M & C

Contractor Status Report

The contractor status report is filled out by the contractor and submitted on a regular basis to the project manager. It tracks status for the current reporting period and provides forecasts for future reporting peri- ods. The report also gathers information on new risks, disputes, and issues. Information can include:

  • Scope performance
  • Quality performance
  • Schedule performance
  • Cost performance
  • Forecasted performance
  • Claims or disputes
  • Risks
  • Preventive or corrective action
  • Issues

This information is generally included in the project status report compiled by the project manager. The contractor status report is an example of work performance information identified in 12.3 Control Procurements in the PMBOK® Guide – Sixth Edition. This report is submitted at pre-defined intervals throughout the project.

Tailoring Tips

Consider the following tips to help tailor the contractor status report to meet your needs:

  • You can add a field for escalations to identify those areas that need to be escalated to the sponsor, program manager, contracting officer, or other appropriate individuals.
  • If there were any contract change requests that were submitted during the reporting period, summary information should be described in the contractor status report.
  • In addition to tailoring the content of the contractor status report, you can tailor the presentation. Many PMOs have reporting software that transforms the data into dashboards, heat reports, stop light charts, or other representations.

Alignment

The contractor status report should be aligned and consistent with the following documents:

  • Procurement management plan
  • Project schedule
  • Cost estimates
  • Project budget
  • Variance analysis
  • Earned value status report
  • Project status report
Document element Description
Scope performance this reporting period Describe progress on scope made during this reporting period.
Quality performance this reporting period Identify any quality or performance variances.
Schedule performance this reporting period Describe whether the contract is on schedule. If ahead or behind, identify the cause of the variance.
Cost performance this reporting period Describe whether the contract is on budget. If over or under budget, identify the cause of the variance.
Forecast performance for future reporting periods Discuss the estimated delivery date and final cost of the contract. If the contract is a fixed price, do not enter cost forecasts.
Claims or disputes Identify any new or resolved disputes or claims that have occurred during the current reporting period.
Risks List any risks. Risks should also be in the risk register.
Planned corrective or preventive action Planned corrective or preventive action
Comments