Samos Advisors Participates in DOE’s Inaugural IP2M METTR Facilitator Certification Training Program

On May 20- 21, 2024, Samos Advisors had the privilege of attending the inaugural DOE IP2M Maturity and Environment Total Risk Rating (METTR) Facilitator Certification Training Program in Destin, Florida. Barry Levy and Basil Soutos from the Samos Advisors team passed the culminating exam to become DOE IP2M METTR facilitator leaders or co-leaders on a future DOE EVMS Review.

The facilitator training program marked a significant milestone in DOE’s journey towards enhancing the application of Earned Value Management Systems (EVMS) in project management.

Over a period of two years, our team at Samos Advisors collaborated with DOE leadership, faculty from Arizona State University (ASU), and EVMS colleagues from industry and government agencies.  Together, DOE and a diverse group of EVMS Subject Matter Experts (SME) drafted the model’s content and tackled numerous challenges to complete this innovative approach for assessing EVMS maturity and the environment.

Use of EVMS as a Project Management Tool

For more than half a century, EVMS has been a trusted process in both industry and government for assessing a project’s cost and schedule performance information. A mature EVMS enables project teams to plan the work scope, develop an integrated project schedule, budget resources, apply a consistent methodology for assessing project performance, implement effective monitoring and control practices, and forecast the execution of contract/project cost, schedule, and technical performance objectives against the baseline plan.

IP2M METTR Training Objectives

The primary objective of the DOE I2PM METRR Facilitators Training Program is to certify DOE personnel and industry SME’s to use IP2M METTR on large DOE projects that utilize EVMS. ASU led the facilitation certification training course along with DOE PM-30, which focused on understanding the application of IP2M METTR, learning efficient facilitation and problem-solving techniques, and practicing IP2M facilitation skills in a group learning environment.

The IP2M METRR assessment model comprises two primary components: the “Environment” in which EVMS operates and the “Maturity” of the EVMS.

  • The environment is the conditions and factors that enable or limit the ability to manage the project/program using EVMS.
  • The maturity is the degree to which an implemented system is associated, and deliverables serve as the basis for an effective and compliant EVMS.

The training course concluded with a comprehensive exam. Successful candidates who passed the IP2M METR exam are eligible to lead or co-lead an actual IP2M METRR assessment and submit a final report within one year of the training course. Due to high demand, DOE leadership and ASU plan to schedule additional training courses in 2024 and 2025.

ASU IP2M METTR Information

More information about the IP2M METTR origin, environment, and maturity models, is available at the ASU Engineering website.

Samos Advisors Use of IP2M MET

We invite you to read our success stories about how Samos Advisors prepares DOE support contractors for DOE’s IP2M METTR environment and maturity assessment.

Samos Advisors has begun the design and development of how to apply IP2M METTR framework to non-EVMS programs. Since EVMS and project management principles are closely aligned, the IP2M METTR environment (culture people, practices, and resources) can be adopted to most types of projects.

Empower Users’ Group (EUG) Workshop & Training

Samos Advisors will be attending the 2024 Empower Users’ Group (EUG) Workshop, May 22-23 at the Sandestin Golf and Beach Resort in Miramar Beach, Florida.

The agenda includes a number of great speakers from government organizations and industry who use Empower for program analytics, data-driven audit support, VAR collection, and Corrective Action Tracking. There will also be a number of technical sessions hosted by the Encore Analytics staff to cover advanced topics.

Building on last year’s successful showcase, this annual conference is the perfect place to interact directly with top tool vendors and discover the latest innovations in the PM software market, including EVM cost engines, schedule analytics/exporters, schedule risk management, FlexFile reporting, IPMDAR validation, and EVM program analytics/reporting.

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Encore Analytics Releases New Versions of Empower

Empower version was released on June 21 and version on June 27. These versions include the first round of enhancements requested by customers at the May Empower Users’ Group Workshop such as:

  • User Analysis and User Interface (UI) Updates
  • Variance Analysis Collection and Reporting
  • IPMDAR CPD and SPD Enhancements
  • Importing and Recalculating Data
  • Server Configuration
  • Minor bug fixes/enhancements and documentation updates.

A full list of enhancements included in this release can be found at: Customers should contact to obtain a patch update.

Spring 2023 Integrated Program Management Division Meeting

Register today to secure your spot! The NDIA Spring 2023 Integrated Program Management Division Meeting will be held in person from May 17-18, 2023, at Lockheed Martin in Bethesda, Maryland.

Featured speakers

  • Paul Tackett, Earned Value Management System Surveillance Officer , Consolidated Nuclear Security
  • Kevin Carney, Program Analyst, U.S. Department of Energy Office of Project Controls and Policy Division
  • Professor Matthew West, General Engineer, Performance Team Lead, Office of Project Controls, Department of Energy Office of Project Management

Details and registration information are available now at the NDIA website.

Samos Advisors Celebrates 10 Years of Project Management and EVMS Leadership

Samos Advisors’ dedicated team of professionals is marking 10 years of success supporting government and industry earned value management system (EVMS) projects. Samos Advisors has provided EVMS leadership to DoD, DOE, CMS/HHS, Navy, NASA, and aerospace.

Work highlights include:

  • Client Services for EVMS EIA-748 design, Implementation and Sustainment Services
  • Two CMS/HHS EVMS Self Certifications
  • DoD and CMS/HHS EVMS Proposal Support
  • DOE EVMS Certification and EVMS Self-Certification Reviews
  • EVMS DoD, DOE and CMS/HHS 1 Day EVMS Principles and Modular Training Classes
  • More than 100 EVMS polices, system descriptions and procedures
  • DOD, DOE, CMS/HHS and Navy Integrated Baseline Reviews (IBRs)

Samos Advisors provides EVMS solutions to a range of clients working on government contracts. Services include proposal management services, project management services, and earned value management services.

The company provides clients with just in time solutions and long-term support that transforms the way companies capture and manage EVMS and projects.

Samos Advisors is a management consulting company dedicated to helping clients capture more business and execute more efficiently and effectively. Samos Advisors professionals combine technical expertise with business pragmatism in highly regulated markets. In the process, the team has become trusted advisors to the world’s top businesses, governments, and institutions.

The Samos team includes industry recognized leaders with a broad diversity of educational and professional backgrounds who share a passion for problem solving and a drive to have significant impact for clients. The multi-disciplined team has experience across sectors, industries, and agencies.

Learn more about how to partner with Samos Advisors to tap into a complete range of proposal and EVMS and project management services at the Samos Advisors website,

Basil Soutos, Founder and Chief Executive Officer


Integrated Program Management Division Meeting Planned for In-Person and Virtual

The Winter 2022 National Defense Industrial Association (NDIA) Integrated Program Management Division Meeting will be held both in-person and virtually on January 26-27, 2022. Registration is now open.

The event will be at L3Harris Technologies in Palm Bay, Florida. In-person seating is limited.

The Integrated Program Management Division is the primary forum for exchanging views and information to promote and communicate integrated program management best practices. The IPMD actively works to foster a mutual understanding and effective working relationships between industry and government regarding the development, documentation, and maintenance of effective integrated program management processes.

Program Management Presentations Available On Demand

NDIA is offering on-demand online recordings of presentations from the Virtual Fall 2021 Integrated Program Management Division (IPMD) Meeting. You must register to access the presentations. This is a great way to gain valuable insights from the IPM community on your own schedule.

Collaborating with clients has led to Samos Advisors' success.

NDIA Integrated Program Management Division Meeting September 21

The NDIA Integrated Program Management Division will host their fall meeting on Tuesday, September 21. The IPMD meeting will be an online event and registration is open.

Get updates on cybersecurity maturity model certification, CAPE and much more.  This event is always informative for earned value management project managers and other federal project managers.

Registration is open at the NDIA website.

EVMS Self Certification

Samos Advisors Successfully Conducts 3rd Party EVMS Self-Certification for C-HIT

Samos Advisors LLC has completed a successful 3rd Party EVMS (Earned Value Management System) Self-Certification Assessment for C-HIT (Chenega Corporation – Information Technology & Services).

C-HIT is a software development and consulting company that delivers comprehensive solutions for healthcare clients. A key federal client is the Centers for Medicare and Medicaid Services (CMS). The company hired Samos Advisors to be able to serve additional U.S. government agencies and to expand its existing program management capabilities.

Samos Advisors conducted an independent assessment of the existing EVMS practice. C-HIT did not have an EVMS that has been determined by the Cognizant Federal Agency (CFA) to be compliant with the guidelines in Electronic Industries Alliance Standard 748 (EIA-748) as outlined in FAR clause 52.234-4 Earned Value Management System.

Basil Soutos, Samos Advisors’ CEO with over 35+ years of EVM system implementation experience, conducted a comprehensive review of C-HIT’s existing EVMS policies and processes. He also evaluated the implementation practices of two C-HIT contacts with an EVMS reporting requirement.

Samos Advisors used widely accepted NDIA (National Defense Industrial Association) guides and DoD EVMS Self-Certification practices to determine EVMS compliance. The thorough assessment involved C-HIT stakeholders such as corporate leadership, control account managers, financial and project controls staff members, to determine EVMS Self-Certification.

The review included:

  • Determine if existing EVMS policies and processes are compliant with EIA-748 (Standard for EVMS) and/or client EVMS reporting requirements
  • Conduct standardized interviews to evaluate team members’ EVMS implementation practices in accordance with corporate EVMS policies and/or procedures
  • Assess if the corporate culture and project teams embrace the use of EVMS as an integrated project management process for managing scope, schedule, budget and risk
  • Identify EVM system deficiencies and/or management process improvements
  • Review and approve contractor Corrective Action Management Plan (CAMP)
  • Issue 3rd Party EVMS Self-Certification Acceptance Letter upon CAMP completion

For more information about how your company can benefit from a 3rd Party EVMS Self-Certification or implement a EVM system complaint practice, contact Basil Soutos, Samos Advisors, at 703-409-5941 or

ICEAA Online Workshop

ICEAA Offers First Online Workshop

The International Cost Estimating and Analysis Association (ICEAA) has planned its first Online Workshop. The vent includes four half-days of general sessions, breakout sessions, and opportunities to connect with companies that provide the tools and services.

The event will be May 17-20. Registration is open.

ICEAA is a nonprofit organization that strives to promote and to enhance the profession of cost estimating and analysis with the primary goal of fostering the professional growth of our members in cost estimating, cost analysis, and allied fields. ICEAA is represented locally by more than 20 chapters nationwide and international affiliates in Australia, Canada, Japan and the United Kingdom.