Project Management Lexicon of Terms

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Term Acronym Definition Source
?Chunking? Slang term for breaking a large project into more manageable components or smaller projects. Also known as Disaggregation, Decompositioning, Project Phasing or Project Tailoring.
Acceptance Criteria The conditions for declaring that some aspect of the project meets defined requirements, thus permitting subsequent activities to proceed. DOE G 413.3-23
Acceptance Testing The process of exercising or evaluating a system or system component by manual or automated means to ensure that it satisfies the specified requirements and to identify differences between expected and actual results in the operating environment. ASME NQA-1-2008 with the NQA-1a-2009 addenda-from DOE O 414.1D
Accident Basis Historically consisting of formal documentation of numerical estimates of the expected consequence of potential accidents associated with a facility. Accident analysis focuses on the identification of safety controls while defining environmental conditions, which are used to drive design requirements for such controls. DOE G 413.3-12
Accounting Period The time period, typically a month in duration, during which actuals are collected for transfer into the Earned Value Management System (EVMS) for reporting purposes. The budget plan is typically time-phased in accordance with the accounting periods. (IP2M METRR EVMS Glossary) NDIA 2018a; DOD 2019
Acquisition The acquiring by contract with appropriated funds of supplies or services (including construction) by and for the use of the Federal Government through purchase or lease, whether the supplies or services are already in existence or must be created, developed, demonstrated, and evaluated. Acquisition begins at the point when agency needs are established and includes the description of requirements to satisfy agency needs, solicitation and selection of sources, award of contracts, contract financing, contract performance, contract administration, and those technical and management functions directly related to the process of fulfilling agency needs by contract. FAR 2.101
Acquisition Executive AE Replaced by Project Management Executive or Chief Project Management Executive (CE), as applicable. DOE O 413.3 (Pre 2016)
Acquisition Guide (DOE Acquisition Guide) AG Identifies relevant internal standard operating procedures to be followed by both procurement and program personnel who are involved in various aspects of the acquisition process. The Guide also is intended to be a repository of best practices found throughout the agency that reflect specific illustrations of techniques which might be helpful to all readers. Additionally, the Guide includes subject matter that was issued previously through other media, such as Acquisition Letters. The Acquisition Guide consists of chapters that correspond to the DEAR and FAR Parts, and includes the following types of material: -Standard Operating Procedures - for procurement and program personnel to follow in performing various acquisition functions. Guiding Principles - essential objectives that, when satisfied, provide a measure of the effectiveness and efficiency of procurement systems. Best Practices - practical techniques to be followed by program and procurement offices. Samples - forms and other useful documentation. DOE Acquisition Guide Website
Acquisition Management System AMS A systematic method to acquire and deliver a product or capability in response to a program mission or business need; includes facility construction, infrastructure repairs or modifications, systems, production capability, remediate land, closed site, disposal effort, software development, information technology, a space system, research capability, and other assets. DOE G 413.3-21
Acquisition Plan AP The document that facilitates attainment of the acquisition objectives. The plan must identify: those milestones at which decisions should be made; all the technical, business, management; and other significant considerations that will control the acquisition including, but not limited to, market research, competition, contract type, source selection procedures and socio-economic considerations.?An acquisition plan is developed in accordance with FAR Subpart 7.1, DEAR, and related Department of Energy guidance. The plan details procurement strategies and supporting assumptions. DOE O 413.3B
Acquisition Planning The process by which the efforts of all personnel responsible for an acquisition are coordinated and integrated through a comprehensive plan for fulfilling the agency need in a timely manner and at a reasonable cost. It includes developing the overall strategy for managing the acquisition. DOE G 413.3-13
Acquisition Planning and Liaison Division APLD DOE organization performing business clearance reviews, a division of the Office of Contract Management. (MA-621)
Acquisition Program or Project Acquisition of a capital assets, equal to or greater than $5 million (or the congressionally established limit for General Plant Projects) , regardless of the funding source, that deliver a product or capability, with a specified beginning and end, stated cost, and expected performance objectives (scope). They are directed with the purpose of providing a useful material capability in response to a validated mission or business need. Modified from DOE G 413.3-13
Acquisition Strategy AS A high-level business and technical management approach designed to achieve project objectives within specified resource constraints with recognition of key project risks and the strategies identified to handle those risks. It is the framework for planning, organizing, staffing, controlling, and leading a project. It provides a master schedule for activities essential for project success, and for formulating functional strategies and plans. DOE O 413.3B
Acquisition Strategy Funding Consists of two strategies for funding acquisition strategy programs: "single-step" and "evolutionary." Under single-step, acquisition funding is provided all at one time; "evolutionary" involves incremental steps to reach full funding capacity. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Acquisition Streamlining Any effort that results in more efficient and effective use of resources to design and develop, or produce quality systems, which meet stated performance requirements. This includes ensuring that necessary and cost-effective requirements are included, at the most appropriate time in the acquisition cycle, in solicitations and resulting contracts for the design, development, and production of new systems, or for modifications to existing systems that involve redesign of systems or subsystems. FAR 7.101
Activity Code Code assigned to specific actions to be performed to produce project deliverables. EFCOG
Activity Costs Estimates Estimates that determine the expected monetary costs of a particular project activity. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Activity Duration Estimates Estimates that determine the expected time it will take to complete a particular project activity. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Activity-based Costing ABC A method to ensure that the budgeted amounts in an account truly represent all the resources consumed by the activity or item represented in the account. Cost estimating in which the project is divided into activities and an estimate is prepared for each activity. Also used with detailed, unit cost, or activity-based cost estimating. DOE G 413.3-21
Actual Cost of Work Performed ACWP The costs actually incurred and recorded in accomplishing work performed; also referred to as Actual Cost (AC). DOE G 413.3-10B/ANSI/EIA 748D
Actual Costs AC Except for FAR Subpart 31.6, the amounts determined on the basis of costs incurred, as distinguished from forecasted costs. Per the FAR, the amounts include both allowable costs and unallowable costs. The Government does not reimburse contracts for unallowable costs. Actual costs include standard costs properly adjusted for applicable variances. FAR 31.001
Actual Costs AC The costs incurred and recorded in accomplishing work performed, or the procurement of materials, equipment or services; also referred to as Actual Cost of Work Performed (ACWP). DOE G 413.3-10B / ANSI/EIA 748D
Actual Date The date on which a milestone or scheduled work task is completed. (IP2M METRR EVMS Glossary) SAE 2019
Actual Finish AF The historic date a specific scope of work (typically an activity) is completed. (IP2M METRR EVMS Glossary) NDIA 2018a
Actual Start AS The historic date a specific scope of work (typically an activity) began. (IP2M METRR EVMS Glossary) NDIA 2018a
Administrative Controls Provisions relating to organization and management, procedures, recordkeeping, assessment, and reporting necessary to ensure safe operation of a facility. 10 CFR 830.3
Administrative Controls With respect to nuclear facilities administrative controls means the section of the Technical Safety Requirements (TSRs) containing provisions for safe operation of a facility including (1) requirements for reporting violations of TSRs, (2) staffing requirements important to safe operations, and (3) commitments to the safety management programs and procedures identified in the Safety Analysis Report as necessary elements of the facility safety basis provisions. DOE G 450.4-1C
Allowance An amount included in a base cost estimate to cover known but undefined requirements for a control account, work package, or planning package. Derived from DOE G 413.3-21
Alterations Remodeling, improving, extending or making other changes to a facility, exclusive of maintenance repairs that are preventive in nature. The term includes planning, engineering, architectural work and other similar actions. 41CFR 102-71
Alterations Adjustments to interior arrangements or other physical characteristics of an existing facility so that it may be more effectively adapted to or used for its designated purpose. Alterations do not result in betterment to a facility. Examples of alterations are as follows. Removal or installation of interior walls for purposes of rearranging the layout of an office building, and incidental heating and ventilation ducting system. Modifications that do not significantly extend the capacity of the system. Construction of a door or passage through an interior structural wall. Installation of new lighting fixtures that do not significantly increase the lumens emitted but may result in energy or maintenance savings. DOE Financial Management Handbook, Ch 10
Alternative Financing AF A process whereby DOE and its operational elements obtain the use of privately-developed capital assets through a lease. AF may be used by the DOE itself, or by DOE Management and Operations ("M&O") contractors with the prior approval of the DOE, to obtain the use real property assets as appropriate. DOE G 430.1-7
Alternatives A choice between two or more approaches to satisfying a requirement, e.g. alternatives analyses for selection of a preferred project approach. Adapted from DOE O 413.3B
Analogous Estimating A technique used to estimate the costs, effort or duration of a project/activity through the use of historical information from previously performed projects/activities that are similar in nature. adapted from DOE G 413.3-21A
Analysis The separation of a whole (project) into parts; examination of a complex entity, its elements, and their relationships; a statement of such analysis. The use of methods and techniques of arranging data to: (a) assist in determining what additional data are required; (b) establish consistency, validity, and logic; (c) establish necessary and sufficient events for causes; and (d) guide and support inferences and judgments. Derived from DOE G 413.3-21 and DOE O 225.1B
Anchoring A cognitive bias that takes the first possible number as the answer to a question and applies it as the foundational, best case probability of occurrence. 2. 2. As applied to forecasting, planning, estimating in management: anchoring is a starting point, preliminary plan, or a first number, that is based on easily available evidence, emphasizes the positive, supports a best-case scenario, that inevitably weighs down-or anchors-all future estimates, contingencies, planning schedules for that particular initiative, project, or program. When left unchecked, or most often unnoticed, the compounded effects of anchoring lead to managers underestimating costs, schedule times, risks, of planned decisions and overestimating the benefits of those same decisions. EFCOG, Cost Estimating Subgroup
Anchoring and Adjustment Psychological heuristic that influences the way people intuitively assess probabilities. According to this heuristic, people start with an implicitly suggested reference point (the "anchor"? see definition above) and make adjustments to it to reach their estimate. A person begins with a first approximation (anchor) and then makes incremental adjustments based on additional information. These adjustments are usually insufficient giving the initial anchor a great deal of influence over future assessments. EFCOG, Cost Estimating Subgroup
Annual Utilization Survey Annual review to determine how well the real property assets are being put to use. The survey content must address the standard specified in Federal Property Management Regulations 102-75.6, Standards. DOE O 430.1C
Apportioned Effort AE Effort that by itself is not readily measured or divisible into discrete work packages but which is related in direct proportion to the planning and performance on other discrete, measured effort. (IP2M METRR EVMS Glossary) SAE 2019; DOD 2019; NDIA 2018a
Approval Authority The duly designated person or position to make an approval decision. When used to describe a person, the person having approval authority, i.e., the approving official. Approval authority may be designated in a variety of ways such as through the DOE and NNSA FRAMs, in a DOE Notice, Order or Manual, or by delegation letter. DOE O 410.1
Architect/Engineer A/E or A-E Firm or organization that designs buildings, structures, systems, etc. A professional organization providing architectural and engineering services including research, planning, development, design, construction, alteration, or repair of real property; services include studies, investigations, surveying and mapping, tests, evaluations, consultations, comprehensive planning, program management, conceptual designs, plans and specifications, value engineering, construction phase services, soils engineering, drawing reviews, preparation of operating and maintenance manuals, and other related services. Developed from FAR A-E Services
Architect-Engineer Services May consist of: a. Professional services of an architectural or engineering nature, as defined by State law, if applicable, that are required to be performed or approved by a person licensed, registered, or certified to provide such services; b. Professional services of an architectural or engineering nature performed by contract that are associated with research, planning, development, design, construction, alteration, or repair of real property; and c. Those other professional services of an architectural or engineering nature, or incidental services, which members of the architectural and engineering professions (and individuals in their employ) may logically or justifiably perform, including studies, investigations, surveying and mapping, tests, evaluations, consultations, comprehensive planning, program management, conceptual designs, plans and specifications, value engineering, construction phase services, soils engineering, drawing reviews, preparation of operating and maintenance manuals, and other related services. 40 U.S. Code ? 1102: FAR 2.101
Assets Tangible or intangible items owned by the Federal Government which would have probable economic benefits that can be obtained or controlled by a Federal entity (adapted from SFFAS No. 6, Elements of Financial Statements, and Kohler's Dictionary for Accounting). OMB A-11
Assumption Factors used for planning purposes that are considered true, real or certain. Assumptions affect all aspects of the planning process and of the progression of the project activities. (Generally, the assumptions will contain an element of risk.) DOE G 413.3-7A
Authorization Act A statute that provides authority for a program or project to exist and establishes or continues the operation of a federal program or agency, either indefinitely or for a specified period of time. An authorization act may suggest a level of budget authority needed to fund the program or agency, which then is provided in a future appropriation act. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Authorization Committee A Congressional committee tasked with authorizing the establishment, continuation, or modifying an agency or program for a fixed or indefinite period of time. Authorization committees may also set forth the duties and functions of an agency or program, its organizational structure, and the responsibilities of agency or program officials. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Authorized Unpriced Work AUW Work that the customer has authorized to be performed, but for which a formal proposal has not been negotiated. When the contracting officer formally authorizes the contractor to proceed with not yet negotiated work, a not-to-exceed (NTE) value is often established. The NTE is strictly a funding limit, and a contractor is required to observe the limit as the not yet negotiated work is underway. The full estimate associated with the authorized but not yet negotiated work is reflected as AUW. The budget for the work associated with the NTE may be distributed to control accounts, but the remainder must reside in UB until negotiations are complete and the contract modification is issued. Some common terminology associated with AUW includes: Change orders (or Unilateral Modifications); Not-To-Exceed which relates to ceiling language within a change order; Undefinitized change orders which is the "status" prior to negotiations; and Definitization which is the conversion of a change order to a bilateral modification. The Total Allocated Budget (TAB) will be equal to, the Negotiated Contract Cost/Price (NCC) plus the value of all Authorized Unpriced Work (AUW), when there are no Over Target Baselines (OTBs). Clarification to DOE G 413.3-20.
Authorized Work Effort that has been definitized and is on contract. Includes any effort for which definitized contract costs have not been agreed to but for which written authorization has been received. Can also mean effort or work scope assigned by management. NDIA 2018a; DOD 2019; SAE 2019
Avoid (Avoidance, Risk Avoidance) A risk handling strategy in which project activities are planned in such a way as to eliminate the potential threat. In general, avoidance is the most desirable risk handling strategy. DOE G 413.3-7A
Backward Pass The calculation of late finish times and late start times for the uncompleted portions of all project schedule network activities. The backward pass is part of the critical path method used to calculate slack/float, and begins with the last node in the project schedule network diagram and logically works backward towards the start node. It is paired with a forward pass to determine activity and project float, the number of paths through a project schedule network, the length of time needed to complete each of the paths, and the project's critical path(s). (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Baseline A quantitative definition of cost, schedule and technical performance that serves as a base or standard for measurement and control during the performance of an effort; the established plan against which the status of resources and the effort of the overall program, field program(s), project(s), task(s), or subtask(s) are measured, assessed and controlled. Once established, baselines are subject to change control discipline. DOE O 413.3B
Baseline Change Proposal BCP A BCP represents a change to one or more of the elements of a project's Performance Baseline (PB): Total Project Cost (TPC), Critical Decision 4 (CD-4) completion date, or some feature of the projects scope/Key Performance Parameters (KPP), and must be approved by the applicable Under Secretary (may be delegated to Program Secretarial Officer) or Chief Executive for Project Management, as may be applicable. APM
Baseline Change Proposal BCP A document that provides a complete description of a proposed change to an approved performance baseline, including the resulting impacts on the project scope, schedule, design, methods, and cost baselines. DOE O 413.3B, DOE G 413.3-20
Baseline Goals Baseline cost, schedule, and performance goals will be the standard against which actual work is measured. They will be the basis for the annual report to the Congress required by FASA Title V on variances of 10 percent or more from cost and schedule goals and any deviation from performance goals. The goals, and any changes to the goals, must be approved by OMB. Cost and schedule goals. The baseline cost and schedule goals should be realistic projections of total cost, total time to complete the project, and interim cost and schedule goals. The interim cost and schedule goals should be based on the value of work performed or a comparable concept. Appendix 3 illustrates the earned value concept for establishing cost and schedule goals, one of several concepts that could be used. Performance goals. A target level of performance against which actual achievement or progress can be compared, preferably expressed as a tangible, measurable objective or as a quantitative standard, value, or rate. This can include goals containing key milestones or goals framed as a position relative to the past or relative to peers. Illustrative major milestones in establishing goals. Illustrative major milestones in establishing or proposing revised baseline goals could be: agency mission analysis, process design, and requirements development; agency submission and justification to OMB; approval for inclusion in the Administration's budget proposal to the Congress; enactment of appropriations; before and after the contract or contracts are signed; and, other times after the contracts are signed, depending on circumstances. OMB A-11
Baseline IMS The contractor baseline schedule of the project is logically linked and resourced from CD-0 (minimum CD-2) through approved CD-4 (or estimated CD-4, if prior to PB) and is the basis for measurement of accomplishment against the performance measurement baseline (PMB) of the proposed or approved performance baseline (PB). The contractor baseline schedule is scheduled (e.g., F9 for P6) with each approved baseline change and maintains a static data date of the latest approved PB date, for the duration of the project. Contractor Project performance (CPP) Upload Requirements for Project Assessment and Reporting System (PARS)
Baseline Schedule The original plan incorporated into the Integrated Master Schedule (IMS) against which schedule status is compared or measured. The baseline schedule is typically subject to formal change control. NDIA 2018a; DOD 2019
Basis of Estimate BOE A part of a Cost Estimating Package or stand-alone document supporting a cost estimate. The BOE should describe the design basis, the planning basis (significant features and components, proposed methods of accomplishment, and proposed project schedule), the risk basis, supporting research and development requirements (important when new technologies are contemplated for certain components, equipment or processes), special construction or operating procedures, site conditions, the cost basis, and any other pertinent factors or assumptions that may affect costs. DOE G 413.3-21
Benchmarking The process of looking at past projects, products, lessons learned or organizational processes, etc., to get ideas for improvement and to provide a basis to use in measuring quality performance. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Beneficial Occupancy (Date) BOD Stage of construction of a building or facility, before final completion, at which its user can occupy it for the purpose it was constructed. Beneficial occupancy does not imply that a project has reached CD-4. DOE O 413.3B
Best Practices An activity or procedure that has produced outstanding results in another situation and could be adapted to improve effectiveness and efficiency in a current situation. DOE O 413.3B
Betterments Improvements to plant, property and equipment (PP&E) that result in better quality, higher capacity, or an extended useful life, or work required to accommodate regulatory and other requirement changes. Listed below are the various terms that are commonly used to describe various categories of betterments: Construction is the erection, installation, or assembly of a new plant facility; the addition, expansion, improvement, or replacement of an existing facility; or the relocation of a facility. Construction includes equipment installed in and made part of the facility and related site preparation; excavation, filling and landscaping, or other land improvements; and design of the facility. Examples of improvements to an existing facility include the following types of work.(a) Replacing standard walls with fireproof walls. (b) Installing a fire sprinkler system in a space that was previously not protected with a sprinkler system.(c) Replacing utility system components with a significantly larger capacity components (e.g., replacing a 200-ton chiller with a 300-ton chiller) and converting the functional purpose of a room (e.g., converting an office into a computer room). Conversion is a major structural revision of a facility that changes the functional purpose for which the facility was originally designed or used. Replacement is a complete reconstruction of a facility that has deteriorated or has been damaged beyond the point where its individual parts can be economically repaired. If the item replaced is a retirement unit, its original costs (including installation cost) are removed from the plant and capital equipment accounts, and the cost of the newly installed item (including installation cost) is added to the plant and capital equipment accounts. Derived from DOE Financial Management Handbook, Ch 10
Bias A repeated or systematic distortion of a statistic or value, imbalanced about its mean. DOE G 413.3-7A
Bill of Materials BOM A listing of material items required to complete the production of a single unit. When actual or expected prices are applied, it becomes the Priced Bill of Materials (PBOM). DOD 2019; NDIA 2018a
Bottom-Up-Estimating An estimating technique in which project work is decomposed into smaller, more detailed terms. An estimate is then prepared based on what is needed to meet the requirements of each of the lower, more detailed pieces of work. Bottom-up estimates are usually developed by those responsible for doing the work, and the accuracy of bottom-up estimating is driven by the size and complexity of the work identified at the lower levels. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Brainstorming (Nominal Group Technique) Interactive technique designed for developing new ideas with a group of people. DOE G 413.3-7A
Breadboard Integrated components that provide a representation of a system/subsystem and that can be used to determine concept feasibility and to develop technical data. Typically it is configured for laboratory use to demonstrate the technical principles of immediate interest. It may resemble the final system/subsystem in function only. DOE G 413.3-4A
Budget A detailed statement of anticipated revenues and expenditures during an accounting period. For the federal government, the term "budget" often refers to the President's budget submission to Congress early each calendar year in accordance with the Budget and Accounting Act of 1921, as amended, and represents proposals for congressional consideration. The President?s budget includes requests for budget authority for federal programs and estimates of revenues and outlays for the upcoming fiscal year and, with respect to budget authority requests in some cases, for future fiscal years. By law, elements of the budget, such as the estimates for the legislative branch and the judiciary, must be included without review by the Office of Management and Budget (OMB) or approval by the President. In the context of individual federal agencies and their programs, the term "budget" also may be used to refer to their budget submissions or, in response to Congress passing laws providing budget authority, the agencies' plans for spending the funds they were provided. Derived from DOE G 413.3-2
Budget at Completion BAC The total authorized budget for accomplishing the project scope of work. It is equal to the sum of all allocated budget plus any undistributed budget (Management Reserve is not included). The Budget at Completion will form the Performance Measurement Baseline, as it is allocated and time-phased in accordance with project schedule requirements. ANSI/EIA 748-C and DOE Gold Card in DOE G 413.3-10A
Budget Authority BA The authority provided by Federal law to incur financial obligations that will result in outlays. Most budget authority for acquisitions is in the form of appropriations; other types are contract authority, authority to borrow, and spending authority from offsetting collections. OMB A-11 CPG
Budget Change Request BCR In-scope to the Performance Baseline (PB), BCRs document events that only require an internal adjustment to the performance baseline components and that do not change the TPC, CD-4 date, or represent a change to some feature of the projects scope/KPPs approved by the applicable Acquisition Executive. It may necessitate a contract action and/or changes to contractor documentation used to maintain configuration control (at the project level) of the Contract Budget Base (CBB) and/or Performance Measurement Baseline (PMB). While BCR is a common industry term, some contractors may use other terms as defined in their Earned Value Management (EVM) System Descriptions. While the following terms and definitions are suggested to provide a common understanding of the different types of BCRs possible, this does not mandate contractor?s changing their EVM System Descriptions. Objective evidence supporting the change should be maintained with the BCR, and all changes should be reconcilable and traceable via project documentation and required EVMS budget logs. Budget Change Request-PMB (BCR-P): A type of BCR used by the contractor to maintain configuration control of the PMB for re-planning actions for remaining work scope. A normal program control process accomplished within the scope, schedule, and cost objectives of the project?s PMB. A BCR-P requires Project Manager?s approval prior to implementation. A BCR-P implements changes to the time phasing of the PMB only. A BCR-P does not include MR utilization and does not modify the contract. Budget Change Request-MR (BCR-M): A type of BCR used by the contractor to allocate MR to Control Accounts within the PMB for authorized purposes. A BCR-M requires Project Manager's approval prior to implementation. A BCR-M does not modify the contract. Budget Change Request ? Contingency (BCR-C): A type of BCR used by the FPD to allocate project contingency to the contract for a change of scope to the contract. It results in a change to the Contract Budget Base (CBB) (project level) and requires Contracting Officer action to modify the contract. [Note: There may be approval thresholds defined in the PEP.] proposed update based on EFCOG and OAPM discussions-new term
Budget/Budgeting (Project Budget, Program Budget) 1. Plan for allocating resources: a plan specifying how resources, especially time or money, will be allocated or spent during a particular period. 2. Money for particular purpose: the total amount of money allocated or needed for a particular purpose or period of time. 3. Budgeting often considers time-phasing in relation to a schedule or time-based financial requirements and constraints. Modified from DOE G 413.3-21A
Budgeted Cost for Work Performed (Earned Value (EV)) BCWP The value of completed work expressed in terms of the budget assigned to that work. ANSI/EIA 748
Budgeted Cost for Work Remaining (Work Remaining (WR)) BCWR The budgeted value of work remaining. It is calculated as BAC minus the BCWPcum (i.e. BCWR = BAC - BCWPcum). Note: ETC is the estimate to complete the BCWR. DOE G 413.3-10A, DOE EVM Gold Card.
Budgeted Cost for Work Scheduled (Planned Value (PV)) BCWS The time-phased budget plan for work currently scheduled, also referred to as Planned Value (PV). ANSI/EIA 748
Budgeting A process for estimating the costs of the resource requirements into accounts (i.e., the cost budget) against which cost performance will be measured and assessed. Budgeting often considers time-phasing in relation to a schedule or time-based financial requirements and constraints. Derived from DOE G 413.3-21
Buried Contingency (process that should not be used) Estimated costs that may have been hidden in the details of an estimate to protect a project from the removal of explicit contingency and to ensure that the final project does not go over budget. To reviewers, buried contingency often implies inappropriately inflated quantities, lowered productivity, or other means to increase project costs. Buried contingency (process) should not be used. DOE G 413.3-21
Business Case Identifies the reasoning for initiating a project or task. Business cases generally take the form of formal documents that define a business need, especially in cases in which resources such as money or effort are consumed. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Business Clearance Review BCR A process performed for the Senior Procurement Executive by the Acquisition Planning and Liaison Division. The review and approval requirements are set forth in Acquisition Guide (AG) Chapter 71.1. DOE G 413.3-20
Business Rhythm An organization's normal management cycle often tied to their accounting calendar for conducting the routine operations required within an operating EVMS including but not necessarily limited to updating the IMS, collecting actual costs and measuring performance, validating cost and schedule data, preparing and assessing variances, developing corrective actions, updating cost and schedule estimates to complete, conducting CAM/PM reviews, and reporting performance. NDIA 2018b; NASA 2019; Humphreys and Associates 2021
Bounding Assumption (Enabling Assumption) Or Enabling Assumption Identified risks that are totally outside the control of the project team and therefore cannot be managed (i.e., transferred, avoided, mitigated, or accepted). Bounding assumptions are also referred to as enabling assumptions in the context of opportunity risks. DOE G 413.3-7A
Capital Asset Project CAP A project with defined start and end points required in the acquisition of capital assets. A Capital Asset Project is a project to acquire or perform additions, improvements, modifications, replacements, restorations, and rearrangements or reinstallations. The project acquisition cost of a capital asset includes both its purchase price and all other costs incurred to bring it to a form and location suitable for its intended use. It is independent of funding type. It excludes operating expense funded activities such as repair, maintenance or alterations that are part of routine operations and maintenance functions. DOE O 413.3B
Capital Assets CA Capital assets are land, structures, equipment and intellectual property, which are used by the Federal Government and have an estimated useful life of two years or more. Capital assets exclude items acquired for resale in the ordinary course of operations or held for the purpose of physical consumption such as operating materials and supplies. Capital assets may be acquired in different ways: through purchase, construction, or manufacture; through a lease-purchase or other capital lease, regardless of whether title has passed to the Federal Government; or through exchange. Capital assets include the environmental remediation of land to make it useful, leasehold improvements and land rights; assets owned by the Federal Government but located in a foreign country or held by others (such as federal contractors, state and local governments, or colleges and universities); and assets whose ownership is shared by the Federal Government with other entities. DOE O 413.3B
Capital Project and Useful Segments of a Capital Project (clarification of term ?useful segments?) The total capital asset project, or acquisition of a capital asset, includes useful segments that are either planning segments or useful assets. Planning segments. A planning segment of a capital project provides information that allows the agency to: develop the design; assess the benefits, costs, and risks; and establish realistic baseline cost, schedule, and performance goals before proceeding to full acquisition of the useful asset (or canceling the acquisition). This information comes from activities, or planning segments, that include but are not limited to market research of available solutions, architectural drawings, geological studies, engineering and design studies, and prototypes. The process of gathering information for a capital project may consist of one or more planning segments, depending on the nature of the asset. If the project includes a prototype that is a capital asset, the prototype may itself be one segment or may be divisible into more than one segment. Useful asset. A useful asset is an economically and programmatically separate segment of the asset or whole asset that may be procured to provide a useful asset for which the benefits exceed the costs, even if no further funding is appropriated. The total capital asset procurement may include one or more useful assets, although it may not be possible to divide all procurements in this way. Illustrations see Capital Programming Guide. OMB A-11
Central Technical Authority CTA The person(s) responsible for maintaining operational awareness, especially with respect to complex, high- hazard nuclear operations and ensuring that the Department's nuclear safety policies and requirements are implemented adequately and properly (see DOE O 410.1 for further discussion). In this context, it is important to recognize that the CTAs have responsibilities related to nuclear safety directives that apply to projects. DOE O 413.3B
Chance Event Any event(s) that can occur or conditions that can change the outcome of a decision. Chance events are applied equally to each scenario path in a decision tree analysis so that a decision can be reached. Chance events will vary depending on the decision being analyzed, and could range from anything to market conditions or possible foreign exchange rates, etc. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Change Any alteration or addition, temporary or permanent, to the facility or activity physical configuration, facility or facility documentation, or design requirements is considered to constitute a change. Identical replacements are not changes. DOE STD 1073
Change To cause something to vary or alter from the current condition to a new condition. When used in project or contract management usually associated with an activity or product, e.g. change control or change order. OAPM
Change Control CC A process that ensures changes to the approved baseline are properly identified, reviewed, approved, implemented and tested and documented. DOE O 413.3B
Change Control Board CCB The review body with authority for approving changes which are consistent with the project's baseline performance requirements, budgeted cost, and schedule. CCB membership should include the project management representative, contracts representative, CFO representative, and Subject Matter Experts (SMEs) that support the project on technical matters. The CCB plays a critical role in managing change to the project's baseline and ensuring prospective changes are clearly defined, appropriate, and within the cost, schedule and performance parameters approved by the AE as specified in the PEP. Note: CCB is the generic term and needs to be clarified as to what level CCB it is, e.g., Contractor CCB (CCCB), FPD CCB. The top level CCB is the ESAAB. Adapted from DOE G 413.3-20
Change Control Log CCL Document that lists changes and provides status including pending changes and actions taken. Developed from DOE G 413.3-20
Change Control Board CCB The review body with authority for approving changes which are consistent with the project's baseline performance requirements, budgeted cost, and schedule. CCB membership should include the project management representative, contracts representative, CFO representative, and Subject Matter Experts (SMEs) that support the project on technical matters. The CCB plays a critical role in managing change to the project's baseline and ensuring prospective changes are clearly defined, appropriate, and within the cost, schedule and performance parameters approved by the AE as specified in the PEP. Note: CCB is the generic term and needs to be clarified as to what level CCB it is, e.g., Contractor CCB (CCCB), FPD CCB. The top level CCB is the ESAAB. DOE G 413.3-20
Change Request A document formally asking to modify (i.e., add, modify, or delete) the project's scope, policies, plans, schedule, budget, processes or procedures. Request may be to a project or contract document. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) Modified from PMCDP Glossary
Classes of Task Dependencies Task Dependencies fall within three classes: mandatory (hard logic)-dependencies that are contractually required or inherent in the nature of the work being done; discretionary (soft logic)-dependencies defined by the project team or from best practices, etc., that can be easily changed; and, external-dependencies that involve relationships between project activities and non-project activities that are usually outside of the project team's control. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Closed Loop Corrective Action The output of a formal closed loop root cause analysis leads to effective and preventative corrective actions. Effective Root Cause Analysis (RCA) is identified as being formal and closed loop; that is the process and methodologies, to include support tools as identified above, are defined and utilized, and the process is monitored through time. It is the resampling or revisiting of the Root Cause/Corrective Action (RCCA) through time, generally at plus one (1), plus three (3), plus six (6) and plus twelve (12) months from implementation of the "root cause" fix. (IP2M METRR EVMS Glossary) DOE 2015a
Code of Accounts COA A systematic structure for organizing and managing asset, cost, resource, and schedule information; an index to facilitate finding, sorting, compiling, summarizing, and otherwise managing and reporting information to which the code is tied. A complete COA includes definitions of the content of each account. Adapted from DOE G 413.3-21A
Code of Record COR A set of design and operational requirements, including Federal and state laws in effect at the time a facility or item of equipment was designed and acceptedby DOE. It is (i) initiated during the conceptual design phase, placed under configurationcontrol to ensure it is updated to include more detailed design requirements as they aredeveloped during preliminary design, (ii) controlled during final design and constructionwith a process for reviewing and evaluating new and revised requirements to determinetheir impact on project safety, cost and schedule before a decision is taken to revise theCode of Record, and (iii) maintained and controlled through facility decommissioning.The Code of Record may be defined in contracts, Standards or Requirements Identification Documents (or their equivalent), or project-specific documents. DOE-STD-1189-2016
Co-dependent Risk A project risks generated when intermediate deliverables or outcomes (two or more projects or sub-projects at the same site) interlock in such a way that if both projects are not successfully completed, neither can be successfully completed. Modified from DOE G 413.3-7A
Cognizant Secretarial Office CSO Term has been superseded by cognizant Under Secretary (may be delegated to Program Secretarial Officer as may be applicable). DOE O 413.3B
Cold commissioning Testing activities completed with non-radioactive chemical simulant materials to confirm attainment of certain requirements prior to introducing radioactive materials or hazards. DOE G 413.3-23
Commercially Available Off-The-Shelf Item COTS Means any item of supply (including construction material) that is (i) A commercial item (as defined in paragraph (1) of FAR 2.101); (ii) Sold in substantial quantities in the commercial marketplace; and (iii) Offered to the Government, under a contract or subcontract at any tier, without modification, in the same form in which it is sold in the commercial marketplace; and (2) Does not include bulk cargo, as defined in section 3 of the Shipping Act of 1984 (46 U.S.C. App. 1702), such as agricultural products and petroleum products. FAR 2.101
Commercially Available Off-The-Shelf Item COTS Any item, other than real property, that is of a type customarily used by the general public for nongovernmental purposes, and that has been sold, leased, or licensed to the general public; is sold, leased, or licensed in substantial quantities in the commercial marketplace; and is offered to the Government, without modification, in the same form in which it is sold, leased, or licensed in the commercial marketplace. OMB A-11 CPG
Commissioning Cx Commissioning occurs between construction and full operations although, preparations begin during conceptual design. Commissioning and startup bring a facility from the construction phase to stable operations in a manner that confirms attainment of functional requirements and design objectives, demonstrates system operability and reliability, and establishes a base for long term operation in accordance with contract requirements. This process ensures all facility equipment, structures, components, and systems perform interactively in accordance with the design documentation and intent, and in accordance with operational needs including training and preparation of operations personnel. Derived from DOE G 413.3-23
Commissioning authority The entity responsible for developing and maintaining the commissioning plan and for advocating for commissioning. DOE G 413.3-23
Commissioning plan A document developed by the commissioning authority establishing commissioning strategies, sequence, schedule, system design capabilities, and resources needed to complete the commissioning phase of a project. Updates to the commissioning plan may occur throughout the project as more project details become known. DOE G 413.3-23
Commissioning report The final commissioning document which presents the commissioning requirements, process, documentation, findings, process results, compliance with the acceptance criteria, and actions taken to rectify any deficiencies. DOE G 413.3-23
Communication Planning or Plan Process or document for determining the information and communication needs of the project stakeholders. Identifies who needs what information, when they will need the information, and how it should be presented, tracked, and documented. DOE G 413.3-7A
Complete and Usable Facility The end product resulting from an individual construction, alteration, or improvement project that can be used to accomplish the intended program mission. The facility must be fully operational and include the necessary utilities, such as electricity, water and sewer, heating, ventilation, and air-conditioning, as well as all necessary fixed equipment, such as cabinets, benches, and other items that are permanently attached to the building and capitalized as part of the facility. 10 U.S.C. Sec. 2801 and from USDA and DoD sources
Compliance The characteristics of an EVMS that ensures the intent of the 32 guidelines is embodied in the integrated processes and sub processes of a contractor?s methods of operation that generate accurate and auditable project/program performance data. (IP2M METRR EVMS Glossary) NDIA 2018a
Compliance Evaluation Review CER A formal process used to verify the EVM system owner's proposed EVMS implemented on contract(s) complies with the appropriate guidelines, the system has been properly implemented by the system user in accordance with the requirements of the contract and system owner's policies, and the system produces reliable, timely, and actionable contract performance data. (IP2M METRR EVMS Glossary) NDIA 2018a
Component testing (grooming) Testing performed at the component level to confirm proper installation, serviceable condition, and ability to support system level testing. DOE G 413.3-23
Comprehensive Environmental Response, Compensation, and Liability Act CERCLA Enacted in 1980 and as may be amended, a United States federal law designed to clean up sites contaminated with hazardous substances, also known as "Superfund". www.energy.gov
Comprehensive Estimate at Completion CEAC Comprehensive Estimate at Completion (EAC), also known as a contract-level or bottom-up EAC. Related term: Latest Revised Estimate (LRE). (IP2M METRR EVMS Glossary) DOD 2019
Conceptual Design The Conceptual Design process requires a mission need as an input. It is the exploration of concepts, specifications and designs for meeting the mission needs, and the development of alternatives that are technically viable, affordable and sustainable. The conceptual design provides sufficient detail to produce a more refined cost estimate range and to evaluate the merits of the project. DOE O 413.3B
Conceptual Design Report CDR A document that includes a clear and concise description of the alternatives analyzed, the basis for the alternative selected, how the alternative meets the approved mission need, the functions and requirements that define the alternative and demonstrate the capability for success, and the facility performance requirements, planning standards and life-cycle cost assumptions. The CDR should also clearly and concisely describe the KPPs that will form the basis of the PB at CD-2. When the purpose of the project is remediation, restoration, or demolition, other forms of documenting the requirements and alternative(s) may be used. The CDR is produced as part of completing CD-1. Modified from DOE O 413.3B
Conceptual Safety Design Report (CSDR) A Conceptual Safety Design Report is developed to: document and establish a preliminary inventory of hazardous materials, including radioactive materials and chemicals; document and establish the preliminary hazard categorization of the facility; identify and analyze primary facility hazards and facility Design Basis Accidents; provide an initial determination, based on preliminary hazard analysis, of Safety Class and safety significant structures, systems, and components (SSC); include a preliminary assessment of the appropriate Seismic Design Category for the facility itself, as well as the safety significant structures, systems, and components; evaluate the security hazards that can impact the facility safety basis (if applicable); and; include a commitment to the nuclear safety design criteria of DOE O 420.1B, Facility Safety, (or proposed alternative criteria). DOE G 413.3-12
Conceptual Safety Validation Report (CSVR) The report prepared by DOE that documents the DOE review of the Conceptual Safety Design Report. DOE G 413.3-12
Confidence Level CL The likelihood (i) expressed as a percentage (ii) that an occurrence will be realized. The higher the confidence level, the higher the probability that the event will occur. For cost estimating, CL is the probability that a cost estimate or schedule can be achieved or bettered. One of the outputs of a Monte Carlo simulation is a cumulative probability distribution which allows one to determine the associated cost or duration for a given confidence level. Adapted from DOE O 413.3-3B and DOE G 413.3-7A
Configuration Management CM The technical and administrative direction and surveillance actions taken to identify and document the functional and physical characteristics of a configuration item; to control changes to a configuration item and its characteristics; and to record and report change processing and implementation status. DOE O 413.3B
Configuration Management CM Configuration management is a disciplined process that involves both management and technical direction to establish and document the design requirements and the physical configuration of a facility and to ensure that they maintain consistent with each other and the documentation. adapted from DOE STD 1073
Configuration Management CM The technical and administrative direction and surveillance actions taken to identify and document the functional and physical characteristics of a configuration item; to control changes to a configuration item and its characteristics; and to record and report change processing and implementation status. DOE O 413.3B
Consequence Outcome of an event. (Normally includes scope, schedule, and cost.) DOE G 413.3-7A
Constraint (Project Constraint) A restriction or limitation. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) from PMCDP Glossary for Project Constraints
Constructability The effective and timely integration of construction knowledge into the conceptual planning, design, construction, and field operations of a project to achieve the overall project objectives in the best possible time and accuracy at the most cost-effective levels. DOE G 413.3-23
Constructability Review CR A technical review to determine the extent to which the design of a structure facilitates ease of construction, subject to the overall requirements for the completed form. DOE O 413.3B
Construction A combination of engineering, procurement, erection, installation, assembly, demolition, or fabrication to create a new facility or to alter, add to, rehabilitate, dismantle or remove an existing facility; includes alteration and repair (dredging, excavating, and painting) of buildings, structures, or other real property and construction, demolition, and excavation conducted as part of environmental restoration or remediation. Construction normally occurs between Critical Decisions 3 and 4 (does not involve the manufacture, production, finishing, construction, alteration, repair, processing, or assembling of items categorized as personal property). Derived from DOE G 413.3-21
Construction The erection, installation, or assembly of a new plant facility; the addition, expansion, improvement, or replacement of an existing facility; or the relocation of a facility. Construction includes equipment installed in and made part of the facility and related site preparation; excavation, filling and landscaping, or other land improvements; and design of the facility. Examples of improvements to an existing facility include the following types of work: (a) Replacing standard walls with fireproof walls. (b) Installing a fire sprinkler system in a space that was previously not protected with a sprinkler system. (c) Replacing utility system components with a significantly larger capacity components (e.g., replacing a 200-ton chiller with a 300-ton chiller), and converting the functional purpose of a room (e.g., converting an office into a computer room). DOE Financial Management Handbook, Ch. 10
Construction Construction, alteration, or repair (including dredging, excavating, and painting) of buildings, structures, or other real property. For purposes of this definition, the terms "buildings, structures, or other real property" include, but are not limited to, improvements of all types, such as bridges, dams, plants, highways, parkways, streets, subways, tunnels, sewers, mains, power lines, cemeteries, pumping stations, railways, airport facilities, terminals, docks, piers, wharves, ways, lighthouses, buoys, jetties, breakwaters, levees, canals, and channels. Construction does not include the manufacture, production, furnishing, construction, alteration, repair, processing, or assembling of vessels, aircraft, or other kinds of personal property FAR 2.101
Construction authority The entity responsible for ensuring the constructability of the project. DOE G 413.3-23
Construction complete See "Substantial completion." DOE G 413.3-23
Construction Funds Costs associated with the construction/execution efforts for the project. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Construction Management A wide range of professional services relating to the management of a project during the pre-design, design, and construction phases; includes development of project strategy, design review of cost and time consequences, value management, budgeting, cost estimating, scheduling, monitoring of cost and schedule trends, procurement, observation to ensure that workmanship and materials comply with plans and specifications, contract administration, labor relations, construction methodology and coordination, and other management of construction acquisition. Derived from DOE G 413.3-21
Construction testing Testing performed by the construction organization prior to system turnover for commissioning that typically includes hydrostatic testing, flushing, wiring continuity checks, nondestructive weld examination through radiography, dye penetration, and ultrasonic methods, and similar tests. DOE G 413.3-23
Construction-Work-in-Progress CWIP An account [that] includes costs of additions and retirements of Property, Plant & Equipment that is in progress and is being accumulated during the acquisition or construction period. DOE Financial Management Handbook
Contingency The portion of the project budget that is available for risk uncertainty within the project scope, but outside the scope of the contract. Contingency is budget that is not placed on the contract and is included in the TPC. Contingency is controlled by Federal personnel as delineated in the PEP. DOE O 413.3B
Continuing Resolution A continuing resolution is a type of appropriations legislation used by the Congress to fund government agencies in the event a formal appropriations bill (i.e., the budget) has not been passed by the end of the current fiscal year. The legislation takes the form of a joint resolution, and provides funding for existing Federal programs, usually at current or reduced levels. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Continuous Improvement Opportunity CIO A recommended improvement or expansion of good practices for wider application and does not require a Corrective Action Plan. DOE G 413.3-10B
Contract Budget Base CBB The sum of the Performance Measurement Baseline plus the contractor Management Reserve. (CBB = PMB + MR). Should be the same as the sum of the negotiated contract cost (NCC) and AUW. Note: When the contract is awarded, the CBB is the total estimated contract cost. In project terms the contract budget base is performance measurement baseline plus contractor management reserve. If the Contracting Officer issues a change to the contract which adds additional scope/ requirements and associated costs, the CBB is increased to add the costs for contract change once the Contracting Officer issues the modification to change the contract. If the Contracting Officer issues an undefinitized contract modification [authorized unpriced work], then the CBB is increased to include the costs associated with the contract change. The CBB is not increased by the amount of a cost overrun that has been negotiated by the Contracting Officer. The CBB is no longer the same as the total estimated cost of the contract once there is an Over-Target Baseline (OTB). DOE G 410.3-10A, EVMS Gold Card and DOE G 413.3-20
Contract Ceiling The maximum (amount) that may be paid to the contractor under the terms and conditions of the contract. If the terms or conditions change, the contract ceiling could change, for example, if the Government fails to provide material that the contract?s terms and conditions required it to provide, an equitable adjustment to the contract?s price and contract ceiling would likely be due to the contractor. Adapted from FAI Glossary
Contract Ceiling An informal term used to reference a cost reimbursement contract?s estimated cost under the contract?s Limitation of Cost clause (FAR52.232-20). The Government is not obligated to reimburse the contractor for costs incurred in excess of the ceiling, and the contractor is not obligated to continue performance or otherwise incur costs once the ceiling has been reached. The estimated cost (ceiling) may be increased by the Government in order to authorize additional work or as the result of an equitable adjustment. EFCOG
Contract Data Requirements List CDRL The standard format for identifying potential data requirements in a solicitation, and deliverable data requirements in a contract. The purpose of the CDRL is to provide a standardized method of clearly and unambiguously delineating the customer's minimum essential data needs. (IP2M METRR EVMS Glossary) DOD EVMSIG; NDIA 2018a
Contract Fee (Term also used as Profit/Fee) Monies that could be earned by the contractor based on dollar value or another unit of measure, such as man hours; an indirect cost. Contract Price = CBB + Profit/Fee (DOE G 413.3-21 modified) See Figures 3-4A-4F and 3-7. Note: Per the FAR definitions under FAR Subpart 15.4, Contract Pricing, Price means cost plus any fee or profit applicable to contract type. FAR generally uses profit and fee synonymously (in some cases, such as in discussing fixed-price contracts and cost-reimbursement contracts, FAR distinguishes between profit and fee). Usually the discussions in FAR relate to the possible contract fee (or profit) the contractor might earn under the contract. There are many permutations. Contract fee, for example, may mean the original (established at the time of contract award) total available fee the contractor could earn under a cost-plus-award-fee contract, the portion of the total available fee the contractor has earned to date, the remaining portion of total available fee the contractor might earn, the portion of total available fee the contractor had the opportunity to earn but did not earn, etc. 2. Under the FAR, an amount of money that may be earned and payable to a contractor in addition to its allowable incurred costs in certain types of cost-reimbursement contracts. The contract fee may be fixed at the outset of performance or it may be variable depending on the relative quality of performance. Note: "Fee" is a term of art for profit. The term "profit" is used in the FAR when the contract is a fixed-price type. EFCOG
Contract Funds Status Report CFSR Document providing funding data used for updating and forecasting contract funds requirements, planning and decision making on funding changes to the contract, developing funds requirements and estimates in support of approved projects, determining funds in excess of contract needs and available for deobligation, and obtaining rough estimates of termination costs. DOE G 413.3-10B
Contract Management Plan CMP A document developed during the acquisition planning phase. An objective of an effective CMP is to ensure that the contract's products and services are delivered on time consistent with the contract's stated performance and quality standards at a reasonable cost while minimizing the Government's risk. Many of the documents (Quality Assurance Surveillance Plan, Performance Evaluation and Measurement Plan, Risk Management Plan, etc.) created or modified during the acquisition planning phase will be analyzed to determine an appropriate contract management strategy. DOE AG modified
Contract Performance Baseline CPB Contract scope, CBB, schedule, deliverables and contract end date. DOE G 413.3-20
Contract Performance Report CPR Contractually required reports, prepared by the contractor, containing performance information derived from the internal EVMS. Provides status of progress on the contract. DoD Earned Value Management Implementation Guide, Oct 2006
Contract Performance Report CPR Contract cost and schedule performance data that is used to identify problems early on an acquisition contract and forecast future contract performance in Earned Value Management (EVM). (Source: AcqNotes.com) Report content was prescribed by DOD Data Item Description DI-MGMT-81466A. DOE G 413.3-10A. [Note: The Integrated Program Management Report (IPMR) Data Item Description DI- MGMT-81861, integrates the CPR and the IMS.]
Contracting Officer CO The only individual with the authority to enter into, administer, and/or terminate contracts, and make related determinations and findings. The Head of the Contracting Activity (HCA) appoints and issues a warrant to individuals who meet the education and experience criteria required for FAC-C certification. Within the delegation from the HCA, the CO authorizes work execution in accordance with the approved baseline. FAR 2.101 and DOE G 413.3-20
Contracting Officer's Representative COR An individual designated and authorized in writing by the CO to perform specific technical or administrative functions. The COR monitors the contract and provides technical direction that does not otherwise result in a change to the contract's cost, schedule, or performance requirements. The FPD is normally designated the COR for the particular project unless the prime is an M&O contract. Same as COTR. (FAR 2.101 [first sentence]
Contracting Officer's Technical Representative COTR See Contracting Officer's Representative (COR) definition.
Contractor Change Control Board (EFCOG-Proposed New Term) CCCB The review body that has the authority for approving changes consistent with the project scope requirements, budgeted cost, and schedule. CCCB membership should include the project management, contracts representative, financial representative, and Subject Matter Experts (SMEs) that support the project on technical matters. The CCCB plays a critical role in managing change within the project's contract budget baseline. DOE G 413.3-20 modified for contractor level CCB
Contractor Project Manager CPM (or PM) The contractor official who is responsible and accountable for successful execution of the contractor's project scope of work subject to the contract terms and conditions. The CPM interfaces with the Federal Project Director. DOE G 413.3-7A
Contractor Requirements Document CRD The DOE document that identifies the requirements that the prime contractor's project management system must satisfy. DOE O 413.3B
Control Account Manager CAM An individual within the contractor's organizational structure that has been assigned the authority and responsibility to manage one or more control accounts. See Control Account definition. [DOD Earned Value Implementation Guide, Oct 2006]
Control Account Plan CAP A CAP is a time phased report of the budget spread by element of cost for the control account. NDIA PMSC ANSI/EIA-748 Current Version-Intent Guide
Control Account Scope The scope contained within and defined by the Control Account (CA) level of the Work Breakdown Structure (WBS). The CA scope is defined in the WBS Dictionary. APM
Control Schedule Process The process for controlling the schedule baseline. Any changes should require some form of approval documentation. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Control Scope Process The process for controlling the scope baseline. For EVM projects scope is controlled through the WBS and the WBS Dictionary to the Control Account Scope. Any changes should require some form of approval documentation. APM
Corporate Certification CC? A corporate certification exists when a contractor adopts one of their existing certified EVMS in its entirety for application under a new contract, regardless of location. The EVMS under the corporate certification must remain intact in all aspects to that originally certified and will be validated by an EVMS Surveillance. DOE O 413.3B
Corporate Certification A corporate certification exists when a contractor adopts one oftheir existing certified EVMS in its entirety for application under a new contract,regardless of location. The EVMS under the corporate certification must remain intact inall aspects to that originally certified and will be validated by an EVMS Surveillance. DOE O 413.3B
Corrective Action Measures taken to rectify conditions adverse to quality and, where necessary, to preclude repetition. DOE O 414.1D
Corrective Action Plan CAP Documents assumptions, constraints, responsibility, commitment dates, the action plan and the verification steps for (a) completion of corrective actions, and (b) submittal of any documentation of completion. DOE G 413.3-10A
Corrective Action Request CAR For EVMS, an occurrence of an ANSI/EIA-748 (Current Version) non-compliance or a significant impact to reporting, and requires a Corrective Action Plan (CAP). DOE G 413.3-10A
Corrective Action Request CAR Identifying or documenting a non-conformance with any requirement or DOE order. DOE G 414.1
Correlation Relationship between variables such that changes in one (or more) variable(s) is generally associated with changes in another. Correlation is caused by one or more dependency relationships. Measure of a statistical or dependence relationship existing between two items estimated for accurate quantitative risk analysis. DOE G 413.3-7A
Cost Defined in SFFAS No. 1, Objectives of Federal Financial Reporting, as the monetary value of resources used. Defined more specifically in SFFAS No. 4, Managerial Cost Accounting Concepts and Standards for the Federal Government, as the monetary value of resources used or sacrificed or liabilities incurred to achieve an objective, such as to acquire or produce a good or to perform an activity or service. Depending on the nature of the transaction, cost may be charged to operations immediately (i.e., recognized as an expense of the period) or to an asset account for recognition as an expense of subsequent periods. In most contexts within SFFAS No. 7, Accounting for Revenue and Other Financing Sources, "cost" is used synonymously with expense. See also, "Full Cost." The price or cash value of the resources used to produce a program, project or activity. OMB A-11 CPG
Cost Accounting Historical reporting of actual and/or committed disbursements (costs and expenditures) on a project. Costs are denoted and segregated within cost codes that are defined in a chart of accounts. In project control practice, cost accounting provides measure of cost commitment and expenditure that can be compared to the measure of physical completion (earned value) of an account. Derived from DOE G 413.3-21
Cost Accounting Standards CAS Requirements established by the CAS Board to ensure consistent and proper accounting for direct and indirect costs applied to government contracts. (IP2M METRR EVMS Glossary) DOD 2019; NDIA 2018a
Cost Accounting Standards Board CASB An independently established statutory board. The Board has the exclusive authority to make, promulgate, and amend cost accounting standards and interpretations designed to achieve uniformity and consistency in the cost accounting practices governing the measurement, assignment, and allocation of costs to contracts with the United States. (IP2M METRR EVMS Glossary) DOD 2019; NDIA 2018a
Cost Accounting Standards Board (CASB) Disclosure Statement A written description of a contractor's cost accounting practices and procedures. (IP2M METRR EVMS Glossary) DOD 2019; NDIA 2018a
Cost Analysis The review and evaluation of any separate cost elements and profit or fee in an offeror's or contractor's proposal, as needed to determine a fair and reasonable price or to determine cost realism, and the application of judgment to determine how well the proposed costs represent what the cost of the contract should be, assuming reasonable economy and efficiency. FAR 15.404-1(c)(1)
Cost Budgeting Allocating the estimated costs (planned expenditures) to project components. Modified from DOE G 413.3-21
Cost Contingency Contingency term and definition should be used instead of Cost Contingency.
Cost Control A system for managing changes to a project budget. Adapted FAI Glossary
Cost Element The categories of cost such as labor, material, subcontractor, and other direct costs as defined by the organization's accounting practices. (IP2M METRR EVMS Glossary) NDIA 2018a
Cost Estimating A process used to quantify, cost, and price the resources required by the scope of an asset investment option, activity, or project. As a predictive process, estimating must address risks and uncertainties. The output of estimating is used primarily as input for budgeting, cost or value analysis, decision making in business, asset and project planning, or project cost and schedule control. Derived from DOE G 413.3-21
Cost Estimating Relationship CER A technique used to estimate a particular cost or price by using an established relationship with an independent variable. FAI Glossary. See FAR 15.404- 1(c)(2)(i)(C) for further information.
Cost Management Reserve MR The Management Reserve (MR) term and definition should be used instead of Cost Management Reserve.
Cost of Quality A technique that helps to ensure the project is not spending too much to assure quality. It involves looking at the costs associated with conformance and nonconformance and creating an appropriate balance. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Cost Performance Baseline The authorized budget for the project used to measure, monitor and control overall cost performance. All three factors -scope, cost and schedule- must be integrated at all times in the performance measurement baseline (PMB). Adapted from PMCDP Glossary/ DOE O 413.3B
Cost Performance Index CPI Cost performance index indicates how much effort, efficiency, or return of value received for every dollar spent. CPI = BCWP / ACWP. DOE G 413.3-10A
Cost Performance Report CPR See Contractor Performance Report (which is the current term).
Cost Processor Software system used to budget, collect, report, and manage project costs. Also known as a Cost and Project Management Accounting System. developed from GAO Cost Guide
Cost- Reimbursement Contract CR (contract) A contract that provides for payment of allowable incurred costs, to the extent prescribed in the contract. These contracts establish an estimate of total cost for the purpose of obligating funds and establishing a ceiling that the contractor may not exceed (except at its own risk) without the approval of the Contracting Officer. As described at FAR 16.301-1
Cost Variance CV A metric for the financial performance on a project over a period of time, as of a specific date. It is the difference between earned value, or budgeted cost of work performed (BCWP), and the actual cost, or actual cost of work performed (ACWP). A metric for showing cost performance derived from earned value data. It is the algebraic difference between earned value and actual cost (cost variance = earned value - actual cost.) A positive value indicates a favorable condition and a negative value indicates an unfavorable condition. It may be expressed as a value for a specific period of time or cumulative to date. Modified from ANSI/EIA 748 Current Version,DOD Earned Value Implementation Guide, Oct 2006
Cost-Benefit Analysis A systematic, quantitative method of assessing the desirability of government projects or policies when it is important to take a long view of future effects and a broad view of possible side-effects. Derived from DOE G 413.3-21
Cost-Effectiveness A systematic quantitative method for comparing the costs of alternative means of achieving the same stream of benefits or a given objective. OMB Circular A-94, App A
Cost-Effectiveness Analysis (also Cost-Effective Analysis) CEA An evaluation conducted whenever it is unnecessary or impractical to consider the dollar value of the benefits provided by the alternatives under consideration when: each alternative has the same annual benefits expressed in monetary terms; or, each alternative has the same annual effects, but dollar values cannot be assigned to their benefits. Analysis of alternative projects often falls into this category. Cost-effective (effectiveness) analysis can also be used to compare projects with identical costs but differing benefits. In this case, the decision criterion is the discounted present value of benefits. The alternative program with the largest benefits would normally be favored. Derived from GAO-09-3SP and DOE G 413.3-21
Cost-Plus Award Fee Contract CPAF (contract) A cost-reimbursement contract that provides for a fee consisting of (a) A base amount fixed at inception of the contract, if applicable and at the discretion of the CO, and (b) An award amount that the contractor may earn in whole or in part during performance and that is sufficient to provide motivation for excellence in areas of cost, schedule and technical performance, such as quality, timeliness, technical ingenuity, and cost- effective management. The amount of the award fee to be paid is determined by the designated Fee- Determining Official (FDO) who reviews the recommendations of the Award-Fee Board in determining the amount of award fee to be earned by the contractor for each evaluation period. As described at FAR 16.405-2(a)
Cost-Plus-Fixed- Fee Contract CPFF (contract) A cost-reimbursement contract that provides for payment to the contractor of a negotiated fee that is fixed at the inception of the contract. The fixed fee does not vary with actual cost, but may be adjusted as a result of changes in the work to be performed under the contract. This contract type permits contracting for efforts that might otherwise present too great a risk to contractors, but it provides the contractor only a minimum incentive to control costs. As described at FAR 16.306(a))
Cost-Plus-Incentive-Fee Contract CPIF (contract) A cost-reimbursement contract that provides for the initially negotiated fee to be adjusted later by a formula based on the relationship of total allowable costs to total target costs. This contract type specifies a target cost, a target fee, minimum and maximum fees, and a fee adjustment formula. After contract performance, the fee payable to the contractor is determined in accordance with the formula. The formula provides, within limits, for increases in fee above target fee when total allowable costs are less than target costs, and decreases in fee below target fee when total allowable costs exceed target costs. This increase or decrease is intended to provide an incentive for the contractor to manage the contract effectively. When total allowable cost is greater than or less than the range of costs within which the fee-adjustment formula operates, the contractor is paid total allowable costs, plus the minimum or maximum fee. As described at FAR 16.405-1(a)
Cost-Sharing Contract A cost-reimbursement contract in which the contractor receives no fee and is reimbursed only for an agreed-upon portion of its allowable costs. May be used when the contractor agrees to absorb a portion of the costs, in the expectation of substantial compensating benefits. as described in FAR 16.303
Crashing A schedule compression method in which additional resources are assigned to one or more activities in order to complete the work more quickly. This method usually completes the project quicker but increases project costs. Also known as Schedule Crashing. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Critical Activity A discrete work package, planning package, or lower level task/activity that resides on the Integrated Master Schedule (IMS) critical path. (IP2M METRR EVMS Glossary) DOD 2019; NDIA 2018a
Critical Decision CD A formal determination made by the SAE or AE at a specific point during the project that allows the project to proceed to the next phase or CD. DOE O 413.3B
Critical Decision-0, Approve Mission Need CD-0 Approval of CD-0 formally establishes a project and begins the process of conceptual planning and design used to develop alternativeconcepts and functional requirements. Additionally, CD-0 approval allows the Programto request PED funds for use in preliminary design, final design and baselinedevelopment. DOE O 413.3B
Critical Decision-1 Range Estimate OR Critical Decision (CD)-1 Range Estimate A cost and schedule range estimate that accompanies or is a part of the conceptual design report at CD-1, Approve Alternative Selection and Cost Range. The cost and schedule ranges reflect project risks or uncertainties associated with the selected alternative. The low ends of the ranges reflect an optimistic view of the risks and uncertainties. The high ends of the ranges reflect a pessimistic view of the risks and uncertainties. The range estimate is approved by the AE. DOE G 413.3-20
Critical Decision-1, Approve Alternative Selection and Cost Range CD-1 CD-1 approval marks the completion of the project Definition Phase and the conceptual design. Approval of CD-1provides the authorization to begin the project Execution Phase and allows PED funds tobe used. DOE O 413.3B
Critical Decision-2, Approve Performance Baseline CD-2 CD-2 approval marks the approval of theperformance baseline and requires the completion of preliminary design for all projects.It also requires the completion of final design for Hazard Category 1, 2, and 3 nuclearfacilities. It is the first major milestone in the project Execution Phase. Approval of CD-2authorizes submission of a budget request for the TPC. DOE O 413.3B
Critical Decision-3, Approve Start of Construction CD-3 CD-3 provides authorization to complete allprocurement and construction and/or implementation activities and initiate all acceptanceand turnover activities. Approval of CD-3 authorizes the project to commit all theresources necessary, within the funds provided, to execute the project. DOE O 413.3B
Critical Decision-3A, Long-Lead Procurement or Phased Implementation of CD-3 CD-3A The formal milestone that provides authorization to initiate long-lead procurement or start a construction phase as planned in a phased project using a tailored approach. Derived from DOE O 413.3B
Critical Decision-4, Approve Start of Operations or Project Completion CD-4 CD-4 approval marks the achievement of the completion criteria (i.e., KPPs) defined in the PEP (or in the PRD, forNNSA projects), and if applicable, subsequent approval of transition to operations. DOE O 413.3B
Critical Item CI A critical item is material that may or may not be a high dollar value item yet if not tracked, could impact the critical path. They are high risk items, based on such criteria as sole source/limited availability, safety, quality, or environmental impact, etc. (IP2M METRR EVMS Glossary) NDIA 2018c; CMI 2021
Critical Path CP A sequence of discrete tasks/activities in the network that has the longest total duration through the contract or project. Discrete task/activities along the critical path have the least amount of float/slack. Activities that contain "0" or negative total float are not by default the critical path. The critical path calculation is based on relationships, lead/lag times, durations, constraints, and status. Excessive constraints and incomplete, incorrect, or overly constrained logic shall be avoided because they can skew the critical path. DI-MGMT-81861 IPMR DOE Version 20140211
Critical Path Method CPM A schedule analysis technique for managing a project's schedule that uses a forward pass, backward pass and float analysis to document all paths through the Project Schedule Network Diagram. The purpose of this technique is to identify the critical path. See Critical Path. DI-MGMT-81861 IPMR DOE Version 20140211
Critical Path Schedule CPS A schedule view showing the critical path. (See critical path, CPM and schedule definitions). APM
Critical Success Factors DOE?s four factors that focus on project management goals that should lead to success: improving communications and trust; align human resources; make everyone responsible for environment, safety, and health; and, use management practices that achieve measurable results. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Critical Technology Element CTE A technology element is "critical" if the system being acquired depends on the technology element to meet operational requirements being acquired (with acceptable development, cost and schedule; and with acceptable production and operations costs) and if the technology element or its application is either new or novel. DOE G 413.3-4A
Cumulative CUM Refers to reporting the summation of BCWS, BCWP, and/or ACWP from the initial reporting through the end of the current reporting period. (3) Derived from EPASOP
Cumulative Distribution Function CDF A statistical function based on the accumulation of the probabilistic likelihood of occurrences. For DOE risk analysis, it represents the likelihood that at a given percentage the project cost or duration will be at or below a given value. As an example, the x-axis might represent the range of potential project cost values evaluated by the Monte Carlo simulation and the y-axis represents the project's probability of completion. Also knows as an S-Curve. DOE G 413.3-7A / DOE G 413.3-21
Current Period The open accounting period in which the contract is currently executing, i.e., time now. (IP2M METRR EVMS Glossary) DOD 2019
Current Rates Current Rates are the contractors? approved or proposed rates for the fiscal year. Current rates are those that are used to establish the Performance Measurement Baseline (PMB) or to incorporate new scope into the PMB. The Current rates represent the optimal available information known at the time for establishing a baseline for valid performance measurement. (IP2M METRR EVMS Glossary) DOD 2019
Customer The government, commercial organization, or other entity for which one or more projects/programs are being executed. (IP2M METRR EVMS Glossary) NDIA 2018a
Customer?s Contingency Reserve In establishing the total project/program cost, the customer should account for technical and programmatic risks within the project/program scope but outside the scope of the contract(s). It is important to account for these technical and programmatic risks by establishing a customer contingency reserve which would be placed on the contract as those risks are realized. The customer?s contingency reserve is a budget above the Contract Budget Base (CBB) and controlled by the customer as delineated in the Project/Program Execution Plan. The difference between contingency reserve and management reserve is that contingency reserve is used for identified risks, while management reserve is for unidentified risks. (IP2M METRR EVMS Glossary) DOE 2012; Usmani 2012
Davis-Bacon Act Provides that contracts in excess of $2,000 to which the United States or the District of Columbia is a party for construction, alteration, or repair (including painting and decorating) of public buildings or public works within the United States, must contain a clause that no laborer or mechanic employed directly upon the site of the work must receive less than the prevailing wage rates as determined by the Secretary of Labor. as described in FAR 22.403-1
Deactivation The process of placing a facility in a stable and known condition including the removal of hazardous and radioactive materials to ensure adequate protection of the worker, public health and safety, and the environment, thereby limiting the long-term cost of surveillance and maintenance. Actions include the removal of fuel, draining and/or de-energizing nonessential systems, removal of stored radioactive and hazardous materials, and related actions. Deactivation does not include all decontamination necessary for the dismantlement and demolition phase of decommissioning, e.g., removal of contamination remaining in the fixed structures and equipment after deactivation. DOE O 413.3B
Deactivation, Decontamination, Dismantlement & Restoration DDDR A grouping of activities at the end of the project life cycle. See individual terms for specific definitions. Office of Project Management (PM)
Decision Analysis Process for assisting decision makers in capturing judgments about risks as probability distributions, having single value measure, and putting these together with expected value calculations. DOE G 413.3-7A
Decision Point The decision point represents the point on a decision tree analysis in which the tree branches out, representing two or more scenarios, or decisions. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Decision Tree Analysis A diagram that describes the different decisions under consideration and the impacts of choosing one or the other. This method is usually performed in order to plot the impact of a decision against future scenarios or outcomes in which there is a great deal of uncertainty. The goal of a decision point analysis is to identify a solution that will come closest to producing the desired outcome. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Decommissioning Takes place after deactivation and includes surveillance and maintenance, decontamination and/or dismantlement. These actions are taken at the end of the life of a facility to retire it from service with adequate regard for the health and safety of workers and the public and for the protection of the environment. The ultimate goal of decommissioning is unrestricted release or restricted use of the site. DOE O 413.3B
Decomposition A planning technique used during WBS development in which the project's scope and activities/deliverables, etc., are subdivided into smaller, more manageable tasks/components. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Decontamination The removal or reduction of residual chemical, biological, or radiological contaminants and hazardous materials by mechanical, chemical or other techniques to achieve a stated objective or end condition. DOE O 413.3B
Decontamination & Decommissioning D&D A closure process used for facilities that have no current or future mission. See individual definitions above for each specific term.
Define Activities Process Part of the PMI's Project Time Management Process, the Define Activities Process includes all processes involved in identifying the specific actions to be performed to produce the project's deliverables. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Define Scope Process Part of the Project Scope Management Process, the Define Scope Process is the process of developing a detailed description of the project or product being executed/developed. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Deliverable (or Project Deliverable) Any specific, unique and verifiable product, result or capability to perform a service that must be provided to complete a process, phase or a project. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Delphi Technique Technique used to gather information used to reach consensus within a group of subject matter experts on a particular item. Generally a questionnaire is used on an agreed set of items regarding the matter to be decided. Responses are summarized, further comments elicited. The process is often repeated several times. Technique is used to reduce bias in the data and to reduce the bias of one person, one voice. DOE G 413.3-7A
Demolition Destruction and removal of physical facilities or systems. DOE O 413.3B
Design In construction, defining the construction requirement (including the functional relationships and technical systems to be used, such as architectural, environmental, structural, electrical, mechanical, and fire protection), producing the technical specifications and drawings, and preparing the construction cost estimate. FAR 36.102
Design Agency The organization responsible for developing design outputs implementing requirements established by the design authority. DOE G 413.3-23
Design Authority (For nuclear facilities only). The engineer designated by the PME to be responsible for establishing the design requirements and ensuring that design output documentation appropriately and accurately reflect the design basis. The Design Authority is responsible for design control and ultimate technical adequacy of the design process. These responsibilities are applicable whether the process is conducted fully in-house, partially contracted to outside organizations, or fully contracted to outside organizations. The Design Authority may delegate design work, but not its responsibilities. DOE O 413.3B
Design Authority (For all facilities) The Design Authority is the individual who formally signs off on the design drawings, calculations, and specifications. The design authority is responsible for assuring the technical adequacy of the design. These responsibilities are applicable whether the process is conducted in-house, partially contracted to outside organizations, or fully contracted to outside organizations. DOE STD 1073
Design Authority (for nuclear facilities only) DA The engineer designated by the PME to be responsible for establishing the design requirements and ensuring that design output documentation appropriately and accurately reflect the design basis. The Design Authority is responsible for design control and ultimate technical adequacy of the design process. These responsibilities are applicable whether the process is conducted fully in-house, partially contracted to outside organizations, or fully contracted to outside organizations. The Design Authority may delegate design work, but not its responsibilities. DOE O 413.3B
Design Features The specific attributes of a nuclear facility specified in the technical safety requirements that, if altered or modified, would have a significant effect on safe operation. 10 CFR 830.3
Design Maturity The status of completion or development of the engineering work on the project. Adpated from DOE O 413.3B
Design Review DR A formal and documented management technique used primarily to conduct a thorough evaluation of a proposed design in order to determine whether or not the proposed design meets the project requirements set forth by the customer, as well as to determine whether the proposed design will be fully functional. DOE O 413.3B
Design verification The process of tracing design requirements to placed scope through analysis, inspection, testing, or other specified approach. DOE G 413.3-23
Design-Bid-Build DBB A project delivery method whereby design and construction are separate contracts. DOE O 413.3B
Design-Build DB A project delivery method whereby design and construction contracts are combined. It is important that specific flow down requirements specified in requests for proposals to subcontractors, especially for firm fixed-price subcontracts, to insure implementation of the principles from this Order for effective performance measurement of the subcontractors' scope of work. DOE O 413.3B
Design-to-Cost A concept that establishes cost elements as management goals to achieve the best balance between life-cycle cost, acceptable performance, and schedule. Under this concept, cost is a design constraint during the design and development phases and a management discipline throughout the acquisition and operation of the system or equipment. FAR 2.101
Detail Planning The act of defining the scope, schedule and budget of a planning package into more detailed work packages with earned value techniques. Or the act of further defining the scope, schedule and budget of a SLPP into more detailed control accounts. (IP2M METRR EVMS Glossary) DOD 2019; NDIA 2018a
Develop Schedule Process Part of the PMI's Project Time Management Process, the Develop Schedule Process includes all processes involved in the analysis of activity sequences, durations, resource requirements and schedule constraints to create the project schedule. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Deviation Occurs when the TPC, CD-4 completion date, or performance and scope parameters, defined by the approved PB at CD-2, cannot be met. DOE O 413.3B
Directed Change DC A change caused by some DOE policy directives (such as those that have force and effect of law and regulation), regulatory, or statutory action and is initiated by entities external to the Department, to include external funding reductions. DOE O 413.3B
Discount Rate The interest rate used in calculating the present value of expected yearly benefits and costs (see definitions for nominal interest rate and real interest rate). Derived from DOE G 413.3-21
Discrete Effort Tasks that are related to the completion of specific end products or services, which can be separately planned and measured. (Also may be known as work packaged effort.) NDIA 2018a; DOD 2019; SAE 2019
Discrete Probability Distribution A probability distribution that represents uncertain events that have a clear beginning and end but little to no significant duration. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Dismantlement The disassembly or demolition and removal of any structure, system or component during decommissioning and satisfactory interim or long-term disposal of the residue from all or portions of a facility. DOE O 413.3B
Disposal Final placement or destruction of toxic, radioactive, or other waste, surplus or banned pesticides or other chemicals, polluted soils and drums containing hazardous materials from removal actions or accidental releases. Disposal may be accomplished through use of approved, secure, regulated landfills, surface impoundments, land farming, deep well injection or incineration. DOE O 413.3B
Disposition Those activities that follow completion of program missions, including but not limited to, preparation for reuse, surveillance, maintenance, deactivation, decommissioning, and long-term stewardship. DOE O 430.1B provides implementation guidance for requirements specific to the disposition and long-term stewardship of contaminated, excess facilities. DOE O 413.3B
Documentation Reviews A formalized technique of data collection that involves the examination of existing project records or documents for the purpose of determining their relevance and adequacy. It is the initial step in the risk identification process and often includes a review of past projects for the purpose of identifying risk and/or lessons learned. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Documented Safety Analysis DSA A documented analysis of the extent to which a nuclear facility can be operated safely with respect to workers, the public, and the environment, including a description of the conditions, safe boundaries, and hazard controls that provide the basis for ensuring safety. 10 CFR 830.3
DOE Certifying Authority A process whereby the contractor conducts a self-assessment either (1) in assessing readiness for a Government-led certification, or (2) when all the capital asset projects include only TPCs between $20M and $50M and if the contractor is not already certified. The FPD is responsible as stated in DOE O 413.3B to ensure that the self-certification is conducted. FPD/site office oversight of the self-certification is preferred as the means to gain confidence in the contractor's EVMS implementation. Derived from DOE G 413.3-10B
DOE Elements First tier organizations at Headquarters and in the field (field includes all operations offices and field offices including site offices, service centers, and energy technology centers). Derived from DOE O 430.1C
Due Date The date a milestone or task is scheduled to be completed. (IP2M METRR EVMS Glossary) SAE 2019
Driving Path The longest continuous sequence of tasks driving a selected interim contract or project/program event. Discrete tasks/activities on the driving path have the least amount of total float/slack to the interim contract milestone. A driving path may or may not be on the project/program?s critical path. Related terms: Critical Path, Near-Critical Path, and Near Driving Path(s). (IP2M METRR EVMS Glossary) NDIA 2018a; DOD 2019
Early Finish (Time/Date) EF In the critical path method, represents the earliest possible point in time (date) in which the uncompleted portions of a project activity can finish, based on the schedule network logic and/or any schedule constraints, etc. Modified from PMCDP Glossary
Early Start (Time/Date) ES In the critical path method, represents the earliest possible point in time (date) in which the uncompleted portions of a project activity can start, based on the schedule network logic and/or any schedule constraints, etc. Modified from PMCDP Glossary
Early Start / Early Finish The earliest possible start or finish date for an Integrated Master Schedule (IMS) activity. (IP2M METRR EVMS Glossary) NDIA 2018a
Earned Schedule ES The amount of time originally planned, according to the spread of the Budgeted Cost for Work Scheduled (BCWS), to reach the current total of Budgeted Cost for Work Performed (BCWP). In a broad sense, earned schedule is also an analytical technique that uses the exact same data as Earned Value Management (EVM), except the resulting schedule indicators are time-based, not cost-based. (IP2M METRR EVMS Glossary) NDIA 2018a
Earned Value EV The budgeted amount of work actually accomplished in a given time. Simply defined, Earned Value represents the worth of work accomplished during the period. Earned Value is the value of completed work expressed in terms of the budget assigned to that work, also referred to as Budgeted Cost for Work Performed (BCWP). DOE O 413.3B modified and ANSI/EIA 748-D. See Gold Card.
Earned Value Management EVM A project performance method that utilizes an integrated set of performance measurements (e.g., scope, cost and schedule) to assess and measure project performance and progress, and estimate cost and schedule impacts at completion. DOE O 413.3B
Earned Value Management System EVMS An integrated set of policies, procedures and practices (a) to objectively track true performance on a project or program and (b) necessary to provide reliable and accurate project and program information to support project management as a decision making tool and a critical component of risk management. EVMS represents an integration approach that is able to provide an early warning of performance problems while enhancing leadership decisions for successful corrective action. DOE O 413.3B and DOE G 413.3-10B combined and modified
Earned Value Management System (EVMS) budgeting tool An EVMS budgeting tool is a specialized EVMS tool that integrates cost and schedule data for projects. By collecting data on actual costs and work performed, it can produce performance forecasts for projects. Capabilities include: Financial Calendar / fiscal period support, Element of Cost (EOC) support Direct rate table calculations with escalation rules, Indirect rate table calculations with escalation rules (Overhead, G&A, Cost of Money, Fee), Earned Value Techniques (Level of Effort, Apportioned Effort, Multiple discrete rules), Work Authorization and Change Control, Budget Logs with tracking and reconciliation of contract budget types (Distributed Budget, Undistributed Budget, Management Reserve, Total Allocated Budget, Control Budget Base), Related terms: budgeting tool, EVMS cost tool, and EVMS cost engine. (IP2M METRR EVMS Glossary) Breuker 2017; Eby 2017
Earned Value Management System (EVMS) Execution The EVMS execution phase includes change control, accounting, material management, indirect budget and cost management, analysis and management reporting. Risk management and subcontract management occur in both phases. NDIA 2018d
Earned Value Management System (EVMS) Implementation Phase In the context of this tool, the EVMS implementation phase includes processes such as organizing, planning and scheduling, budgeting and work authorization, and establishing the performance measurement baseline. NDIA 2018d
Earned Value Management System (EVMS) scheduling tool An EVMS scheduling tool is a software tool that facilitates the creation and maintenance of a project schedule and uses schedule analysis techniques such as the critical path method. The project schedule is the basis for assigning resources to project work. In an EVMS, the scheduling engine holds the baseline and the current schedule for the project. It?s imperative that the scheduling engine is closely integrated with the cost engine. Related term: scheduling engine. (IP2M METRR EVMS Glossary) Eby 2017
Earned Value Technique EVT A specific technique (e.g., Milestone Method, Percent Complete, 50/50, 0/100, Units Complete, Apportioned Effort, Level of Effort (LOE), etc.) selected to represent the measurement of work scope progress and accomplishment in a work package. (IP2M METRR EVMS Glossary) DOD 2019; NDIA 2018a
Economic Analysis Considers all costs and benefits (expenses and revenues) of a project, considering various economic assumptions made, such as inflation and discount rates. Derived from DOE G 413.3-21
Efficiency Measures While outcome measures provide valuable insight into program achievement, more of an outcome can be achieved with the same resources if an effective program increases its efficiency. Agencies are encouraged to develop efficiency measures. Efficiency gains may be described as maintaining a level of performance at a lower cost, improving performance levels at a lower cost, improving performance levels at the same cost, or improving performance levels to a much greater degree than costs are increased. Simply put, efficiency is the ratio of the outcome or output to the input of any program. OMB A-11 CPG
Electronic Industries Association ?748 (EIA?748) Standard that establishes the framework for a contractor's EVMS; consists of 32 Guidelines, used to determine compliance. (3) Derived from FAR Subpart 34.2 and 52.234; DOE Order 413.3B
Element of Cost EOC Product costs are decomposed into the elements of cost. These elements are comprised of labor, materials, subcontracts, other direct costs and overhead. EOCs represent the cost of products that are typical across industry. (IP2M METRR EVMS Glossary) DOD 2019; NDIA 2018a; SAE 2019
Enabling Assumption Identified risks that are totally outside the control of the project team and therefore cannot be managed (i.e., transferred, avoided, mitigated, or accepted). DOE G 413.3-7A
End-to-End problem resolution End-to-end problem-solving processes provides a framework for a group to approach problems of any size or scope. This means that problems are identified, worked, and closed out in a systematic manner. Related term: closed-loop problem-solving. (IP2M METRR EVMS Glossary) Research committee
Energy Savings Performance Contract ESPC Energy savings performance contract means a contract which provides for the performance of services for the design, acquisition, installation, testing, operation, and, where appropriate, maintenance and repair of an identified energy conservation measure or series of measures at one or more locations. ESPCs allow Federal agencies to accomplish energy savings projects without up-front capital costs and without special Congressional appropriations. The Energy Policy Act of 1992 (EPACT 1992) authorized Federal agencies to use innovative financing to implement energy conservation methods and energy efficiency technologies. Such contracts would be a type of alternative financing when used to finance a project. 10 CFR 436, Subpart B, Final Rule on Energy Savings Performance Contracts
Energy Systems Acquisition Advisory Board ESAAB Advises the SAE on CDs related to Major System Projects, site selection and PB deviation dispositions. DOE O 413.3B
Enterprise Resource Planning ERP A method for the effective planning of all resources of a manufacturing contractor. It integrates planning of all aspects (not just production) of a manufacturing firm. It includes functions such as business planning, production planning and scheduling, capacity requirement planning, job costing, financial management and forecasting, order processing, shop floor control, time and attendance, performance measurement, and sales and operations planning. Related term: Manufacturing/Enterprise Resource Planning (M/ERP) System. (IP2M METRR EVMS Glossary) DOD 2019
Environmental Remedial Action Plan ERAP Summarizes the remedial alternatives presented in the analysis of the feasibility study and identifies the preferred alternative and the rationale for selecting the preferred alternative. DOE O 413.3B
Equipment The systems and devices used throughout DOE and commonly referred to as equipment are divided into three categories (as used in DOE Order 580.1). It is the intent of this definition to separately identify the installed equipment that can logically be considered as an integral part of a real property improvement from other types of equipment. The purpose of such a determination is to provide a uniform basis for analysis of various maintenance and repair costs. A. INSTALLED EQUIPMENT. This category includes the mechanical and electrical systems that are installed as part of basic building construction and are essential to the normal functioning of the facility and its intended use. Examples are heating, ventilating, and air conditioning (HVAC) systems; elevators; and communications systems. B. PROGRAMMATIC EQUIPMENT. Equipment (both real and personal) dedicated for a specific programmatic use. Examples are accelerators, microscopes, radiation detection equipment, glove boxes, and hot cells. C. OTHER EQUIPMENT. Some examples in this category are office machines, vehicles and mobile equipment, helicopters, airplanes, and computers and other automated data processing equipment. Derived form DOE G 433.1-1A
Equipment Equipment means a tangible item that is functionally complete for its intended purpose, durable, nonexpendable, and needed for the performance of a contract. Equipment is not intended for sale, and does not ordinarily lose its identity or become a component part of another article when put into use. Equipment does not include material, real property, special test equipment or special tooling. FAR 45.101
Equivalencies Alternatives to how a requirement in a directive is fulfilled in cases where the "how" is specified. These represent an acceptable alternative approach to achieving the goal of the directive. Unless specified otherwise in the directive, Equivalencies are granted, in consultation with the OPI, by the Program Secretarial Officer or their designee, or in the case of the NNSA, by the Administrator or designee, and documented for the OPI in a memorandum. For those directives listed in Attachment 1 of DOE O 410.1, CTA concurrences are required prior to the granting of equivalencies. DOE O 413.3B
Escalation The provision in actual or estimated costs for an increase in the cost of equipment, material, labor, etc., due to continuing price level changes over time. Inflation may be a component of escalation, but non-monetary policy influences, such as supply-and-demand, are often components. Derived from DOE G 413.3-21A
Estimate Assessment of the most likely quantitative result. (Generally, it is applied to costs and durations with a confidence percentage indication of likelihood of its accuracy.) DOE G 413.3-7A
Estimate Activity Durations Process Part of the PMI's Project Time Management Process, the Estimate Activity Durations Process includes all processes involved in approximating the number of work periods needed to complete individual activities with estimated resources. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Estimate Activity Resources Process Part of the PMI's Project Time Management Process, the Estimate Activity Resources Process includes all processes involved in estimating the type and quantities of material, people, equipment or supplies needed to perform each activity. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Estimate-at-Completion EAC Actual cost of work completed to date plus the predicted costs and schedule for finishing the remaining work. The current estimated total cost for project authorized work. EAC equals the actual cost to a point in time plus the estimated costs to completion. (EAC=ACWP+ETC) DOE G 413.3-7A, DOE G 413.3-10B
Estimate Uncertainty The inherent accuracy of a cost or schedule estimate. Represents a function of the level of project definition that is available, the resources used (skill set and knowledge) and time spent to develop the cost estimate and schedule, and the data (e.g., vendor quotes, catalogue pricing, historical databases, etc.) and methodologies used to develop the cost estimate and schedule. Estimate Uncertainty is analyzed and included as a part of the contractor's Management Reserve. DOE G 413.3-7A
Estimated Actual(s) Values entered into the Earned Value Management System to represent direct costs for material and subcontracted items for which earned value has been taken but invoices or billings have not entered the accounting system. The estimated values are replaced in the EVMS with the recorded actual costs from the accounting system when they become available. Related terms: Estimated Actual Cost of Work Performed (ACWP) and estimated cost or cost estimate. (IP2M METRR EVMS Glossary) DOD 2019; NDIA 2018a; SAE 2019
Estimated Completion Date ECD Estimated date to complete all remaining work. Related term: forecast completion date. (IP2M METRR EVMS Glossary) NDIA 2018a
Estimated Useful Life Estimated useful life of an asset begins at the expected beneficial occupancy date or CD-4 equivalent milestone (such as construction completion or transition to operations) and ends when the asset is expected to no longer be in the Department's real property asset database. Facility Information Management System or FIMS
Estimate-to-Complete ETC Estimate of costs to complete all authorized work from a point in time to the end of the program/project or task. combined ANSI/EIA 748 -13 , DOE O 413.3B and DOE G 413.3-7A
Event Probability Represents the probability of occurrence for a specific event or scenario. Event probabilities are generally assigned to chance events when using a decision tree analysis to better predict the probability of outcome for a particular scenario/decision, or its impact or monetary end-result, depending on what exactly is being measured. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
EVM System Description The set or series of integrated process descriptions/procedures that describe a contractor's Earned Value Management System. (Reference 2 under SD) Derived from ECRSOP
EVMS Certification EC The determination that a Contractor's EVMS, on all applicable projects, is in full compliance with EIA-748C, or as required by the contract, and in accordance with FAR Subpart 52.234-4, EVMS. DOE O 413.3B
EVMS Surveillance ES The process of reviewing a Contractor's certified EVMS, on all applicable projects, to establish continuing compliance with EIA-748C, or as required by the contract, and in accordance with FAR Subpart 52.234-4, EVMS. Surveillance may also verify that EVMS use is properly implemented by the contractor. DOE O 413.3B
Exemptions The release from one or more requirements in a directive. Unless specified otherwise in the directive, Exemptions are granted, in consultation with the OPI, by the Program Secretarial Officer or their designee, or in the case of the NNSA, by the Administrator or designee, and documented for the OPI in a memorandum. For those directives listed in Attachment 1 of DOE O 410.1, CTA concurrences are required prior to the granting of exemptions. DOE O 413.3B
Expected Completion Date The date a scheduled milestone or task is currently expected to be completed. (IP2M METRR EVMS Glossary) SAE 2019
Expected Monetary Value EMV The total of the weighted outcomes (in monetary terms) associated with a decision. It is expressed mathematically as the product of an event's probability of occurrence and the monetary gain or loss that will result. (see also expected value) DI-MGMT-81861 IPMR DOE Version 20140211
Expected Monetary Value Analysis A modeling technique that calculates the average outcome when the future includes scenarios that may or may not happen, a situation also known as analysis under uncertainty. The EMV of opportunities is generally expressed as positive values, while risks produce a negative value. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Expected Value The expected value of a real-valued random variable gives a measure of the center of the distribution of the variable. In project management, expected value is generally used to determine the value of decision as it compares to the risk factors that may impact that decision, and is commonly calculated by multiplying the probability (P) of occurrence against the impact (I), or P x I. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Expert Interviews Process of seeking opinions or assistance on the project from subject matter experts (SMEs). DOE G 413.3-7A
Expert Judgment The process of using knowledgeable groups or individuals to assist in project decisions. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
External Event(s) Natural phenomena or man-caused hazards not related to the facility. (AKA "Act(s) of God") Derived from DOE G 450.4-1B
External Independent Review EIR A project review performed by personnel from the Office of Project Management (PM) and augmented by individuals outside DOE, primarily to support validation of either the Performance Baseline (CD-2) or Construction/Execution Readiness (CD-3). PM selects an appropriate group of subject matter experts in a contracted capacity to assist with these reviews. DOE O 413.3B
External Risks Risks outside the project control or global risks inherent in any project such as global economic downturns, trade difficulties affecting deliverables such as construction materials or political actions that are beyond the direct control of the project. DOE G 413.3-7A
External stakeholders External stakeholders are individuals or organizations who have influence on the project/program. They may include regulators, Indigenous peoples, local communities, state or provincial government, other government agencies and so forth. Research steering committee. (IP2M METRR EVMS Glossary) Research committee
Facilities Information Management System FIMS The Department's corporate database for real property. The system provides the Department with an accurate inventory and management tool that assists with planning and managing all real property assets. See DOE O 430.1B for additional information. DOE O 413.3B
Facility Any building, structure, or other improvement to real property including their functional systems and equipment; site development features such as landscaping, roads, walks, and parking areas; outside lighting and communications systems; central utility plants; utility supply and distribution systems; and other physical plant features. compiled from DOE O 430.1C,10 U.S.C. Sec. 2801(c) and DOE G 413.3.21A
Facility testing Testing done on groups of systems to demonstrate achievement of facility level requirements related to product quality, environmental impact, and production capacity or throughput. DOE G 413.3-23
Factory acceptance tests Inspection and static or dynamic testing of systems or major system components to support the qualification of an equipment system conducted and documented at the supplier site or facility. DOE G 413.3-23
FAR-Based (or FAR Part 15) Contract A Non-M&O Contract. This term is in use but is not exactly correct as it does not distinguish from an M&O contract, which is also a FAR -Based contract. However, many FAR provisions are not applicable to M&O contracts. derived from DOE G 413.3-20
Fast Tracking A schedule compression method in which project activities are performed in parallel that would have been normally been performed in sequence. This method general results in the project being completed quicker but increases risk. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Federal Acquisition Regulation FAR The principal set of rules in the Federal Acquisition Regulation System. This system consists of sets of regulations issued by agencies of the federal government of the United States to govern what is called the "acquisition process"; this is the process through which the government purchases ("acquires") goods and services. That process consists of three phases: (1) need recognition and acquisition planning, (2) contract formation, and (3) contract administration. The FAR System regulates the activities of government personnel in carrying out that process. It does not regulate the activities of private parties; however, its requirements may be implemented through contract terms and conditions which define the contractual obligations of those private parties who enter into Government contracts. The FAR is codified in Title 48 of the United States Code of Federal Regulations. It is issued pursuant to the Office of Federal Procurement Policy Act of 1974. Pub. L. 93-400 and Title 41 of the United States Code, Chapter 7. Statutory authority to issue and maintain the FAR resides with the Secretary of Defense, the Administrator of General Services, and the Administrator, National Aeronautics and Space Administration, 41 U.S.C. 421(c)(1), subject to the approval of the Administrator of Federal Procurement Policy, 41 U.S.C. 405.
Federal Program Manager FPM An individual in the headquarters organizational element responsible for managing a program and, until designation of the FPD, its assigned projects. They ensure that all the projects are properly phased, funded over time, and that each project manager is meeting their key milestones. They are the project manager's advocate, ensure proper resourcing and facilitate the execution process. They predict programmatic risks and put mitigation strategies in place so that projects are not affected. DOE O 413.3B
Federal Project Controls Manager FPCM The FPCM supports the FPD in preparation and review of project budgets, cost estimates, schedules, and basis of estimate documentation. The FPCM reviews contractor EVMS and other project reports and usually acts as the board secretary for the FPD Change Control Board (FCCB). DOE G 413.3-20
Federal Project Director FPD The individual certified under the Department's PMCDP as responsible and accountable to the AE or Program Secretarial Officer for project execution. Responsibilities include developing and maintaining the PEP; managing project resources; establishing and implementing management systems, including performance measurement systems; and approving and implementing changes to project baselines. DOE O 413.3B
Federal Project Director's Change Control Board FCCB The review body with authority for approving changes that is consistent with the project's baseline performance requirements, budgeted cost, and schedule. The FPD CCB is the lowest-level government CCB. CCB membership should include the project management, contracts representative, CFO representative, and Subject Matter Experts (SMEs) that support the project on technical matters. The CCB plays a critical role in managing change to the project's baseline and ensuring prospective changes are clearly defined, appropriate, and within the cost, schedule and performance parameters approved by the AE as specified in the PEP. DOE G 413.3-20
Feedback System concept where a portion of the output is fed back to the input. DOE G 413.3-7A
Final Design FD Completion of the design effort and production of all the approved design documentation necessary to permit procurement, construction, testing, checkout and turnover to proceed. DOE O 413.3B
Final Design Completion of the design effort and production of all the approved designdocumentation necessary to permit procurement, construction, testing, checkout andturnover to proceed. DOE O 413.3B
Final Safety Analysis Report FSAR See Documented Safety Analysis: Document submitted to and approved by DOE prior to the authorization to operate a new nuclear facility or that documents the adequacy of the safety analysis for an existing nuclear facility. DOE G 421.1-2A
Finish-to-Finish F-F Logical relationship between two project activities in which the completion of the work for a successor activity is dependent on the completion of the work for a predecessor activity. GAO-16-89G
Finish-to-Start F-S Logical relationship between two project activities in which the initiation of the work for a successor activity is dependent on the completion of the work for a predecessor activity. GAO-16-89G
Fire Hazards Analysis FHA A comprehensive assessment of the potential for a fire at any location to ensure that the possibility of injury to people or damage to buildings, equipment, or the environment is within acceptable limits (NFPA 801, Standard for Fire Protection for Facilities Handling Radioactive Materials). DOE G 413.3-12
Firm Fixed-Price Contract FFP (contract) A contract that provides for a price that is not subject to any adjustment on the basis of the contractor's cost experience in performing the contract. As described at FAR 16.202-1
Firm Fixed-Price, Level-of-Effort Term Contract Also referred to as fixed-price-level-of-effort contract. A contract that requires: a. The contractor to provide a specified level of effort, over a stated period of time, Contract on work that can be stated only in general terms; and b. The Government to pay the contractor a fixed dollar amount. as described in FAR 16.207-1
Fiscal Year FY The accounting period for which annual financial statements are regularly prepared, generally a period of 12 months, 52 weeks, or 53 weeks. (FAR 31.001) For US Gov't, fiscal years currently run 1 October to 30 September with the year number as of January, e.g. FY 2013, starts October 2012.
Fishbone Diagram Technique often referred to as cause and effect diagramming. Technique often used during brainstorming and other similar sessions to help identify root causes of an issue or risk. Structure used to diagram resembles that of a fish bone. DOE G 413.3-7A
Fixed Cost Costs which remain constant as production volume varies in the relevant range of production. Fixed cost per unit decreases as total fixed cost is spread over an increasing number of units. FAI Glossary
Fixed-Price Contract A contract that provides for a firm fixed-price or, in appropriate cases, an adjustable fixed-price. Fixed-price contracts providing for an adjustable price may include a ceiling price, a target price (including target cost), or both. Unless otherwise specified in the contract, the ceiling price or target price is subject to adjustment only by operation of contract clauses providing for an equitable adjustment or other revision of the contract price under stated circumstances. as described in FAR 16.201
Fixed-Price Contract with Award Fee A contract also referred to as fixed-price award-fee contract is used when the Government wishes to motivate a contractor and other incentives cannot be used because contractor performance cannot be measured objectively. Such contracts establish a fixed price (including normal profit) for the contract effort. This price will be paid for satisfactory contract performance. An award fee that will be paid (if earned) will be paid in addition to that fixed price. Periodic evaluation of the contractor?s performance against an award-fee plan to determine the amount of fee (if any) due the contractor. as described in FAR 16.404
Fixed-Price Contract with Economic Price Adjustment A contract that provides for upward and downward revision of the stated contract price upon the occurrence of specified contingencies. Economic price adjustments may be based on: Established prices, actual costs of labor or material, or cost indexes of labor or material. as described in FAR 16.203-1
Fixed-Price Incentive (Firm Target) Contract Also referred to as fixed-price incentive firm contract. A contract that specifies a target cost, a target profit, a price ceiling (but not a profit ceiling or floor), and a profit adjustment formula. These elements are all negotiated at the outset. The price ceiling is the maximum that may be paid to the contractor, except for any adjustment under other contract clauses. When the contractor completes performance, the parties negotiate the final cost, and the final price is established by applying the formula. When the final cost is less than the target cost, application of the formula results in a final profit greater than the target profit; conversely, when final cost is more than target cost, application of the formula results in a final profit less than the target profit, or even a net loss. If the final negotiated cost exceeds the price ceiling, the contractor absorbs the difference as a loss. as described in FAR 16.403-1(a)
Fixed-Price Incentive (Successive Targets) Contract A contract that: a. Specifies the following elements, all of which are negotiated at the outset: (1) An initial target cost. (2) An initial target profit. (3) An initial profit adjustment formula to be used for establishing the firm target profit, including a ceiling and floor for the firm target profit. (This formula normally provides for a lesser degree of contractor cost responsibility than would a formula for establishing final profit and price.) (4) The production point at which the firm target cost and firm target profit will be negotiated (usually before delivery or shop completion of the first item). (5) A ceiling price that is the maximum that may be paid to the contractor, except for any adjustment under other contract clauses providing for equitable adjustment or other revision of the contract price under stated circumstances. b. When the production point specified in the contract is reached, the parties negotiate the firm target cost, giving consideration to cost experience under the contract and other pertinent factors. The firm target profit is established by the formula. At this point, the parties have two alternatives, as follows: (1) They may negotiate a firm fixed-price, using the firm target cost plus the firm target profit as a guide. (2) If negotiation of a firm fixed-price is inappropriate, they may negotiate a formula for establishing the final price using the firm target cost and firm target profit. The final cost is then negotiated at completion, and the final profit is established by formula, as under the fixed-price incentive (firm target) contract. as described in FAR 16.403-2(a)
Fixed-Price Incentive Contract A fixed-price contract that provides for adjusting profit and establishing the final contract price by application of a formula based on the relationship of total final negotiated cost to total target cost. The final price is subject to a price ceiling, negotiated at the outset. The two forms of fixed-price incentive contracts are firm target and successive targets. as described in FAR 16.403(a)
Float Ambiguous term. See Free Float or Total Float. {PMCDP Glossary term. Need to be more precise for defining this single term as float; such as total float or free float.} (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Focus Group A requirements collection technique in which a group of stakeholders is brought together to discuss the project and to learn more about their expectations. Focus groups are generally led by a moderator and can help to produce better information and feedback about stakeholder needs and requirements. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Forecast IMS The contractor forecast schedule of the project is the statused baseline IMS. The contractor forecast schedule is scheduled (e.g., F9 for P6) at the end of each reporting period and reflects the current data date of the project. Contractor Project performance (CPP) Upload Requirements for Project Assessment and Reporting System (PARS)
Forward Pass The calculation of early start and early finish times for the uncompleted portions of all project schedule network activities. The forward pass is part of the critical path method and starts with the first project schedule network activity and logically works forward to the finish node. It is paired with a backward pass to determine activity and project float, the number of paths through a project schedule network, the length of time needed to complete each of the paths, and the project's critical path(s). (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Forward Pricing Rate Agreement FPRA A written agreement negotiated between a contractor and the Government to make certain rates available during a specified period for use in pricing contracts or modifications. These rates represent reasonable projections of specific costs that are not easily estimated for, identified with, or generated by a specific contract, contract end item, or task. These projections may include rates for such things as labor, indirect costs, material obsolescence and usage, spare parts provisioning, and material handling. FAR 2.101
Forward Pricing Rate Agreement A written agreement negotiated between a contractor and the Government to make certain rates available during a specified period for use in pricing contracts or modifications. These rates represent reasonable projections of specific costs that are not easily estimated for, identified with, or generated by a specific contract, contract end item, or task. These projections may include rates for such things as labor, indirect costs, material obsolescence and usage, spare parts provisioning, and material handling. FAR 2.101
Free Float Free float is the portion of an activity's total float that is available before the activity's delay affects its immediate successor. GAO-12-12OG
Free Float The amount of time a project activity may be delayed without impacting the start of any other activities. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary-emphasis added
Free on Board FOB A term used in conjunction with a physical point to determine: (a) The responsibility and basis for payment of freight charges; and (b) Unless otherwise agreed, the point at which title for goods passes to the buyer or consignee. Common Term
Full Cost All direct and indirect costs to any part of the Federal Government of providing goods, resources, and services (OMB Circular A-25: User Charges (July 8, 1993)). The total amount of resources used to produce the output. More specifically, the full cost of an output produced by a responsibility segment is the sum of: (1) the costs of resources consumed by the responsibility segment that directly or indirectly contribute to the output; and (2) the costs of identifiable supporting services provided by other responsibility segments within the reporting entity and by other reporting entities. SFFAS No. 4, Managerial Cost Accounting Standards and Concepts
Full-Time Equivalents FTEs Reflects the total number of regular straight-time hours (i.e., not including overtime or holiday hours) worked by employees divided by the number of compensable hours applicable to each fiscal year. Annual leave, sick leave, and compensatory time off and other approved leave categories are considered to be "hours worked" for purposes of defining FTE employment. GAO-05- 734SP Glossary
Functional Manager Sometimes referred to as a "line manager," a person with management authority over an organizational unit within a functional organization, or a manager of any group that is responsible for making a product or performing a service. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Functional Project Organization A hierarchical organization where an employee has one clear supervisor and staff is organized by areas of specialization and function. Each area of specialization is managed by a person with expertise in that area. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Functional Requirement Contract requirement stated in terms of the objectives that must be achieved under the contract. Each offeror is permitted to define how those objectives will be achieved in its contract proposal. FAI Glossary
Funding There are two types of funding for projects: (1) Full funding means that appropriations are enacted that are sufficient in total to complete a useful segment of a capital project (investment) before any obligations may be incurred for that segment. When capital projects (investments) or useful segments are incrementally funded, without certainty if or when future funding will be available, it can result in poor planning, acquisition of assets not fully justified, higher acquisition costs, projects (investments) delays, cancellation of major projects (investments), the loss of sunk costs, or inadequate funding to maintain and operate the assets. Budget requests for full acquisition propose for full funding. (2) Incremental (annual) funding means that appropriations are enacted that only fund an annual or other part of a useful segment of a capital project (investment). OMB or the Congress may change the agency's request for full finding to incremental funding in order to accommodate more projects in a year than would be allowed with full funding. OMB A-11 CPG
Funding Profile FP A representation of the project funding over the life of the project. It is part of the PME decision and any decremental change requires PME approval. DOE O 413.3B
Gantt Chart A graph in which horizontal lines show the actual and projected amounts of time involved in completing a particular task or reaching specific levels of production. A scheduling chart. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
General and Administrative Expense G&A (expense) Any management, financial, and other expense which is incurred by or allocated to a business unit and which is for the general management and administration of the business unit as a whole. G&A expense does not include those management expenses whose beneficial or causal relationship to cost objectives can be more directly measured by a base other than a cost input base representing the total activity of a business unit during a cost accounting period. FAR 2.101
General and Administrative Rate G&A (rate) The indirect cost rate used by a concern to recover G&A Expense. G&A is any management, financial, and other expense which is incurred by or allocated to a business unit and which is for the general management and administration of the business unit as a whole. FAI Glossary
General Ledger A complete record of financial transactions over the life of a company. The general ledger holds account information that is needed to prepare financial statements, and includes accounts for assets, liabilities, owners' equity, revenues, and expenses. (IP2M METRR EVMS Glossary) DOD 2019; NDIA 2018a
Government Furnished Equipment GFE A tangible item provided by the Government in a contract that is functionally complete for its intended purpose, durable, nonexpendable, and needed for the performance of a contract. Equipment is not intended for sale, and does not ordinarily lose its identity or become a component part of another article when put into use. Equipment does not include material, real property, special test equipment or special tooling. Note: equipment can include assemblies, components, parts, and engineered items. Adapted from FAR 45.101
Government Furnished Material GFM Material furnished by the Government consumed or expended in performance of a contract, component parts of a higher assembly, or items that lose their individual identity through incorporation into an end- item. Material does not include equipment, special tooling, special test equipment or real property. Property includes assemblies, components, parts, raw and processed materials, and small tools and supplies. Adapted from FAR 45.101 and 45.301
Government Furnished Property GFP Property in the possession of, or directly acquired by, the Government and subsequently furnished to the contractor for performance of a contract. Government- furnished property includes, but is not limited to, spares and property furnished for repair, maintenance, overhaul, or modification. Government-furnished property also includes contractor-acquired property if the contractor-acquired property is a deliverable under a cost contract when accepted by the Government for continued use under the contract. FAR 45.101
Government Other Direct Costs ODC Government costs independent of the Prime contract that are needed for the project such as budget for contingency, government furnished services, items and equipment, government supplied utilities (if directly metered), and applicable waste disposal fees. DOE G 413.3-21
Government Other Direct Costs Government Costs that are needed for the project such as government furnished services, items and equipment, government supplied utilities (if directly metered), and applicable waste disposal fees. DOE G 413.3-7A
Graded Approach A reduced level of effort or detail in a project to the degree needed to satisfy requirements. For projects involving existing missions or assets a graded approach may be more appropriate than for those involving new missions or capabilities. The Graded Approach is usually documented in the PEP and approved by the AE. For example, substituting an equivalent document or addressing multiple requirements in a single document may be acceptable. For project reviews, a graded approach could involve fewer technical reviewers or reduced lines of inquiry. For nuclear projects, the use of a graded approach to documentation for nuclear facility construction is addressed by DOE G 413.3-2. The process of ensuring that the levels of analyses, documentation, and actions used to comply with requirements are commensurate with:(1) the relative importance to safety, safeguards, and security;(2) the magnitude of any hazard involved; (3) the life-cycle stage of a facility or item; (4) the programmatic mission of a facility; (5) the particular characteristics of a facility or item; (6) the relative importance to radiological and non-radiological hazards; and ,(7) any other relevant factors. (10 C.F.R. 830.3) DOE O 414.1D
Grooming See component testing. DOE G 413.3-23
Guide Guides provide acceptable, but not mandatory, means for complying with requirements of an Order or rule. Guides must not impose requirements but may quote requirements if the sources are adequately cited. Alternate methods may be used if it can be demonstrated that they provide equivalent or better level of performance. DOE O 251.1D
Hard Constraint A hard constraint does not allow the logic to drive the schedule on the constrained task. (IP2M METRR EVMS Glossary) NDIA 2018a
Hazard A source of danger (i.e., material, energy source, or operation) with the potential to cause illness, injury, or death to personnel or damage to a facility or to the environment (without regard to the likelihood or credibility of accident scenarios or consequence mitigation). 10 C.F.R. ? 830.3
Hazard Category HAZ CAT The consequences of unmitigated releases of radioactive and/or hazardous material are evaluated and classified by the following hazard categories: CATEGORY 1. The hazard analysis shows the potential for significant offsite consequences. CATEGORY 2. The hazard analysis shows the potential for significant onsite consequences. CATEGORY 3. The hazard analysis shows the potential for only significant localized consequences. DOE O 425.1D
Hazard Controls Measures to eliminate, limit, or mitigate hazards to workers, the public, or the environment, including: (1) physical, design, structural, and engineering features; (2) safety structures, systems, and components (SSCs); (3) safety management programs; (4) technical safety requirements; and (5) other controls necessary to provide adequate protection from hazards. 10 C.F.R. ? 830.3
Hazards Analysis HA This analysis supports PDSA development during Preliminary and Final Design and identifies the types and magnitudes of hazards that are anticipated in the facility. This level of hazard analysis expands the PHA to include evaluation of the process hazards. DOE G 413.3-12
Head of Contracting Activity HCA The official who has overall responsibility for managing the contracting activity. This official is delegated HCA authority from the DOE Senior Procurement Executive or the NNSA Senior Procurement Executive. This formal delegation prescribes the specific source and scope of the HCA's authority with respect to that individual's contracting actions. HCA delegations are unique and specific to an individual in a program or field activity, based on mission, workload, performance and other factors considered by the DOE Senior Procurement Executive or the NNSA Senior Procurement Executive. FAR 2.101, first sentence; DOE G 413.3-20
High Fidelity A representative of the component or system that addresses form, fit and function. A high-fidelity laboratory environment would involve testing with equipment that can simulate and validate all system specification within a laboratory setting. DOE G 413.3-4A
High Performance and Sustainable Building HPSB Facility complies with the Guiding Principles for Federal Leadership in High Performance and Sustainable Buildings (Guiding Principles):Employ integrated design Principles; Optimize energy performance; Protect and conserve water; Enhance indoor environmental quality; and Reduce environmental impact of materials. Guiding Principles for Sustainable Federal Buildings (CEQ-OFS-2020-1)
Historical Cost Information A database of information from completed projects normalized to some standard (geographical, national average, etc.) and time-based (e.g., brought to current year data) using historical cost indices. Derived from DOE G 413.3-21
Horizontal Integration The logical relationships and time-phasing between tasks and milestones from program start to finish. (IP2M METRR EVMS Glossary) DOD 2019
Hot Commissioning HC The processing of a minimal acceptable sample of an actual material to obtain the desired performance output during the startup and testing phase of a chemical or nuclear processing facility. DOE O 413.3B
Hotel Loads A term used to identify the cost associated with level-of-effort activities and costs that will be incurred until a given piece of work is complete. These costs can include the costs for project management and administration and other direct costs associated with generic facilities, rentals, and other indirect costs that are not part of the direct production activities. DOE G 413.3-7A
Identify Risks Process Part of the PMI?s Project Risk Management Process. The Identify Risks Process is a planning process in which all risks (positive or negative) are identified that could impact a project. The Identify Risk Process is an iterative process and it involves all the stakeholders. Risks are identified and re-evaluated during all phases of a project. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) adapted from PMCDP Glossary
Impact of Risk The consequence of the risk on one or more project objectives if it actually occurs. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Improvements to Land Includes: site clearing, grading, drainage, and facilities common to a project as a whole (such as roads, walks, paved areas, fences, guard towers, railroads, port facilities, etc.). But, excludes buildings, structures, utilities, special equipment/process systems, and demolition, tunneling, and drilling that are a significant intermediate or end products of the project. DOE G 413.3-21
Indefinite-Delivery Contract ID (contract) A contract that may be used to acquire supplies and/or services when the exact times and/or exact quantities of future deliveries are not known at the time of contract award. There are three types: definite quantity; requirements; and indefinite quantity. As described at FAR 16.501-2(a)
Indefinite-Quantity Contract IQ (contract) An indefinite-delivery contract that provides for an unspecified quantity, within stated limits (minimum and maximum), of supplies or services to be furnished during a fixed period, with deliveries or performance to be scheduled by placing orders with the contractor. As described at FAR 16.504(a)
Independent An office or entity that is not under the supervision, direction, or control of the sponsor responsible for carrying out the project's development or acquisition. DOE O 413.3B
Independent (office or entity) An office or entity that is not under the supervision, direction, or control of the sponsor responsible for carrying out the project's development or acquisition. DOE O 413.3B
Independent Assessment An evaluation conducted by individuals within the organization or company but independent from the work or process being evaluated, or by individuals from an external organization or company. Derived from DOE G 414.1-1C
Independent Cost Assessment ICA An outside evaluation of a program's cost estimate that examines its quality and accuracy, with emphasis on specific cost and technical risks, it involves the same procedures as those of the program estimate but using different methods and techniques Derived from GAO- 09-3SP
Independent Cost Estimate ICE A cost estimate, prepared by an organization independent of the project sponsor, using the same detailed technical and procurement information to make the project estimate. It is used to validate the project estimate to determine whether it is accurate and reasonable. DOE O 413.3B
Independent Cost Review ICR An independent evaluation of a project's cost estimate that examines its quality and accuracy, with emphasis on specific cost and technical risks. It involves the analysis of the existing estimate's approach and assumptions. DOE O 413.3B
Independent Estimate at Completion IEAC An IEAC is an independent body's (i.e., customer, client, consultant) forecast of the final total cost of the project/program. (IP2M METRR EVMS Glossary) DOE 2020
Independent Government Cost Estimate IGCE The government's estimate of the resources and its projected costs that a contractor would incur in the performance of a contract. These costs include direct costs such as labor, supplies, equipment, or transportation and indirect costs such as labor overhead, material overhead, as well as general and administrative expenses, profit or fee. Refer to FAR 36.203 and FAR 15-404-1. DOE O 413.3B
Independent Project Review A project management tool that serves to verify the project?s mission, organization, development, processes, technical requirements, baselines, progress and/or readiness to proceed to the next successive phase in DOE?s Acquisition Management System. DOE G 413.3-4A
Independent Project Review IPR A project management tool that serves to verify the project's mission, organization, development, processes, technical requirements, baselines, progress and/or readiness to proceed to the next successive phase in DOE's Acquisition Management System. DOE O 413.3B
Independent Review IR A review performed by personnel from outside the project/program to determine the efficacy and adequacy of processes, practices, estimates, schedules, funding levels, and so forth. Related terms: external independent review (EIR) and independent project/program review (IPR). (IP2M METRR EVMS Glossary) Research committee
Indirect Cost Allocation Base The base used to calculate indirect cost rates. It should be selected so as to permit allocation indirect costs on the basis of the benefits accruing to the several cost objectives. FAI Glossary
Inflation The proportionate rate of change in the general price level, as opposed to the proportionate increase in a specific price. Inflation is usually measured by a broad-based price index, such as the implicit deflator for the Consumer Price Index. OMB Circular A-94, App A
Infrastructure All real property, installed equipment, and related real property that is not solely supporting a single program mission at a multi-program site or that is not programmatic real property at a single program site. DOE O 430.1C
Initial Acquisition Cost The Total Estimated Cost (TEC) at project completion or purchase price for a building trailer, or Other Structure and Facility (OSFs) including land, improvements to land, and landscaping completed at installation. [Facilities Information Management System (FIMS) User's Guide] Derived from Facilities Information Management System (FIMS) User?s Guide
Initial Operational Capability IOC The first attainment of a system, component, or equipment of the ability to perform its intended function or meet required or specified characteristics in the operating environment. Derived from DoD Dictionary
Initiation Authorization of the project or phase of the project. DOE G 413.3-7A
Inspection Verification of construction and installations to confirm their fidelity to the detailed design and specifications including quality requirements. DOE G 413.3-23
Institutional Controls Non-engineering measures intended to affect human activities in such a way as to prevent or reduce exposure to hazardous substances. Institutional controls are almost always used in conjunction with, or as a supplement to, other measures such as waste treatment or containment. There are four categories of institutional controls: governmental controls; proprietary controls; enforcement and permit tools with institutional controls components; and information devices. As used in Order 430.1B, institutional controls are those governmental controls such as deed notifications, easements, use restrictions, leases and other property interests that are inventoried as records and notes in records in the Facilities Information Management System. (see the Environmental Protection Agency's Comprehensive Environmental Response, Compensation and Liability Act policy definition and DOE O 430.1B) DOE O 430.1C
Institutional General Plant Project (I)GPP Miscellaneous minor construction project, of a general nature, for which the total estimated cost may not exceed the congressionally established limit. GPPs are necessary to adapt facilities to new or improved production techniques, to effect economies of operations, and to reduce or eliminate health, fire and security problems. These projects provide for design, construction, additions, and/or improvements to land, buildings, replacements or additions to roads, and general area improvements. (Refer to 50 USC 2743) DOE O 413.3
Integrated Baseline Review IBR An evaluation to help program managers fully understand the detailed plan to accomplish program objectives and identify risks so they can be included in the risk register and closely monitored. The purposes of the IBR are to verify as early as possible whether the performance measurement baseline is realistic and to ensure that the contractor and government (or implementing agency) mutually understand program scope, schedule, and risks. To do this, the IBR assesses the following risks: Is the technical scope of the work fully included and consistent with authorizing documents? Are key schedule milestones identified and does the schedule reflect a logical flow? Are resources involving cost?budgets, facilities, skilled staff?adequate and available for performing assigned tasks? Are tasks well planned and can they be measured objectively relative to technical progress? Are management processes in place and in use? OMB requires the government to conduct an IBR, or equivalent, for all programs in which EVM is required. Derived from GAO-09-3SP and NDIA IPMD IBR Guide
Integrated Facilities and Infrastructure IFI A crosscut budget exhibit developed to ensure sustained improvement in real property management. It constitutes the resources required to implement acquisition, sustainment, and disposition requirements leveraging annual and five-year real property planning documentation. This crosscut budget identifies real property construction, renovation, maintenance and repair, and demolition projects by program and site. The IFI crosscut budget reflects anticipated direct costs as well as estimates of indirect costs. The IFI crosscut budget is developed in conjunction with the Department's budgeting process. Chartered bodies such as the IEC and ECFWG use the IFI crosscut budget formulation process to make recommendations to Departmental leadership. DOE O 430.1C
Integrated Master Plan IMP An event-based plan consisting of a hierarchy of program events with each event being supported by specific accomplishments, and each accomplishment associated with specific criteria to be satisfied for its completion. The IMP is normally part of the contract and thus contractually binding (DoD contracts). DoD IMP/IMS Preparation and Use Guide
Integrated Master Schedule IMS An integrated and networked multi-layered schedule of program tasks required to complete the work effort captured in a related IMP. The IMS should include all IMP events and accomplishments and support each accomplishment closure criteria. DoD Defense Acquisition University (DAU) Glossary
Integrated Program Management Data and Analysis Report IPMDAR The IPMDAR contains data for measuring contract execution progress on Department of Defense (DOD) acquisition contracts. The IPMDAR?s primary purpose to the government is to reflect current contract performance status and the forecast of future contract performance. NDIA 2020
Integrated Project Team IPT A cross-functional group of individuals organized for the specific purpose of delivering a project to an external or internal customer. It is led by a Federal Project Director. The IPT is accountable for planning, budgeting, procurement and life-cycle management of the investment to achieve its cost, schedule, and performance goals. Team skills include: budgetary, financial, capital planning, procurement, user, program, architecture, earned value management, security, and other staff as appropriate. Combined from DOE O 413.3B and OMB A-11
Integrated Safety Management ISM Systematic unification of the protection of public, workers, and the environment into management and work practices at all levels. The fundamental premise of ISM is that accidents are preventable through early and close attention to safety, design, and operation, and with substantial stakeholder involvement in teams that plan and execute the project, based on appropriate standards. Modified from DOE G 450.4-1C
Integrated Safety Management Plan ISMP See ISM SDD. Term in DOE O 413.3B
Integrated Safety Management System ISMS The application of the integrated safety management system to a project or activity. The fundamental premise of IntegratedSafety Management is that accidents are preventable through early and close attention to safety, design, and operation, and with substantial stakeholder involvement in teams thatplan and execute the project, based on appropriate standards. DOE O 413.3B
Integrated Safety Management System Description Document ISM SDD A document specifying the process for implementing ISM on the project. See ISMS and ISM. ISM SDD must be consistent with the hazards and complexity of the facilities and work performed. Furthermore, this document must clearly describe how ISM Guiding Principles and Core Functions (see DOE P 450.4A) have been applied and how relevant safety goals and objectives are established, documented, and implemented.
Integrated system testing Tests to verify proper functional interface between systems that typically include reviewing building system responses to the loss of a utility, transfers to emergency power, transfers from emergency power to regular power and interfaces between HVAC, vertical transportation, and security controls and the emergency notification systems for equipment or system shutdown or lockdown. DOE G 413.3-23
Integration Strategy Strategy for integrating with other organization and/or projects that address shared needs or concerns such as shared facilities, site access requirements, utility demands, security concerns, etc. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Integration Testing An examination or trial which combines previously examined units and examines them as a group, as a system or parts of a system. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) Modified from PMCDP Glossary
Internal Re-planning/Changes A component of a Budget Change Request (BCR). Re-planning actions for remaining work scope. A normal program control process accomplished within the scope, schedule, and cost objectives of the project's Performance Measurement Baseliner (PMB). ANSI/EIA 748
Internal Risks Risks that the project has direct control over, such as organizational behavior and dynamics, organizational structure, resources, performance, financing, and management support. DOE G 413.3-7A
International Standardization Organization 9000 ISO 9000 Internationally recognized voluntary quality management standard developed by the International Organization for Standardization that has been adopted by DOE. Organizations that utilize ISO 9000 approaches seek to ensure their an organization can repeatedly deliver products or services by adhering to eight guiding principles: customer focus; leadership; involving people; process approach; system approach to management; continual improvement; factual approach to decision making; and, mutually beneficial supplier relationships. ISO
Joint Cost and Schedule Confidence Level JCL A process that combines a project's cost, schedule, and risk into a complete picture. JCL is not necessarily a specific methodology . . . or a product from a specific tool. The JCL calculation includes consideration of the risk associated with all elements, regardless of whether or not they are funded from . . . appropriations or managed outside of the project. A JCL identifies the probability that a given project or program cost will be equal to or less than the targeted cost AND that the schedule will be equal to or less than the targeted schedule date. DOE G 413.3-7A
Joint test group Appointed representatives serving as the test authority who review and approve test documents prepared by the engineering, procurement, and construction testing organization. DOE G 413.3-23
Key Performance Parameter KPP A vital characteristic, function, requirement or design basis that if changed, would have a major impact on the facility or system performance, scope, schedule, cost and/or risk, or the ability of an interfacing project to meet its mission requirements. A parameter may be a performance, design, or interface requirement. Appropriate parameters are those that express performance in terms of accuracy, capacity, throughput, quantity, processing rate, purity, reliability, sustainability, or others that define how well a system, facility or other project will perform. In aggregate, KPPs comprise the scope of the project. For a typical project, the expectation is for about 3-5 succinct and, measurable KPPs to be identified. ICE-ICR SOP, DOE O 413.3B, DOE G 413.3-4
Key Risks Key risks are a set of risks considered to be of particular interest to the project team. These key risks are those estimated to have the most impact on cost and schedule and could include project, technical, internal, external, and other sub-categories of risk. For example on a nuclear design project, the risks identified using the Risk Assessment process may be considered a set of key risks on the project. Key risks should be interpreted to have the same meaning as Critical Risks as referred in DOE O 413.3B. DOE G 413.3-7A
Key Stakeholders Key stakeholders are individuals who can influence or are influenced by the project/program and have a key role in making decisions. (IP2M METRR EVMS Glossary) Research committee
Known Risks All risks (positive or negative) that have been identified. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Labor Rate Variance A variance relative to labor that is equal to the earned labor rate less actual labor rate multiplied by the actual labor hours used to execute the effort, (i.e., (Earned Rate ? Actual rate) x Actual Hours). It reflects the difference between the earned labor rate and the actual labor rate. Related term: labor rate analysis. (IP2M METRR EVMS Glossary) NDIA 2018a
Lag A scheduling option that inserts a delay in time between two logically linked Integrated Master Schedule (IMS) activities. (IP2M METRR EVMS Glossary) NDIA 2018a
Late Finish (Time/Date) LF In the critical path method, represents the latest possible point in time (date) in which the project activity can be completed based on the schedule network logic and/or any schedule constraints, etc., without violating a schedule constraint or delaying the project completion date. PMCDP Glossary
Late Start (Time/Date) LS In the critical path method, represents the latest possible point in time (date) in which the project activity can start based on the schedule network logic and/or any schedule constraints, etc., without violating a schedule constraint or delaying the project completion date. PMCDP Glossary
Late Start / Late Finish The latest possible start or finish date for an Integrated Master Schedule (IMS) activity. (IP2M METRR EVMS Glossary) NDIA 2018a
Lead Program Secretarial Office LPSO A Program Secretarial Office that is responsible for implementation of policy promulgated by Headquarters staff and support organizations for a field office. The LPSO owns the site, manages its own program projects, and acts as a host for tenant Cognizant Secretarial Offices/PSOs by providing facility and/or infrastructure support. DOE O 430.1B
Leadership in Energy and Environmental Design LEED The nationally accepted benchmark for the design, construction, and operation of high-performance green buildings, developed by the US Green Building Council (USGBC), LEED promotes a whole building approach to sustainability by recognizing performance in key areas of human health and environmental impacts. Developed from USGBC and related sources
Lean Six Sigma A synergized managerial concept of Six Sigma that results in the elimination of the seven kinds of wastes (classified as Transportation, Inventory, Motion, Waiting, Overproduction, Over-Processing, and Defects) and provision of goods and services at a rate of 3.4 defects per million. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Lessons Learned LL A good work practice or innovative approach that is captured and shared to promote repeat application or an adverse work practice or experience that is captured and shared to prevent recurrence. They are the project management related input and output device that represents the knowledge, information or instructional knowledge that have been garnered through the process of actually completing the ultimate performance of the respective project. Lessons learned are valuable because they will benefit future endeavors and ideally prevent any negative happenings from taking place in the future. DOE O 413.3B
Level-of-Effort LOE Baseline scope of a general or supportive nature for which performance cannot be measured or is impracticable to measure using activity-based methods. Resource requirements are represented by a time- phased budget scheduled in accordance with the time the support will likely be needed. The value is earned by the passage of time and is equal to the budget scheduled in each time period. DOE G 413.3-7A and DOE G 413.3-21
Life Cycle LC A complete array of stages that comprise an asset's period of existence including planning through acquisition, operation, maintenance, remediation, long term stewardship and disposition. See life-cycle cost analyses. Derived from DOE G 450.4-1C and? DOE G 413.3-21
Lifecycle cost The total cost to the Government of acquiring, operating, supporting, and (if applicable) disposing of the items being acquired. DOE G 413.3-13
Life-Cycle Cost Analysis LCCA Assessment of the direct, indirect, recurring, nonrecurring, and other related costs incurred or estimated to be incurred in the design, development, production, operation, maintenance, support, and final disposition of a major system over its anticipated useful life span. LCCA considers all costs (capital, operating, and decommissioning expenses for the duration of a project) for various alternative approaches, including inflation and discount rates. DOE G 413.3-21
Life-Cycle Cost Estimate LCCE A documented statement of costs to be incurred to complete all stages of a project from planning through acquisition, maintenance, operation, remediation, disposition, long-term stewardship, and disposal. The results of a LCCA. Derived from DOE G 413.3-21A and DOE O 430.1B
Life-Cycle Cost(s) LCC The total cost to the Government of acquiring, operating, supporting, and (if applicable) disposing of the items being acquired. The sum total of all direct, indirect, recurring, nonrecurring and other related costs incurred or estimated to be incurred in the planning, design, development, procurement, production, operations and maintenance (periodic or continuing), support, recapitalization and final disposition of real property over its anticipated life span for every aspect of the program, regardless of funding source. Derived from OMB, DOE G 413.3-21A, DOE G 413.3-13, DOE O 413.3B and ICE-OCR SOP
Line Item LI A distinct design, construction, betterment and/or fabrication of real property for which Congress will be requested to authorize and appropriate specific funds. A full-scale test asset or other pilot/prototype asset primarily constructed for experimental or demonstration purposes, but planned to become DOE property and continue to operate beyond the experimental or demonstration phase is included in this definition. DOE O 413.3B
Lines of Inquiry LOIs An ordering of questions so as to develop a particular argument. Specifically, for use on DOE projects, LOIs are questions or specific items, areas, or topics to be reviewed, developed as part of a structured review, such as an EIR, IPR, or peer review. External Independent Review (EIR) Standard Operating Procedures (SOP)
Longest Path A P6 unique calculation that is the most accurate representation of the project critical path. It uses a mixture of float and resources to determine the longest path. Derived from DOE G 413.3-24
Long-Lead Procurement LLP Equipment, services and/or materials that must be procured well in advance of the need because of long delivery times. If long-lead procurements are executed prior to CD-3 approval for the project, this will be designated as CD-3A and require a stand-alone decision by the PME, outside of the CD process. DOE O 413.3B
Long-Term Stewardship The physical controls, institutions, information and other mechanisms needed to ensure protection of people and the environment at sites where DOE has completed or plans to complete cleanup (e.g., landfill closures, remedial actions, removal actions, and facility stabilization). This concept includes land-use controls, monitoring, maintenance, and information management. DOE O 430.1C
Low Fidelity A representative of the component or system that has limited ability to provide anything but first-order information about the end product. Low fidelity assessments are used to provide trend analysis. DOE G 413.3-4A
Maintenance Day to day work that is required to sustain property in a condition suitable for it to be used for its designated purposes, including preventive, predictive, and corrective maintenance. Maintenance costs and work do not include the following. Regularly scheduled janitorial work such as cleaning, and preserving facilities and equipment. Work performed in relocating or installing partitions, office furniture, and other associated activities. Work usually associated with the removal, moving, and placement of equipment. Work aimed at expanding the capacity of an asset or otherwise upgrading it to serve needs different from or significantly greater than those originally intended. Improvement work performed directly by in-house workers or in support of construction contractors accomplishing an improvement. Work performed on special projects not directly in support of maintenance or construction. Non-maintenance roads and grounds work such as grass cutting and street sweeping. Derived from DOE O 430.1C
Major Item of Equipment MIE Capital equipment with a cost that exceeds $2M. In most cases, capital equipment is installed with no construction cost. However, in cases where the equipment requires provision of supporting construction such as foundations, utilities, structural modifications, and/or additions to a building, the associated construction activities must be acquired through a line item construction project or a minor construction project if the cost is below the minor construction threshold stated in 50 U.S.C. 2741(2). DOE O 413.3B
Major Modification Modification to a DOE nuclear facility that is completed on or after April 9, 2001, that substantially changes the existing safety basis for the facility. DOE G 413.3-12
Major Subcontractor A major subcontractor is any subcontracting entity that has a legal or contractual responsibility to report Earned Value Management data to their prime contractor or is considered critical to the performance of the project/program. (IP2M METRR EVMS Glossary) Research committee
Major System MS A project or system of projects having a total project cost of $750 million or greater or designated by the Deputy Secretary as a major system. DOE G 413.3- 21 and DOE O 413.3B
Major System Project MSP A project with a TPC of greater than or equal to $750M or as designated by the Deputy Secretary. DOE O 413.3B
Management & Operating M&O Contracting Organization responsible for executing for a government site or grouping of facilities functions such as construction, repairs, physical plant operations, maintenance, equipment and systems stewardship, project and activity management, program and service personnel management, decommissioning, and waste management. Derived from FAR. See Management and Operating Contract.
Management & Operating Contract M&O (contract) An agreement under which the Government contracts for the operation, management, or support, on its behalf, of a Government-owned or -controlled research, development, special production, or testing establishment wholly or principally devoted to one or more major programs of the contracting Federal agency. FAR 17.6
Management & Operating Contract M&O (contract) A special contracting method used by agencies with requisite contracting authority and subject to the requirements of FAR 17.6 (and for DOE DEAR 970). FAR 17.6/DEAR 970
Management Reserve MR Management reserve is an amount of the total contract budget withheld for management control purposes by the contractor. DOE AG Chapter 43.3
Management Reserve MR Management Reserve is an amount of the total contract budget withheld for management control purposes by the contractor for unexpected growth within the currently authorized work scope, rate changes, risk and opportunity handling, and other project unknowns. It is held outside the Performance Measurement Baseline but within the Contract Budget Base unless there is an OTB. ANSI/EIA-748C
Manufacturing/Enterprise Resource Planning (M/ERP) System A method for planning all resources of a manufacturing firm, integrating all business functions. Includes functions such as business planning, production planning and scheduling, capacity requirement planning, job costing, financial management and forecasting, order processing, shop floor control, time and attendance, performance measurement, and sales and operations planning. Related terms: Material Control System (M/ERP); Manufacturing Resource Planning (MRP); Material Requirements Planning or Manufacturing Resource Planning (MRP); Enterprise Resource Planning (ERP). NDIA 2018a; DOD 2019
Material Category Classes of material defined in the contractor?s EVM System Description and M/ERP System Description. NDIA 2018a; DOD 2019
Material Control System A method for the effective planning of all resources of a manufacturing contractor. It integrates planning of all aspects (not just production) of a manufacturing firm. It includes functions such as business planning, production planning and scheduling, capacity requirement planning, job costing, financial management and forecasting, order processing, shop floor control, time and attendance, performance measurement, and sales and operations planning. Related term: material management and accounting system. (IP2M METRR EVMS Glossary) DOD 2019; NDIA 2018a
Material Cost Variance A variance relative to material that is equal to the earned unit price less the actual unit price multiplied by the actual quantity of material used, (i.e. (Earned Unit Price ? Actual Unit Price) x Actual Quantity). It reflects the difference between the earned unit price of material and the actual unit price. Related term: material price variance. (IP2M METRR EVMS Glossary) NDIA 2018a
Material Management System A system used by a contractor for the planning, controlling, and accounting for the acquisition, disbursements, and disposition of material. May be stand-alone systems or may integrate with planning, engineering, estimating, purchasing, inventory, accounting, or other systems. Related terms: Manufacturing/Enterprise Resource Planning System (M/ERPS), Material Management and Accounting System (MMAS), and Material Requirements Planning (MRP). NDIA 2018a; DOD 2019
Material Usage Variance A variance relative to material that is equal to the earned quantity less the actual quantity multiplied by the earned unit price, (i.e., (Earned Quantity - Actual Quantity) x Earned Unit Price). (IP2M METRR EVMS Glossary) NDIA 2018a
Matrix Project Organization (weak, balanced and strong) An organizational structure in which the project manager shares responsibility with functional managers to assign priorities and direct the work of persons assigned to a project. In a weak matrix, power rests primarily with the functional manager and the project manager serves as a coordinator. In a balanced matrix, power is equally shared between the functional manager and the project manager. In a strong matrix, power rests with the project manager. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Mean The measure of central tendency most commonly used in contract pricing. To calculate the mean, sum all observations in a data set and divide by the total number of observations involved. AKA: average FAI Glossary
Median The numerical value in a data set that separates the higher half of a sample from the lower half-it is the "middle value." In an odd numbered data set, the median would represent the mid-range value. In an even-numbered data set, the median would represent the average value of the two middle most variables. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Milestone Any significant or substantive point, time or event of the project. Milestones typically refer to points at which large schedule events or series of events have been completed, and a new phase or phases are set to begin. DOE O 413.3B
Minor Construciton Project Miscellaneous minor new construction project, of a general nature, the total estimated cost may not exceed the congressionally established limit. GPPs are necessary to adapt facilities to new or improved production techniques, to effect economies of operations, and to reduce or eliminate health, fire and security problems. These projects provide for design and/or construction, additions, improvements to land, buildings, replacements or additions to roads and general area improvements. DOE O 413.3B
Minor Construction Threshold The Minor Construction Threshold caps the amount of "operation and maintenance" funds or "facilities and infrastructure" funds authorized by a DOE national security authorization the may be spent on "General Plant Projects" (GPP) defined as minor construction on projects that are not specifically authorized by law. DOE General Counsel Guidance, 3-19-2010
Mission Essential Real Property Assets Those facilities and infrastructure assets that directly contribute to accomplishment of the program assigned missions or mitigation of environmental, safety, or health issues, which if not available, would adversely impact the mission. DOE O 430.1B
Mission Need Statement MNS The primary document supporting the PME's decision to initiate exploration of options to fulfill a capability gap including but not limited to acquisition of a new capital asset. The mission need statement document identifies a capability gap between the current state of the program's mission and the mission plan. It is the first step in the identification and execution of a DOE project. It should describe the general parameters of the solution and why it is critical to the overall accomplishment of the Department's mission, including the benefits to be realized. The mission need statement is NOT an engineering study or a proposed solution to a capability gap in the mission. It should not be defined by equipment, facility, technological solution, or physical end-item. This approach allows the program office the flexibility to explore a variety of solutions and not limit potential solutions. Derived from DOE O 413.3B, DOE G 413.3-17
Mitigate To eliminate or lessen the likelihood and/or consequence of a risk DOE G 413.3-7A
Mitigation Technique to eliminate or lessen the likelihood and/or consequence of a risk. DOE O 413.3B
Mitigation Strategy The risk handling strategy used to eliminate or lessen the likelihood and/or consequence of a risk. DOE G 413.3-7A
Mode The most frequent value or variable that occurs within a data set. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Monitor and Control Risks Part of the PMI?s Project Risk Management Process. The Monitor and Control Risks process is the process of implementing risk response plans, identifying news risks and monitoring residual risks, and evaluating the risk process throughout the project. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Monte Carlo Analysis A method of calculation that approximates solutions to a variety of mathematical problems by performing statistical sampling experiments on a computer; applies to problems with no probabilistic content as well as to those with inherent probabilistic structure. DOE G 413.3-7A
Monte Carlo Simulation See Monte Carlo Analysis.
Multi-Modal Distributions A probability distribution in which multiple modes occur, causing the curve of the distribution to have multiple peaks. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
National Environmental Protection Act NEPA Primary legislation that that established a U.S. national policy promoting the enhancement of the environment and established the President's Council on Environmental Quality. www.energy.gov
Near Driving Path(s) The second, third, fourth, etc. longest sequence of tasks driving an interim project/program event. Related terms: Critical Path, Driving Path, and Near-Critical Path. NDIA 2018a
Near-Critical Path The second, third, fourth, etc. longest sequence of tasks driving the project/program end date. The lowest float or slack paths of discrete work packages and planning packages (or lower-level activities) in the network that has the next longest total duration nearest to the critical path. Related terms: Critical Path, Driving Path, and Near Driving Path(s). NDIA 2018a; DOD 2019
Negotiated Contract Cost NCC The cost negotiated in a cost plus fixed fee contract or the negotiated contract target cost in either a fixed price incentive contract or a cost plus incentive fee contract. It does not include profit or fee. It also does not include the estimated value of undefinitized change orders (Authorized Unpriced Work). Related term: Contract Target Cost (CTC). (IP2M METRR EVMS Glossary) NDIA 2018a; DOD 2019
Net Present Value NPV The difference between the discounted present value of benefits and the discounted present value of costs. OMB Circular A-94, App A
Network Diagram Any form of schematic display of the logical relationships among the different project schedule activities. Network diagrams are always drawn from left to right to reflect chronology. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Network Logic The collection of activity dependencies that makes up a project network diagram. DOE G 413.3-21
Network Schedule A schedule format in which the activities and milestones are represented along with the interdependencies between activities. It expresses the logic of how the program will be accomplished. Network schedules are the basis for critical path analysis, a method for identification and assessment of schedule priorities and impacts. (IP2M METRR EVMS Glossary) SAE 2019; DOD 2019; NDIA 2018a
Neural Network Information processing paradigm inspired by the way biological neural systems process data. DOE G 413.3-7A
Nominal Interest Rate A rate that is not adjusted to remove the effects of actual or expected inflation. Market interest rates are generally nominal interest rates. Derived from DOE G 413.3-21
Non-Advocate Review NAR Performed by experienced but independent internal non-advocate staff, it ascertains the adequacy and accuracy of a program's estimated budget; assesses the validity of program scope, requirements, capabilities, acquisition strategy, and estimated life-cycle costs. Derived from GAO-20-195G
Non-Destructive Evaluation NDE The evaluation of an item (e.g., weld, component part, material) to determine if the item meets specifications without affecting the serviceability of the item itself. Derived from NDT Testing and Training Center
Non-Destructive Testing NDT Quality control test procedures that examines the integrity (or lack, thereof) of materials, components or systems without causing damage to them. Nondestructive testing is, simply stated, exactly what its name implies - testing without destroying - to investigate the material integrity of the test object. More specifically, a nondestructive test is an examination of an object, material or system in any manner, which will not impair its future usefulness. NDT Testing and Training Center
Non-Developmental Item NDI Any previously developed item of supply used exclusively for governmental purposes by a Federal agency, a State, or local government that requires only minor modifications or modifications of a type customarily available in the commercial marketplace. OMB A-11 CPG
Non-Major System NMS Any project with a TPC less than $750M. DOE O 413.3B
Non-Management and Operating Contract non-M&O A binding agreement between the Government and a contractor to provide a service, commodity or construct a facility or facilities. A non-M&O contract is different from an M&O contract in that M&O contracts have terms and conditions not typically found in non-M&O contracts. DOE G 413.3-20
Non-Reactor Nuclear Facility A facility, activity, or operation that involves or will involve radioactive and/or fissionable materials in such a form and quantity that a nuclear or a nuclear explosive hazard potentially exists to workers, the public, or the environment, but does not include accelerators and their operations and does not include activities involving only incidental use and generation of radioactive materials or radiation such as check and calibration sources, use of radioactive sources in research and experimental and analytical laboratory activities, electron microscopes, and X-ray machines. 10 C.F.R. 830.3
Normal Distribution A probability distribution of many random variables that takes the form of a symmetrical bell-shaped graph. A normal distribution plots all of its values in a symmetrical fashion, usually by frequency of occurrence, and most of the results are situated around the probability's mean-values are likely to plot either above or below the mean. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Nuclear Facility A reactor, or a nonreactor nuclear facility, where an activity is conducted for or on behalf of DOE and includes any related area, structure, facility, or activity to the extent necessary to ensure proper implementation of the requirements established by 10 CFR 830. (10 C.F.R. ? 830.3) 2. Radiological facilities as well as Hazard Category I, II, and III facilities (as defined in DOE STD 1027) all fit the definition of a nuclear facility. Derived from DOE O 410.1
Objective Reviews A very structured approach using checklists and grading systems, which address consistency of projects estimated or procedures followed. Objective reviews may also indicate a minimum acceptable level of quality. Evaluation based on set criteria; a checklist approach to reviewing. DOE G 413.3-21
Office of Acquisition and Project Management OAPM Predecessor to Office of Project Management (PM); old term.
Office of Acquisition Management OAM DOE organization responsible for oversight of contract management, including property management and financial assistance; cost estimating; and policy development. www.energy.gov
Office of Engineering and Project Management OECM Predecessor to Office of Acquisition and Project Management (OAPM) and Office of Project Management (PM); old term.
Office of Management and Budget OMB The largest office within the Executive Office of the President of the United States. It's primary purpose is to assist the President prepare the Federal budget, and is also responsible for measuring the effectiveness of agency programs, policies, and procedures to see if they comply with the President's policies. www.whitehouse.gov
Office of Project Management PM DOE organization responsible for oversight of project management. PM frequently used for OPAM. www.energy.gov
OMB Circular A- 11 This circular is the prime directive Federal agencies must follow when preparing, submitting, and executing the Federal budget. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
OMB Circular A- 130 This circular establishes the policies Federal agencies must follow for the management of federal information resources. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
OMB Circular A- 131 Circular that requires Federal Departments and Agencies to use value engineering (VE) as a management tool, where appropriate, to reduce program and acquisition costs. OMB Website - A-131
OMB Circular A- 76 This circular establishes Federal policy for the competition of commercial activities. In relation to project management, this circular stipulates that projects should be performed in the most efficient and cost effective way regardless of whether the work performed is with government employees or contract personnel. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
OMB Circular A- 94 This circular provides general guidance for conducting benefit-cost and cost-effectiveness analyses, and provides specific guidance on the discount rates to be used in evaluating Federal programs whose benefits and costs are distributed over time. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
OMB Exhibit 300 OMB Exhibit 300 represents an agency's capital asset plan and business cases to justify each request for a major information technology investment and noninformation technology capital acquisitions. It is thus a tool that assists OMB and agencies to identify poorly planned or performing investments. Each year, agencies are required to submit these plans to the OMB. The exhibit's content should reflect controls that have been developed to ensure good project management, to include identified cost, schedule, and performance goals. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
One-Point Estimate A single estimate developed for an activity cost or duration. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Operating Expense OE The Operating Expense Fund provides funding for ongoing activities, such as laundry, cleaning, etc. These items are typically captured in site overhead accounts and then allocated to projects as site overhead. DOE G 430.1-1
Operating Funds Monies/cash required to cover operating expenses. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Operation An ongoing endeavor or activity that uses strategic assets for a defined function or purpose. Operations (or operating) activities and projects differ primarily in that operations are ongoing and repetitive while projects are temporary and unique endeavors that produce a unique product, service or result. Derived from DOE G 413.3-21
Operation Activities Non-CAP work scope that includes treatment,stabilization, packaging, storage, transportation anddisposition of waste and nuclear materials; environmental operations; long-term environmental stewardship; and facility shutdown and deactivation activities. EM Operation Activities Protocol, 2-28-2012
Operational Environment Environment that addresses all of the operational requirements and specifications required of the final system to include platform/packaging. DOE G 413.3-12
Operational Readiness Review ORR A disciplined, systematic, documented, performance- based examination of facilities, equipment, personnel, procedures and management control systems for ensuring that a facility can be operated safely within its approved safety envelope as defined by the facility safety basis plan. The ORR provides the basis for the Department to direct startup or restart of the facility, activity or operation. The ORR scope is defined based on the specifics of the facility and/or the reason for the shutdown as related to a minimum set of core requirements. A graded approach will be used in defining the depth of the Operational Readiness Review based on these core requirements. DOE O 413.3B and DOE O 425.1D
Operational Readiness Review/ Assessment ORR/RA A disciplined, systematic, documented, performance- based examination of facilities, equipment, personnel, procedures, and management control systems to ensure that a facility will be operated safely within its approved safety envelope as defined by the facility safety basis. DOE G 450.4-1C
Opportunity Risk with positive benefits. DOE G 413.3-7A
Optimization A technique that analyzes a system to find the bestpossible result. Finding an optimum result usuallyrequires evaluating design elements, execution strategies and methods, and other system inputs foreffect on cost, schedule, safety, or some other set of outcomes or objectives; employs computer simulation and mathematical modeling. DOE G 413.3-21
Orders (DOE) Part of the DOE directives system, these documents are the prevailing means by which DOE identifies management objectives which are requirements for DOE personnel and when containing Contractor Requirements Documents that are incorporated into contracts, they become requirements for DOEcontractors. Adapted from DOE Directives Website
Organizational Breakdown Structure OBS A tool that can be used by the project management team and/or project management team leader in a hierarchal manner for the purposes of conducting and creating a thorough and clearly delineated depiction of the project organization for the purposes of the identification of responsibility within the project. The CAM is typically the lowest level of the OBS. The OBS should be established at the onset of the project to help in the purposes of organization; however, it is possible to conduct this in an ongoing basis. APM
Other Direct Cost ODC An ODC is a cost that can be identified specifically with a final cost objective that the contractor does not treat as a direct material cost or a direct labor cost. There are several additional direct costs that can be proposed by the contractor. These additional costs include: Special tooling, test equipment; Computer services; Consulting services; and Travel. Federal excise taxes; Royalties; Preservation, packaging, and packing costs; and Preproduction costs. ECRSOP
Other Project Cost OPC Cost category for all other costs related to a project that are not included in the TEC. OPCs will include, but are not limited to: research and development; conceptual design and conceptual design report; startup and commissioning costs; NEPA documentation; PDS preparation; siting; and permitting requirements. Modified from DOE O 413.3B
Outcome Measure Determination and evaluation of the results of anactivity, plan, process, or program and their comparison with the intended or projected results.Outcome measure indicates progress against achieving the intended result of a program. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) adapted from PMCDP Glossary
Outlier In statistics, an outlier represents an observation/data point that is numerically distant and appears to deviate significantly from that of other members of the data set in which it occurs. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Output Measure A type of measure, specifically the tabulation, calculation, or recording of activity or effort usually expressed quantitatively. Outputs describe the level of activity that will be provided over a period of time. Outputs refer to the activities or products of a program. While output measures can be useful, there must be a reasonable connection between outputs used as performance indicators and outcomes. Agencies should select output measures based on evidence supporting the relationship between outputs and outcomes, or in the absence of available evidence, based on a clearly established argument for the logic of the relationship. OMB A-11 CPG
Over Target Baseline OTB A project management tool that may be implemented when the cost overrun to the CBB is formally incorporated into the PMB for management purposes. An OTB is implemented to regain an executable baseline for performance measurement; there is no change to the contract requirements or schedule. The CBB does not change when an OTB is implemented. An OTB allows project managers to retain visibility into the original CBB while measuring performance when a contract experiences an overrun. In an overrun condition, the revised TAB is equal to the sum of CBB and the recognized overrun. [Note: Contractor OTBs require DOE approval] Adapted from DoD OTB and OTS Guide
Over Target Schedule OTS A condition where the baseline schedule is time-phased beyond the contract's project completion date. While an OTS may be implemented without adding additional budget, normally an OTS also results in an OTB. DoD OTB and OTS Guide; DOE G 413.3-20
Overlapping Project Phase Relationship Project activities in which one phase may start prior to the completion of the previous phase. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) Modified from PMCDP Glossary
Overtime Time worked by a contractor's employee in excess of the employee's normal workweek. FAR 22.103-1
Overtime Premium The difference between the contractor's regular rate of pay to an employee for the shift involved and the higher rate paid for overtime. It does not include shift premium. FAR 22.103-1
P6 Abbreviation for Primavera software schedule tool. (3) (www.oracle.com) DOE G 413.3-24
Parametric Estimate Assessment of the most likely quantitative result based on past performance or results using organizational process elements (e.g., historical data). Derived from DOE G 413.3-21A
Parametric Estimating An estimating technique in which organizational process assets (i.e., historical data, etc.) are used to form project/activity estimates based on past performance or results. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Pareto Principle (80/20 rule) This method predicts that 80% of the impact on a project will come from the top ranked 20% of risks. This principle helps the project team to identify the most critical 20% of risks. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) Modified from PMCDP Glossary
Peer Review Independent assessments of the scientific merit of research by experts having knowledge of the research area equal to that of the performers of the work. The DOE Office of Science peer review process evaluates the following listed criteria: Scientific and/or technical merit of the project. Appropriateness of the proposed method or approach. Competency of the personnel and adequacy of proposed resources. Reasonableness and appropriateness of the proposed budget. Other appropriate relevant factors that are deemed important for the success of the project. [Project Peer Reviews is an adaptation of the Office of Science scientific peer review process to capital acquisition project reviews. See definition of Project Peer Review below.] DOE Office of Science website
Percent Complete An estimate, expressed in a percent, of the amount of work that has been completed for a schedule activity, work breakdown structure component or the overall project. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Perform Qualitative Risk Analysis Process Part of the PMI's Project Risk Management Process. The Perform Qualitative Risk Analysis Process is a planning process for the purpose of looking at nonquantifiable aspects of each identified risk, and then assigning a priority to each risk based on their likelihood and potential impact. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Perform Quality Assurance Process The processes of auditing quality requirements to ensure appropriate quality standards and operational definitions are used. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Perform Quality Control Process The processes involved in the monitoring and documentation of the results of executing the quality activities to assess performance and recommend necessary changes. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Perform Quantitative Risk Analysis Part of the PMI's Project Risk Management Process. The Perform Quantitative Risk Analysis Process is a planning process in which all risks are analyzed and assigned a numeric value as it relates to the risk's potential impact to the project. Risks are generally quantified based on potential impact on budget and schedule. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Performance The accomplishment of a given task measured against preset known standards of accuracy, completeness, cost, and speed. In a contract, performance is deemed to be the fulfillment of an obligation, in a manner that releases the performer from all liabilities under the contract. APM
Performance Baseline PB The collective key performance, scope, cost, and schedule parameters, which are defined for all projects at CD-2. The PB includes the entire project budget (TPC including fee and contingency) and represents DOE's commitment to Congress. DOE O 413.3B
Performance Budget A budget presentation that clearly links performance goals with costs for achieving a target level of performance. In general, a performance budget links strategic goals with related long-term and annual performance goals (outcomes) with the costs of specific activities to influence these outcomes about which budget decisions are made. (IP2M METRR EVMS Glossary) NDIA 2018a
Performance Measurement A method of determining progress and a means for evaluating efficiency, effectiveness, and results. Performance measurement should include project/program accomplishments in terms of outputs (quantity of products or services provided) and outcomes (results of providing outputs in terms of effectively meeting intended objectives), indicators, statistics, or metrics used to gauge project/program performance. (IP2M METRR EVMS Glossary) NDIA 2018a
Performance Measurement Baseline PMB The total time-phased budget plan against which project performance is measured. It is the schedule for expenditure of the resources allocated to accomplish project scope and schedule objectives, and is formed by the budgets assigned to control accounts and applicable indirect budgets. The PMB also includes budget for future effort assigned to higher level accounts, also referred to as summary level planning packages, plus any undistributed budget. Management Reserve is not included in the baseline, as it is not yet designated for specific work scope. ANSI/EIA-748 Current Version
Performance Measurement Baseline PMB The baseline cost that encompasses all contractor project work packages and planning packages, derived from summing all the costs from the Work Breakdown Structure. Management reserve, profit and fee are not part of the Performance Measurement Baseline. The PMB is the benchmark used within EVM systems to monitor project execution performance. DOE O 413.3B
Performance Metrics Performance measures and metrics that express work performance in terms of accuracy, capacity, throughput, quantity, processing rate, reliability, sustainability, or others that define how well an activity is performed. (DOE EM Operations Activities Protocol, February 28, 2012) 2. 2. Performance metrics measure and communicate progress toward achieving performance goals. The SMART test is frequently used to provide a quick reference to determine the quality of a particular performance metric: S = Specific (clear and focused to avoid misinterpretation); M = Measurable (can be quantified and compared to other data); A = Attainable (achievable, reasonable, and credible under conditions expected); R = Realistic (fits into the organization?s constraints and is cost effective); and T = Timely (doable within the time frame given). APM
Performance Requirement Contract requirement stated in terms of performance required under the contract. Derived from FAI Glossary
Performance-Based Acquisition PBA An acquisition structured around the results to be achieved as opposed to the manner by which the work is to be performed. FAR 2.101
Performance-Based Acquisition PBA A services contract that: a. Describes requirements in a performance work statement; b. Uses measurable performance standards (i.e., terms of quality, timeliness, quantity, etc.) and the method assessing contractor performance against performance standards, (i.e., quality assurance surveillance plans; Includes performance incentives where appropriate. As described at FAR 37.601
Performance-Based Contract PBC See Performance-Based Acquisition which is the preferred term. Acquisition is the process; contract is the result.
Performance-Based Management, Contracting, and Budgeting Cost and performance tied to quantities, establishing a baseline, and regularly reported to assess performance. Derived from DOE G 413.3-21
Period of Performance POP The number of working days or calendar days, from a specified commencement, start date, to a specified completion date, as provided for in a contract or to complete a specific scope of work. NDIA 2018a; DOD 2019
Personal Property Property of any kind, except for real estate and interests therein (such as easements and rights-of-way), and permanent fixtures which are Government-owned, chartered, rented, or leased from commercial sources by and in custody of DOE or its designated contractors; source, byproduct, special nuclear materials, and atomic weapons as defined in section 11 of the Atomic Energy Act of 1954 (42 U.S.C. 2014), as amended; and petroleum in the Strategic Petroleum Reserve and the Naval Petroleum Reserves. (41 CFR 109) 2. Includes all equipment, material, and supplies not classified as real property (Refer to 41 CFR Chapter 102-71). 2.For financial management purposes, personal property is generally capitalizable property that can be moved and that is not permanently affixed to and part of the real estate. Generally, items remain personal property if they can be removed without seriously damaging or diminishing the functional value of either the real estate or the items themselves. 41 CFR 109 and DOE Financial Management Handbook, Ch. 10
Planned Value PV The time-phased budget plan for work currently scheduled, also referred to as Budgeted Cost for Work Scheduled (BCWS). ANSI/EIA 748 Current Version
Planning Package PP A logical aggregation of work within a control account, usually future efforts that can be identified and budgeted, but which is not yet planned in detail at the work package or task level. Planning Packages do not have Charge Code assigned. Source: ANSI/EIA 748 Current Version
Plan-of-Action POA DOE line management must develop a plan of action (POA), which describes the scope of the ORR. The POA must provide a clear discussion of the physical or geographic scope of the ORR and a clear description of the structures, systems, and components (SSCs), individual processes, and programs that are within the scope of the ORR. The POA must also designate the proposed ORR team leader. DOE O 425.1D
Plant, Property & Equipment Tangible assets that meet the capitalization criteria, that are not intended for sale in the ordinary course of operations, and have been acquired or constructed with the intention of being used, or being available for use by the entity. Plant, property, and equipment includes site infrastructure. DOE O 430.1B
Portfolio A collection of projects or programs that are grouped together to facilitate effective management of that work to meet certain strategic business objectives. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Precedence Diagramming Method Network Diagram A network diagramming technique in which a project schedule network diagram is developed that shows the logical relationships and dependencies between activities, and displays the project's logic. See Project Schedule Network Diagram. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Preliminary Design PD Design phase that continues the design effort using conceptual and project design criteria as bases for project development; develops topographical and subsurface data and determines the requirements and criteria that will govern the definitive design; includes preparation of preliminary planning and engineering studies, preliminary drawings and outline specifications, life-cycle cost analyses, preliminary cost estimates, and scheduling for project completion. Preliminary design provides identification of long-lead procurement items and analysis of risks associated with continued project development and occurs between CD-1 and CD-2. DOE G 413.3-21
Preliminary Design PD Preliminary design provides the basis for the detailed design and therefore should have the project design requirements detailed sufficiently to guide the further design, including design requirements and criteria, arrangement diagrams, piping and instrumentation diagrams, electrical one line diagrams, system design descriptions (where applicable), etc. PD is not a percent complete of the design but a fully defined design basis. The trend in DOE projects is to a more complete design before establishing the Performance Baseline, hence a significant portion of the detailed design may be completed prior to CD-2 but this should not be confused with Preliminary Design. The preliminary design documents should be approved and under configuration management prior to starting detailed design such that "baseline" changes are evaluated and approved. APM
Preliminary Design PD This is the design that is prepared following CD-1 approval. Preliminary design initiates the process of converting concepts to a design appropriate for procurement or construction. All KPPs and project scope are sufficiently defined to prepare a budget estimate. This stage of the design is complete when it provides sufficient information to support development of the PB. DOE O 413.3B
Preliminary Documented Safety Analysis PDSA Documentation prepared in connection with the design and construction of a new DOE nuclear facility or a major modification to a DOE nuclear facility that provides a reasonable basis for the preliminary conclusion that the nuclear facility can be operated safely through the consideration of factors such as (a) The nuclear safety design criteria to be satisfied (b) A safety analysis that derives aspects of design that are necessary to satisfy the nuclear safety design criteria; and (c) An initial listing of the safety management programs that must be developed to address operational safety considerations. See Final Safety Analysis Report, Preliminary Safety Analysis Report, Safety Analysis Report, Safety Basis, Safety Evaluation, and Safety Evaluation Report) [10 CFR 830.3]
Preliminary Hazard Analysis PHA Performed prior to CD-1 and published in a Preliminary Hazards Analysis Report. DOE O 413.3B
Preliminary Hazard Analysis PHA A preliminary determination of material, system, process, and plant characteristics that can produce undesirable consequences, followed by the assessment of hazardous situations associated with a process or activity. Largely qualitative techniques are used to pinpoint weaknesses in design or operation of the facility that could lead to accidents. The hazards analysis examines the complete spectrum of potential accidents that could expose members of the public, onsite workers, facility workers, and the environment to hazardous materials. DOE-STD-3009
Preliminary Safety Analysis Report PSAR The safety analysis report submitted to and approved by DOE prior to the procurement of materials or components, construction, and preoperational testing of a facility which has the potential in its intended use to be a Category 1, 2, or 3 hazard nuclear facility. (See Final Safety Analysis Report, Preliminary Documented Safety Analysis, Safety Analysis Report, Safety Basis, Safety Evaluation, and Safety Evaluation Report) Title 10 Code of Federal Regulations (CFR) Part 830, Subpart B, Safety Basis Requirements
Preliminary Safety Design Report PSDR The report developed during Preliminary Design that updates and provides additional site and design details to those provided in the CSDR. The PSDR follows the format and content of the PDSA produced during final design. DOE G 413.3-12
Preliminary Safety Validation Report PSVR The report prepared by DOE that documents the DOE review of the Preliminary Safety Design Report. DOE G 413.3-12
Preparing Activity The organization sponsoring and preparing the proposed DOE Technical Standard-A directive that is developed under the DOE Technical Standards Program, described in DOE O 252.1). DOE O 410.1
Present Value PV The relative worth of a benefit received or cost expended at a specified time in the future when the applicable discount rate is considered. FAI Glossary
Price Variance A variance relative to material that is equal to the budgeted unit price less the actual unit price multiplied by the actual quantity of material used, (i.e., (Budgeted Unit Price -Actual Unit Price) x Actual Quantity). It reflects a change between the originally budgeted price of material and the actual price. (IP2M METRR EVMS Glossary) DOD 2019
Priced Bill of Materials PBOM A listing of material items required to complete the production of a single unit. When actual or expected prices are applied, it becomes the Priced Bill of Materials (PBOM). Related term: bill of materials. (IP2M METRR EVMS Glossary) DOD 2019
Primary Risk Initial risk entry in the risk register. A residual or secondary risk can become a primary risk if in the case of a residual risk the primary risk is closed and the Federal Project Director and/or Contractor Project Manager determines the residual risk should be made the primary risk or the risk entry in the risk register. The secondary risk can become the primary risk in the risk register if the Federal Project Director and/or Contractor Project Manager determine that it should become the risk entry based upon the realization of the trigger metric or other determining factor. DOE G 413.3-7A
Primavera Schedule PPP, P3, P6 Project schedule developed using the Primavera analytical tool. DOE G 413.3-24
Prior Year PY The fiscal year immediately preceding the current year and 2 fiscal years preceding the budget year. For the field, Congressional Review, and the Office of Management and Budget, PY is the fiscal year in which the budget is being executed. For the Congressional cycle, the PY is the most recently completed fiscal year. Standard Usage
Probability Likelihood of an event occurring, expressed as a qualitative and/or quantitative metric. Also: Probability of Occurrence. DOE G 413.3-7A and DOE G 413.3-21
Probability and Impact Matrix A tool used by projects teams to determine whether a risk has the potential for low, moderate or high impact by combining the risk?s probability of occurrence and its impact on objectives. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Probability Distribution Function PDF A probability distribution that represents the distribution of the probability of an outcome. As an example, the Monte Carlo analysis may be designed to estimate the cost or duration of a project. The PDF represents the number of times a certain cost or duration is achieved. Modified from DOE G 413.3-7A / DOE G 413.3-21
Procurement All stages involved in the process of acquiring supplies or services, beginning with the determination of a need for supplies of services and ending with contract completion or closeout. See acquisition. For the more complete definition see acquisition in FAR 2.101. FAI Glossary
Producer Price Index PPI Published monthly by the U.S. Department of Labor, Bureau of Labor Statistics (BLS) measures price changes at the producer/wholesale level for 15 major commodity groups. FAI Glossary
Productivity Consideration for factors that affect the efficiency of construction labor (e.g., location, weather, work space, coordination, schedule); a direct cost. Derived from DOE G 413.3-21
Program An organized set of activities directed toward a common purpose or goal undertaken or proposed in support of an assigned mission area. It is characterized by a strategy for accomplishing a definite objective(s) that identifies the means of accomplishment, particularly in qualitative terms, with respect to work force, material and facility requirements. Programs are typically made up of technology-based activities, projects and supporting operations. DOE O 413.3B
Program Baseline Summary PBS Grouping of similar DOE-EM portfolio projects and activities for program planning, financial management, and life- cycle management purposes. Some typical PBS categories include Soil & Water Remediation, Waste Management, and Decontamination and Decommissioning. APM
Program Management PM A group of closely-related projects managed in a coordinated way. DOE O 413.3B
Program Risks Events identified as potential threats or opportunities that are within the program baseline cost or schedule. DOE G 413.3-7A
Program Secretarial Officer PSO The head of a Program office which has responsibility for specific facilities, e.g., Environmental Management, Nuclear Energy, Science. Energy Efficiency and Renewable Energy, Fossil Energy, or NNSA/Naval Reactors. Modified from DOE G 413.3-20
Project A unique effort having defined start and end points undertaken to create a product, facility, or system. Built on interdependent activities planned to meet a common objective, a project focuses on attaining or completing a deliverable within a predetermined cost, schedule and technical scope baseline. Projects include planning and execution of construction, assembly, renovation, modification, environmental restoration, decontamination and decommissioning, large capital equipment, and technology development activities. A project is not constrained to any specific element of the budget structure (e.g., operating expense). DOE O 413.3B
Project Assessment and Reporting System PARS A reporting process to connect field project status with headquarters to report and compare budgeted or scheduled project forecasts. DOE O 413.3B
Project Charter A document that formally authorizes the existence of a project, and provides the project manager authorization to apply organizational resources to the project. The project's sponsor or initiator usually issues a project charter. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Project Closeout PC Occurs after CD-4, Project Completion, and involves activities such as performing financial and administrative closeout, developing project closeout and lessons learned reports, and other activities as appropriate for the project. DOE O 413.3B
Project Constraint An applicable restriction or limitation which will affect the performance of the project or a process. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Project Cost Cost identified to a specific project. The project cost can be divided into categories; see total estimated cost (TEC) and other project costs (OPC). Also see total project cost (TPC). APM
Project Cost Management Includes the processes involved in the budgeting, estimating, and the controlling of the project's costs to ensure it can be completed within the approved budget. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Project Data Sheet PDS A document that contains summary project data and the justification required to include the entire project effort as a part of the Departmental budget. (DOE O 413.3B) PDSs are submitted to request project engineering design and construction funds. Specific instructions on the format and content of PDSs are contained in the annual budget call [DOE O 130.1A Chg. 1, Budget Planning, Formulation, Execution and Departmental Performance Management, 2024-12-18]. DOE O 413.3B Chg 7
Project Definition Rating Index PDRI A project management tool which is used for assessing how well the project scope is defined. The tool uses a numeric assessment which rates a wide range of project elements to determine how well the project is defined. DOE O 413.3B
Project Engineering and Design PED Design funds established for use on preliminary design. Typically, PED funds are used for preliminary and final design and related activities for design-bid- build strategies, and for preliminary design and related costs in design-build strategies. It is also analogous with a project phase that includes preliminary and final design and baseline development. DOE O 413.3B
Project Execution Plan PEP DOE's core document for management of a project. It establishes the policies and procedures to be followed in order to manage and control project planning, initiation, definition, execution, and transition/closeout, and uses the outcomes and outputs from all project planning processes, integrating them into a formally approved document. A PEP includes an accurate reflection of how the project is to be accomplished, resource requirements, technical considerations, risk management, configuration management, and roles and responsibilities. DOE O 413.3B
Project Float See Total Float. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP
Project Human Resources Management Includes all of the processes that organize and manage the project team. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Project Life Cycle A collection of generally sequential project phases with names and numbers determined by the control needs of the organization or organizations involved in the project. The stages or phases of project progress during the life of a project. Project life-cycle stages typically include ideation, planning, execution, and closure. DOE G 413.3-21
Project Life Cycle A collection of generally sequential project phases with names and numbers determined by the control needs of the organization or organizations involved in the project. The stages or phases of project progress during the life of a project. Project life-cycle stages typically include ideation, planning, execution, and closure. DOE G 413.3-21
Project Management PM Those services provided to DOE on a specific project, beginning at the start of design and continuing through the completion of construction, for planning, organizing, directing, controlling and reporting on the status of the project. DOE O 413.3B
Project Management Body of Knowledge PMBOK Manual issued by the Project Management Institute that describes the sum of knowledge within the profession of project management. The manual includes proven practices that are widely applied, and innovative practices that are emerging in the profession from both published and unpublished sources. Project Management Institute
Project Management Information System PMIS An information system consisting of tools and techniques used to gather, integrate information and outputs. It is generally used to support all aspects of the project including project reporting and information dissemination. PMBOK
Project Management Institute PMI One of the world's largest professional membership associations, with over half a million members and credential holders in more than 185 countries. It is a not-for-profit organization that advances the project management profession through globally recognized standards and certifications, collaborative communities, an extensive research program, and professional development opportunities. Project Management Institute
Project Management Office PMO An organizational body assigned various responsibilities related to the centralized and coordinated management of those projects under its domain. Typical responsibilities of the project management office include: developing policies, methodologies and templates for managing projects within the organization; providing support and guidance to others in the organization on how to manage projects, training others and assisting with specific management tools; and, providing project managers for different projects and accepting responsibility for the results of projects. Wikipedia
Project Management Plan PMP The contractor-prepared document that sets forth the plans, organization and systems that the contractor will utilize to manage the project. Its content and the extent of detail of the PMP will vary in accordance with the size and type of project and state of project execution. DOE O 413.3B
Project Management Support Office PMSO An office within a DOE Program Office established exclusively to oversee and manage the activities associated with projects. DOE O 413.3B
Project Manager PM The person assigned by the performing organization to achieve the project objectives. See Contractor PM. Standard Usage
Project Peer Review PPR Periodic review of a project performed by non-project personnel with similar experience to project personnel, independent from the project, to evaluate technical, managerial, cost and scope, and other aspects of the project, as appropriate. These reviews are typically led by the PMSO. Peer reviews as different from IPR's are conducted by personnel other than the Project Support Office and concentrate on technical readiness aspects of the project or specific project complex issues that require external evaluations. Adapted from DOE O 413.3B
Project Phase A collection of project activities, usually culminating in the completion of a major deliverable. Project phases are mainly completed sequentially but can overlap in some project situations. A project phase is not a project management process group; rather, it is component of the project's life cycle. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Project Phasing Dividing a large project into smaller (sub-) projects for management purposes (CD-2 and beyond). Derived from DOE O 413.3B
Project Sponsor Person or group that provides the financial resources for the project. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Project Support Activities performed by the operating contractor for internal management and technical support of the project manager. Derived from DOE G 413.3-21
Project Management Information System An information system consisting of tools and techniques used to gather, integrate information and outputs. It is generally used to support all aspects of the project including project reporting and information dissemination. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Project Performance Reports A report generated for the purpose of informing project team members and stakeholders on the status of a project. Typical performance reports include information such as the status of the project's costs, schedule, scope and quality, as well as the status of project activities, accomplishments, milestones and problems. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Project Specification A document that specifies the requirements, design or other characteristics of a system, component or process/result. Example specifications could include design or product specifications, etc. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Projectized Organization Organizational structure in which the project manager has full authority to assign priorities, assets, resources and direct the work of the persons assigned to the project. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Prototype A tool used to identify project requirements in which an early/conceptual model of the project's product is developed. This technique is usually conducted during the early planning stages of the project lifecycle, and can help to allow better understanding of project expectations and requirements prior to setting the project?s baseline. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Punchlist A list of incomplete or unacceptable work and malfunctioning equipment or systems tracked through resolution. DOE G 413.3-23
Qualified person A person with specific knowledge, skills, abilities, or credentials designated to fulfill specific duties and responsibilities. DOE G 413.3-23
Qualitative Risk Analysis Involves assessing the probability and impact of project risks using a variety of subjective and judgmental techniques to rank or prioritize the risks. DOE G 413.3-7A
Qualitative Risk Analysis Involves assessing the probability and impact of project risks using a variety of subjective and judgmental techniques to rank or prioritize the risks. DOE G 413.3-7A
Quality The condition achieved when an item, service, or process meets or exceeds the user's requirements and expectations. [10 CFR 830.3] DOE O 414.1D
Quality Assurance QA All those actions performed by the DOE prime contractor during the project that provide confidence that quality is achieved. It is executed through a formalized Quality Assurance Program. DOE O 413.3B
Quality Assurance Plan QAP The document describing the QA program (requirements) the project will implement. The QA plan typically includes a matrix of the QA requirements and the associated implementing procedures used by the project. DOE G 413.3-2
Quality Assurance Program Plan QAPP The document describing the QA program (requirements). The QA program plan typically includes a matrix of the QA requirements and the associated program-level implementing procedures. Adapted from DOE G 413.3-2
Quality Assurance Program The overall program or management system established to assign responsibilities and authorities, define policies and requirements, and provide for the performance and assessment of work. [10 CFR 830.3] DOE O 414.1D
Quality Control QC Those actions related to the physical characteristics of a material, structure, component, or system which provide a means to control the quality of the material, structure, component, or system to predetermined requirements. DOE O 413.3B
Quality Management Plan QMP Part of the Project Management Plan, it describes how the project management team will implement the performing organization's quality policies. 10 CFR Part 830, Subpart A, DOE O 414.1D, and DOE G 413.3-2.
Quantitative Risk Analysis Involves assessing the probability and impact of project risks and using more numerically based techniques, such as simulation and decision tree analysis for determining risk implications. DOE G 413.3-7A
Quantitative Risk Analysis Involves assessing the probability and impact of project risks and using more numerically based techniques, such as simulation and decision tree analysis for determining risk implications. DOE G 413.3-7A
Quantity variance A variance relative to material that is equal to the budgeted quantity less the actual quantity multiplied by the budgeted unit price, (i.e., (Budgeted Quantity - Actual Quantity) x Budgeted Unit Price.)). Related term: Usage variance. (IP2M METRR EVMS Glossary) DOD 2019
Quarterly Project Review QPR Briefings normally presented by project teams to the PME or his/her designee for the purpose of updating the PME on project status, performance values, progress, and issues. QPRs must be conducted with the applicable PME or their designee. Participation by the PME is strongly encouraged at all QPRs. However, when it is not possible, the PME can delegate the review. In no case should it be delegated beyond two consecutive quarters for projects post CD-2. The CE may delegate QPRs for Major System Projects to the Under Secretaries. PM must be provided all QPR reports and invited to participate in QPRs for all projects with a TPC greater than or equal to $100M. Also, PM will serve as Secretariat for CE QPRs. Appendix C, Sect. 20. c., Project Progress Reviews, DOE O 413.3B
Range (cost estimate range) The expected minimum to maximum extent of costs for a project or its components. Ranges may be established based on a range of alternatives, confidence levels, or expected accuracy, and are dependent on a project?s stage of development, size, complexity, and other factors. Derived from DOE G 413.3-21
Readiness Assessment RA An assessment to determine a facility's readiness to startup or restart when an ORR is not required or when a contractor's standard procedures for startup are not judged by the contractor or DOE management to provide an adequate verification of readiness. DOE O 413.3B
Readiness verification the process of establishing through either compliance or performance-based means that an activity, operation, or facility has achieved an adequate state of preparedness to advance. DOE G 413.3-23
Real Property Any interest in land, together with theimprovements, structures, and fixtures located thereon (including prefabricated movable structures, such as Butler-type storage warehouses and Quonset huts, and house trailers with or without undercarriages), and appurtenances thereto, under the control of any Federal agency, except-(i) The public domain; (ii) Lands reserved or dedicated for national forest or national park purposes; (iii) Minerals in lands or portions of lands withdrawn or reserved from the public domain that the Secretary of the Interior determines are suitable for disposition under the public land mining and mineral leasing laws; (iv) Lands withdrawn or reserved from the public domain but not including lands or portions of lands so withdrawn or reserved that the Secretary of the Interior, with the concurrence of the Administrator of General Services, determines are not suitable for return to the public domain for disposition under the general public land laws because such lands are substantially changed in character by improvements or otherwise; and (v) Crops when designated by such agency for disposition by severance and removal from the land. (2) Improvements of any kind, structures, and fixtures under the control of any Federal agency when designated by such agency for disposition without the underlying land (including such as may be located on the public domain, on lands withdrawn or reserved from the public domain, on lands reserved or dedicated for national forest or national park purposes, or on lands that are not owned by the United States) excluding, however, prefabricated movable structures, such as Butler-type storage warehouses and Quonset huts, and house trailers (with or without undercarriages). (3) Standing timber and embedded gravel, sand, or stone under the control of any Federal agency, whether designated by such agency for disposition with the land or by severance and removal from the land, excluding timber felled, and gravel, sand, or stone excavated by or for the Government prior to disposition. FMR 102-71.20
Rebaselining The general term used for describing a major realignment of the performance measurement baseline to improve the correlation between the work plan and the baseline budget, scope, and schedule. Re-baselining does not add or change existing scope of work, it merely changes how and when it may be accomplished within the constraints of the existing contract. Rebaselining may refer to either re-planning or reprogramming. DOE G 413.3-20
Recapitalization Major renovations or reconstruction activities, including facility replacements, needed to keep existing facilities modern and relevant in an environment of changing standards and missions. This includes the restoration and modernization of existing facilities but not the acquisition of new facilities or the demolition of old ones, unless the demolition is carried out as part of a renovation project or in conjunction with construction of replacement footprint elsewhere. DOE O 430.1B
Reciprocity A reciprocal arrangement or relationship which allows two or more groups to agree to the acceptance of another organization?s EVMS, thereby reducing the burden of multiple reviews by individual groups. (IP2M METRR EVMS Glossary) NDIA 2018a
Reconciliation Comparison of a current estimate to a previous estimate to ensure that differences between them is appropriate and reasonably expected. A formal reconciliation may include an account of those differences. Derived from DOE G 413.3.21
Reference Class Forecasting RCF A technique to combat inside view, biases, and even deceptive agendas. RCF consists of three straight forward steps: 1) Identify relevant reference class of past similar projects (even the "most unique" major program or mega project has something similar to compare); 2) establish a probability distribution for the selected reference class; and 3) compare specific project with distribution, in order to establish most likely outcome. Batselier, J. & Vanhoucke, M. (2016). Practical Application and Empirical Evaluation of Reference Class Forecasting for Project Management. Project Management Journal, 47(5), 36?51
Regression Analysis A statistical technique for estimating the relationships among variables. A regression identifies how the typical value of the dependent variable changes when any one of the independent variables is varied, while the other independent variables are held fixed. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Related Personal Property Related personal property is any personal property that is an integral part of real property or is related to, designed for, or specifically adapted to the functional or productive capacity of the real property, the removal of which would significantly diminish the economic value of the real property or the related personal property itself. Examples of related personal property are communication systems and telephone systems. Normally, common-use items, including but not limited to general-purpose furniture, utensils, office machines, office supplies, and general-purpose vehicles, are not considered related personal property. DOE Financial Management Handbook, Ch. 10
Relevant Environment Testing environment that simulates the key aspects of the operational environment; such as physical and chemical properties. DOE G 413.3-4A
Reliability, Accessibility, Maintainability, Inspectability RAMI Set of attributes indicative of the degree to which a facility, equipment item, or systems will be able to be maintained (kept in working condition), accessible (room to maintain, repair, service or operate), inspectable (view closely or examine), and reliable (depended upon) over a stated useful life. APM
Remaining Duration RD The number of workdays forecasted to complete an in-process or unstarted activity (or other scope of work). The remaining duration of a completed activity is zero. (IP2M METRR EVMS Glossary) NDIA 2018a
Repair The restoration of failed or malfunctioning equipment, system, or facility to its intended function or design condition. Repair does not result in a significant extension of the expected useful life. DOE O 430.1C
Replacement Replacement is a complete reconstruction of a plant record unit that has deteriorated or has been damaged beyond the point where its individual parts can be economically repaired. DOE Financial Management Handbook, Ch. 10
Replanning A realignment of schedule or reallocation of budget for remaining effort within the existing constraints of the contract. In this case, the total allocated budget (TAB) does not exceed the CBB, nor is the schedule adjusted to extend beyond the contractually defined milestones. DOE G 413.3-20
Reprogramming A comprehensive re-planning of the remaining performance management baseline that result in a total budget and/or total schedule in excess of contractual requirements. (See OTB above.) DOE G 413.3-20
Request for Equitable Adjustment REA A REA is a request by one of the contracting parties for an equitable adjustment under a contract clause providing for such adjustment. A contractor typically submits a request for equitable adjustment under the contract's changes clause DOE AG 43.3 and DOE G 413.3-20
Request for Proposal RFP A solicitation for offers under negotiation procedures. FAI Glossary. See FAR Part 15 for negotiation procedures.
Reserve Analysis A technique used to refine estimates by identifying how much the cost or schedule management contingency reserves are for a particular activity, etc. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Residual Inventory Items procured for a contract that becomes excess to the needs of the contract. Related terms: residual material and residual equipment. NDIA 2018a; DOD 2019
Resolution The implementation of corrective actions that correct a tested or observed deficiency in accordance with the contract or, when silent on the matter, to the mutual satisfaction of the owner and contractor. DOE G 413.3-23
Resource A consumable (other than time) required to accomplish an activity; include real or potential investment in strategic assets including money, human, and physical resources. A resource becomes a cost when it is invested or consumed in an activity or project. Derived from DOE G 413.3-21
Resource Conservation and Recovery Act RCRA A law that gives the Environmental Protection Agency the authority to control hazardous waste from "cradle to grave" (i.e., from the point of generation to the point of ultimate disposal), including its minimization, generation, transportation, treatment, storage, and disposal. RCRA also sets forth a framework for the management of non-hazardous solid wastes. Public Law 94-580
Resource Leveling A resource allocation/schedule management technique that seeks to adjust project resource requirements so they are consistent with the organization's ability to supply them. This technique often requires negotiating with the organization to ensure it can supply the project's resource needs in a timely and cost effective manner. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Resource Plan The schedule for the planned expenditure of project/program resources to accomplish project/program work scope. It is a time-phased budget, which is the schedule for the planned expenditure of program resources for accomplishment of program work scope. NDIA 2018a; SAE 2019; DOD 2019
Resource Breakdown Structure A hierarchical structure of resources, similar to a Work Breakdown Structure, in which resources are listed by resource category and type. A Resource Breakdown Structure is typically used in resource-leveling schedules to identify and analyze human resources assignments for a project. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Resource-loaded IMS A resource-loaded Integrated Master Schedule (IMS) must contain labor, material and equipment costs to include unit prices and quantities. It includes resources of staff, facilities, cost, equipment and materials which are needed to complete the activities required. DOE 2018
Resource-Loaded Schedule RLS Schedule with resources of staff, facilities, subcontractors, equipment and materials which are needed to complete the activities required. DOE O 413.3B
Responsibilities Chart Any formal chart or plan that helps to ensure each component of the project's work breakdown structure is assigned to a person or team responsible for completing the work (see OBS). (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Responsibility Assignment Matrix RAM The responsibility assignment matrix (RAM), integrates the Organizational Breakdown Structure (OBS) and Work Breakdown Structure (WBS). The intersection of the OBS and WBS identifies the Control Account structure used to plan, execute, monitor, and control project scope. DOE G 413.3-10B
Responsible Organization The organizational unit responsible for the accomplishment of assigned work scope. NDIA 2018a; DOD 2019; SAE 2019
Return on Investment ROI A performance measure used to evaluate the efficiency of an investment in terms of its return, or to compare the efficiency of a number of different investments. To calculate ROI, the benefit (return) of an investment is divided by the cost of the investment. Standard Usage
Review Determination of project or system acquisition conditions based evaluation of project scope, cost, schedule, technical status, and performance in relation to program objectives, approved requirements, and baseline project plans. Reviews provide critical insight into the plans, design, cost, schedule, organization, and other aspects of a project (see definitions for objective review and subject review). Derived from DOE G 413.3-21
Review Criteria Components of a review used to reflect the general nature of project (or project element) content. Derived from DOE G 413.3-21
Review for Cause RFC Review for Cause (RFC). An EVMS Surveillance Review of specific elements of the contractor's EVMS that display as lacking discipline in application or risk no longer meeting EVMS guideline requirements. RFC is used to determine the possible withdrawal of the company's EVMS certification. DOE G 413.3-10B
Risk Factor, element, constraint, or course of action that introduces an uncertainty of outcome, either positively or negatively that could impact project objectives. This definition for risk is strictly limited for risk as it pertains to project management applications in the development of the overall risk management plan and its related documentation and reports. DOE O 413.3B and DOE G 413.3-7A
Risk Acceptance An informed and deliberate decision to accept consequences and the likelihood of a particular risk. DOE G 413.3-7A
Risk Analysis Process by which risks are examined in further detail to determine the extent of the risks, how they relate to each other, and which ones are the highest risks. DOE G 413.3-7A
Risk Analysis Method The technique used to analyze the risks associated with a project. Specific categories of risk analysis methods are: a. Qualitative - based on project characteristics and historical data (check lists, scenarios, etc.). b. Risk models - combination of risks assigned to parts of the estimate or project to define the risk of the total project. c. Probabilistic models - combining risks from various sources and events (e.g., Monte Carlo, Latin hypercube, decision tree, influence diagrams, etc.). DOE G 413.3-7A
Risk Assessment Identification and analysis of project and program risks to ensure an understanding of each risk in terms of probability and consequences. DOE G 413.3-7A
Risk Assumption Any assumption pertaining to the risk itself. DOE G 413.3-7A
Risk Breakdown Structure Methodology that allows risks to be categorized according to their source, revealing common causes of risk on a project. DOE G 413.3-7A
Risk Category A method of categorizing the various risks on the project to allow grouping for various analysis techniques such as Risk Breakdown Structure or Network Diagram. DOE G 413.3-7A
Risk Communication An exchange or sharing of information about risk between the decision-maker(s), stakeholders, and project team. (The information can relate to various information sources such as the existence, nature, form, probability, severity, acceptability, treatment, or other aspects of risk.) DOE G 413.3-7A
Risk Data Quality Assessment An assessment of the quality -and accuracy-of risk data to determine whether the information at hand appropriately defines a risk?s ability to impact the project. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Risk Event A potential (identified or unidentified) condition (threat or opportunity) that may or may not occur during the execution of a project. DOE G 413.3-7A
Risk Documentation The recording, maintaining, and reporting assessments, handling analysis and plans, and monitoring results. DOE G 413.3-7A
Risk Handling Strategies developed with the purpose of eliminating, or at least reducing, the higher risk levels identified during the risk analysis. The strategies may include risk reduction or mitigation, risk transfer/share, risk avoidance, and risk acceptance. DOE G 413.3-7A
Risk Handling Strategy Process that identifies, evaluates, selects, and implements options in order to set risk at acceptable levels given project constraints and objectives. Includes specific actions, when they should be accomplished, who is the owner, and what is the cost and schedule. DOE G 413.3-7A
Risk Identification Process to find, list and characterize elements of risk. DOE G 413.3-7A
Risk Management The handling of risks through specific methods and techniques.Effective risk management is an essential element of every project. The DOE riskmanagement concept is based on the principles that risk management must be analytical,forward-looking, structured, informative and continuous. Risk assessments should beperformed as early as possible in the project and should identify critical technical,performance, schedule and cost risks. Once risks are identified, sound risk mitigationstrategies and actions should be developed and documented. DOE O 413.3B
Risk Management Plan RMP Documents how the risk processes will be carried out during the project. DOE O 413.3B
Risk Mitigation Process to reduce the consequence and/or probability of a risk. DOE G 413.3-7A
Risk Modeling Creation of a physical representation or mathematical description of an object, system or problem that reflects the functions or characteristics of the item involved. Model building may be viewed as both a science and an art. Cost estimate and critical path schedule development should be considered modeling practices and not exact representations of future costs, progress and outcomes. DOE G 413.3-7A
Risk Monitoring and Tracking Process of systematically watching over time the evolution of the project risks and evaluating the effectiveness of risk strategies against established metrics. DOE G 413.3-7A
Risk or Opportunity Assessment The risk and opportunity management process that identifies and analyzes potential project/program risk events in terms of probability and their consequences/impacts. (IP2M METRR EVMS Glossary) NDIA 2018a
Risk or Opportunity Register A document detailing all identified risks, including description, cause, probability of occurrence, impact(s) on objectives, proposed responses, owners, and current status. It is a management tool used by the project/program manager and project/program personnel that provides a means to record and track identified risks/opportunities as well as quantify the probability and consequences. The project/program?s risk register is a common repository to document risks and their relationship to the amount of schedule Margin (SM) in the project/program schedule. NDIA 2018a; DOD 2019; Research steering committee. NDIA 2018a; DOD 2019; Research steering committee.
Risk or Risk and Opportunity R and O An uncertain future event or situation that could impact the ability to achieve overall project/program requirements within defined cost, schedule, and technical objectives. Risk has two components: 1) the probability (or likelihood) of a particular outcome and 2) the consequences (or impact) of that outcome. The consequences of risks are typically thought of as negative that may need to be mitigated to minimize the impact to the project/program. A risk event with positive consequences is referred to as an opportunity that may be captured as a benefit to the project/program. NDIA 2018a; SAE 2019
Risk Planning Process of developing and documenting an organized, comprehensive, and interactive strategy and methods for identifying and tracking risk, performing continuous risk assessments to determine how risks have changed, developing risk handling plans, monitoring the performance of risk handling actions, and assigning adequate resources. DOE G 413.3-7A
Risk Probability and Impact Assessment An assessment in which identified risks are analyzed in order to determine the likelihood of each risks' occurrence and the severity of its impact on the project's cost, schedule, quality and performance, etc. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Risk Register Database for risks associated with the project. (Also known as risk database or risk log.) DOE G 413.3-7A
Risk Response Strategies (positive / negative) Risk response strategies come in two categories: positive (opportunities) and negative (threats). a. Positive risks represent potential opportunities that, should they occur, could be beneficial to the project. Some positive risk response strategies include: exploit-make the risk happen; share-allocate the risk ownership to a third party; enhance-modify the size of the opportunity by seeking ways to increase the probability of occurrence; and, acceptance- take advantage of the opportunity as it arises. b. Negative risks represent potential threats that, should they occur, will cause negative impacts to the project. Some negative risk response strategies include: avoidance-eliminate the risk altogether by changin the project plan or objectives; transfer-shift the risk to a third party (i.e., insurance); acceptance-agree to live with the impact of the risk; mitigate-attempt to soften the impact of the risk by reducing the probability of occurrence or developing contingencies. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Risk Threshold Defined or agreed level of acceptable risk that risk handling strategies are expected to meet. DOE G 413.3-7A
Risk Tolerance The degree or amount of risk in which a project or organization is willing to withstand. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Risk Transfer Movement of the risk ownership to another organizational element. (However, to be successfully and fully transferred, the risk should be accepted by the organization to which the risk is being transferred.) DOE G 413.3-7A
Risk Trigger Any indication that a risk has occurred or is about to occur. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Rolling Wave The continuous process of converting Summary Level Planning Packages (SLPP) into control accounts and control account planning packages into work packages. May include the necessary replanning of future, already detail planned work packages. NDIA 2018a; DOD 2019
Root Cause The determination of the causal factors preceding structures, systems, and components (SSC) failure or malfunction - that is, discovery of the principal reason why the failure or malfunction happened leads to the identification of the root cause. The preceding failure or malfunction causal factors are always events or conditions that are necessary and sufficient to produce or contribute to the unwanted results (failure or malfunction). The types of causal factors are: (1) direct causes, (2) contributing causes, and (3) root causes. The direct cause is the immediate event or condition that caused the failure or malfunction. Contributing causes are conditions or events that collectively increase the likelihood of the failure or malfunction, but that individually do not cause them. Thus, root causes are events or conditions that, if corrected or eliminated, would prevent the recurrence of the failure or malfunction by identifying and correcting faults (often hidden) before an SSC fails or malfunctions. [DOE G 433.1-1] (DOE HDBK-1188-2006) 2. The causal factor that if corrected would prevent recurrence of an event or result. Modified from DOE O 225.1B
Root Cause Identification / Analysis RCA An analytical technique used to determine the basic underlying reason that causes a variance or a defect or a risk. A root cause may underlie more than one variance or defect or risk. PMBOK Guide 6th Edition
Rough Order of Magnitude Estimate ROM An estimate based on high-level objectives, provides a high-level view of the project deliverables, and has lots of wiggle room. Most ROM estimates have a range of variance from -25% all the way to +75%. DOE O 413.3B
RSMeans RSMeans is a construction estimation database used by professional estimators for up-to-date labor, materials and overhead costs for specific project types and locations. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Safeguards and Security S&S An integrated system of activities, systems, programs, facilities and policies for the protection of classified information and/or classified matter, unclassified control information, nuclear materials, nuclear weapons, nuclear weapon components, and/or the Department's and its contractors' facilities, property and equipment. DOE O 413.3B
Safety An all-inclusive term to encompass protection of the public, workers, and the environment (used synonymously with environment, safety, and health). DOE O 414.1D
Safety Analysis Report SAR That report which documents the adequacy of safety analysis to ensure that the facility can be constructed, operated, maintained, shut down, and decommissioned safely and in compliance with applicable laws and regulations. Title 10 Code of Federal Regulations (CFR) Part 830, Subpart B, Safety Basis Requirements
Safety and Hazard Analysis Software and Design Software Software that is used to classify, design, or analyze nuclear facilities. This software is not part of an SSC but helps to ensure the proper accident or hazards analysis of nuclear facilities or an SSC that performs a safety function. APM
Safety Basis Approval Authority SBAA The person who is appointed to the responsibility for the design and construction of a nuclear or other facility, as designated. PSO shall appoint a Safety Basis Approval Authority no later than CD-0 for projects including the design and construction of Hazard Category 1, 2, and 3 nuclear facilities or for projects including major modifications thereto. modified from DOE O 413.3B
Safety Design Strategy SDS The SDS, as part of the Project Execution Plan, provides a strategy for the early safety design basis development starting in the pre-conceptual design phase. The SDS documents all applicable Safety-in-Design expectations for the early project phases. DOE G 413.3-12
Safety Design Strategy SDS Early in the conceptual design phase, a SDS should be developed for Hazard Category 1, 2, and 3 nuclear projects. The SDS provides preliminary information on the scope of anticipated significant hazards and the general strategy for addressing those hazards. The SDS is updated throughout subsequent project phases and should contain enough detail to guide design on overarching design criteria, establish major safety structures, systems, and components, and identify significant project risks associated with the proposed facility relative to safety. DOE O 413.3B
Safety Evaluation Report SER The report prepared by DOE to document: (a) The sufficiency of the documented safety analysis for a hazard category 1, 2, or 3 DOE nuclear facility; (b) The extent to which a contractor has satisfied the requirements of Subpart B of 10 CFR Part 830; and (c) The basis for approval by DOE of the safety basis for the facility, including any conditions for approval. (Analysis Report, Safety Analysis Report, Safety Basis, and Safety Evaluation) 10 CFR 830.3
Safety Evaluation Report SER A DOE document that describes the extent and detail of DOE review of a Safety Analysis Report (SAR) or equivalent analysis report, the bases for approving the SAR (or equivalent), and any conditions of SAR (or equivalent) approval. Approval signifies that DOE has accepted the analysis as appropriately documenting the safety basis of a facility and as serving as the basis for operational controls necessary to maintain an acceptable operating safety envelope. Title 10 Code of Federal Regulations (CFR) Part 830, Subpart B, Safety Basis Requirements
Safety Limits The limits on process variables associated with those safety-class physical barriers, generally passive, that are necessary for the intended facility function and that are required to guard against the uncontrolled release of radioactive materials. DOE G 413.3-12
Safety Software Includes the following: Safety System Software; Safety and Hazard Analysis Software and Design Software; and, Safety Management and Administrative Controls Software. APM
Safety Software Central Registry An information repository designated to contain the list of the Department's safety software toolbox code including code-specific gap analysis documents, guidance documents, and contact information. DOE O 414.1D
Safety System Software Software for a nuclear facility that performs a safety function as part of an SSC and is cited in either (a) a DOE-approved documented safety analysis; or, (b) an approved hazard analysis per DOE P 450.4A and 48 C.F.R. 970-5223.1. DOE O 414.1D
Safety Management and Administrative Controls Software Software that performs a hazard control function in support of nuclear facility or radiological safety management programs or technical safety requirements or other software that performs a control function necessary to provide adequate protection from nuclear facility or radiological hazards. This software supports eliminating, limiting, or mitigating nuclear hazards to workers, the public, or the environment as addressed in 10 C.F.R. Parts 830 and 835, the DEAR Integrated Safety Management System clause, and 48 C.F.R. 970-5223.1. 10 C.F.R. Parts 830 and 835, the DEAR Integrated Safety Management System clause, and 48 C.F.R. 970-5223.1.
Safety-in-Design The process of identifying and incorporating appropriate structures, systems, and components (SSC) and their associated safety functions and design criteria into the project design to provide adequate protection for workers and the public. DOE G 413.3-12
Schedule Baseline. The time-phased plan based on a logical sequence of interdependent activities, milestones, and events necessary to complete the project. DOE G 413.3-5A
Schedule Margin (The term used as Schedule Management Reserve also) Time allowance used to adjust schedule for realized risks based on authorized changes within the contractor's baseline. Project teams can establish schedule margin by creating a buffer prior to an end item deliverable or any contract event. The time allotted in this buffer can be used to offset unforeseen issues identified during project execution. The use of schedule margin must be within the overall DOE schedule requirements. DOE G 413.3-24
Schedule Performance Index SPI Schedule performance index indicates how much work has been accomplished against planned work. SPI = BWCP / BCWS. DOE G 413.3-10B
Schedule Reserve Time allowance used to adjust schedule for realized risks within the contractor's baseline. DOE G 413.3-7A
Schedule Risk The likelihood project/program actions cannot be accomplished within the planned project/program timeframe. It may result from unrealistic schedule estimates or problems with project/program execution. (IP2M METRR EVMS Glossary) NDIA 2018a
Schedule Risk Assessment SRA A process which uses statistical techniques to identify technical, programmatic, and schedule risks in a program and quantifies the impact of those risks on the program's schedule. DOD 2019; NDIA 2018a
Schedule Traceability Compatibility between schedule due dates, status, and work scope requirements at all levels of schedule detail (vertical traceability) and between schedules at the same level of detail (horizontal traceability). (IP2M METRR EVMS Glossary) SAE 2019
Schedule Variance SV Schedule variance is a metric for the schedule performance on a project. It is the difference between earned value and the budget over a certain period of time. (SV = BCWP - BCWS) (Note: SV can be for a specific period, group of periods, or cumulative. Time element needs to be defined.) ANSI/EIA 748 Current Version
Schedule Visibility Task SVT Tasks, activities or milestones in the Integrated Master Schedule (IMS) that increase management visibility and functionality of the schedule for non-Performance Measurement Baseline related items. SVTs are included in the IMS to characterize potential impacts to the logic-driven network. DOE G 413.3-24
Schedule Uncertainty The inherent unknowns and inaccuracies related to schedule estimates, as differentiated from risks. A component of Schedule Margin. Derived from DOE G 413.3-7A
Scope The sum of all that is to be or has been invested in and delivered by an activity or project. In project planning, the scope is usually documented (i.e., the scope document), but it may be verbally or otherwise communicated and relied upon. Generally limited to that which is agreed to by the stakeholders in an activity or project (i.e., if not agreed to, it is out of scope.). In contracting and procurement, scope includes all that an enterprise is contractually committed to perform or deliver. Derived from DOE G 413.3-7A/ DOE G 413.3-21
Scope Baseline Part of the Performance Baseline, the Scope Baseline is the approved version of the detailed scope statement, work breakdown structure (WBS) and its associated WBS dictionary. PMCDP Glossary
Scope Statement A description of the project's scope which contains major deliverables, assumptions, constraints and a description of the work required to carry out the project. The project scope can be used to make future project decisions and to confirm or develop a common understanding of the project's scope among stakeholders. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
S-Curve Graphic display of cumulative costs, labor hours, or other quantities plotted against time. The name is derived from the S-shaped curve (flatter at the beginning and end, steeper in the middle) produced on a project that starts slowly, accelerates, and then slows again. A representation of costs over the life of a project. DOE G 413.3-21
Secondary Risk Risk arising as a direct result of implementing a risk handling strategy. DOE G 413.3-7A
Secretarial Acquisition Executive SAE The individual designated by the Secretary of Energy to integrate and unify the management system for a program portfolio of projects and implement prescribed policies and practices. Secretarial Acquisition Executives are responsible for decision authority for projects > to $750 M; however, the authority can be delegated downward. DOE O 413.3B
Senior Procurement Executive SPE The individual appointed pursuant to section 16(3) of the Office of Federal Procurement Policy Act (41U.S.C. 414(3)) who is responsible for management direction of the acquisition system of the executive agency, including implementation of the unique acquisition policies, regulations, and standards of the executive agency. (FAR 2.101)2. A member of the ESAAB, p. A-22; The Senior Procurement Executive (SPE) will: (a) Execute the procurement functions and responsibilities in accordance with the Office of Federal Procurement Policy and EO 12931. (b) Serve as the principal procurement advisor to the CE, PME and the Chief Acquisition Officer. (c) Execute certain decisional authorities reserved for the SPE. (d) Exercise general procurement authority. (e) Delegate procurement authority to the Head of Contracting Activities and Contracting Officers. DOE O 413.3B
Sensitivity Analysis Considers all activities associated with one cost estimate. If a cost estimate can be sorted by total activity cost, unit cost, or quantity, sensitivity analyses can determine which activities are "cost drivers" to answer the question: "If something varies, what most affects the total cost of the project?" Derived from DOE G 413.3-21
Sequential Project Phase Relationship A project phase relationship which requires one phase to be complete before another can begin. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Service The performance of work, such as design, manufacturing, construction, fabrication, assembly, decontamination, environmental remediation, environmental restoration, waste management, laboratory sample analyses, safety software development/validation/testing, inspection, nondestructive examination/testing, environmental qualification, equipment qualification, training, assessment, repair, and installation or the like. 10 C.F.R. ? 830.3
Shop Drawings Drawings submitted by the construction contractor or a subcontractor at any tier or required under a construction contract, showing in detail: a. The proposed fabrication and assembly of structural elements; b. The installation (i.e., form, fit, and attachment details) of materials or equipment; or c. Both. FAR 2.101
Should-Cost Review A specialized form of cost analysis. A should-cost review differs from traditional evaluation methods because it does not assume that a contractor's historical costs reflect efficient and economical operation. Instead, the review evaluates the economy and efficiency of the contractor?s existing work force, methods, materials, facilities, operating systems, and management. The review is accomplished by a multifunctional team of Government contracting, contract administration, pricing, audit, and engineering representatives. The objective is to promote both short and long-range improvements in the contractor's economy and efficiency in order to reduce the cost of performance of Government contracts. In addition, by providing rationale for any recommendations and quantifying their impact on cost, the Government will be better able to develop realistic objectives for negotiation. as described in FAR 15.407-4(a)
Simulated Operational Environment Either (1) a real environment that can simulate all the operational requirements and specifications required of the final system or (2) a simulated environment that allows for testing of a virtual prototype. Used in either case to determine whether a developmental system meets the operational requirements and specifications of the final system. DOE G 413.3-4A
Simulation (Monte Carlo) Process for modeling the behavior of a stochastic (probabilistic) system. A sampling technique is used to obtain trial values for key uncertain model input variables. By repeating the process for many trials, a frequency distribution is built up, which approximates the true probability distribution for the system's output. This random sampling process, averaged over many trials, is effectively the same as integrating what is usually a very difficult or impossible equation. DOE G 413.3-7A
Site Preparation Site Preparation is the initial phase of work performed in advance of the construction of a capital asset project. Examples include the demolition of buildings and other structures; land preparation such as levelling, earthmoving, excavation and mass fill; construction access features such as haul roads and exits; installation of water features and erosion control (such as sedimentation basins, wetland, stream relocation, berm, and ditches); installation of main (not facility specific) utilities including electrical power, potable water, and sewers; and the installation of temporary construction facilities (such as trailers, batch plants, warehousing, testing facilities, utilities and cranes). OAPM adaptation of NNSA-APM definition
Site Sustainability Plan Site-specific annual plan that identifies the site's respective contribution toward meeting the Department's sustainability goals and its commitment of appropriate personnel resources, an appropriate financing plan, and established timeline for execution coupled with specific performance measures and deliverables. Adapted from DOE O 436.1A
Site/Field Manager Individual responsible for planning, programming, budgeting, and evaluation of activities in support of Secretarial office programs located on sites under his/her cognizance including host Lead Program Secretarial Office (LPSO) to tenant Cognizant Secretarial Office (CSO)/Program Secretarial Office (PSO) activities establishing site priorities consistent with mission objectives and goals established by DOE program offices having line responsibility, leading site technical direction, preparing and defending the site budget, supporting milestones agreed to with LPSO/CSOs/PSOs, providing public and private sector liaison, expediting follow-up actions, and retaining overall accountability for site activities in support of program office successes. DOE O 430.1C
Six Sigma A management methodology which is used to seek improvement in the quality of process outputs by identifying and removing the causes of defects (errors) and minimizing variability in production/manufacturing and business process. Six Sigma projects tend to follow a defined sequence of steps and have quantified financial targets (i.e., profits, spoilage reduction, etc.). A Six Sigma statistical process is based on a normal distribution and suggests that 99.99966% of the products (i.e., 3.4 defects per million) manufactured are statistically expected to be free of defects, suggesting they fall within six standards deviations from the mean. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Skewed Distribution (positive and negative) A skew is a measure of the asymmetry of the probability distribution. The skew of a probability distribution can be positive or negative, or even undefined. A positive skew suggests more data points/observations have vales lower than the middle value ? the curve appears to lean to the left. A negative skew suggests more data points/observations have values higher than the middle value ? the curve appears to lean to the right. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Slack See Total Float.
Software Computer programs and associated documentation and data pertaining to the operation of a computer system. ASME NQA-1-2008 with the NQA-1a-2009 addenda
Special Equipment Large items or process systems, such as vessels, (e.g., towers, reactors, storage tanks), heat transfer systems (e.g., heat exchangers, stacks, cooling towers, de-superheaters), package units (e.g., waste treatment packages, clarifier packages, demineralization), and process piping systems. modified from DOE G 413.3-21
Specification SPEC A document that specifies the requirements, design or other characteristics of a system, component or process/result. Example specifications could include design or product specifications, etc. Standard Usage
Stakeholder Register A document that contains a list of external and internal project stakeholders. A stakeholder register typically records the following: stakeholder names, contact information and designation; stakeholder expectations, interests, impact and requirements; stakeholders critical for the entire project and which ones are more active for specific project phases; the frequency in which certain stakeholders require communication and the preferred communication method; and, the reporting relationships between stakeholders. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Standard Deviation The Standard Deviation of a probability distribution identifies how much variation exists from the average (mean, or expected value). A low Standard Deviation indicates that the data points tend to be very close to the mean; a high Standard Deviation indicates the data points are spread out over a large range of values. The Standard Deviation of a three-point estimate quantifies how broad the difference is between the optimistic and pessimistic estimates. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Standard Equipment Items which require only a minimum of design; offthe- shelf items (office furniture, laboratory equipment, heavy mobile equipment, and spare parts that are made part of the capital cost); a direct cost. DOE G 413.3-21
Start-to-Finish S-F A theoretical logic relationship that has the bizarre effect of directing a successor activity not to finish until its predecessor activity starts GAO-16-89G
Start-to-Start S-S A logic relationship that dictates that a successor activity cannot start until the predecessor activity starts GAO-16-89G
Start-up Transition from construction completion to facility operation. derived from DOE G 413.3.21
Start-up (costs) One-time costs incurred during the transition from construction completion to facility operation. Derived from DOE G 413.3.21
Statement of Work SOW Statements of Work shall include a description of work to be performed; location of work; period of performance; deliverable schedule; applicable performance standards; and any special requirements (e.g., security clearances, travel, special knowledge). To the maximum extent practicable, agency requirements shall be performance-based statements Federal Acquisition Regulations 8.405-2
Statement of Acceptance Any formal document that indicates the project, product, service or result has met the terms of the contract. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Strategic Plan DOE's primary planning document that outlines the broad, crosscutting and collaborative goals that stretch across the DOE complex. It is intended to serve as a blueprint for the DOE to help address the nation's energy, environmental, and nuclear challenges through transformative science and technology solutions. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Strategic Sustainability Performance Plan SSPP An annual plan that prioritizes DOE actions pursuant to Section 8 of EO 13514. The SSPP outlines how the Department will implement its energy and environmental sustainability goals. DOE O 436.1
String Diagram Technique used to analyze the physical or proximity connections within a process. Technique is often used to find latent risks. DOE G 413.3-7A
Structures, Systems, and Components SSCs Structures are elements that provide support or enclosure such as buildings, free standing tanks, basins, dikes, and stacks. Systems are collections of components assembled to perform a function such as piping, cable trays, conduit; or heating, ventilating and air conditioning (HVAC). Components are items of equipment such as pumps, valves, relays, or elements of a large array such as computer software, lengths of pipe, elbows, or reducers. DOE STD 1073-2016
Structures, Systems, and Components (Safety Class) SSC Systems, structures, or components including primary environmental monitors and portions of process systems, whose failure could adversely affect the environment, or safety and health of the public as identified by safety analyses. (See Safety Class Structures, Systems, and Components; Safety Significant Structures, Systems, and Components; and Safety Structures, Systems, and Components) DOE O 420.1C
Structures, Systems, and Components (Safety Class) SSC The structures, systems, or components, including portions of process systems, whose preventive or mitigative function is necessary to limit radioactive hazardous material exposure to the public, as determined from safety analysis. (See Safety-Class Structures, Systems, and Components; Safety Significant Structures, Systems, and Components; and Safety Structures, Systems, and Components) 10 CFR 830.3
Structures, Systems, and Components (Safety Class) SSC For the purpose of implementing DOE-STD-3009- 94, the phrase "adversely affect" means Evaluation Guidelines are exceeded. Safety-class SSCs are systems, structures, or components whose preventive or mitigative function is necessary to keep hazardous material exposure to the public below the offsite Evaluation Guidelines. The definition would typically exclude items such as primary environmental monitors and most process equipment. DOE G 420.1-1A, Nonreactor Nuclear Safety Design Guide for use with DOE O 420.1C, Facility Safety
Structures, Systems, and Components (Safety Significant) Structures, systems, and components which are not designated as safety-class SSCs but whose preventive or mitigation function is a major contributor to defense in depth and/or worker safety as determined from safety analyses. [10 CFR 830] As a general rule of thumb, safety-significant SSC designations based on worker safety are limited to those systems, structures, or components whose failure is estimated to result in a prompt worker fatality or serious injuries or significant radiological or chemical exposures to workers. The term, serious injuries, as\ used in this definition, refers to medical treatment for immediately life-threatening or permanently disabling injuries (e.g., loss of eye, loss of limb). The general rule of thumb cited above is neither an evaluation guideline nor a quantitative criterion. It represents a lower threshold of concern for which safety significant SSC designation may be warranted. Estimates of worker consequences for the purpose of safety-significant SSC designation are not intended to require detailed analytical modeling. Considerations should be based on engineering judgment of possible effects and the potential added value of safetysignificant SSC designation. [Note: Safety-significant SSC as used in this Standard distinguishes a specific category of SSCs other than safety-class SSCs. It should not be confused with the generic modifier ?safety significant? used in DOE orders.] (See Safety Class Structures, Systems, and Components; Safety-Class Structures, Systems, and Components; and Safety Structures, Systems, and Components) Derived from DOE-STD-3009-2014
Subcontractor A commercial entity that enters into a contract with a prime contractor that has entered into a contract with the customer. Related term: Supplier. NDIA 2018a; DOD 2019
Subject Matter Expert SME An individual possessing the prerequisite knowledge skills and abilities demonstrating competence in a field of endeavor. FAI Glossary
Subjective Review Review less structured and may address areas differently, depending on various levels of emphasis. Internal reviews may combine objective and subjective criteria but should be performed consistently between projects within a program to the most practical extent. DOE G 413.3-21
Subprojects A subproject represents a smaller portion of an overall project created when a project is subdivided into more manageable pieces or components. Derived from DOE O 413.3B
Substantial completion The point in time when the owner accepts the contractor's claim that a list of systems have attained a particular status evidenced by desired outcomes of specific inspection, testing, calibration, grooming and alignment procedures all of which the contract enumerates and that the contractor has resolved punch list items preventing turnover. DOE G 413.3-23
Summary Level Planning Package SLPP An aggregation of work for far-term efforts which can be assigned to reporting level WBS elements but not to the control account level and are therefore not "undistributed budget". DOD Earned Value Implementation Guide
Sunk Cost A cost incurred in the past that will not be affected by any present or future decision. Sunk costs should be ignored in determining whether a new investment is worthwhile. OMB Circular A-94, App A
Support Costs Costs of activities not directly associated with production. Typical examples are the costs of automation support, communications, postage, process engineering, and purchasing. OMB A-11 CPG
Surveillance Cross-project/program surveillance is used to assess an organization's capability to consistently implement and use its EVMS on all projects/programs in accordance with EVMS requirements. Related term: system surveillance. (IP2M METRR EVMS Glossary) NDIA 2018a
Surveillance and Maintenance Activities conducted throughout the facility life-cycle including providing in a cost effective manner periodic inspections and maintenance of structures, systems and equipment necessary for the satisfactory containment of contamination, and for the protection of workers, the public, and the environment. Derived from DOE O 430.1C
Surveillance Review A review conducted to demonstrate continued compliance of a certified system to the ANSI/EIA-748-B, or as required by the contract, and in accordance with FAR clause 52.234-4, EVMS, to ensure company processes are being followed, verify the EVM data is useful, timely, and effective, and assess whether the data is used to make informed decisions. Surveillance Reviews conducted by the FPD staff would be on site; those reviews conducted by the PMSO and OECM may be conducted as desk reviews or on site depending on the pre-review risk assessment. Derived from DOE G 413.3-10B
Suspect/Counterfeit Item S/CI An item which is suspect when inspection or testing indicates that it may not conform to established Government or industry-accepted specifications or national consensus standards or whose documentation, appearance, performance, material, or other characteristics may have been misrepresented by the vendor, supplier, distributor, or manufacturer. A counterfeit item is one that has been copied or substituted without legal right or authority or whose material, performance, or characteristics have been misrepresented by the vendor, supplier, distributor, or manufacturer. Items that do not conform to established requirements are not normally considered S/CIs if non- conformity results from one or more of the following conditions (which must be controlled by site procedures as nonconforming items): (1) defects resulting from inadequate design or production quality control;(2) damage during shipping, handling, or storage;(3) improper installation; (4) deterioration during service; (5) degradation during removal; (6) failure resulting from aging or misapplication; or, (7) other controllable causes. IAEA-TECDOC-1169. DOE O 414.1D
Sustainability To create and maintain conditions, under which humans and nature can exist in productive harmony, that permit fulfilling the social, economic and other requirements of present and future generations. DOE O 413.3B
Sustainment Maintenance and repair activities necessary to keep the inventory of facilities in good working order. This includes regularly scheduled maintenance as well as anticipated major repairs or replacement of components that occur periodically over the expected service life of the facilities. Derived from DOE O 430.1C
System Linked components that provide a required function or capability identified during the design process and isolatable from other systems to allow for independent inspection or confirmation of process function. DOE G 413.3-23
System Description SD The set or series of integrated process descriptions and procedures that describe a contractor's Earned Value Management System. NDIA 2018a; DOD 2019
System Dynamics Models System Dynamics Modeling is a methodology for studying and managing complex feedback systems. Feedback refers to the situation X affecting Y and Y in turn affecting X perhaps through a chain of causes and effects. One cannot study the link between X and Y and, independently the link between Y and X and how the system will behave. Only the study of the whole system as a feedback system will lead to correct results. DOE G 413.3-7A
System Engineering Approach SEM A proven, disciplined approach that supports management in clearly defining the mission or problem; managing system functions and requirements; identifying and managing risk; establishing bases for informed decision-making; and, verifying that products and services meet customer needs. The goal of the system engineering approach is to transform mission operational requirements into system architecture, performance parameters and design details. DOE O 413.3B
System Testing System or subsystem level testing with integrated sets of components performed by entities identified in the contract to demonstrate attainment of requirements including, for example, balance of cooling loop flow or pressure, interlock and control logic verification, transfer pump performance, and safety function response time. DOE G 413.3-23
System Turnover The transfer of jurisdictional control of a system from one organization to another, typically part of the phased transition of a project from construction through commissioning and into operations. DOE G 413.3-23
System/Process Flowcharts A graphical representation of a particular sequence often used to show how one set of inputs could lead to one or more possible outcomes. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Systems Engineering A proven, disciplined approach that supports management in clearly defining the mission or problem; managing system functions and requirements; identifying and managing risk; establishing bases for informed decision-making; and verifying products and services meet customer needs DOE G 413.3-1
Tailoring An element of the acquisition process and must be appropriate considering the risk, complexity, visibility, cost, safety, security, and schedule of the project. Tailoring does not imply the omission of essential elements in the acquisition process or other processes that are appropriate to a specific project's requirements or conditions. DOE O 413.3B
Target Quantifiable or otherwise measurable characteristic that establishes a level at which a program aspires to perform. APM
Target Cost The program cost objective based on the negotiated contract cost, or the management goal value of the authorized work, plus the estimated cost of authorized unpriced work. Related terms: project target cost, program target cost, and contract target cost. (IP2M METRR EVMS Glossary) DOD 2019; SAE 2019
Task Analysis The systematic process of examining a task to identify skills, knowledge, and/or abilities required for successful task performance. DOE O 426.2
Task Dependencies A dependency that exists between two project schedule activities, or between a project schedule activity and a schedule milestone. The four possible dependencies include: finish-to-start; finish-to-finish; start-to-start; and, start-to-finish. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Task Duration The time between the start and finish dates of a project task/activity. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Technical Baseline Performance and design requirements, criteria, and characteristics derived from the mission need that provides the basis for project direction and execution, and aligns with the contractual scope requirements. DOE G 413.3-5A
Technical Independent Project Review TIPR An independent project review conducted prior to obtaining CD-2, for Hazard Category 1, 2, and 3 nuclear facilities. At a minimum, the focus of this review is to determine that the safety documentation is sufficiently conservative and bounding to be relied upon for the next phase of the project. DOE O 413.3B
Technology Technology is the making, modification, usage, and knowledge of tools, machines, techniques, crafts, systems, and methods of organization, in order to solve a problem, improve a pre-existing solution to a problem, achieve a goal, handle an applied input/output relation, or perform a specification. It can also refer to the collection of such tools, including machinery, equipment, modifications, arrangements, procedures, and systems working together as a unit. APM
Technology Maturity Plan TMP A document that details the steps necessary for developing technologies (machines, equipment, systems working together as a unit) which are less mature than desired to the point where they are ready for project insertion.?It is also known as the Technology Maturation Plan.
Technology Readiness Assessment TRA An assessment of how far technology development has proceeded. It provides a snapshot in time of the maturity of technologies and their readiness for insertion into the project design and execution schedule. DOE O 413.3B
Technology Readiness Level TRL A metric used for describing technology maturity. It is a measure used by many U.S. government agencies to assess maturity of evolving technologies (materials, components, devices, etc.) prior to incorporating that technology into a system or subsystem. DOE O 413.3B
Technology Readiness Level Calculator A tool developed by the US Air Force Research Laboratory for applying TRLs to technology development programs. In its present stage of development, the calculator is a Microsoft Excel spreadsheet application that allows the user to answer a series of questions about a technology project. Once the questions have been answered, the questions about a technology project. Once the questions have been answered, the calculator displays the TRL achieved. DOE G 413.3-4A
Test An element of verification for the determination of the capability of an item to meet specified requirements by subjecting the item to a set of physical, chemical, environmental, or operating conditions. ASME NQA-1-2008 with the NQA-1a-2009 addenda
Testing The determination of the capability of an item to meet specified requirements under a set of physical, chemical, environmental, or operational conditions. DOE G 413.3-23
Threat Risk with negative consequences. DOE G 413.3-7A
Three-Point Estimating An estimation technique that uses the weighted average of three cost or duration estimates ("optimistic," "pessimistic," and "most likely") to identify an estimate that is representative of the three scenarios. This technique is applied to improve the accuracy of estimates, especially when the underlying costs or activity durations are uncertain. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Time and Material Contract A contract in which the buyer (government) agrees to pay the seller (contractor) for all time and materials needed to perform the work. This contract is less attractive to the buyer as the buyer generally bears the most risk in cost overruns. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Time now The date that the scheduling tool treats as "today" (also known as the data date or status date). All dates "to the left" of time now are considered by the scheduling tool to be "in the past". All dates "to the right" of time now are considered by the scheduling tool to be "in the future". Related term: data date. (IP2M METRR EVMS Glossary) NDIA 2018a
Time-Based Schedule Performance Index SPIt The schedule efficiency at which the project/program has performed to date. Similar to SPI, but based on the time aspect of earned value, not the cost aspect. It is calculated by dividing the project/program?s earned schedule by the actual duration of the project/program to date. A value greater than 1 is favorable; a value less than 1 is unfavorable. It may be expressed as a value for a specific time period or cumulative to date. Unlike traditional SPI that will trend toward 1.00 at project/program completion, SPIt will remain above or below 1.00 if the project/program completes early or late respectively. (IP2M METRR EVMS Glossary) NDIA 2018a
To Complete Performance Index TCPI To complete performance index indicates the efficiency required for the work remaining to equal the BAC or EAC (depending on formula used), based on efficiencies to date. TCPIEAC = BCWR / (EAC-ACWP. The ratio may be also calculated with the BAC in the denominator indicating the efficiency required for the work remaining to complete within the BAC. TCPIBAC = BCWR / (BAC - ACWP). DOE G 413.3-10B
Total Allocated Budget TAB The sum of all budgets allocated to the contract for the project. The TAB is equal to the Contract Budget Base (Performance Measurement Baseline plus Management Reserve) unless an over target baseline (OTB) has been implemented.? After an OTB, the revised TAB=CBB + overrun. APM
Total Budget Need TBN Amount required to complete a contract that is part of the performance baseline. TBN should equal contract price; however, it may not because the total budget needed may be higher than the funds provided by the contract, i.e., when there is an OTB or cost cap. APM
Total Cost Management Effective application of professional and technical expertise to plan and control resources, costs, profitability, and risks; a systematic approach to managing cost throughout the life cycle of any enterprise, program, facility, project, product, or service through the application of cost engineering and cost management principles, proven methodologies, and the latest technology in support of the management process. It can also be considered the sum of the practices and processes that an enterprise uses to manage the total life-cycle cost investment in its portfolio of strategic assets. DOE G 413.3-21
Total Estimated Cost TEC All engineering design costs (after conceptual design), facility construction costs and other costs specifically related to those construction efforts. TEC will include, but is not limited to: project, design and construction management; contract modifications (to include equitable adjustments) resulting in changes to these costs; design; construction; contingency; contractor support directly related to design and construction; and equipment rental and refurbishment. DOE O 413.3B
Total Project Cost TPC All costs between CD-0 and CD-4 specific to a project incurred through the startup of a facility, but prior to the operation of the facility. Applicable costs to achieve CD-0 may also be included. Thus, TPC includes the total estimated cost and fee for all contracts included in the project and may include Government prime contracts for external independent review, technical support services, and other prime Government contracts for components of the projects. TPC is the summation of TEC plus OPC, as well as the summation of the PMB + MR + contingency + profit/fee + other DOE costs. DOE O 413.3B and DOE G 413.3-20
Total Quality Management TQM A management methodology for continuous improvement in the quality of products and processes. Total Quality Management is based on the principle that the quality of products and processes is the responsibility of everyone involved with the creation or consumption of the products or services offered by an organization, and requires involvement of management, the organization's workforce and suppliers to meet or exceed customer expectations. Standard Usage
Traceability The ability to trace the network logic from project/program start to finish through the Integrated Master Schedule (IMS) precedence or successor relationships. (IP2M METRR EVMS Glossary) NDIA 2018a
Trending (Trend) Analysis Systematic tracking of performance against established or planned objectives. Derived from DOE G 413.3-21
Triangle Distribution Subjective distribution of a population for which there is limited sample data. It is based on knowledge of the minimum and maximum and an inspired guess as to what the modal value might be. It is also used as an alternative to the Beta distribution in PERT, CPM, and similar forms of project management tools. DOE G 413.3-7A
Trigger Date The date for which a trigger metric is forecasted to be realized. DOE G 413.3-7A
Trigger Metric Event, occurrence or sequence of events that indicates the risk may be about to occur, or the pre-step for the risk indicating that the risk will be initiated. DOE G 413.3- 7A
Triple Constraint The triple constraint represents the relationship among the three main factors that limit a project team's options to deliver a project. These three constraints are time (schedule), cost (budget) and technical (scope). These factors are closely intertwined as one component cannot be altered without impacting one (or both) of the others. Therefore, altering one will often require that compensations are made with one of the other factors, resulting in a "trade off." For example, a request from the client to deliver the project sooner may require additional costs in order to fund the additional resources and labor needed to complete the project faster. If additional financing and resources are not available, a portion of project's technical requirements may need to be eliminated in order to meet the new deadline. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Type I Estimate Review This approach is not normally accomplished as an ICR/ICE, nor does it fulfill the requirements as specified in DOE O 413.3B, since it only consists of an assessment of the documentation available to support the estimate. It is merely an inventory of existing documents to determine that the required support documentation exists and to identify any missing data. This type of review can be beneficial for a project team facing an upcoming EIR or ICE, to ensure readiness to proceed with those activities. (AKA: Documentation Review) DOE G 413.3-21A
Type II Estimate Review This approach equates to the DOE O 413.3B ICR. For this review the ICR team reviews all available project documentation, receives briefings from the project team, holds discussions with the project team, completes sufficient analysis to assess the reasonableness of the project assumptions supporting the cost and schedule estimates, ascertains the validity of those assumptions, assesses the rationale for the methodology used, and checks the completeness of the estimate, including appropriate allowances for risks and uncertainties. The result is a report that details the findings and recommendations. (AKA Reasonableness Review) DOE G 413.3-21A
Type III Estimate Review This approach, in addition to incorporating all of theactivities needed for a Reasonableness Review, uses parametric techniques, factors, etc., to analyze project costs and schedules, and is usually accomplished at a summary WBS level. The parametric techniques (including CERs and factors) should be based on accepted historical cost/schedule analyses. At a minimum, these tools should be based on historic estimates from which models have been derived, and, where possible, from actual completed projects. An estimate with a minimum of 75 percent of the TPC based on parametric techniques is classified as a parametric estimate. (AKA Parametric Estimating Approach) DOE G 413.3-21A
Type IV Estimate Review This estimate also begins with the activities needed for a Reasonableness Review, but it also requires the ICE team to identify the key cost drivers. A "cost driver" is a major estimate element whose sensitivity significantly impacts TPC. Detailed, independent estimates should be developed for these cost drivers. Such estimates should include vendor quotes for major equipment, and detailed estimates of other materials, labor, and subcontracts. For the balance of the project costs, the project team?s estimate may be used (if deemed reasonable), or, if appropriate, parametric techniques may be used for certain portions of the project costs. An estimate which provides a detailed cost for all cost drivers is classified as a Sampling Estimate. (DOE 413.3-21)(AKA Sampling Approach) DOE G 413.3-21A
Type V Estimate Review This is the most detailed and extensive ICE effort. It begins with the activities needed for a Reasonableness Review. In addition, this approach requires a detailed bottom-up independent estimate for both cost and schedule. This will require quantity takeoffs/ development, vendor quotations, productivity analysis, use of historical information, and any other means available to do a thorough and complete estimate of at least 75 percent of the project?s cost. It may not be possible to do a completely independent estimate on some portions of the project estimate, and for those portions-which should not exceed 25 percent of the total estimate-the project estimate may be used if it has passed the test of reasonableness. In all cases, the total cost (TEC and TPC) should be developed. (AKA: Bottom-up Estimating Approach.) DOE G 413.3-21A
Uncertainty A term used to describe the inherent unknowns and inaccuracies related to costs and schedule estimates, as differentiated from risks. DOE G 413.3-7A
Uncertainty Analysis Considers all activities associated with one cost estimate and their associated risks. An uncertainty analysis may also be considered part of a risk analysis or risk assessment. Derived from DOE G 413.3-21
Undefinitized Work Authorized work for which a firm contract value has not been negotiated or otherwise determined. These are generally contract scope changes which have been directed by the customer but have not yet been fully negotiated/definitized. Related terms: authorized unpriced work and undefinitized changes. NDIA 2018a; DOD 2019; SAE 2019
Undistributed budget UB A temporary holding account for authorized scope of work and its budget that has not been assigned to a control account or summary level planning package. This is a part of the PMB and is contractor controlled. Modified from DOE G 413.3-20
Usage Variance A variance relative to material that is equal to the budgeted quantity less the actual quantity multiplied by the budgeted unit price, (i.e., (Budgeted Quantity-Actual Quantity) x Budgeted Unit Price). (IP2M METRR EVMS Glossary) DOD 2019
User Acceptance Process A process in which the customer/client tests whether the requirements of the contract are being met. This usually involves running a suite of tests-or cases-on a completed system, and the tests are performed by the customer prior to the customer accepting delivery or accepting ownership of the product, etc. AKA: Acceptance Testing Process. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Validation The process of evaluating project planning, development, baselines, and proposed funding before including a new project or system acquisition in the DOE program budget. (APM) 2. 2. The process of: (a) evaluating a system or component during, or at the end of the development process to determine whether it satisfies specified requirements; or, (b) providing evidence that the software, and its associated products, satisfies system requirements allocated to software at the end of each life-cycle activity, solves the right problem (e.g., correctly models physical laws, implements business rules, uses the proper system assumptions), and satisfies the intended use and user needs. IEEE Standard 1012-2004
Value Engineering VE Value engineering means an analysis of the functions of a program, project, system, product, item of equipment, building, facility, service, or supply of an executive agency, performed by qualified agency or contractor personnel, directed at improving performance, reliability, quality, safety, and life-cycle costs (section 36 of the Office of Federal Procurement Policy Act, 41 U.S.C. 401, et seq.) FAR 2.101
Value Engineering VE A structured technique commonly used in project management to optimize the overall value of the project. Often, creative strategies will be employed in an attempt to achieve the lowest life-cycle cost available for the project. The VE effort is a planned, detailed review/evaluation of a project to identify alternative approaches to providing the needed assets. DOE O 413.3B
Value Management VM An organized effort directed at analyzing the functions of systems, equipment, facilities, services and supplies for achieving the essential functions at the lowest life- cycle cost that is consistent with required performance, quality, reliability and safety. VM encompasses VE. DOE O 413.3B
Value Measuring Methodology A tool that allows planners to identify and balance tangible and intangible values when making purchasing and investment decisions, as well as monitor benefits. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Value Study VS An intensive review of requirements and the development of alternatives by the use of appropriate value techniques utilizing aspects of engineering, requirements analysis, the behavioral sciences, creativity, economic analysis and the scientific method. DOE O 413.3B
Variable Cost In cost-volume-profit analysis, costs of each unit that remain constant no matter how many units are made in the relevant range of production. Total variable cost increases as the total number of units produced increases. FAI Glossary
Variable (dependent and independent) A variable is a value that may change within the scope of a given problem or set of operations. The dependent variable generally represents the output or effect of a statistical test or test. Independent variables represent the inputs or causes. (PMCDP Glossary of Acronyms, Orders and Terms, dated January 2013) PMCDP Glossary
Variance A measurable change from a known standard or baseline. It is the difference between what is expected and what is actually accomplished. A variance is a deviation or departure from the approved scope, cost or schedule performance. Variances must be tracked and reported. They should not be eliminated, but mitigated through corrective actions. Baseline changes, if needed, are submitted for changes in technical scope, funding or directed changes. DOE O 413.3B
Variance at Completion VAC The difference between the budget at completion and the estimate at completion is VAC = BAC - EAC. (Source: DOE Guide 413.3-10A DOE EVM Gold Card). It may be calculated at any level from the control account up to the total contract. It represents the amount of expected overrun (negative VAC) or underrun (positive VAC). DOE G 413.3-10B. DOE EVMIG, Oct 2006
Vendor Any entity from which goods or services are required to complete a project/program. The entity may be internal or external to an organization. Vendors can include prime contractors, subcontractors, sub-tier contractors, or other entities. Related term: supplier. (IP2M METRR EVMS Glossary) NDIA 2018a
Verification The process of: (a) evaluating a system or component to determine whether the products of a given development phase satisfy the conditions imposed at the start of that phase; or, (b) providing objective evidence that the software and its associated products conforms to requirements (e.g., for correctness, completeness, consistency, accuracy) for all life-cycle activities during each life-cycle process (acquisition, supply, development, operation, and maintenance); satisfies standards, practices, and conventions during life-cycle processes; and, successfully completes each life-cycle activity and satisfies all the criteria for initiating succeeding life-cycle activities (e.g., building the software correctly). (IEEE Standard 1012-2004) DOE O 414.1D
Work A defined task or duty such as design, building, construction, maintenance, manufacture of equipment or components. various sources combined
Work Authorization Documentation WAD A contractor's internal process for authorizing the commencement of program work. All work within a program is described in terms of work scope, budget and schedule and authorized through the work authorization system. Related term: work authorization. (IP2M METRR EVMS Glossary) DOD 2019; NDIA 2018a
Work Breakdown Structure WBS Used by the project management team to organize and define a project into manageable objectives and create a blueprint by which the steps leading to the completion of a project are obtained. It is a product- oriented family tree composed of hardware, software, services, data and facilities and other project-unique tasks which serves as an outline of the project that becomes more detailed under the subheadings or work packages. Modified from DOE O 413.3B
Work Breakdown Structure (WBS) Dictionary: A WBS dictionary defines the work scope for each element in the WBS. The WBS is used as the basic building block for the planning of all authorized project work. The WBS is a product-oriented division of project tasks depicting the breakdown of work scope for work authorization, tracking, and reporting purposes, which facilitates traceability and provides a control framework for management. It should ensure that the work scope is entirely covered and allow for the integration of technical, schedule, and cost information. The WBS also facilitates communications as it establishes a common frame of reference for customers, management, and IPTs. A WBS is a direct representation of the work scope in the project, documenting the hierarchy and description of the tasks to be performed and their relationship to the product deliverables. The WBS breaks down all authorized work scope into appropriate elements for planning, budgeting, scheduling, cost accounting, work authorization, measuring progress, and management control. The WBS should be extended to the level necessary for management action and control based on the complexity of the work. Each item in the WBS is assigned a unique identifier. These identifiers should provide a structure for a hierarchical summation of costs and resources. DOE G 413.3-20
Work Breakdown Structure Dictionary A two-part document containing: 1) a listing of all WBS elements, and 2) the defined scope of each element. Work that is included, as well as closely related work that is excluded is normally contained in the definition of each WBS element. With EVM the dictionary may be extended to the Control Account Level or one level above. Modified from DOE G 413.3-20
Work Package WP A work package contains a task or set of tasks performed within a control account, and is the point at which work is planned, progress is measured, and earned value is computed. ANSI/EIA 748 Current Version
Work-in-Process WIP Material that has been released to manufacturing, engineering, design or other services under the contract and includes undelivered manufactured parts, assemblies, and products, either complete or incomplete.
Year A period of time lasting 12 months, from January 1 to December 31 (calendar year) or from October 1 to September 30 (US Government fiscal year). US Government fiscal year
Baseline Change Documentation A document that provides a complete description of a proposed change to an approved performance baseline, including the resulting impacts on the project/program scope, schedule, design, methods, and cost baselines. (IP2M METRR EVMS Glossary) DOE 2018