REL_-_EVM_Reporting_Sheet.xls
XLS spreadsheet 60 KB Posted
- Attached to
- Regional Educational Laboratory (REL) Federal contract opportunity
- Solicitation number
- ED-IES-15-R-0016
About this file
REL - EVM Reporting Sheet
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Other files for this federal contract opportunity
| File | Type | Posted |
|---|---|---|
| REL_-_Amendment_0003.pdf | ||
| REL_-_Amendment_2_SF30.pdf | ||
| REL_-_Instructions_to_Offerors.docx | DOCX document | |
| REL_-_FFP_Matrix.xlsx | XLSX spreadsheet | |
| REL_-_Amendment_0001_SF30.pdf | ||
| REL_-_SB_Tool.xlsx | XLSX spreadsheet | |
| REL_-_Rating_Scale_and_Eval_Criteria.docx | DOCX document | |
| REL_-_Instructions_to_Offerors.docx | DOCX document | |
| REL_-_PWS.docx | DOCX document | |
| REL_-_FFP_Matrix.xlsx | XLSX spreadsheet | |
| REL_-_Needs_Sensing.pdf | ||
| REL_-_Solicitation_Supplement.docx | DOCX document | |
| REL_-_PWS.docx | DOCX document | |
| REL_-_FFP_Matrix.xlsx | XLSX spreadsheet | |
| REL_-_SB_Tool.xlsx | XLSX spreadsheet | |
| REL_-_IES_Web_Standards.pdf | ||
| REL_-_EVM_Back_up.xlsx | XLSX spreadsheet | |
| REL_-_SF33_-_EDIES15R0016_Solicitation.pdf |
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Instructions
| Also refer to popup comments within column headers to understand each cell's function. | ||
| General | This template collects primary EVM data values (BAC, PV, EV and AC) from a Major IT investment to assess program performance toward their delivery of defined scope. By utilizing integrated schedule and cost variances, and other EVM-based performance metrics, a forecast of expected schedule or cost overruns is derived for the program. | |
| Project Data for the Month | SOURCE | |
| Period Ending | Enter the end date (e.g. "31-Jan-09") of the month represented by the data in the report. | |
| UPI | The Unique Project Identifier for the investment. The UPI is maintained by the Department's Budget Formulation Database. Refer to OMB's Circular A11, Section 53 for details on how to interpret the UPI. | |
| Project Name | Enter the unique identifying name of the project as reported in the Exhibit 300. | |
| Project Manager | Enter the name of the Project Manager assined to the investment. The PM holds responsibility for all data reported. | |
| Project % Complete | Enter the percentage complete for the project, to date. The Project % Complete should be the cumulative percentage of all completed work on the project over the total planned work, rolled up from all control accounts in the WBS/schedule. | Calculation |
| BAC from Prior Month | Enter the Budget at Completion (BAC) value that the project reported last month. BAC should equal the contract budget baseline as recorded in the Department's Budget Formulation Database. BAC should also equal the total value of the contract. | Contract Awards |
| BAC for Current Month | Enter the Budget at Completion for the current month. BAC should be equal to the prior month's BAC unless a baseline change request has been approved. See BACV, below. | Contract Awards |
| PV cum | Enter the Planned Value, cumulative to current reported month, for the project. PVcum should equal the cumulative value of deliverables, from the project start date through the currently reported month, from the baseline. | Calculation |
| AC cum | Enter the Actual Cost (to the government), cumulative to current reported month, for the project. ACcum should be equal to the total of actual invoiced costs from each month, cumulative from the project start date through the currently reported month. Any AC that is not known for the most current month should be estimated and noted in the Additional Comments section, along with a validated method for deriving the AC estimates. AC estimates from prior months must be updated with true actual data once true AC data is available from invoices received. For Firm Fixed Price contracts, AC will equal PV at the completion of the project. AC does not equal EV by default for FFP contracts. All projects, FFP or otherwise, are likely to have Cost Variance prior to contract completion. | Invoiced Cumulative |
| EV cum | Enter the Earned Value, cumulative to current reported month, for the project. EV cum should equal the percentage of work completed for a deliverable times the PVcum value for that work. The EV percentage should be determined according to a defined method for accruing EV for each deliverable. | Calculation |
| Tolerances, Explanations and Corrective Actions | ||
| BACV | Budget at Completion Variance. This is not a standard EVM measure, however, it is important to determine that the BAC is not changing from month to month withou proper justifications and contract approvals. Use the Additional Comments section to explain any BAC Variance. | PM Entry |
| SV% | PM Entry | |
| CV% | PM Entry | |
| Additional Comments | ||
| General | Provide any additional information or comments that assist to explain the results of your program's monthly EVM report. Define any attachments or additional data files that support your program's data. |
&C&"Arial,Bold"&12Dept. of Education EVM Report Template Instructions &L&F&R&P of &N
Monthly EVM Data
| Ver. 02242009 | |||||||||||
| This report provides a summary of project performance of DME investment dollars for Major IT programs. The Project Manager for each investment is required to complete and submit this report to the Department of Education OCIO by close of business on the 15th of each month. | |||||||||||
| Enter data into the non-shaded (white) cells. Other cells are protected. | |||||||||||
| Project Data for the Month | EVM Measures | ||||||||||
| Period Ending | 31-Dec-15 | BACV | ! | ||||||||
| UPI | SV | $0 | |||||||||
| Project Name | CV | $0 | |||||||||
| Project Manager | SPI | ! | |||||||||
| Project % Complete | CPI | ! | |||||||||
| BAC from Prior Month | SV% | ! | |||||||||
| BAC for Current Month | CV% | ! | |||||||||
| PVcum (BCWS) | ETC | $0 | |||||||||
| ACcum (ACWP) | EAC | ! | |||||||||
| EVcum (BCWP) | VAC | ! | For IAMT Use | ||||||||
| Enter actual dollar amounts above. | |||||||||||
| Do not enter $K or $M values | Verify all results with those | ||||||||||
| from your program's EVMS | Copy the data below, then Paste into the Department Monthly EVM Report | For OMB Quarterly | |||||||||
| Tolerances, Explanations and Corrective Actions | UPI | Project Name | % Complete | BAC from | |||||||
| prior month | BAC for | ||||||||||
| current month | PVcum | ACcum | EVcum | CV % | SV% | ||||||
| Tolerances | Explanations for results |
that are out of tolerance.
Include name of WBS section, and the factors that are causing the variance. Planned Corrective Action(s) to bring performance
| back to target baseline. | 0 | 0 | 0.0% | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | ! | ! | |
| BACV should = $0. |
Explain any variance between Prior Month's and Current Month's BAC values.
| SV% - Explain all sources of variance outside of acceptable Departmental (7%) or OMB (10%) tolerances. |
| CV% - Explain all sources of variance outside of acceptable Departmental (7%) or OMB (10%) tolerances. |
| Additional Comments |
&C&"Arial,Bold"&14Department of Education - OCIO Program Monthly EVM Report &LPrinted &D - &T&C&F&RPage &P of &N Enter the unique project identifier number for this major investment.
Enter the name of the project.
Enter the percentage of the project that has been completed.
Enter the Period Ending Date for the data this report represents. Eg: 31-Jan-09 Enter the Budget at Completion value for the current month Enter the Budget at Completion value from the prior month's report Enter the cumulative budget baseline of all Control Accounts.
Enter the Actual Cost, in dollars, that have been charged to this project against the active contract's budget baseline.
Enter the Earned Value of what has been delivered to the project.
Schedule Variance. Positive variance indicates performance is ahead of estimated schedule. Negative var. indicates perf. is behind schedule.
Cost Variance.
Positive variance indicates performance above the estimate. Negative var. indicates perf. is below the estimate.
Schedule Performance Index.
The rate at which the schedule is being achieved, ahead or behind Planned Value Cost Performance Index.
The rate at which Deliverables are accrued, ahead or behind Actual Cost.
Schedule Variance Percent. >7% is outside Departmental threshold. >10% variance is outside OMB threshold.
Cost Variance Percent. > 7% is outside of Departmental threshold.
>10% variance is outside OMB threshold.
Estimate To Complete.
The cost of the remaining (open) work.
Estimate At Completion. Estimated cost of the project once it is fully delivered, based on performance to-date.
Variance At Completion. Projected Overrun/Under-run from BAC BAC Variance is the difference of Current BAC minus Prior BAC. Differences in BAC indicate a change to the baseline, which must be justified.
Enter the name of the Project Manager for this investment cindi:
cell j71 cindi:
cell j71
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