Executive Portfolio KPI Scorecard

Summit Builders Group · 12 Active Projects · $1.4B Combined Portfolio

Last ERP Sync
Dec 18, 2024 08:45 EST
Portfolio Gross Margin at Completion
8.9%
-0.8 pts
Weighted SPI
0.91
-0.07
Weighted CPI
0.88
-0.09
Portfolio TRIR (12mo)
1.14
+0.21
Active Project Risk Score
72
+14
Change Order Recovery Rate
64%
-8%
Bonding Capacity Utilization
78%
+6%
Cash Flow Forecast Variance
-$4.2M
vs. 30-day forecast
Client Satisfaction Index
87
+3
Backlog Revenue Coverage
14.2
months

Schedule vs Cost Performance by Contract Value

Bubble size = contract value. Critical zone: SPI or CPI < 0.92. Harbor Tower and Riverside Hospital flagged.

Margin at Completion Trend (6mo)

Project Risk Distribution

Active Project Risk Table (12 Jobs Ranked by Composite Risk)

Project Contract Value % Complete SPI CPI Margin FCAC Risk Score Status
Harbor Tower $210M 58% 0.79 0.82 5.1% 88 High
Riverside Hospital $145M 72% 0.84 0.91 7.2% 82 High
Parkside Commons $98M 41% 0.89 0.87 7.8% 74 Medium
Tech Campus Phase II $187M 33% 0.93 0.94 8.4% 68 Medium
Metro Transit Hub $220M 65% 0.92 0.93 8.1% 66 Medium
Lakeview Senior Living $72M 78% 0.96 0.94 9.0% 62 Medium
Warehouse Distribution $54M 89% 0.98 0.97 10.2% 48 Low
Downtown Office Tower $165M 48% 0.97 0.96 9.8% 52 Low
University Research Center $128M 24% 1.02 1.01 11.4% 42 Low
Retail Plaza Renovation $38M 92% 1.04 1.03 12.1% 38 Low
Industrial Complex $86M 56% 0.99 0.98 10.5% 44 Low
Municipal Services Building $63M 14% 1.01 1.00 10.9% 40 Low

Change Order Recovery Rate (6mo)

Bonding Capacity Utilization

Active Contracts $1.09B / $1.40B
Total Capacity
$1.40B
Available
$310M

Note: Two pursuits paused pending Harbor Tower & Riverside recovery plans. Surety reviewing Q4 portfolio performance.

Client Satisfaction Index

LD Exposure by Month

Safety Incidents (12mo)

High-Risk Project Alerts

Harbor Tower
Risk 88
CPI 0.82, SPI 0.79 — Margin forecast down 3.2 pts to 5.1%. $8.4M overrun at current trajectory.
Action: Recovery meeting scheduled Dec 20. MEP subcontractor RFI backlog causing critical path delay.
Riverside Hospital
Risk 82
Q3 recordable incident raised 12mo TRIR to 1.14. SPI 0.84 due to owner-directed scope changes awaiting CO approval.
Action: Safety stand-down completed. CO package $2.1M submitted, 18-day response pending.
Parkside Commons
Risk 74
CPI 0.87 driven by soil remediation overrun. SPI 0.89 — foundation delay compressing superstructure float.
Action: Acceleration plan approved. Weekend crews mobilizing to recover 12 days by Feb milestone.

Portfolio Snapshot

Active Projects
12
Combined Contract Value
$1.40B
Projects at Risk (>65)
5
Est. FCAC Overrun
$14.8M
Pending CO Value
$18.2M
Last ERP sync: Dec 18, 2024 08:45 EST · Procore, Viewpoint, P6 integrated · Next CVR: Dec 31
Portfolio data current as of COB Dec 17, 2024