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Department of Defense INSTRUCTION

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DoDI 5000.02, January 7, 2015<br />

1. General. EMD completes all needed hardware and s<strong>of</strong>tware detailed design;<br />

systemically retires any open risks; builds and tests prototypes or first articles to verify<br />

compliance with capability requirements; and prepares for production or deployment. It includes<br />

the establishment <strong>of</strong> the initial product baseline for all configuration items.<br />

a. Design. The system design effort usually includes a standard series <strong>of</strong><br />

design reviews prior to test article fabrication and/or s<strong>of</strong>tware build or increment coding.<br />

Multiple design iterations may be necessary to converge on a final design for production. The<br />

SEP, described in section 2 in Enclosure 3 <strong>of</strong> this instruction, provides the basis for design<br />

activities.<br />

b. Post-Milestone B PDR. If a PDR prior to Milestone B has been waived,<br />

the Program Manager will plan for a PDR as soon as feasible after program initiation.<br />

2. Developmental Test and Evaluation (DT&E). Developmental testing and<br />

evaluation provides feedback to the Program Manager on the progress <strong>of</strong> the design process and<br />

on the product’s compliance with contractual requirements. DT&E activities also evaluate the<br />

ability <strong>of</strong> the system to provide effective combat capability, including its ability to meet its<br />

validated and derived capability requirements, including the verification <strong>of</strong> the ability <strong>of</strong> the<br />

system to achieve KPPs and KSAs, and that initial system production and deployment and<br />

OT&E can be supported. The effort requires completion <strong>of</strong> DT&E activities consistent with the<br />

TEMP. Successful completion <strong>of</strong> adequate testing with production or deployment representative<br />

prototype test articles will normally be the primary basis for entering LRIP or Limited<br />

Deployment. Enclosure 4 includes more detailed discussions <strong>of</strong> DT&E requirements.<br />

3. Early OT&E Events. Independent operational assessments, conducted by the<br />

Component operational test organization, will normally also occur during EMD. These events<br />

may take the form <strong>of</strong> independent evaluation <strong>of</strong> developmental test results or <strong>of</strong> separate<br />

dedicated test events such as Limited User Tests. Developmental and operational test activities<br />

should, to the extent feasible, be planned in conjunction with one another to provide as efficient<br />

an overall test program as possible. Enclosures 4 and 5 provide more detailed discussions <strong>of</strong><br />

DT&E and OT&E.<br />

(c) Preparation for Production, Deployment, and Sustainment. During EMD, the<br />

Program Manager will finalize designs for product support elements and integrate them into a<br />

comprehensive product support package. Early in the EMD Phase, the Program Manager’s<br />

initial product support performance requirements allocations will be refined based on the results<br />

<strong>of</strong> engineering reviews. Later in this phase, programs will demonstrate product support<br />

performance through test, to ensure the system design and product support package meet the<br />

sustainment requirements within the affordability caps established at Milestone B.<br />

(d) EMD Phase Completion. The EMD Phase will end when: (1) the design is<br />

stable; (2) the system meets validated capability requirements demonstrated by developmental<br />

and initial operational testing as required in the TEMP; (3a) manufacturing processes have been<br />

effectively demonstrated and are under control; (3b) s<strong>of</strong>tware sustainment processes are in place<br />

and functioning; (4) industrial production capabilities are reasonably available; and (5) the<br />

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