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CHAPTER XI: KEY TOPICS
PART L: INTEGRATED BASELINE REVIEWS (IBRs)
Purpose: The purpose of the IBR is to achieve a mutual understanding of the plan and its relationship to the
underlying management control systems and processes that will operate during contract execution. Consequently,
while an IBR may surface disagreements, the contractor cannot fail an IBR.
Source Documents: DoDR 5000.2-R, SECNAVINST 5000.2B
Discussion: Effective program cost and schedule management depends upon establishment of reliable contractor
cost, schedule, and technical baselines. By the above references, program managers and their technical staffs of
Integrated Product Teams (IPTs) are required to review contractor planning baselines within six months after
contract award. This review is required for contracts requiring compliance with the DoD Earned Value
Management Systems (EVMS) Criteria or Cost/Schedule Status Report requirements. The objectives of the IBR
are as follows:
a. Ensure reliable plans and performance measurement baselines are established which capture the entire scope
of work, are consistent with contract schedules, and have adequate resources assigned to complete program tasks.
b. Improve the use of cost/performance data by government and contractor program managers as a management
tool.
c. Reduce the number of EVMS criteria management system reviews based on insights developed throughout the
assessment of the contractors actual implementation of their management system and processes.
Responsibilities:
a. The program managers, as leaders of the IPTs, are responsible for the conduct of the IBR (e.g. determining
IBR timing, scope, and designating composition of the team) and using IBR findings to improve cost and schedule
management.
b. The Assistant Commander for Research and Engineering (AIR-4.0) is responsible for the
development/maintenance of IBR guidelines and processes and recommending candidate programs subject to IBRs.
Assistant Program Managers for Systems Engineering will lead the technical assessment during IBRs (assisted by
assigned Assistant Program Managers for Logistics, NAVAIR Headquarters and field activity personnel, and
contract administration offices) as directed by the PMA.
c. Procuring Contracting Officers will ensure that contractors are informed, in appropriate Request for Proposal
(RFP) language, of the governmentís intent to conduct IBRs after award. (Contractual authority for conducting
IBRs can be found in the data access provision of the EVMS Clause 252.234-7001.) In drafting the RFP, IPTs
should consider requiring submission of an appropriate level of baseline information as part of the contractor's
proposal. This information may then be used in the evaluation of proposals during source selection. Contractor
proposals should be prepared and evaluated in full awareness of planned IBR requirements, and IBR schedules
promulgated so that the contractor can properly prepare for such reviews.
d. Upon completion, the PMA should insure that the results of the IBR are documented and provided to
appropriated TEAM members. Additionally, the PMA should ensure that an action plan is prepared to correct any
problem areas discovered during the review. Action plan items should be regularly addressed by the PMA with the
contractor during program reviews until the corrective actions are completed.
3. With proper planning and preparation, IBRs can provide a means for PMAs to manage program
cost/performance through a better understanding of the contractor's internal control system.
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