Earned Value Management System Internal Surveillance Review

Jul 7, 2020, 10:00 AM → Jul 9, 2020, 10:00 PM America/Chicago

Julia Chaffin-Herrera (SLAC National Accelerator Laboratory), Sherese Humphrey (Project Management Office)

This will be a formal review of the UChicago Argonne, LLC (UC-A) Earned Value Management System (EVMS) implemented at Argonne National Laboratory (Argonne).  Discussions and interviews will be performed to assess how the EVM System works and its implementation across all of Argonne (accounting, procurement, software tools and interfaces, scheduling, cost estimating, reporting, Control Account Managers (CAMs), work authorization, etc).  The outcome of this review will be a formal assessment of the UC-A EVM System by an external, independent review team.  This assessment will include corrective actions and continuous improvements. 

00 General

• Corrective Action Plan
• FY19 ANL EVMS Outbrief Final
• FY19 EVMS UC-A Acceptance Letter
• Laboratory Financial Calendar
• UC-A 072020 EVMS Surveillance Plan

01 System Description & Procedures

• EVMP_001_WBS_OBS_RAM
• EVMP_002_Control_Accounts_Work_Packages_Planning_Packages
• EVMP_003_Work_Authorization
• EVMP_004_Project_Scheduling
• EVMP_005_Cost_Estimating
• EVMP_006_Monthly_Status_Reporting
• EVMP_007_Change_Control
• EVMP_008_Surveillance_and_Maintenance
• EVMP_009_Subcontractor_Management
• EVM-SD

02 Organization

• APS-U DOE CD-0 Approval
• APS-U DOE CD-1 Approval
• APS-U DOE CD-1R Approval
• APS-U DOE CD-2 Approval
• APS-U DOE CD-3A Approval
• APS-U DOE CD-3 Approval
• APS-U DOE CD-3B Approval
• APSU OBS_January 2020
• APSU PEP
• APS-U RAM April 2020
• APS-U RAM March 2020
• APS-U RAM May 2020
• APS-U Responsibility Assignment Matrix
• APS-U Work Authorization Documents
• APS-U Work Breakdown Structure
• ECDC CD-0 Approval
• ECDC CD-1-3A Approval
• ECDC CD-2 Approval
• ECDC OBS
• ECDC PEP CD-2 (2002)
• ECDC Responsibility Assignment Matrix
• ECDC Work Authorization Documents
• ECDC Work Breakdown Structure

03 Planning, Scheduling, & Budgeting

• APS-U BOE Factors ***New***
• APS-U Cost Baseline
• APS-U General Assumptions
• APS-U Milestone Dictionary
• APS-U Risk Management Plan
• APS-U Risk Register
• APS-U Schedule Baseline (xer)
• APS-U Schedule Baseline (xer) [v15.1]
• APS-U Schedule Print_May 2020
• APS-U Schedule Status (xer)
• APS-U Schedule Status (xer) [v15.1]
• ECDC Cost Baseline
• ECDC Cost Estimate BOE
• ECDC Integrated Level 1 2 3 Milestone Table
• ECDC Planning Assumptions (CD-3)
• ECDC Risk Management Plan
• ECDC Risk Register
• ECDC Schedule Baseline (xer)
• ECDC Schedule Baseline (xer) [v15.1]
• ECDC Schedule Print (Critical Path)
• ECDC Schedule Print_May 2020
• ECDC Schedule Print (Near Critical)
• ECDC Schedule Status (xer)
• ECDC Schedule Status (xer) [v15.1]
• ECDC WBS & Milestone Dictionary

04 Accounting Considerations

• APS-U Charge Code Crosswalk
• APS-U Detailed Charges May 2020
• APS-U Detailed Charges Workday Inception through FY20 P08 ***New***
• APS-U Indirect Expense Rates
• ECDC Charge Code Crosswalk
• ECDC Indirect Exemption Memorandum (Approval)
• ECDC Indirect Exemption Memorandum (Request)
• ECDC May Cost_WDF Detailed_Charges
• FY20 Monthly Level 1 Ops v April (from Jeff Selby) ***New***
• FY20 Monthly Level 1 Ops v March (from Jeff Selby) ***New***
• FY20 Monthly Level 1 Ops v May (from Jeff Selby) ***New***
• TRACE - 2020 July EVMS APSU Snips ***New***
• TRACE - 2020 P08 Accruals by PO ***New***
• TRACE - Dayforce Snippet (from Rich Crowley) ***New***
• TRACE - FMAX Snippet - Cisek_Service_Center_Time_Apr20 ***New***

05 Analysis & Management Reports

• APS-U Corrective Action Log
• APS-U CPR - April 2020
• APS-U CPR - April 2020 *Correction* ***New***
• APS-U CPR - March 2020
• APS-U CPR - May 2020
• APS-U EVMS Thresholds
• APS-U Month End April 2020
• APS-U Month End May 2020
• APS-U Month End May 2020
• APS-U Monthly Report - April 2020
• APS-U Monthly Report - March 2020
• APS-U Monthly Report - May 2020
• APS-U Sample Monthly Cycle (Calendar)
• APS-U SPI-CPI April 2020
• APS-U SPI-CPI March 2020
• APS-U SPI-CPI May 2020
• APS-U Variance Analysis April 2020
• APS-U Variance Analysis - G.Decker 2008 ***New***
• APS-U Variance Analysis - GShen 2008 ***New***
• APS-U Variance Analysis - J.Carter 2008 ***New***
• APS-U Variance Analysis March 2020
• APS-U Variance Analysis May 2020
• APS-U Variance Analysis U.Wienands April 2020 ***New***
• APS-U Variance Analysis U.Wienands May 2020 ***New***
• APS-U Various VAR Approvals by Period
• APS-U Wiped Out VAR Approvals March 2020
• ECDC 2006_ March Variance Analysis_JC_Xink_Approval
• ECDC 2007_ April Variance Analysis_Xink_Approval
• ECDC 2008_ May Variance Analysis_JC_Xink_Approval
• ECDC 2008_ May Variance Analysis_PH_Xink_Approval
• ECDC Corrective Action Log
• ECDC CPR-1 April 2020
• ECDC CPR-1 March 2020
• ECDC CPR-1 May 2020
• ECDC CPR-3 April 2020
• ECDC CPR-3 March 2020
• ECDC CPR-3 May 2020
• ECDC EVMS Thresholds
• ECDC Month End 2020_MAR-MAY ***New***
• ECDC Monthly Schedule Print (May)
• ECDC SLI Monthly Report April 2020
• ECDC SLI Monthly Report March 2020
• ECDC SLI Monthly Report May 2020
• ECDC SPA
• ECDC SPI-CPI
• ECDC Variance Analysis (Cisek) April 2020
• ECDC Variance Analysis (Cisek) March 2020
• ECDC Variance Analysis (Cisek) May 2020
• ECDC Variance Analysis (Hogan) May 2020

06 Revision & Data Management

• APS-U Change Control Thresholds
• APS-U PCR299
• APS-U PCR300
• APS-U PCR301
• APS-U PCR302
• APS-U PCR303
• APS-U PCR304
• APS-U PCR305
• APS-U PCR306
• APS-U PCR307
• APS-U PCR308
• APS-U PCR309
• APS-U PCR310
• APS-U Project Change Request Log
• ECDC Change Control Threseholds
• ECDC PCR019
• ECDC PCR020
• ECDC PCR021
• ECDC PCR022
• ECDC Project Change Request Log

07 Reviewer Templates

• EVMS Template Area 1 Organization
• EVMS Template Area 2 Plan-Sched-Budget
• EVMS Template Area 3 Accounting Considerations
• EVMS Template Area 4 Ana-Mgt Rpts
• EVMS Template Area 5 Rev-Data Mgt Rpts
• NDIA_PMSC_EVMS_Intent_Guide_August_2012v2

Tue, July 7

Morning Session

1 Executive Session

Speaker: Julia Chaffin-Herrera (SLAC National Accelerator Laboratory)

2 Welcome / Safety Review / PMO Overview

Speakers: Mike Dunn (Office of the Director), Jason Budd (Project Management Office)

PMO Overview

3 EVM System Description and Procedures Overview

Speaker: Sherese Humphrey (Project Management Office)

EVMS Overview

4 APS-U Project Overview

Speaker: Elmie Peoples-Evans (APS-U Deputy Project Manager/CAM)

APS-U Project Overview

5 ECDC Project Overview

Speaker: Jon Cisek (Project Management Organization)

ECDC Project Overview

Afternoon Session

12:30 PM Working Lunch

6 ECDC CAM Interview - Jon Cisek

2:30 PM Break - 15 minutes

7 APS-U CAM Interview - Elmie Peoples-Evans

8 Review Team Work Session

9 Daily Out Brief (Informal)

Wed, July 8

Morning Session

10 Executive Session

11 APS-U CAM Interview - Aditya (Eddy) Goel

Afternoon Session

12 APS-U CAM Interview - Dana Capatina

2:30 PM Working Lunch

13 APS-U CAM Interview - Mark Erdmann

14 Accounting Interview - OCF, Betsy O'Connor, Tazio Kubbs

15 Review Team Work Session

16 Daily Out Brief (informal)

Thu, July 9

Morning Session

17 Executive Session

18 APS-U CAM Interview - Jason Carter

Afternoon Session

12:00 PM Lunch Break

19 Review Team Work Session

20 Formal Out Brief and Review of Next Steps