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UNCLASSIFIED. Solutions for the Information Technology Enterprise (SITE). [ Vendor Name ] [ Task Order Name ] [ Task Order Number ]. Quarterly Business Review For < 1 st , 2 nd , 3 rd , 4 th > Quarter FY 20XX. This briefing is classified UNCLASSIFIED. UNCLASSIFIED. UNCLASSIFIED. - PowerPoint PPT Presentation
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This briefing is classified UNCLASSIFIED
Solutions for the Information Technology Enterprise (SITE)
UNCLASSIFIED
UNCLASSIFIED
[Vendor Name][Task Order Name]
[Task Order Number]
Quarterly Business ReviewFor <1st, 2nd, 3rd, 4th> Quarter FY 20XX
2
< TASK ORDER NAME – TASK ORDER NUMBER >
2
STATUS KEY RED HIGH RISK YELLOW MEDIUM RISK GREEN MINIMAL RISK
UNCLASSIFIED
UNCLASSIFIED
REPORT DATE: COR TASK ORDER RATING ASSESSMENT Y
TASK ORDER OVERVIEW TASK ORDER METRICS
VENDOR NAME:
VENDOR PHONE NUMBER :
VENDOR POC NAME :
Y 1) FINANCIAL - - <STATUS FROM FINANCIAL STATUS SLIDE WITH SUMMARY
STATEMENT>
TASK ORDER DESCRIPTION: <Provide brief description of project > G 2) INVOICING -<PROVIDE STATUS OF INVOICES (AREAS OF CONCERN-PENDING PAYMENT, REJECTED, PENDING SUBMITTAL
PERIOD OF PERFORMANCE: BASE PERIOD - DD MM YY – DD MM YY
OPTION PERIOD (S) (if applicable)
R 3) SCHEDULE – <IDENTIFY SCHEDULE STATUS - PROJECT ON TRACK, BEHIND
SCHEDULE, SCHEDULE ISSUES>
CURRENT TOTAL CONTRACT VALUE (INCLUDES ALL OPTIONS & CLINS): $xxM Y 4) STAFFING - FULLY STAFFED DATE:
<MM/DD/YY>
# ON-BOARD<XX>
# VACANT<XX>
# HIRED<XX>
# NOM PKG<XX>Performance Metrics:
Identify key performance metrics and level of achievement for past 90 days1. Developed and delivered usage metrics NLT 20th of each month with 95%
accuracy.2. Supported data calls and business processes, as required with 95%
accuracy.3. Prepared Quarterly System Diagram due 15 Nov 2011; and next report due
15 Feb 2011.
G 5) DELIVERABLES: <PROVIDE STATUS ON DELIVERABLES INCLUDING SOFTWARE, HARDWARE, DOCUMENTATION & MEDIA,
Performance Metrics (CON’T):
3
3
UNCLASSIFIED
UNCLASSIFIED
< TASK ORDER NAME – TASK ORDER NUMBER >
STATUS KEY RED HIGH RISK YELLOW MEDIUM RISK GREEN MINIMAL RISK
TASK ORDER OVERVIEW STATUS (CONT.) TASK ORDER RISK / ISSUE STATUS (CONT.)
SUMMARY OF ACCOMPLISHMENTS – SINCE LAST QBR R/I#
RISK/ISSUE DESCRIPTION<STATUS COLOR>
OWNER STATUS / MITIGATION
<RISK/ISSUE AND STATUS COLOR - R-Y-G>
SUMMARY OF CONCERNS – SINCE LAST QBR <RISK/ISSUE AND STATUS COLOR - R-Y-G>
<RISK/ISSUE AND STATUS COLOR - R-Y-G>
PLANNED EVENTS NEXT 90 DAYS <RISK/ISSUE AND STATUS COLOR - R-Y-G>
<RISK/ISSUE AND STATUS COLOR - R-Y-G>
ADDITIONAL NOTES: <RISK/ISSUE AND STATUS COLOR - R-Y-G>
<RISK/ISSUE AND STATUS COLOR - R-Y-G>
<RISK/ISSUE AND STATUS COLOR - R-Y-G>
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4
UNCLASSIFIED
UNCLASSIFIED
4
BASE YEAR LABOR & ODC OPTION YEAR <x> LABOR & ODCs
BASE YEAR CLIN TABLE OPTION YEAR CLIN TABLE
Financial Status <DATE>
4
CONTRACT FUNDING STATUS THRU DDMMM2012(BASE Year)
CLIN Amt Currently
Funded Total Amt Invoiced
Funds Remaining
Percent Expended
Charges Not Yet Invoiced
000X $0 $0 $0 NA None
000X $232,848.00 $228,638.95 $4,209.05 98% $0
000XAA $3,731.00 $3,731.00 $0.00 100% $0
000XAB $15,047.00 $15,047.00 $0.00 100% $0
CONTRACT FUNDING STATUS THRU DDMMM2012 (Option Year 1)
CLIN Amt Currently
Funded Total Amt Invoiced
Funds Remaining
Percent Expended
Charges Not Yet Invoiced
100X $0 $0 $0 NA None
100X $232,848.00 $228,638.95 $4,209.05 98% $0
100XAA $3,731.00 $3,731.00 $0.00 100% $0
100XAB $15,047.00 $15,047.00 $0.00 100% $0
Variance Description (provide narrative explanation for variance and actions taken to resolve):
Variance Description (provide narrative explanation for variance and actions taken to resolve):
CONTRACTOR FINANCE RATING ASSESSMENT <R-Y-G>
< TASK ORDER NAME – TASK ORDER NUMBER >
5
5
UNCLASSIFIED
UNCLASSIFIED
CONTRACT SUMMARY
DOCTitle
CONTRACT # MOD. #
AWARD DATE
PERIOD OF PERFORMANCE LABOR ODC Total
DESCRIPTION OF MODIFICATION
Task Order HHM402-10-D-XXXX-
000X x/xx/xx x/xx/xx – x/xx/xx $ $ $ Task Order award
Mod P0001 x/xx/xx x/xx/xx – x/xx/xx $ $ $ Added DD-254
< TASK ORDER NAME – TASK ORDER NUMBER >
