support the ISM phase of the AMS lifecycle and are reported to the investment decision  authority; impacted Vice Presidents or equivalent; and key stakeholders, including AJI.  A TR portfolio consists of two or more TR projects. Each TR project will be assigned to a sub–Acquisition Category (ACAT) of either “1” or “2” based on project cost. 4 Prior to the IARD,  the TR Portfolio Manager must develop a portfolio PSP in accordance with  Appendix A, which  must be approved by the ATO Chief Safety Engineer. To facilitate this effort, the TR Portfolio  Manager must contact the AJI SCL and conduct an SSM prior to developing the portfolio PSP to  assist in tailoring any safety documentation requirements. It is possible that the complexity of  some sub-ACAT 1 TR projects warrants the development of project-specific PSPs to  supplement the portfolio PSP; this need must be detailed in the approved portfolio PSP. There  is no need to develop project-specific PSPs for sub-ACAT 2 TR projects as the portfolio PSP  would outline the SRM and development assurance requirements for these projects.  After the IARD, each sub-ACAT 1 TR project must follow the lifecycle process presented in  Figure 2.2 per the Execution Plan (EP) 5  approved by the JRC at the IARD. However, the safety  documentation required and development assurance requirements (as listed in Table 2.1) may  be tailored; this will be decided during the SSM and reflected in the approved portfolio PSP (or  in an approved project-specific PSP if necessary). (For example, will any sub-ACAT 1 projects  require that an OSA be conducted?) The portfolio PSP (or an approved project-specific PSP, if  necessary) must specify what decision points will be held (most likely an ISD) before the  product can be deployed to service delivery points. If this tailoring is not documented in the  approved portfolio PSP (or in an approved project-specific PSP if necessary), then the approved  portfolio PSP must be revised. Before a product can be deployed, the ATO Chief Safety  Engineer must approve an SSAR.  For sub-ACAT 2 TR projects, after the JRC has rendered a positive IARD, subsequent  investment decisions will be made by the Portfolio Stakeholders Governing Body. This body will  be different for each portfolio; it will include representatives from all applicable stakeholder  organizations, and it will be chaired by the Group Manager of the organization in which the TR  portfolio resides. The portfolio PSP must state what safety and development assurance  documentation will be required for each project and what safety analyses must be conducted;  the safety deliverable will most likely be an SRM document with or without hazards unless  otherwise specified in the portfolio PSP. Most sub-ACAT 2 projects will be approved via the  NAS Change Proposals / System Safety Modification process unless otherwise specified in the  EP.  The TR Portfolio Manager must report the TR portfolio sub-ACAT 1 and sub-ACAT 2 project  safety status at each Acquisition Quarterly Program Review. This requirement must be stated  in the TR portfolio PSP as well as the process by which the AJI SCL will maintain safety  oversight over the portfolio and the individual projects within it.  4. Since March 2019, projects above $20 million are considered sub-ACAT 1 and below $20 million are considered sub-ACAT 2. These dollar limits could change over time. Regardless, the estimated cost of a project does not determine the safety documentation required to support that project. That determination depends on the specific technical and operational nature of the project itself. Note that sub-ACAT 1 and sub-ACAT 2 projects may require different safety and acquisition deliverables. 5. The TR portfolio EP defines the portfolio’s scope, schedule, cost, and performance parameters. 2_SRMGSA_202003  Originally published March 2020  Uncontrolled copy when downloaded  21 2.4  TR Portfolio Safety Requirements