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Comprehensive Overview of Contract Management Terminology and Budgeting Processes

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oistin
2 diapositives · 161 Views · Aug 22, 2014

This document outlines key terminologies and processes in contract management and budgeting, such as Negotiated Contract Cost (NCC), Authorized Unpriced Work (AUW), and Over Target Baseline (OTB). It explains the significance of various budget components, including the Contract Budget Base (CBB), Management Reserve (MR), and Undistributed Budget (UB). The text also highlights critical concepts like Performance Measurement Baseline (PMB) and various budget reporting requirements essential for effective project control. Understanding these terms is crucial for successful contract execution.

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  1. Contract Price Contract Price Profit / Fees Profit / Fees TAB TAB NCC NCC CBB CBB OTB OTB AUW AUW OVERRUN OVERRUN PMB PMB Management Reserve Management Reserve Undistributed Budget Undistributed Budget Control Accounts Control Accounts Summary Level Planning Packages Summary Level Planning Packages Work Packages Work Packages Planning Packages Planning Packages TERMINOLOGY NCC Negotiated Contract Cost Contract price less profit / fee(s) AUW Authorized Unpriced WorkWork contractually approved, but not yet negotiated / definitized CBB Contract Budget BaseSum of NCC and AUW OTB Over Target BaselineSum of CBB and recognized overrun TAB Total Allocated BudgetSum of all budgets for work on contract = NCC, CBB, or OTB BAC Budget At Completion Total budget for total contract thru any given level PMB Performance Measurement Baseline Contract time-phased budget plan MR Management Reserve Budget withheld by Ktr PM for unknowns / risk management UB Undistributed Budget Broadly defined activities not yet distributed to CAs CA Control Account Lowest CWBS element assigned to a single focalpoint to plan & control scope / schedule / budget WP Work Package Near-term, detail-planned activities within a CA PP Planning Package Far-term CA activities not yet defined into WPs BCWS Budgeted Cost for Work ScheduledValue of work planned to be accomplished = PLANNED VALUE BCWP Budgeted Cost for Work PerformedValue of work accomplished = EARNED VALUE ACWP Actual Cost of Work PerformedCost of work accomplished = ACTUAL COST EAC Estimate At Completion Estimate of total cost for total contract thru any given level; may be generated by Ktr, PMO, DCMA, etc. = EACKtr / PMO / DCMA LRE Latest Revised Estimate Ktr’s EAC or EACKtr SLPP Summary Level Planning Package Far-term activities not yet defined into CAs TCPI To Complete Performance Index Efficiency needed from ‘time now’ to achieve an EAC EVM POLICY:EVMS = DFARS 252.234-7000; 252.234-7001; & C/SSR = DFARS 252.242-7005; 252.242-7006; ANSI/EIA-748-A Jan 2002 / Mar 2003; DoDI 5000.2, Table E3.T2; & Defense Acquisition Guidebook MANAGEMENT REQUIREMENTS: Select pair ofContract Clauses based on cost, risk, criticality: EVMS EIA-748 Management System Validated as Consistent with EIA-748 Standard at detailed level Non-FFP contracts / agreements for R&D > $73M; & Proc or O&M > $315M (CY00$) Cost/Schedule Status Report (C/SSR)Management System not required to meet EIA-748 Standard; Non-FFP contracts / agreements > $6.3M (CY00$) & > 12 months duration Integrated Baseline Review (IBR) Mandatory for both EVMS & C/SSR within 6 months of Contract Award REPORT REQUIREMENTS: Tailor Data Requirements via CDRL, Select One: Cost Performance Report = DI-MGMT-81466 = Formats 1-5 (WBS, Organization, Baseline, Staffing, & Explanations) CPR is Mandatory for EVMS EIA-748 contracts & optional for C/SSR contracts Cost/Schedule Status Report = DI-MGMT-81467 = 2 Formats (WBS & Explanations) or ‘Tailored’ CPR TERMINOLOGY NCC Negotiated Contract Cost Contract price less profit / fee(s) AUW Authorized Unpriced WorkWork contractually approved, but not yet negotiated / definitized CBB Contract Budget BaseSum of NCC and AUW OTB Over Target BaselineSum of CBB and recognized overrun TAB Total Allocated BudgetSum of all budgets for work on contract = NCC, CBB, or OTB BAC Budget At Completion Total budget for total contract thru any given level PMB Performance Measurement Baseline Contract time-phased budget plan MR Management Reserve Budget withheld by Ktr PM for unknowns / risk management UB Undistributed Budget Broadly defined activities not yet distributed to CAs CA Control Account Lowest CWBS element assigned to a single focalpoint to plan & control scope / schedule / budget WP Work Package Near-term, detail-planned activities within a CA PP Planning Package Far-term CA activities not yet defined into WPs BCWS Budgeted Cost for Work ScheduledValue of work planned to be accomplished = PLANNED VALUE BCWP Budgeted Cost for Work PerformedValue of work accomplished = EARNED VALUE ACWP Actual Cost of Work PerformedCost of work accomplished = ACTUAL COST EAC Estimate At Completion Estimate of total cost for total contract thru any given level; may be generated by Ktr, PMO, DCMA, etc. = EACKtr / PMO / DCMA LRE Latest Revised Estimate Ktr’s EAC or EACKtr SLPP Summary Level Planning Package Far-term activities not yet defined into CAs TCPI To Complete Performance Index Efficiency needed from ‘time now’ to achieve an EAC EVM POLICY:EVMS = DFARS 252.234-7000; 252.234-7001; & C/SSR = DFARS 252.242-7005; 252.242-7006; ANSI/EIA-748-A Jan 2002 / Mar 2003; DoDI 5000.2, Table E3.T2; & Defense Acquisition Guidebook MANAGEMENT REQUIREMENTS: Select pair ofContract Clauses based on cost, risk, criticality: EVMS EIA-748 Management System Validated as Consistent with EIA-748 Standard at detailed level Non-FFP contracts / agreements for R&D > $73M; & Proc or O&M > $315M (CY00$) Cost/Schedule Status Report (C/SSR)Management System not required to meet EIA-748 Standard; Non-FFP contracts / agreements > $6.3M (CY00$) & > 12 months duration Integrated Baseline Review (IBR) Mandatory for both EVMS & C/SSR within 6 months of Contract Award REPORT REQUIREMENTS: Tailor Data Requirements via CDRL, Select One: Cost Performance Report = DI-MGMT-81466 = Formats 1-5 (WBS, Organization, Baseline, Staffing, & Explanations) CPR is Mandatory for EVMS EIA-748 contracts & optional for C/SSR contracts Cost/Schedule Status Report = DI-MGMT-81467 =2 Formats (WBS & Explanations) or ‘Tailored’ CPR EVM Home Page = http://acc.dau.mil/evm http://www.dcma.mil = “One Book” DAU POC: (703) 805-2851 (DSN 655) eMail Address: EVM@dau.mil Revised Feb 2004 EVM Home Page = http://acc.dau.mil/evmhttp://www.dcma.mil = “One Book” DAU POC: (703) 805-2851 (DSN 655) eMail Address: EVM@dau.mil Revised 24 Feb 2004

  2. Earned Value Management ‘Gold Card’ Defense Acquisition University Earned Value Management ‘Gold Card’ Defense Acquisition University EAC EAC TAB TAB Management Reserve Management Reserve BAC BAC PMB PMB Schedule Variance Schedule Variance Cost Variance Cost Variance $ $ ACWP ACWP BCWS BCWS BCWP BCWP time time Time Now Time Now Completion Date Completion Date VARIANCESFavorable is Positive, Unfavorable is Negative Cost VarianceCV = BCWP – ACWP CV % = (CV / BCWP) *100 Schedule Variance SV = BCWP – BCWS SV % = (SV / BCWS) * 100 Variance at Completion VAC = BAC – EAC PERFORMANCE INDICESFavorable is > 1.0, Unfavorable is < 1.0 Cost Efficiency CPI = BCWP / ACWP Schedule Efficiency SPI = BCWP / BCWS OVERALL STATUS % Schedule = (BCWSCUM / BAC) * 100 % Complete = (BCWPCUM / BAC) * 100 % Spent = (ACWPCUM / BAC) * 100 ESTIMATE AT COMPLETION# EAC = Actuals to Date + [(Remaining Work) / (Efficiency Factor)] EACCPI = ACWPCUM + [(BAC – BCWPCUM) / CPICUM ]=BAC / CPICUM EACComposite = ACWPCUM + [(BAC – BCWPCUM) / (CPICUM* SPICUM)] TO COMPLETE PERFORMANCE INDEX (TCPI)# TCPIEAC = Work Remaining / Cost Remaining = (BAC – BCWPCUM)/ (EAC – ACWPCUM) #To Determine Either TCPI or EAC; You May Replace BAC with TAB VARIANCESFavorable is Positive, Unfavorable is Negative Cost VarianceCV = BCWP – ACWP CV % = (CV / BCWP) *100 Schedule Variance SV = BCWP – BCWS SV % = (SV / BCWS) * 100 Variance at Completion VAC = BAC – EAC PERFORMANCE INDICESFavorable is > 1.0, Unfavorable is < 1.0 Cost Efficiency CPI = BCWP / ACWP Schedule Efficiency SPI = BCWP / BCWS OVERALL STATUS % Schedule = (BCWSCUM / BAC) * 100 % Complete = (BCWPCUM / BAC) * 100 % Spent = (ACWPCUM / BAC) * 100 ESTIMATE AT COMPLETION# EAC = Actuals to Date + [(Remaining Work) / (Efficiency Factor)] EACCPI = ACWPCUM + [(BAC – BCWPCUM) / CPICUM ]=BAC / CPICUM EACComposite = ACWPCUM + [(BAC – BCWPCUM) / (CPICUM* SPICUM)] TO COMPLETE PERFORMANCE INDEX (TCPI)# TCPIEAC = Work Remaining / Cost Remaining = (BAC – BCWPCUM)/ (EAC – ACWPCUM) #To Determine Either TCPI or EAC; You May Replace BAC with TAB