Materiel Development Decision (MDD) to Milestone A (MS A) Tom Fritz thomas.fritz@dau.mil 703 805 4583

Lesson Objectives Determine the key Requirements Manager activities and the role of the ICD leading up to the MDD and during Materiel Solution Analysis (MSA) phase Explain the inputs to a Materiel Development Decision (MDD) Explain the outputs from MDD -- decisions and approvals Summarize the purpose and major activities that take place during the Materiel Solutions Analysis (MSA) phase and the links between those activities Explain the Milestone A decisions and approvals

Materiel Development Decision (MDD) Full Rate Prod Decision Review Joint Concepts Capabilities - Based Assessment MS C MS B President SECDEF CJCS CCMDs and other DoD Components Strategic Guidance Incremental Development MS A Technology Development Engineering & Manufacturing Development Production & Deployment Materiel Solution Analysis Technology Opportunities & Resources ICD O&S User Needs MDD CDD CPD Post CDR Assessment Pre-EMD Review Draft AoA review and Portfolio Assessment AoA report PDR review MDD is mandatory for all programs. For DAB oversight programs (ACAT 1D, ACAT 1AM, and selected): Joint Staff presents JROC Recommendations DoD Component presents the ICD, including: Preliminary CONOPS Description of Needed Capability Operational Risk Basis for determining that non-materiel approaches will not sufficiently mitigate capability gap How is MDD conducted for Service and Agency programs – IC, II, III ..?

Materiel Development Decision (MDD) Inputs and Outputs Full Rate Prod Decision Review Joint Concepts Capabilities - Based Assessment MS C MS B President SECDEF CJCS CCMDs and other DoD Components Strategic Guidance Incremental Development MS A Technology Development Engineering & Manufacturing Development Production & Deployment Materiel Solution Analysis Technology Opportunities & Resources ICD O&S User Needs MDD CDD CPD Post CDR Assessment Pre-EMD Review Draft AoA review and Portfolio Assessment AoA report PDR review Outputs: Approval to enter the acquisition process Acquisition Decision Memorandum Identifies acquisition phase of entry and initial review milestone Designates lead DoD Component Directs initiation of AoA Milestone Decision Authority (link) Inputs: Initial Capabilities Document (ICD) Approved AoA Study Guidance & AoA Study Plan (DAU Guidebook and AT&L memo Apr 2010) Evidence IAW DTM 10-017

DTM 10-017 - Development Planning to Inform MDD Reviews and Support AoAs Components shall provide evidence at the MDD Review that will facilitate the Milestone Decision Authority (MDA) determination that: Candidate materiel solution approaches have potential to effectively address capability gap(s), desired operational attributes, and associated dependencies Range of technically feasible solutions exist – generated from across the entire solution space, as demonstrated by early prototypes, models, or data Consideration has been given to near-term opportunities to provide a rapid interim response Plan to staff and fund analytic, engineering, and programmatic activities supports the proposed milestone entry requirements DTM 10-017, September 13, 2010 extended to 12/31/2012

Pre-MDD Activities - Summary ICD validated (approved for entry into KM/DS, assigned a Joint Staffing Designator (JSD), staffed, reviewed, certifications approved, and validated at JSD level) ICD recommends type of materiel approach(es) preferred Analysis of Alternatives (AoA) AoA Study Guidance & AoA Study Plan approved prior to MDD Sponsor works with Director, Cost Assessment and Program Evaluation (DCAPE) on AoA Study Guidance & AoA Study Plan (JROC Interest programs only – Component process for others) Sponsor works with MDA’s staff to ensure other additional information is provided to enable the desired MDD outcomes in the MDD ADM

MDD to Milestone A Materiel Solution Analysis Full Rate Prod Decision Review Joint Concepts Capabilities - Based Assessment MS C MS B President SECDEF CJCS CCMDs and other DoD Components Strategic Guidance Incremental Development MS A Technology Development Engineering & Manufacturing Development Production & Deployment Materiel Solution Analysis Technology Opportunities & Resources ICD O&S User Needs MDD CDD CPD Post CDR Assessment Pre-EMD Review Draft AoA review and Portfolio Assessment AoA report PDR review

MDD to Milestone A Requirements Management Activities Materiel Solution Analysis (DoDI 5000 Link) Materiel Development Decision A ICD Contract(s) A AoA Report Contract B Final RFP Tech Dvlp Phase Contract C Draft CDD ASR ASR – Alternative Systems Review Purpose: Assess potential materiel solutions Major Activity: AoA Requirements Management Activities Apply ICD and supporting analysis to guide: Conduct of AoA (sponsor supports AoA Report briefing for FCB) Writing of : Test & Evaluation Strategy (TES), Technology Development Strategy (TDS) , System Engineering Plan Initial estimates for: Affordability Targets, Cost, and PPBE documents Develop: Draft CDD – “required” to support MS A and TD phase but not submitted to JCIDS for validation – content may be defined in JCIDS update Reliability, Availability, Maintainability Cost Rational (RAM-C) Report (linked to Draft CDD and referenced in validated CDD)

Reliability Analysis, Planning, Tracking, and Reporting Program Managers (PMs) shall formulate a comprehensive reliability and maintainability (R&M) program with reliability growth strategy as an integral part of the systems engineering process For JROC Interest programs (except Information Systems) Component develops initial RAM-C Report as part of the AoA process. Attached to the Systems Engineering Plan (SEP) for MS A, updated for MS B and MS C PM develops reliability growth curves (RGS) for SEP at MS A, updated in the TEMP beginning at MS B. Programs other than JROC Interest develop RAM-C Reports as determined by DoD Component or PM See, DoD Reliability, Availability, Maintainability, and Cost Rationale Report Manual, June 1, 2009 and AT&L DTM 11-003 RAM-C Report Executive Summary attached to (or Referenced in) CDD & CPD

MDA approves: (usually contained in a single ADM) Milestone A MDA approves: (usually contained in a single ADM) Materiel solution Affordability Targets (per DAB Templates for Milestones A, B and C) Technology Development Strategy (TDS), DAG 2.2 Release of final RFP and source selection for TD phase. Exit criteria for next phase - Technology Development Milestone A Certification, Title 10 section 2366a Tailored guidance to complete Materiel Solution Analysis activities or structure TD activities Full Funding defined with MS B Notes: A favorable Milestone A decision does not mean a new acquisition program has been initiated. Exception - ship building programs may be initiated at Milestone A. MAIS programs begin tracking funds first obligated. 2366a includes 25% cost increase / schedule delay notification for certified MDAPs.

ACAT I Program Certification for MS A WSARA 2009 & NDAA 2012 Revisions MEMORANDUM FOR THE RECORD SUBJECT: Milestone A Program Certification As required by Section 2366a of Title 10, United States Code, I have consulted with the Joint Requirements Oversight Council (JROC) on matters related to program requirements and military needs for the (name of program) and certify that: (1) the program fulfills an approved initial capabilities document; (2) the program is being executed by an entity with a relevant core competency function as identified by the Secretary of Defense; (3) [include only if the system duplicates a capability already provided by an existing system] the duplication of capability provided by this system is necessary and appropriate. (4) That a determination of applicability of core depot-level maintenance and repair capabilities requirements has been made; (5) an analysis of alternatives has been performed consistent with the study guidance developed by the Director of Cost Assessment and Program Evaluation; (6) a cost estimate for the program has been submitted, with the concurrence of the Director of Cost Assessment and Program Evaluation, and the level of resources required to develop, procure, and sustain the program is consistent with the priority level assigned by the JROC; and, WSARA Changes highlighted in bold red; NDAA 2012 changes in bold blue italics

AoA Plan AoA and AoA report Linkage: ICD, AoA, draft CDD, & Contract for Technology Development (TD) Strategic Direction Joint Operations Concepts CONOPS Feedback from field Cost Estimate & $$ TD CBA Capability attributes AoA Plan MOEs/ MOPs Preliminary SPECIFICATIONS to support RFP for TD Phase prototyping KPPs/ KSAs Materiel Solution Analysis Phase Materiel Development Decision Draft CDD ICD Milestone A Contract AoA and AoA report Test & Evaluation Strategy (TES) Technology Development Strategy (TDS) System Engineering Plan Contract A Final RFP for TD Phase 11

Back Up Information

Oversight & Review DAE CAE PEO IPT’s assist in oversight & review DAB USD(AT&L) Defense Acquisition Executive Acquisition Category DAE Makes Decisions Signs ADM ACAT ID DAB-Defense Acquisition Board ITAB-Information Technology Acquisition Board $365M RDT&E or $2.19B Procurement (FY2000 Constant $) DAB ITAB ACAT IAM $378M Life Cycle Cost or $126M Total Prog. Cost or $32M Prog. Cost in any single year (FY2000 Constant $) OIPTs Overarching IPT’s (OIPT’s) Issue resolution Component Acquisition Executive (Asst Secretary) ACAT IC/IAC Configuration Steering Boards Makes ACAT IC, IAC & II Decisions Signs ADM CAE ACAT II Working-Level IPT’s (WIPT’s) $140M RDT&E or $660M Procurement (FY2000 Constant $) Component HQ Review Issue resolution Program Level IPT’s Program Executive Officer (General Officer/SES Civilian) ACAT III PEO Makes ACAT III/IV Decisions Signs ADM No Fiscal Criteria IPT’s assist in oversight & review Program Manager (Col/LtCol/Civilian Equivalent) ACAT IV PM Navy USMC Return Note: Some PMs report directly to CAE.

Technical Reviews for RMs, Drawn from DAG Chapter 4.2.8 thru 4.2.17