EERE Program Management Guide

Updated in December 2007, this guide is a comprehensive reference manual on EERE program management. The following documents are available as Adobe Acrobat PDFs. Download Adobe Reader.

Cover and Table of Contents (PDF 1.6 MB)

Introduction (PDF 256 KB)

Chapter 1 - Background (PDF 1.4 MB)

1.1 About the U.S. Department of Energy
1.2 About the Office of Energy Efficiency and Renewable Energy

Chapter 2 - EERE Business Model and Management System (PDF 2.0 MB)

2.1 EERE Programs as Key Mission Elements
2.2 Distinctions Among EERE Programs, Projects, and Agreements
2.3 EERE Programs and Subprograms
2.4 Roles and Responsibilities of Headquarters and Field Activities
2.5 Program Management Vis-à-vis Project Management Responsibilities
2.6 How to Manage an EERE Program: A Macro Look at the Program Management Team's Job and the Program Management Cycle
2.7 EERE Strategic Management System

Chapter 3 - EERE Communications and Outreach (PDF 1.5 MB)

3.1 EERE Communications and Outreach Overview
3.2 EERE Board of Directors
3.3 Technology Development Communications and Outreach
3.4 Project Management Center Communications and Outreach

Chapter 4 - EERE Planning (PDF 1.0 MB)

4.1 Planning Overview
4.2 EERE Strategic Planning
4.3 EERE Multi-Year Program Planning and Crosscutting Planning
4.4 Annual Operations Planning
4.5 Planning Process Summary
4.6 EERE SMS Planning Stages

Chapter 5 - EERE Budget Formulation (PDF 1.2 MB)

5.1 Budget Formulation Overview
5.2 Field Budget Call
5.3 EERE Spring Budget Review
5.4 DOE Corporate Program Review Budget
5.5 OMB Request
5.6 Congressional Budget Process
5.7 Performance Budget Formulation Stage

Chapter 6 - EERE Program Implementation (PDF 1.0 MB)

6.1 Program Implementation Overview
6.2 Program Implementation Funding Orders
6.3 Execution Planning
6.4 The Funding Process
6.5 Procurement Planning
6.6 The Multi-Year Procurement (Acquisition and Financial Assistance) Process
6.7 Other Procurement Considerations
6.8 EERE SMS Program Implementation Stage

Chapter 7 - EERE Analysis and Evaluation (PDF 878 KB)

7.1 Analysis and Evaluation Overview
7.2 Mission and Roles
7.3 Program Analysis
7.4 Program Evaluation
7.5 EERE SMS Program Analysis and Evaluation Stage

Chapter 8 - EERE Information and Business Management Systems (PDF 1.8 MB)

8.1 Introduction
8.2 DOE and Field System Interfaces Applicable to EERE
8.3 EERE Corporate Planning System
8.4 EERE Information System
8.5 Windows-Based Systems Approach to Grants Administration
8.6 Other EERE Information and Business Management Tools
8.7 Electronic Government

Appendices - Compilation of appendices A-Q (PDF 10.1 MB)

Appendix A - EERE Multi-Year Program Plan Template (PDF 92 KB)
Appendix B - Suggested Practice: Developing the Annual Operating Plan Phase II Guidance (PDF 99 KB)
Appendix C - Suggested Practice: Program Progress, Review Process, Phase II Guidance (PDF 105 KB)
Appendix D - EERE Peer Review Guide (PDF 79 KB)
Appendix E - Suggested Framework for Merit Review (PDF 104 KB)
Appendix F - Model Position Description for Deputy Assistant Secretary for the Office of Technology Development (PDF 162 KB)
Appendix G - Model Position Description for EERE Program Managers (PDF 279 KB)
Appendix H - Model Senior Executive Services Performance Appraisal (PDF 6.5 MB)
Appendix I - EERE Program Management Virtual University (PDF 1.9 MB)
Appendix J - Inherently Governmental Functions (PDF 150 KB)
Appendix K - Roles, Responsibilities, and Relationships of Program Managers, Project Managers, Contracting Officers, and Contracting Officer's Representatives (PDF 380 KB)
Appendix L - Role of the National Laboratories (PDF 140 KB)
Appendix M - Support Services (PDF 99 KB)
Appendix N - EERE Guidelines, Definitions, and Restrictions for Support Services Contracting (PDF 65 KB)
Appendix O - List of Acronyms (PDF 62 KB)
Appendix P - Reference Guide (PDF 231 KB)
Appendix Q - Glossary of Terms (PDF 161 KB)

U.S. Department of Energy - Energy Efficiency and Renewable Energy

Office of Business Administration

EERE Program Management Guide

Related Documents