AACE Dec-14 - The Rattlesnake Mountain Section of AACE

Report
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Portions of this material are also copyrighted by Arthur Andersen & Co. 1980 - 1981. All rights reserved.
©Humphreys & Associates, Inc. 1979-2014
Gary Humphreys
Presentation to
The AACE Rattlesnake
Mountain (RSM) Section
December 02, 2014
©Humphreys & Associates, Inc. 1979-2014
Planned Versus Actual
Accomplishment
• NRC Finding (Phase II report):
– “DOE does not effectively use available tools, such
as earned value management, to track the progress
of projects with respect to budget and schedule”
• NRC Recommendation:
– “DOE should mandate a reporting system that
provides the necessary data for each level of
management to track and communicate the cost,
schedule, and scope of a project”
©Humphreys & Associates, Inc. 1979-2014
8269
Cost DOE Order 413.3B Prime
Contractor Requirements
• EVM is required on Capital Asset projects with a
Total Project Cost > $20 Million
• EVM Certification required for projects with TPC =>
$50M (by DOE subject to thresholds)
• EVMS is not discouraged on FFP contracts. A
Performance Management System is required
• Appropriate requirements will be included in all
DOE project acquisition solicitations and contracts
©Humphreys & Associates, Inc. 1979-2014
8272
DOE Office of Acquisition and
Project Management
©Humphreys & Associates, Inc. 1979-2014
8272
OAPM Responsibilities
• Development and implementation of policies and uniform
procedures defining the EVMS compliance process and its
components (Root Cause / Corrective Action process)
• Where OAPM is the designated Certifying Authority either
per DOE O 413.3B $ thresholds or by request of the PMSO,
OAPM is responsible for certification and surveillance
• Issuance of CARs and CIOs for OAPM-led Reviews
• Conduct an assist visit to ensure understanding of final
CAR(s), apparent causes, and recommendations
• Review and approve the contractor’s CAP, monitoring of the
corrective actions in the plan, and final closure verification
• Maintaining a Central Repository of EVMS-review related
documentation
©Humphreys & Associates, Inc. 1979-2014
8272
DOE Office of Acquisition and
Project Management
©Humphreys & Associates, Inc. 1979-2014
OAPM Project Management and
Earned Value
©Humphreys & Associates, Inc. 1979-2014
DOE OAPM Focus for FY15:
Process Improvement
• Sufficiency and skills of EVMS-savvy resources within the
DOE: AACE EVP and PSP Certification for staff.
• Increase consistency in application, execution, and results think improve contractual language, conduct IBRs,
• Enhance PARS data and add/improve data analysis tools,
i.e. UN/CEFACT XML schema,
• Update/supplement policies and procedures with new SOPs
and Handbooks for processes identified in the Strategic Plan
as lacking in depth of instruction, e.g. the EVMS Snippets
cover many areas where there are no current guidance,
• Improve communications at all levels via intranet, training,
and the FY15 Road Show (topics yet to be determined).
©Humphreys & Associates, Inc. 1979-2014
8272
AACE Professional Certification
• The OAPM is encouraging staff to become Earned Value
Professional (EVP) and Planning & Project Scheduling
Professional (PSP) certified.
• Humphreys & Associates taught Certification Classes to
OAPM staff.
– Same class taught at WRPS and CH2M Hill here in Richland.
• Both EVP & PSP are 120 Questions over 5 hours, including
writing a “Memo”; EVP has Schedule Network Calculations.
• Over 1,000 Active PSP and 460 EVP Certifications.
©Humphreys & Associates, Inc. 1979-2014
EV Training Snippets Perspective
• 34 Snippets covering a range of EV topics
– Collection of training, provided in small parts, to
provide information on various EVMS-related topics
– Presented in a computer-based training (CBT)
environment
– Accessible 24/7
◦ PARS II SharePoint platform: DOE employees and contractors
– https://pars2e.doe.gov
◦ PowerPedia: DOE employees only
– https://powerpedia.energy.gov/wiki/Earned_Value_Management_System
◦ EFCOG Snippets Library:
– http://www.efcog.org/wg/pm_evmssg/EVMS_Snippets.htm
11
©Humphreys & Associates, Inc. 1979-2014
EV Training Snippet Library
• 1.0 DOE Reviews
– O 413.3 EVM
Requirements
– EVMS Review Approach
– EVMS Stage 1
Surveillance
– EVMS Stage 2
Surveillance
– EVMS Stage 3
Surveillance
– EVMS Review for Cause
– EVMS Certification
– Common EVMS Findings
©Humphreys & Associates, Inc. 1979-2014
• 2.0 EV Reporting:
– CPR/IPMR Purpose and
Use
– CPR/IPMR FPD Quick
Check
– IPMR Data Item Description
– CFSR Overview &
Reconciliation with
IPMR/CPR
• 3.0 Schedules
–
–
–
–
IMS Initial Baseline Review
IMS Monthly Review
Scheduled Health Metrics
Guidance & Resources
12
EV Training Snippet Library (cont.)
• 4.0 Advance Topics
• 5.0 PARSII Analysis
– OTB/OTS Implementation
Reports
– Budget vs. Funds / MR vs.
– Reports Overview
Contingency
– Data Validity Reports
– Undistributed Budget
– Schedule Health Assessment
– Authorized Unpriced Work
Reports
– Baseline Control Methods
– Variance Analysis Reports
– FFP Subcontracting and
Prime EVM
– Trend Reports
– CAM Roles and
– EAC Reasonableness and
Surveillance
Independent EAC
– High Level EVM
– OAPM Monthly Report
expectations
• 6.0 Predictive Analysis
– Integrated Baseline
Reviews
– Predictive Analysis Methods
– Applied Predictive Analysis
©Humphreys & Associates, Inc. 1979-2014
13
Snippets Example
©Humphreys & Associates, Inc. 1979-2014
14
Project Assessment and Reporting
System (PARS II)
• Part of the Department’s project reform initiative that was
launched in June 1999
• A project management tracking and control system
established to meet CFO’s office directive of December
2000
• A web-enabled, standardized & centralized reporting
system
• Senior Executive tool for communicating project status
• Overseen by the Office of Acquisition and Project
Management (OAPM)
©Humphreys & Associates, Inc. 1979-2014
8274
PARS II Data Requirements
Project
Identification
Table
Funding
Profile
TEC & TPC
Earned
Value
BCWS
Critical
Decisions
Milestones
Baseline
Changes
Planned
Planned
Description
Actual
Actual
Date
Approvals
Status
BCWP
Appropriations
Funding
ACWP
Management
Reserve
Narratives
Data Update Frequency
Initially
Monthly
Annually
As Required
©Humphreys & Associates, Inc. 1979-2014
8275
Major System Project Status Report
PROJECT
FEDERAL PROJECT
MANAGER
LOCATION
TYPE OF
PROJECT
TOTAL COST START
($M)
(CD0)
PLANNED
FINISH
(CD4)
CPI
SPI
STATUS
as of date
ENVIRONMENTAL MANAGEMENT
(W) Salt Waste Processing Project
Depleted Uranium Hexafluoride, VL
High-Level Waste Removal from Filled Waste Tanks
(W) Spent Nuclear Fuels (K-Basins)
Tank Waste Treatment/Imobilization Plant
Savannah River
Paducah
Savannah River
Hanford
Hanford
Terrel J. Spears
Dennis Boggs
Seaward Middleton
n/p
W.J. Taylor
System
Plant
Plant
Plant
Plant
1000.0
1100.0
1551.0
1710.0
4400.0
06/01
12/00
09/90
n/p
09/95
n/p n/a
n/p
n/a
09/01 1.00
n/p n/p
05/07
n/p
n/a new start
n/a new start
1.00
n/p
1
n/p
01/02
11/01
01/02
NATIONAL NUCLEAR SECURITY ADMINISTRATION
Immobilization and Associated Processing Facility
Microsystems and Engineering Sciences Applications
Terascale Simulation Facility
Strategic Computing Complex
Dual Axis Radiographic Hydrodynamic Test Facility
Stockpile Management Restructuring Initiative, KC
Tritium Extraction Facility
(W) National Ignition Facility
CMR Replacement
Mixed Oxide Fuel Fabrication Facility
Pit Disassembly and Conversion Facility
Savannah River
Sandia
Livermore
Los Alamos
Los Alamos
Kansas City
Savannah River
Livermore
Los Alamos
Savannah River
Savannah River
B. Danker
Jeannette Norte
Samuel Brinker
Mike Mulford
Robert Hamby
Curtis Roth
Mike Hickman
Scott Samuelson
Herman LeDoux
B. Danker
D. Peko
Plant
Fac Const
Fac Const
Fac Const
System
Fac Const
System
System
Fac Const
Plant
Plant
n/p
47.4
92.1
106.5
269.8
141.4
401.0
2248.1
450.0
n/a
n/a
10/97
07/99
n/p
n/p
10/87
04/96
07/01
01/93
n/a
10/97
03/97
n/p
n/p
03/06
03/02
03/03
04/05
02/06
09/08
n/a
09/06
n/a
n/a
1.21
1.00
1.07
1.00
1.09
0.97
1.01
1.08
n/a
n/a
n/a
0.90
0.89
1.01
0.97
1.03
0.93
0.99
1.00
n/a
n/a
09/01
10/01
11/01
11/01
11/01
11/01
11/01
12/01
11/01
09/01
09/01
RADIOACTIVE WASTE
Civilian Radioactive Waste Management (RW)
Yucca Mtn
Russell Dyer
System
6961.0
07/83
n/p 1.02
0.96
NUCLEAR ENERGY
(W) Isotope Production Facility
Accelerator Driven Test Facility (NE)
LANL
LANL
Won Yoon
John Herczeg
System
System
23.14
n/a
n/p
10/01
n/p
n/a
SCIENCE
(W) Neutrinos at the Main Injector
Spallation Neutron Source
Fermi
Oak Ridge
Ron Lutha
Lester Price
System
System
136.10
1411.7
02/99
08/96
n/p
n/a
09/03 1.04
06/06 1.01
on hold
new start
new start
new start
10/01
4
11/01
n/p
2
n/a new start
09/01
09/01
0.79
0.93
3
12/01
01/02
CPI - Cost Performance Index (>1 - Favorable, <1 Unfavorable), SPI - Schedule Performance Index (>1 - Favorable, <1 Unfavorable)
Green - Project is within Acquisition Performance Baseline
(APB) (TPC, schedule, capability)
Status has changed red to yellow or yellow to green
As of date - Date of latest report
n/p - data not in PARS
©Humphreys & Associates, Inc. 1979-2014
Yellow - Project has one or more significant issues which threaten to
cause an APB breach or could cause a significant impact to the
Red - Project has breached the APB in cost or schedule or capability
project
No change in status
n/a - data not available
Status has changed from green to yellow or yellow to red from the previous report
n/r - not required W - indicates a Watch List project
8276
PARS II Performance
Presentations
Favorable Schedule Performance
Unfavorable Cost Performance
Favorable Schedule Performance
Favorable Cost Performance
SPI
1.85
1.6
1.35
1.1
CPI
CPI
0.1
0.35
0.6
0.85
1.1
1.35
1.6
1.85
0.85
0.6
0.35
Unfavorable Schedule Performance
Unfavorable Cost Performance
0.1
SPI
Unfavorable Schedule Performance
Favorable Cost Performance
CPI/SPI Distribution (All Projects)
©Humphreys & Associates, Inc. 1979-2014
8277
Visit the DOE EVM Website
EVM & Project Analysis
Procedure
DOE EVM Gold
Card
Guideline Assessment
Template
IPMR DID
EVM Surveillance
Procedure
EVM Risk Matrix
DOE 413.3-10A Guide
©Humphreys & Associates, Inc. 1979-2014
WBS Handbook
19

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