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DOE 1332.2 10-31-83
11-5 II-5 11-8 II-10 Il-11
II-12 II-13 11-15
How to prepare Plans and Reports.... a.
General..... b. Structuring of Reporting Elements....
Figure II-5 Example Work Breakdown Structure............. C.
Federal Assistance Milestone Plan (Form EIA-459B)...
Federal Assistance Budget Information Forms (EIA-459C and
Figure 11-6 Example Federal Assistance Milestone Plan....
Figure 11-7 Example Milestone Log... e. Federal Assistance Management Summary Report (Form EIA-459E) as a
Figure 11-8 Example Federal Assistance Budget
Information Form (Non-Construction).
Information Form (Construction).....
Summary Report as a Baseline Plan......
Figure 11-11 Example Federal Assistance Program/
Project Status Report..... g. Financial Status Report (Standard Form 269).. n. Federal Assistance Management Summary Report (Form EIA-459E)
as a Status Report....
Figure 11-12 Example Financial Status Report...
Summary Report as a Status Report....
Description of the Uniform Reporting System for
CHAPTER III-TECHNICAL INFORMATION REPORTING
Figure III-l Frequency and Distribution of Technical
1. SYSTEM FEATURES. Primary features are: a. Standard Forms and Procedures. Replaces differing reporting forms and
procedures previously used by DOE component organizations.
Standard Definitions. Provides uniform terminology and data elements to minimize ambiguity of meaning and intent.
Specification of Reporting Requirements. Provides a checklist to be used to identify all reporting requirements at the time of award. The recipient is encouraged to discuss the requirements before the time of award in order to ensure that they are appropriate.
Planning Baselines. Provides planning forms which can be included in the
Flexible Reporting Methods and Application. Provides flexibility in application to ensure that the information requested is relevant to the activity performed. The reporting system can accommodate a variety of programs and assistance awards by tailoring the reporting requirements to fit the activity.
Single Reporting for Multiple Uses. A recipient of Federal assistance submits standard forms only once in each reporting period. One submission serves all Departmental needs.
Formal Problem Identification. Provides recipients with a formal method for identifying problems.
This Order contains the plans and reports of the system. Figure 1-1
Before a Federal assistance solicitation is issued, the DOE program manager determines the information that will be required from the assistance recipient. The information needs of other DOE offices, such as Controller and the awarding office, also should be considered.
Tables which appear in Chapter II have been developed to indicate those plans and reports which are usually appropriate for differ. ent types of activities.
Baseline plans shown in this Order can be selected and included as part of the application/proposal for programs which require measurable program performance.
The planning technique provided for in this Order is based on
The status reports and technical reports, which will be required
C. The application/proposal, containing the required plans selected from
this Order, is submitted in accordance with the solicitation. These plans will serve as the base against which progress can be measured.
The "Federal Assistance Reporting Checklist" is prepared by the DOE
e. Financial status reports and program status reports relate directly to
the baseline plans and show the financial or schedule status of the
Technical reports are the basis for the technical performance evalua-
In accordance with Departmental policy, no reporting requirements (in-
KEY DEFINITIONS. See Attachment 1 for additional definitions.
perty, services, or anything of value to a recipient in order to ac-
procurement, which is governed by different rules and regulations.
to the State or local government or other recipient in order to accomp-
c. Cooperative Agreement. The instrument used to transfer money, pro
perty, services, or anything of value to the State and local government
DIRECTING APPLICATION. The following is a sample clause which the DOE awarding officer can use in the grant or cooperative agreement to invoke the requirements of this Order.