Guide Purpose

The purpose of this guide will be to provide guidance on how IT is
integrated into the program and project management process for the
planning, programming, budgeting, and acquisition of capital assets
consistent with Office of Management and Budget (OMB) circulars; OMB
Circular A-11, OMB Circular A-123, OMB Circular A-130, and the
Clinger-Cohen Act of 1996. The IT Guidance will provide specific
guidance on the acquisition of IT materials, services, and equipment
within a project management framework of Initiation Phase, Definition
Phase, Execution Phase, and Transition/Close Phase. The IT Program
Guidance will provide a manner to best manage the risks and returns of
IT investments.  

Capital assets are land, structures, equipment, and (IT) Information
Technology (e.g., hardware, software, and applications) that are used by
the Federal Government and that have an estimated useful life of 2 years
or more. 

Project management requires establishment and maintenance of a capital
programming process that links mission needs and capital assets in an
effective and efficient manner.   Effective capital programming requires
long-range planning and a disciplined budget decision-making process as
the basis for managing a portfolio of assets to achieve performance
goals and objectives with minimal risk, lowest life-cycle costs, and
the greatest cost saving benefits to meet those objectives.  Federal
program and project managers are accountable for the planning,
programming, budgeting, and acquisition of capital assets.  The
principal Department of Energy goal is to deliver capital assets on
schedule, within budget, and fully capable of meeting mission
performance and environmental, safety, and health standards.  

Guide Scope

An effective IT project guidance provides for an effective system and
should provide for

-   Acquisition Strategy

-   Critical Decision

-   Conceptual Design/Conceptual Design Report.

-   Earned Value Management System.

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-   Integrated Project Team

-   Capital Planning and Investment Control (CPIC)

-   Enterprise Architecture (EA)

-   Project Execution Plan

-   Quality Assurance

-   Change Control

-   Risk Management

-   Security

-   Tailoring

-   Surveillance (ANSI/EIA 748-A-1998)

-   Communications Plan (This will be utilized to Communicate with team
    members)

**Key Interfaces and Dependencies**

-   OMB Circular A-11

-   OMB Circular A-123

-   OMB Circular A-130

-   Clinger-Cohen Act of 1996. 

-   DOE Order 413.3A

-   DOE G 413.3-1 Management of Design and Construction

-   DOE G 413.3-2 Quality Assurance

-   DOE G 413.3-3 Safeguards and Security

-   DOE G 413.3-4 Tailoring

-   DOE G 413.3-5 Performance Baseline and Baseline Management

-   DOE G 413.3-6 Environmental Stewardship

-   DOE G 413.3-8 EM Clean-up Projects

-   DOE G 413.3-9 Project Reviews

-   DOE G 413.3-10 Earned Value Management

-   DOE G 413.3-11 Project Management Lessons Learned Process

-   DOE G 413.3-12 Cost Estimating

-   DOE G 413.3-13 Acquisition Strategies

-   DOE G 413.3-14 IT Projects

-   DOE G 413.3-15 Project Execution Plans

-   DOE G 413.3-16 CD-4

-   DOE G 413.3-17 Mission Need Statement

-   DOE G 413.3-18 Integrated Project Teams

-   Other DOE Program Offices

-   DOE Field Offices

-   IT Project Plan of Action with Milestones (POAM)

Team Membership, Roles & Estimated Resource Requirements

Membership

Ronald L. Marchitelli, Team Lead, IM-62

Linda Roberts, Office of the Chief Information Officer, DOE HQ

Dell Morgan, Oak Ridge National Laboratory

Stan Collins, Office of the Chief Information Officer, DOE HQ

Toni Jimenez, Washington Savannah River Company

Responsibilities and Resources

+---------+----------+------------------------+---------------+-------+
| Name    | Orga     | Telephone and e-mail   | R             | Hours |
|         | nization |                        | esponsibility |       |
+---------+----------+------------------------+---------------+-------+
| Ronald  | IM-62    | Phone: 301-903-4634    | Team Lead,    | TBD   |
| L.      |          |                        | Facilitator,  |       |
| Marc    |          | Fax: 301-903-4101      | IT Charter    |       |
| hitelli |          |                        | and Guidance  |       |
|         |          | ronald.                | input         |       |
|         |          | marchitelli@hq.doe.gov |               |       |
+---------+----------+------------------------+---------------+-------+
| Linda   | DOE-HQ,  | Phone: 202-586-0983\   | Charter and   | TBD   |
| Roberts | CIO      | Li                     | Guidance      |       |
|         |          | nda.Roberts@hq.doe.gov | input         |       |
+---------+----------+------------------------+---------------+-------+
| Dell    | ORNL     | Phone: 865-574-6430    | Capital       | TBD   |
| Morgan  |          |                        | projects      |       |
|         |          | morganbl@ornl.gov      |               |       |
|         |          |                        | program and   |       |
|         |          |                        | project       |       |
|         |          |                        | management    |       |
|         |          |                        | consultation  |       |
+---------+----------+------------------------+---------------+-------+
| Stan    | DOE-HQ,  | Phone: 202-586-4154    | Charter and   | TBD   |
| Collins | CIO      |                        | Guidance      |       |
|         |          | Stan.                  | input         |       |
|         |          | Collins@hq.doe.gov     |               |       |
+---------+----------+------------------------+---------------+-------+
| Toni    | WSRC     | Phone: 803-852-8758    | Research, IT  | TBD   |
| Jimenez |          |                        | charter and   |       |
|         |          | Cell: 706-330-8600     | guide input   |       |
|         |          |                        |               |       |
|         |          | Toni.jimenez@srs.gov   |               |       |
+---------+----------+------------------------+---------------+-------+

Key Milestones

The following indicates a list of required key milestones (at a
minimum):

1.  Detailed Plan of Action with additional milestones

2.  Draft guide ready for collaborative team review

3.  Draft guide ready for RevCom

4.  Guide Formally Issued

Key Milestones Comments

We could put a milestone comment here to establish that we are putting
together a communications plan to establish the communications practice
with Team members (Teleconference, Email, Video Conferencing, and
establish a time frame (as needed, once a week, every other week, etc)

Charter Approvals

**Team POC:
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_**

**Ronald L. Marchitelli Date**

**IT Project Guidance 14, POC**

**Lead Program Office:
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_**

**TheAnne Gordon Date**

**Associate CIO for IT -- IM-20**

**OECM: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_\_**

**John Makepeace, OECM Date**