Directorate for Information Management and Chief Information Officer (DS) |

Solutions for the Information Technology Enterprise (SITE)

[Vendor Name][Task Order Name]

[Task Order Number]

Quarterly Business ReviewFor <1st,2nd,3rd, 4th> Quarter FY 2012

This briefing is classifiedUnclassified

UNCLASSIFIED

Directorate for Information Management and Chief Information Officer (DS) |

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):

<TASK ORDER NAME – TASK ORDER NUMBER >

2STATUS KEY RED HIGH RISK YELLOW MEDIUM RISK GREEN MINIMAL RISK

Directorate for Information Management and Chief Information Officer (DS) |

UNCLASSIFIED

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>

3STATUS KEY RED HIGH RISK YELLOW MEDIUM RISK GREEN MINIMAL RISK

<TASK ORDER NAME – TASK ORDER NUMBER >

Directorate for Information Management and Chief Information Officer (DS) |

UNCLASSIFIED

BASE YEAR LABOR & ODC OPTION YEAR <x> LABOR & ODCs

BASE YEAR CLIN TABLE OPTION YEAR CLIN TABLE

< TASK ORDER NUMBER > 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>

Directorate for Information Management and Chief Information Officer (DS) |

UNCLASSIFIED

< TASK ORDER NUMBER > CONTRACT SUMMARY

5

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

Directorate for Information Management and Chief Information Officer (DS) |

UNCLASSIFIED

NARRATIVE DESCRIPTION OFSITE QBR STATUS REPORT

COMPLETION

Directorate for Information Management and Chief Information Officer (DS) |

UNCLASSIFIED

PROVIDE SUMMARY STATUS; USE R-Y-G COLOR STATUS; PROVIDE STATEMENT THAT SUBSTANTIATES COLOR RATING

PROVIDE STATUS OF CONTRACT IDENTIFIED PERFORMANCE METRICS (CON’T)

SITE QBR STATUS REPORT – PAGE 1- COR TASK

ORDER ASSESSMENT– R-Y-G - CONTRACTOR TO COORDINATE WITH COR BEFORE QBR

ORDER

ENTER REPORT DATE HERE

VENDOR CONTACT INFORMATION

TASK ORDER DESCRIPTION – BRIEF SUMMARY

CONTRACT PERIOD OF PERFORMANCE

TOTAL CONTRACT VALUE AT TIME OF REPORT

PROVIDE STATUS OF CONTRACT IDENTIFIED PERFORMANCE METRICS

STATUS “STOP LIGHT” USED FOR CSF STATUS SUMMARY – USE STATUS KEY TO IDENTIFY SELF ASSESSMENT STATUS

Directorate for Information Management and Chief Information Officer (DS) |

UNCLASSIFIED

SITE QBR STATUS REPORT – PAGE 2

PROVIDE SUMMARY INFORMATION AS INDICATED

PROVIDE RISK / ISSUE STATUS

R / I #- RISKS = R #- ISSUES = I #

DESCRIPTION – DESCRIBE RISK OR ISSUE AND COLOR BLOCK WITH APPROPRIATE RATING COLOR; PER STATUS KEY (BELOW)

OWNER - SHALL HAVE PERSON’S LAST NAME(S)

STATUS AND MITIGATION -EACH RISK AND ISSUE SHALL HAVE CURRENT STATUS AND MITIGATION DESCRIPTION

Directorate for Information Management and Chief Information Officer (DS) |

UNCLASSIFIED

9UNCLASSIFIED

- CONTRACTOR TO PROVIDE ASSESSMENT OF OVERALL TASK ORDER FINANCIAL STATUS – USE R-Y-G PER PROVIDED STATUS KEY

Directorate for Information Management and Chief Information Officer (DS) |

UNCLASSIFIED