Enclosure 4 -- Table 5. EVM Implementation Policy

DEFENSE ACQUISITION GUIDEBOOK
DoD Instruction 5000.02
Enclosure 4 -- Statutory and Regulatory Information and Milestone Requirements

REQUIREMENTS

SOURCE

WHEN REQUIRED

For Cost/Incentive Contracts¹ ≥ $50 Million²

Part 7 of Reference (c)

This Instruction

• Compliance with EVM system guidelines in ANSI/EIA-748³

At contract award and throughout contract performance

• EVM system formally validated and accepted by cognizant contracting officer

At contract award and throughout contract performance

• Contract Performance Report
  (DI-MGMT-81466A)

Monthly

• Integrated Master Schedule
  (DI-MGMT-81650)

Monthly

• Integrated Baseline Reviews

Within 180 days after contract award, exercise of options, and major modifications

For Cost/Incentive Contracts¹ ≥ $20 Million² but < $50 Million²

Part 7 of Reference (c)

This Instruction

• Compliance with EVM system guidelines in ANSI/EIA-748³ (no formal EVM system validation)

At contract award and throughout contract performance

• Contract Performance Report (DI-MGMT-81466A) (tailoring recommended)

Monthly

• Integrated Master Schedule
  (DI-MGMT-81650) (tailoring recommended)

Monthly

• Integrated Baseline Reviews

Within 180 days after contract award, exercise of options, and major modifications

For Cost/Incentive Contracts¹ < $20 Million²

Part 7 of Reference (c)

This Instruction

At the discretion of the PM based on cost-benefit analysis

For Firm Fixed-Price Contracts¹ regardless of dollar value

Part 7 of Reference (c)

This Instruction

Limited Use-must be approved by the MDA based on a business case analysis

Notes:

1. The term, "Contracts," includes contracts, subcontracts, intra-government work agreements, and other agreements. "Incentive" contracts include fixed-price incentive.

2. Application thresholds are in then-year dollars.

3. ANSI/EIA-748 = American National Standards Institute/Electronic Industries Alliance Standard 748, Earned Value Management Systems (Reference (av)).