1. RTI University ScorecarD
Phase 1: Pilot

2. 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
1. Performance Measurement, emphasize this is a pilot

3. 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
We will be sending out blind scores following this meeting

4. Overall University Average Score Individual Project Score
Overview
Contracts
Invoices
Overall University Average Score
Individual Project Score
Projects

5. Required Number/SLA/Goal Actual Number/SLA/Goal
Contracts
Factor
Required Number/SLA/Goal
Actual Number/SLA/Goal
Score
Out of
Remarks
Accuracy of Project Agreement (Working Documents)
7 (factors in remarks section)
Number of factors correct initially for this project
𝐹𝑎𝑐𝑡𝑜𝑟𝑠 𝐶𝑜𝑟𝑟𝑒𝑐𝑡 7 ×5.00
5.00
Accuracy of the following:
Cover Page
Budget Page
Budget Page Total Matches Cover
Budget on Schedule Matches Total Budget
Deliverables Table
Schedule Matches Duration
Work Plan
Versions not addressing RTI comments/ revisions
2 (no more than 2 allowed)
If # Versions ≤ 2 → 5.00, otherwise:
2 # 𝑉𝑒𝑟𝑠𝑖𝑜𝑛𝑠 𝐴𝑐𝑡𝑢𝑎𝑙𝑙𝑦 𝐷𝑢𝑒 ×5.00
Number Days Contract at University
15 (days allowed for university)
If # Days to Execute ≤ 15 → 5.00, otherwise:
2 # 𝐷𝑎𝑦𝑠 𝑡𝑜 𝐸𝑥𝑒𝑐𝑢𝑡𝑒 ×5.00
Days = More than 24 hours from date/time of RTI request
Total Points for Contract Section
15.00
Cover Page is correct (Budget adds up correctly, each FY is listed)
Budget Page categories are identified and budget adds up correctly (incudes all categories listed on Exhibit A spreadsheet)
Budget Page total matches cover page
Budget amounts on schedule matches total project budget
Deliverables Table has accurate information (aligns to deliverables stated at the end of each task on the schedule), due dates, and listed as required by the proposal (ProjStmt if applicable, all deliverables are listsed)
Schedule matches the duration of the project
Work plan: contains no "passive voice", and acroynms are identified

6. Total Submitted on Time
Projects
Factor
Total Due by Quarter
Total Submitted on Time
Score
Out of
Remarks
4. Deliverables on time
Number of Deliverables due during this period (June, July, August) per contract Deliverables table
# 𝑂𝑛 𝑇𝑖𝑚𝑒 # 𝐷𝑢𝑒 ×15.00
15.00
5. MPR on time 3
# 𝑂𝑛 𝑇𝑖𝑚𝑒 3 ×15.00
There were 3 progress reports in the period that were evaluated.
May PR due in June
June PR due in July
July PR due in August
Total Points for Project Section
30.00

7. Number Received (by Univ) Number Affected (by Univ)
Invoices
Factor
Number Received (by Univ)
Number Affected (by Univ)
Score
Out of
Remarks
6. Invoice Complete and Correct
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
7. Charges on an invoice received within 120 days after costs are incurred.
Out of Invoices received, how many contained costs not billed within 120 days
# 𝑅𝑒𝑐𝑒𝑖𝑣𝑒𝑑 −# 𝐿𝑎𝑡𝑒 # 𝑅𝑒𝑐𝑒𝑖𝑣𝑒𝑑 ×15.00
Total Points for Invoice Section
30.00

8. Annual Fiscal Budget Section Work in Progress

9. Questions?