An Integrated Baseline Review (IBR) is a joint assessment conducted by the government Program Manager (PM) and the contractor to establish a mutual understanding of the Performance Measurement Baseline (PMB). This understanding provides for an agreement on a plan of action to evaluate the risks inherent in the PMB and the management processes that operate during program execution. PM’s are required to conduct IBRs on all cost or incentive contracts that require the implementation of Earned Value Management (EVM) (contracts valued at or greater than $20 million). IBRs should be used to understand:
- The scope of the PMB consistent with authorizing documents;
- Management control processes;
- Risks in the PMB associated with cost, schedules, and resources; and
- Corrective actions where necessary.
- Technical scope of work is fully included and is consistent with authorizing documents,
- Key project schedule milestones are identified and supporting schedules reflect a logical flow to accomplish the work,
- Resources (budgets, facilities, infrastructure, personnel, skills, etc.) are available and are adequate for the assigned tasks,
- Tasks are planned and can be measured objectively relative to the technical progress,
- Rationales underlying the PMB are reasonable, and
- Management processes support successful execution of the project.
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 will be conducted not later than 180 calendar days (6 months) after:
- Contract award,
- Exercise of significant contract options, and
- Incorporation of major modifications.
IBRs are also performed at the discretion of the PM 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 (PDR), completion of the Critical Design Review (CDR), 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.
- The PMB should be placed under Configuration Control with changes only upon mutual agreement of the government and contractor.
- See Control Account
AcqLinks and References:
- DoD Instruction 5000.02 “Operation of the Defense Acquisition System”
- Checklist: DoD IBR Checklist – 28 Sep 2009
- Guide: Program Managers Guide to the IBR
- Presentation: IBR Defense Acquisition University Presentation
- Presentation: IBR Presentation by Earned Value Associates LLC