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Snapshot Performance Mettrics

The performance metrics displayed on the Dashboard provide an overview of project statuses and accomplishments to date. Metrics roll up available data to answer specific performance questions. Graphic indicators can be used to display "at-a-glance" metrics. On the Dashboard, metrics are displayed as gauges, stoplights, and drill downs.

Gauges roll up the status of projects at the program, corridor, or segment summary level.
- Budget status gauges represent the percentage of budget spent to date (total expenditures / total budget)
- Schedule status gauges represent the percentage of planned milestones accomplished to date (total milestones completed / total milestones planned)
Stoplights show the count of components (budget or schedule) in the acceptable (green), caution (yellow), or critical (red) status.
- Phase budget status stoplights indicate the quantity of budget phases at the green, yellow, or red status.
- Phase schedule status stoplights indicate the quantity of planned milestones at the green, yellow, or red status.
Drill downs appear when the stoplight is clicked and display additional schedule and budget data.
- Phase budget status drill downs display phase budgets, expenditures, percentage of budget spent, percentage of work complete, and phase budget status.
- Phase schedule status drill downs display baseline milestone dates, current milestone dates, and milestone status.

Budget Status Definitions

(Critical) - The percentage of Budget Spent minus the percentage of Work Complete is more than 20%.

(Caution) - The percentage of Budget Spent minus the percentage of Work Complete is at least 10% up to 20%.

(Acceptable) - The percentage of Budget Spent minus the percentage of Work Complete is less than 10%.

Schedule Status Definitions

1) Baseline Duration:The number of days between the baseline end date and the baseline start date.

2) Schedule Variance: the number of days between the current plan end date and the baseline end date.

(Critical) - Schedule Variance exceeds the Baseline Duration by more than 20%.

(Caution) - Schedule Variance exceeds the Baseline Duration by at least 10% up to 20%.

(Acceptable) - Schedule Variance exceeds the Baseline Duration by less than 10%.

Completed Phases, Segments and Corridors

Below is a summary of the various charts and performance metrics you will see on the Cashflow tab.

Segment Budget Status: displays the individual project budget phase amounts and their percentage of the total project budget.
Cashflow for Fiscal Year: displays the historical total fiscal year budget in comparison to the total annual expenditures by fiscal year.
Current Fiscal Year Cash Flow: displays the average monthly budget (current fiscal year total budget / 12) in comparison to the monthly actual expenditures.
Funding Plan Chart: displays the total funding amount by fund type (federal, state, local) and the percentage each fund type represents of the entire project budget.
Funding Plan Table: displays each fund source with its respective fund amount and percentage of the total project budget.

Schedule Milestones

The Schedule tab for a Segment displays the project phases defined below:

1)Draft Environmental Document (DED): represents the release of the Draft Environmental Document to the public for comment (if only CEQA is required) or date the Draft Environmental Document is sent to the lead federal agency for review (if NEPA is also required).

2)Final Environmental Document (FED): represents the date the SANDAG Transportation Committee approves the CEQA document (if only CEQA is required) or the date the Final Environmental Document is signed by the lead federal agency (if NEPA is also required).

3) Advertise: represents the completion of project design and advertisement of the construction contract to industry. Before advertisement, all environmental permits have been acquired, right of way has been certified, and the plans, specifications, and engineer’s estimate have been completed.

4)Begin Construction:represents the beginning of construction initiated by the Notice to Proceed (NTP).

5)Open to Public:represents the opening of the constructed facility for its intended use.

6)Construction Complete:represents completion of all heavy civil construction work and closeout of construction contracts.

SANDAG Construction Manager/General Contractor (CMGC) Schedule Milestones

Advertise: CMGC Submits the Guaranteed Maximum Price (GMP) proposal to SANDAG for negotiations.
Begin Construction: NTP of CMGC Heavy Civil Construction Contract.
Open to Public: begin revenue service.

CALTRANS CMGC Schedule Milestones

Advertise: GMP plan set and specifications are submitted to the CM/GC.
Begin Construction: GMP contract is awarded.
Open to Public: most significant project on the CIP is operational.