EVMS Guideline 28 Design Considerations - Incorporation of Authorized Change

ANSI Standard 748 Guideline 28 requires the organization to incorporate authorized change in a timely manner. Timely incorporation of contractual change ensures continued relevance of the Performance Measurement Baseline (PMB). A properly maintained PMB is critical to ongoing and uninterrupted performance measurement. Incorporation of authorized change includes recording of the effects of the changes to program budgets and schedules both at the control account level and at the master schedule level. Changes of work scope must be incorporated into the PMB in a documented, formal and timely manner. This ensures the ongoing integration of authorized work scope, schedule and budget. At the time of the change, near term effort must be planned and budgeted as needed in control accounts. Far term effort can be placed in Summary Level Planning Packages (SLPPs) or in Undistributed Budget (UB). Following definitization, far term effort must be planned and placed into control accounts, in SLPPs or in Management Reserve (MR). When incorporating authorized change, great care must be taken to preserve existing variance information.

In developing its Guideline 28 system description document, the organization should author procedures ensuring:

1. Authorized changes are incorporated in a timely manner


2. All affected work authorizations, budgeting, and scheduling documents are amended to properly reflect the effects of authorized changes


3. Internal budgets for authorized, but not priced changes are based on the organization's resource plan for accomplishing the work


4. If current budgets for authorized changes do not sum to the negotiated cost for the changes, the organization has procedures to compensate for the differences by revising the undistributed budgets, management reserves, budgets established for work not yet started, or by a combination of these


5. Existing performance management data is maintained and usable throughout change incorporation