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. 

## 2.4 TR Portfolio Safety Requirements 

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. 

