Acceptance. Acceptance constitutes acknowledgment that the supplies or services conform with applicable subcontract requirements for quantity and quality. Acceptance may take place before, at the time of, or after delivery, depending upon the provisions of the subcontract.
Acceptance Testing. The performance of all testing necessary to demonstrate that the completed effort operates in accordance with the defined requirements, plans, and specifications, including reliability, maintainability, and availability.
Acquisition Executive. The individual designated by the Secretary of Energy to integrate and unify the management system for a program portfolio of projects, and to implement prescribed policies and practices.
Acquisition Plan. The acquisition plan provides the procurement and contracting detail for elements of a system, program, or project. The acquisition plan is execution oriented, provides the framework for conducting and accomplishing the procurements, and includes actions from solicitation preparation through contract award administration.
Acquisition Program or Project. Acquisition programs and projects are acquisitions of capital assets equal to or greater than $5 million, regardless of the funding source, that deliver a product, or capability, with a specified beginning and end, a stated cost, and expected performance objectives. They are directed, funded efforts whose purpose is to provide a useful, material capability in response to a validated mission or business need. An acquisition program may be facility construction, infrastructure repairs or modifications, system, production capability, remediated land, closed site, disposal effort, software development, information technology, space system, research capability, or other asset. Acquisition programs, as they relate to projects, are generally made up of multiple projects, related by a common mission, in which each project remains a useful segment and able to perform its intended function.
Acquisition Strategy. An acquisition strategy is a high-level business and technical management approach designed to achieve project objectives within specified resource constraints. 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.
Active Phase. The time period of a project from the start of conceptual design to the end of the construction phase.
Activity Hazard Analysis. Refer to Job Hazards Analysis.
Actual Cost of Work Performed (ACWP). Total costs incurred (direct and indirect) in accomplishing an identified element or scope of work during a given time period. See also EARNED VALUE.
ACWP. Abbreviation for the Actual Cost of Work Performed.
A/E. Abbreviation for Architect/Engineer.
AHJ. Abbreviation for Authority Having Jurisdiction.
AI. Abbreviation for Authorizing Individual.
Approved Budget. A specific amount of funds dedicated towards a project(s) that has been authorized by the Department of Energy (DOE).
Authority. Authority is the right, pertaining to a specific issue, to give an order and have it obeyed, or to make a decision and have it accepted.
Authority Having Jurisdiction (AHJ). An organization, office, or individual responsible for enforcing the requirements of a code or standard, or for approving equipment, materials, an installation, or a procedure. The authority for the AHJ is ultimately derived from the Department of Energy (DOE).
Authorizing Individual. The Authorizing Individual (AI) is designated by the Facilities Division and responsible for a work activity’s technical, financial, administrative, and EHS objectives. Typically, the Authorizing Individual is the Project Manager.
B&R. Abbreviation for Budget and Reporting Classification.
BA/BO. Abbreviation for Budget Authority (Authorization)/Budget Obligation.
BAC. Abbreviation for Budget At Completion.
Basis of Design (BOD). Basis of Design is the Design Professional’s narrative response to the Owner's Project Requirements (OPR), which details how the design provides the performance and operational requirements of a project and its systems.
BCWP. Abbreviation for the Budgeted Cost of Work Performed.
BCWS. Abbreviation for the Budgeted Cost of Work Scheduled.
Bid Bond. A written guaranty from a third party guarantor (usually a bank or an insurance company) submitted to a principal (client or customer) by a contractor (bidder) with a bid. A bid bond ensures that on acceptance of a bid by the customer the contractor will proceed with the contract and will replace the bid bond with a performance bond.
Beneficial Occupancy. The process by which a facility or portions thereof is released for use by others, prior to final acceptance. Non-integral or subsidiary items and correction of design inadequacies subsequently brought to light may be completed by the Engineer of Record and/or Subcontractor after the Beneficial Occupancy date per the warranty management process.
BOD. Abbreviation for Basis of Design.
Budget and Reporting Classification (B&R). Defines the budget coding structure that parallels DOE activities and programs. This structure is used for executing the budget, reporting actual obligations, costs, and revenues, and controlling and measuring actual versus budgeted performance. The Budget and Reporting Classification is an alphanumeric designator assigned by the DOE to all funding sources. It is a Work Breakdown Structure (WBS) and facilitates identification of funding/costs for specific research areas (or small projects) on a Lawrence Berkeley National Laboratory (LBNL) or DOE nationwide basis.
Budget at Completion (BAC). The total authorized budget for accomplishing the scope of work. It is equal to the sum of all allocated budgets plus any undistributed budget. (Management Reserve is not included.) The Budget at Completion will form the Performance Baseline.
Budget Authority (Authorization)/Budget Obligation (BA/BO) Schedule. A schedule showing the distribution of project obligations and costs over time by WBS. Also shows the funding profile and funding requirements for the project.
Budgeted Cost of Work Performed (BCWP). A measurement of the work completed (in Earned Value Management terminology). BCWP is the value of work performed, or “earned,” when compared to the original plan, that is, the Budgeted Cost of Work Scheduled. The BCWP is called the Earned Value. See also EARNED VALUE.
Budgeted Cost of Work Scheduled (BCWS). The sum of the budgets for all work (work packages, planning packages, etc.) scheduled to be accomplished (including in-process work packages), plus the amount of level of effort and apportioned effort scheduled to be accomplished within a given time period. Also called the Performance Measurement Baseline. See also EARNED VALUE.
Budgeting. The process of translating resource requirements into a funding profile.
Building Official. The University is its own Building Official. At LBNL, the Facilities Division Director is the Building Official and provides the final approval on design review.
Burden. Costs that cannot be attributed or assigned to a system as direct cost. An alternative term for overhead.
Burn Rate. The monthly rate at which a contractor’s funds are expended during the period of the contract.
Capability. A measure of the system’s ability to achieve mission objectives, given the system condition during the mission.
Capital Assets. Land, structures, equipment, systems, and information technology (e.g., hardware, software, and applications) that are used by the federal government and have an estimated useful life of two years or more. Capital assets include environmental restoration (decontamination and decommissioning) of land to make useful leasehold improvements and land rights, and assets whose ownership is shared by the federal government with other entities. This does not apply to capital assets acquired by state and local governments or other entities through DOE grants.
CD. Abbreviation for Critical Decision.
CDA. Abbreviation for Construction Directive Authorization.
CEQA. Abbreviation for the California Environmental Quality Act.
Change Order. A bilateral, or sometimes unilateral, order, signed by the government contracting officer, directing the contractor to make a change that the Changes clause authorizes, usually with, but sometimes without, the contractor’s consent.
Change Proposal. The instrument prepared to provide a complete description of a proposed change and its resulting impact on project objectives.
Chart of Accounts. Any numbering system used to monitor project costs by category (e.g., labor, supplies, materials). The project chart of accounts is usually based upon the corporate chart of accounts of the primary performing organization, and is directly linked to the project’s WBS.
Closeout. Closeout is the process of reviewing the subcontract file to ensure that all requirements of the subcontract have been satisfied, settle all outstanding contractual issues, and complete all outstanding documentation requirements (e.g., all items are delivered, services are rendered, government furnished property is accounted for, inventions identified and patent clearances documented, and funds deobligated). Closeout follows physical completion and includes issuing final payment and preparing the subcontract file for archiving.
Code of Record. Code of Record refers to acceptability of the code that was in effect at the time a facility or item of equipment was designed and constructed rather than the current code or standard.
Commissioning Process. Commissioning (Cx) is a systematic process for achieving, verifying, and documenting that the performance of the facility or system and its various components meets the design intent and the functional and operational needs of the owners, users, and occupants. The Commissioning Process is quality-focused for enhancing the project delivery process. The Commissioning Process focuses upon verifying and documenting the facility and all of its systems and assemblies.
Commitment. A reservation of funds, prior to creation of an obligation. A commitment is based upon a valid request for procurement that authorizes the creation of an obligation.
Competition. An acquisition strategy whereby more than one contractor is sought to bid on a service or function; the winner is selected on the basis of criteria established by the activity for which the work is to be performed.
Competitive Proposals. A procedure used in negotiated procurement that concludes with awarding a contract to the offerer whose offer is most advantageous to the government.
Conceptual Design. The formative stage in the design of a facility, prepared for the purpose of developing and quantifying (1) the physical construction requirements of the project, (2) a cost estimate of sufficient quality to be used for budgetary purposes, and (3) a schedule of key design and construction activities.
Configuration. The functional and/or physical characteristics of hardware, firmware, and/or software, or any of their discrete portions, as set forth in technical documentation and achieved in a product. Configuration items may vary widely in complexity, size, and type, from a facility, electronic, or control system to a test meter or process vessel. Any item required for logistic support and designated for separate procurement is a configuration item.
Configuration Control Board. A multidiscipline functional body of representatives designated and chartered by the appropriate management level to ensure the proper definition, coordination, evaluation, and disposition of all proposed changes.
Configuration Management. To control changes to, and to record and report changes to data sets, reports, and documents.
Construction. Any combination of engineering, procurement, erection, installation, assembly, or fabrication activities involved to create a new facility or to alter, add to, or rehabilitate an existing facility. Construction also includes the alteration and repair of buildings, structures, or other real property. (Formerly referred to as “Title III.”)
Construction Completion. The date on which Substantial Completion is established by LBNL on the work performed by the subcontractor. (Compare Physical Completion and Substantial Completion.)
Construction Directive Authorization (CDA). Project-specific authorization for GPPs and IGPPs. The CDA requires DOE Berkeley Site Office (BSO) approval prior to construction.
Construction Documents. All of the written and graphic documents prepared or assembled by the design professional for communicating the project design and contract administration. Construction documents include both the bidding and contract documents.
Construction Management. Services that encompass a wide range of professional services relating to the management of a project during the pre-design, design, and/or construction phases. The types of services provided include development of project strategy, design review relating to 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 efforts related to the acquisition of construction.
Construction Manager. A person responsible for managing field construction activities and coordinating in-house craft labor.
Construction Project Data Sheet. A document containing all project data and justification, including the construction scope, budget, and schedule. The data sheet is submitted to DOE once a year to request funding in future fiscal year budgets.
Construction Start. The date on which construction starts is either the agreed Notice to Proceed date or the date construction activities physically start.
Construction Team. Members of the construction team consist of University personnel, the design professional, and the contractor.
Construction Work in Progress (CWIP). CWIP is a balance sheet account that the Laboratory maintains and manages (through an accounting process) to reflect costs incurred for plant and capital equipment (PACE).
Contingency. Contingency is the portion of the project budget that is available for uncertainty within the project scope but outside the scope of the contract. The contingency is an amount budgeted to cover costs that may result from incomplete design, unforeseen and unpredictable conditions, or uncertainties.
Construction Documents. Documents containing the legally enforceable requirements that become part of the construction contract when the Agreement is signed. Contract documents consist of the Agreement, General Conditions, Supplementary Conditions, Exhibits, Specifications, List of Drawings, Drawings, Addenda, Certificates of Insurance, Payment Bond, Performance Bond, List of Subcontractors, List of Changes in Subcontractors Due to Alternates, Notice to Proceed, various contract modifications, Notice Of Completion, and all other documents identified in the Agreement.Control Account. A management control point at which budgets (resource plans) and actual costs are accumulated and compared to earned value for management control purposes. A control account is a natural management point for planning and control, since it represents the work assigned to one responsible organizational element on one WBS element.
Cost Estimate. A documented statement of costs estimated to be incurred to complete the project or a defined portion of a project.
Cost Performance Index (CPI). The Budgeted Cost of Work Performed (BCWP) divided by the Actual Cost of Work Performed (ACWP). See also EARNED VALUE.
Cost Variance (CV). The algebraic difference between earned value and actual cost (Cost Variance = Earned Value - Actual Cost). A positive value indicates a favorable position, and a negative value indicates an unfavorable condition. See also EARNED VALUE.
Costs to Date. Costs incurred to date, including all charges for goods and services received and other assets required, regardless of whether payment for the charges has been made. This includes all completed work and work in process chargeable to the contract. Accrued costs include invoices for: (1) completed work; (2) materials delivered to LBNL; (3) services rendered; (4) costs billed under cost reimbursement, or time and material subcontracts; and (5) progress payments to subcontractors that have been paid or approved for current payment in the ordinary course of business.
CPI. Abbreviation for Cost Performance Index.
CPM. Abbreviation for Critical Path Method.
Critical Decision (CD). A formal determination made by the DOE at a specific point in a project life cycle that allows the project to proceed. Critical Decisions occur in the course of a project. For example, prior to commencement of conceptual design (CD-1), commencement of execution (CD-3), and prior to turnover (CD-4).
Critical Decision-0 (CD-0). Approval of Mission Need.
Critical Decision-1 (CD-1). Approval of Preliminary Baseline Range.
Critical Decision-2 (CD-2). Approval of Performance Baseline.
Critical Decision-3 (CD-3). Approval for Start of Construction.
Critical Decision-4 (CD-4). Approval for Start of Operations or Project Closeout.
Critical Path. In a project network diagram, the series of logically linked activities that determine the earliest completion date for the project. The critical path may change from time to time as activities are completed ahead of or behind schedule. Although normally calculated for the entire project, the critical path can also be determined for a milestone or subproject. The critical path is usually defined as those activities with float less than or equal to a specified value, often zero.
Critical Path Method (CPM). A network analysis technique used to predict project duration by analyzing which sequence of activities (which path) has the least amount of scheduling flexibility (the least amount of float). Early dates are calculated by means of a forward pass using a specified start date. Late dates are calculated by means of a backward pass starting from a specified completion date to result in zero total float for each activity.
Current Budget. Budget reflecting currently authorized funds.
CV. Abbreviation for Cost Variance.
CWIP. Abbreviation for Construction Work in Progress.
Cx. Abbreviation for commissioning.
Deferred Maintenance Reduction Projects. Institutionally-approved maintenance projects for plant and equipment items listed on the deferred maintenance list.
Delegation. This term is used when one person gives another person authority over a given issue. In this case, authority has been “delegated” by the first person to the second person. People “delegate” authority and “assign” responsibility.
Deliverable. A report or product of one or more tasks that satisfies one or more objectives and must be delivered to satisfy contractual requirements.
Delivery Method. A term used to describe the process by which a capital improvement project proceeds from concept, through design and construction, to occupancy. Delivery methods include the following:
- Conventional (design-bid-build);
- Construction Management/General Contractor (CM/GC);
- Multiple Prime Trade;
- Design-build;
- Turnkey;
- Lease-back;
- Other (these include joint ventures, leasing, tenant improvements, and purchase of developer-owned projects).
Design Approval. The date on which sign-off on the Project Plan Review is completed.
Design Criteria. Those technical data and other project information identified during the project initiation and definition (conceptual design, and/or preliminary design phases). They define the project scope, construction features and requirements, and design parameters; applicable design codes, standards, and regulations; applicable health, safety, fire protection, safeguards, security, energy conservation, and quality assurance requirements; and other requirements. The project design criteria are normally consolidated into a document that provides the technical base for any further design performed after the criteria are developed.
Design Development. A University of California (UC) and industry term describing a project design phase in which all design decisions need to be completed. The design professional further develops the schematic design and architectural detailing and ensures that basic technical issues are resolved and are capable of technical description. Plan arrangements, specific space accommodations, equipment and furnishings, building design, materials and colors, and complete definitions of systems serving the project are developed. Design development activities occur during the end of the preliminary design phase and the start of final design.
Design Professional. Licensed architects, landscape architects, and engineers (civil, structural, mechanical, and electrical).
Detailed Project Program (DPP). A document required on UC projects describing a project in detail; an explanation of how and why a project is being developed that provides the designers with a facility’s standard architectural and engineering criteria, and shows how the project meets the University’s and facility’s goals. The Detailed Project Program may be prepared by a planning department, by a design professional, or by another consultant.
Deviation. A deviation occurs when the current estimate of a performance, technical, scope, schedule, or cost parameter does not fall within the threshold values of the Performance Baseline for that parameter. It is handled as a deviation, not through the normal change control system.
Direct Costs. Any costs that can be specifically identified with a particular project or activity, including labor, materials, salaries, travel, equipment, and supplies directly benefiting the project or activity.
Directed Change. A change imposed on a project or projects that affects the project’s baseline. Example of directed changes include, but are not limited to (1) changes to approved budgets or funding, and (2) changes resulting from DOE policy directives and regulatory or statutory requirements.
Disposition. A general term for those activities that follow completion of program mission, including, but not limited to, stabilization, deactivation, decontamination, decommissioning, dismantlement, and/or reuse of physical assets. Used as a general term for those project types that follow the completion of a mission.
Disposition. An action taken to remove project records from the active files.
DMR. Abbreviation for Deferred Maintenance Reduction.
DOE. Abbreviation for the Department of Energy.
DOE Authorization Date. The date that DOE signs a written directive allowing use of project funds or the commencement of project activities.
DOHS. Abbreviation for the California Department of Health and Safety.
DPP. Abbreviation for Detailed Project Program.
Drawings. The architectural and engineering drawings that consist of the master tracings acceptable for reproducing. The drawings provide information about various aspects of the construction of the building or facility, including architectural, ornamental, structural, mechanical, electrical, heating, ventilating, and air-conditioning details, as well as site and landscaping plans.
Duration. The number of work periods (not including holidays or other non-working periods) required to complete an activity or other project element. Usually expressed as workdays or workweeks. Sometimes incorrectly equated with elapsed time.
EAC. Abbreviation for Estimate At Completion.
Earned Value (EV). (1) A method for measuring project performance comparing the value of work performed (Budgeted Cost of Work Performed) with the value of work scheduled (Budgeted Cost of Work Scheduled) and the cost of performing the work (Actual Cost of Work Performed) for the reporting period and/or cumulative to date. See also ACTUAL COST OF WORK PERFORMED, BUDGETED COST OF WORK PERFORMED, BUDGETED COST OF WORK SCHEDULED, COST PERFORMANCE INDEX, COST VARIANCE, SCHEDULE PERFORMANCE INDEX,
and SCHEDULE VARIANCE. (2) The budgeted cost of work performed for an activity or group of activities.
EIR. Abbreviation for Environmental Impact Report.
Electrical AHJ for Safe Work Practices. The Electrical AHJ is delegated the electrical AHJ authority over electrical safe work practices and workplace conditions. The Electrical Safety AHJ ensures compliance with all electrical safety requirements that pertain to maintaining safe electrical work practices, contractors, and subcontract personnel from injury or death as a result of electrical hazards. The processes for implementing these requirements are found in LBNL PUB-3000, Chapter 8.
Electrical Installation Authority Having Jurisdiction (IAHJ). Delegated the Electrical AHJ authority over all of the Laboratory’s electrical premises wiring, up to but excluding electrical utilization equipment. The IAHJ ensures compliance with installation codes, standards, and specifications for the infrastructure power distribution and premises wiring of the Laboratory.
Energization Validation & Authorization Package (EVAP). An authorized work-control package of documents assembled by the Responsible Individual to establish readiness for energization.
Environmental Impact Report (EIR). A facility-prepared report that documents in detail the probable environmental impact of a proposed project. The EIR process includes publication and public review of a draft report. The final EIR incorporates responses to all comments received during the review period and also proposes measures designed to mitigate significant environmental impacts and a program for monitoring mitigation measures.
Estimate At Completion (EAC). The current estimated cost for the entire scope of authorized work.
Estimate To Complete (ETC). Estimate of costs to complete all work from a point in time to the end of the project.
Estimated Cost. An anticipated cost for applied work scope.
ETC. Abbreviation for Estimate To Complete.
EV. Abbreviation for Earned Value.
EVAP. Abbreviation for Energization Validation & Authorization Package.
Facilities. Buildings and other structures; their functional systems and equipment, including site development features such as landscaping, roads, walks, and parking areas; outside lighting and communications systems; central utility plants; utilities supply and distribution systems; and other physical plant features.
Final Design. Completion of the design effort and production of all the approved design documentation necessary to permit procurement. Includes construction, testing, checkout, and turnover to proceed. Final design occurs between Critical Decision-2 and -3. (Formerly referred to as “Title II” design.)
Fiscal Year (FY). The federal government budget period starting October 1 and ending September 30.
FY. Abbreviation for Fiscal Year.
General Plant Projects (GPP). Capital infrastructure improvements at site that cost less than
$10 million. Funded directly by DOE. (Planned phase-out by end of fiscal year 2009. See also IGPP.)
GPP. Abbreviation for General Plant Projects.
GSF. Abbreviation for Gross Square Feet.
Hold Point. A point at which the Responsible Individual (RI) is required to notify the Inspector of Record (IOR) prior to undertaking subsequent work. Subsequent work may not proceed until the RI requests an inspection, an inspection of the work is performed by the IOR, and the IOR passes the Hold Point, indicating that the subcontractor may proceed with subsequent activities.
ICR. Abbreviation for Independent Cost Review.
iCxA. Abbreviation for Internal Commissioning Authority.
IAHJ. Abbreviation for Electrical Installation Authority Having Jurisdiction.
In-House Construction. Delivery method that uses LBNL forces to perform craft work.
Independent Cost Estimate. A documented cost estimate that has the express purpose of serving as an analytical tool to validate, cross-check, or analyze estimates developed by proponents of a project.
Independent Cost Review (ICR). An independent cost review may be performed by an independent internal or external organization to validate the cost estimate.
Indirect Cost. A cost that is a percentage of a direct cost, such as overhead, project mobilization, or bonds.
Initial Operating Capability (IOC). The point at which a project is sufficiently complete and its performance has been demonstrated to meet the technical threshold criteria in the Performance Baseline, without reaching full, steady-state operations.
Inspection. The detailed examination of a unit, facility, or area to determine overall compliance with Contract Drawings and Specifications.
Inspector. The person assigned inspection responsibilities on a project and who will verify that work is completed in accordance with the contract drawings and specifications.
Institutional General Plant Projects (IGPP). Capital infrastructure improvements at site that cost less than $10 million. Funded through institutional burdens. (Replaces GPP.)
Internal Commissioning Authority (iCxA). The Internal Commissioning Authority provides end to end coordination assurance of the Commissioning Process. The iCxA’s responsibilities include ensuring that all Commissioning Team deliverables are met, is accountable for verification and validation activities, and ensures that all documentation and transition to operations requirements are met.
IGPP. Abbreviation for Institutional General Plant Projects.
Integrated Project Team (IPT). An Integrated Project Team is a cross-functional group of individuals organized for the specific purpose of delivering a project to an external or internal customer.
Integrated Safety Management (ISM). The application of the Integrated Safety Management System (ISMS) to a project or activity. 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.
Integrated Safety Management System (ISMS). An overall management system designed to ensure that environmental protection, worker and public safety is appropriately addressed in the planning, design, and performance of any task.
IOC. Abbreviation for Initial Operating Capability.
IPT. Abbreviation for Integrated Project Team.
ISM. Abbreviation for Integrated Safety Management.
ISMS. Abbreviation for Integrated Safety Management System.
JHA. Abbreviation for Job Hazards Analysis.
Job Description. A concise description ofs the major job duties and responsibilities of the employee for the time period of the current review. The job description is prepared by the employee’s supervisor.
Job Hazards Analysis (JHA). A work control document that identifies the work tasks, hazards and controls of the overall project and provides the basis for the development of the Site Specific Construction Environment, Health and Safety Plan (SSSP). Also known as Activity Hazard Analysis.
LBNL Design Team. In-house architects, civil/structural engineers, mechanical engineers, and electrical engineers assigned to a project team.
Level of Effort (LOE). Effort of a general or supportive nature, usually without a deliverable end product. An activity (e.g., vendor or customer liaison) that does not readily lend itself to measurement of discrete accomplishment. It is generally characterized by a uniform rate of activity over a specific period of time. Value is earned at the rate that the effort is being expended.
Lien. A forward commitment or anticipated expense not yet invoiced or paid.
Life-Cycle Costs. All costs except the cost of personnel occupying a facility, incurred from the time that a space requirement is defined until that facility passes out of LBNL hands.
Line Item Projects. Projects that are specifically reviewed and approved by Congress with a total estimated cost of greater than $5 million.
LOE. Abbreviation for Level of Effort.
Long-Lead Procurement. Equipment or material that must be procured well in advance of the need for the materials, because of long delivery times.
Maintenance Index Indicator. A measure of how much money LBNL is spending on maintenance.
Maintenance Investment Index (MII) Projects. Institutionally-approved projects for plant and equipment items, other than those items on the deferred maintenance list.
Major System. A project with a Total Project Cost of greater than or equal to $750 million, or designated by the DOE Deputy Secretary.
Management. Organizing and controlling a group to achieve a product.
Management Reserve. An amount of the total allocated budget withheld for management control purposes by LBNL. Management Reserve is not part of the Performance Measurement Baseline.
Master Schedule. A summary-level schedule that identifies the major activities and key milestones. See also MILESTONE SCHEDULE.
Method of Procedure (MOP). A step-by-step procedure followed when performing energization, utility tie-in, or equipment start-up. This document references Lockout/Tagout permits, equipment numbers, etc., included in a switching tag that documents all steps for shutdown/deactivation and activation/energization of new or existing electrical equipment and wiring installations and modifications.
MII. Abbreviation for Maintenance Investment Index.
Milestone. A schedule event marking the due date for accomplishment of a specified effort (work scope) or objective. A milestone may mark the start, an interim step, or the end of one or more activities.
Milestone Schedule. A summary-level schedule that identifies the major milestones. See also MASTER SCHEDULE.
Mission Need. A performance gap between current performance and required. Statements of Mission Need are prepared and submitted to DOE in order to obtain Critical Decision-0.
Monte Carlo Analysis. The Monte Carlo method provides approximate solutions to a variety of mathematical problems by performing statistical sampling experiments on a computer. The method applies to problems with no probabilistic content as well as to those with inherent probabilistic structure. The Monte Carlo method is used in risk analysis and other areas requiring quantification.
NEPA. Abbreviation for the National Environmental Policy Act.
MOP. Abbreviation for Method of Procedure.
Network Schedule. A schedule format in which the activities and milestones are represented, along with the interdependencies between activities. It expresses the logic (how the program will be accomplished) and the timeframes (when). Network schedules are the basis for critical path analysis, a method for identification and assessment of schedule priorities and impacts.
NOC. Abbreviation for Notice Of Completion.
Non-Major System. Any project with a Total Project Cost of less than $750 million.
Notice Of Completion (NOC). Document filed with the county by Procurement stating that a subcontractor’s work on a project is finished.
Notice to Proceed (NTP). The agreed-upon date between the LBNL and the subcontractor for starting construction. This date triggers the start of the Work Schedule (Period of Performance).
NSF. Abbreviation for Net Square Feet.
NTP. Abbreviation for Notice to Proceed.
OBS. Abbreviation for Organizational Breakdown Structure.
OPC. Abbreviation for Other Project Costs.
OPR. Abbreviation for Owner’s Project Requirements.
Organizational Breakdown Structure (OBS). A depiction of the project organization arranged to indicate the line-reporting relationships within the project context.
Original Budget. The budget established when funds are initially authorized.
Other Project Costs (OPC). Costs, not included in the Total Estimated Cost of the project, for engineering, design, development, start-up, and operations, that are essential for project execution and are operating expense funds. Other project costs are included in the Total Project Cost.
Owner’s Project Requirements (OPR). The Owner’s Project Requirements document sets the functional goals that the design is judged against and establishes the basis of the criteria used during construction to verify actual performance. The OPR does not list items that are already required by code. The OPR is generally not a description of what specifically will be included in the project design, but is the more general feature and categorical performance criteria to be met by the design. Where practical and known, the OPR includes measurable indicators used to verify that the performance requirements were met.
PACE. Abbreviation for plant and capital equipment.
Payment Bond. Guaranty or security provided by a bonding or surety company to the owner (principal) of a construction project on behalf of a contractor. These bonds are issued usually with (and for the same amount as) performance bonds, and ensure payments as required by law to all persons supplying labor or materials in the prosecution of the work provided for in the contract.
PDS. Abbreviation for Project Data Sheet.
PED. Abbreviation for Project Engineering and Design.
PEP. Abbreviation for Project Execution Plan.
Performance Baseline. The collected key performance, scope, cost, and schedule parameters, which are defined for all projects. The Performance Baseline defines the threshold and boundary conditions for a project. Also referred to as Performance Measurement Baseline (PMB).
Performance Bond. A written guaranty from a third party guarantor (usually a bank or an insurance company) submitted to a principal (client or customer) by a contractor on winning the bid. A performance bond ensures performance and fulfillment of the contractor’s obligations under the contract.
Performance Measurement Baseline (PMB). Refer to Performance Baseline.
Physical Completion. Physical completion or physically complete means that the subcontractor has provided the required deliverables and the Laboratory has accepted these items; the subcontractor has performed all required services and the Laboratory has accepted these services; the term of the subcontract, including any option periods, has expired; or the Laboratory has given the subcontractor a notice of complete subcontract termination. (Compare Construction Completion and Substantial Completion.)
PID. Abbreviation for Project Identification Number.
Plan of the Day (POD) Meeting. The Plan of the Day (POD) process is required to maintain daily positive control over task level work and to establish a high level of communication between subcontractors prior to the start of construction activities for the day. The basis of the POD is preplanning.
Planned Value (PV). The sum of the budgets for all work (work packages, planning packages, etc.) scheduled to be accomplished (including in-process work packages), plus the amount of level of effort and apportioned effort scheduled to be accomplished within a given time period.
Also called the Performance Measurement Baseline.
Planning Package. A logical aggregate of work, usually future efforts that can be identified and budgeted, that is not yet planned in detail at the work package or task level.
Plant and Capital Equipment (PACE). Land, land rights, depletable resources, improvements to land, buildings and structures, utilities, and equipment.
PMB. Abbreviation for Performance Measurement Baseline.
POD. Abbreviation for Plan of the Day.
PPG. Abbreviation for Project Planning Guide.
Pre‐Task Hazard Analysis (PTHA). The PTHA reinforces safety planning and hazard control on a daily basis with an emphasis on verifying that work can proceed safely. The content of the PTHA is similar to the JHA in that the work tasks are described along with the hazards and the controls. However, the PTHA is specific only to the tasks planned for a specific shift. It is the final document that defines the work for a specific crew for a specific work shift. The Plan of the Day (POD) differs from the PTHA briefing in that the POD is focused on all activities at the job‐site and the PTHA briefing is focused on a single crew or group of workers performing the same tasks.
Preliminary Design. Project phase that initiates the process of converting concepts into a design appropriate for procurement or construction. Results include a more refined definition of the project requirements, cost estimates, performance schedules, method of project performance, safety environmental impact analysis, preliminary drawings, and outline specifications. Formerly referred to as “Title I” design.
Program. An organized set of activities directed toward a common purpose or goal undertaken or proposed in support of an assigned mission area.
Program Office. The DOE Headquarters organizational element responsible for managing a program.
Programming. The process for defining project needs. Programming includes cataloging the spaces and equipment needed, defining functional relationships, and identifying building systems requirements.
Project. A unique major effort within a program that has firmly scheduled beginning, intermediate, and ending date milestones; prescribed performance requirements, prescribed costs; and close management, planning, and control.
Project Coordinator. A person responsible for project coordination, including administrative support to a project manager.
Project Data Sheet (PDS). A generic term defining the document that contains summary project data and the justification required to include the entire project effort as a part of the Design & Construction Management budget. PDSs are submitted to request Project Engineering and Design (PED) funds, and construction funds. Specific instructions on the format and content of Project Data Sheets are contained in the annual budget call, and DOE Order 5100.3, Field Budget Process.
Project Director. A person who has accepted responsibility for achieving the objectives of a project.
Project Engineering and Design (PED). Design funds established for use on preliminary design activities.
Project Execution Plan (PEP). The plan for the execution of the project, which establishes roles and responsibilities and defines how the project will be executed. Every project implementing Earned Value Management will have a unique Project Execution Plan.
Project Identification Number (PID). A unique number assigned in the Financial Management System to a Work Breakdown Structure element for the purpose of tracking costs.
Project Initiator. A person who has the authority to start action on a project. A project initiator is fully responsible for meeting the objectives set for the project s/he has initiated.
Project Manager. A person assigned responsibility to achieve the project objectives.
Project Planning Guide (PPG). A narrative and statistical University of California document that systematically justifies and describes a proposed capital improvement project. The Project Planning Guide establishes the scope and purpose of the project in relation to the facility’s academic plan.
Project Problem. Task variances may or may not have an adverse impact on the objectives set for a project. A one-month slippage on a current task that has six months of slack will probably not have an adverse impact on the project completion date. However, if a task variance or a set of task variances will have an adverse impact on the objectives set for a project, the project manager has a project problem.
Project Program. A document setting forth project requirements, constraints, and design objectives, including space requirements and relationships, needed flexibility and expandability, special equipment and systems, and site requirements.
Project Records. Documents generated during a project, including communications, contracts, construction documents, calculations, and design review and approval documents.
Project Sponsor. If a project initiator assigns responsibility for a project to a second person (through either authority or persuasion), and that person reassigns the project to a third person, the second person is a project sponsor. A project sponsor is fully responsible for meeting the objectives set for the project for which he has accepted responsibility.
Project Team. A group of persons working to achieve the end result of the project. The Project Team normally includes the following project participants:
- The Project Manager.
- The Construction Manager.
- The functional supervisors and all workers who are directly responsible for accomplishing task work. These people normally receive task assignments from the Project Manager and Task Managers.
- The Procurement Subcontract Administrator.
- Subcontractor Project Manager(s) and/or representatives.
- The project user and representatives of other designated interests (e.g., safety, health, environmental, security, legal, etc.).
Project User. A person who will actually use the end results or products of a project. A Project Manager must satisfy the project user in order to meet the scope objective of his project. Project users are normally authorized to accept the results or products of a project, or to reject the results or products of a project if they do not meet the user’s requirements. In some cases, someone else may be authorized to override the user’s decision regarding the acceptance or rejection of the project results or products.
PTHA. Abbreviation for Pre-Task Hazard Analysis.
PV. Abbreviation for Planned Value.
QEW. Abbreviation for Qualified Electrical Worker.
Quality Assurance. All of the planned and systematic actions necessary to provide adequate confidence that a facility, structure, system, or component will perform satisfactorily in service.
Qualified Electrical Worker (QEW). One who has demonstrated skills and knowledge related to the construction and operation of electrical equipment and installations, has received safety training to identify and avoid the hazards involved, and who has been approved or accepted by the Electrical AHJ for Safe Work Practices.
RAM. Abbreviation for Responsibility Assignment Matrix.
Real Property. Land and/or improvements including interests therein, except public domain land.
Record Documents. Copies of the drawings, specifications, and all other contract documents that reflect the changes that have occurred since these documents were issued to bidders.
Remaining Duration. The time needed to complete an activity.
Resource Leveling. Any form of network analysis in which scheduling decisions (start and finish dates) are driven by resource management concerns (e.g., limited resource availability or difficult-to-manage changes in resource levels).
Responsibility. A special agreement between two people for the purpose of achieving a desired result.
Responsibility Assignment Matrix (RAM). A structure that relates the project organization structure to the Work Breakdown Structure to help ensure that each element of the project's scope of work is assigned to a responsible individual.
Responsible Individual. The Responsible Individual (RI) is designated by the Facilities Division and responsible for work directly performed by the subcontractor. The Responsible Individual is typically the Construction Manager.
Retention. Construction retainage is the final amount of payment kept (usually ~10%), by the customer, to ensure satisfactory completion of a project.
RI. Abbreviation for Responsible Individual.
Risk. A measure of the potential inability to achieve overall project objectives within defined cost, schedule, and technical constraints. It has two components, (1) the probability/likelihood of failing to achieve a particular outcome, and (2) the consequences/impacts of failing to achieve that outcome.
Risk Management. The act or practice of controlling risk. An organized process that reduces risk, prevents a risk from happening, or mitigates the impact if it does occur.
Schedule. A plan that defines when specified work is to be done to accomplish project objectives on time.
Schedule Control. Controlling changes to the project schedule and preparing workaround plans to mitigate the impact of adverse results/delays by others.
Schedule Performance Index (SPI). The Budgeted Cost of Work Performed divided by the Budgeted Cost of Work Scheduled. See also EARNED VALUE.
Schedule Variance (SV). A metric for the schedule performance on a program. It is the algebraic difference between earned value and the budget (Schedule Variance = Earned Value - Budget). A positive value is a favorable condition, while a negative value is favorable. The SV is calculated in dollars or work units and is intended to complement network analysis, not supersede or replace it. See also EARNED VALUE.
Schematic Design. A University of California and industry term describing the first phase of a project’s design process; preparation, by the design professional, of drawings and other documents illustrating the scale and relationship of project components. Schematic design activities occur during the Preliminary Design phase.
Scope of Work (SOW). The document that defines the work scope requirements for the project. It is a basic element of control used in the processes of work assignment (scope) and establishment of project schedules and budgets.
Sequence of Operations (SOO). Detailed written sequences that completely describe the operation for all functional modes (start up, warm-up, auto/normal, maintenance, emergency, alternate energy, power failure, etc.) per each piece of dynamic equipment. The sequences shall be composed in narrative (paragraph) format of the system describing the purpose, components, and function, including all interactions and interlocks with other systems, to clarify all control strategies with set points: optimization, demand, energy efficiencies, staging, etc.
Shall. Denotes a requirement.
Should. Denotes a recommendation.
Site Specific Safety Plan (SSSP). A document prepared by the Construction Subcontractor and submitted to the LBNL EHS Office for review and by the Project/Construction manager for comment resolution and concurrence. Describes the Construction Subcontractor's environment, safety, and health plan for a particular construction project and the Job hazards analysis(es) for each definable activity or feature of work.
SOO. Abbreviation for Sequence of Operations.
SOW. Abbreviation for Scope of Work.
Specifications. Detailed requirements for the project that identify materials and workmanship requirements, and explain the materials and equipment items depicted on the drawings.
SPI. Abbreviation for Schedule Performance Index.
SSSP. Abbreviation for Site Specific Safety Plan.
Subcontract. A contract is a mutually binding agreement that obligates the seller to provide the specified product and obligates the buyer to pay for it.
Subcontract Closeout. Completion and settlement of the contract, including resolution of all outstanding items.
Subcontractor. An individual, partnership, company, corporation, or association having a contract with a contracting agency for the design, development, maintenance, modification, or supply of configuration items and services under the terms of a contract.
Substantial Completion. That stage in the progress of the work when the University’s representative determines that the work is complete and in accordance with the contract documents, except for completion of minor items that do not prevent the University from occupying and fully utilizing the work for its intended purpose. (Compare Construction Completion and Physical Completion.)
SV. Abbreviation for Schedule Variance.
System. A collection of interdependent equipment and procedures assembled and integrated to perform a well-defined purpose. An assembly of procedures, processes, methods, routines, or techniques united by some form of regulated interaction to form an organized whole.
Task Manager. When a Project Manager breaks a project down into a set of tasks and assigns responsibility for accomplishing a task to a second person, the second person is a Task Manager. A Task Manager is fully responsible for meeting the objectives set for the task for which s/he has accepted responsibility.
Task Variance. If at any time the Task Manager concludes (1) that s/he cannot produce a product that will satisfy the task user (scope), or (2) that s/he cannot complete the task by the agreed-to date (schedule), or (3) that s/he cannot complete the task within the agreed-to cost target (budget), the Task Manager has a “task variance.”
TEC. Abbreviation for Total Estimated Cost.
Title I. Refer to Preliminary Design.
Title II. Refer to Final Design.
Title III. Refer to Construction.
Total Estimated Cost (TEC). The Total Estimated Cost of a project is the specific cost of the project. It includes the cost of land and land rights; engineering, design, and inspection costs; direct and indirect construction costs; and the cost of equipment included in the project scope.
Total Project Cost (TPC). The Total Project Cost consists of all the costs included in the Total Estimated Cost of a construction project plus the preconstruction costs, such as conceptual design and research and development, as well as the costs associated with the preoperational phase, such as training and startup costs.
TPC. Abbreviation for Total Project Cost.
Undistributed Budget. Budget associated with specific work scope or contract changes that have not been assigned to a control account or summary-level planning package.
User. The entity that will ultimately operate or otherwise use the system being developed.
Validation. The process of evaluating project planning, development, baselines, and proposed funding prior to inclusion of new project or system acquisition in the DOE budget.
Value Management (VM). Value management is organized effort directed at analyzing the functions of systems, equipment, facilities, services, and supplies for the purpose of achieving the essential functions at the lowest life-cycle cost consistent with required performance, quality, reliability, and safety.
Variance. A deviation between planned and actual.
VM. Abbreviation for Value Management.
WAL. Abbreviation for Work Authorization Level.
WBS. Abbreviation for Work Breakdown Structure.
Work Authorization Level (WAL). The designation of work based on a clear definition of the scope of work so that the work planning process can identify hazards associated with the work and select the appropriate controls. Designed to ensure pre-task identification of risks and a graded approach to oversight and control. Work control increases as the complexity of work and hazards increase.
Work Breakdown Structure (WBS). A product-oriented grouping of project elements that organizes and defines the total scope of the project. The Work Breakdown Structure is a multi- level framework that organizes and graphically displays elements representing work to be accomplished in logical relationships. Each descending level represents an increasingly detailed definition of a project component. Project components may be products or services. It is the structure and code that integrates and relates all project work (technical, schedule, and cost) and is used throughout the life cycle of a project to identify and track specific work scopes.
Work Breakdown Structure Dictionary. A listing of Work Breakdown Structure elements with a short description of the work scope content in each element.
Work Package. A task or set of tasks performed within a control account.
Workaround. A response to a specific negative schedule event. Distinguished from a contingency plan in that a workaround is not planned in advance of the occurrence of the risk event.
