Financial Governance & Cost Performance Intelligence

Vantara Energy Services PMO | Active Portfolio: $62.4M across 16 projects

As of Period 12 (Dec 2024)

Target: Portfolio CPI ≥0.90 | EAC Accuracy ≤12%

Portfolio CPI

0.91

↑ 5.8%

EAC Accuracy

9.4%

↓ 3.2pp

Contingency Drawdown

87%

vs 92% risk mat.

Vendor Variance

+$4.2M

↑ $1.1M

Avg Cost of Delay

$1.8M/w

Weighted avg

Uncommitted Budget

$8.3M

13.3% of total

Portfolio Cumulative Spend: Planned vs. Actual

CPI Trend by Program (12-Period Rolling)

EAC Waterfall: Original Budget → Current EAC

Contingency Drawdown vs. Risk Materialization (Cumulative $M)

Vendor Cost Variance by Supplier ($M)

TechBuild Partners +$3.0M (+24%)

GridSys Solutions +$1.2M (+11%)

Apex Engineering -$0.3M (-3%)

Delta Contractors +$0.2M (+2%)

EnergyCo Services -$0.7M (-8%)

Base contract value total: $38.2M | Current: $42.4M

Budget Release Velocity vs. Milestone Achievement (%)

Project Financial Health Register (Top 8 by Budget)

Project Name	Program	CPI	EAC Acc %	FGS	Budget ($M)	Status	Alert
Grid Modernization Phase 2	Gamma	0.84	18.2%	62	$14.8	Critical	14 unapproved COs
Offshore Wind Integration	Alpha	0.96	4.1%	94	$12.2	On Track	—
Smart Metering Rollout	Beta	0.91	7.8%	88	$9.6	On Track	—
Battery Storage Expansion	Gamma	0.88	12.4%	76	$8.1	Watch	Contingency 95% used
Transmission Uprate	Alpha	0.93	6.3%	89	$6.4	On Track	—
SCADA Upgrade	Beta	0.87	14.7%	71	$4.9	Watch	Vendor variance +18%
Substation Hardening	Delta	0.98	2.1%	97	$3.7	On Track	—
Renewable Interconnect	Gamma	0.82	21.3%	58	$2.7	Critical	EAC revised 3x

Uncommitted Budget at Risk vs. Portfolio CPI (12-Period Trend)

Action Required: Program Gamma Financial Review

TechBuild Partners change order governance breakdown detected — 14 approved COs with no documented cost impact assessments. Immediate audit scheduled for Jan 6, 2025. Portfolio NPV exposure: estimated $2.8M if trend continues.