1. MODULE 4 Resource Estimation
Lesson 1: CMO Software Surveillance Resource Estimation

2. Purpose
Given Government contract requirements, lesson Student Guide, and support materials, assemble a Software Resource Estimation using the Software Surveillance Plan template.
Module 4 – Resource Estimation

3. What Will You Learn in This Module?
CMQ101 - Course Introduction
5/18/2018
What Will You Learn in This Module?
This module will explain:
How to document the resources needed to execute the workload identified in the appropriate Software Surveillance Plan (SSP) template
What to do when Contract Management Office (CMO) resources are not available to staff the workload
Module 4 – Resource Estimation

4. Lesson 1: CMO Software Surveillance Resource Estimation
Objective: Interpret the workload to allocate Contract Management Office software surveillance resources.

5. Lesson Objective
Lesson 1: CMO Software Surveillance Resource Estimation
Objective: Interpret the workload to allocate Contract Management Office software surveillance resources.
Module 4 – Resource Estimation

6. The Software Surveillance Process Review
Chapter 3
Still here!
Chapter 4
Chapter 5
Chapter 3, paragraph 3.18 
The Software Surveillance Process
Module 4 – Resource Estimation

7. Planning Sub-Processes Review
SAMI planning comprises several sub-processes:
Fact Gathering
Documenting Surveillance Tasks/Activities
Documenting Resource Requirements
Finalizing the SSP
Issuing Letter(s) of Delegation (LOD) 
Module 4 – Resource Estimation

8. The Resource Estimation Sub-Process
Software Resource Estimation:
Is described in SAMI 3.12
Continues with the selected SSP template
Uses the SSP Worksheet and SSP Resources tabs
Module 4 – Resource Estimation

9. Purpose of Resource Estimation
The purpose of the Resource Estimation process is to:
Determine the workload
Allocate CMO resources
Output may also be used:
In war room process
As input for Program Objective Memorandum (POM) planning
Module 4 – Resource Estimation

10. Possible Results Fully Staffed SSP Partially Staffed SSP
All resources are available
Partially Staffed SSP
Not enough resources are available
“Zero” Staffed SSP (in rare cases)
No CMO resources are available
CMO Request for “Authorization to Hire” Additional Resources
Module 4 – Resource Estimation

11. Estimate Software Resources
Surveillance Frequency Needed is based on RISK.
Module 4 – Resource Estimation

12. Other Considerations
Other elements affecting Surveillance Frequency Needed:
CMO Unique per schedule/requirement/best judgment
Customer Unique per customer’s schedule/specification
Program Measures
Core per contractual reporting requirements/SP’s best judgment
Standalone per contractual reporting requirements/SP’s best judgment
Technical Performance Measure (TPM) per contractual reporting requirements/SP’s best judgment
CMO Unique per SP’s best judgment

13. Step 1: Estimate Hours Per Task/Activity
For each Task/Activity, estimate the number of hours needed to perform each item ONE TIME.
Include everything you need to do from start to finish:
Preparation
Travel
Performing the Task/Activity
Analysis of results
Documenting/Reporting
Taking action, etc.
Module 4 – Resource Estimation

14. Accept Auto Estimate Calculations:
Total Hours Needed = Surveillance Frequency Needed * Hours Per Task/Activity
CMO Allocated Hours = Surveillance Frequency Allocated * Hours Per Task/Activity
CMO Unallocated Hours = Total Hours Needed – CMO Hours Allocated
Module 4 – Resource Estimation

15. Override Auto Estimate
Enter data in the CMO Estimated Hours Per Task/Activity cell
Estimate as accurately as possible
Use 15-minute increments
Module 4 – Resource Estimation

16. Step 2: Validate the Workload with CMO Management
Review the Surveillance Frequency Needed cells and the Hours Per Task/Activity cells to ensure that they are reasonable/objective.
Module 4 – Resource Estimation

17. Step 3: Review TOTAL HOURS NEEDED
TOTAL HOURS NEEDED are auto calculated in the SSP Resources tab.
The WRR and Risk Priority are racked and stacked to assist in prioritizing work
FTE = Full Time Equivalent
Module 4 – Resource Estimation

18. Step 4: Determine Availability of CMO Resources
Determine whether the CMO has the resources to execute the TOTAL HOURS NEEDED as documented in the SSP Resources worksheet.
All Resources Available
Not Enough
Resources
No Resources
FTE = Full Time Equivalent
(1632 hours per year)
Module 4 – Resource Estimation

19. Resources Available If the CMO has the resources needed:
Duplicate the number in the Surveillance Frequency Needed cell for each Task/Activity in the Surveillance Frequency Allocated cell.
CMO Allocated Hours and CMO Unallocated Hours columns update automatically.
Each Task/Activity is 100% allocated.
Module 4 – Resource Estimation

20. Resources Available, Cont.
Module 4 – Resource Estimation

21. Resources Not Available
Determine the Level of Effort (LOE) that can be executed:
Step 1: Determine how many hours are available.
Step 2: Adjust the SSP.

22. Step 1: Determine How Many Hours Are Available
CMO Management evaluates CMO Resources to determine how many hours are available.
CMO Management may need to:
Adjust other in-house SSPs
Reassign resources from other CMO Teams
Coordinate temporary support
Do not readjust the numbers in the Surveillance Frequency Needed or Hours Per Task/Activity cells − they represent the required workload.

23. Step 2: Adjust the SSP – Criteria
Adjustments should be based on:
WRR Rack and Stack for core Technical, Cost, and Schedule Elements
Priority, significance, and/or best judgment for CMO/Customer Unique Elements and Program Measure Elements
Module 4 – Resource Estimation

24. Step 2: Adjust the SSP – Reflect Available Resources
Adjust the SSP to reflect the number of hours available to allocate to the SSP (as specified by CMO Management).
Module 4 – Resource Estimation

25. Step 2: Adjust the SSP – Tailor the Surveillance Frequency Allocated
Enter a number in the Surveillance Frequency Allocated cells less than the number in the Surveillance Frequency Needed cells starting with:
Lowest risk rated Tasks/Activities (green zone) first, then if necessary
Moderate risk rated Tasks/Activities (yellow zone) next, then if necessary
Highest risk rated Tasks/Activities (red zone) last
It may become necessary to “zero” out work
Module 4 – Resource Estimation

26. Step 2: Adjust the SSP – SSP Worksheet
The resulting hours appearing in the CMO Unallocated Hours column represent work that will not be performed.
CMO Allocated Hours =
Surveillance Frequency Allocated X Hours Per Task/Activity
CMO Unallocated Hours =
Total Hours Needed – CMO Allocated Hours
Module 4 – Resource Estimation

27. Step 2: Adjust the SSP – SSP Resources Worksheet
Module 4 – Resource Estimation

28. Additional Use of SSP Data
CMO Management can use SSP data as input for the war room process and/or Planning Objective Memorandum (POM) planning cycle.
The 12-month estimates are summarized at the bottom of the SRR Resources tab.
SSP data can also be used to project out-year workload.
Note: FTE = 1,632 hours

29. The Resource Estimation Process Review
The Resource Estimation process can be simplified in to several steps.
Determine resources needed
Determine resources available
Adjust surveillance to match available
Based on risk
May be done with management/SME
Sign and submit (Available for CMO Metrics)

30. Questions
Module 4 – Resource Estimation

31. Knowledge Review Question 1
You are allocating hours to perform surveillance frequency needed for a core schedule Task/Activity with a risk rating of 11(L5C1)L. Which statement best describes how you should handle this?
Engage the Task/Activity to the maximum extent reasonable.
Engage the Task/Activity to the minimum extent reasonable.
Assign a zero to the Task/Activity.
Use your best judgment.

32. Knowledge Review Question 2
You want to reduce the number of hours estimated by the template for a task/activity. In which cell do you input the data to override the auto estimate?
Surveillance Frequency Needed
Surveillance Frequency Allocated
CMO Allocated Hours Per Task/Activity
CMO Estimated Hours Per Task/Activity

33. Knowledge Review Question 3
You are assessing the frequency needed for a CMO Unique surveillance element. Which is a consideration when assessing the surveillance frequency for this non-rated task/activity?
Per schedule
Per specification
Per customer’s schedule
Per contractual reporting requirements

34. Knowledge Review Question 4
After you have completed your estimation of the hours per task/activity, you should validate the workload documented in the SSP by reviewing which cells in the SSP Worksheet tab?
Surveillance Frequency Needed and Hours Per Task/Activity
Surveillance Frequency Needed and TOTAL HOURS NEEDED
Surveillance Frequency Allocated and Hours Per Task/Activity
Surveillance Frequency Allocated and TOTAL HOURS NEEDED

35. Knowledge Review Question 5
How do you annotate the SSP Worksheet tab to indicate the CMO has the resources available to fully staff the Software Surveillance Plan?
Enter 0.00 in the CMO Unallocated Hours cell
Enter 100% in the Surveillance Frequency Allocated cell for each task/activity
Duplicate the number in the Frequency Needed cell in the Frequency Allocated cell for each task/activity

36. Knowledge Review Question 6
To allocate resources to the plan at less than 100 percent, the SP, in conjunction with CMO Management, may take several actions, except:
Making adjustments to other in-house SSPs
Reassigning resources from other CMO teams
Coordinating temporary support from other nearby CMOs
Readjusting the numbers in the Hours Per Task/Activity cells

37. Knowledge Review Question 7
You have determined that the CMO does not have the available resources to support the workload and you must readjust the SSP. Which task/activity surveillance elements should you readjust first?
Non-risk rated task activity
Core technical surveillance element rated 10(L1C4)
Core schedule surveillance element rated 20(L5C3)
Core cost surveillance element rated 22(L3C5)

38. How are CMO Allocated Hours calculated?
Knowledge Review Question 8
How are CMO Allocated Hours calculated?
Subtract Total Hours Needed from CMO Hours Unallocated
Subtract Surveillance Frequency Allocated from Total Hours Needed
Multiply Surveillance Frequency Allocated by Hours Per Task/Activity
Multiply Surveillance Frequency Needed by Hours Per Task/Activity

39. Lesson Summary
Interpreted the workload to allocate Contract Management Office software surveillance resources.

40. CMQ101 - Course Introduction
5/18/2018
Module Summary
This module:
Interpreted the workload to allocate Contract Management Office software surveillance resources.
Workshop #3
Module 4 – Resource Estimation
Lesson 4: Safety Stock