RTI UNIVERSITY
SCORECARD
Phase 1: Pilot
9/18/15
Meeting Overview
1
Purpose of Scorecard
2
Overview of Individual Project Scorecard
3
Example Project Scorecard
4
Individual Factor Impact on Total Score
5
Questions/Concerns
9/18/15
2
Purpose
• Presentation Purpose: To obtain feedback from participants
regarding the University Score Card
• Score Card Purpose: Performance Measurement Tool
1. Release Method
2. Criteria:
• Contracts
• Project Deliverables
• Invoices
3. Rankings
9/18/15
3
Overview
Contracts
Projects
Invoices
Individual Project Score
Overall University Average Score
9/18/15
4
Contracts
Factor
Required
Number/SLA
/Goal
Actual
Number/SLA
/Goal
Number of
factors
correct
initially for
this project
Score
Out of
Remarks
𝐹𝑎𝑐𝑡𝑜𝑟𝑠 𝐶𝑜𝑟𝑟𝑒𝑐𝑡
× 5.00
7
5.00
Accuracy of the following:
1. Cover Page
2. Budget Page
3. Budget Page Total
Matches Cover
4. Budget on Schedule
Matches Total Budget
5. Deliverables Table
6. Schedule Matches
Duration
7. Work Plan
Accuracy of
Project
Agreement
(Working
Documents)
7 (factors in
remarks
section)
Versions not
addressing RTI
comments/
revisions
2 (no more
than 2
allowed)
If # Versions ≤ 2 → 5.00, otherwise:
2
× 5.00
# 𝑉𝑒𝑟𝑠𝑖𝑜𝑛𝑠 𝐴𝑐𝑡𝑢𝑎𝑙𝑙𝑦 𝐷𝑢𝑒
5.00
Number Days
Contract at
University
15 (days
allowed for
university)
If # Days to Execute ≤ 15 → 5.00,
otherwise:
2
× 5.00
# 𝐷𝑎𝑦𝑠 𝑡𝑜 𝐸𝑥𝑒𝑐𝑢𝑡𝑒
5.00
Total Points for Contract Section
15.00
Days = More than 24 hours
from date/time of RTI
request
9/18/15
5
Projects
Factor
4. Deliverables
on time
5. MPR on time
Total Due by
Quarter
Number of
Deliverables due
during this period
(June, July, August)
per contract
Deliverables table
3
Total
Submitted on
Time
Score
Out of
# 𝑂𝑛 𝑇𝑖𝑚𝑒
× 15.00
# 𝐷𝑢𝑒
15.00
# 𝑂𝑛 𝑇𝑖𝑚𝑒
× 15.00
3
Total Points for Project Section
15.00
Remarks
There were 3 progress
reports in the period that
were evaluated.
1. May PR due in June
2. June PR due in July
3. July PR due in August
30.00
9/18/15
6
Invoices
Factor
6. Invoice
Complete and
Correct
7. Charges on an
invoice received
within 120 days
after costs are
incurred.
Number Received
(by Univ)
Number
Affected (by
Univ)
Score
Out of
Number of Invoices
received in this
time period (June,
July, August)
Out of Invoices
received, how
many were
incorrect due
to university
error
# 𝑅𝑒𝑐𝑒𝑖𝑣𝑒𝑑 − # 𝐼𝑛𝑐𝑜𝑟𝑟𝑒𝑐𝑡
# 𝑅𝑒𝑐𝑒𝑖𝑣𝑒𝑑
× 15.00
15.00
Number of Invoices
received in this
time period (June,
July, August)
Out of Invoices
received, how
many
contained
costs not
billed within
120 days
# 𝑅𝑒𝑐𝑒𝑖𝑣𝑒𝑑 − # 𝐿𝑎𝑡𝑒
# 𝑅𝑒𝑐𝑒𝑖𝑣𝑒𝑑
× 15.00
Total Points for Invoice Section
Remarks
15.00
30.00
9/18/15
7
Budget
Annual Fiscal Budget Section
Work in Progress
9/18/15
8
Questions?
Project Status Scorecard
Project Number:
Agency:
Start Date:
End Date:
Project Name:
Contracts
Factor
Required Number/
SLA/ Goal
Actual Number/ SLA/
Goal
Score
Out of
1. *Accuracy of Project Agreement (contract) is consistent
2. **Number of versions due to university not addressing
RTI comments/revisions.
Remarks/ Example Metric
7
5.00
5.00
*See cri teri a bel ow
The fol l owi ng were i ncorrect:
1.
2.
3.
4.
5.
6.
7.
2
5.00
5.00
Expl a i n
3. ***Number of days (Receipt to Execution) to Fully
Execute the Agreement.
Expl a i n
15
5.00
5.00
See bel ow
Note: Agreements whi ch ma y s pa n
qua rters mus t be counted towa rd
onl y one qua rter.
9/18/15
9