Attachment J002 - Vendor Quarterly Program Management Review (PMR) Template.PMR
713 KB Posted
- Solicitation number
- DTFAWA-17-R-00017
About this file
This document provides a draft screening information request (SIR) for the Enterprise Financial Services (EFS) portfolio of contracts. The EFS portfolio will consist of multiple indefinite delivery indefinite quantity contracts, including at least one contract set aside for small businesses. Work areas under the contracts will include policies and processes, internal controls, program and project management, day-to-day operations, systems, training, strategic planning, investment analysis, program evaluation, risk management, and other financial, budget, and management activities. The final SIR is expected to be released in late January to February 2017, with proposals due 30 days after. The Federal Aviation Administration and Department of Transportation may utilize the contracts. The applicable NAICS code is 541611.
Attachment J002 - Vendor Quarterly Program Management Review (PMR) Template (pptx)
Text of this file
Sample EFS Vendor Quarterly Program Management Review (PMR)
THIS TEMPLATE CONTAINS SENSITIVE UNCLASSIFIED INFORMATION. FOR OFFICIAL USE ONLY.
Presented to:
By:
Date:
Federal Aviation Administration
SAMPLE
Federal Aviation Administration <Presentation Title – Change on Master Slide> <Date of Presentation – Change on Master Slide>
Purpose THIS TEMPLATE CONTAINS SENSITIVE UNCLASSIFIED INFORMATION. FOR OFFICIAL USE ONLY..
The purpose of the Vendor Quarterly Program Management Reviews is to:
Validate the vendor’s quarterly contract and financial status against the Government’s status information Provide the Government with a projection and trend analysis of future performance Identify changes, issues, risks and mitigation plans that may impact future performance
SAMPLE
Federal Aviation Administration <Presentation Title – Change on Master Slide> <Date of Presentation – Change on Master Slide> Agenda THIS TEMPLATE CONTAINS SENSITIVE UNCLASSIFIED INFORMATION. FOR OFFICIAL USE ONLY..
Contract Information POC Information New/Completed Task Orders Contract Financial Summary Contract Staffing Summary Subcontractor Status Task Order Information Task Order Trend Summary Task Order Quad Charts Process Improvements, Issues and Risks
Backup Slides
Administration <Presentation Title – Change on Master Slide> <Date of Presentation – Change on Master Slide> POC Information THIS TEMPLATE CONTAINS SENSITIVE UNCLASSIFIED INFORMATION. FOR OFFICIAL USE ONLY..
Primary Points of Contact
| Name | Title | Phone | |
| Name | Program Manager | PManager@company.com | ###-###-#### |
Program Management and Key Personnel Changes
| Role | Contract/ | ||
| TO No. | Previous Staff | New Staff | Transition |
Date Position 9999/99 Name Name MM/DD/YY
Administration <Presentation Title – Change on Master Slide> <Date of Presentation – Change on Master Slide> New/Completed Task Orders THIS TEMPLATE CONTAINS SENSITIVE UNCLASSIFIED INFORMATION. FOR OFFICIAL USE ONLY..
NEW TASK ORDERS AWARDED THIS QUARTER
| Contract/ TO No. | Title | Org | Ceiling Amount | Period of Performance |
| 9999/99 | Enter TO Title Here | ABA | $xx,xxx,xxx | 12/12/15- |
12/12/18
TASK ORDERS COMPLETED THIS QUARTER
| Contract/ TO No. | Title | Org | Ceiling Amount | Total Invoiced Amount | Funding Remaining |
| 9999/99 | Enter TO Title Here | ABA | $xx,xxx,xxx | $xx,xxx,xxx | $xx,xxx,xxx |
Total No. of Active Task Orders at the End of the Quarter: ##
Administration <Presentation Title – Change on Master Slide>
Contract Financial Summary THIS TEMPLATE CONTAINS SENSITIVE UNCLASSIFIED INFORMATION. FOR OFFICIAL USE ONLY..
TOTAL CONTRACT
| Total Ceiling Awarded | Total Funded Amount | Unfunded Backlog | Funding as | ||||
| % of Total Ceiling | Total Amount Invoiced | Total Amount Paid | Total Outstanding | ||||
| $xxx,xxx,xxx | $xxx,xxx,xxx | $x,xxx,xxx | xx% | $xxx,xxx,xxx | $xxx,xxx,xxx | $x,xxx,xxx |
TOTAL HYBRID AWARDS
| Hybrid Labor (Total Cum) | Hybrid Travel (Total Cum) | Hybrid ODC | ||
| (Total Cum) | Hybrid Actual T&M Costs | |||
| $xx,xxx,xxx | $x,xxx,xxx | $x,xxx,xxx | $xxx,xxx,xxx |
TOTAL T&M AWARDS
| T&M Labor (Total Cum) | T&M Travel (Total Cum) | T&M ODC | ||
| (Total Cum) | Total Actual T&M Costs | |||
| $xx,xxx,xxx | $x,xxx,xxx | $x,xxx,xxx | $xxx,xxx,xxx |
TOTAL FP AWARDS
| FP (Total Cum) |
| $xx,xxx,xxx |
Note: Cumulative from award through end of the Quarter
Administration <Presentation Title – Change on Master Slide>
Contract Financial Summary THIS TEMPLATE CONTAINS SENSITIVE UNCLASSIFIED INFORMATION. FOR OFFICIAL USE ONLY..
| Contract/ TO No. | Status | Total Ceiling Awarded | Total Funding Amount | Total Invoiced Amount | Total Plan (from Award) | Total Actual (from Award) | %Var | Projected Monthly Burn (Next Qtr) | Estimated Funding Depletion Date |
| 9999/99 | Active | $xx,xxx,xxx | $xx,xxx,xxx | $xx,xxx,xxx | $xx,xxx,xxx | $xx,xxx,xxx | xx% | $xxx,xxx | MM/DD/YY |
Administration <Presentation Title – Change on Master Slide> <Date of Presentation – Change on Master Slide> Contract Staffing Summary THIS TEMPLATE CONTAINS SENSITIVE UNCLASSIFIED INFORMATION. FOR OFFICIAL USE ONLY..
STAFFING SUMMARY (TOs with T&M Labor Only)
Trends / Comments Recently awarded TOs have more technical positions (e.g., Accountants, Auditors, etc.)
Labor market becoming tighter for technical staff positions Human Capital Strategist positions difficult to staff
STAFFED LABOR CATEGORIES
(TOs with T&M Labor Only)
Administration <Presentation Title – Change on Master Slide> <Date of Presentation – Change on Master Slide> Series 1 Web Designer Training Developer Technical Editor / Writer Systems Auditor Subject Matter Expert Project/Task Leader Program Analyst Policy Analyst Math/Statistician Human Capital Strategist Help Desk Technician Graphics/Documentation Specialist Financial Analyst Cost Analyst/Cost Estimator Consultant Business Requirements Analyst Budget Analyst Auditor Administrative Assistant Accounting Technician Accountant 5 2 9 3 6 4 7 0 10 2 9 15 17 4 8 6 5 1 2 7 12
Subcontractor Status THIS TEMPLATE CONTAINS SENSITIVE UNCLASSIFIED INFORMATION. FOR OFFICIAL USE ONLY..
| Subcontractor Team: | New Additions this Quarter: | |||
| Company A | Company K | Company U | Company XYZ | |
| Company B | Company L | Company V | Company 123 | |
| Company C | Company M | Company W | ||
| Company D | Company N | Company X | ||
| Company E | Company O | Company Y | ||
| Company F | Company P | Company Z | ||
| Company G | Company Q | |||
| Company H | ||||
| Company I | Company R |
Company S Company J Company T
Total Subcontractor $s Invoiced* from Award through End of Quarter $252,000.00
Total $s Invoiced* from Award through End of Quarter $504,000.00
*Note Total and Subcontractor $s Invoiced are inclusive of all indirects Subcontracting Percentage 50.00%
| Direct Sub $s Invoiced | Prime Indirect 1 | ||||||
| $s | Prime Indirect 2 | ||||||
| $s | Prime Indirect 3 | ||||||
| $s | Total Sub $s Invoiced | % of Total $s Invoiced | |||||
| LB | $240,000 | $4,800 | $7,200 | $0 | $252,000 | 50.00% | |
| SB | $70,000 | $1,400 | $2,100 | $0 | $73,500 | 14.58% | |
| SDB | $30,000 | $600 | $900 | $0 | $31,500 | 6.25% | |
| WOSB | $60,000 | $1,200 | $1,800 | $0 | $63,000 | 12.50% | |
| SDVOSB | $80,000 | $1,600 | $2,400 | $0 | $84,000 | 16.67% | |
| Grand Totals | $480,000.00 | $9,600.00 | $14,400.00 | $0.00 | $504,000.00 |
Administration <Presentation Title – Change on Master Slide> <Date of Presentation – Change on Master Slide> Subcontractor Status THIS TEMPLATE CONTAINS SENSITIVE UNCLASSIFIED INFORMATION. FOR OFFICIAL USE ONLY..
Small Business Prime Contractor(s): Demonstrate that at least 51 percent of the cost of contract performance incurred for personnel shall be expended for employees of the prime contractor.
Large Business Prime Contractor(s): Demonstrate that subcontracting plan small business goals are being met Cumulative percent of the cost of contract performance by prime contractor employees Discuss variances and recovery plans
Administration <Presentation Title – Change on Master Slide> <Date of Presentation – Change on Master Slide> Task Order Trend Summary THIS TEMPLATE CONTAINS SENSITIVE UNCLASSIFIED INFORMATION. FOR OFFICIAL USE ONLY..
| Task | |||
| Order | Cost | Schedule | Technical |
| TO 1 |
TO 2
TO 3
TO 4
TO 5
| TO 6 | High | High | High | |||
| Low | High | Low |
| High | High | Low | |
| Trend Arrow Legend |
Improved compared with previous Quarter Same rating as previous Quarter
Declined compared with previous Quarter Low High High
| Medium | Low | Low |
| Low | Medium | Medium |
| Color | Cost | Schedule | Technical |
| Green | No additional funding required next Quarter AND |
Actual Costs this Quarter <= Quarterly Spend Plan AND
| EAC <= Exercised Ceiling | All milestones and deliverables satisfactorily completed and delivered on schedule | No corrective actions required this Quarter | ||
| Yellow | Funding required next Quarter OR |
Actual Costs this Quarter is above Quarterly Spend Plan by no more than 5%
OR
| EAC is above Exercised Ceiling by no more than 5% | Schedule variance in this Quarter projected to result in a late milestone or deliverable in subsequent Quarter | Minor corrective actions required this Quarter | ||
| Red | Funding depleted at the end of the Quarter OR |
Actual Costs this Quarter > 5% above Quarterly Spend Plan OR EAC > 5% above Exercised Ceiling Actual late milestone or deliverable in this Quarter Significant corrective actions or rejected deliverable this Quarter
Administration <Presentation Title – Change on Master Slide> <Date of Presentation – Change on Master Slide> Task Order XX Summary THIS TEMPLATE CONTAINS SENSITIVE UNCLASSIFIED INFORMATION. FOR OFFICIAL USE ONLY..
Contract/TO No.:
Title: Enter Title of Task Order Customer Organization:
TOR/COR: John Doe / Jane Doe Location:
Ceiling Award Value: ($ and Hrs): $3,000,000 / 30,000 hrs Exercised Ceiling ($ and Hrs): $1,200,000 / 12,000 hrs Funded Level: $1,100,000 (F&E) Non-Core MBL: Y / N Base Period:
Option Period(s): April 1, 2012 – September 30, 2012 Contract type: FP, T&M, or Hybrid Max Actual Headcount (previous Qtr): 6 FTE Level (previous Qtr) (x,xxx standard): 3.2
Exercised Ceiling Funded Level
BASE PERIOD
OPTION PERIOD 1
| Task Order | Cost | Schedule | Technical |
| TO 1 | High | High | High |
Causes and Recovery Plans: Enter cause(s) of Cost/Schedule/Technical area rating of Yellow or Red and recovery plan(s) underway to remedy Achievements: Enter any significant Achievement accomplished during the Quarter Issues, Risks and Mitigations: Enter any issues, risks and mitigations that may impact Task Order performance
| KEY/MAJOR DELIVERABLE | DUE DATE | ACTUAL DATE |
| July Monthly Status Report | 7/15/18 | 7/15/18 |
| August Monthly Status Report | 8/15/18 | 8/15/18 |
| September Monthly Status Report | 9/15/18 | 9/15/18 |
| Draft Concept of Operations | 9/1/18 | 9/12/18 |
| Revised Integrated Master Schedule | 9/30/18 | 9/30/18 |
Administration <Presentation Title – Change on Master Slide> <Date of Presentation – Change on Master Slide>
Process Improvements, Issues, and Risks THIS TEMPLATE CONTAINS SENSITIVE UNCLASSIFIED INFORMATION. FOR OFFICIAL USE ONLY..
Vendor Process Improvements this Quarter:
List vendor process improvements here Additional vendor process improvements may be listed here Additional vendor process improvements may be listed here
Suggested Process Improvements for the Government:
List suggested process improvements for the Government to consider here Additional suggested process improvements may be listed here Additional vendor process improvements may be listed here
Program Issues / Risks:
List Program level Issue/Risk here Additional Program level Issue/Risk may be listed here Additional Program level Issue/Risk may be listed here
Administration <Presentation Title – Change on Master Slide> <Date of Presentation – Change on Master Slide> Action Item Summary THIS TEMPLATE CONTAINS SENSITIVE UNCLASSIFIED INFORMATION. FOR OFFICIAL USE ONLY..
| # | Action Item | Owner | Response | Due Date | Status |
| 1 | Vendor | ||||
| 2 | FAA | ||||
| 3 | |||||
| 4 |
Administration <Presentation Title – Change on Master Slide> <Date of Presentation – Change on Master Slide> Backup Slides THIS TEMPLATE CONTAINS SENSITIVE UNCLASSIFIED INFORMATION. FOR OFFICIAL USE ONLY..
Administration <Presentation Title – Change on Master Slide> <Date of Presentation – Change on Master Slide> image2.jpeg image1.wmf
Microsoft_Excel_Worksheet1.xlsx Sheet1
Series 1
Web Designer 5
Training Developer 2
Technical Editor / Writer 9
Systems Auditor 3
Subject Matter Expert 6
Project/Task Leader 4
Program Analyst 7
Policy Analyst 0
Math/Statistician 10
Human Capital Strategist 2
Help Desk Technician 9
Graphics/Documentation Specialist 15
Financial Analyst 17
Cost Analyst/Cost Estimator 4
Consultant 8
Business Requirements Analyst 6
Budget Analyst 5
Auditor 1
Administrative Assistant 2
Accounting Technician 7
Accountant 12
To resize chart data range, drag lower right corner of range.
image3.png image4.png image5.png
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