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PMO-1.5 Control Accout Plan-Work Authorization

This document describes the process for developing Control Account Plans and Work Authorizations. It defines the purpose of these plans as authorizing the scope, budget, and schedule for control accounts. The procedure involves the project manager identifying control accounts and assigning Control Account Managers. The project manager then works with the CAMs to develop planning guidance and time-phased budgets, which are documented on a Control Account Plan/Work Authorization form. This form requires approval by the project manager and CAM to delegate the work to the CAM. Appendices A and B provide additional details on control account planning and approval workflows as well as the Control Account Plan/Work Authorization form.

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186 views4 pages

PMO-1.5 Control Accout Plan-Work Authorization

This document describes the process for developing Control Account Plans and Work Authorizations. It defines the purpose of these plans as authorizing the scope, budget, and schedule for control accounts. The procedure involves the project manager identifying control accounts and assigning Control Account Managers. The project manager then works with the CAMs to develop planning guidance and time-phased budgets, which are documented on a Control Account Plan/Work Authorization form. This form requires approval by the project manager and CAM to delegate the work to the CAM. Appendices A and B provide additional details on control account planning and approval workflows as well as the Control Account Plan/Work Authorization form.

Uploaded by

luis carlos
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Project Management Office

Title:
PMO 1.5 Control Account Plan / Work Authorization
Section where used:
Project Management

Prepared by Date Approved by Date

Kurt Deshayes, Jim Krupnick,


LBNL EVMS Surveillance Officer Laboratory Project Management Officer

Revision Log:

Rev. No. Effective Date Pgs. Affected Brief Description of Revision


0.0 June 1, 2005 All Original Document
1.0 February 2009 All Miscellaneous Updates, Review and Revisions to EIA-748B

1.0 PURPOSE
The Control Account Plan/Work Authorization defines the authorized scope, budget and
schedule for the control account and confirms the agreement between the Control Account
Manager (CAM) and the project manager to accomplish this plan and provides
authorization to proceed with this work. The Project Manager uses the Control Account
Plan/Work Authorization form first to provide planning guidance to the CAMs, and then
when planning is completed, to document and delegate work to the CAMs.

2.0 SCOPE
A Control Account Plan/Work Authorization will be prepared for all control accounts on
projects using the LBNL Earned Value Management System (EVMS) reporting.

3.0 REFERENCES
DOE Order 413.3A.
LBNL Earned Value Management System Description.
PMO Procedure 1.2, Work Breakdown Structure (WBS).
PMO Procedure 1.4, Control Accounts, Work Packages & Planning Packages.

Revision 1.0 - February 2009 1 of 4


PMO 1.5 Control Account Plan / Work Authorization

4.0 PROCEDURE

4.1 Development and Assignment

The Project Manager will identify key control points at the intersections of the Work
Breakdown Structure (WBS) and Organizational Breakdown Structure (OBS) through the
use of a Responsibility Assignment Matrix (RAM). Control accounts will then be
established at these key control points. The Project Manager will identify potential CAMs
who could be assigned to one or more of these control accounts. The Project Manager will
discuss assignment of the CAMs with the functional manager, responsible for assigning the
CAMs to the project team. A single CAM is assigned to each Control Account. The Project
Manager, supported by Project Controls, develops planning guidance for each control
account including work scope, schedule milestones and deliverables. The Project Manager
documents this information on the Control Account Plan/Work Authorization form, and
reviews it with the CAM.

4.2 Work Authorization

The CAM is responsible for developing detailed schedules and cost estimates for Work
Packages and Planning Packages. The CAMs forward these cost estimates to Project
Controls for validation using the Control Account Plan/Work Authorization form for each
control account. The form includes the relationship to the WBS element or elements,
responsible organization identification, control account task description, schedule, and time-
phased budget in dollars. The Control Account Plan/Work Authorization is reviewed by the
Project Controls Manager and approved by the Project Manager and the CAM to document
the delegation of work to the CAM. The approved control account can only be changed
with appropriate change control.

5.0 APPENDIX
Appendix A: Control Account and Project Planning/Approval Flow Diagram.
Appendix B: Control Account Plan/Work Authorization form.

Revision 1.0 - February 2009 2 of 4


Title
APPENDIX A: Control Account and Project Planning/Approval

Revision 1.0 - February 2009 3 of 4


Title
APPENDIX B: Control Account Plan / Work Authorization Form

Revision 1.0 - February 2009 4 of 4

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