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An IBR is a joint assessment of the Performance Measurement Baseline (PMB) conducted by the government program manager and the contractor.
IBRs should be used as necessary throughout the life of a project to facilitate and maintain mutual understanding of:
IBRs should be scheduled as early as practicable and the timing of the IBRs should take into consideration the contract period of performance. The process should be initiated not later than 180 calendar days (6 months) after: (1) contract award, (2) the exercise of significant contract options, and (3) the incorporation of major modifications.
IBRs are also performed at the discretion of the program manager or within a reasonable time after the occurrence of major events in the life of a program. These events may be completion of the preliminary design review, completion of the critical design review, a significant shift in the content and/or time phasing of the PMB, or when a major milestone such as the start of the production option of a development contract is reached. Continuous assessment of the PMB will identify when a new IBR should be conducted.
In accordance with USD(AT&L) policy memorandum dated March 7, 2005, program managers are required to conduct IBRs on all cost or incentive contracts that require the implementation of EVM (contracts valued at or greater than $20 million). However, conducting the IBR is not dependent on the contractor’s Earned Value Management System (EVMS) being formally validated as complying with the EVMS guidelines in ANSI/EIA-748. Subcontracts, intra-government work agreements, and other agreements should also require IBRs as applicable. The scope of the IBRs should be tailored to the nature of the work effort.
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