1. Independent Expert Program Review (IEPR)
You’re representing OSD and Army as the current assessment manager.
No need to highlight TACOM as a POC. Okay, but it did explain why Dave was there. He’s my boss and the one Dubin tasked with giving this briefing. I don’t mind him not on the slide, but will hate explaining it to him.
Suggest eliminating 2 slides: #10 “Value of Initiative” and #13 “Annual Funding Requirement”. I thought #10 was embodied in “assessment objective” slide. Funding slide could lead to discussion on each line. Included FY00 and FY01 funding requirements as sub-bullet on recommendation slide.
I put slide 10 because it will give Gen Foss an opportunity to explain to C3 what it can add to DISC4. We may not get to it, but would like it in there for now. I’ll talk to Foss and see what he thinks.
February 2006

2. Brief Outline Background Objectives Process Areas of Investigation
Team’s Ground Rules
Cost
What We Hope to Accomplish

3. Background
Oct 98: Tri-service Assessment Initiative (TAI) founded by OSD to address software acquisition issues
Army selected as Executive Agent
May 00: Defense Science Board recommends independent assessments for all ACAT I-III programs
Jun 01: Independent Expert Program Reviews incorporated into DoD R
ACAT IC/ID programs shall conduct an IEPR between MS B and CDR
Apr 04: OSD re-directed Systems engineering efforts toward Defense Acquisition Program Support (DAPS) and transferred TAI to DCMA for execution
Present: ASN (RDA) continues to perform IEPRs for Navy PM’s using TAI process

4. IEPR Objectives Provide Assistance to Program Managers
Identify specific program risks
Provide PMs with actionable recommendations
Use the Total DoD Capability (expertise and tools)
IEPR Teams leverage DoD, FFRDCs, academia, agencies, industry resources
Analyze Systemic Issues that Plague Projects Across Navy
Make recommendations to acquisition leadership to improve Navy acquisition as a whole

5. Typical Assessment Process
Initiate & Plan Assessment
Meet with PM, establish scope and initial issue areas
Collect program information
Assign appropriate team
Conduct Assessment
Team meeting to review program information, strategy
Team visits (Prime Contractor, Program Office, Other)
Integrate and Report Results
Analyze issues
Generate recommendations and report
Provide IEPR Program Assessment consistent with RDA Reporting
(e.g. Dashboard)
Review with Program Office
Finalize report
Solicit customer feedback

6. Assessment Team Groundrules
Overall objective - contribute to program success
Non-Disclosure - confidentiality
Adherence to the defined Assessment Process
Prepare questionnaires if necessary
Non-attribution interviews
Open and objective communication
Multiple perspectives
Consensus based recommendations

7. Assessment Issue Areas
Environment - Regulatory, Workplace, Political
Mission Requirements - Stability, Dependencies
Financial - Funding, Budget
Resources - Personnel, Facilities, Tools, Products
Management - Acquisition Strategy, Project Planning, Contracting/Subcontracting
Technical Process - Capability, Conformance, Enhancement
Technical Product - Product Line, Quality, Safety
Schedule - Progress, Dependencies
User / Customer - Satisfaction, Training
Project / Team Specific - Project/Team Defined

8. Cost IEPR are conducted on a reimbursable basis
DASN ACQ personnel travel costs only
Government Team Members
DBOF activities on a Reimbursable Basis
Other activity members for Travel only
Contractor/Consultant SME’s on a full Basis
DASN ACQ will coordinate all required contracting actions
Reimbursable funds provided to DASN ACQ via MIPR

9. What We Accomplish for a Program
Identify and Prioritize Program Issues:
Use experience and expertise of the team members
Build on knowledge gained from other IEPR assessments
Investigate and Evaluate Identified Issues:
Discussions, Document Reviews, and Analysis
Capitalize on different perspectives gained
Cause and Effect, and Issue Inter-relationships
Deliver a comprehensive Assessment Report/Outbrief:
Strengths
Prioritized issues and associated risks
Actionable recommendations and follow up activities
Overall Assessment consistent with RDA reporting
Provide PM the Knowledge to be Successful