CDRL A015 Performance Report - Enclosure 1 (BLK 16).pdf

(BLK 4) SUBMISSIONS: PROVIDED THE FOLLOWING REPORTS WITHIN 5 DAYS

WORKING DAYS AFTER THE CLOSE OF THE REPORTED WEEK.

DEFINTIONS

BUDGETED COST OF WORK SCHEDULED (BCWS) IS THE SUM OF THE BUDGETS FOR

ALL WORK SCHEDULED TO BE ACCOMPLISHED WITH A GIVEN TIME PERIOD.

BUDGETED COST OF WORK PERFORMED (BCWP) IS THE BUDGETED COST OF THE

VALUE OF WORK THAT HAS ACTUALLY BEEN ACCOMPLISHED OR COMPLETED TO

DATE.

ACTUAL COST OF WORK PERFORMED (ACWP) IS THE COST INCURRED AND RECORDED

FOR WORK COMPLETED WITHIN A GIVEN TIME PERIOD. THE ACWP IS REPORTED BY

THE CONTRACTOR’S ACCOUNTING SYSTEM IN ACCORDANCE WITH GENERALLY

ACCEPTED ACCOUNTING PROCEDURES AND IS SIMPLY STATED ACTUALS ARE

ACTUALS.

BUDGET AT COMPLETION (BAC) REPRESENT THE TOTAL BUDGET FROM WHICH

INDIVIDUAL PERIOD BUDGETED COST OF WORK SCHEDULED (BCWS) VALUES ARE

DERIVED AND THEY ARE THE BENCHMARKS FOR COMPUTING OVERRUNS AND UNDER

RUNS AT THE END OF THE CONTRACT. THE BUDGETS FOR ALL AUTHORIZED WORK

MUST BE CAPTURED WITHIN THE BAC.

ESTIMATE AT COMPLETE (EAC) IS THE SUM OF THE CONTRACT'S CUMULATIVE TO-

DATE ACTUAL COST OF WORK PERFORMED (ACWP) PLUS THE ESTIMATE OF THE

TIME-PHASED RESOURCES REQUIRED TO COMPLETE THE REMAINING AUTHORIZED

WORK.

THE CONTRACTOR SHALL PROVIDE THE FOLLOWING DELIVERABLES, IN ACCORDANCE

WITH ATTACHMENT (1) AND THE INSTRUCTIONS BELOW:

COMMON HEADING INFORMATION (APPLICABLE TO ALL REPORTS)

CONTRACTOR ENTER IN BLOCK 1.A THE CONTRACTOR'S NAME AND DIVISION (IF

APPLICABLE). ENTER IN BLOCK 1.B THE FACILITY LOCATION AND MAILING

ADDRESS OF THE REPORTING CONTRACTOR.

CONTRACT. ENTER THE CONTRACT INFORMATION IN BLOCK 2.

• ENTER THE CONTRACT NAME IN BLOCK 2.A;

• ENTER THE CONTRACT NUMBER AND THE APPLICABLE CONTRACT LINE ITEM

NUMBER(S) (CLIN(S) IN BLOCK 2.B;

• ENTER “FFP” IN BLOCK 2.C;

• ENTER “NOT APPLICABLE” IN BLOCK 2.D;

PROGRAM. ENTER IN THE PROGRAM INFORMATION IN BLOCK 3.

• ENTER THE VESSEL’S NAME AND HULL NUMBER UNDERGOING REPAIRS IN

BLOCK 3.A;

• ENTER THE AVAILABILITY TYPE (E.G. SRA, DPMA, ETC) IN BLOCK 3.B.;

• LEAVE BLANK BLOCK 3.C.

N00024-20-R-4467 CDRL A015 Enclosure 1

REPORT PERIOD. ENTER THE BEGINNING DATE IN BLOCK 4.A AND THE ENDING

DATE IN BLOCK 4.B OF THE TIME PERIOD COVERED BY THE REPORT.

SECURITY. ALL ELECTRONIC FILE DELIVERABLES SHALL INCLUDE THE

APPROPRIATE SECURITY DESIGNATIONS.

DOLLARS IN. IF REPORTED DOLLAR AMOUNTS ARE NOT IN WHOLE DOLLARS, ENTER

THE UNITS USED (E.G. $K, $M, $B) AT THE TOP OF EACH PAGE.

WORK ITEM PERFORMANCE REPORT INSTRUCTIONS:

REPORTING SHALL BE PROVIDED ON A WEEKLY BASIS. REPORTING SHALL PROVIDE

TOTAL PRIME AND SUBCONTRACTOR PRODUCTION HOURS AT THE WORK ITEM LEVEL.

SUBCONTRACTOR LABOR SHALL BE REPORTED AS LABOR HOURS, NOT AS MATERIAL

DOLLARS. ACTUAL SUBCONTRACTOR HOURS MAY BE ESTIMATED BASED ON PRIME

CONTRACTOR OUTLAYS.

• BLOCK 5.A – NOT APPLICABLE

• NEGOTIATED PRODUCTION HOURS. ENTER IN BLOCK 5.B THE NUMBER OF

PRODUCTION HOURS (BOTH PRIME AND SUBCONTRACTOR) ON WHICH

CONTRACTUAL AGREEMENT WAS REACHED AS OF THE REFLECTED REPORTING

PERIOD. AMOUNTS FOR CHANGES SHALL NOT BE INCLUDED UNTIL THEY HAVE

BEEN DEFINITIZED IN THE CONTRACT.

• ESTIMATED PRODUCTION HOURS FOR AUTHORIZED, UNPRICED WORK (AUW).

AUTHORIZED, UNPRICED WORK IS APPROVED WORK SCOPE THAT HAS NOT

BEEN DEFINITIZED. THE ESTIMATED NUMBER OF PRODUCTION HOURS (BOTH

PRIME AND SUBCONTRACTOR) OF AUW SHALL BE ENTERED IN BLOCK 5.C.

THE VALUE OF AUW IS THE VALUE OF THE SCOPE THAT WAS COORDINATED

BETWEEN THE CONTRACTOR AND THE PROGRAM OFFICE, AND AUTHORIZED BY

THE CONTRACTING OFFICER. AUW CAN NEVER BE A NEGATIVE VALUE. FOR

EFFORT DE-SCOPED AND NOT YET REFLECTED IN THE CONTRACT BUDGET

BASE (CBB), REPORT THE ESTIMATED VALUE IN THE PERFORMANCE ANALYSIS.

• BLOCK 5.D – NOT APPLICABLE

• BLOCK 5.E – NOT APPLICABLE

• ESTIMATED PRODUCTION HOURS. BASED ON THE CONTRACTOR’S MOST LIKELY

ESTIMATE OF THE NUMBER OF PRODUCTION HOURS (BOTH PRIME AND

SUBCONTRACTOR) EXPENDED AT COMPLETION FOR ALL AUTHORIZED WORK,

ENTER IN BLOCK 5.F THE ESTIMATED FINAL PRODUCTION HOURS. THIS

NUMBER SHALL BE BASED ON THE CONTRACTOR’S MOST LIKELY MANAGEMENT

EAC IN BLOCK 6.C.1 AND NORMALLY WILL CHANGE WHEN THE EAC IS

UPDATED AND/OR WHEN THE CONTRACT IS REVISED.

• BLOCK 5.G – NOT APPLICABLE

• BLOCK 5.H – NOT APPLICABLE

• OVER TARGET BASELINE (OTB)/OVER TARGET SCHEDULE (OTS). ENTER IN

BLOCK 5.I THE DATE THE LAST OTB OR OTS WAS IMPLEMENTED, IF

APPLICABLE.

• ESTIMATED PRODUCTION HOURS AT COMPLETION. THESE BLOCKS SHALL

PRESENT THE CONTRACTOR'S RANGE OF ESTIMATED PRODUCTION HOURS

(BOTH PRIME AND SUBCONTRACTOR) AT COMPLETE (EACS) REQUIRED TO

COMPLETE THE AUTHORIZED CONTRACTUAL SCOPE. THE REQUIRED RANGE OF

ESTIMATES IS INTENDED TO ALLOW CONTRACTOR MANAGEMENT FLEXIBILITY

TO EXPRESS MULTIPLE, JUSTIFIABLE FINAL PRODUCTION HOUR OUTCOME

POSITIONS. CONTRACTORS SHALL PROVIDE THE MOST ACCURATE EACS

POSSIBLE THAT INCLUDE:

o CONTRACT-LEVEL ASSESSMENTS OF FACTORS THAT MAY AFFECT THE

NUMBER OF PRODUCTION HOURS EXPENDED, THE SCHEDULE, AND/OR

THE TECHNICAL OUTCOME OF THE CONTRACTUAL EFFORT;

o CONSIDERATION OF KNOWN AND ANTICIPATED RISK AREAS;

o PLANNED RISK REDUCTIONS;

o ACTUAL PRODUCTION HOUR EXPENDED CONTAINMENT MEASURES.

o MANAGEMENT ESTIMATE AT COMPLETION - BEST CASE. ENTER IN

BLOCK 6.A.1 THE CONTRACTOR'S BEST CASE EAC. THE BEST CASE

EAC REFLECTS THE LOWEST POTENTIAL NUMBER OF PRODUCTION

HOURS EXPENDED. THIS ESTIMATE SHALL BE BASED ON THE OUTCOME

OF THE MOST FAVORABLE SET OF CIRCUMSTANCES. IF THIS

ESTIMATE IS DIFFERENT FROM THE MOST LIKELY MANAGEMENT EAC

(BLOCK 6.C.1), THE ASSUMPTIONS, CONDITIONS, AND METHODOLOGY

UNDERLYING THE ESTIMATE SHALL BE EXPLAINED IN THE

PERFORMANCE ANALYSIS.

o . THIS ESTIMATE IS FOR INFORMATIONAL PURPOSES ONLY; IT IS

NOT AN OFFICIAL COMPANY ESTIMATE.

o MANAGEMENT ESTIMATE AT COMPLETION - WORST CASE. ENTER IN

BLOCK 6.B.1 THE CONTRACTOR'S WORST CASE EAC. THE WORST CASE

EAC REFLECTS THE HIGHEST EXPECTED NUMBER OF PRODUCTION

HOURS EXPENDED. THIS ESTIMATE SHALL BE BASED ON THE OUTCOME

OF THE LEAST FAVORABLE SET OF CIRCUMSTANCES. IF THIS

ESTIMATE IS DIFFERENT FROM THE MOST LIKELY EAC (BLOCK

6.C.1), THE ASSUMPTIONS, CONDITIONS, AND METHODOLOGY

UNDERLYING THE ESTIMATE SHALL BE EXPLAINED IN THE

PERFORMANCE ANALYSIS. THIS ESTIMATE IS FOR INFORMATIONAL

PURPOSES ONLY; IT IS NOT AN OFFICIAL COMPANY ESTIMATE.

o MANAGEMENT ESTIMATE AT COMPLETION - MOST LIKELY. ENTER IN

BLOCK 6.C.1 THE CONTRACTOR'S MOST LIKELY EAC. THIS EAC IS

THE CONTRACTOR'S OFFICIAL CONTRACT EAC AND TAKES PRECEDENCE

OVER THE ESTIMATES PRESENTED IN COLUMN (15) OF FORMATS 1

AND 2, AND BLOCKS 6.A.1 AND 6.B.1. THE MOST LIKELY EAC IS

THE VALUE THAT THE CONTRACTOR'S MANAGEMENT BELIEVES IS THE

MOST POSSIBLE OUTCOME BASED ON A KNOWLEDGEABLE ESTIMATION

OF ALL AUTHORIZED WORK, KNOWN FACTORED RISKS, AND PROBABLE

FUTURE CONDITIONS. THIS VALUE MAY NOT AGREE WITH THE TOTAL

OF COLUMN (15) (BLOCK 8.E). ANY DIFFERENCE SHALL BE

EXPLAINED IN THE PERFORMANCE ANALYSIS. IN TERMS OF RISK AND

OPPORTUNITIES AND SENIOR MANAGEMENT KNOWLEDGE OF CURRENT OR

FUTURE CONTRACT CONDITIONS.

• CONTRACT BUDGET BASE (CBB). ENTER IN BLOCK 6.C.2 THE TOTAL NUMBER

OF NEGOTIATED PRODUCTION HOURS (BLOCK 5.B) AND ESTIMATED NUMBER

OF PRODUCTION HOURS OF AUTHORIZED, UNPRICED WORK (BLOCK 5.C).

PERFORMANCE DATA.

• COLUMN (1A) - WORK ITEM NUMBER. ENTER IN COLUMN (1A) OF BLOCK 8.A

THE WORK ITEM NUMBER AGAINST WHICH COST INFORMATION IS BEING

REPORTED.

• COLUMN (1B) - DESCRIPTION. ENTER IN COLUMN (1B) OF BLOCK 8.A THE

ITEM DESCRIPTION AGAINST WHICH COST INFORMATION IS BEING

REPORTED.

• TOTAL. IN COLUMNS (2) THROUGH (16) OF BLOCKS 8.A, ENTER THE SUM

OF THE PRODUCTION HOURS FOR THE REPORTED WORK ITEMS.

PERFORMANCE DATA COLUMNS (2) THROUGH (16).

• COLUMN (2) AND COLUMN (7) - BUDGETED COST - WORK SCHEDULED. FOR

THE REPORT PERIOD NOTED, ENTER THE BCWS IN THESE COLUMNS.

• COLUMN (3) AND COLUMN (8) - BUDGETED COST - WORK PERFORMED. FOR

THE REPORT PERIOD NOTED, ENTER THE BCWP IN THESE COLUMNS.

• COLUMN (4) AND COLUMN (9) - ACTUAL COST - WORK PERFORMED. FOR THE

REPORT PERIOD NOTED, ENTER THE ACWP IN THESE COLUMNS WITHOUT

REGARD TO CEILING. IN ALL CASES, COSTS AND BUDGETS SHALL BE

REPORTED ON A COMPARABLE BASIS.

• COLUMN (5) AND COLUMN (10) - VARIANCE – SCHEDULE. FOR THE REPORT

PERIOD, THESE COLUMNS SHALL REFLECT THE DIFFERENCES BETWEEN BCWS

AND BCWP.

o FOR THE CURRENT PERIOD COLUMN, COLUMN (5) (SCHEDULE

VARIANCE) IS DERIVED BY SUBTRACTING COLUMN (2) (BCWS) FROM

COLUMN (3) (BCWP).

o FOR THE CUMULATIVE TO DATE COLUMN, COLUMN (10) (SCHEDULE

VARIANCE) IS DERIVED BY SUBTRACTING COLUMN (7) (BCWS) FROM

COLUMN (8) (BCWP).

o A POSITIVE NUMBER IN COLUMN (5) AND COLUMN (10) INDICATES A

FAVORABLE VARIANCE. A NEGATIVE NUMBER INDICATES AN

UNFAVORABLE VARIANCE.

• COLUMN (6) AND COLUMN (11) - VARIANCE - COST. FOR THE REPORT

PERIOD, THESE COLUMNS SHALL REFLECT THE DIFFERENCE BETWEEN BCWP

AND ACWP.

o FOR THE CURRENT PERIOD COLUMN, COLUMN (6) (COST VARIANCE)

IS DERIVED BY SUBTRACTING COLUMN (4) (ACWP) FROM COLUMN (3)

(BCWP).

o FOR THE CUMULATIVE TO DATE COLUMN, COLUMN (11) (COST

VARIANCE) IS DERIVED BY SUBTRACTING COLUMN (9) (ACWP) FROM

COLUMN (8) (BCWP).

o A POSITIVE VALUE INDICATES A FAVORABLE VARIANCE. A NEGATIVE

VALUE INDICATES AN UNFAVORABLE VARIANCE.

• COLUMN (12) – NOT APPLICABLE

• COLUMN (13) – NOT APPLICABLE

• COLUMN (14) – NOT APPLICABLE

• COLUMN (15) - AT COMPLETION - ESTIMATED. ENTER THE LATEST REVISED

ESTIMATE OF COST AT COMPLETION INCLUDING ANY ESTIMATED

OVERRUN/UNDERRUN FOR ALL AUTHORIZED WORK.

• COLUMN (16) - AT COMPLETION - VARIANCE. ENTER THE DIFFERENCE

BETWEEN THE EAC COLUMN (15) AND THE BAC COLUMN (14) BY

SUBTRACTING THE EAC COLUMN FROM THE BAC COLUMN. THIS VARIANCE AT

COMPLETION (VAC), WHEN NEGATIVE, REFLECTS AN UNFAVORABLE

POSITION.

SCHEDULE OF RECORD (SOR) REPORT INSTRUCTIONS:

THIS DELIVERABLE DEFINES CHANGES TO THE SCHEDULE OF RECORD (SOR), AS

DEFINED IN NSI 009-60 PARAGRAPH 3.1.4, AND IS TO BE PROVIDED ON A

WEEKLY BASIS. THE BASELINE CHANGE BREAKOUT SHOULD BE BY WEEK FOR THE

NEXT FIVE WEEKS, A REMAINDER PERIOD BETWEEN FIVE WEEKS AND THE START

OF SECOND TO NEXT MONTH, AND THEN MONTHLY THEREAFTER.

• ORIGINAL NEGOTIATED PRODUCTION HOURS. ENTER IN BLOCK 5.A THE

NUMBER OF HOURS NEGOTIATED IN THE ORIGINAL CONTRACT. The production hours included in the contractor’s Schedule of Record shall equal:

o The production hours for each work item included in the solicitation as both Base and Option items (as proposed in the offeror’s J-4 and J-14), o Production Hours shall align to the definition of production hours provided in Section B, Note B entitled

“FIXED SHIP REPAIR LABOR AND MATERIAL BURDEN RATES FOR

BASE, GROWTH AND NEW WORK”.

o Any contractual changes to work items included in the solicitation as both Base and Option items made after award but prior to Availability execution (as applicable), and o Work item scope negotiated into the contract over and above the requirements of the solicited work package utilizing the Base work LOE to completion CLINs (as applicable).

• NEGOTIATED CONTRACT CHANGES. ENTER IN BLOCK 5.B THE TOTAL NUMBER

OF PRODUCTION HOURS OF ALL DEFINITIZED CONTRACT CHANGES THAT HAVE

OCCURRED SINCE DEFINITIZATION OF THE ORIGINAL CONTRACT.

• CURRENT NEGOTIATED PRODUCTION HOURS. ENTER IN BLOCK 5.C THE SUM

OF BLOCKS 5.A AND 5.B. THE AMOUNT SHOWN SHALL EQUAL THE AMOUNT IN

NEGOTIATED COST (BLOCK 5.B) IN THE WORK ITEM PERFORMANCE REPORT.

• ESTIMATED PRODUCTION HOURS FOR AUTHORIZED, UNPRICED WORK (AUW).

ENTER IN BLOCK 5.D THE AUW AMOUNT CONSISTENT WITH WORK ITEM

PERFORMANCE REPORT BLOCK 5.C.

• CONTRACT BUDGET BASE (CBB). ENTER IN BLOCK 5.E THE SUM OF BLOCKS

5.C AND 5.D.

• TOTAL ALLOCATED BUDGET (TAB). ENTER IN BLOCK 5.F THE SUM OF ALL

PRODUCTION HOUR BUDGETS ALLOCATED TO THE PERFORMANCE OF THE

CONTRACTUAL EFFORT.

THIS AMOUNT SHALL BE THE SAME AS THAT SHOWN ON THE TOTAL LINE IN

COLUMN (14) IN THE WORK ITEM PERFORMANCE REPORT (BLOCK 8.B).

DIFFERENCE. ENTER IN BLOCK 5.G THE DIFFERENCE BETWEEN BLOCKS 5.E AND

5.F.

CONTRACT START DATE. ENTER IN BLOCK 5.H THE DATE THE CONTRACTOR WAS

AUTHORIZED TO START WORK ON THE CONTRACT, REGARDLESS OF THE DATE OF

CONTRACT DEFINITIZATION.

CONTRACT DEFINITIZATION DATE. ENTER IN BLOCK 5.I THE DATE THE CONTRACT

WAS ORIGINALLY AWARDED.

PLANNED COMPLETION DATE. ENTER IN BLOCK 5.J THE COMPLETION DATE FOR

WHICH THE BUDGETS ALLOCATED IN THE SOR HAVE BEEN PLANNED. THIS DATE

REPRESENTS THE PLANNED COMPLETION OF ALL EFFORTS ON THE CONTRACT.

THE NUMBER OF PRODUCTION HOURS ASSOCIATED WITH THIS DATE’S SCHEDULED

EFFORTS IS THE TAB (BLOCK 5.F OF THE SCHEDULE OF RECORD (SOR) REPORT).

THE CONTRACTOR MAY RE-PHASE THE SOR SCHEDULE TO NEW DATES THAT EXCEED

THE CONTRACTUAL MILESTONES, A CONDITION KNOWN AS AN OTS, WITH

GOVERNMENT APPROVAL. THESE NEW SCHEDULE DATES ARE FOR PERFORMANCE

MEASUREMENT PURPOSES ONLY AND DO NOT REPRESENT AN AGREEMENT TO MODIFY

THE CONTRACT TERMS AND CONDITIONS.

THE GOVERNMENT AND THE CONTRACTOR SHALL AGREE ON THE NEW SOR SCHEDULE

PRIOR TO REPORTING IT. THE CONTRACTOR SHALL PROVIDE PERTINENT

INFORMATION IN THE PERFORMANCE ANALYSIS ON ANY SCHEDULE MILESTONES

THAT ARE INCONSISTENT WITH CONTRACTUAL MILESTONES, BEGINNING THE MONTH

THE OTS IS IMPLEMENTED AND EACH MONTH THEREAFTER.

CONTRACT COMPLETION DATE. ENTER IN BLOCK 5.K THE CONTRACT SCHEDULED

COMPLETION DATE IN ACCORDANCE WITH THE LATEST CONTRACT MODIFICATION.

THE COST ASSOCIATED WITH THE SCHEDULE FROM WHICH THIS DATE IS TAKEN IS

THE CBB (BLOCK 5.E OF THE SCHEDULE OF RECORD (SOR) REPORT).

ESTIMATED COMPLETION DATE. ENTER IN BLOCK 5.L THE CONTRACTOR'S LATEST

ESTIMATED COMPLETION DATE. THIS DATE SHALL BE CONSISTENT WITH THE

UNDERLYING ASSUMPTIONS BEHIND BLOCK 6.C.1 OF THE WORK ITEM PERFORMANCE

REPORT.

PERFORMANCE DATA (BLOCK 6).

BLOCK 6.A – SCHEDULE OF RECORD (BEGINNING OF PERIOD). ENTER IN BLOCK

6.A THE TIME-PHASED SOR VALUE AS IT EXISTED AT THE BEGINNING OF THE

CURRENT REPORTING PERIOD. NORMALLY THE ENTRIES ON THIS LINE (E.G., FOR

COLUMNS (4) THROUGH (9)) ARE TAKEN DIRECTLY FROM THE SOR (END OF

PERIOD) LINE ON THE PREVIOUS REPORT.

BASELINE CHANGES AUTHORIZED DURING REPORT PERIOD.

IN BLOCK 6.B, LIST ALL SIGNIFICANT BASELINE CHANGES THAT HAVE OCCURRED

DURING THE REPORTING PERIOD IN THEIR RESPECTIVE TIMEFRAMES IN COLUMNS

(2)-(15).

• THIS LIST SHALL INCLUDE THE CONTRACT CHANGES AND AUW AUTHORIZED

DURING THE REPORTING PERIOD, AND ANY SIGNIFICANT RE-PHASING OF

BUDGETS.

• ALL SIGNIFICANT AUTHORIZED BASELINE CHANGES SHALL BE LISTED

INDIVIDUALLY, WHETHER PRICED OR UNPRICED; ALL OTHER CHANGES SHALL

BE SUMMARIZED AND TITLED “OTHER.”

• BLOCK 6.B, WHEN ADDED TO BLOCK 6.A, EQUALS BLOCK 6.C.

• SIGNIFICANT DIFFERENCES, THOSE THAT ARE ABSOLUTE VALUES EXCEEDING

+/- 5%, BETWEEN THE SCHEDULE OF RECORD, AT THE BEGINNING AND END

OF EACH SPECIFIED PERIOD BY WEEK AND IN TOTAL SHALL BE EXPLAINED

IN THE PERFORMANCE ANALYSIS.

• THE REASONS FOR THE SIGNIFICANT CHANGES SHALL BE DISCUSSED IN THE

PERFORMANCE ANALYSIS.

BLOCK 6.C – SCHEDULE OF RECORD (END OF PERIOD). ENTER IN BLOCK 6.C THE

TIME-PHASED SOR AS IT EXISTS AT THE END OF THE REPORTING PERIOD.

COLUMN (2) - BCWS - CUMULATIVE TO DATE. ON THE SOR (BEGINNING OF

PERIOD) LINE (BLOCK 6.A), ENTER THE CUMULATIVE BCWS AS OF THE FIRST

DAY OF THE REPORTING PERIOD.

COLUMN (3) - BCWS FOR REPORT PERIOD. ON THE SOR (BEGINNING OF PERIOD)

LINE (BLOCK 6.A),ENTER THE BCWS PLANNED FOR THE REPORTING PERIOD.

COLUMNS (4) THROUGH (14). ENTER THE WEEK START DATE IN THE HEADINGS OF

EACH OF THE COLUMNS (4) THROUGH (8). COLUMN (4) THROUGH (8) SHALL

REFLECT 5 FORECAST WEEKS. COLUMN (9) SHALL BE TITLED “2ND MONTH

REMAINDER” AND SHALL REPRESENT THE PERIOD STARTING ON THE 6TH FORECAST

WEEK AND CONCLUDING AT THE START OF 1ST DAY OF SECOND TO NEXT MONTH.

COLUMNS (10) THROUGH (13). ENTER THE NAMES OF EACH MONTH FOR THE

REMAINING CONTRACT PERIOD OF PERFORMANCE IN THE HEADINGS OF EACH OF

THE COLUMNS (10) THROUGH (14).

ENTER THE NAMES OF THE APPROPRIATE PERIODS, AS DEFINED IN THE CDRL OR

DETERMINED BY THE CONTRACTOR, IF UNDEFINED, IN THE HEADINGS OF EACH OF

THE COLUMNS (10) THROUGH (14) OF BLOCK 6.

IN THE SOR (BEGINNING OF PERIOD) LINE (BLOCK 6.A), ENTER THE BCWS AS

REPORTED IN THE SCHEDULE OF RECORD (SOR) REPORT OF THE PREVIOUS SOR

(END OF PERIOD).

IN THE SOR (BASELINE CHANGES AUTHORIZED DURING REPORTING PERIOD) LINE

(BLOCK 6.B) ENTER THE TIME-PHASED CHANGES.

COLUMN (15) - TOTAL BUDGET. ON THE SOR (BEGINNING OF PERIOD) LINE

(BLOCK 6.A) ENTER THE NUMBER FROM COLUMN (16) ON THE SOR (END OF

PERIOD) LINE (BLOCK 6.C) FROM THE PREVIOUS IPMR. IN THE SECTION WHERE

BASELINE CHANGES THAT OCCURRED DURING THE PERIOD ARE LISTED (COLUMN

(1) OF BLOCK 6.B), ENTER THE AMOUNT OF EACH OF THE CHANGES LISTED.

ON THE TOTAL BASELINE CHANGES AUTHORIZED DURING REPORT PERIOD LINE

(BLOCK 6.B), ENTER THE SUM OF THE AMOUNTS IN THE PRECEDING COLUMNS.

ON THE SOR (END OF PERIOD) LINE (BLOCK 6.C), ENTER THE SUM OF THE

AMOUNTS IN THE PRECEDING COLUMNS ON THIS LINE.

ON THE TOTAL LINE (BLOCK 8) ENTER THE SUM OF THE AMOUNTS IN THIS

COLUMN ON THE SOR (END OF PERIOD) LINE AND THE MR LINE. [NOTE: THIS

SHALL EQUAL THE AMOUNT IN BLOCK 5.F ON THIS FORMAT AND THE AMOUNT OF

THE TOTAL LINE IN COLUMN (14), BLOCK 8.G, OF THE WORK ITEM PERFORMANCE

REPORT.]

WORK ITEM STAFFING PERFORMANCE REPORTS (PLAN)/(ACTUAL) INSTRUCTIONS:

REPORTING SHALL BE PROVIDED ON A WEEKLY BASIS. REPORTING SHALL PROVIDE

TOTAL PRIME AND SUBCONTRACTOR PRODUCTION STAFFING HOURS AT THE WORK

ITEM LEVEL. PLANNED AND ACTUAL SUBCONTRACTOR STAFFING MAY BE ESTIMATED

BASED ON PLANNED AND ACTUAL PRIME CONTRACTOR OUTLAYS.

THE STAFFING PERFORMANCE REPORTS SHALL FOLLOW THE SAME FORMAT AS THE

SCHEDULE OF RECORD (SOR) REPORT, IN BLOCKS 1-5. THE COLUMNS (4)

THROUGH (14) SHALL REPRESENT THE SAME TIME PERIODS AS REFLECTED IN THE

SCHEDULE OF RECORD (SOR) REPORT.

PERFORMANCE DATA. FOR EACH WORK ITEM INCLUDED IN COLUMN (1) OF BLOCK

6, EQUIVALENT MONTHS SHALL BE INDICATED FOR THE CURRENT REPORTING

PERIOD (COLUMN (2)), CUMULATIVE THROUGH THE CURRENT PERIOD (COLUMN

(3)), FORECAST TO COMPLETION (COLUMNS (4) THROUGH (14)), AND AT

COMPLETION (COLUMN(15)).

• THE REPORTABLE UNIT SHALL SHOW STAFFING IN EQUIVALENT PERSON

MONTHS AND MAJOR SUBCONTRACTORS SHALL BE REPORTED

• DIRECT EQUIVALENT MONTHS SHALL BE SHOWN FOR EACH WORK ITEM

INCLUDED IN THE CONTRACT. AN EQUIVALENT MONTH IS DEFINED AS THE

EFFORT EQUAL TO THAT OF ONE PERSON FOR ONE MONTH.

• VALUES SHALL BE REPORTED IN WHOLE NUMBERS. [NOTE: PARTIAL MONTHS

SHALL BE ROUNDED; 0.5 AND ABOVE SHALL BE ROUNDED TO 1; BELOW 0.5

ROUNDED TO 0.]

COLUMN (1) - ORGANIZATIONAL CATEGORY. IN BLOCK 5, LIST ALL AWARDED

WORK ITEMS IN THE AVAILABILITY.

PLANNED STAFFING

COLUMN (2) - PLANNED - CURRENT PERIOD. ENTER THE PLANNED UNITS

INCURRED DURING THE CURRENT REPORTING PERIOD.

COLUMN (3) - PLANNED END OF CURRENT PERIOD (CUMULATIVE). ENTER THE

PLANNED UNITS TO BE INCURRED TO DATE (CUMULATIVE) AS OF THE END OF THE

REPORTING PERIOD.

COLUMNS (4) THROUGH (14) – COLUMNS (4) THROUGH (14) SHALL REPRESENT

THE SAME TIME PERIODS AS REFLECTED IN THE SCHEDULE OF RECORD (SOR)

REPORT. ENTER THE STAFFING PLANNED FOR EACH PERIOD.

• THE PLANNED STAFFING SHALL REFLECT THE SAME STAFFING USED AS THE

BASIS FOR THE BAC IN COLUMN (14) ON THE WORK ITEM PERFORMANCE

REPORT AND THE SCHEDULE OF RECORD (END OF PERIOD) IN ROW 6.C OF THE

SCHEDULE OF RECORD REPORT.

COLUMN (15) – PLAN AT COMPLETION. ENTER THE NUMBER OF UNITS PLANNED FOR

THE TOTAL CONTRACT IN COLUMN (15) BY WORK ITEM. THIS ESTIMATE SHALL BE

CONSISTENT WITH THE BAC IN COLUMN (14) ON THE WORK ITEM PERFORMANCE

REPORT AND THE SCHEDULE OF RECORD (END OF PERIOD) IN ROW 6.C OF

THE SCHEDULE OF RECORD REPORT.

TOTAL DIRECT. IN BLOCK 7, COLUMNS (2) THROUGH (15), ENTER THE SUM OF

ALL DIRECT UNITS FOR THE WORK ITEMS SHOWN IN COLUMN (1).

ACTUAL AND FORECASTED STAFFING

COLUMN (2) - ACTUAL - CURRENT PERIOD. ENTER THE ACTUAL UNITS INCURRED

DURING THE CURRENT REPORTING PERIOD.

COLUMN (3) - ACTUAL END OF CURRENT PERIOD (CUMULATIVE). ENTER THE

INCURRED ACTUAL UNITS TO DATE (CUMULATIVE) AS OF THE END OF THE

REPORTING PERIOD.

COLUMNS (4) THROUGH (14) – COLUMNS (4) THROUGH (14) SHALL REPRESENT

THE SAME TIME PERIODS AS REFLECTED IN THE SCHEDULE OF RECORD (SOR)

REPORT. ENTER A STAFFING FORECAST BY MONTH FOR EACH PERIOD.

• THE STAFFING FORECAST SHALL BE UPDATED AS PART OF THE FORMAL EAC

PROCESS FOLLOWED BY THE CONTRACTOR.

• THE STAFFING FORECAST SHALL REFLECT THE SAME STAFFING ESTIMATE

USED AS THE BASIS FOR THE EAC IN COLUMN (15) ON THE WORK ITEM

PERFORMANCE REPORT.

COLUMN (15) – PLAN AT COMPLETION. ENTER THE NUMBER OF UNITS PLANNED FOR

THE TOTAL CONTRACT IN COLUMN (15) BY WORK ITEM. THIS ESTIMATE SHALL BE

CONSISTENT WITH THE EAC IN COLUMN (15) ON THE WORK ITEM PERFORMANCE

REPORT.

TOTAL DIRECT. IN BLOCK 7, COLUMNS (2) THROUGH (15), ENTER THE SUM OF

ALL DIRECT UNITS FOR THE WORK ITEMS SHOWN IN COLUMN (1).

TRADE STAFFING PERFORMANCE REPORTS (PLAN)/(ACTUAL) INSTRUCTIONS:

REPORTING SHALL BE PROVIDED ON A WEEKLY BASIS. REPORTING SHALL PROVIDE

TOTAL PRIME AND SUBCONTRACTOR PRODUCTION HOURS AT THE PRODUCTION TRADE

LEVEL. SUBCONTRACTOR LABOR SHALL BE REPORTED AS LABOR HOURS, NOT AS

MATERIAL DOLLARS. ACTUAL SUBCONTRACTOR HOURS MAY BE ESTIMATED BASED ON

PRIME CONTRACTOR OUTLAYS.

THE TRADE PERFORMANCE REPORT SHALL FOLLOW THE SAME FORMAT AS THE WORK

ITEM STAFFING PERFORMANCE REPORTS, EXCEPT THAT UNDER COLUMN (1A) –

TRADE, THE CONTRACTOR SHALL ENTER IN COLUMN (1) OF BLOCK 6.A THE TRADE

AGAINST WHICH COST INFORMATION IS BEING REPORTED.

PERFORMANCE ANALYSIS INSTRUCTIONS:

THE REPORTING LEVEL DEFINED ABOVE IS THE LEVEL WHERE VARIANCE

REPORTING THRESHOLD ARE APPLIED. THE VARIANCE ANALYSIS THRESHOLDS ARE:

+/- 10% FOR CURRENT PERIOD COST OR SCHEDULE VARIANCES AT WORK ITEM

LEVEL.

+/- 10% FOR CUMULATIVE COST OR SCHEDULE VARIANCES AT WORK ITEM LEVEL.

+/- 10% FOR AT-COMPLETE VARIANCES AT WORK ITEM LEVEL.

NARRATIVE EXPLANATIONS REQUIRED AND VARIANCE THRESHOLDS WILL BE

REVIEWED PERIODICALLY AND MAY BE ADJUSTED BY CONTRACT MODIFICATION

WITH NO CHANGE IN CONTRACT PRICE.

THE CONTRACTOR SHALL EXPLAIN THE TOP TWENTY CURRENT COST AND SCHEDULE

VARIANCES, THE TOP TWENTY CUMULATIVE COST AND SCHEDULE VARIANCES, AND

THE TOP TWENTY VARIANCE-AT-COMPLETION (VAC) DRIVERS AT WORK ITEM

LEVEL.

THE NARRATIVES ALSO SHALL: INDIVIDUALLY.

QUANTIFY AND EXPLAIN THE ROOT CAUSE OF THE VARIANCE.

DISCUSS ANY SCHEDULE VARIANCE IN TERMS OF FLOAT AND THE IMPACT TO

THE PROGRAM CRITICAL PATH, IF ANY, AND IDENTIFY SIGNIFICANT

MISSED MILESTONES, IMPACT TO MAJOR MILESTONES, AND EXPECTED

RECOVERY DATES.

SPECIFIC CORRECTIVE ACTIONS, FORECASTED CLOSURE DATE, AND IMPACT

TO THE ESTIMATE AT COMPLETION (EAC) SHALL BE INCLUDED IN EACH

VARIANCE NARRATIVE.

IF THERE ARE NO CHANGES TO THE REPORTABLE ELEMENT ISSUE

DESCRIPTION, THE EXPECTED IMPACTS, OR CORRECTIVE ACTION PLANS,

THEN SPECIFY, “NO CHANGES SINCE THE LAST REPORTED ANALYSIS” AND

REFERENCE THE IPMR DATE WHEN THE ORIGINAL NARRATIVE WAS REPORTED.

PROVIDE PERFORMANCE CONCERNS OR NOTABLE CHANGES REGARDING THE

FOLLOWING AREAS (WHERE APPLICABLE):

CONTRACT SUMMARY;

ANY FORMAL REPROGRAMMING ANALYSIS;

EAC ANALYSIS,

SOR (BASELINE) DISCUSSION;WORK ITEM AND TRADE (STAFFING)

DISCUSSION;

COST AND SCHEDULE VARIANCE ANALYSIS; AND

SUBMISSIONS SHOULD INCLUDE A BRIEF SECTION WITH HEALTH METRICS ALONG

WITH ANY MAJOR SCHEDULING CHANGES (E.G., DELIVERY DATE).

PERFORMANCE ANALYSIS REPORTING SHALL BE PROVIDED ON A WEEKLY BASIS.