9477 9635 (158)
28 -Program Control 104 92 91 (12) 2 1358 1350 1255 (8) 95 3159 3100 59
2C Support Service 219 199 201 (20) (2) 1946 2079 2122 133 (43) 4422 4745 (323)
20 Manufacturilg 475 423 471 (52) (48) 3412 3073 3380 (339) (307) 7581 7585 (4)
2E Qualily Assurance 140 161 168 21 (7) 2079 1778 1965 (301) (187) 4422 4705 (283)
2F -Procurement 248 298 289 50 9 4069 4157 4170 88 (13) 8845 8860 (15)
2G -Encopyneering 751 653 756 (98) (103) 10867 9634 11243 (1233) (1609) 25271 26057 (786)
Note IPMR Format 2 va lues are in t housands of dollars($) You must select each tab to move on Q
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
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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
bull Compare baseline data from the beginning of the period to the end o f the period to identi fy any bull changes
bull Focus analysis on authorized changes to the IPMR PMB during the reporting period
bullbull Include data to identify total negotiated Format 3 changes to the contract and other important contractual information
bull Include the contractual planned and expected bull completion dates for the scope of work
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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
bull Contract data
bull PMS Beginning o f Period BOP)
bull PMS End of Period EOP)
bull Changes to the PMS
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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 Cont ract data
bull Contract data Data includes
bull PMS Beginning o f Period BOP) bull Original negotiated cost
bull PMS End of Period EOP) bull Negotiated contract changes
bull Changes to the PMS bull Estimated cost of upriced work
bull Contract budget base CBS)
bull Total allocated budget TAB)
bull Work completion dates
bull Management reserve MR)
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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
81dgeted Cost for Vork Sctleduled (SCWS) (NaiQiroolab10)BC1NS Undistrmiddot Cumushy BC1NS deg TotalItem Reporting Six Period Forecast Enter Specified Periods ibutedlative BudgetPeriod Budget
to Date Nov Dec Jan Feb Malt Apr Q3 15 Q415 Qll6 Q216 TC
325663 19608 20724 23685 21166 20399 26996 13026 630502 lll~lllllHll middotmiddot Time-phased BCWS for an
Baseline authorized change Changes
Authorized 256 256 256 256 1280 During
Reporting Period CR middot 10 1 PMB (End of Period) 34527
l 20724 23685 21422 20655 27252 13282 18564 39980 35890 323 10 32747 00 631782
Management 15987Resen1e
Total 647769
Note IPMR Format 3 va lues are in t housands of dollars ($) You must select each tab to move on
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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 timeshyphased 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
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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
bull Provide staffing data that can be plotted and correlated to major milestones and activities on the contrac t schedule to assess the accuracy bull of labor estimates
bull Analyze projected staffing levels for consistency IPMR with scheduled activities
bull The Government and the contractor may negotiate Format 4 staffing to be reported in hours equivalent months or total headcount
bull
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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 contractors 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
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 T ime 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 sta ffing 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 4 The next few pages take a closer
Reports starting forecasts
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 5 The next few pages take a closer
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 de fined in the DID rjlust selecteach
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 6 The next few pages take a closer
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 7 The next few pages take a closer
Defines the time-phased historical and forecast cost submission data
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
Purpose Contents I Example
The purpose of Format 1 is to
bull Provide cost and schedule performance management data by the con tractual WBS
bull Report cost and schedule variances at the bull lowest reporting level identified in the CORL for the current period and on a cumulative basis IPMR
bull Present contractors management range of estimated costs (best case most likely worst bull Format 1 case) of the authorized contractual scope at the total contract level Additionally provide the contractors latest revised estimate for each WBS element scope of work bull
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails performance data including
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
You must select each tab to m o ve on 2
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 1 bull 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 MSllisectUL~ample_------------------------~---- For each WBS element Format 1 details perform
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Budget ed cost for work sc heduled ( BCWS)
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
You must select each tab to move on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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 The BCWP may also be called the earned value
RESOURCES I PRINT I HELP
oriented WBS In simplest terms
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC
Actu al cost o f w ork perform ed (ACWP)
The cos ts ac tually incurred and recorded in accomplishing the work performed within a given time period
RESOURCES I PRINT I HELP
oriented wes In simplest terms
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- 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)
bull Budgeted cos t for work scheduled csewsl SV is the difference between the sewP and sews
bull Budgeted cos t for work performed CsewPl sv = sewP - sew s
bull Actual cost of work performed (AeWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- 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 variance (CV)
bull Budgeted cos t for work scheduled (BCWSl CV is the difference between BCWP and ACWP
bull Budgeted cos t for work performed (BCWP) CV = BCWP - ACWP
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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
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oriented WBS In simplest terms
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Format 1 bull 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 MSllisectUL~amplel =--1__~-r~~~~~~~~~-------i
For each WBS element Format 1 details perform Esti m at e a t completion ( EAC)
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Format 1 includes a range of management EACs (best case worst case most likely) that include contrac t shylevel 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 trac tor must be able to explain any differences
EAC is the actual cost o f 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 con trol account level
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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 de tails performapnc-e_dataincluding______________ ll
Variance a t completion (VAC)bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP) VAC is the difference between the BAC and EAC
bull Actual cost of work performed (ACWP) VAC = BAC-EAC
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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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
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686 24626 23188 25235 -14385 -204 7 36301 37517 -1216
111 - Frame 1057 1065 823 08 242 20398 17833 18535 -2565 -702 27097 27813 -716
112 shySuspension 3437 3796 4978 359 -1182 55925 56749 63383 824 -6634 78033 81465 -3432 Steering
113 - Power Package 3955 8538 7221 4583 1317 87049 83739 90848 -331 -7109 114551 119892 -5341
1131shyEngine 128 4 2771 2344 1487 427 28256 27182 29489 -1074 -2307 37183 38917 -1734
Note I PMR Format 1 va lues are in t housands of dollars ($)
Select to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on Q
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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 1
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686
111 - Frame 1057 1065 823 08 242
112 shySuspension 3437 379 6 4978 359 -1182 Steering
113 - Power Package 3955 8538 7221 458 3 1317
1131 middot 128 4 277 1 2344 1487 427 Engine
Note IPMR Format 1 va lues are in t housan
calculat e schedule and cost variances
Using the current period data for WBS element 1131 - Engine the current period SV is
BCWP - BCWS = SV
2771 - 1284 = 148 7 ( favorable)
Using the current period data for WBS element 1131 - Engine the current period CV is
BCWP - ACWP = CV
2771 - 2344 = 42 7 ( favorable)
-121 6
-716
-3432
-5341
-1734
Selec t to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on
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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 o f the IPMR Format 1 displays cost and schedule performance data by task item for the Prime Vehicle its Frame SuspensionS teering and Power Package including the Power Packages 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
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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 (eg hardware software services data or facilities ) which are the contractors responsibility and at the level the contractor needs for proper management control (MIL-STD-881 section 131)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
__________Purpose Contents Example
The purpose of Format 2 is to
bull Detail by OBS ca tegory current and cumulative bullperformance data
bull Collect organizational cost information at the IPMRtotal contrac t level for the organizational elements andor IPT rather than for individual bull wes elements Format 2
bull Identify major subcontractors and material separately
bull
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f reporting
bull Format 1 is WHAT is being built (produc ts)
bull Format 2 is WHO is responsible for building i t (organizations or IPTs)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f performance dat a
reporting bull sews
bull Format 1 is WHAT is being built (produc ts) bull BCWP
bull Format 2 is WHO is responsible for building i t bull ACWP
(organizations or IPTs) bull CV
bull sv
bull SAC
bull EAC
bull VAC
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Format 2 - Organizational Breakdow n Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
current Period Cumulative to Date At Completion
Item Variance Variance ACVP ACVP Budgeted Estimated Variance
BCWS BCWP Schedule Cost BCWS BCWP Schedule Cost
a Organizational Category
2A - Program Office 281 281 304 (22) 4265 4265 4421 (156) 9477 9635 (158)
28 -Program Control 104 92 91 (12) 2 1358 1350 1255 (8) 95 3159 3100 59
2C Support Service 219 199 201 (20) (2) 1946 2079 2122 133 (43) 4422 4745 (323)
20 Manufacturilg 475 423 471 (52) (48) 3412 3073 3380 (339) (307) 7581 7585 (4)
2E Qualily Assurance 140 161 168 21 (7) 2079 1778 1965 (301) (187) 4422 4705 (283)
2F -Procurement 248 298 289 50 9 4069 4157 4170 88 (13) 8845 8860 (15)
2G -Encopyneering 751 653 756 (98) (103) 10867 9634 11243 (1233) (1609) 25271 26057 (786)
Note IPMR Format 2 va lues are in t housands of dollars($) You must select each tab to move on Q
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
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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
bull Compare baseline data from the beginning of the period to the end o f the period to identi fy any bull changes
bull Focus analysis on authorized changes to the IPMR PMB during the reporting period
bullbull Include data to identify total negotiated Format 3 changes to the contract and other important contractual information
bull Include the contractual planned and expected bull completion dates for the scope of work
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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
bull Contract data
bull PMS Beginning o f Period BOP)
bull PMS End of Period EOP)
bull Changes to the PMS
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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 Cont ract data
bull Contract data Data includes
bull PMS Beginning o f Period BOP) bull Original negotiated cost
bull PMS End of Period EOP) bull Negotiated contract changes
bull Changes to the PMS bull Estimated cost of upriced work
bull Contract budget base CBS)
bull Total allocated budget TAB)
bull Work completion dates
bull Management reserve MR)
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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
81dgeted Cost for Vork Sctleduled (SCWS) (NaiQiroolab10)BC1NS Undistrmiddot Cumushy BC1NS deg TotalItem Reporting Six Period Forecast Enter Specified Periods ibutedlative BudgetPeriod Budget
to Date Nov Dec Jan Feb Malt Apr Q3 15 Q415 Qll6 Q216 TC
325663 19608 20724 23685 21166 20399 26996 13026 630502 lll~lllllHll middotmiddot Time-phased BCWS for an
Baseline authorized change Changes
Authorized 256 256 256 256 1280 During
Reporting Period CR middot 10 1 PMB (End of Period) 34527
l 20724 23685 21422 20655 27252 13282 18564 39980 35890 323 10 32747 00 631782
Management 15987Resen1e
Total 647769
Note IPMR Format 3 va lues are in t housands of dollars ($) You must select each tab to move on
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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 timeshyphased 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
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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
bull Provide staffing data that can be plotted and correlated to major milestones and activities on the contrac t schedule to assess the accuracy bull of labor estimates
bull Analyze projected staffing levels for consistency IPMR with scheduled activities
bull The Government and the contractor may negotiate Format 4 staffing to be reported in hours equivalent months or total headcount
bull
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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 contractors 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
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 T ime 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
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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 sta ffing 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
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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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 (EVMmiddotCR)
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----
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 5 The next few pages take a closer
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 de fined in the DID rjlust selecteach
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 6 The next few pages take a closer
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
You must select each format t o m ov e on
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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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 7 The next few pages take a closer
Defines the time-phased historical and forecast cost submission data
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
Purpose Contents I Example
The purpose of Format 1 is to
bull Provide cost and schedule performance management data by the con tractual WBS
bull Report cost and schedule variances at the bull lowest reporting level identified in the CORL for the current period and on a cumulative basis IPMR
bull Present contractors management range of estimated costs (best case most likely worst bull Format 1 case) of the authorized contractual scope at the total contract level Additionally provide the contractors latest revised estimate for each WBS element scope of work bull
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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 de tails performance data including
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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Format 1 bull 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 MSllisectUL~ample_------------------------~---- For each WBS element Format 1 details perform
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Budget ed cost for work sc heduled ( BCWS)
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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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 The BCWP may also be called the earned value
RESOURCES I PRINT I HELP
oriented WBS In simplest terms
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC
Actu al cost o f w ork perform ed (ACWP)
The cos ts ac tually incurred and recorded in accomplishing the work performed within a given time period
RESOURCES I PRINT I HELP
oriented wes In simplest terms
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- 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)
bull Budgeted cos t for work scheduled csewsl SV is the difference between the sewP and sews
bull Budgeted cos t for work performed CsewPl sv = sewP - sew s
bull Actual cost of work performed (AeWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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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 perform Cost variance (CV)
bull Budgeted cos t for work scheduled (BCWSl CV is the difference between BCWP and ACWP
bull Budgeted cos t for work performed (BCWP) CV = BCWP - ACWP
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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
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oriented WBS In simplest terms
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Format 1 bull 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 MSllisectUL~amplel =--1__~-r~~~~~~~~~-------i
For each WBS element Format 1 details perform Esti m at e a t completion ( EAC)
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Format 1 includes a range of management EACs (best case worst case most likely) that include contrac t shylevel 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 trac tor must be able to explain any differences
EAC is the actual cost o f 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 con trol account level
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails performapnc-e_dataincluding______________ ll
Variance a t completion (VAC)bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP) VAC is the difference between the BAC and EAC
bull Actual cost of work performed (ACWP) VAC = BAC-EAC
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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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
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686 24626 23188 25235 -14385 -204 7 36301 37517 -1216
111 - Frame 1057 1065 823 08 242 20398 17833 18535 -2565 -702 27097 27813 -716
112 shySuspension 3437 3796 4978 359 -1182 55925 56749 63383 824 -6634 78033 81465 -3432 Steering
113 - Power Package 3955 8538 7221 4583 1317 87049 83739 90848 -331 -7109 114551 119892 -5341
1131shyEngine 128 4 2771 2344 1487 427 28256 27182 29489 -1074 -2307 37183 38917 -1734
Note I PMR Format 1 va lues are in t housands of dollars ($)
Select to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on Q
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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 1
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686
111 - Frame 1057 1065 823 08 242
112 shySuspension 3437 379 6 4978 359 -1182 Steering
113 - Power Package 3955 8538 7221 458 3 1317
1131 middot 128 4 277 1 2344 1487 427 Engine
Note IPMR Format 1 va lues are in t housan
calculat e schedule and cost variances
Using the current period data for WBS element 1131 - Engine the current period SV is
BCWP - BCWS = SV
2771 - 1284 = 148 7 ( favorable)
Using the current period data for WBS element 1131 - Engine the current period CV is
BCWP - ACWP = CV
2771 - 2344 = 42 7 ( favorable)
-121 6
-716
-3432
-5341
-1734
Selec t to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on
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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 o f the IPMR Format 1 displays cost and schedule performance data by task item for the Prime Vehicle its Frame SuspensionS teering and Power Package including the Power Packages 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
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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 (eg hardware software services data or facilities ) which are the contractors responsibility and at the level the contractor needs for proper management control (MIL-STD-881 section 131)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
__________Purpose Contents Example
The purpose of Format 2 is to
bull Detail by OBS ca tegory current and cumulative bullperformance data
bull Collect organizational cost information at the IPMRtotal contrac t level for the organizational elements andor IPT rather than for individual bull wes elements Format 2
bull Identify major subcontractors and material separately
bull
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f reporting
bull Format 1 is WHAT is being built (produc ts)
bull Format 2 is WHO is responsible for building i t (organizations or IPTs)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f performance dat a
reporting bull sews
bull Format 1 is WHAT is being built (produc ts) bull BCWP
bull Format 2 is WHO is responsible for building i t bull ACWP
(organizations or IPTs) bull CV
bull sv
bull SAC
bull EAC
bull VAC
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Format 2 - Organizational Breakdow n Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
current Period Cumulative to Date At Completion
Item Variance Variance ACVP ACVP Budgeted Estimated Variance
BCWS BCWP Schedule Cost BCWS BCWP Schedule Cost
a Organizational Category
2A - Program Office 281 281 304 (22) 4265 4265 4421 (156) 9477 9635 (158)
28 -Program Control 104 92 91 (12) 2 1358 1350 1255 (8) 95 3159 3100 59
2C Support Service 219 199 201 (20) (2) 1946 2079 2122 133 (43) 4422 4745 (323)
20 Manufacturilg 475 423 471 (52) (48) 3412 3073 3380 (339) (307) 7581 7585 (4)
2E Qualily Assurance 140 161 168 21 (7) 2079 1778 1965 (301) (187) 4422 4705 (283)
2F -Procurement 248 298 289 50 9 4069 4157 4170 88 (13) 8845 8860 (15)
2G -Encopyneering 751 653 756 (98) (103) 10867 9634 11243 (1233) (1609) 25271 26057 (786)
Note IPMR Format 2 va lues are in t housands of dollars($) You must select each tab to move on Q
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
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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
bull Compare baseline data from the beginning of the period to the end o f the period to identi fy any bull changes
bull Focus analysis on authorized changes to the IPMR PMB during the reporting period
bullbull Include data to identify total negotiated Format 3 changes to the contract and other important contractual information
bull Include the contractual planned and expected bull completion dates for the scope of work
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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
bull Contract data
bull PMS Beginning o f Period BOP)
bull PMS End of Period EOP)
bull Changes to the PMS
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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 Cont ract data
bull Contract data Data includes
bull PMS Beginning o f Period BOP) bull Original negotiated cost
bull PMS End of Period EOP) bull Negotiated contract changes
bull Changes to the PMS bull Estimated cost of upriced work
bull Contract budget base CBS)
bull Total allocated budget TAB)
bull Work completion dates
bull Management reserve MR)
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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
81dgeted Cost for Vork Sctleduled (SCWS) (NaiQiroolab10)BC1NS Undistrmiddot Cumushy BC1NS deg TotalItem Reporting Six Period Forecast Enter Specified Periods ibutedlative BudgetPeriod Budget
to Date Nov Dec Jan Feb Malt Apr Q3 15 Q415 Qll6 Q216 TC
325663 19608 20724 23685 21166 20399 26996 13026 630502 lll~lllllHll middotmiddot Time-phased BCWS for an
Baseline authorized change Changes
Authorized 256 256 256 256 1280 During
Reporting Period CR middot 10 1 PMB (End of Period) 34527
l 20724 23685 21422 20655 27252 13282 18564 39980 35890 323 10 32747 00 631782
Management 15987Resen1e
Total 647769
Note IPMR Format 3 va lues are in t housands of dollars ($) You must select each tab to move on
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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 timeshyphased 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
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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
bull Provide staffing data that can be plotted and correlated to major milestones and activities on the contrac t schedule to assess the accuracy bull of labor estimates
bull Analyze projected staffing levels for consistency IPMR with scheduled activities
bull The Government and the contractor may negotiate Format 4 staffing to be reported in hours equivalent months or total headcount
bull
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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 contractors 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
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 T ime 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
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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 sta ffing 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 6 The next few pages take a closer
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
You must select each format t o m ov e on
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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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 7 The next few pages take a closer
Defines the time-phased historical and forecast cost submission data
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
Purpose Contents I Example
The purpose of Format 1 is to
bull Provide cost and schedule performance management data by the con tractual WBS
bull Report cost and schedule variances at the bull lowest reporting level identified in the CORL for the current period and on a cumulative basis IPMR
bull Present contractors management range of estimated costs (best case most likely worst bull Format 1 case) of the authorized contractual scope at the total contract level Additionally provide the contractors latest revised estimate for each WBS element scope of work bull
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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 de tails performance data including
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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Format 1 bull 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 MSllisectUL~ample_------------------------~---- For each WBS element Format 1 details perform
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Budget ed cost for work sc heduled ( BCWS)
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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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 The BCWP may also be called the earned value
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oriented WBS In simplest terms
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC
Actu al cost o f w ork perform ed (ACWP)
The cos ts ac tually incurred and recorded in accomplishing the work performed within a given time period
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oriented wes In simplest terms
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- 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)
bull Budgeted cos t for work scheduled csewsl SV is the difference between the sewP and sews
bull Budgeted cos t for work performed CsewPl sv = sewP - sew s
bull Actual cost of work performed (AeWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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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 perform Cost variance (CV)
bull Budgeted cos t for work scheduled (BCWSl CV is the difference between BCWP and ACWP
bull Budgeted cos t for work performed (BCWP) CV = BCWP - ACWP
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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
RESOURCES I PRINT I HELP
oriented WBS In simplest terms
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Format 1 bull 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 MSllisectUL~amplel =--1__~-r~~~~~~~~~-------i
For each WBS element Format 1 details perform Esti m at e a t completion ( EAC)
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Format 1 includes a range of management EACs (best case worst case most likely) that include contrac t shylevel 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 trac tor must be able to explain any differences
EAC is the actual cost o f 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 con trol account level
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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 de tails performapnc-e_dataincluding______________ ll
Variance a t completion (VAC)bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP) VAC is the difference between the BAC and EAC
bull Actual cost of work performed (ACWP) VAC = BAC-EAC
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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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
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686 24626 23188 25235 -14385 -204 7 36301 37517 -1216
111 - Frame 1057 1065 823 08 242 20398 17833 18535 -2565 -702 27097 27813 -716
112 shySuspension 3437 3796 4978 359 -1182 55925 56749 63383 824 -6634 78033 81465 -3432 Steering
113 - Power Package 3955 8538 7221 4583 1317 87049 83739 90848 -331 -7109 114551 119892 -5341
1131shyEngine 128 4 2771 2344 1487 427 28256 27182 29489 -1074 -2307 37183 38917 -1734
Note I PMR Format 1 va lues are in t housands of dollars ($)
Select to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on Q
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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 1
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686
111 - Frame 1057 1065 823 08 242
112 shySuspension 3437 379 6 4978 359 -1182 Steering
113 - Power Package 3955 8538 7221 458 3 1317
1131 middot 128 4 277 1 2344 1487 427 Engine
Note IPMR Format 1 va lues are in t housan
calculat e schedule and cost variances
Using the current period data for WBS element 1131 - Engine the current period SV is
BCWP - BCWS = SV
2771 - 1284 = 148 7 ( favorable)
Using the current period data for WBS element 1131 - Engine the current period CV is
BCWP - ACWP = CV
2771 - 2344 = 42 7 ( favorable)
-121 6
-716
-3432
-5341
-1734
Selec t to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on
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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 o f the IPMR Format 1 displays cost and schedule performance data by task item for the Prime Vehicle its Frame SuspensionS teering and Power Package including the Power Packages 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
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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 (eg hardware software services data or facilities ) which are the contractors responsibility and at the level the contractor needs for proper management control (MIL-STD-881 section 131)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
__________Purpose Contents Example
The purpose of Format 2 is to
bull Detail by OBS ca tegory current and cumulative bullperformance data
bull Collect organizational cost information at the IPMRtotal contrac t level for the organizational elements andor IPT rather than for individual bull wes elements Format 2
bull Identify major subcontractors and material separately
bull
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f reporting
bull Format 1 is WHAT is being built (produc ts)
bull Format 2 is WHO is responsible for building i t (organizations or IPTs)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f performance dat a
reporting bull sews
bull Format 1 is WHAT is being built (produc ts) bull BCWP
bull Format 2 is WHO is responsible for building i t bull ACWP
(organizations or IPTs) bull CV
bull sv
bull SAC
bull EAC
bull VAC
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Format 2 - Organizational Breakdow n Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
current Period Cumulative to Date At Completion
Item Variance Variance ACVP ACVP Budgeted Estimated Variance
BCWS BCWP Schedule Cost BCWS BCWP Schedule Cost
a Organizational Category
2A - Program Office 281 281 304 (22) 4265 4265 4421 (156) 9477 9635 (158)
28 -Program Control 104 92 91 (12) 2 1358 1350 1255 (8) 95 3159 3100 59
2C Support Service 219 199 201 (20) (2) 1946 2079 2122 133 (43) 4422 4745 (323)
20 Manufacturilg 475 423 471 (52) (48) 3412 3073 3380 (339) (307) 7581 7585 (4)
2E Qualily Assurance 140 161 168 21 (7) 2079 1778 1965 (301) (187) 4422 4705 (283)
2F -Procurement 248 298 289 50 9 4069 4157 4170 88 (13) 8845 8860 (15)
2G -Encopyneering 751 653 756 (98) (103) 10867 9634 11243 (1233) (1609) 25271 26057 (786)
Note IPMR Format 2 va lues are in t housands of dollars($) You must select each tab to move on Q
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
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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
bull Compare baseline data from the beginning of the period to the end o f the period to identi fy any bull changes
bull Focus analysis on authorized changes to the IPMR PMB during the reporting period
bullbull Include data to identify total negotiated Format 3 changes to the contract and other important contractual information
bull Include the contractual planned and expected bull completion dates for the scope of work
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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
bull Contract data
bull PMS Beginning o f Period BOP)
bull PMS End of Period EOP)
bull Changes to the PMS
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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 Cont ract data
bull Contract data Data includes
bull PMS Beginning o f Period BOP) bull Original negotiated cost
bull PMS End of Period EOP) bull Negotiated contract changes
bull Changes to the PMS bull Estimated cost of upriced work
bull Contract budget base CBS)
bull Total allocated budget TAB)
bull Work completion dates
bull Management reserve MR)
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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
81dgeted Cost for Vork Sctleduled (SCWS) (NaiQiroolab10)BC1NS Undistrmiddot Cumushy BC1NS deg TotalItem Reporting Six Period Forecast Enter Specified Periods ibutedlative BudgetPeriod Budget
to Date Nov Dec Jan Feb Malt Apr Q3 15 Q415 Qll6 Q216 TC
325663 19608 20724 23685 21166 20399 26996 13026 630502 lll~lllllHll middotmiddot Time-phased BCWS for an
Baseline authorized change Changes
Authorized 256 256 256 256 1280 During
Reporting Period CR middot 10 1 PMB (End of Period) 34527
l 20724 23685 21422 20655 27252 13282 18564 39980 35890 323 10 32747 00 631782
Management 15987Resen1e
Total 647769
Note IPMR Format 3 va lues are in t housands of dollars ($) You must select each tab to move on
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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 timeshyphased 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
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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
bull Provide staffing data that can be plotted and correlated to major milestones and activities on the contrac t schedule to assess the accuracy bull of labor estimates
bull Analyze projected staffing levels for consistency IPMR with scheduled activities
bull The Government and the contractor may negotiate Format 4 staffing to be reported in hours equivalent months or total headcount
bull
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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 contractors 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
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 T ime 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 sta ffing 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
JPMR Format 1 - Work Breakdown Structure WBS) bull
IPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR IPMR Format 3 - Baseline
bull IPMR Format 4 - Staffing
IPMR Format 5 - Explanations and Problem Analysis bull
IPMR Format 6 - Integrated Master Schedule
IPMR Format 7 - Electronic History and Forecast File
IPMR Format 7 The next few pages take a closer
Defines the time-phased historical and forecast cost submission data
You must select each format t o m ov e on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
Purpose Contents I Example
The purpose of Format 1 is to
bull Provide cost and schedule performance management data by the con tractual WBS
bull Report cost and schedule variances at the bull lowest reporting level identified in the CORL for the current period and on a cumulative basis IPMR
bull Present contractors management range of estimated costs (best case most likely worst bull Format 1 case) of the authorized contractual scope at the total contract level Additionally provide the contractors latest revised estimate for each WBS element scope of work bull
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails performance data including
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 1 bull 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 MSllisectUL~ample_------------------------~---- For each WBS element Format 1 details perform
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Budget ed cost for work sc heduled ( BCWS)
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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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 The BCWP may also be called the earned value
RESOURCES I PRINT I HELP
oriented WBS In simplest terms
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC
Actu al cost o f w ork perform ed (ACWP)
The cos ts ac tually incurred and recorded in accomplishing the work performed within a given time period
RESOURCES I PRINT I HELP
oriented wes In simplest terms
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- 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)
bull Budgeted cos t for work scheduled csewsl SV is the difference between the sewP and sews
bull Budgeted cos t for work performed CsewPl sv = sewP - sew s
bull Actual cost of work performed (AeWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- 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 variance (CV)
bull Budgeted cos t for work scheduled (BCWSl CV is the difference between BCWP and ACWP
bull Budgeted cos t for work performed (BCWP) CV = BCWP - ACWP
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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
RESOURCES I PRINT I HELP
oriented WBS In simplest terms
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Format 1 bull 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 MSllisectUL~amplel =--1__~-r~~~~~~~~~-------i
For each WBS element Format 1 details perform Esti m at e a t completion ( EAC)
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Format 1 includes a range of management EACs (best case worst case most likely) that include contrac t shylevel 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 trac tor must be able to explain any differences
EAC is the actual cost o f 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 con trol account level
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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 de tails performapnc-e_dataincluding______________ ll
Variance a t completion (VAC)bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP) VAC is the difference between the BAC and EAC
bull Actual cost of work performed (ACWP) VAC = BAC-EAC
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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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
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686 24626 23188 25235 -14385 -204 7 36301 37517 -1216
111 - Frame 1057 1065 823 08 242 20398 17833 18535 -2565 -702 27097 27813 -716
112 shySuspension 3437 3796 4978 359 -1182 55925 56749 63383 824 -6634 78033 81465 -3432 Steering
113 - Power Package 3955 8538 7221 4583 1317 87049 83739 90848 -331 -7109 114551 119892 -5341
1131shyEngine 128 4 2771 2344 1487 427 28256 27182 29489 -1074 -2307 37183 38917 -1734
Note I PMR Format 1 va lues are in t housands of dollars ($)
Select to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on Q
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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 1
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686
111 - Frame 1057 1065 823 08 242
112 shySuspension 3437 379 6 4978 359 -1182 Steering
113 - Power Package 3955 8538 7221 458 3 1317
1131 middot 128 4 277 1 2344 1487 427 Engine
Note IPMR Format 1 va lues are in t housan
calculat e schedule and cost variances
Using the current period data for WBS element 1131 - Engine the current period SV is
BCWP - BCWS = SV
2771 - 1284 = 148 7 ( favorable)
Using the current period data for WBS element 1131 - Engine the current period CV is
BCWP - ACWP = CV
2771 - 2344 = 42 7 ( favorable)
-121 6
-716
-3432
-5341
-1734
Selec t to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on
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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 o f the IPMR Format 1 displays cost and schedule performance data by task item for the Prime Vehicle its Frame SuspensionS teering and Power Package including the Power Packages 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
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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 (eg hardware software services data or facilities ) which are the contractors responsibility and at the level the contractor needs for proper management control (MIL-STD-881 section 131)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
__________Purpose Contents Example
The purpose of Format 2 is to
bull Detail by OBS ca tegory current and cumulative bullperformance data
bull Collect organizational cost information at the IPMRtotal contrac t level for the organizational elements andor IPT rather than for individual bull wes elements Format 2
bull Identify major subcontractors and material separately
bull
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f reporting
bull Format 1 is WHAT is being built (produc ts)
bull Format 2 is WHO is responsible for building i t (organizations or IPTs)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f performance dat a
reporting bull sews
bull Format 1 is WHAT is being built (produc ts) bull BCWP
bull Format 2 is WHO is responsible for building i t bull ACWP
(organizations or IPTs) bull CV
bull sv
bull SAC
bull EAC
bull VAC
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Format 2 - Organizational Breakdow n Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
current Period Cumulative to Date At Completion
Item Variance Variance ACVP ACVP Budgeted Estimated Variance
BCWS BCWP Schedule Cost BCWS BCWP Schedule Cost
a Organizational Category
2A - Program Office 281 281 304 (22) 4265 4265 4421 (156) 9477 9635 (158)
28 -Program Control 104 92 91 (12) 2 1358 1350 1255 (8) 95 3159 3100 59
2C Support Service 219 199 201 (20) (2) 1946 2079 2122 133 (43) 4422 4745 (323)
20 Manufacturilg 475 423 471 (52) (48) 3412 3073 3380 (339) (307) 7581 7585 (4)
2E Qualily Assurance 140 161 168 21 (7) 2079 1778 1965 (301) (187) 4422 4705 (283)
2F -Procurement 248 298 289 50 9 4069 4157 4170 88 (13) 8845 8860 (15)
2G -Encopyneering 751 653 756 (98) (103) 10867 9634 11243 (1233) (1609) 25271 26057 (786)
Note IPMR Format 2 va lues are in t housands of dollars($) You must select each tab to move on Q
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
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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
bull Compare baseline data from the beginning of the period to the end o f the period to identi fy any bull changes
bull Focus analysis on authorized changes to the IPMR PMB during the reporting period
bullbull Include data to identify total negotiated Format 3 changes to the contract and other important contractual information
bull Include the contractual planned and expected bull completion dates for the scope of work
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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
bull Contract data
bull PMS Beginning o f Period BOP)
bull PMS End of Period EOP)
bull Changes to the PMS
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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 Cont ract data
bull Contract data Data includes
bull PMS Beginning o f Period BOP) bull Original negotiated cost
bull PMS End of Period EOP) bull Negotiated contract changes
bull Changes to the PMS bull Estimated cost of upriced work
bull Contract budget base CBS)
bull Total allocated budget TAB)
bull Work completion dates
bull Management reserve MR)
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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
81dgeted Cost for Vork Sctleduled (SCWS) (NaiQiroolab10)BC1NS Undistrmiddot Cumushy BC1NS deg TotalItem Reporting Six Period Forecast Enter Specified Periods ibutedlative BudgetPeriod Budget
to Date Nov Dec Jan Feb Malt Apr Q3 15 Q415 Qll6 Q216 TC
325663 19608 20724 23685 21166 20399 26996 13026 630502 lll~lllllHll middotmiddot Time-phased BCWS for an
Baseline authorized change Changes
Authorized 256 256 256 256 1280 During
Reporting Period CR middot 10 1 PMB (End of Period) 34527
l 20724 23685 21422 20655 27252 13282 18564 39980 35890 323 10 32747 00 631782
Management 15987Resen1e
Total 647769
Note IPMR Format 3 va lues are in t housands of dollars ($) You must select each tab to move on
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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 timeshyphased 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
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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
bull Provide staffing data that can be plotted and correlated to major milestones and activities on the contrac t schedule to assess the accuracy bull of labor estimates
bull Analyze projected staffing levels for consistency IPMR with scheduled activities
bull The Government and the contractor may negotiate Format 4 staffing to be reported in hours equivalent months or total headcount
bull
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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 contractors 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
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 T ime 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 sta ffing 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 (EVMmiddotCR)
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----
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
Purpose Contents I Example
The purpose of Format 1 is to
bull Provide cost and schedule performance management data by the con tractual WBS
bull Report cost and schedule variances at the bull lowest reporting level identified in the CORL for the current period and on a cumulative basis IPMR
bull Present contractors management range of estimated costs (best case most likely worst bull Format 1 case) of the authorized contractual scope at the total contract level Additionally provide the contractors latest revised estimate for each WBS element scope of work bull
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails performance data including
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 1 bull 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 MSllisectUL~ample_------------------------~---- For each WBS element Format 1 details perform
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Budget ed cost for work sc heduled ( BCWS)
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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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 The BCWP may also be called the earned value
RESOURCES I PRINT I HELP
oriented WBS In simplest terms
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC
Actu al cost o f w ork perform ed (ACWP)
The cos ts ac tually incurred and recorded in accomplishing the work performed within a given time period
RESOURCES I PRINT I HELP
oriented wes In simplest terms
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- 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)
bull Budgeted cos t for work scheduled csewsl SV is the difference between the sewP and sews
bull Budgeted cos t for work performed CsewPl sv = sewP - sew s
bull Actual cost of work performed (AeWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- 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 variance (CV)
bull Budgeted cos t for work scheduled (BCWSl CV is the difference between BCWP and ACWP
bull Budgeted cos t for work performed (BCWP) CV = BCWP - ACWP
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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
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oriented WBS In simplest terms
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Format 1 bull 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 MSllisectUL~amplel =--1__~-r~~~~~~~~~-------i
For each WBS element Format 1 details perform Esti m at e a t completion ( EAC)
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Format 1 includes a range of management EACs (best case worst case most likely) that include contrac t shylevel 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 trac tor must be able to explain any differences
EAC is the actual cost o f 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 con trol account level
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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 de tails performapnc-e_dataincluding______________ ll
Variance a t completion (VAC)bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP) VAC is the difference between the BAC and EAC
bull Actual cost of work performed (ACWP) VAC = BAC-EAC
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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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
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686 24626 23188 25235 -14385 -204 7 36301 37517 -1216
111 - Frame 1057 1065 823 08 242 20398 17833 18535 -2565 -702 27097 27813 -716
112 shySuspension 3437 3796 4978 359 -1182 55925 56749 63383 824 -6634 78033 81465 -3432 Steering
113 - Power Package 3955 8538 7221 4583 1317 87049 83739 90848 -331 -7109 114551 119892 -5341
1131shyEngine 128 4 2771 2344 1487 427 28256 27182 29489 -1074 -2307 37183 38917 -1734
Note I PMR Format 1 va lues are in t housands of dollars ($)
Select to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on Q
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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 1
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686
111 - Frame 1057 1065 823 08 242
112 shySuspension 3437 379 6 4978 359 -1182 Steering
113 - Power Package 3955 8538 7221 458 3 1317
1131 middot 128 4 277 1 2344 1487 427 Engine
Note IPMR Format 1 va lues are in t housan
calculat e schedule and cost variances
Using the current period data for WBS element 1131 - Engine the current period SV is
BCWP - BCWS = SV
2771 - 1284 = 148 7 ( favorable)
Using the current period data for WBS element 1131 - Engine the current period CV is
BCWP - ACWP = CV
2771 - 2344 = 42 7 ( favorable)
-121 6
-716
-3432
-5341
-1734
Selec t to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on
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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 o f the IPMR Format 1 displays cost and schedule performance data by task item for the Prime Vehicle its Frame SuspensionS teering and Power Package including the Power Packages 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
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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 (eg hardware software services data or facilities ) which are the contractors responsibility and at the level the contractor needs for proper management control (MIL-STD-881 section 131)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
__________Purpose Contents Example
The purpose of Format 2 is to
bull Detail by OBS ca tegory current and cumulative bullperformance data
bull Collect organizational cost information at the IPMRtotal contrac t level for the organizational elements andor IPT rather than for individual bull wes elements Format 2
bull Identify major subcontractors and material separately
bull
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f reporting
bull Format 1 is WHAT is being built (produc ts)
bull Format 2 is WHO is responsible for building i t (organizations or IPTs)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f performance dat a
reporting bull sews
bull Format 1 is WHAT is being built (produc ts) bull BCWP
bull Format 2 is WHO is responsible for building i t bull ACWP
(organizations or IPTs) bull CV
bull sv
bull SAC
bull EAC
bull VAC
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Format 2 - Organizational Breakdow n Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
current Period Cumulative to Date At Completion
Item Variance Variance ACVP ACVP Budgeted Estimated Variance
BCWS BCWP Schedule Cost BCWS BCWP Schedule Cost
a Organizational Category
2A - Program Office 281 281 304 (22) 4265 4265 4421 (156) 9477 9635 (158)
28 -Program Control 104 92 91 (12) 2 1358 1350 1255 (8) 95 3159 3100 59
2C Support Service 219 199 201 (20) (2) 1946 2079 2122 133 (43) 4422 4745 (323)
20 Manufacturilg 475 423 471 (52) (48) 3412 3073 3380 (339) (307) 7581 7585 (4)
2E Qualily Assurance 140 161 168 21 (7) 2079 1778 1965 (301) (187) 4422 4705 (283)
2F -Procurement 248 298 289 50 9 4069 4157 4170 88 (13) 8845 8860 (15)
2G -Encopyneering 751 653 756 (98) (103) 10867 9634 11243 (1233) (1609) 25271 26057 (786)
Note IPMR Format 2 va lues are in t housands of dollars($) You must select each tab to move on Q
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
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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
bull Compare baseline data from the beginning of the period to the end o f the period to identi fy any bull changes
bull Focus analysis on authorized changes to the IPMR PMB during the reporting period
bullbull Include data to identify total negotiated Format 3 changes to the contract and other important contractual information
bull Include the contractual planned and expected bull completion dates for the scope of work
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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
bull Contract data
bull PMS Beginning o f Period BOP)
bull PMS End of Period EOP)
bull Changes to the PMS
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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 Cont ract data
bull Contract data Data includes
bull PMS Beginning o f Period BOP) bull Original negotiated cost
bull PMS End of Period EOP) bull Negotiated contract changes
bull Changes to the PMS bull Estimated cost of upriced work
bull Contract budget base CBS)
bull Total allocated budget TAB)
bull Work completion dates
bull Management reserve MR)
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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
81dgeted Cost for Vork Sctleduled (SCWS) (NaiQiroolab10)BC1NS Undistrmiddot Cumushy BC1NS deg TotalItem Reporting Six Period Forecast Enter Specified Periods ibutedlative BudgetPeriod Budget
to Date Nov Dec Jan Feb Malt Apr Q3 15 Q415 Qll6 Q216 TC
325663 19608 20724 23685 21166 20399 26996 13026 630502 lll~lllllHll middotmiddot Time-phased BCWS for an
Baseline authorized change Changes
Authorized 256 256 256 256 1280 During
Reporting Period CR middot 10 1 PMB (End of Period) 34527
l 20724 23685 21422 20655 27252 13282 18564 39980 35890 323 10 32747 00 631782
Management 15987Resen1e
Total 647769
Note IPMR Format 3 va lues are in t housands of dollars ($) You must select each tab to move on
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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 timeshyphased 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
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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
bull Provide staffing data that can be plotted and correlated to major milestones and activities on the contrac t schedule to assess the accuracy bull of labor estimates
bull Analyze projected staffing levels for consistency IPMR with scheduled activities
bull The Government and the contractor may negotiate Format 4 staffing to be reported in hours equivalent months or total headcount
bull
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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 contractors 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
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 T ime 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 sta ffing 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 (EVMmiddotCR)
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----
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails performance data including
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 1 bull 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 MSllisectUL~ample_------------------------~---- For each WBS element Format 1 details perform
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Budget ed cost for work sc heduled ( BCWS)
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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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 The BCWP may also be called the earned value
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oriented WBS In simplest terms
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC
Actu al cost o f w ork perform ed (ACWP)
The cos ts ac tually incurred and recorded in accomplishing the work performed within a given time period
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oriented wes In simplest terms
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- 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)
bull Budgeted cos t for work scheduled csewsl SV is the difference between the sewP and sews
bull Budgeted cos t for work performed CsewPl sv = sewP - sew s
bull Actual cost of work performed (AeWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- 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 variance (CV)
bull Budgeted cos t for work scheduled (BCWSl CV is the difference between BCWP and ACWP
bull Budgeted cos t for work performed (BCWP) CV = BCWP - ACWP
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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
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oriented WBS In simplest terms
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 1 bull 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 MSllisectUL~amplel =--1__~-r~~~~~~~~~-------i
For each WBS element Format 1 details perform Esti m at e a t completion ( EAC)
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Format 1 includes a range of management EACs (best case worst case most likely) that include contrac t shylevel 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 trac tor must be able to explain any differences
EAC is the actual cost o f 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 con trol account level
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails performapnc-e_dataincluding______________ ll
Variance a t completion (VAC)bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP) VAC is the difference between the BAC and EAC
bull Actual cost of work performed (ACWP) VAC = BAC-EAC
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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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
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686 24626 23188 25235 -14385 -204 7 36301 37517 -1216
111 - Frame 1057 1065 823 08 242 20398 17833 18535 -2565 -702 27097 27813 -716
112 shySuspension 3437 3796 4978 359 -1182 55925 56749 63383 824 -6634 78033 81465 -3432 Steering
113 - Power Package 3955 8538 7221 4583 1317 87049 83739 90848 -331 -7109 114551 119892 -5341
1131shyEngine 128 4 2771 2344 1487 427 28256 27182 29489 -1074 -2307 37183 38917 -1734
Note I PMR Format 1 va lues are in t housands of dollars ($)
Select to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on Q
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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 1
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686
111 - Frame 1057 1065 823 08 242
112 shySuspension 3437 379 6 4978 359 -1182 Steering
113 - Power Package 3955 8538 7221 458 3 1317
1131 middot 128 4 277 1 2344 1487 427 Engine
Note IPMR Format 1 va lues are in t housan
calculat e schedule and cost variances
Using the current period data for WBS element 1131 - Engine the current period SV is
BCWP - BCWS = SV
2771 - 1284 = 148 7 ( favorable)
Using the current period data for WBS element 1131 - Engine the current period CV is
BCWP - ACWP = CV
2771 - 2344 = 42 7 ( favorable)
-121 6
-716
-3432
-5341
-1734
Selec t to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on
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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 o f the IPMR Format 1 displays cost and schedule performance data by task item for the Prime Vehicle its Frame SuspensionS teering and Power Package including the Power Packages 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
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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 (eg hardware software services data or facilities ) which are the contractors responsibility and at the level the contractor needs for proper management control (MIL-STD-881 section 131)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
__________Purpose Contents Example
The purpose of Format 2 is to
bull Detail by OBS ca tegory current and cumulative bullperformance data
bull Collect organizational cost information at the IPMRtotal contrac t level for the organizational elements andor IPT rather than for individual bull wes elements Format 2
bull Identify major subcontractors and material separately
bull
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f reporting
bull Format 1 is WHAT is being built (produc ts)
bull Format 2 is WHO is responsible for building i t (organizations or IPTs)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f performance dat a
reporting bull sews
bull Format 1 is WHAT is being built (produc ts) bull BCWP
bull Format 2 is WHO is responsible for building i t bull ACWP
(organizations or IPTs) bull CV
bull sv
bull SAC
bull EAC
bull VAC
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Format 2 - Organizational Breakdow n Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
current Period Cumulative to Date At Completion
Item Variance Variance ACVP ACVP Budgeted Estimated Variance
BCWS BCWP Schedule Cost BCWS BCWP Schedule Cost
a Organizational Category
2A - Program Office 281 281 304 (22) 4265 4265 4421 (156) 9477 9635 (158)
28 -Program Control 104 92 91 (12) 2 1358 1350 1255 (8) 95 3159 3100 59
2C Support Service 219 199 201 (20) (2) 1946 2079 2122 133 (43) 4422 4745 (323)
20 Manufacturilg 475 423 471 (52) (48) 3412 3073 3380 (339) (307) 7581 7585 (4)
2E Qualily Assurance 140 161 168 21 (7) 2079 1778 1965 (301) (187) 4422 4705 (283)
2F -Procurement 248 298 289 50 9 4069 4157 4170 88 (13) 8845 8860 (15)
2G -Encopyneering 751 653 756 (98) (103) 10867 9634 11243 (1233) (1609) 25271 26057 (786)
Note IPMR Format 2 va lues are in t housands of dollars($) You must select each tab to move on Q
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
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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
bull Compare baseline data from the beginning of the period to the end o f the period to identi fy any bull changes
bull Focus analysis on authorized changes to the IPMR PMB during the reporting period
bullbull Include data to identify total negotiated Format 3 changes to the contract and other important contractual information
bull Include the contractual planned and expected bull completion dates for the scope of work
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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
bull Contract data
bull PMS Beginning o f Period BOP)
bull PMS End of Period EOP)
bull Changes to the PMS
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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 Cont ract data
bull Contract data Data includes
bull PMS Beginning o f Period BOP) bull Original negotiated cost
bull PMS End of Period EOP) bull Negotiated contract changes
bull Changes to the PMS bull Estimated cost of upriced work
bull Contract budget base CBS)
bull Total allocated budget TAB)
bull Work completion dates
bull Management reserve MR)
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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
81dgeted Cost for Vork Sctleduled (SCWS) (NaiQiroolab10)BC1NS Undistrmiddot Cumushy BC1NS deg TotalItem Reporting Six Period Forecast Enter Specified Periods ibutedlative BudgetPeriod Budget
to Date Nov Dec Jan Feb Malt Apr Q3 15 Q415 Qll6 Q216 TC
325663 19608 20724 23685 21166 20399 26996 13026 630502 lll~lllllHll middotmiddot Time-phased BCWS for an
Baseline authorized change Changes
Authorized 256 256 256 256 1280 During
Reporting Period CR middot 10 1 PMB (End of Period) 34527
l 20724 23685 21422 20655 27252 13282 18564 39980 35890 323 10 32747 00 631782
Management 15987Resen1e
Total 647769
Note IPMR Format 3 va lues are in t housands of dollars ($) You must select each tab to move on
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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 timeshyphased 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
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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
bull Provide staffing data that can be plotted and correlated to major milestones and activities on the contrac t schedule to assess the accuracy bull of labor estimates
bull Analyze projected staffing levels for consistency IPMR with scheduled activities
bull The Government and the contractor may negotiate Format 4 staffing to be reported in hours equivalent months or total headcount
bull
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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 contractors 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
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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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 T ime 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 sta ffing 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 (EVMmiddotCR)
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----
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 1 bull 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 MSllisectUL~ample_------------------------~---- For each WBS element Format 1 details perform
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Budget ed cost for work sc heduled ( BCWS)
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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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 The BCWP may also be called the earned value
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oriented WBS In simplest terms
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC
Actu al cost o f w ork perform ed (ACWP)
The cos ts ac tually incurred and recorded in accomplishing the work performed within a given time period
RESOURCES I PRINT I HELP
oriented wes In simplest terms
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- 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)
bull Budgeted cos t for work scheduled csewsl SV is the difference between the sewP and sews
bull Budgeted cos t for work performed CsewPl sv = sewP - sew s
bull Actual cost of work performed (AeWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- 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 variance (CV)
bull Budgeted cos t for work scheduled (BCWSl CV is the difference between BCWP and ACWP
bull Budgeted cos t for work performed (BCWP) CV = BCWP - ACWP
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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
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oriented WBS In simplest terms
You must select each tab to m o ve on 2
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 1 bull 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 MSllisectUL~amplel =--1__~-r~~~~~~~~~-------i
For each WBS element Format 1 details perform Esti m at e a t completion ( EAC)
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Format 1 includes a range of management EACs (best case worst case most likely) that include contrac t shylevel 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 trac tor must be able to explain any differences
EAC is the actual cost o f 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 con trol account level
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails performapnc-e_dataincluding______________ ll
Variance a t completion (VAC)bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP) VAC is the difference between the BAC and EAC
bull Actual cost of work performed (ACWP) VAC = BAC-EAC
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
You must select each tab to m o ve on 2
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686 24626 23188 25235 -14385 -204 7 36301 37517 -1216
111 - Frame 1057 1065 823 08 242 20398 17833 18535 -2565 -702 27097 27813 -716
112 shySuspension 3437 3796 4978 359 -1182 55925 56749 63383 824 -6634 78033 81465 -3432 Steering
113 - Power Package 3955 8538 7221 4583 1317 87049 83739 90848 -331 -7109 114551 119892 -5341
1131shyEngine 128 4 2771 2344 1487 427 28256 27182 29489 -1074 -2307 37183 38917 -1734
Note I PMR Format 1 va lues are in t housands of dollars ($)
Select to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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 1
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686
111 - Frame 1057 1065 823 08 242
112 shySuspension 3437 379 6 4978 359 -1182 Steering
113 - Power Package 3955 8538 7221 458 3 1317
1131 middot 128 4 277 1 2344 1487 427 Engine
Note IPMR Format 1 va lues are in t housan
calculat e schedule and cost variances
Using the current period data for WBS element 1131 - Engine the current period SV is
BCWP - BCWS = SV
2771 - 1284 = 148 7 ( favorable)
Using the current period data for WBS element 1131 - Engine the current period CV is
BCWP - ACWP = CV
2771 - 2344 = 42 7 ( favorable)
-121 6
-716
-3432
-5341
-1734
Selec t to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented WBS In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents I Example
Long Description
This segment o f the IPMR Format 1 displays cost and schedule performance data by task item for the Prime Vehicle its Frame SuspensionS teering and Power Package including the Power Packages 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
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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 (eg hardware software services data or facilities ) which are the contractors responsibility and at the level the contractor needs for proper management control (MIL-STD-881 section 131)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
__________Purpose Contents Example
The purpose of Format 2 is to
bull Detail by OBS ca tegory current and cumulative bullperformance data
bull Collect organizational cost information at the IPMRtotal contrac t level for the organizational elements andor IPT rather than for individual bull wes elements Format 2
bull Identify major subcontractors and material separately
bull
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f reporting
bull Format 1 is WHAT is being built (produc ts)
bull Format 2 is WHO is responsible for building i t (organizations or IPTs)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f performance dat a
reporting bull sews
bull Format 1 is WHAT is being built (produc ts) bull BCWP
bull Format 2 is WHO is responsible for building i t bull ACWP
(organizations or IPTs) bull CV
bull sv
bull SAC
bull EAC
bull VAC
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Format 2 - Organizational Breakdow n Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
current Period Cumulative to Date At Completion
Item Variance Variance ACVP ACVP Budgeted Estimated Variance
BCWS BCWP Schedule Cost BCWS BCWP Schedule Cost
a Organizational Category
2A - Program Office 281 281 304 (22) 4265 4265 4421 (156) 9477 9635 (158)
28 -Program Control 104 92 91 (12) 2 1358 1350 1255 (8) 95 3159 3100 59
2C Support Service 219 199 201 (20) (2) 1946 2079 2122 133 (43) 4422 4745 (323)
20 Manufacturilg 475 423 471 (52) (48) 3412 3073 3380 (339) (307) 7581 7585 (4)
2E Qualily Assurance 140 161 168 21 (7) 2079 1778 1965 (301) (187) 4422 4705 (283)
2F -Procurement 248 298 289 50 9 4069 4157 4170 88 (13) 8845 8860 (15)
2G -Encopyneering 751 653 756 (98) (103) 10867 9634 11243 (1233) (1609) 25271 26057 (786)
Note IPMR Format 2 va lues are in t housands of dollars($) You must select each tab to move on Q
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
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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
bull Compare baseline data from the beginning of the period to the end o f the period to identi fy any bull changes
bull Focus analysis on authorized changes to the IPMR PMB during the reporting period
bullbull Include data to identify total negotiated Format 3 changes to the contract and other important contractual information
bull Include the contractual planned and expected bull completion dates for the scope of work
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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
bull Contract data
bull PMS Beginning o f Period BOP)
bull PMS End of Period EOP)
bull Changes to the PMS
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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 Cont ract data
bull Contract data Data includes
bull PMS Beginning o f Period BOP) bull Original negotiated cost
bull PMS End of Period EOP) bull Negotiated contract changes
bull Changes to the PMS bull Estimated cost of upriced work
bull Contract budget base CBS)
bull Total allocated budget TAB)
bull Work completion dates
bull Management reserve MR)
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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
81dgeted Cost for Vork Sctleduled (SCWS) (NaiQiroolab10)BC1NS Undistrmiddot Cumushy BC1NS deg TotalItem Reporting Six Period Forecast Enter Specified Periods ibutedlative BudgetPeriod Budget
to Date Nov Dec Jan Feb Malt Apr Q3 15 Q415 Qll6 Q216 TC
325663 19608 20724 23685 21166 20399 26996 13026 630502 lll~lllllHll middotmiddot Time-phased BCWS for an
Baseline authorized change Changes
Authorized 256 256 256 256 1280 During
Reporting Period CR middot 10 1 PMB (End of Period) 34527
l 20724 23685 21422 20655 27252 13282 18564 39980 35890 323 10 32747 00 631782
Management 15987Resen1e
Total 647769
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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 timeshyphased 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
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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
bull Provide staffing data that can be plotted and correlated to major milestones and activities on the contrac t schedule to assess the accuracy bull of labor estimates
bull Analyze projected staffing levels for consistency IPMR with scheduled activities
bull The Government and the contractor may negotiate Format 4 staffing to be reported in hours equivalent months or total headcount
bull
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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 contractors 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
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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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 T ime 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
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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
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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 sta ffing 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
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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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 (EVMmiddotCR)
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----
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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 The BCWP may also be called the earned value
RESOURCES I PRINT I HELP
oriented WBS In simplest terms
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC
Actu al cost o f w ork perform ed (ACWP)
The cos ts ac tually incurred and recorded in accomplishing the work performed within a given time period
RESOURCES I PRINT I HELP
oriented wes In simplest terms
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- 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)
bull Budgeted cos t for work scheduled csewsl SV is the difference between the sewP and sews
bull Budgeted cos t for work performed CsewPl sv = sewP - sew s
bull Actual cost of work performed (AeWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- 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 variance (CV)
bull Budgeted cos t for work scheduled (BCWSl CV is the difference between BCWP and ACWP
bull Budgeted cos t for work performed (BCWP) CV = BCWP - ACWP
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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
RESOURCES I PRINT I HELP
oriented WBS In simplest terms
You must select each tab to m o ve on 2
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 1 bull 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 MSllisectUL~amplel =--1__~-r~~~~~~~~~-------i
For each WBS element Format 1 details perform Esti m at e a t completion ( EAC)
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Format 1 includes a range of management EACs (best case worst case most likely) that include contrac t shylevel 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 trac tor must be able to explain any differences
EAC is the actual cost o f 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 con trol account level
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails performapnc-e_dataincluding______________ ll
Variance a t completion (VAC)bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP) VAC is the difference between the BAC and EAC
bull Actual cost of work performed (ACWP) VAC = BAC-EAC
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
You must select each tab to m o ve on 2
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686 24626 23188 25235 -14385 -204 7 36301 37517 -1216
111 - Frame 1057 1065 823 08 242 20398 17833 18535 -2565 -702 27097 27813 -716
112 shySuspension 3437 3796 4978 359 -1182 55925 56749 63383 824 -6634 78033 81465 -3432 Steering
113 - Power Package 3955 8538 7221 4583 1317 87049 83739 90848 -331 -7109 114551 119892 -5341
1131shyEngine 128 4 2771 2344 1487 427 28256 27182 29489 -1074 -2307 37183 38917 -1734
Note I PMR Format 1 va lues are in t housands of dollars ($)
Select to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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 1
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686
111 - Frame 1057 1065 823 08 242
112 shySuspension 3437 379 6 4978 359 -1182 Steering
113 - Power Package 3955 8538 7221 458 3 1317
1131 middot 128 4 277 1 2344 1487 427 Engine
Note IPMR Format 1 va lues are in t housan
calculat e schedule and cost variances
Using the current period data for WBS element 1131 - Engine the current period SV is
BCWP - BCWS = SV
2771 - 1284 = 148 7 ( favorable)
Using the current period data for WBS element 1131 - Engine the current period CV is
BCWP - ACWP = CV
2771 - 2344 = 42 7 ( favorable)
-121 6
-716
-3432
-5341
-1734
Selec t to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented WBS In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents I Example
Long Description
This segment o f the IPMR Format 1 displays cost and schedule performance data by task item for the Prime Vehicle its Frame SuspensionS teering and Power Package including the Power Packages 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
You must select each tab to move on 2
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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 (eg hardware software services data or facilities ) which are the contractors responsibility and at the level the contractor needs for proper management control (MIL-STD-881 section 131)
You must select each tab to move on
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
__________Purpose Contents Example
The purpose of Format 2 is to
bull Detail by OBS ca tegory current and cumulative bullperformance data
bull Collect organizational cost information at the IPMRtotal contrac t level for the organizational elements andor IPT rather than for individual bull wes elements Format 2
bull Identify major subcontractors and material separately
bull
You must select each tab to m ove on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f reporting
bull Format 1 is WHAT is being built (produc ts)
bull Format 2 is WHO is responsible for building i t (organizations or IPTs)
You must select each tab to move on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f performance dat a
reporting bull sews
bull Format 1 is WHAT is being built (produc ts) bull BCWP
bull Format 2 is WHO is responsible for building i t bull ACWP
(organizations or IPTs) bull CV
bull sv
bull SAC
bull EAC
bull VAC
You must select each tab to move on 2
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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 contractors organizational structure (eg 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
current Period Cumulative to Date At Completion
Item Variance Variance ACVP ACVP Budgeted Estimated Variance
BCWS BCWP Schedule Cost BCWS BCWP Schedule Cost
a Organizational Category
2A - Program Office 281 281 304 (22) 4265 4265 4421 (156) 9477 9635 (158)
28 -Program Control 104 92 91 (12) 2 1358 1350 1255 (8) 95 3159 3100 59
2C Support Service 219 199 201 (20) (2) 1946 2079 2122 133 (43) 4422 4745 (323)
20 Manufacturilg 475 423 471 (52) (48) 3412 3073 3380 (339) (307) 7581 7585 (4)
2E Qualily Assurance 140 161 168 21 (7) 2079 1778 1965 (301) (187) 4422 4705 (283)
2F -Procurement 248 298 289 50 9 4069 4157 4170 88 (13) 8845 8860 (15)
2G -Encopyneering 751 653 756 (98) (103) 10867 9634 11243 (1233) (1609) 25271 26057 (786)
Note IPMR Format 2 va lues are in t housands of dollars($) You must select each tab to move on Q
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
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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
bull Compare baseline data from the beginning of the period to the end o f the period to identi fy any bull changes
bull Focus analysis on authorized changes to the IPMR PMB during the reporting period
bullbull Include data to identify total negotiated Format 3 changes to the contract and other important contractual information
bull Include the contractual planned and expected bull completion dates for the scope of work
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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
bull Contract data
bull PMS Beginning o f Period BOP)
bull PMS End of Period EOP)
bull Changes to the PMS
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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 Cont ract data
bull Contract data Data includes
bull PMS Beginning o f Period BOP) bull Original negotiated cost
bull PMS End of Period EOP) bull Negotiated contract changes
bull Changes to the PMS bull Estimated cost of upriced work
bull Contract budget base CBS)
bull Total allocated budget TAB)
bull Work completion dates
bull Management reserve MR)
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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
81dgeted Cost for Vork Sctleduled (SCWS) (NaiQiroolab10)BC1NS Undistrmiddot Cumushy BC1NS deg TotalItem Reporting Six Period Forecast Enter Specified Periods ibutedlative BudgetPeriod Budget
to Date Nov Dec Jan Feb Malt Apr Q3 15 Q415 Qll6 Q216 TC
325663 19608 20724 23685 21166 20399 26996 13026 630502 lll~lllllHll middotmiddot Time-phased BCWS for an
Baseline authorized change Changes
Authorized 256 256 256 256 1280 During
Reporting Period CR middot 10 1 PMB (End of Period) 34527
l 20724 23685 21422 20655 27252 13282 18564 39980 35890 323 10 32747 00 631782
Management 15987Resen1e
Total 647769
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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 timeshyphased 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
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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
bull Provide staffing data that can be plotted and correlated to major milestones and activities on the contrac t schedule to assess the accuracy bull of labor estimates
bull Analyze projected staffing levels for consistency IPMR with scheduled activities
bull The Government and the contractor may negotiate Format 4 staffing to be reported in hours equivalent months or total headcount
bull
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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 contractors 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
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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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 T ime 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
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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
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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 sta ffing 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
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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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 (EVMmiddotCR)
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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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC
Actu al cost o f w ork perform ed (ACWP)
The cos ts ac tually incurred and recorded in accomplishing the work performed within a given time period
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oriented wes In simplest terms
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- 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)
bull Budgeted cos t for work scheduled csewsl SV is the difference between the sewP and sews
bull Budgeted cos t for work performed CsewPl sv = sewP - sew s
bull Actual cost of work performed (AeWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- 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 variance (CV)
bull Budgeted cos t for work scheduled (BCWSl CV is the difference between BCWP and ACWP
bull Budgeted cos t for work performed (BCWP) CV = BCWP - ACWP
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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
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oriented WBS In simplest terms
You must select each tab to m o ve on 2
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 1 bull 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 MSllisectUL~amplel =--1__~-r~~~~~~~~~-------i
For each WBS element Format 1 details perform Esti m at e a t completion ( EAC)
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Format 1 includes a range of management EACs (best case worst case most likely) that include contrac t shylevel 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 trac tor must be able to explain any differences
EAC is the actual cost o f 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 con trol account level
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails performapnc-e_dataincluding______________ ll
Variance a t completion (VAC)bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP) VAC is the difference between the BAC and EAC
bull Actual cost of work performed (ACWP) VAC = BAC-EAC
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
You must select each tab to m o ve on 2
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686 24626 23188 25235 -14385 -204 7 36301 37517 -1216
111 - Frame 1057 1065 823 08 242 20398 17833 18535 -2565 -702 27097 27813 -716
112 shySuspension 3437 3796 4978 359 -1182 55925 56749 63383 824 -6634 78033 81465 -3432 Steering
113 - Power Package 3955 8538 7221 4583 1317 87049 83739 90848 -331 -7109 114551 119892 -5341
1131shyEngine 128 4 2771 2344 1487 427 28256 27182 29489 -1074 -2307 37183 38917 -1734
Note I PMR Format 1 va lues are in t housands of dollars ($)
Select to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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 1
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686
111 - Frame 1057 1065 823 08 242
112 shySuspension 3437 379 6 4978 359 -1182 Steering
113 - Power Package 3955 8538 7221 458 3 1317
1131 middot 128 4 277 1 2344 1487 427 Engine
Note IPMR Format 1 va lues are in t housan
calculat e schedule and cost variances
Using the current period data for WBS element 1131 - Engine the current period SV is
BCWP - BCWS = SV
2771 - 1284 = 148 7 ( favorable)
Using the current period data for WBS element 1131 - Engine the current period CV is
BCWP - ACWP = CV
2771 - 2344 = 42 7 ( favorable)
-121 6
-716
-3432
-5341
-1734
Selec t to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented WBS In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents I Example
Long Description
This segment o f the IPMR Format 1 displays cost and schedule performance data by task item for the Prime Vehicle its Frame SuspensionS teering and Power Package including the Power Packages 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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 (eg hardware software services data or facilities ) which are the contractors responsibility and at the level the contractor needs for proper management control (MIL-STD-881 section 131)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
__________Purpose Contents Example
The purpose of Format 2 is to
bull Detail by OBS ca tegory current and cumulative bullperformance data
bull Collect organizational cost information at the IPMRtotal contrac t level for the organizational elements andor IPT rather than for individual bull wes elements Format 2
bull Identify major subcontractors and material separately
bull
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f reporting
bull Format 1 is WHAT is being built (produc ts)
bull Format 2 is WHO is responsible for building i t (organizations or IPTs)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f performance dat a
reporting bull sews
bull Format 1 is WHAT is being built (produc ts) bull BCWP
bull Format 2 is WHO is responsible for building i t bull ACWP
(organizations or IPTs) bull CV
bull sv
bull SAC
bull EAC
bull VAC
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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 contractors organizational structure (eg 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
current Period Cumulative to Date At Completion
Item Variance Variance ACVP ACVP Budgeted Estimated Variance
BCWS BCWP Schedule Cost BCWS BCWP Schedule Cost
a Organizational Category
2A - Program Office 281 281 304 (22) 4265 4265 4421 (156) 9477 9635 (158)
28 -Program Control 104 92 91 (12) 2 1358 1350 1255 (8) 95 3159 3100 59
2C Support Service 219 199 201 (20) (2) 1946 2079 2122 133 (43) 4422 4745 (323)
20 Manufacturilg 475 423 471 (52) (48) 3412 3073 3380 (339) (307) 7581 7585 (4)
2E Qualily Assurance 140 161 168 21 (7) 2079 1778 1965 (301) (187) 4422 4705 (283)
2F -Procurement 248 298 289 50 9 4069 4157 4170 88 (13) 8845 8860 (15)
2G -Encopyneering 751 653 756 (98) (103) 10867 9634 11243 (1233) (1609) 25271 26057 (786)
Note IPMR Format 2 va lues are in t housands of dollars($) You must select each tab to move on Q
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - 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 I Example
The purpose of Format 3 is to
bull Compare baseline data from the beginning of the period to the end o f the period to identi fy any bull changes
bull Focus analysis on authorized changes to the IPMR PMB during the reporting period
bullbull Include data to identify total negotiated Format 3 changes to the contract and other important contractual information
bull Include the contractual planned and expected bull completion dates for the scope of work
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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
Contents Example
The data in Format 3 includes
bull Contract data
bull PMS Beginning o f Period BOP)
bull PMS End of Period EOP)
bull Changes to the PMS
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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
Contents Example
The data in Format 3 includes Cont ract data
bull Contract data Data includes
bull PMS Beginning o f Period BOP) bull Original negotiated cost
bull PMS End of Period EOP) bull Negotiated contract changes
bull Changes to the PMS bull Estimated cost of upriced work
bull Contract budget base CBS)
bull Total allocated budget TAB)
bull Work completion dates
bull Management reserve MR)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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
81dgeted Cost for Vork Sctleduled (SCWS) (NaiQiroolab10)BC1NS Undistrmiddot Cumushy BC1NS deg TotalItem Reporting Six Period Forecast Enter Specified Periods ibutedlative BudgetPeriod Budget
to Date Nov Dec Jan Feb Malt Apr Q3 15 Q415 Qll6 Q216 TC
325663 19608 20724 23685 21166 20399 26996 13026 630502 lll~lllllHll middotmiddot Time-phased BCWS for an
Baseline authorized change Changes
Authorized 256 256 256 256 1280 During
Reporting Period CR middot 10 1 PMB (End of Period) 34527
l 20724 23685 21422 20655 27252 13282 18564 39980 35890 323 10 32747 00 631782
Management 15987Resen1e
Total 647769
Note IPMR Format 3 va lues are in t housands of dollars ($) You must select each tab to move on
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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 timeshyphased 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
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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
bull Provide staffing data that can be plotted and correlated to major milestones and activities on the contrac t schedule to assess the accuracy bull of labor estimates
bull Analyze projected staffing levels for consistency IPMR with scheduled activities
bull The Government and the contractor may negotiate Format 4 staffing to be reported in hours equivalent months or total headcount
bull
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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 contractors 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
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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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 T ime 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
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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
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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 sta ffing 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
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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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 w ith i n 12 w orki ng days from the end o f 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
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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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- 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)
bull Budgeted cos t for work scheduled csewsl SV is the difference between the sewP and sews
bull Budgeted cos t for work performed CsewPl sv = sewP - sew s
bull Actual cost of work performed (AeWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- 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 variance (CV)
bull Budgeted cos t for work scheduled (BCWSl CV is the difference between BCWP and ACWP
bull Budgeted cos t for work performed (BCWP) CV = BCWP - ACWP
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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
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oriented WBS In simplest terms
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 1 bull 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 MSllisectUL~amplel =--1__~-r~~~~~~~~~-------i
For each WBS element Format 1 details perform Esti m at e a t completion ( EAC)
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Format 1 includes a range of management EACs (best case worst case most likely) that include contrac t shylevel 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 trac tor must be able to explain any differences
EAC is the actual cost o f 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 con trol account level
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails performapnc-e_dataincluding______________ ll
Variance a t completion (VAC)bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP) VAC is the difference between the BAC and EAC
bull Actual cost of work performed (ACWP) VAC = BAC-EAC
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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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
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686 24626 23188 25235 -14385 -204 7 36301 37517 -1216
111 - Frame 1057 1065 823 08 242 20398 17833 18535 -2565 -702 27097 27813 -716
112 shySuspension 3437 3796 4978 359 -1182 55925 56749 63383 824 -6634 78033 81465 -3432 Steering
113 - Power Package 3955 8538 7221 4583 1317 87049 83739 90848 -331 -7109 114551 119892 -5341
1131shyEngine 128 4 2771 2344 1487 427 28256 27182 29489 -1074 -2307 37183 38917 -1734
Note I PMR Format 1 va lues are in t housands of dollars ($)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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 1
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686
111 - Frame 1057 1065 823 08 242
112 shySuspension 3437 379 6 4978 359 -1182 Steering
113 - Power Package 3955 8538 7221 458 3 1317
1131 middot 128 4 277 1 2344 1487 427 Engine
Note IPMR Format 1 va lues are in t housan
calculat e schedule and cost variances
Using the current period data for WBS element 1131 - Engine the current period SV is
BCWP - BCWS = SV
2771 - 1284 = 148 7 ( favorable)
Using the current period data for WBS element 1131 - Engine the current period CV is
BCWP - ACWP = CV
2771 - 2344 = 42 7 ( favorable)
-121 6
-716
-3432
-5341
-1734
Selec t to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented WBS In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents I Example
Long Description
This segment o f the IPMR Format 1 displays cost and schedule performance data by task item for the Prime Vehicle its Frame SuspensionS teering and Power Package including the Power Packages 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
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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 (eg hardware software services data or facilities ) which are the contractors responsibility and at the level the contractor needs for proper management control (MIL-STD-881 section 131)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
__________Purpose Contents Example
The purpose of Format 2 is to
bull Detail by OBS ca tegory current and cumulative bullperformance data
bull Collect organizational cost information at the IPMRtotal contrac t level for the organizational elements andor IPT rather than for individual bull wes elements Format 2
bull Identify major subcontractors and material separately
bull
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f reporting
bull Format 1 is WHAT is being built (produc ts)
bull Format 2 is WHO is responsible for building i t (organizations or IPTs)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f performance dat a
reporting bull sews
bull Format 1 is WHAT is being built (produc ts) bull BCWP
bull Format 2 is WHO is responsible for building i t bull ACWP
(organizations or IPTs) bull CV
bull sv
bull SAC
bull EAC
bull VAC
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Format 2 - Organizational Breakdow n Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
current Period Cumulative to Date At Completion
Item Variance Variance ACVP ACVP Budgeted Estimated Variance
BCWS BCWP Schedule Cost BCWS BCWP Schedule Cost
a Organizational Category
2A - Program Office 281 281 304 (22) 4265 4265 4421 (156) 9477 9635 (158)
28 -Program Control 104 92 91 (12) 2 1358 1350 1255 (8) 95 3159 3100 59
2C Support Service 219 199 201 (20) (2) 1946 2079 2122 133 (43) 4422 4745 (323)
20 Manufacturilg 475 423 471 (52) (48) 3412 3073 3380 (339) (307) 7581 7585 (4)
2E Qualily Assurance 140 161 168 21 (7) 2079 1778 1965 (301) (187) 4422 4705 (283)
2F -Procurement 248 298 289 50 9 4069 4157 4170 88 (13) 8845 8860 (15)
2G -Encopyneering 751 653 756 (98) (103) 10867 9634 11243 (1233) (1609) 25271 26057 (786)
Note IPMR Format 2 va lues are in t housands of dollars($) You must select each tab to move on Q
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
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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
bull Compare baseline data from the beginning of the period to the end o f the period to identi fy any bull changes
bull Focus analysis on authorized changes to the IPMR PMB during the reporting period
bullbull Include data to identify total negotiated Format 3 changes to the contract and other important contractual information
bull Include the contractual planned and expected bull completion dates for the scope of work
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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
bull Contract data
bull PMS Beginning o f Period BOP)
bull PMS End of Period EOP)
bull Changes to the PMS
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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 Cont ract data
bull Contract data Data includes
bull PMS Beginning o f Period BOP) bull Original negotiated cost
bull PMS End of Period EOP) bull Negotiated contract changes
bull Changes to the PMS bull Estimated cost of upriced work
bull Contract budget base CBS)
bull Total allocated budget TAB)
bull Work completion dates
bull Management reserve MR)
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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
81dgeted Cost for Vork Sctleduled (SCWS) (NaiQiroolab10)BC1NS Undistrmiddot Cumushy BC1NS deg TotalItem Reporting Six Period Forecast Enter Specified Periods ibutedlative BudgetPeriod Budget
to Date Nov Dec Jan Feb Malt Apr Q3 15 Q415 Qll6 Q216 TC
325663 19608 20724 23685 21166 20399 26996 13026 630502 lll~lllllHll middotmiddot Time-phased BCWS for an
Baseline authorized change Changes
Authorized 256 256 256 256 1280 During
Reporting Period CR middot 10 1 PMB (End of Period) 34527
l 20724 23685 21422 20655 27252 13282 18564 39980 35890 323 10 32747 00 631782
Management 15987Resen1e
Total 647769
Note IPMR Format 3 va lues are in t housands of dollars ($) You must select each tab to move on
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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 timeshyphased 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
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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
bull Provide staffing data that can be plotted and correlated to major milestones and activities on the contrac t schedule to assess the accuracy bull of labor estimates
bull Analyze projected staffing levels for consistency IPMR with scheduled activities
bull The Government and the contractor may negotiate Format 4 staffing to be reported in hours equivalent months or total headcount
bull
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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 contractors 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
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 T ime 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
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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 sta ffing 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
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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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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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 perform Cost variance (CV)
bull Budgeted cos t for work scheduled (BCWSl CV is the difference between BCWP and ACWP
bull Budgeted cos t for work performed (BCWP) CV = BCWP - ACWP
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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
RESOURCES I PRINT I HELP
oriented WBS In simplest terms
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Format 1 bull 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 MSllisectUL~amplel =--1__~-r~~~~~~~~~-------i
For each WBS element Format 1 details perform Esti m at e a t completion ( EAC)
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Format 1 includes a range of management EACs (best case worst case most likely) that include contrac t shylevel 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 trac tor must be able to explain any differences
EAC is the actual cost o f 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 con trol account level
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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 de tails performapnc-e_dataincluding______________ ll
Variance a t completion (VAC)bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP) VAC is the difference between the BAC and EAC
bull Actual cost of work performed (ACWP) VAC = BAC-EAC
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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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
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686 24626 23188 25235 -14385 -204 7 36301 37517 -1216
111 - Frame 1057 1065 823 08 242 20398 17833 18535 -2565 -702 27097 27813 -716
112 shySuspension 3437 3796 4978 359 -1182 55925 56749 63383 824 -6634 78033 81465 -3432 Steering
113 - Power Package 3955 8538 7221 4583 1317 87049 83739 90848 -331 -7109 114551 119892 -5341
1131shyEngine 128 4 2771 2344 1487 427 28256 27182 29489 -1074 -2307 37183 38917 -1734
Note I PMR Format 1 va lues are in t housands of dollars ($)
Select to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on Q
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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 1
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686
111 - Frame 1057 1065 823 08 242
112 shySuspension 3437 379 6 4978 359 -1182 Steering
113 - Power Package 3955 8538 7221 458 3 1317
1131 middot 128 4 277 1 2344 1487 427 Engine
Note IPMR Format 1 va lues are in t housan
calculat e schedule and cost variances
Using the current period data for WBS element 1131 - Engine the current period SV is
BCWP - BCWS = SV
2771 - 1284 = 148 7 ( favorable)
Using the current period data for WBS element 1131 - Engine the current period CV is
BCWP - ACWP = CV
2771 - 2344 = 42 7 ( favorable)
-121 6
-716
-3432
-5341
-1734
Selec t to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on
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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 o f the IPMR Format 1 displays cost and schedule performance data by task item for the Prime Vehicle its Frame SuspensionS teering and Power Package including the Power Packages 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
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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 (eg hardware software services data or facilities ) which are the contractors responsibility and at the level the contractor needs for proper management control (MIL-STD-881 section 131)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
__________Purpose Contents Example
The purpose of Format 2 is to
bull Detail by OBS ca tegory current and cumulative bullperformance data
bull Collect organizational cost information at the IPMRtotal contrac t level for the organizational elements andor IPT rather than for individual bull wes elements Format 2
bull Identify major subcontractors and material separately
bull
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f reporting
bull Format 1 is WHAT is being built (produc ts)
bull Format 2 is WHO is responsible for building i t (organizations or IPTs)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f performance dat a
reporting bull sews
bull Format 1 is WHAT is being built (produc ts) bull BCWP
bull Format 2 is WHO is responsible for building i t bull ACWP
(organizations or IPTs) bull CV
bull sv
bull SAC
bull EAC
bull VAC
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Format 2 - Organizational Breakdow n Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
current Period Cumulative to Date At Completion
Item Variance Variance ACVP ACVP Budgeted Estimated Variance
BCWS BCWP Schedule Cost BCWS BCWP Schedule Cost
a Organizational Category
2A - Program Office 281 281 304 (22) 4265 4265 4421 (156) 9477 9635 (158)
28 -Program Control 104 92 91 (12) 2 1358 1350 1255 (8) 95 3159 3100 59
2C Support Service 219 199 201 (20) (2) 1946 2079 2122 133 (43) 4422 4745 (323)
20 Manufacturilg 475 423 471 (52) (48) 3412 3073 3380 (339) (307) 7581 7585 (4)
2E Qualily Assurance 140 161 168 21 (7) 2079 1778 1965 (301) (187) 4422 4705 (283)
2F -Procurement 248 298 289 50 9 4069 4157 4170 88 (13) 8845 8860 (15)
2G -Encopyneering 751 653 756 (98) (103) 10867 9634 11243 (1233) (1609) 25271 26057 (786)
Note IPMR Format 2 va lues are in t housands of dollars($) You must select each tab to move on Q
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
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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
bull Compare baseline data from the beginning of the period to the end o f the period to identi fy any bull changes
bull Focus analysis on authorized changes to the IPMR PMB during the reporting period
bullbull Include data to identify total negotiated Format 3 changes to the contract and other important contractual information
bull Include the contractual planned and expected bull completion dates for the scope of work
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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
bull Contract data
bull PMS Beginning o f Period BOP)
bull PMS End of Period EOP)
bull Changes to the PMS
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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 Cont ract data
bull Contract data Data includes
bull PMS Beginning o f Period BOP) bull Original negotiated cost
bull PMS End of Period EOP) bull Negotiated contract changes
bull Changes to the PMS bull Estimated cost of upriced work
bull Contract budget base CBS)
bull Total allocated budget TAB)
bull Work completion dates
bull Management reserve MR)
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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
81dgeted Cost for Vork Sctleduled (SCWS) (NaiQiroolab10)BC1NS Undistrmiddot Cumushy BC1NS deg TotalItem Reporting Six Period Forecast Enter Specified Periods ibutedlative BudgetPeriod Budget
to Date Nov Dec Jan Feb Malt Apr Q3 15 Q415 Qll6 Q216 TC
325663 19608 20724 23685 21166 20399 26996 13026 630502 lll~lllllHll middotmiddot Time-phased BCWS for an
Baseline authorized change Changes
Authorized 256 256 256 256 1280 During
Reporting Period CR middot 10 1 PMB (End of Period) 34527
l 20724 23685 21422 20655 27252 13282 18564 39980 35890 323 10 32747 00 631782
Management 15987Resen1e
Total 647769
Note IPMR Format 3 va lues are in t housands of dollars ($) You must select each tab to move on
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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 timeshyphased 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
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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
bull Provide staffing data that can be plotted and correlated to major milestones and activities on the contrac t schedule to assess the accuracy bull of labor estimates
bull Analyze projected staffing levels for consistency IPMR with scheduled activities
bull The Government and the contractor may negotiate Format 4 staffing to be reported in hours equivalent months or total headcount
bull
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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 contractors 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
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 T ime 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 sta ffing 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information
Format 1 - Work Breakdown Structure
IPMR Format 1 reports cost and schedule performance data by product-Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 details perform
bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP)
bull Actual cost of work performed (ACWP)
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull 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
RESOURCES I PRINT I HELP
oriented WBS In simplest terms
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 1 bull 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 MSllisectUL~amplel =--1__~-r~~~~~~~~~-------i
For each WBS element Format 1 details perform Esti m at e a t completion ( EAC)
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Format 1 includes a range of management EACs (best case worst case most likely) that include contrac t shylevel 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 trac tor must be able to explain any differences
EAC is the actual cost o f 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 con trol account level
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails performapnc-e_dataincluding______________ ll
Variance a t completion (VAC)bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP) VAC is the difference between the BAC and EAC
bull Actual cost of work performed (ACWP) VAC = BAC-EAC
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686 24626 23188 25235 -14385 -204 7 36301 37517 -1216
111 - Frame 1057 1065 823 08 242 20398 17833 18535 -2565 -702 27097 27813 -716
112 shySuspension 3437 3796 4978 359 -1182 55925 56749 63383 824 -6634 78033 81465 -3432 Steering
113 - Power Package 3955 8538 7221 4583 1317 87049 83739 90848 -331 -7109 114551 119892 -5341
1131shyEngine 128 4 2771 2344 1487 427 28256 27182 29489 -1074 -2307 37183 38917 -1734
Note I PMR Format 1 va lues are in t housands of dollars ($)
Select to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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 1
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686
111 - Frame 1057 1065 823 08 242
112 shySuspension 3437 379 6 4978 359 -1182 Steering
113 - Power Package 3955 8538 7221 458 3 1317
1131 middot 128 4 277 1 2344 1487 427 Engine
Note IPMR Format 1 va lues are in t housan
calculat e schedule and cost variances
Using the current period data for WBS element 1131 - Engine the current period SV is
BCWP - BCWS = SV
2771 - 1284 = 148 7 ( favorable)
Using the current period data for WBS element 1131 - Engine the current period CV is
BCWP - ACWP = CV
2771 - 2344 = 42 7 ( favorable)
-121 6
-716
-3432
-5341
-1734
Selec t to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented WBS In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents I Example
Long Description
This segment o f the IPMR Format 1 displays cost and schedule performance data by task item for the Prime Vehicle its Frame SuspensionS teering and Power Package including the Power Packages 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
You must select each tab to move on 2
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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 (eg hardware software services data or facilities ) which are the contractors responsibility and at the level the contractor needs for proper management control (MIL-STD-881 section 131)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
__________Purpose Contents Example
The purpose of Format 2 is to
bull Detail by OBS ca tegory current and cumulative bullperformance data
bull Collect organizational cost information at the IPMRtotal contrac t level for the organizational elements andor IPT rather than for individual bull wes elements Format 2
bull Identify major subcontractors and material separately
bull
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f reporting
bull Format 1 is WHAT is being built (produc ts)
bull Format 2 is WHO is responsible for building i t (organizations or IPTs)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f performance dat a
reporting bull sews
bull Format 1 is WHAT is being built (produc ts) bull BCWP
bull Format 2 is WHO is responsible for building i t bull ACWP
(organizations or IPTs) bull CV
bull sv
bull SAC
bull EAC
bull VAC
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Format 2 - Organizational Breakdow n Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
current Period Cumulative to Date At Completion
Item Variance Variance ACVP ACVP Budgeted Estimated Variance
BCWS BCWP Schedule Cost BCWS BCWP Schedule Cost
a Organizational Category
2A - Program Office 281 281 304 (22) 4265 4265 4421 (156) 9477 9635 (158)
28 -Program Control 104 92 91 (12) 2 1358 1350 1255 (8) 95 3159 3100 59
2C Support Service 219 199 201 (20) (2) 1946 2079 2122 133 (43) 4422 4745 (323)
20 Manufacturilg 475 423 471 (52) (48) 3412 3073 3380 (339) (307) 7581 7585 (4)
2E Qualily Assurance 140 161 168 21 (7) 2079 1778 1965 (301) (187) 4422 4705 (283)
2F -Procurement 248 298 289 50 9 4069 4157 4170 88 (13) 8845 8860 (15)
2G -Encopyneering 751 653 756 (98) (103) 10867 9634 11243 (1233) (1609) 25271 26057 (786)
Note IPMR Format 2 va lues are in t housands of dollars($) You must select each tab to move on Q
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
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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
bull Compare baseline data from the beginning of the period to the end o f the period to identi fy any bull changes
bull Focus analysis on authorized changes to the IPMR PMB during the reporting period
bullbull Include data to identify total negotiated Format 3 changes to the contract and other important contractual information
bull Include the contractual planned and expected bull completion dates for the scope of work
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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
bull Contract data
bull PMS Beginning o f Period BOP)
bull PMS End of Period EOP)
bull Changes to the PMS
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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 Cont ract data
bull Contract data Data includes
bull PMS Beginning o f Period BOP) bull Original negotiated cost
bull PMS End of Period EOP) bull Negotiated contract changes
bull Changes to the PMS bull Estimated cost of upriced work
bull Contract budget base CBS)
bull Total allocated budget TAB)
bull Work completion dates
bull Management reserve MR)
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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
81dgeted Cost for Vork Sctleduled (SCWS) (NaiQiroolab10)BC1NS Undistrmiddot Cumushy BC1NS deg TotalItem Reporting Six Period Forecast Enter Specified Periods ibutedlative BudgetPeriod Budget
to Date Nov Dec Jan Feb Malt Apr Q3 15 Q415 Qll6 Q216 TC
325663 19608 20724 23685 21166 20399 26996 13026 630502 lll~lllllHll middotmiddot Time-phased BCWS for an
Baseline authorized change Changes
Authorized 256 256 256 256 1280 During
Reporting Period CR middot 10 1 PMB (End of Period) 34527
l 20724 23685 21422 20655 27252 13282 18564 39980 35890 323 10 32747 00 631782
Management 15987Resen1e
Total 647769
Note IPMR Format 3 va lues are in t housands of dollars ($) You must select each tab to move on
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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 timeshyphased 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
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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
bull Provide staffing data that can be plotted and correlated to major milestones and activities on the contrac t schedule to assess the accuracy bull of labor estimates
bull Analyze projected staffing levels for consistency IPMR with scheduled activities
bull The Government and the contractor may negotiate Format 4 staffing to be reported in hours equivalent months or total headcount
bull
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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 contractors 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
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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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 T ime 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
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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
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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 sta ffing 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
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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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 (EVMmiddotCR)
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----
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 1 bull 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 MSllisectUL~amplel =--1__~-r~~~~~~~~~-------i
For each WBS element Format 1 details perform Esti m at e a t completion ( EAC)
bull Budgeted cost for work scheduled (BCWSl
bull Budgeted cost for work performed (BCWPl
bull Actual cost of work performed CACWPl
bull Schedule variance (SVl
bull Cos t variance ( CV)
bull Bydget at completion (BACl
bull Estimate at completion (EACl
bull variance at completion ltvAC)
Format 1 includes a range of management EACs (best case worst case most likely) that include contrac t shylevel 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 trac tor must be able to explain any differences
EAC is the actual cost o f 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 con trol account level
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails performapnc-e_dataincluding______________ ll
Variance a t completion (VAC)bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP) VAC is the difference between the BAC and EAC
bull Actual cost of work performed (ACWP) VAC = BAC-EAC
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
You must select each tab to m o ve on 2
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686 24626 23188 25235 -14385 -204 7 36301 37517 -1216
111 - Frame 1057 1065 823 08 242 20398 17833 18535 -2565 -702 27097 27813 -716
112 shySuspension 3437 3796 4978 359 -1182 55925 56749 63383 824 -6634 78033 81465 -3432 Steering
113 - Power Package 3955 8538 7221 4583 1317 87049 83739 90848 -331 -7109 114551 119892 -5341
1131shyEngine 128 4 2771 2344 1487 427 28256 27182 29489 -1074 -2307 37183 38917 -1734
Note I PMR Format 1 va lues are in t housands of dollars ($)
Select to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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 1
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686
111 - Frame 1057 1065 823 08 242
112 shySuspension 3437 379 6 4978 359 -1182 Steering
113 - Power Package 3955 8538 7221 458 3 1317
1131 middot 128 4 277 1 2344 1487 427 Engine
Note IPMR Format 1 va lues are in t housan
calculat e schedule and cost variances
Using the current period data for WBS element 1131 - Engine the current period SV is
BCWP - BCWS = SV
2771 - 1284 = 148 7 ( favorable)
Using the current period data for WBS element 1131 - Engine the current period CV is
BCWP - ACWP = CV
2771 - 2344 = 42 7 ( favorable)
-121 6
-716
-3432
-5341
-1734
Selec t to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented WBS In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents I Example
Long Description
This segment o f the IPMR Format 1 displays cost and schedule performance data by task item for the Prime Vehicle its Frame SuspensionS teering and Power Package including the Power Packages 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
You must select each tab to move on 2
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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 (eg hardware software services data or facilities ) which are the contractors responsibility and at the level the contractor needs for proper management control (MIL-STD-881 section 131)
You must select each tab to move on
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
__________Purpose Contents Example
The purpose of Format 2 is to
bull Detail by OBS ca tegory current and cumulative bullperformance data
bull Collect organizational cost information at the IPMRtotal contrac t level for the organizational elements andor IPT rather than for individual bull wes elements Format 2
bull Identify major subcontractors and material separately
bull
You must select each tab to m ove on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f reporting
bull Format 1 is WHAT is being built (produc ts)
bull Format 2 is WHO is responsible for building i t (organizations or IPTs)
You must select each tab to move on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f performance dat a
reporting bull sews
bull Format 1 is WHAT is being built (produc ts) bull BCWP
bull Format 2 is WHO is responsible for building i t bull ACWP
(organizations or IPTs) bull CV
bull sv
bull SAC
bull EAC
bull VAC
You must select each tab to move on 2
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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 contractors organizational structure (eg 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
current Period Cumulative to Date At Completion
Item Variance Variance ACVP ACVP Budgeted Estimated Variance
BCWS BCWP Schedule Cost BCWS BCWP Schedule Cost
a Organizational Category
2A - Program Office 281 281 304 (22) 4265 4265 4421 (156) 9477 9635 (158)
28 -Program Control 104 92 91 (12) 2 1358 1350 1255 (8) 95 3159 3100 59
2C Support Service 219 199 201 (20) (2) 1946 2079 2122 133 (43) 4422 4745 (323)
20 Manufacturilg 475 423 471 (52) (48) 3412 3073 3380 (339) (307) 7581 7585 (4)
2E Qualily Assurance 140 161 168 21 (7) 2079 1778 1965 (301) (187) 4422 4705 (283)
2F -Procurement 248 298 289 50 9 4069 4157 4170 88 (13) 8845 8860 (15)
2G -Encopyneering 751 653 756 (98) (103) 10867 9634 11243 (1233) (1609) 25271 26057 (786)
Note IPMR Format 2 va lues are in t housands of dollars($) You must select each tab to move on Q
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - 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 I Example
The purpose of Format 3 is to
bull Compare baseline data from the beginning of the period to the end o f the period to identi fy any bull changes
bull Focus analysis on authorized changes to the IPMR PMB during the reporting period
bullbull Include data to identify total negotiated Format 3 changes to the contract and other important contractual information
bull Include the contractual planned and expected bull completion dates for the scope of work
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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
bull Contract data
bull PMS Beginning o f Period BOP)
bull PMS End of Period EOP)
bull Changes to the PMS
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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 Cont ract data
bull Contract data Data includes
bull PMS Beginning o f Period BOP) bull Original negotiated cost
bull PMS End of Period EOP) bull Negotiated contract changes
bull Changes to the PMS bull Estimated cost of upriced work
bull Contract budget base CBS)
bull Total allocated budget TAB)
bull Work completion dates
bull Management reserve MR)
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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
81dgeted Cost for Vork Sctleduled (SCWS) (NaiQiroolab10)BC1NS Undistrmiddot Cumushy BC1NS deg TotalItem Reporting Six Period Forecast Enter Specified Periods ibutedlative BudgetPeriod Budget
to Date Nov Dec Jan Feb Malt Apr Q3 15 Q415 Qll6 Q216 TC
325663 19608 20724 23685 21166 20399 26996 13026 630502 lll~lllllHll middotmiddot Time-phased BCWS for an
Baseline authorized change Changes
Authorized 256 256 256 256 1280 During
Reporting Period CR middot 10 1 PMB (End of Period) 34527
l 20724 23685 21422 20655 27252 13282 18564 39980 35890 323 10 32747 00 631782
Management 15987Resen1e
Total 647769
Note IPMR Format 3 va lues are in t housands of dollars ($) You must select each tab to move on
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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 timeshyphased 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
You must select each tab to move on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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
The purpose of Format 4 is to
bull Provide staffing data that can be plotted and correlated to major milestones and activities on the contrac t schedule to assess the accuracy bull of labor estimates
bull Analyze projected staffing levels for consistency IPMR with scheduled activities
bull The Government and the contractor may negotiate Format 4 staffing to be reported in hours equivalent months or total headcount
bull
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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 contractors 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
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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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 T ime 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
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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 sta ffing 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
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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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 w ith i n 12 w orki ng days from the end o f 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
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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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
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Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented wes In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents Example 1
For each WBS element Format 1 de tails performapnc-e_dataincluding______________ ll
Variance a t completion (VAC)bull Budgeted cos t for work scheduled (BCWSl
bull Budgeted cos t for work performed (BCWP) VAC is the difference between the BAC and EAC
bull Actual cost of work performed (ACWP) VAC = BAC-EAC
bull Schedule yarjance (SV)
bull Cost yarjance (CV)
bull Budget at completion (BAC)
bull Estimate at completion CEAC)
bull Variance at completion (VAC)
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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
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686 24626 23188 25235 -14385 -204 7 36301 37517 -1216
111 - Frame 1057 1065 823 08 242 20398 17833 18535 -2565 -702 27097 27813 -716
112 shySuspension 3437 3796 4978 359 -1182 55925 56749 63383 824 -6634 78033 81465 -3432 Steering
113 - Power Package 3955 8538 7221 4583 1317 87049 83739 90848 -331 -7109 114551 119892 -5341
1131shyEngine 128 4 2771 2344 1487 427 28256 27182 29489 -1074 -2307 37183 38917 -1734
Note I PMR Format 1 va lues are in t housands of dollars ($)
Select to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on Q
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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 1
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686
111 - Frame 1057 1065 823 08 242
112 shySuspension 3437 379 6 4978 359 -1182 Steering
113 - Power Package 3955 8538 7221 458 3 1317
1131 middot 128 4 277 1 2344 1487 427 Engine
Note IPMR Format 1 va lues are in t housan
calculat e schedule and cost variances
Using the current period data for WBS element 1131 - Engine the current period SV is
BCWP - BCWS = SV
2771 - 1284 = 148 7 ( favorable)
Using the current period data for WBS element 1131 - Engine the current period CV is
BCWP - ACWP = CV
2771 - 2344 = 42 7 ( favorable)
-121 6
-716
-3432
-5341
-1734
Selec t to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on
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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 o f the IPMR Format 1 displays cost and schedule performance data by task item for the Prime Vehicle its Frame SuspensionS teering and Power Package including the Power Packages 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
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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 (eg hardware software services data or facilities ) which are the contractors responsibility and at the level the contractor needs for proper management control (MIL-STD-881 section 131)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
__________Purpose Contents Example
The purpose of Format 2 is to
bull Detail by OBS ca tegory current and cumulative bullperformance data
bull Collect organizational cost information at the IPMRtotal contrac t level for the organizational elements andor IPT rather than for individual bull wes elements Format 2
bull Identify major subcontractors and material separately
bull
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f reporting
bull Format 1 is WHAT is being built (produc ts)
bull Format 2 is WHO is responsible for building i t (organizations or IPTs)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f performance dat a
reporting bull sews
bull Format 1 is WHAT is being built (produc ts) bull BCWP
bull Format 2 is WHO is responsible for building i t bull ACWP
(organizations or IPTs) bull CV
bull sv
bull SAC
bull EAC
bull VAC
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Format 2 - Organizational Breakdow n Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
current Period Cumulative to Date At Completion
Item Variance Variance ACVP ACVP Budgeted Estimated Variance
BCWS BCWP Schedule Cost BCWS BCWP Schedule Cost
a Organizational Category
2A - Program Office 281 281 304 (22) 4265 4265 4421 (156) 9477 9635 (158)
28 -Program Control 104 92 91 (12) 2 1358 1350 1255 (8) 95 3159 3100 59
2C Support Service 219 199 201 (20) (2) 1946 2079 2122 133 (43) 4422 4745 (323)
20 Manufacturilg 475 423 471 (52) (48) 3412 3073 3380 (339) (307) 7581 7585 (4)
2E Qualily Assurance 140 161 168 21 (7) 2079 1778 1965 (301) (187) 4422 4705 (283)
2F -Procurement 248 298 289 50 9 4069 4157 4170 88 (13) 8845 8860 (15)
2G -Encopyneering 751 653 756 (98) (103) 10867 9634 11243 (1233) (1609) 25271 26057 (786)
Note IPMR Format 2 va lues are in t housands of dollars($) You must select each tab to move on Q
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
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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
bull Compare baseline data from the beginning of the period to the end o f the period to identi fy any bull changes
bull Focus analysis on authorized changes to the IPMR PMB during the reporting period
bullbull Include data to identify total negotiated Format 3 changes to the contract and other important contractual information
bull Include the contractual planned and expected bull completion dates for the scope of work
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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
bull Contract data
bull PMS Beginning o f Period BOP)
bull PMS End of Period EOP)
bull Changes to the PMS
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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 Cont ract data
bull Contract data Data includes
bull PMS Beginning o f Period BOP) bull Original negotiated cost
bull PMS End of Period EOP) bull Negotiated contract changes
bull Changes to the PMS bull Estimated cost of upriced work
bull Contract budget base CBS)
bull Total allocated budget TAB)
bull Work completion dates
bull Management reserve MR)
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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
81dgeted Cost for Vork Sctleduled (SCWS) (NaiQiroolab10)BC1NS Undistrmiddot Cumushy BC1NS deg TotalItem Reporting Six Period Forecast Enter Specified Periods ibutedlative BudgetPeriod Budget
to Date Nov Dec Jan Feb Malt Apr Q3 15 Q415 Qll6 Q216 TC
325663 19608 20724 23685 21166 20399 26996 13026 630502 lll~lllllHll middotmiddot Time-phased BCWS for an
Baseline authorized change Changes
Authorized 256 256 256 256 1280 During
Reporting Period CR middot 10 1 PMB (End of Period) 34527
l 20724 23685 21422 20655 27252 13282 18564 39980 35890 323 10 32747 00 631782
Management 15987Resen1e
Total 647769
Note IPMR Format 3 va lues are in t housands of dollars ($) You must select each tab to move on
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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 timeshyphased 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
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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
bull Provide staffing data that can be plotted and correlated to major milestones and activities on the contrac t schedule to assess the accuracy bull of labor estimates
bull Analyze projected staffing levels for consistency IPMR with scheduled activities
bull The Government and the contractor may negotiate Format 4 staffing to be reported in hours equivalent months or total headcount
bull
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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 contractors 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
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 T ime 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
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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 sta ffing 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
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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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686 24626 23188 25235 -14385 -204 7 36301 37517 -1216
111 - Frame 1057 1065 823 08 242 20398 17833 18535 -2565 -702 27097 27813 -716
112 shySuspension 3437 3796 4978 359 -1182 55925 56749 63383 824 -6634 78033 81465 -3432 Steering
113 - Power Package 3955 8538 7221 4583 1317 87049 83739 90848 -331 -7109 114551 119892 -5341
1131shyEngine 128 4 2771 2344 1487 427 28256 27182 29489 -1074 -2307 37183 38917 -1734
Note I PMR Format 1 va lues are in t housands of dollars ($)
Select to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on Q
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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 1
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686
111 - Frame 1057 1065 823 08 242
112 shySuspension 3437 379 6 4978 359 -1182 Steering
113 - Power Package 3955 8538 7221 458 3 1317
1131 middot 128 4 277 1 2344 1487 427 Engine
Note IPMR Format 1 va lues are in t housan
calculat e schedule and cost variances
Using the current period data for WBS element 1131 - Engine the current period SV is
BCWP - BCWS = SV
2771 - 1284 = 148 7 ( favorable)
Using the current period data for WBS element 1131 - Engine the current period CV is
BCWP - ACWP = CV
2771 - 2344 = 42 7 ( favorable)
-121 6
-716
-3432
-5341
-1734
Selec t to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented WBS In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents I Example
Long Description
This segment o f the IPMR Format 1 displays cost and schedule performance data by task item for the Prime Vehicle its Frame SuspensionS teering and Power Package including the Power Packages 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
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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 (eg hardware software services data or facilities ) which are the contractors responsibility and at the level the contractor needs for proper management control (MIL-STD-881 section 131)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
__________Purpose Contents Example
The purpose of Format 2 is to
bull Detail by OBS ca tegory current and cumulative bullperformance data
bull Collect organizational cost information at the IPMRtotal contrac t level for the organizational elements andor IPT rather than for individual bull wes elements Format 2
bull Identify major subcontractors and material separately
bull
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f reporting
bull Format 1 is WHAT is being built (produc ts)
bull Format 2 is WHO is responsible for building i t (organizations or IPTs)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f performance dat a
reporting bull sews
bull Format 1 is WHAT is being built (produc ts) bull BCWP
bull Format 2 is WHO is responsible for building i t bull ACWP
(organizations or IPTs) bull CV
bull sv
bull SAC
bull EAC
bull VAC
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Format 2 - Organizational Breakdow n Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
current Period Cumulative to Date At Completion
Item Variance Variance ACVP ACVP Budgeted Estimated Variance
BCWS BCWP Schedule Cost BCWS BCWP Schedule Cost
a Organizational Category
2A - Program Office 281 281 304 (22) 4265 4265 4421 (156) 9477 9635 (158)
28 -Program Control 104 92 91 (12) 2 1358 1350 1255 (8) 95 3159 3100 59
2C Support Service 219 199 201 (20) (2) 1946 2079 2122 133 (43) 4422 4745 (323)
20 Manufacturilg 475 423 471 (52) (48) 3412 3073 3380 (339) (307) 7581 7585 (4)
2E Qualily Assurance 140 161 168 21 (7) 2079 1778 1965 (301) (187) 4422 4705 (283)
2F -Procurement 248 298 289 50 9 4069 4157 4170 88 (13) 8845 8860 (15)
2G -Encopyneering 751 653 756 (98) (103) 10867 9634 11243 (1233) (1609) 25271 26057 (786)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
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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
bull Compare baseline data from the beginning of the period to the end o f the period to identi fy any bull changes
bull Focus analysis on authorized changes to the IPMR PMB during the reporting period
bullbull Include data to identify total negotiated Format 3 changes to the contract and other important contractual information
bull Include the contractual planned and expected bull completion dates for the scope of work
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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
bull Contract data
bull PMS Beginning o f Period BOP)
bull PMS End of Period EOP)
bull Changes to the PMS
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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 Cont ract data
bull Contract data Data includes
bull PMS Beginning o f Period BOP) bull Original negotiated cost
bull PMS End of Period EOP) bull Negotiated contract changes
bull Changes to the PMS bull Estimated cost of upriced work
bull Contract budget base CBS)
bull Total allocated budget TAB)
bull Work completion dates
bull Management reserve MR)
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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
81dgeted Cost for Vork Sctleduled (SCWS) (NaiQiroolab10)BC1NS Undistrmiddot Cumushy BC1NS deg TotalItem Reporting Six Period Forecast Enter Specified Periods ibutedlative BudgetPeriod Budget
to Date Nov Dec Jan Feb Malt Apr Q3 15 Q415 Qll6 Q216 TC
325663 19608 20724 23685 21166 20399 26996 13026 630502 lll~lllllHll middotmiddot Time-phased BCWS for an
Baseline authorized change Changes
Authorized 256 256 256 256 1280 During
Reporting Period CR middot 10 1 PMB (End of Period) 34527
l 20724 23685 21422 20655 27252 13282 18564 39980 35890 323 10 32747 00 631782
Management 15987Resen1e
Total 647769
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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 timeshyphased 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
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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
bull Provide staffing data that can be plotted and correlated to major milestones and activities on the contrac t schedule to assess the accuracy bull of labor estimates
bull Analyze projected staffing levels for consistency IPMR with scheduled activities
bull The Government and the contractor may negotiate Format 4 staffing to be reported in hours equivalent months or total headcount
bull
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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 contractors 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
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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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 T ime 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
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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
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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 sta ffing 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
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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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 (EVMmiddotCR)
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----
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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 1
11 middot Prin1e Vehicle 1416 1959 1790 5433 1686
111 - Frame 1057 1065 823 08 242
112 shySuspension 3437 379 6 4978 359 -1182 Steering
113 - Power Package 3955 8538 7221 458 3 1317
1131 middot 128 4 277 1 2344 1487 427 Engine
Note IPMR Format 1 va lues are in t housan
calculat e schedule and cost variances
Using the current period data for WBS element 1131 - Engine the current period SV is
BCWP - BCWS = SV
2771 - 1284 = 148 7 ( favorable)
Using the current period data for WBS element 1131 - Engine the current period CV is
BCWP - ACWP = CV
2771 - 2344 = 42 7 ( favorable)
-121 6
-716
-3432
-5341
-1734
Selec t to see how to calculate schedule and cost variances You must select each for WBS element 1131 - Engine tab to move on
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - 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- oriented WBS In simplest terms Format 1 shows WHAT is being built (products)
~rpose Contents I Example
Long Description
This segment o f the IPMR Format 1 displays cost and schedule performance data by task item for the Prime Vehicle its Frame SuspensionS teering and Power Package including the Power Packages 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
You must select each tab to move on 2
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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 (eg hardware software services data or facilities ) which are the contractors responsibility and at the level the contractor needs for proper management control (MIL-STD-881 section 131)
You must select each tab to move on
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
__________Purpose Contents Example
The purpose of Format 2 is to
bull Detail by OBS ca tegory current and cumulative bullperformance data
bull Collect organizational cost information at the IPMRtotal contrac t level for the organizational elements andor IPT rather than for individual bull wes elements Format 2
bull Identify major subcontractors and material separately
bull
You must select each tab to m ove on 2
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f reporting
bull Format 1 is WHAT is being built (produc ts)
bull Format 2 is WHO is responsible for building i t (organizations or IPTs)
You must select each tab to move on 2
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f performance dat a
reporting bull sews
bull Format 1 is WHAT is being built (produc ts) bull BCWP
bull Format 2 is WHO is responsible for building i t bull ACWP
(organizations or IPTs) bull CV
bull sv
bull SAC
bull EAC
bull VAC
You must select each tab to move on 2
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Format 2 - Organizational Breakdow n Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
current Period Cumulative to Date At Completion
Item Variance Variance ACVP ACVP Budgeted Estimated Variance
BCWS BCWP Schedule Cost BCWS BCWP Schedule Cost
a Organizational Category
2A - Program Office 281 281 304 (22) 4265 4265 4421 (156) 9477 9635 (158)
28 -Program Control 104 92 91 (12) 2 1358 1350 1255 (8) 95 3159 3100 59
2C Support Service 219 199 201 (20) (2) 1946 2079 2122 133 (43) 4422 4745 (323)
20 Manufacturilg 475 423 471 (52) (48) 3412 3073 3380 (339) (307) 7581 7585 (4)
2E Qualily Assurance 140 161 168 21 (7) 2079 1778 1965 (301) (187) 4422 4705 (283)
2F -Procurement 248 298 289 50 9 4069 4157 4170 88 (13) 8845 8860 (15)
2G -Encopyneering 751 653 756 (98) (103) 10867 9634 11243 (1233) (1609) 25271 26057 (786)
Note IPMR Format 2 va lues are in t housands of dollars($) You must select each tab to move on Q
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - 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 I Example
The purpose of Format 3 is to
bull Compare baseline data from the beginning of the period to the end o f the period to identi fy any bull changes
bull Focus analysis on authorized changes to the IPMR PMB during the reporting period
bullbull Include data to identify total negotiated Format 3 changes to the contract and other important contractual information
bull Include the contractual planned and expected bull completion dates for the scope of work
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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
bull Contract data
bull PMS Beginning o f Period BOP)
bull PMS End of Period EOP)
bull Changes to the PMS
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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 Cont ract data
bull Contract data Data includes
bull PMS Beginning o f Period BOP) bull Original negotiated cost
bull PMS End of Period EOP) bull Negotiated contract changes
bull Changes to the PMS bull Estimated cost of upriced work
bull Contract budget base CBS)
bull Total allocated budget TAB)
bull Work completion dates
bull Management reserve MR)
You must se lect each tab to m o ve on 2
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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
81dgeted Cost for Vork Sctleduled (SCWS) (NaiQiroolab10)BC1NS Undistrmiddot Cumushy BC1NS deg TotalItem Reporting Six Period Forecast Enter Specified Periods ibutedlative BudgetPeriod Budget
to Date Nov Dec Jan Feb Malt Apr Q3 15 Q415 Qll6 Q216 TC
325663 19608 20724 23685 21166 20399 26996 13026 630502 lll~lllllHll middotmiddot Time-phased BCWS for an
Baseline authorized change Changes
Authorized 256 256 256 256 1280 During
Reporting Period CR middot 10 1 PMB (End of Period) 34527
l 20724 23685 21422 20655 27252 13282 18564 39980 35890 323 10 32747 00 631782
Management 15987Resen1e
Total 647769
Note IPMR Format 3 va lues are in t housands of dollars ($) You must select each tab to move on
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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 timeshyphased 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
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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
bull Provide staffing data that can be plotted and correlated to major milestones and activities on the contrac t schedule to assess the accuracy bull of labor estimates
bull Analyze projected staffing levels for consistency IPMR with scheduled activities
bull The Government and the contractor may negotiate Format 4 staffing to be reported in hours equivalent months or total headcount
bull
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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 contractors 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
You must select each tab to move on
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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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 T ime 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
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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 sta ffing 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
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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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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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 o f the IPMR Format 1 displays cost and schedule performance data by task item for the Prime Vehicle its Frame SuspensionS teering and Power Package including the Power Packages 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
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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 (eg hardware software services data or facilities ) which are the contractors responsibility and at the level the contractor needs for proper management control (MIL-STD-881 section 131)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
__________Purpose Contents Example
The purpose of Format 2 is to
bull Detail by OBS ca tegory current and cumulative bullperformance data
bull Collect organizational cost information at the IPMRtotal contrac t level for the organizational elements andor IPT rather than for individual bull wes elements Format 2
bull Identify major subcontractors and material separately
bull
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f reporting
bull Format 1 is WHAT is being built (produc ts)
bull Format 2 is WHO is responsible for building i t (organizations or IPTs)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f performance dat a
reporting bull sews
bull Format 1 is WHAT is being built (produc ts) bull BCWP
bull Format 2 is WHO is responsible for building i t bull ACWP
(organizations or IPTs) bull CV
bull sv
bull SAC
bull EAC
bull VAC
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Format 2 - Organizational Breakdow n Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
current Period Cumulative to Date At Completion
Item Variance Variance ACVP ACVP Budgeted Estimated Variance
BCWS BCWP Schedule Cost BCWS BCWP Schedule Cost
a Organizational Category
2A - Program Office 281 281 304 (22) 4265 4265 4421 (156) 9477 9635 (158)
28 -Program Control 104 92 91 (12) 2 1358 1350 1255 (8) 95 3159 3100 59
2C Support Service 219 199 201 (20) (2) 1946 2079 2122 133 (43) 4422 4745 (323)
20 Manufacturilg 475 423 471 (52) (48) 3412 3073 3380 (339) (307) 7581 7585 (4)
2E Qualily Assurance 140 161 168 21 (7) 2079 1778 1965 (301) (187) 4422 4705 (283)
2F -Procurement 248 298 289 50 9 4069 4157 4170 88 (13) 8845 8860 (15)
2G -Encopyneering 751 653 756 (98) (103) 10867 9634 11243 (1233) (1609) 25271 26057 (786)
Note IPMR Format 2 va lues are in t housands of dollars($) You must select each tab to move on Q
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
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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
bull Compare baseline data from the beginning of the period to the end o f the period to identi fy any bull changes
bull Focus analysis on authorized changes to the IPMR PMB during the reporting period
bullbull Include data to identify total negotiated Format 3 changes to the contract and other important contractual information
bull Include the contractual planned and expected bull completion dates for the scope of work
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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
bull Contract data
bull PMS Beginning o f Period BOP)
bull PMS End of Period EOP)
bull Changes to the PMS
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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 Cont ract data
bull Contract data Data includes
bull PMS Beginning o f Period BOP) bull Original negotiated cost
bull PMS End of Period EOP) bull Negotiated contract changes
bull Changes to the PMS bull Estimated cost of upriced work
bull Contract budget base CBS)
bull Total allocated budget TAB)
bull Work completion dates
bull Management reserve MR)
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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
81dgeted Cost for Vork Sctleduled (SCWS) (NaiQiroolab10)BC1NS Undistrmiddot Cumushy BC1NS deg TotalItem Reporting Six Period Forecast Enter Specified Periods ibutedlative BudgetPeriod Budget
to Date Nov Dec Jan Feb Malt Apr Q3 15 Q415 Qll6 Q216 TC
325663 19608 20724 23685 21166 20399 26996 13026 630502 lll~lllllHll middotmiddot Time-phased BCWS for an
Baseline authorized change Changes
Authorized 256 256 256 256 1280 During
Reporting Period CR middot 10 1 PMB (End of Period) 34527
l 20724 23685 21422 20655 27252 13282 18564 39980 35890 323 10 32747 00 631782
Management 15987Resen1e
Total 647769
Note IPMR Format 3 va lues are in t housands of dollars ($) You must select each tab to move on
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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 timeshyphased 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
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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
bull Provide staffing data that can be plotted and correlated to major milestones and activities on the contrac t schedule to assess the accuracy bull of labor estimates
bull Analyze projected staffing levels for consistency IPMR with scheduled activities
bull The Government and the contractor may negotiate Format 4 staffing to be reported in hours equivalent months or total headcount
bull
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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 contractors 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
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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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 T ime 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
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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
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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 sta ffing 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 (EVMmiddotCR)
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----
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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 (eg hardware software services data or facilities ) which are the contractors responsibility and at the level the contractor needs for proper management control (MIL-STD-881 section 131)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
__________Purpose Contents Example
The purpose of Format 2 is to
bull Detail by OBS ca tegory current and cumulative bullperformance data
bull Collect organizational cost information at the IPMRtotal contrac t level for the organizational elements andor IPT rather than for individual bull wes elements Format 2
bull Identify major subcontractors and material separately
bull
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f reporting
bull Format 1 is WHAT is being built (produc ts)
bull Format 2 is WHO is responsible for building i t (organizations or IPTs)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f performance dat a
reporting bull sews
bull Format 1 is WHAT is being built (produc ts) bull BCWP
bull Format 2 is WHO is responsible for building i t bull ACWP
(organizations or IPTs) bull CV
bull sv
bull SAC
bull EAC
bull VAC
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Format 2 - Organizational Breakdow n Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
current Period Cumulative to Date At Completion
Item Variance Variance ACVP ACVP Budgeted Estimated Variance
BCWS BCWP Schedule Cost BCWS BCWP Schedule Cost
a Organizational Category
2A - Program Office 281 281 304 (22) 4265 4265 4421 (156) 9477 9635 (158)
28 -Program Control 104 92 91 (12) 2 1358 1350 1255 (8) 95 3159 3100 59
2C Support Service 219 199 201 (20) (2) 1946 2079 2122 133 (43) 4422 4745 (323)
20 Manufacturilg 475 423 471 (52) (48) 3412 3073 3380 (339) (307) 7581 7585 (4)
2E Qualily Assurance 140 161 168 21 (7) 2079 1778 1965 (301) (187) 4422 4705 (283)
2F -Procurement 248 298 289 50 9 4069 4157 4170 88 (13) 8845 8860 (15)
2G -Encopyneering 751 653 756 (98) (103) 10867 9634 11243 (1233) (1609) 25271 26057 (786)
Note IPMR Format 2 va lues are in t housands of dollars($) You must select each tab to move on Q
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
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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
bull Compare baseline data from the beginning of the period to the end o f the period to identi fy any bull changes
bull Focus analysis on authorized changes to the IPMR PMB during the reporting period
bullbull Include data to identify total negotiated Format 3 changes to the contract and other important contractual information
bull Include the contractual planned and expected bull completion dates for the scope of work
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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
bull Contract data
bull PMS Beginning o f Period BOP)
bull PMS End of Period EOP)
bull Changes to the PMS
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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 Cont ract data
bull Contract data Data includes
bull PMS Beginning o f Period BOP) bull Original negotiated cost
bull PMS End of Period EOP) bull Negotiated contract changes
bull Changes to the PMS bull Estimated cost of upriced work
bull Contract budget base CBS)
bull Total allocated budget TAB)
bull Work completion dates
bull Management reserve MR)
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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
81dgeted Cost for Vork Sctleduled (SCWS) (NaiQiroolab10)BC1NS Undistrmiddot Cumushy BC1NS deg TotalItem Reporting Six Period Forecast Enter Specified Periods ibutedlative BudgetPeriod Budget
to Date Nov Dec Jan Feb Malt Apr Q3 15 Q415 Qll6 Q216 TC
325663 19608 20724 23685 21166 20399 26996 13026 630502 lll~lllllHll middotmiddot Time-phased BCWS for an
Baseline authorized change Changes
Authorized 256 256 256 256 1280 During
Reporting Period CR middot 10 1 PMB (End of Period) 34527
l 20724 23685 21422 20655 27252 13282 18564 39980 35890 323 10 32747 00 631782
Management 15987Resen1e
Total 647769
Note IPMR Format 3 va lues are in t housands of dollars ($) You must select each tab to move on
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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 timeshyphased 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
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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
bull Provide staffing data that can be plotted and correlated to major milestones and activities on the contrac t schedule to assess the accuracy bull of labor estimates
bull Analyze projected staffing levels for consistency IPMR with scheduled activities
bull The Government and the contractor may negotiate Format 4 staffing to be reported in hours equivalent months or total headcount
bull
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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 contractors 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
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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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 T ime 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
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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 sta ffing 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
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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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 w ith i n 12 w orki ng days from the end o f 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
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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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
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Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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Lesson Completion
You have completed the content for this lesson
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
__________Purpose Contents Example
The purpose of Format 2 is to
bull Detail by OBS ca tegory current and cumulative bullperformance data
bull Collect organizational cost information at the IPMRtotal contrac t level for the organizational elements andor IPT rather than for individual bull wes elements Format 2
bull Identify major subcontractors and material separately
bull
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f reporting
bull Format 1 is WHAT is being built (produc ts)
bull Format 2 is WHO is responsible for building i t (organizations or IPTs)
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f performance dat a
reporting bull sews
bull Format 1 is WHAT is being built (produc ts) bull BCWP
bull Format 2 is WHO is responsible for building i t bull ACWP
(organizations or IPTs) bull CV
bull sv
bull SAC
bull EAC
bull VAC
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Format 2 - Organizational Breakdow n Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
current Period Cumulative to Date At Completion
Item Variance Variance ACVP ACVP Budgeted Estimated Variance
BCWS BCWP Schedule Cost BCWS BCWP Schedule Cost
a Organizational Category
2A - Program Office 281 281 304 (22) 4265 4265 4421 (156) 9477 9635 (158)
28 -Program Control 104 92 91 (12) 2 1358 1350 1255 (8) 95 3159 3100 59
2C Support Service 219 199 201 (20) (2) 1946 2079 2122 133 (43) 4422 4745 (323)
20 Manufacturilg 475 423 471 (52) (48) 3412 3073 3380 (339) (307) 7581 7585 (4)
2E Qualily Assurance 140 161 168 21 (7) 2079 1778 1965 (301) (187) 4422 4705 (283)
2F -Procurement 248 298 289 50 9 4069 4157 4170 88 (13) 8845 8860 (15)
2G -Encopyneering 751 653 756 (98) (103) 10867 9634 11243 (1233) (1609) 25271 26057 (786)
Note IPMR Format 2 va lues are in t housands of dollars($) You must select each tab to move on Q
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
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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
bull Compare baseline data from the beginning of the period to the end o f the period to identi fy any bull changes
bull Focus analysis on authorized changes to the IPMR PMB during the reporting period
bullbull Include data to identify total negotiated Format 3 changes to the contract and other important contractual information
bull Include the contractual planned and expected bull completion dates for the scope of work
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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
bull Contract data
bull PMS Beginning o f Period BOP)
bull PMS End of Period EOP)
bull Changes to the PMS
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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 Cont ract data
bull Contract data Data includes
bull PMS Beginning o f Period BOP) bull Original negotiated cost
bull PMS End of Period EOP) bull Negotiated contract changes
bull Changes to the PMS bull Estimated cost of upriced work
bull Contract budget base CBS)
bull Total allocated budget TAB)
bull Work completion dates
bull Management reserve MR)
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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
81dgeted Cost for Vork Sctleduled (SCWS) (NaiQiroolab10)BC1NS Undistrmiddot Cumushy BC1NS deg TotalItem Reporting Six Period Forecast Enter Specified Periods ibutedlative BudgetPeriod Budget
to Date Nov Dec Jan Feb Malt Apr Q3 15 Q415 Qll6 Q216 TC
325663 19608 20724 23685 21166 20399 26996 13026 630502 lll~lllllHll middotmiddot Time-phased BCWS for an
Baseline authorized change Changes
Authorized 256 256 256 256 1280 During
Reporting Period CR middot 10 1 PMB (End of Period) 34527
l 20724 23685 21422 20655 27252 13282 18564 39980 35890 323 10 32747 00 631782
Management 15987Resen1e
Total 647769
Note IPMR Format 3 va lues are in t housands of dollars ($) You must select each tab to move on
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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 timeshyphased 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
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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
bull Provide staffing data that can be plotted and correlated to major milestones and activities on the contrac t schedule to assess the accuracy bull of labor estimates
bull Analyze projected staffing levels for consistency IPMR with scheduled activities
bull The Government and the contractor may negotiate Format 4 staffing to be reported in hours equivalent months or total headcount
bull
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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 contractors 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
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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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 T ime 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
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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
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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 sta ffing 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 (EVMmiddotCR)
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----
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f reporting
bull Format 1 is WHAT is being built (produc ts)
bull Format 2 is WHO is responsible for building i t (organizations or IPTs)
You must select each tab to move on 2
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f performance dat a
reporting bull sews
bull Format 1 is WHAT is being built (produc ts) bull BCWP
bull Format 2 is WHO is responsible for building i t bull ACWP
(organizations or IPTs) bull CV
bull sv
bull SAC
bull EAC
bull VAC
You must select each tab to move on 2
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Format 2 - Organizational Breakdow n Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
current Period Cumulative to Date At Completion
Item Variance Variance ACVP ACVP Budgeted Estimated Variance
BCWS BCWP Schedule Cost BCWS BCWP Schedule Cost
a Organizational Category
2A - Program Office 281 281 304 (22) 4265 4265 4421 (156) 9477 9635 (158)
28 -Program Control 104 92 91 (12) 2 1358 1350 1255 (8) 95 3159 3100 59
2C Support Service 219 199 201 (20) (2) 1946 2079 2122 133 (43) 4422 4745 (323)
20 Manufacturilg 475 423 471 (52) (48) 3412 3073 3380 (339) (307) 7581 7585 (4)
2E Qualily Assurance 140 161 168 21 (7) 2079 1778 1965 (301) (187) 4422 4705 (283)
2F -Procurement 248 298 289 50 9 4069 4157 4170 88 (13) 8845 8860 (15)
2G -Encopyneering 751 653 756 (98) (103) 10867 9634 11243 (1233) (1609) 25271 26057 (786)
Note IPMR Format 2 va lues are in t housands of dollars($) You must select each tab to move on Q
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
You must select each tab to m ove on 2
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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
bull Compare baseline data from the beginning of the period to the end o f the period to identi fy any bull changes
bull Focus analysis on authorized changes to the IPMR PMB during the reporting period
bullbull Include data to identify total negotiated Format 3 changes to the contract and other important contractual information
bull Include the contractual planned and expected bull completion dates for the scope of work
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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
bull Contract data
bull PMS Beginning o f Period BOP)
bull PMS End of Period EOP)
bull Changes to the PMS
You must se lect each tab to m o ve on 2
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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 Cont ract data
bull Contract data Data includes
bull PMS Beginning o f Period BOP) bull Original negotiated cost
bull PMS End of Period EOP) bull Negotiated contract changes
bull Changes to the PMS bull Estimated cost of upriced work
bull Contract budget base CBS)
bull Total allocated budget TAB)
bull Work completion dates
bull Management reserve MR)
You must se lect each tab to m o ve on 2
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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
81dgeted Cost for Vork Sctleduled (SCWS) (NaiQiroolab10)BC1NS Undistrmiddot Cumushy BC1NS deg TotalItem Reporting Six Period Forecast Enter Specified Periods ibutedlative BudgetPeriod Budget
to Date Nov Dec Jan Feb Malt Apr Q3 15 Q415 Qll6 Q216 TC
325663 19608 20724 23685 21166 20399 26996 13026 630502 lll~lllllHll middotmiddot Time-phased BCWS for an
Baseline authorized change Changes
Authorized 256 256 256 256 1280 During
Reporting Period CR middot 10 1 PMB (End of Period) 34527
l 20724 23685 21422 20655 27252 13282 18564 39980 35890 323 10 32747 00 631782
Management 15987Resen1e
Total 647769
Note IPMR Format 3 va lues are in t housands of dollars ($) You must select each tab to move on
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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 timeshyphased 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
You must select each tab to move on
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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
bull Provide staffing data that can be plotted and correlated to major milestones and activities on the contrac t schedule to assess the accuracy bull of labor estimates
bull Analyze projected staffing levels for consistency IPMR with scheduled activities
bull The Government and the contractor may negotiate Format 4 staffing to be reported in hours equivalent months or total headcount
bull
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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 contractors 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
You must select each tab to move on
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 T ime 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
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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 sta ffing 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
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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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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Lesson Completion
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg Functional or IPT)
Contents Example I
The performance data in Format 2 is the same as in Format 1 just organized into different categories o f performance dat a
reporting bull sews
bull Format 1 is WHAT is being built (produc ts) bull BCWP
bull Format 2 is WHO is responsible for building i t bull ACWP
(organizations or IPTs) bull CV
bull sv
bull SAC
bull EAC
bull VAC
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Format 2 - Organizational Breakdow n Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
current Period Cumulative to Date At Completion
Item Variance Variance ACVP ACVP Budgeted Estimated Variance
BCWS BCWP Schedule Cost BCWS BCWP Schedule Cost
a Organizational Category
2A - Program Office 281 281 304 (22) 4265 4265 4421 (156) 9477 9635 (158)
28 -Program Control 104 92 91 (12) 2 1358 1350 1255 (8) 95 3159 3100 59
2C Support Service 219 199 201 (20) (2) 1946 2079 2122 133 (43) 4422 4745 (323)
20 Manufacturilg 475 423 471 (52) (48) 3412 3073 3380 (339) (307) 7581 7585 (4)
2E Qualily Assurance 140 161 168 21 (7) 2079 1778 1965 (301) (187) 4422 4705 (283)
2F -Procurement 248 298 289 50 9 4069 4157 4170 88 (13) 8845 8860 (15)
2G -Encopyneering 751 653 756 (98) (103) 10867 9634 11243 (1233) (1609) 25271 26057 (786)
Note IPMR Format 2 va lues are in t housands of dollars($) You must select each tab to move on Q
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
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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
bull Compare baseline data from the beginning of the period to the end o f the period to identi fy any bull changes
bull Focus analysis on authorized changes to the IPMR PMB during the reporting period
bullbull Include data to identify total negotiated Format 3 changes to the contract and other important contractual information
bull Include the contractual planned and expected bull completion dates for the scope of work
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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
bull Contract data
bull PMS Beginning o f Period BOP)
bull PMS End of Period EOP)
bull Changes to the PMS
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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 Cont ract data
bull Contract data Data includes
bull PMS Beginning o f Period BOP) bull Original negotiated cost
bull PMS End of Period EOP) bull Negotiated contract changes
bull Changes to the PMS bull Estimated cost of upriced work
bull Contract budget base CBS)
bull Total allocated budget TAB)
bull Work completion dates
bull Management reserve MR)
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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
81dgeted Cost for Vork Sctleduled (SCWS) (NaiQiroolab10)BC1NS Undistrmiddot Cumushy BC1NS deg TotalItem Reporting Six Period Forecast Enter Specified Periods ibutedlative BudgetPeriod Budget
to Date Nov Dec Jan Feb Malt Apr Q3 15 Q415 Qll6 Q216 TC
325663 19608 20724 23685 21166 20399 26996 13026 630502 lll~lllllHll middotmiddot Time-phased BCWS for an
Baseline authorized change Changes
Authorized 256 256 256 256 1280 During
Reporting Period CR middot 10 1 PMB (End of Period) 34527
l 20724 23685 21422 20655 27252 13282 18564 39980 35890 323 10 32747 00 631782
Management 15987Resen1e
Total 647769
Note IPMR Format 3 va lues are in t housands of dollars ($) You must select each tab to move on
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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 timeshyphased 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
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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
bull Provide staffing data that can be plotted and correlated to major milestones and activities on the contrac t schedule to assess the accuracy bull of labor estimates
bull Analyze projected staffing levels for consistency IPMR with scheduled activities
bull The Government and the contractor may negotiate Format 4 staffing to be reported in hours equivalent months or total headcount
bull
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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 contractors 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
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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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 T ime 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
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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
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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 sta ffing 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
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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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 (EVMmiddotCR)
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----
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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 contractors organizational structure (eg 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
current Period Cumulative to Date At Completion
Item Variance Variance ACVP ACVP Budgeted Estimated Variance
BCWS BCWP Schedule Cost BCWS BCWP Schedule Cost
a Organizational Category
2A - Program Office 281 281 304 (22) 4265 4265 4421 (156) 9477 9635 (158)
28 -Program Control 104 92 91 (12) 2 1358 1350 1255 (8) 95 3159 3100 59
2C Support Service 219 199 201 (20) (2) 1946 2079 2122 133 (43) 4422 4745 (323)
20 Manufacturilg 475 423 471 (52) (48) 3412 3073 3380 (339) (307) 7581 7585 (4)
2E Qualily Assurance 140 161 168 21 (7) 2079 1778 1965 (301) (187) 4422 4705 (283)
2F -Procurement 248 298 289 50 9 4069 4157 4170 88 (13) 8845 8860 (15)
2G -Encopyneering 751 653 756 (98) (103) 10867 9634 11243 (1233) (1609) 25271 26057 (786)
Note IPMR Format 2 va lues are in t housands of dollars($) You must select each tab to move on Q
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
You must select each tab to m ove on 2
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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
bull Compare baseline data from the beginning of the period to the end o f the period to identi fy any bull changes
bull Focus analysis on authorized changes to the IPMR PMB during the reporting period
bullbull Include data to identify total negotiated Format 3 changes to the contract and other important contractual information
bull Include the contractual planned and expected bull completion dates for the scope of work
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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
bull Contract data
bull PMS Beginning o f Period BOP)
bull PMS End of Period EOP)
bull Changes to the PMS
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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 Cont ract data
bull Contract data Data includes
bull PMS Beginning o f Period BOP) bull Original negotiated cost
bull PMS End of Period EOP) bull Negotiated contract changes
bull Changes to the PMS bull Estimated cost of upriced work
bull Contract budget base CBS)
bull Total allocated budget TAB)
bull Work completion dates
bull Management reserve MR)
You must se lect each tab to m o ve on 2
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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
81dgeted Cost for Vork Sctleduled (SCWS) (NaiQiroolab10)BC1NS Undistrmiddot Cumushy BC1NS deg TotalItem Reporting Six Period Forecast Enter Specified Periods ibutedlative BudgetPeriod Budget
to Date Nov Dec Jan Feb Malt Apr Q3 15 Q415 Qll6 Q216 TC
325663 19608 20724 23685 21166 20399 26996 13026 630502 lll~lllllHll middotmiddot Time-phased BCWS for an
Baseline authorized change Changes
Authorized 256 256 256 256 1280 During
Reporting Period CR middot 10 1 PMB (End of Period) 34527
l 20724 23685 21422 20655 27252 13282 18564 39980 35890 323 10 32747 00 631782
Management 15987Resen1e
Total 647769
Note IPMR Format 3 va lues are in t housands of dollars ($) You must select each tab to move on
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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 timeshyphased 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
You must select each tab to move on
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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
bull Provide staffing data that can be plotted and correlated to major milestones and activities on the contrac t schedule to assess the accuracy bull of labor estimates
bull Analyze projected staffing levels for consistency IPMR with scheduled activities
bull The Government and the contractor may negotiate Format 4 staffing to be reported in hours equivalent months or total headcount
bull
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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 contractors 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
You must select each tab to move on
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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 contractors 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
You must select each tab to move on
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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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 T ime 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
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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
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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 sta ffing 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
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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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 w ith i n 12 w orki ng days from the end o f 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
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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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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Format 2 - Organizational Breakdown Structure
IPMR Format 2 reports cost and schedule performance data by the contractors organizational structure (eg 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
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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
bull Compare baseline data from the beginning of the period to the end o f the period to identi fy any bull changes
bull Focus analysis on authorized changes to the IPMR PMB during the reporting period
bullbull Include data to identify total negotiated Format 3 changes to the contract and other important contractual information
bull Include the contractual planned and expected bull completion dates for the scope of work
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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
bull Contract data
bull PMS Beginning o f Period BOP)
bull PMS End of Period EOP)
bull Changes to the PMS
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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 Cont ract data
bull Contract data Data includes
bull PMS Beginning o f Period BOP) bull Original negotiated cost
bull PMS End of Period EOP) bull Negotiated contract changes
bull Changes to the PMS bull Estimated cost of upriced work
bull Contract budget base CBS)
bull Total allocated budget TAB)
bull Work completion dates
bull Management reserve MR)
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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
81dgeted Cost for Vork Sctleduled (SCWS) (NaiQiroolab10)BC1NS Undistrmiddot Cumushy BC1NS deg TotalItem Reporting Six Period Forecast Enter Specified Periods ibutedlative BudgetPeriod Budget
to Date Nov Dec Jan Feb Malt Apr Q3 15 Q415 Qll6 Q216 TC
325663 19608 20724 23685 21166 20399 26996 13026 630502 lll~lllllHll middotmiddot Time-phased BCWS for an
Baseline authorized change Changes
Authorized 256 256 256 256 1280 During
Reporting Period CR middot 10 1 PMB (End of Period) 34527
l 20724 23685 21422 20655 27252 13282 18564 39980 35890 323 10 32747 00 631782
Management 15987Resen1e
Total 647769
Note IPMR Format 3 va lues are in t housands of dollars ($) You must select each tab to move on
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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 timeshyphased 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
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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
bull Provide staffing data that can be plotted and correlated to major milestones and activities on the contrac t schedule to assess the accuracy bull of labor estimates
bull Analyze projected staffing levels for consistency IPMR with scheduled activities
bull The Government and the contractor may negotiate Format 4 staffing to be reported in hours equivalent months or total headcount
bull
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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 contractors 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
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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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 T ime 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
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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
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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 sta ffing 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
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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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 (EVMmiddotCR)
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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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 w ith i n 12 w orki ng days from the end o f 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
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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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
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Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - 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 I Example
The purpose of Format 3 is to
bull Compare baseline data from the beginning of the period to the end o f the period to identi fy any bull changes
bull Focus analysis on authorized changes to the IPMR PMB during the reporting period
bullbull Include data to identify total negotiated Format 3 changes to the contract and other important contractual information
bull Include the contractual planned and expected bull completion dates for the scope of work
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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
bull Contract data
bull PMS Beginning o f Period BOP)
bull PMS End of Period EOP)
bull Changes to the PMS
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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 Cont ract data
bull Contract data Data includes
bull PMS Beginning o f Period BOP) bull Original negotiated cost
bull PMS End of Period EOP) bull Negotiated contract changes
bull Changes to the PMS bull Estimated cost of upriced work
bull Contract budget base CBS)
bull Total allocated budget TAB)
bull Work completion dates
bull Management reserve MR)
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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
81dgeted Cost for Vork Sctleduled (SCWS) (NaiQiroolab10)BC1NS Undistrmiddot Cumushy BC1NS deg TotalItem Reporting Six Period Forecast Enter Specified Periods ibutedlative BudgetPeriod Budget
to Date Nov Dec Jan Feb Malt Apr Q3 15 Q415 Qll6 Q216 TC
325663 19608 20724 23685 21166 20399 26996 13026 630502 lll~lllllHll middotmiddot Time-phased BCWS for an
Baseline authorized change Changes
Authorized 256 256 256 256 1280 During
Reporting Period CR middot 10 1 PMB (End of Period) 34527
l 20724 23685 21422 20655 27252 13282 18564 39980 35890 323 10 32747 00 631782
Management 15987Resen1e
Total 647769
Note IPMR Format 3 va lues are in t housands of dollars ($) You must select each tab to move on
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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 timeshyphased 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
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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
bull Provide staffing data that can be plotted and correlated to major milestones and activities on the contrac t schedule to assess the accuracy bull of labor estimates
bull Analyze projected staffing levels for consistency IPMR with scheduled activities
bull The Government and the contractor may negotiate Format 4 staffing to be reported in hours equivalent months or total headcount
bull
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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 contractors 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
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 T ime 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
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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 sta ffing 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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
Contents Example
The data in Format 3 includes
bull Contract data
bull PMS Beginning o f Period BOP)
bull PMS End of Period EOP)
bull Changes to the PMS
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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 Cont ract data
bull Contract data Data includes
bull PMS Beginning o f Period BOP) bull Original negotiated cost
bull PMS End of Period EOP) bull Negotiated contract changes
bull Changes to the PMS bull Estimated cost of upriced work
bull Contract budget base CBS)
bull Total allocated budget TAB)
bull Work completion dates
bull Management reserve MR)
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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
81dgeted Cost for Vork Sctleduled (SCWS) (NaiQiroolab10)BC1NS Undistrmiddot Cumushy BC1NS deg TotalItem Reporting Six Period Forecast Enter Specified Periods ibutedlative BudgetPeriod Budget
to Date Nov Dec Jan Feb Malt Apr Q3 15 Q415 Qll6 Q216 TC
325663 19608 20724 23685 21166 20399 26996 13026 630502 lll~lllllHll middotmiddot Time-phased BCWS for an
Baseline authorized change Changes
Authorized 256 256 256 256 1280 During
Reporting Period CR middot 10 1 PMB (End of Period) 34527
l 20724 23685 21422 20655 27252 13282 18564 39980 35890 323 10 32747 00 631782
Management 15987Resen1e
Total 647769
Note IPMR Format 3 va lues are in t housands of dollars ($) You must select each tab to move on
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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 timeshyphased 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
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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
bull Provide staffing data that can be plotted and correlated to major milestones and activities on the contrac t schedule to assess the accuracy bull of labor estimates
bull Analyze projected staffing levels for consistency IPMR with scheduled activities
bull The Government and the contractor may negotiate Format 4 staffing to be reported in hours equivalent months or total headcount
bull
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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 contractors 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
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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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 T ime 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
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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
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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 sta ffing 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
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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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 w ith i n 12 w orki ng days from the end o f 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
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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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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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 Cont ract data
bull Contract data Data includes
bull PMS Beginning o f Period BOP) bull Original negotiated cost
bull PMS End of Period EOP) bull Negotiated contract changes
bull Changes to the PMS bull Estimated cost of upriced work
bull Contract budget base CBS)
bull Total allocated budget TAB)
bull Work completion dates
bull Management reserve MR)
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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
81dgeted Cost for Vork Sctleduled (SCWS) (NaiQiroolab10)BC1NS Undistrmiddot Cumushy BC1NS deg TotalItem Reporting Six Period Forecast Enter Specified Periods ibutedlative BudgetPeriod Budget
to Date Nov Dec Jan Feb Malt Apr Q3 15 Q415 Qll6 Q216 TC
325663 19608 20724 23685 21166 20399 26996 13026 630502 lll~lllllHll middotmiddot Time-phased BCWS for an
Baseline authorized change Changes
Authorized 256 256 256 256 1280 During
Reporting Period CR middot 10 1 PMB (End of Period) 34527
l 20724 23685 21422 20655 27252 13282 18564 39980 35890 323 10 32747 00 631782
Management 15987Resen1e
Total 647769
Note IPMR Format 3 va lues are in t housands of dollars ($) You must select each tab to move on
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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 timeshyphased 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
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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
bull Provide staffing data that can be plotted and correlated to major milestones and activities on the contrac t schedule to assess the accuracy bull of labor estimates
bull Analyze projected staffing levels for consistency IPMR with scheduled activities
bull The Government and the contractor may negotiate Format 4 staffing to be reported in hours equivalent months or total headcount
bull
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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 contractors 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
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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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 T ime 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
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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
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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 sta ffing 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
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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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 (EVMmiddotCR)
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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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 w ith i n 12 w orki ng days from the end o f 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
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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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
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Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
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Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
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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
81dgeted Cost for Vork Sctleduled (SCWS) (NaiQiroolab10)BC1NS Undistrmiddot Cumushy BC1NS deg TotalItem Reporting Six Period Forecast Enter Specified Periods ibutedlative BudgetPeriod Budget
to Date Nov Dec Jan Feb Malt Apr Q3 15 Q415 Qll6 Q216 TC
325663 19608 20724 23685 21166 20399 26996 13026 630502 lll~lllllHll middotmiddot Time-phased BCWS for an
Baseline authorized change Changes
Authorized 256 256 256 256 1280 During
Reporting Period CR middot 10 1 PMB (End of Period) 34527
l 20724 23685 21422 20655 27252 13282 18564 39980 35890 323 10 32747 00 631782
Management 15987Resen1e
Total 647769
Note IPMR Format 3 va lues are in t housands of dollars ($) You must select each tab to move on
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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 timeshyphased 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
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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
bull Provide staffing data that can be plotted and correlated to major milestones and activities on the contrac t schedule to assess the accuracy bull of labor estimates
bull Analyze projected staffing levels for consistency IPMR with scheduled activities
bull The Government and the contractor may negotiate Format 4 staffing to be reported in hours equivalent months or total headcount
bull
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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 contractors 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
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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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 T ime 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
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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
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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 sta ffing 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
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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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 w ith i n 12 w orki ng days from the end o f 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
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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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
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Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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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 timeshyphased 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
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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
bull Provide staffing data that can be plotted and correlated to major milestones and activities on the contrac t schedule to assess the accuracy bull of labor estimates
bull Analyze projected staffing levels for consistency IPMR with scheduled activities
bull The Government and the contractor may negotiate Format 4 staffing to be reported in hours equivalent months or total headcount
bull
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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 contractors 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
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 T ime 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
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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 sta ffing 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
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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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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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
bull Provide staffing data that can be plotted and correlated to major milestones and activities on the contrac t schedule to assess the accuracy bull of labor estimates
bull Analyze projected staffing levels for consistency IPMR with scheduled activities
bull The Government and the contractor may negotiate Format 4 staffing to be reported in hours equivalent months or total headcount
bull
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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 contractors 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
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 T ime 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
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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 sta ffing 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
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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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 w ith i n 12 w orki ng days from the end o f 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
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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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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Lesson Completion
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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 contractors 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
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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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 T ime 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
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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 sta ffing 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
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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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 w ith i n 12 w orki ng days from the end o f 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
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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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
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Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
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Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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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 contractors 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
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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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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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 T ime 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
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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
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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 sta ffing 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
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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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 (EVMmiddotCR)
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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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 w ith i n 12 w orki ng days from the end o f 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
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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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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 Formrt 4
5 Perfornlance Data
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 T ime 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
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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 sta ffing 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
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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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 (EVMmiddotCR)
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----
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - 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 Forma t 4 for the LAR program with da ta reported in equivalent months
equiv alent m onths
An equivalen t month is the effort equal to tha t of one person for one month
a Organizational Categuy
2A Program Office 12 173 10 11 13 15 17 20 23 26 30 35 40 415
28 middot Program Control 4 49 4 4 5 5 6 7 8 9 11 12 14 134 2C middot Support Senbullice 8 83 8 10 11 13 15 17 19 22 26 30 34 287
20 bull Manufacturing 18 132 19 22 25 29 33 38 44 51 58 67 77 597
2E bullQuality Assurance 7 77 7 8 10 11 13 14 17 19 22 25 29 252 2F middot Procurement 11 163 8 10 11 13 14 17 19 22 25 29 34 3E6
2G bull Engineerirg 30 439 24 28 32 37 42 48 56 64 73 84 97 1024 6 Total Direct 89 1115 80 93 106 122 141 162 186 214 246 283 326 3075
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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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 T ime 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 sta ffing 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 (EVMmiddotCR)
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----
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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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 ts staffing needs for the actual curren t period ac tual end of current cumulative six period forecast budge ted specified periods to complete and at completion by organizational category in equivalent months
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 T ime 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
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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 sta ffing 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
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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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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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 - ------ -
The purpose of Format 5 is to
bull Explain data from the other formats to understand the reasons for variances and bull corrective ac tions
bull Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis schedule analysis contractual change bull
Format 5information management reserve amp undistributed budget analysis and other topic (s) relevant to contract cost schedule or technical performance bull
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 T ime 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
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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 sta ffing 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
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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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 w ith i n 12 w orki ng days from the end o f 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
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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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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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 Defenses (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)
bull T ype and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS elements
bull Effect on the total contract
bull 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
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 T ime 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
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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 sta ffing 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
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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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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Format 5 - Explanations 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 de fines 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 Defenses (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab) All required cost and schedule varia
bull Type and magnitude of variance
bull Explanation of the root cause of the variance
bull Cost and schedule impact on dependent WBS
bull Effect on the total contrac t
Data found in o ther forma ts can include
bull Contrac t summary
bull Formal reprograming (over target baseline over target schedule or OTBOTS)
n
bull Estimate at complet ion
bull Undistributed budget h)
bull Management reserve
bull Integrated Master Schedule
bull Format 3 changes
bull Format 4 changes
____________________________bull Correc tive actions and IMS changes bull Corrective ac tions taken or planned and stat
In addition Format 5 contains any necessary narra tive explanations o f data found in other formats
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 T ime 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
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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 sta ffing 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
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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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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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 Elem ent 1131 Engine
Integrated Program Management Report Format 1
8 Performance Data
Note IPMR Format 1 va lues are in t housands of dollars ($)
Explanation o f negative variances reported in the engine
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 T ime 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
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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 sta ffing 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
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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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 w ith i n 12 w orki ng days from the end o f 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
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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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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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 o f negativ e v ariances reported in the engine --EXAMPLE-shy
Integrated Program Management Report Format 5 Ex planation and Problem Analy sis
WBS Element 1131 - Engine Cumulativ e Cost Variance -2308
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 Engines 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
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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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 T ime 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
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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 sta ffing 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
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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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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Format 5 - Explanations 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 Task 1131 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 shy$1074K and cost variance is - $2307K with a t otal variance at completion of - $1734K
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 T ime 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
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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
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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 sta ffing 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
Purpose Contents Example I
The IMS is an integra ted ne tworked schedule containing all the de tailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Mas ter Plan or IMP) required to complete a contrac t bull
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
bull 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 bull updated to reflect the progress of the project The IMS is generally provided via softcopy as a download from the contractors IMS system (Microsoft Project Primavera etc)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 T ime 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
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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 sta ffing 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contractors IMS for completing the contract
~rpose Contents Example I
The data contained in Format 6 is used to
bull Iden ti fy discre te tasks consistent with all au thorized work and specify the relationships between tasks
bull Describe the schedule for completion of the authorized scope of work
bull Identify activities on the critical path low floatslack activities close t o being on the critical path or activities on any driv ing paths
bull Contain both the baseline schedule and forecasted schedules
bull Predict the contract completion date and all interim milestones
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 T ime 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 sta ffing 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 6 bull Integrated Master Schedule
JPMR Fonnat 6 reports and contains the contractors IMS for completing the contract
CPurpose TContents Example
Below is an excerpt from the October Format 6 for the LAR program Note tha t the tasks below are all slipping The tasks on the critical path are denoted in red
I 2016 IWBS bull Name NOi I DEC I JA8 MAR I APR I IMY I Jiii bull - AUG T SEP I bullbull1 I
1321 8 Temin Tums amp Crash Tests I-13Zl1 Terrain amp Inclines l 5 bull ~25
13ZlZ Tums 15 ~12 7 1613Zl3 Crash 52yen bull-
13Zl4 Range Power amp Fuel Con$ump~ 72~- l19
13ZZ 8 Environmental Tests - 1 10 3713ZZ l Heat 312o 52 13ZZZ Ccld - 65 bullbull i 9 1 132Z3 I - DT lt1f
~
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 T ime 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 sta ffing 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 (EVMmiddotCR)
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----
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
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Format 6 - Integrated Master Schedule
IPMR Format 6 reports and contains the contrac tors IMS for comple ting 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 13 2 1 Terrain Turns amp Crash Tests has a baseline schedule from November 2015 through June 2016 It has slipped to February 2016 through September 2016 WBS 13 2 11 Terrain amp Inclines is on the critical path with a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through February 2016 WBS 13 2 12 Turns is on the critical path with a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 13 Crash is on the critical path with a baseline schedule from March 2016 through May 2016 It has slipped to May 2016 through July 2016 WBS 13 2 14 Range Power amp Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July It has slipped July 2016 through September 2016 WBS 13 2 2 Environmental Tests has a baseline schedule from November 2015 through June 2016 It has slipped to January 2016 through September 2016 WBS 13 2 2 1 Heat has a baseline schedule from November 2015 through January 2016 It has slipped to January 2016 through March 2016 WBS 13 2 2 2 Cold has a baseline schedule from January 2016 through March 2016 It has slipped to March 2016 through May 2016 WBS 13 2 2 3 Vibration has a baseline schedule from March 2016 through June 2016 It has slipped to June 2016 through September The OT OT Comple te milestone has a comple tion date in Oc tober 2016
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
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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 T ime 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
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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 sta ffing 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 (EVMmiddotCR)
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----
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
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Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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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
bull Provide supplemental historical and time-phased in formation in the DoD-approved elec tronic Extensible Markup Language XML) format by bull WBS unless o therwise specified in the CORL
bull Format 7 is required at the same level as Format IPMR 1 reporting Optionally the Government may define reporting at a lower lev el eg the bull Format 7Control Account level
bull
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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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
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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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
You must select each tab to move on
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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 T ime 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
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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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 sta ffing 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 (EVMmiddotCR)
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----
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 pas t performance and projec tions o f future program costs
Time-phased BCWS BCWP ACWP and ETC are repor ted from contrac t award to contract completion as applicable
bull ACWP and BCWP are hist orical data therefore they are reported only t hrough Time Now
bull ETC is a projection for future periods therefore it is only reported after T ime Now
You must select each tab to move on 2
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
You must select each tab to move on
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I
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 T ime 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
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 sta ffing 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 (EVMmiddotCR)
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----
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 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 302013 bull I I I I I I I I
113 l middot Engine
BCWS_c 1652 2830 1812 1903 1931 1283 1632 1557 1704 2139
BCWP_c 1655 1638 1087 810 1366 3434
ACWP_c 1794 199l 1444 1259 2620 2793
ETC 1662 1533 1800 1480
Note IPMR Format 7 va lues a re in t housands of dollars ($)
You must select each tab to move on
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I
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 T ime 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
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 sta ffing 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 (EVMmiddotCR)
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----
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 T ime 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
You must select each tab to m o ve on 2
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 sta ffing 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 (EVMmiddotCR)
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----
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 sta ffing 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 (EVMmiddotCR)
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----
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 sta ffing 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 (EVMmiddotCR)
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----
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 o f the period to the end o f the period to identify any changes
~ The contrac tual planned and expected completion dates for the scope of work
Supplemental historical and time-phased information in the DoDshyapproved 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 o f t he period t o t he e nd o f t he per iod t o ident ify any c ha nges and contractual planned a nd expect ed complet ion dates for the scope of w ork
I Pbull ge 17of27 I Back ---- Next
In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 (EVMmiddotCR)
I Pbull ge 21 of 27 I Back Next
----
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
I Pbull ge 21 of 27 I Back Next
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
I Pbull ge23 of 27 I Back Next
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
~ I Page26of 27 I ~ Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
I Page26of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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In this topic you will
bull Given the Integrated Program Management Report ( IPMR) Data Item Description (DID) recognize contractor submission requirements
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
I Pbull ge 20of 27 I Back Next
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
I Pbull ge20 of27 I Back Next
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
I Pbull ge20of27 I Back Next
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 (EVMmiddotCR)
I Pbull ge 21 of 27 I Back Next
----
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
I Pbull ge 21 of 27 I Back Next
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 w ith i n 12 w orki ng days from the end o f 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 Pbull ge22of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
I Pbull ge23 of 27 I Back Next
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
I Pbull ge24of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
~ I Page26of 27 I ~ Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
I Page26of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Earned Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor-I bull1--Acc_ u_ t_g_P__n _ t-l-A_c_co_u_n_t_in_g_P_e_ri_od_-1o_ n_in e _middotoo _I
Monthly Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
I Pbull ge 20of 27 I Back Next
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
I Pbull ge20 of27 I Back Next
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 (EVMmiddotCR)
I Pbull ge 21 of 27 I Back Next
----
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
I Pbull ge 21 of 27 I Back Next
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
I Pbull ge23 of 27 I Back Next
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
I Page26of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
I Pbull ge27of27 I Back Next
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Submission Timeline
The data reported in the IPMR come from the contractors Eamed Value Management System EVMS and reflect the contractors actual activity in the previous accounting month The submission timeline requirement is 12 days though that may be negotiated
Previous Current Contractor Contractor
-I Ac
Long Description
The previous contractor accounting period ends The IPMR is submitted no later than 12 working days from the end of the contractors 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 Submission At least monthly for Formats 1middot 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
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
I Pbull ge 20of 27 I Back Next
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
I Pbull ge20 of27 I Back Next
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
I Pbull ge20of27 I Back Next
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 (EVMmiddotCR)
I Pbull ge 21 of 27 I Back Next
----
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
I Pbull ge 21 of 27 I Back Next
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 w ith i n 12 w orki ng days from the end o f 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 Pbull ge22of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
I Pbull ge23 of 27 I Back Next
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
I Pbull ge24of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
~ I Page26of 27 I ~ Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
I Page26of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
I Page26of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
XML Schema
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
I Pbull ge 20of 27 I Back Next
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
I Pbull ge20 of27 I Back Next
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
I Pbull ge20of27 I Back Next
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 (EVMmiddotCR)
I Pbull ge 21 of 27 I Back Next
----
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
I Pbull ge 21 of 27 I Back Next
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 w ith i n 12 w orki ng days from the end o f 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 Pbull ge22of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
I Pbull ge23 of 27 I Back Next
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
I Pbull ge24of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
~ I Page26of 27 I ~ Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
I Page26of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
I Page26of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
I Pbull ge27of27 I Back Next
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 contractors format
Long Description
The con tractor uses XML schema to submit the IPMR to the EVM Central Repository EVM-CR)
Contractor bullllllllllI===~---
EVM CENTRAL
REPOSITORY (EVMmiddotCR)
I Pbull ge20 of27 I Back Next
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
I Pbull ge20of27 I Back Next
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 (EVMmiddotCR)
I Pbull ge 21 of 27 I Back Next
----
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
I Pbull ge 21 of 27 I Back Next
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 w ith i n 12 w orki ng days from the end o f 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 Pbull ge22of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
I Pbull ge23 of 27 I Back Next
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
I Pbull ge24of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
~ I Page26of 27 I ~ Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 middot middot middot rs 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 Elec tronic Business (UN CEFACT) Data Library Edition D09B and the rela ted DoD-specific Data Exchange Instructions (DEis)
Contractor bulllllllllll===~-11111-
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 (EVMmiddotCR)
I Pbull ge 21 of 27 I Back Next
----
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
I Pbull ge 21 of 27 I Back Next
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
I Pbull ge27of27 I Back Next
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 (EVMmiddotCR)
I Pbull ge 21 of 27 I Back Next
----
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
I Pbull ge 21 of 27 I Back Next
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 w ith i n 12 w orki ng days from the end o f 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 Pbull ge22of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
I Pbull ge23 of 27 I Back Next
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
I Pbull ge24of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
~ I Page26of 27 I ~ Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
I Page26of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
I Page26of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
I Pbull ge27of27 I Back Next
----
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 submi ts the IPMR directly to the EVM Central Repository EVM-CR)
IPMR
Contractor
EVMCENTRAL
REPOSITORY (EVMmiddotCR)
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 w ith i n 12 w orki ng days from the end o f 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
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
I Pbull ge23 of 27 I Back Next
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
~ I Page26of 27 I ~ Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
I Page26of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
I Pbull ge27of27 I Back Next
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 w ith i n 12 w orki ng days from the end o f 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 Pbull ge22of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
I Pbull ge23 of 27 I Back Next
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
I Pbull ge24of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
~ I Page26of 27 I ~ Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
I Page26of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
I Page26of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
I Pbull ge27of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 fa l se statement All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML)
I Pbull ge23 of 27 I Back Next
EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
I Pbull ge24of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
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EVMlOl Fundam entals of Earned Value Managem ent Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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 direc tly 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 ubmit 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 XML sche mas exce pt Format 5 Format 5 can be submitted in the con tractors format
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
~ I Page26of 27 I ~ Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
I Page26of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
I Page26of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
I Pbull ge27of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
~ I Page26of 27 I ~ Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
I Page26of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
I Page26of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
I Pbull ge27of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
~ I Page26of 27 I ~ Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
I Page26of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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 contractors organizational structure also known as the OBS (eg Functional team or JPT)
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 3
Reports changes to the PMB
Select each format for a re vie w
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
~ I Page26of 27 I ~ Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
I Page26of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
I Page26of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
I Pbull ge27of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 4
Reports staffing forecasts
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
~ I Page26of 27 I ~ Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
I Page26of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
I Page26of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
I Pbull ge27of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
~ I Page26of 27 I ~ Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
I Page26of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
I Page26of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
If you have closed or hidden the Table of Contents click the Show TOC button in the Atlas navigation bar at the top of the screen
I Pbull ge27of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull JPMR Format 6 - Integrated Master Schedule
JPMR Format 7 - Electronic History and Forecast File
IPMR Format 6
Contains the contractors current networked schedule capable of generating a critical path as well as the contractors baseline schedule
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
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)
bull JPMR Format 2 - Organiza tional Breakdown Structure OBS)
IPMR JPMR Format 3 - Baseline
bull JPMR Format 4 - Staffing
JPMR Format 5 - Explanations and Problem Analysis
bull 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
Select each format for a re vie w
I Pbull ge2Sof27 I Back Next
EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
~ I Page26of 27 I ~ Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
I Page26of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
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EVMlOl Fundamentals o f Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The PMR must be submitted within Previous c~12 working days from the end of the
Coltllttactor Contractor contractors previous accounting _J I Aaoundng Period Acmunting~
period The IPMR allows for up to 17 I 1---- ----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
bull The contractor should submit an PMR at least once a month with the exception of Format 7 which is required only annually
IPMR bull Contractors working on ACAT l programs must
submit the IPMR directly to the EVM-CR
bull 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 E111C~
contractors format
Select the tlmeline 9rapl1ic t o enlarge
~ I Page26of 27 I ~ Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
I Page26of27 I Back Next
EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMRmust ----------------
12 working day contractors pr period The PM -I working days b the program bu by the Govern in the contract
bull The contractor IPMR at least or exception of Fo required only a
Previous Current contractor Contractor
Accounting Period Accounting Period I-middot--------tmiddot ----------11 1 1
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD- approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Summary Cont
bull The IPMR must be submitted within 12 working days from the end of the c~t~~~r ~~r~~r contractors 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
Contractors may negotiate an the program but m1lU~ t~~ a~re d_tO~----------=daysal extension to allowS~ be=g~e ~by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the
reporting period provided that the Government agreesbull The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more
IPMR at least once accurate data the end of the contractors 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)
bull Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR
bull All IPMR formats except Format 5 should be submitted electronically using DoD-approved XML
EW CENTRAL schemas Format 5 can be submitted in the REPOSITORY (EVCR)
contractors format
Select the timeline graphic to enlarge Q
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
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EVMlOl Fundamentals of Earned Value Management Lesson 41 - Documenting Performance Measurement Information RESOURCES I PRINT I HELP
Lesson Completion
You have completed the content for this lesson
To continue select another lesson from the Table of Contents on the left
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