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Director’s Corner
External Independent
Review (EIR) – Major
DOE Project Management News
Findings, Findings, and
Observations
An FPD’s Perspective on Promoting Project Management Excellence
a Recent External
Independent Review
Scheduling Best
Practices: Assigning
Resource to All Activities
What is an FPD to do?
Lead the Team to Project
Success
New LMS for DOE: The
Learning Nucleus
Upcoming Training
July 2018 Edition
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Director’s Corner Director’s Corner
External Independent
Review (EIR) – Major
Findings, Findings, and Hope you are having a wonderful summer and are able to sneak in a
Observations vacation! Summer has hit full stride here in Washington DC. Along
with a heat wave came a big jump in humidity; better than snow, from
An FPD’s Perspective on my perspective.
a Recent External Speaking of perspectives, one of the reviews my office performs are
Independent Review External Independent Reviews (EIRs). These are done to provide
Project Management Executives (PMEs), senior leaders within the
Scheduling Best
Department of Energy (DOE), and Congress an independent assessment
Practices: Assigning and perspective of whether a capital asset project can be executed
Resource to All Activities within the proposed scope, schedule, and cost commitments.
Establishing the project's performance baseline is an important step. It
must be right, and validated so as to maximize the potential for project
What is an FPD to do? management success. It should be completely defined and
Lead the Team to Project documented before project execution and control activities are useful
Success and should begin. Collectively, these efforts are focused on project
Paul Bosco, execution success.
New LMS for DOE: The Director of the This month we look at one EIR recently conducted to support validation
Learning Nucleus Office of Project of the performance baseline at Critical Decision (CD)-2 for the Office of
Management (PM) Environmental Management's Outfall 200 Mercury Treatment Facility
Upcoming Training (OF200 MTF) Project. In this article, we have provided my office's
perspective, and the Federal Project Director's (FPD's) point of view, on
the EIR process. Thanks to Brian Henry for sharing his FPD experience
on the EIR.
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Director’s Corner Director’s Corner
External Independent
Review (EIR) – Major
Findings, Findings, and On another topic, we continue to work our way through the
Observations Government Accountability Office's (GAO's) Scheduling Assessment
Guide taking a closer look at GAO Scheduling Best Practice #3,
An FPD’s Perspective on Assigning Resources to All Activities. This is the third in a series of
a Recent External articles on GAO's Schedule Assessment Guide. The mentioned Guide,
Independent Review by the way, provides ten best practices to help project managers (and
auditors) ensure that the schedule is reliable. The reliability of the
schedule determines the credibility of the project's forecasted dates for
Scheduling Best decision-making. Within DOE, an Integrated Master Schedule (IMS) is
Practices: Assigning required, which must be resource-loaded and includes the entire
Resource to All Activities required scope of effort for a project's successful execution from start
to finish.
What is an FPD to do? Hope you enjoy the July edition. And, I hope you enjoy the summer.
Lead the Team to Project
Success Keep Charging!
Paul Bosco,
New LMS for DOE: The Director of the
Learning Nucleus Sincerely,
Office of Project
Management (PM) Paul Bosco
Upcoming Training
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Director’s Corner External Independent Review (EIR) – Major Findings, Findings,
External Independent and Observations
Review (EIR) – Major Mike Fenn, Project Assessments Division (PM-20)
Findings, Findings, and
Observations
For capital asset projects with a Total Project Cost (TPC) of $100M or more, DOE PM performs an EIR to
An FPD’s Perspective on
support validation of the project performance baseline (PB) at Critical Decision (CD)-2 and
a Recent External Construction/Execution Readiness at CD-3. In addition, EIRs are conducted for baseline change proposals
Independent Review which would change scope, schedule, or cost for a project beyond the approved PB.
The EIR evaluates the project’s scope, schedule, cost, and risk and assesses overall executability and
Scheduling Best constructability given the proposed performance baseline. The EIR will provide an assessment of the
Practices: Assigning project’s readiness to baseline and provide specific details of significant findings and observations made by
Resource to All Activities
the EIR team. These findings and observations are categorized as: Major Findings, Findings, and
Observations.
What is an FPD to do?
Lead the Team to Project So what are Major Findings, Findings and Observations?
Success
PM defines Major Findings, Findings, and Observations in the DOE PM External Independent Review (EIR)
Standard Operating Procedures (SOP), dated February 2016.
New LMS for DOE: The
Learning Nucleus A Major Finding is any deficiency, condition, shortcoming, error, or omission that affects the
project mission, the proposed PB scope, Key Performance Parameters (KPP), TPC, and/or CD-4
Upcoming Training schedule…
It is basically a deficiency, that, in the professional judgment of the EIR team, is of such significance that the
project team would not be able to successfully execute the project without that deficiency being corrected
prior to CD-2 approval. Major Findings also include any failure by the project team to satisfy all CD or
baseline change prerequisites as outlined in DOE Orders. Major findings must be resolved before DOE PM
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Director’s Corner External Independent Review (EIR) – Major Findings, Findings,
External Independent and Observations
Review (EIR) – Major Mike Fenn, Project Assessments Division (PM-20)
Findings, Findings, and
Observations An example of a Major Finding is that the project funding profile does not support the total project cost
estimate or the resource-loaded schedule. The funding profile approved by the PME must be aligned with
An FPD’s Perspective on the total project cost and be appropriately programmed in accordance with the resource-loaded schedule.
a Recent External
Independent Review A Finding is any lesser deficiency, condition, shortcoming, error, or omission, which does not
impact the project mission, scope, KPPs, TPC, or CD-4 schedule ...
Scheduling Best
Practices: Assigning The EIR team may deem that the deficiency could have an impact on the project scope, KPPs, schedule,
Resource to All Activities quality, safety, and risk management for the project team to successfully execute the proposed PB, unless
corrected. A Finding requires a corrective action plan (CAP) developed by the project team that outlines
how the Finding will be resolved and when it will be resolved. The CAP developed by the project team
What is an FPD to do?
Lead the Team to Project must be coordinated and accepted by the EIR team prior to the proposed PB being approved.
Success
A common Finding is that the FPD is not certified at the appropriate certification level for the project being
managed.
New LMS for DOE: The Observations are not Findings, but are comments on other project aspects that were evaluated
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by the EIR team. Observations may be positive, neutral, or negative. Negative Observations
typically identify actual or potential project management issues (not considered Findings)…
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The EIR team will provide a recommendation for correcting negative Observations, while Positive
Observations highlight project management procedures or processes taken by the project team that merit
recognition and may serve as a “lessons learned” for other project teams. Neutral Observations, while
neither negative nor positive, may be included to highlight an area reviewed by the EIR team.
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Director’s Corner External Independent Review (EIR) – Major Findings, Findings,
External Independent and Observations
Review (EIR) – Major Mike Fenn, Project Assessments Division (PM-20)
Findings, Findings, and
Observations
An example of a negative Observation is a project team’s risk documentation that does not adequately
An FPD’s Perspective on
describe risk mitigation activities and their link to risk reduction and responses to realized risks.
a Recent External The EIR team makes its determination of Major Findings, Findings, and Observations, based on clearly
Independent Review
identified and observed nonconformance with stated requirements, such as those in DOE orders, policies,
standards and directives. Consistent with industry project management best practices, recognized by the
Scheduling Best Project Management Institute (PMI), independent expert judgment of EIR team members is also an
Practices: Assigning acceptable basis to make these determinations, particularly, where there may be a perceived weakness in
Resource to All Activities
project planning and execution.
All Major Findings, Findings and Observations are documented in an EIR report. Major Findings and
What is an FPD to do?
Lead the Team to Project Findings are tracked in a Corrective Action Plan tracking log and followed up for closure.
Success
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Director’s Corner An FPD’s Perspective on a Recent External Independent Review
Brian Henry, FPD on Outfall 200 Mercury Treatment Facility
External Independent
Review (EIR) – Major The Oak Ridge Environmental Management (OREM) Outfall 200 Mercury Treatment Facility (OF200 MTF)
Findings, Findings, and
Observations recently underwent an External Independent Review (EIR). To prepare for the review, the Integrated
Project Team (IPT) reviewed the EIR Standard Operating Procedure and DOE G 413.3- 9, Project Review
An FPD’s Perspective on
Guide for Capital Asset Projects in order to fully understand the EIR process and what the Review Team
a Recent External would consider Major Findings, Findings and Observations. As discussed below, early planning,
Independent Review involvement of participants, and effective communication contributed to a highly collaborative, efficient
and effective EIR.
Scheduling Best The planning phase began with the development of a notional schedule and document checklists and
Practices: Assigning coordination with the EIR Review Team Lead well in advance of the on-site review. The Review Team Lead
Resource to All Activities
scheduled meetings between the IPT and the Review Team beginning 2 months in advance of the onsite
review. The IPT and the Review Team engaged in weekly conference calls to plan the review,
What is an FPD to do? communicate the approach and expectations of the review and resolve issues. The Review Team received
Lead the Team to Project
the required documents for review, and questions and additional requests for information were handled in
Success
a timely manner. The Review Team drafted the Review Plan, which the IPT reviewed and made
suggestions, which was then revised in advance of the onsite review. The approach for the review, down to
New LMS for DOE: The the details of interview participants and logistics, continued to be refined throughout the process.
Learning Nucleus
This extensive pre-planning and communications throughout between the IPT and the Review Team led to
Upcoming Training a productive EIR. Both the IPT and Review Team were well prepared and understood the scope and
approach for evaluating the project. The EIR Review Team included highly experienced reviewers. The
Project Peer Review (PPR) held approximately a year ahead of the EIR was also beneficial in preparing for
the EIR as the PPR included appendices containing “Lessons Learned” and “Additional Risk
Recommendations”. Addressing the recommendations from the PPR was helpful in minimizing findings
during the EIR. Onsite interviews were conducted per the pre-established schedule allowing most
Recently Certified questions and issues to be resolved during the onsite review itself. A comprehensive out brief was planned
and held to communicate findings, observations and preliminary recommendations for early consideration
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Director’s Corner An FPD’s Perspective on a Recent External Independent Review
Brian Henry, FPD on Outfall 200 Mercury Treatment Facility
External Independent
Review (EIR) – Major The OF200 MTF EIR did not identify any Major Findings in project planning or baseline development. EIR
Findings, Findings, and
Observations Findings regarding risk management, integration, and implementation strategies for contract-specific
requirements and documents are being used to define and document implementation approaches for
An FPD’s Perspective on
project execution in greater detail. By correcting these areas, we anticipate that project management,
a Recent External performance measurement and integration will operate more effectively during MTF construction. The
Independent Review Independent Cost Estimate (ICE) review process and reconciliation was also helpful in ensuring that the
project had an executable cost and schedule baseline which minimized optimism biases and reflected best
Scheduling Best practices.
Practices: Assigning The Major Findings, Findings and Observations were clearly written and presented to the IPT by the Review
Resource to All Activities
Team in the Draft EIR Report. The IPT Factual Accuracy review comments allowed some clarification of
facts, which resulted in refinement of the language used for some Observations recommendations. The EIR
What is an FPD to do? team lead was very helpful in reviewing the planned corrective actions and suggesting improvements to
Lead the Team to Project
make them more responsive. The EIR team lead has continued to be engaged in reviewing corrective
Success
actions as they are being implemented to insure the project’s actions are responsive to the findings.
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Director’s Corner Scheduling Best Practices – Assigning Resource to All Activities
Robert Loop, Project Controls Division (PM-30)
External Independent
Review (EIR) – Major
Findings, Findings, and The US Government Accountability Office (GAO) has published a Schedule Assessment Guide (GAO-16-
Observations 89G), which presents ten best practices associated with developing and maintaining a reliable, high-quality
project schedule. The Guide also provides principles for use by auditors to evaluate government program
An FPD’s Perspective on and project schedules. This article, the third in a PM-30 series describing various characteristics of high
a Recent External quality schedules that meet the criteria outlined in the GAO Schedule Assessment Guide, discusses
Independent Review
resource-loaded schedules (GAO Scheduling Best Practice #3, Assigning Resources to All Activities) which is
described as follows:
Scheduling Best
Practices: Assigning The schedule should reflect the resources (labor, materials, travel, facilities, equipment, and the
Resource to All Activities like) needed to do the work, whether they will be available when needed, and any funding or
time constraints.
What is an FPD to do? DOE O 413.3B, Attachment 1
Lead the Team to Project
This is consistent with DOE Order 413.3B which requires in
Contractor Requirements Document
Success Attachment 1, Contractor Requirements Document, a resource-
Paragraph 6
loaded integrated master schedule (IMS).
New LMS for DOE: The All types of resources, labor and non-labor, necessary to An Integrated Master Schedule (both
Learning Nucleus perform the project activities should be included in the IMS. resource-loaded and with critical
path) must be developed and
This includes Level-of-Effort (LOE), equipment and possibly
Upcoming Training maintained for the project. As a
indirectly charged resources performing discrete work on the minimum, a resource-loaded IMS
project. Schedule Visibility Tasks (SVTs), which should only must contain labor, material and
represent external activities in support of the project (e.g., DOE equipment costs to include unit prices
document review and approval, state permit review and and quantities. For firm fixed-price
approval, etc.), are not resource-loaded. contracts, the total contract cost must
be included in the integrated master
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Director’s Corner Scheduling Best Practices – Assigning Resource to All Activities
Robert Loop, Project Controls Division (PM-30)
External Independent
Review (EIR) – Major
Findings, Findings, and The purpose of resource-loading is to see “achievability”, or, as the guide describes it, since resources are
Observations not unlimited, resource-loading and leveling. Leveling may require modifying activity durations so that the
resources are more manageable and realistic. Leveling is based on Free Float and Total Float availability
An FPD’s Perspective on using a process described in the GAO guide. Resources which may have limited availability or constraints
a Recent External before they can be engaged are typically modeled with “Start On or After” constraints and justified as to
Independent Review
the resource constraint.
Since resource costing is typically done in the contractor’s Earned Value Management System (EVMS)
Scheduling Best
Practices: Assigning Performance Measurement Baseline (PMB) Cost Tool rather than the Integrated Master Schedule (IMS),
Resource to All Activities this allows various items such as equipment (which may be rented) to be included as non-labor, and
indirect resources performing direct PMB scope to be included as labor. Therefore, every activity
performing project scope should be represented in the time-phased PMB, and should contain budget and
What is an FPD to do?
Lead the Team to Project be resource-loaded.
Success When performing an analysis of the IMS, consider what Resource Loading Questions to Ask
activities in the project schedule are sequenced concurrently. If
New LMS for DOE: The a large percentage of activities are either baselined or • Are all activities performing PMB
Learning Nucleus forecasted to occur concurrently, it is of paramount importance scope defined and resource-
to verify the availability and allocation of resources to validate loaded?
Upcoming Training
the realism of the project schedule. The three questions to the
• Are the total resources necessary
right should be considered when determining the adequacy of reviewed for achievability and
the resource-loading. leveled as appropriate?
• Are the resources required justified
(e.g., to a basis of estimate) and
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applicable?
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Director’s Corner What is an FPD to do? Lead the Team to Project Success
Linda Ott, Professional Development Division (PM-40)
External Independent
Review (EIR) – Major
Findings, Findings, and You are assigned as the Federal Project Director and are ready to deliver a successful project. You will have
Observations an Integrated Project Team to support you. Since you are not executing a project on your own, one of your
biggest challenges is figuring out your role and how to effectively perform that role. What is the first thing
An FPD’s Perspective on you need to do?
a Recent External
Independent Review I just finished a 2-day course, Progressive Leadership in Projects and Programs, one of the courses in the
Federal Acquisition Institute’s Program and Project Management curriculum. The instructor, Mel
deGuzman, stated that the fundamental role of the project manager (PM) is to manage and control the
Scheduling Best
Practices: Assigning events that lead to project completion. He emphasized that the role of the PM is primarily to lead the
Resource to All Activities team and get out of the way so that the work can get done. The instructor illustrated this approach below.
Project Manager’s Job
What is an FPD to do?
Lead the Team to Project 10%
Success The PM CONTROLS ALL project work by:
Controlling all project constraints
New LMS for DOE: The Controlling all project variances
Learning Nucleus Controlling all project risks
INFLUENCING all project stakeholders to:
Upcoming Training 90%
Perform all project work to
DELIVER the project successfully
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Figure 1. From Progressive Leadership in Projects and Programs course
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Director’s Corner What is an FPD to do? Lead the Team to Project Success
Linda Ott, Professional Development Division (PM-40)
External Independent
Review (EIR) – Major As shown in Figure 1, 90% of the PM’s job is influencing the project stakeholders to work together to
Findings, Findings, and execute the project in accordance with the plan that the IPT developed together, which, at DOE, is called
Observations the Project Execution Plan. The remaining 10% is ensuring that the project challenges are addressed by the
IPT. At DOE, the FPD is much more than a project coordinator. The FPD’s role is to drive the project in
An FPD’s Perspective on keeping with the project plans, risks, budget, performance, etc. However, it is even more important to be
a Recent External
Independent Review
the project leader, keeping an eye on the project’s dynamics and paying attention to your most treasured
resource: People. The leader does more than just drive projects; they inspire, spur, and galvanize their
people to get the job done and move the project forward. The FPD is in command and control of the
Scheduling Best project, leading and empowering the IPT and project stakeholders to execute the project to successful
Practices: Assigning
Resource to All Activities completion.
If the FPD is managing the relationships with stakeholders and guiding members of the IPT, the team will
What is an FPD to do? work together to successfully deliver the project. Throughout the two day course, the instructor
Lead the Team to Project emphasized the role of the PM as the control point for the project. Underlying all of this is the mindset of
Success the PM and the importance of the project team’s commitment and buy-in. A flipchart from the class shows
the mindset of the PM.
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Director’s Corner What is an FPD to do? Lead the Team to Project Success
Linda Ott, Professional Development Division (PM-40)
External Independent
Review (EIR) – Major The PM mindset is to anticipate, prevent and be ready to manage project challenges by pre-qualifying and
Findings, Findings, and trusting the IPT, so that there is buy-in on the plan to deliver the project. Leadership is deeply personal.
Observations While leadership styles are highly variable and personal, to be effective, a PM must have committed
followers who are ready and empowered to carry out their expertise when necessary. The PM must have
An FPD’s Perspective on autonomy, mastery of the knowledge and skills required to lead and to embrace the PM’s purpose on the
a Recent External
Independent Review
project. On DOE’s capital asset projects, the project scope drives the budget and schedule. It is therefore
up to the FPD to set and manage project expectations and make sure that everyone associated with the
project has a clear understanding of their role on the project and the ultimate purpose of the project,
Scheduling Best which is to provide measurable business value.
Practices: Assigning
Resource to All Activities I hope this insight is valuable to you as you take on the challenging projects assigned to you as FPDs. I hope
these leadership nuggets resonate in the PMCDP classes. If you don’t find sufficient emphasis in these
What is an FPD to do? areas, please provide feedback to me or a member of the Office of Project Management (PM), so we can
Lead the Team to Project strengthen the classes.
Success
New LMS for DOE: The
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Director’s Corner New LMS for DOE: The Learning Nucleus
Sigmond Ceaser, Professional Development Division (PM-40)
External Independent
Review (EIR) – Major
Findings, Findings, and The Office of the Chief Human Capital Officer (HC) has implemented the new Learning Management
Observations
System (LMS) for the Department of Energy. The new LMS, called the Learning Nucleus, streamlines the
Department’s training operations and improves the user experience. The following PMCDP courses can be
An FPD’s Perspective on
a Recent External
accessed in the Learning Nucleus:
Independent Review • DOE PMCDP Environmental Laws and Regulations
• DOE PMCDP Earned Value Management Systems (24/7)
Scheduling Best • DOE PMCDP Scheduling
Practices: Assigning • DOE PMCDP Project Management Essentials
Resource to All Activities
DOE Federal employees can access the courses from Employee Self Service (ESS) without a separate
username and password or they can access the courses using the direct link to the Learning Nucleus. The
What is an FPD to do?
User Name is your DOE email address. Contact the Learning Nucleus Help Desk to get a temporary
Lead the Team to Project
Success password. In the Learning Nucleus Course Catalog, select “DOE Wide Catalog,” then “PMCDP.”
To access PMCDP courses via ESS…
New LMS for DOE: The 1. Login into ESS
Learning Nucleus
2. Select “Training” then “Access Training” then “Learning Nucleus”
3. In the Learning Nucleus Course Catalog, select “DOE Wide Catalog,” then “PMCDP”
Upcoming Training
Contractors need to have approval from their DOE Federal supervisor, Learning Nucleus Administrator or
Training POC, and PMCDP in order to establish an account. Contact the Learning Nucleus Help Desk to
establish an account. Once an account is established, access the courses using the direct link to the
Learning Nucleus. In the Learning Nucleus Course Catalog, select “DOE Wide Catalog,” then “PMCDP.”
If you have any questions or concerns, do not hesitate to contact the PMCDP.
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Director’s Corner Upcoming Training
External Independent
Review (EIR) – Major
Findings, Findings, and Click here to view Click Here for the Full
Observations training in FY 2018 Training
July/August Strategy*
An FPD’s Perspective on
a Recent External * To print the FY 2018
Independent Review Training Strategy, print only
pages 32-37 of this document
Scheduling Best
Practices: Assigning
Resource to All Activities On-Demand Online Training**
**On-Demand courses are available at any time through DOE’s Learning Nucleus
What is an FPD to do?
Lead the Team to Project
Success
Earned Value
Contracting Officer Environmental Laws
Management Systems
Representative and Regulations
New LMS for DOE: The (24/7)
Learning Nucleus 32 CLPs 24 CLPs
21 CLPs
Upcoming Training On-Demand On-Demand On-Demand
DAU Online Learning Nucleus Learning Nucleus
Project Management
Scheduling
Essentials
Click on any button 21 CLPs
50 CLPs
Recently Certified to view details
On-Demand On-Demand
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Director’s Corner Upcoming Training: July – August 2018
External Independent Online Training
Review (EIR) – Major
Findings, Findings, and
Observations Project Management Managing Contract Advanced Concepts in
Simulation Changes Project Management
An FPD’s Perspective on 5 days / 40 CLPs 4 days / 32 CLPs 50 CLPs
a Recent External
Independent Review July 23 – 27 July 30 – August 2 July 31 – September 25
Aiken, SC Richland, WA Adobe Connect
Scheduling Best
Practices: Assigning
Resource to All Activities
Project Risk Analysis
Value Management Value Management
and Management
What is an FPD to do? 3 days / 24 CLPs 3 days / 24 CLPs
Lead the Team to Project 3.5 days / 28 CLPs
Success
July 31 – August 2 August 6 – 9 August 7 – 9
Chicago/Argonne Richland, WA EMCBC
New LMS for DOE: The
Learning Nucleus
Upcoming Training Online Training
Acquisition Leadership through
Cost and Schedule
Management for Effective
Estimate and Analysis
Technical Personnel Communication
5 days / 40 CLPs
16 CLPs 3 days / 24 CLPs
Recently Certified August 20 – 24 August 21 – 30 August 28 – 30
Oak Ridge, TN Adobe Connect Aiken, SC
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Director’s Corner Upcoming Training: July – August 2018
External Independent
X
Project Management Simulation Online Training
Review (EIR) – Major
Findings, Findings, and
Observations Project Management Managing Contract Advanced Concepts in
PMCDP is offering an instructor-led delivery
Simulation of the 5-day course, Project Management
Changes Project Management
Simulation, July 23-27, 2018 in Aiken, SC.
An FPD’s Perspective on 5 days / 40 CLPs 4 days / 32 CLPs 50 CLPs
a Recent External This course provides the participant with the fundamental concepts of project management
Independent Review in the federal government, with an emphasis on application of tools and techniques to
July 23 – 27 July 30 – August 2 July 31 – September 25
manage
Aiken, SC a federal acquisition project. This courseWA
Richland, will include information to satisfy mid-level
Adobe Connect
requirements development and management processes, systems engineering, life cycle
Scheduling Best logistics, test and evaluation, and competencies and performance outcomes, as defined by
Practices: Assigning the FAC-P/PM policy and competency model.
Resource to All Activities
Discussions of the project life cycle phases
Projectwill
Riskintegrate
Analysis the systems engineering process
Value Management
and related test and evaluation decisions andmade by the integrated project team Value Management
Management
What is an FPD to do? (IPT).
3 days / 24 Expanding
CLPs on the integrated approach, the course includes information on how 3 daysto
/ 24 CLPs
Lead the Team to Project 3.5 days / 28 CLPs
develop an Integrated Master Plan (IMP), and also consider the total cost of ownership and
Success life cycle costs (LCC). Finally, the participants will reinforce the knowledge gained in this
July 31 – August
course and2 apply their skills to a series of August 6 – 9and case studies.
exercises August 7 – 9
Chicago/Argonne Richland, WA EMCBC
New LMS for DOE: The Learning Objectives:
Learning Nucleus • Explain the IPT’s role in relation to acquisition within the project life cycle
• Relate the systems engineering process to the technology acquisition process
Upcoming Training • Describe the Test and Evaluation team’s
Online function, the Master Test Strategy, and the
Training
V Model for testing
• Discuss the process to develop anAcquisition
Integrated Master Plan (IMP) Leadership through
Cost and Schedule
Management for Effective
You
Estimate andwill earn 40 continuous learningTechnical
Analysis points for this course.
Personnel
This is a Required course for
Communication
the Level
5 days / 40 CLPs
2 PMCDP certification for Federal Project Directors and is available to all DOE
employees. 16 CLPs 3 days / 24 CLPs
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August 20 –Code:
24 001029/0039 August 21 – 30 August 28 – 30
Oak Ridge, TN Adobe Connect Aiken, SC
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Director’s Corner Upcoming Training: July – August 2018
External Independent
X
Managing Contract Changes Online Training
Review (EIR) – Major
Findings, Findings, and
Observations ProjectPMCDP is offering an instructor-led delivery
Management Managingof the 4-day course, Managing Contract
Contract Advanced Concepts in
Changes, July 30-August 2, 2018 in Richland,
Simulation WA.
Changes Project Management
An FPD’s Perspective on This
5 days / 40course
CLPsaims to better prepare DOE 4Contracting
days / 32 CLPsOfficers (COs) and Federal Project50 CLPs
a Recent External Directors (FPDs) to manage project changes on complex construction projects through
Independent Review effective
July 23 – 27 management of contract modifications and2change orders.
July 30 – August July 31 – September 25
Aiken, SC Richland, WA Adobe Connect
Managing Contract Changes includes discussions of DOE’s historical and current contracting
Scheduling Best environment, authorities for contract modifications, and the various contract provisions and
Practices: Assigning legal doctrines that define and limit the ability for the Government to change contracts.
Resource to All Activities Additionally, the course examines the doctrine of constructive change, potential differences
Valuebetween project management changes andRisk
contract changes, and the things DOE senior level
Project Analysis
Management Value Management
and Management
contracting and program officials can do to improve the effectiveness of the change
What is an FPD to do?
Lead the Team to Project management process.
3 days / 24 CLPs
3.5 days / 28 CLPs
3 days / 24 CLPs
Success
You will earn 32 continuous learning points for this course. This is a Required course for
July 31 – August 2 August 6 – 9 August 7 – 9
the Level 1 PMCDP certification for Federal
Chicago/Argonne Project
Richland, WA Directors and is available to all DOE
EMCBC
New LMS for DOE: The employees.
Learning Nucleus CHRIS Code: 002102/0071
Upcoming Training Online Training
Acquisition Leadership through
Cost and Schedule
Management for Effective
Estimate and Analysis
Technical Personnel Communication
5 days / 40 CLPs
16 CLPs 3 days / 24 CLPs
Recently Certified August 20 – 24 August 21 – 30 August 28 – 30
Oak Ridge, TN Adobe Connect Aiken, SC
PM Values Your Feedback
Questions/Comments? DOE Project Management News │ July 2018Home
Director’s Corner Upcoming Training: July – August 2018
External Independent
X
Advanced Concepts in Project Management Online Training
Review (EIR) – Major
Findings, Findings, and
Observations ProjectPMCDP is offering a desktop delivery of
Management the course,
Managing Advanced Concepts in Project
Contract Advanced Concepts in
Management, July 31 – September 25, 2018.
Simulation This course consists of 15 live webinar
Changes Projectsessions
Management
An FPD’s Perspective on via/ Adobe
5 days 40 CLPs Connect. 4 days / 32 CLPs 50 CLPs
a Recent External This course covers the concepts of project management at an advanced level of expertise,
Independent Review and23expands upon best practices in project
July 30management from Federal agenciesJuly
and
July – 27 – August 2 31 the
– September 25
private
Aiken, SC sector. The course introduces a variety
Richland,ofWA
advanced topics and includes a research
Adobe Connect
project for participants to practice applying these concepts to DOE-specific projects. In
Scheduling Best
addition, participants will make formal presentations as part of the course to practice
Practices: Assigning
Resource to All Activities communications skills that are needed to make persuasive well-founded arguments to
multiple stakeholders on projects. Stakeholders may include senior management, Congress
Project Risk Analysis
Valueand the public.
Management Value Management
and Management
What is an FPD to do?
The/ 24course
3 days CLPs focuses on the following topics: 3 days / 24 CLPs
Lead the Team to Project 3.5 days / 28 CLPs
Success
• Project Management Competencies;
• Quality Management;
July 31 – August 2 August 6 – 9 August 7 – 9
• Technology Readiness Assessment;
Chicago/Argonne Richland, WA EMCBC
New LMS for DOE: The • Project Definition Rating;
Learning Nucleus • Project Execution;
• Financial Management; and
Upcoming Training • Lessons Learned. Online Training
You will earn 50 continuous learning points for this course. This is a Required course for
Acquisition Leadership through
the Schedule
Cost and Level 2 PMCDP certification for Federal ProjectforDirectors and is available to all Effective
Management DOE
employees.
Estimate and Analysis
Technical Personnel Communication
CHRIS Code: 001023/0043
5 days / 40 CLPs
16 CLPs 3 days / 24 CLPs
Recently Certified August 20 – 24 August 21 – 30 August 28 – 30
Oak Ridge, TN Adobe Connect Aiken, SC
PM Values Your Feedback
Questions/Comments? DOE Project Management News │ July 2018Home
Director’s Corner Upcoming Training: July – August 2018
External Independent
X
Value Management Online Training
Review (EIR) – Major
Findings, Findings, and
Observations Project Management Managing Contract Advanced Concepts in
PMCDP is offering an instructor-led delivery
Simulation of the 3-day course, Value Management,
Changes July 31-
Project Management
August 2, 2018 in Chicago, IL (Argonne).
An FPD’s Perspective on 5 days / 40 CLPs 4 days / 32 CLPs 50 CLPs
a Recent External Value Management (VM) provides participants with techniques for re-examining projects
Independent Review with a view to reducing total project costs. Designed for Federal and contractor personnel
July 23 – 27 July 30 – August 2 Julyincludes
31 – September
from Senior Managers to Project Directors
Aiken, SC
and their extended teams, the course
Richland, WA
an 25
Adobe Connect
overview of VE/VM concepts, principles, and definitions, and the various legal and regulatory
Scheduling Best drivers that now mandate its application. It also focuses on building skills and understanding
Practices: Assigning for applying VE/VM practices, tools and techniques to improve project and program cost and
Resource to All Activities schedule results, especially Return on Investment (ROI).
Project Risk Analysis
ValueThis course also teaches skills for organizing
Management a VM effort, structuring a job plan, Value
and analyzing
Management
and Management
What is an FPD to do? the/ 24
3 days functions
CLPs of
systems, equipment, facilities and supplies to achieve the lowest life-cycle
3 days / 24 CLPs
Lead the Team to Project 3.5 days / 28 CLPs
costs while maintaining the essential values of safety, performance, reliability, and quality.
Success The course applies modern practices in the field of Value Engineering and Value
Management
July 31 – August 2 (VE/VM) that emphasize good communications
August 6–9 and effective leadership of the
August 7–9
Chicago/Argonne
people involved. Richland, WA EMCBC
New LMS for DOE: The
Learning Nucleus You will earn 24 continuous learning points for this course. This is an Elective course for
the Level 2 PMCDP certification for Federal Project Directors and is available to all DOE
Upcoming Training employees. Online Training
CHRIS Code: 001037/0019 Leadership through
Acquisition
Cost and Schedule
Management for Effective
Estimate and Analysis
Technical Personnel Communication
5 days / 40 CLPs
16 CLPs 3 days / 24 CLPs
Recently Certified August 20 – 24 August 21 – 30 August 28 – 30
Oak Ridge, TN Adobe Connect Aiken, SC
PM Values Your Feedback
Questions/Comments? DOE Project Management News │ July 2018Home
Director’s Corner Upcoming Training: July – August 2018
External Independent
X
Project Risk Analysis and Management Online Training
Review (EIR) – Major
Findings, Findings, and
Observations ProjectPMCDP
Management Managing
is offering an instructor-led delivery 3.5-day course, Project RiskAdvanced
Contract
of the Analysis Concepts
and in
Simulation Changes Project Management
Management, August 6-9, 2018 in Richland, WA.
An FPD’s Perspective on 5 days / 40 CLPs 4 days / 32 CLPs 50 CLPs
This course is designed to prepare Federal Program or Project Managers to:
a Recent External
Independent Review • Determine project risks and develop risk management and mitigation strategies;
July 23 –• 27Determine at which points in aJuly 30 – August
project 2 risk analyses should beJuly
life-cycle 31 – September 25
performed;
Aiken, SC Richland, WA Adobe Connect
• Evaluate potential risk probability and consequences;
Scheduling Best • Determine risk factors;
Practices: Assigning • Select risk management or mitigation strategies; and
Resource to All Activities • Develop a risk management plan.
Project Risk Analysis
ValueParticipants
Management also acquire the skills that enable them to: Value Management
and Management
What is an FPD to do? • Assign risk responsibility between Federal agencies and contractors;
3 days / 24 CLPs 3 days / 24 CLPs
Lead the Team to Project • Determine appropriate project3.5cost and
days / 28schedule
CLPs contingencies for identified risks;
Success • Determine appropriate project management and project control tools to assist in
managing
July 31 – August 2 identified risks; and August 6 – 9 August 7 – 9
• Evaluate project Estimates at Completion
Chicago/Argonne Richland, WA(EAC) and remaining contingencies EMCBC
to
New LMS for DOE: The
Learning Nucleus
determine adequacy of funds.
You will earn 28 continuous learning points for this course. This is a required course for
Upcoming Training OnlineProject
the Level 1 PMCDP certification for Federal Training
Directors and is available to all DOE
employees.
Acquisition Leadership through
CHRIS
Cost and Code: 001033/0056
Schedule
Management for Effective
Estimate and Analysis
Technical Personnel Communication
5 days / 40 CLPs
16 CLPs 3 days / 24 CLPs
Recently Certified August 20 – 24 August 21 – 30 August 28 – 30
Oak Ridge, TN Adobe Connect Aiken, SC
PM Values Your Feedback
Questions/Comments? DOE Project Management News │ July 2018Home
Director’s Corner Upcoming Training: July – August 2018
External Independent
X
Value Management Online Training
Review (EIR) – Major
Findings, Findings, and
Observations Project Management Managing Contract Advanced Concepts in
PMCDP is offering an instructor-led delivery
Simulation of the 3-day course, Value Management,
Changes August
Project Management
7-9, 2018 at EMCBC.
An FPD’s Perspective on 5 days / 40 CLPs 4 days / 32 CLPs 50 CLPs
a Recent External Value Management (VM) provides participants with techniques for re-examining projects
Independent Review with a view to reducing total project costs. Designed for Federal and contractor personnel
July 23 – 27 July 30 – August 2 Julyincludes
31 – September
from Senior Managers to Project Directors
Aiken, SC
and their extended teams, the course
Richland, WA
an 25
Adobe Connect
overview of VE/VM concepts, principles, and definitions, and the various legal and regulatory
Scheduling Best drivers that now mandate its application. It also focuses on building skills and understanding
Practices: Assigning for applying VE/VM practices, tools and techniques to improve project and program cost and
Resource to All Activities schedule results, especially Return on Investment (ROI).
Project Risk Analysis
ValueThis course also teaches skills for organizing
Management a VM effort, structuring a job plan, Value
and analyzing
Management
and Management
What is an FPD to do? the/ 24
3 days functions
CLPs of
systems, equipment, facilities and supplies to achieve the lowest life-cycle
3 days / 24 CLPs
Lead the Team to Project 3.5 days / 28 CLPs
costs while maintaining the essential values of safety, performance, reliability, and quality.
Success The course applies modern practices in the field of Value Engineering and Value
Management
July 31 – August 2 (VE/VM) that emphasize good communications
August 6–9 and effective leadership of the
August 7–9
Chicago/Argonne
people involved. Richland, WA EMCBC
New LMS for DOE: The
Learning Nucleus You will earn 24 continuous learning points for this course. This is an Elective course for
the Level 2 PMCDP certification for Federal Project Directors and is available to all DOE
Upcoming Training employees. Online Training
CHRIS Code: 001037/0018 Leadership through
Acquisition
Cost and Schedule
Management for Effective
Estimate and Analysis
Technical Personnel Communication
5 days / 40 CLPs
16 CLPs 3 days / 24 CLPs
Recently Certified August 20 – 24 August 21 – 30 August 28 – 30
Oak Ridge, TN Adobe Connect Aiken, SC
PM Values Your Feedback
Questions/Comments? DOE Project Management News │ July 2018Home
Director’s Corner Upcoming Training: July – August 2018
External Independent
X
Cost and Schedule Estimate and Analysis Online Training
Review (EIR) – Major
Findings, Findings, and
Observations Project Management Managing Contract Advanced Concepts in
PMCDP is offering an instructor led delivery
Simulation of the 5-day course, Cost and Schedule
Changes Estimate
Project Management
and Analysis, August 20-24, 2018 in Oak Ridge, TN.
An FPD’s Perspective on 5 days / 40 CLPs 4 days / 32 CLPs 50 CLPs
a Recent External This course provides participants with a high-level overview of cost and schedule estimation
Independent Review techniques necessary for successful project management. Participants receive practical skills
July 23 – 27 July 30 – August 2 July 31 – September 25
training
Aiken, SC on how to develop independent Richland,
cost andWA schedule estimates and how such
Adobe Connect
estimates factor into a project's baseline. The course teaches skills used across the project
Scheduling Best life cycle, but focuses on estimates developed in project planning and the early stages of
Practices: Assigning project execution (preliminary design).
Resource to All Activities
Topics include:
• Identifying cost and scheduleProject
Value Management
Risk Analysis
estimates; Value Management
and Management
What is an FPD to do? • Basic estimating methods;
3 days / 24 CLPs 3 days / 24 CLPs
Lead the Team to Project • Group analysis techniques; 3.5 days / 28 CLPs
Success • Applying life-cycle costing techniques;
• Validating
July 31 – August 2 estimates; August 6 – 9 August 7 – 9
• Determining critical path schedule
Chicago/Argonne for a project;
Richland, WA EMCBC
New LMS for DOE: The • Crashing and fast-tracking methods; and
Learning Nucleus
• Relationship between budget authorization and budget outlay schedules, project
estimates, and the project funding profile.
Upcoming Training Online Training
You will earn 40 continuous learning points for this course. This is a Required course for
the Level 2 PMCDP certification for Federal Project Directors and is available to
Acquisition all DOE through
Leadership
Cost and Schedule
employees.
Estimate and Analysis
Management for Effective
Technical Personnel Communication
CHRIS Code: 001044/0033
5 days / 40 CLPs
16 CLPs 3 days / 24 CLPs
Recently Certified August 20 – 24 August 21 – 30 August 28 – 30
Oak Ridge, TN Adobe Connect Aiken, SC
PM Values Your Feedback
Questions/Comments? DOE Project Management News │ July 2018Home
Director’s Corner Upcoming Training: July – August 2018
External Independent
X
Acquisition Management for Technical Personnel Online Training
Review (EIR) – Major
Findings, Findings, and
Observations Project Management Managing Contract Advanced Concepts in
of the course, Acquisition Management
PMCDP is offering a pilot desktop delivery Changes
Simulation for
Project Management
Technical Personnel, August 21-30, 2018 via Adobe Connect.
An FPD’s Perspective on 5 days / 40 CLPs 4 days / 32 CLPs 50 CLPs
a Recent External Every year the Department of Energy spends over 90 percent of its budget on purchases
Independent Review from the private sector. Because of the Federal Government's special fiduciary relationship,
July 23 – 27 July 30 – August 2 July 31 – is
September
the acquisition system established to manage
Aiken, SC
these expenditures of taxpayer monies
Richland, WA
very 25
Adobe Connect
different in some respects from commercial transactions between private parties. The
Scheduling Best principal purpose of the DOE acquisition system is to deliver on a timely basis the best value
Practices: Assigning product or service to the customer while adhering to the laws, regulations, policies, and
Resource to All Activities directives of the United States Government and the Department. This course examines the
Valueportion of the acquisition process commonly referred to as “procurement.” ThisValue
part Management
of the
Project Risk Analysis
Management
and Management
process typically begins with the completion of the acquisition strategy and the development
What is an FPD to do?
Lead the Team to Project of the acquisition plan. The process proceeds
3 days / 24 CLPs
3.5 days /through
28 CLPs development of a solicitation,
3 days / 24 CLPs
Success solicitation and evaluation of proposals, and contract award. Another course (see below),
Contract Administration for Technical Representatives,
July 31 – August 2 August 6 – 9
continues through contract August 7 – 9
administration
Chicago/Argonne and contract closeout (although these
Richland, WA topics are summarized at the end of
EMCBC
New LMS for DOE: The this course to provide a complete picture of the acquisition process).
Learning Nucleus
You will earn 16 continuous learning points for this course. This is a Required course for
Upcoming Training
the Level 1 PMCDP certification for Federal
OnlineProject Directors and is available to all DOE
Training
employees.
CHRIS
Cost and Code: 000145/0046
Schedule
Acquisition Leadership through
Management for Effective
Estimate and Analysis
Technical Personnel Communication
5 days / 40 CLPs
16 CLPs 3 days / 24 CLPs
Recently Certified August 20 – 24 August 21 – 30 August 28 – 30
Oak Ridge, TN Adobe Connect Aiken, SC
PM Values Your Feedback
Questions/Comments? DOE Project Management News │ July 2018Home
Director’s Corner Upcoming Training: July – August 2018
External Independent
X
Leadership Through Effective Communication Online Training
Review (EIR) – Major
Findings, Findings, and
Observations Project Management Managing Contract Advanced Concepts in
PMCDP is offering an instructor-led delivery
Simulation of the 3-day course, Leadership Through
Changes Project Management
Effective Communication, August 28-30, 2018 in Aiken, SC.
An FPD’s Perspective on 5 days / 40 CLPs 4 days / 32 CLPs 50 CLPs
a Recent External This course is a highly interactive session focused on developing powerful communication
Independent Review skills to lead people and manage projects. The course emphasizes personal communications
July 23 – 27 July 30 – August 2
preferences and the impacts of these preferences
Aiken, SC Richland, WA
on others, and provides tipsJuly
and31 – September 25
Adobe Connect
techniques for maximizing effectiveness in leading project teams. Skills-based lessons
Scheduling Best include:
Practices: Assigning • The use of different communications styles
Resource to All Activities • Techniques for managing conflict
• Giving and receiving feedback
Value Management
Project Risk Analysis
Value Management
and Management
• Decision-making
What is an FPD to do? 3 days / 24 CLPs 3 days / 24 CLPs
Lead the Team to Project 3.5 days / 28 CLPs
The course provides a practical and effective toolkit for communicating in a project-focused
Success environment, and a resource list for continuous learning.
July 31 – August 2 August 6 – 9 August 7 – 9
You will earn 24 continuous learning points
Chicago/Argonne for this
Richland, WA course. This is a required course for
EMCBC
New LMS for DOE: The the Level 2 FPD certification for Federal Project Directors and is available to all DOE
Learning Nucleus employees.
CHRIS Code: 002366/0032 Online Training
Upcoming Training
Acquisition Leadership through
Cost and Schedule
Management for Effective
Estimate and Analysis
Technical Personnel Communication
5 days / 40 CLPs
16 CLPs 3 days / 24 CLPs
Recently Certified August 20 – 24 August 21 – 30 August 28 – 30
Oak Ridge, TN Adobe Connect Aiken, SC
PM Values Your Feedback
Questions/Comments? DOE Project Management News │ July 2018Home
Director’s Corner Upcoming Training
External Independent
X
Contracting Officer Representative (CLC 222)
Review (EIR) – Major
Findings, Findings, and Click here to view Click Here for the Full
Observations trainingdesigned
This course is specifically in FY 2018 Training
for Contracting Officer's Representatives (CORs) who are
July/August
responsible for assuring Strategy*
that contractors are performing the technical portion of their job.
An FPD’s Perspective on This course will provide CORs the breadth of knowledge required to perform their role,
a Recent External including knowledge related to COR roles and responsibilities, * Toasprint
wellthe
as fundamentals
FY 2018 of
Independent Review contracting regulations, types, phases, and other elements; Training Strategy, print only and
awareness of ethical, legal,
cultural factors that impact COR responsibilities; and information
pages 32-37 necessary to effectively
of this document
evaluate situations, apply knowledge gained, and make correct decisions to carry out COR
Scheduling Best responsibilities.
Practices: Assigning
Resource to All Activities Course objectives include: On-Demand Online Training**
• Understanding the role of the COR
**On-Demand courses are available at any time through DOE’s Learning Nucleus
• Understanding what constitutes an effective COR
What is an FPD to do?
Lead the Team to Project • Learning to read and understand a contract
Success
Earned Value
Contracting Officer Environmental Laws
Management Systems
RepresentativeRegistration isand
through DAU Online
Regulations
New LMS for DOE: The (24/7)
Learning Nucleus You will earn 32 continuous
32 CLPs learning points for24this
CLPscourse. This is a Required course for
21 CLPs
the Level I Federal Project Director certification and is available to all DOE employees.
Upcoming Training On-Demand On-Demand On-Demand
DAU Online Learning Nucleus Learning Nucleus
Project Management
Scheduling
Essentials
21 CLPs
50 CLPs
Recently Certified
On-Demand On-Demand
PM Values Your Feedback Learning Nucleus Learning Nucleus
Questions/Comments? DOE Project Management News │ July 2018Home
Director’s Corner Upcoming Training
External Independent
X
Environmental Laws and Regulations
Review (EIR) – Major
Findings, Findings, and PMCDP hosts on DOE’s
Click hereLearning
to view Nucleus a Level II Elective Course titled
Click Here for“Environmental
the Full Laws
Observations and Regulations.” training
This online
in course provides an overview and basic working
FY 2018 Training knowledge of
pertinent environmental laws
July/August and regulations, and how those laws and regulations
Strategy* impact
managing projects at DOE. The course identifies the resources to assist DOE staff and
An FPD’s Perspective on
managers in the event they are asked to support or manage a project with potential
a Recent External * To print
environmental impacts. This course supports DOE employees and thethe FY 2018 in
Department
Independent Review Trainingenergy
Strategy, print only
achieving environmental sustainability goals, including reducing use, enhancing
pollution prevention, and water conservation. pages 32-37 of this document
Scheduling Best Upon completion of the training, all participants will be able to identify the intent of the
Practices: Assigning major Federal environmental laws, regulations, DOE Orders, Directives and guidance.
Resource to All Activities On-Demand Online Training**
Participants will also be able to list the detailed processes involved in the implementation of
major **On-Demand
environmental courses
requirements by the Department
are available of Energy.
at any time through DOE’s Learning Nucleus
What is an FPD to do? This course is comprised of seven modules.
Lead the Team to Project • DOE’s Framework for Environmental Compliance
Success • All About Water
• All About Air Officer Earned Value
Contracting Environmental Laws
Management Systems
New LMS for DOE: The
• All About Waste
Representative and Regulations
(24/7)
Learning Nucleus • All About Clean Up
32 CLPs 24 CLPs
• Sustainability 21 CLPs
• Cultural Considerations
Upcoming Training On-Demand On-Demand On-Demand
Successful completion of any six modules isLearning
DAU Online required to receive credit for
Nucleus the course.
Learning Nucleus
However, a seventh module can be completed for continuous learning points.
Registration is through the Learning Nucleus
Project Management
You will earn 24 continuous learning points for this course.Scheduling
This is an elective course for
Essentials
the Level II Federal Project Director certification and is available to all DOE employees.
21 CLPs
50 CLPs
Recently Certified
On-Demand On-Demand
PM Values Your Feedback Learning Nucleus Learning Nucleus
Questions/Comments? DOE Project Management News │ July 2018You can also read
