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Defense for Acquisition and Sustainment, or OUSD(A&S), and the Office of Acquisition Data and Analytics (ADA). The purpose of the repository is to provide an authoritative source of EVM and IPM data for the DoD. Those program managers who have an EVM reporting requirement must submit monthly reports direct from industry to the EVM-CR, regardless of Acquisition Category classification (DoD, 2023; Tervonen, 2021). Per DoD Instruction 5000.02T, cost reimbursable or incentive contracts valued at least U.S. $20 million require monthly reporting while on contract (DoD, 2017). These reports are reviewed by government program management offices before they are published and made available to approved analysts (DoD, 2023; Tervonen, 2021). The data screening process started with an index of 336 contract efforts from the EVM-CR. Table 1 lists the set of exclusion criteria used to refine the dataset for analysis. The first criterion resulted in the exclusion of a total of 29 efforts from the initial index due to either returning empty IPMRs or displaying “Not Available.” Next, 220 efforts were excluded due to 4 or less years’ duration. Lastly, 60 efforts were excluded due to incomplete data. One reason for this is that the reporting of data either began late into the project life cycle or abruptly stopped before reaching project completion. More specifically, efforts were excluded if reporting began 20% or later into the project (the 20% threshold was chosen based on Christensen’s “stability rule”) or ended before reaching the 92.5% project completion point that Tracy and White (2011) deemed as equivalent to project complete. The other reason for having incomplete data is efforts still in progress at the time of data collection. The final dataset for this research consists of 27 contract efforts with long duration development efforts. Lastly, consistent with the methodology of Christensen (1996) and Kim et al. (2019), contacts with Over Target Baselines were not part of the exclusion criteria.
TABLE 1. EXCLUSION CRITERIA USED IN THE DATA SCREENING PROCESS TO ARRIVE AT THE FINAL DATASET
Efforts Removed
Efforts Remaining
Criteria
Initial index of development contract efforts
336
No data available
29
307
Less than 5 years in duration
220
87
Incomplete data (e.g., late reporting, still in-progress)
60
27
61
Defense ARJ , Spring 2025, Vol. 32 No. 1
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