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Navigation: Reference Manual > Productivity > Reports and Exports > Report Guides > 40 - Compliance Exception |
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Navigation: Reference Manual > Productivity > Reports and Exports > Report Guides > 40 - Compliance Exception |
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General Information
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Purpose |
This report shows the contract spend with calculations of spend relative to the prime's spend |
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Important Fields |
prime spend, sub spend, sub plan, goals, contract status, award date |
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Before running this report |
1.Be sure that the sub plans are complete. Sub's start and end dates will assist with analyzing attainment. 2.This report will not show spend data if no subs have spend data during the reporting period. |
Parameters:
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Parameter Name |
Parameter Type |
Comment |
Required? |
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Report header |
Text |
Prepopulated - Can modify |
No |
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Report Footer |
Text |
Prepopulated - Can modify |
No |
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Contract Status |
List |
Will select only those contracts with this status |
No |
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Project Number |
List |
Will select only those contracts that are part of this project |
No |
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Contract Number |
List |
Will select only that contracts with this contract number |
No |
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Specialist |
List |
Will select only that contracts with this specialist |
No |
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Select Period |
Date Selection |
Selection of Award Date and Spend Dates |
Yes |
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Green Band |
Number |
Threshold of sub spend percentage relative to prime spend (contract completion). Indication of good percentage.
Prepopulated |
Yes
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Yellow Band |
Number |
Threshold of sub spend percentage relative to prime spend (contract completion). Indication of warning percentage.
Prepopulated |
Yes |
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Contract Type |
List |
Will select only contracts of this type |
No |
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Department |
List |
Will only select contract from this department |
No |
Business Rules:
1.Find contracts that were awarded between the 'Select Period' dates
2.Find contract spend (prime and sub) between the 'Selected Period' dates
3.Calculate contract percent complete, sub's percent complete (based on commitment)
4.Compare sub's percent complete with prime's percent complete
5.Color code sub's name based of ratio of sub's percent complete to prime's % complete (Green, Yellow band)
Note: In order to calculate prime percent complete, the prime spend is calculated over the contract life. Sub spend is calculated for the given date range.
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