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For Burden Disclosure Statement Click Here |
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OMB CONTROL NUMBER: 1910-5149; Authorization Expires mm/dd/yyyy. |
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SmartGrid Integrated Project Reporting Information System (SIPRIS) Monthly Project Reporting Template |
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Introduction |
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There are five spreadsheets, plus this introduction, in this Excel Workbook. |
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This high level documentation supplements the reporting instructions in the Agreement. |
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***Only data fields highlighted in yellow are available to be edited. All other cells are locked. |
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Spreadsheet |
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Description of sheet and data fields |
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Project Information |
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Contains information which is commonly used in all spreadsheets. |
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The Common Data Elements are pre-populated by the Office of Electricity Delivery and Energy Reliability (OE). |
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The Award Number is the same number used by DOE to track the project. |
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The Percentage of Federal Share is calculated from prior values in the table. |
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The data elements specific to this Report are populated by the recipient when the report is generated or updated. |
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The Reporting Period Month specifies the reporting period being reported on and must be selected from the drop down box |
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The Reporting Period Start Date and End Date are automatically populated from the selected Reporting Period Month |
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The Report Upload Date is the date this Excel template is uploaded to SIPRIS. |
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Spreadsheet |
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Description of sheet and data fields |
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Baseline |
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Contains information regarding the performance baseline of the project and is loaded into this template by DOE. |
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Baseline information is NOT updateable. This information was previously provided to and approved by your TPO. |
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This spreadsheet uses standard EVMS terminology. |
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The WBS Information is provided to at least the "x.y" depth (second level) in the WBS. |
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Definitions: For each WBS item provided: |
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The Entry Type indicates whether the item is an Activity or Milestone. |
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Milestones are measurable objectives, which are planned to be realized at a specific point in time. |
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Activities are work, and have a start date and end date. |
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The WBS Item, where the recipient will use their own numbering scheme. |
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The Baseline Start Date may be left blank if the entry is a Milestone. |
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The Baseline End Date is always be provided. |
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The Total Baseline Budget (BCWS…) is only required for WBS Level 1. |
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In the block identified as the Cumulative Budgeted Cost of Work Schedule (BCWS)…by Reporting Period: |
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the Total (the summation of Federal and Private share) expected to be expended for the project is entered from the PEP by DOE. |
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Spreadsheet |
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Description of sheet and data fields |
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Actuals |
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Contains information about the actual performance of the project. |
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This spreadsheet uses standard EVMS terminology. |
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The Entry Type, WBS Item Number, and Task Name are taken from the "Baseline" spreadsheet. |
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For an Activity, the Actual Start Date is the day the activity has started. If the activity has not started, leave blank. |
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For a Milestone, this field should be left blank. |
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For an Activity, the Actual End Date is the date the activity has ended. If the activity has not ended, leave blank. |
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For a Milestone, this field contains the actual date the milestone was realized. |
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Cumulative Expenditures represent the total (including Federal and Private shares) associated with the entire project. |
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The following items are provided for the reporting period and cumulatively for the project, and all entries should reference total expenditures |
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which is the summation of the Federal and Private share. |
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The BCWS is fed automatically from the "Baseline" spreadsheet. |
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The BCWP must be entered by the recipient and is the budget of the work for this project that was actually performed. |
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The ACWP must be entered by the recipient and is the actual cost of the work for this project that was actually performed. |
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The Estimate At Completion represents the total cost associated with completing this Project. |
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DOE will calculate the Estimate At Completion (EAC). |
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The formulae for Calculated Cost Variance, Calculated Schedule Variance, |
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and Calculated Schedule Performance Index, and Calculated Schedule Times Cost Index use standard algorithms. |
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Spreadsheet |
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Description of sheet and data fields |
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Jobs |
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This spreadsheet responds to OMB and DOE requirements, and will be useful to Recipient in calculating data for FederalReporting.Gov |
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Jobs Data is to be reported on a quarterly basis only on the quarter-end months. For each quarter the following data is required: |
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The Direct Hours Worked in Period is the total number of labor hours directly funded by ARRA. |
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The Indirect Hours Worked in Period is a voluntary field and is entered by the Recipient. |
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Hours Worked should be split by job category: |
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Managers |
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Engineers |
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Computer-related Occupations |
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Environmental and Social Sciences |
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Construction, Electrical, and other Trades |
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Analysts |
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Business Occupations |
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Recording, Scheduling, Computer Operator |
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Spreadsheet |
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Description of sheet and data fields |
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Milestones |
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Contains information from the SIPRIS Key Project Milestones |
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The Milestone Title is a title for the milestone and must be unique. |
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The Milestone Description field is used to detail what work is to be accomplished. |
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The Milestone Date is the expected completion date of the milestone. |
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The Status field tracks the status of the milestone: |
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On Track |
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At Risk |
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Off Track |
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Spreadsheet |
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Description of sheet and data fields |
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Risks |
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For each Risk identified by the Recipient |
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The Risk Identifier is the one used by the Recipient. |
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The Risk Identifier and Risk Title cannot be edited. |
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The Likelihood of Occurrence, Cost/Schedule Impact, and Handling Strategy are implemented by drop-down menus. |
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The Risk Consequence describes the impact on the project if the risk is realized (becomes an issue) |
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The Risk Mitigation describes the Recipient's effort to mitigate the risk, and, if known, details cost estimates, and |
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the dates of the effort. |
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The Comments field is used for any additional comments |
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The Risk Realized/Retired field displays the status of the risk |
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Open |
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Retired |
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Realized |
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The Date Retired field should record the date that the risk gets closed |
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The Description field is to capture details on the risk retirement/realization |
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| BURDEN DISCLOSURE STATEMENT |
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| Public reporting burden for this collection of information is estimated to average 16 hours per response, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. |
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| Send comments regarding this burden estimate or any other aspect of this collection of information, including suggestions for reducing this burden, to Office of Information Resources Management Policy, Plans, and Oversight, |
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| AD-241-2 - GTN, Paperwork Reduction Project (1910-1800), U.S. Department of Energy 1000 Independence Avenue, S.W., Washington, DC 20585; and to the Office of Management and Budget (0MB), Paperwork Reduction Project (1910-1800), Washington, DC 20503. |
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OE Recovery Act Smart Grid Investment Grant |
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Project Performance Baseline |
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| OMB CONTROL NUMBER: 1910-5149; Expires 12/31/2014. |
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Recipient Name: |
not available |
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Project Name: |
not available |
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Award Number: |
not available |
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Reporting Period: |
01/01/2009 Through 01/31/2009 |
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Note: All Amounts Represent Total Cost (includes Private and Federal Share) |
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| Activity Data -- Planned |
GUIDANCE:
For an Activity, Enter the Budgeted Cost of Work Schedule for a given reporting period.
For a Milestone, no entries are required.
Cumulative Budgeted Cost of Work Scheduled (BCWS) in Dollars and Cents by Reporting Period Beginning: |
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GUIDANCE:
Enter the type of entry, which can be a Milestone or Activity.
Activity has a start date, end date, and baseline budget.
Milestones only have a date.
Entry Type |
GUIDANCE:
Please enter the work breakdown structure item number for the Milestone or Activity. This is a text field.
First level work breakdown structure items should be entered. Deeper items in the work breakdown structure are optional. An example:
Activity 1 "Do Entire Project"
Activity 1.1 "Prepare Project Plan"
Milestone 1.2 "Obtain DOE Approval on Project Plan"
Activity 1.2 "Obtain PUC Approval"
etc...
WBS Item Number |
GUIDANCE:
enter name of activity or milestone
Task Name |
GUIDANCE:
For an Activity, enter a start date.
For a Milestone, this column can be left blank.
Baseline Start Date (mm/dd/yyyy) |
GUIDANCE:
For an Activity, enter the projected end date.
For a Milestone, enter the date in which the Mielstone is projected to be realized.
Baseline End Date
(mm/dd/yyyy) |
GUIDANCE:
Enter the total baseline budget (BCWS), which for each activity is the summation of the Federal and Private share.
Total Baseline Budget (BCWS for entire Activity)
(in Dollars and Cents) |
Comments |
WBS Item Number (from column B) |
GUIDANCE:
For an Activity, Enter the Budgeted Cost of Work Schedule for a given reporting period. The BCWS includes the Federal and Private share.
For a Milestone, no entries are required.
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