Analytics & Reporting
EVM forecasting, risk analysis & portfolio insights
Executive Summary
Portfolio health is healthy at 75/100. 4 projects at risk and requiring monitoring. Budget performance is on target.
Total Budget (BAC)
$271.5M
Forecast at Completion (EAC)
$255.1M
Forecast Variance
$-16.4M
-6.0%
Risk Distribution
1
55
High (0)
Medium (1)
Low (55)
Health by Category
New Construction
75
4 projects • $89.8M
HVAC
75
7 projects • $46.5M
Safety & Security
77
8 projects • $29.8M
Site Improvements
68
8 projects • $26.9M
Roofing
79
5 projects • $20.0M
Renovation
74
5 projects • $20.0M
ADA Compliance
72
5 projects • $14.7M
Technology
78
2 projects • $4.2M
Contracts Forecasted Over Budget
10 contracts with EAC exceeding BAC
| Contract | Budget | Spent | Forecast (EAC) | Overrun | CPI | Progress |
|---|---|---|---|---|---|---|
| Evergreen Elementary - Security... | $5.4M | $3.6M | $6.0M | $558K | 0.91 | 60.4% |
| Sparr Elementary - Roof Restoration | $5.2M | $3.6M | $5.8M | $527K | 0.91 | 62.0% |
| Romeo Elementary - Parking Lot Expansion | $3.5M | $1.4M | $3.9M | $418K | 0.89 | 35.7% |
| Greenway Elementary - HVAC... | $3.9M | $1.3M | $4.3M | $365K | 0.91 | 30.8% |
| Osceola Middle School - Fencing... | $4.2M | $1.7M | $4.6M | $365K | 0.92 | 37.4% |
| Liberty Middle School - HVAC... | $9.3M | $9.1M | $9.7M | $326K | 0.97 | 94.4% |
| Evergreen Elementary - Chiller... | $2.9M | $1.2M | $3.2M | $286K | 0.91 | 37.3% |
| Stanton-Weirsdale Elementary -... | $2.2M | $830K | $2.5M | $281K | 0.89 | 33.3% |
| Dunnellon Middle School -... | $4.1M | $3.3M | $4.4M | $230K | 0.95 | 74.7% |
| Sparr Elementary - Emergency... | $3.8M | $1.5M | $4.0M | $224K | 0.94 | 37.6% |
Active Contract Analytics
Top 20 contracts by budget
| Contract | Burn Rate/mo | Forecast | CPI | Risk | Est. Completion |
|---|---|---|---|---|---|
| South Ocala Elementary - New... | $2.3M | $34.8M | 1.14 | Low | 2026-05-23 |
| Hammett Bowen Jr Elementary -... | $918K | $20.8M | 1.01 | Low | 2026-12-12 |
| Shady Hill Elementary -... | $411K | $15.9M | 1.15 | Low | 2028-05-01 |
| Howard Middle School - Building... | $190K | $10.0M | 1.29 | Low | 2029-08-04 |
| Fort King Middle School -... | $260K | $10.2M | 1.07 | Low | 2028-04-11 |
| West Port High School - Media... | $175K | $9.1M | 1.19 | Low | 2029-08-09 |
| Liberty Middle School - HVAC... | $608K | $9.7M | 0.97 | Low | 2026-06-16 |
| Liberty Middle School -... | $324K | $7.5M | 1.05 | Low | 2027-04-30 |
| Hammett Bowen Jr Elementary -... | $152K | $5.5M | 1.12 | Medium | 2028-02-01 |
| Evergreen Elementary - Security... | $277K | $6.0M | 0.91 | Low | 2027-02-07 |
| Sparr Elementary - Roof Restoration | $224K | $5.8M | 0.91 | Low | 2027-03-18 |
| Dunnellon High School -... | $244K | $5.3M | 0.96 | Low | 2026-12-11 |
| South Ocala Elementary - Roof... | $157K | $4.7M | 1.07 | Low | 2027-09-08 |
| Forest High School - Accessible... | $167K | $4.2M | 1.18 | Low | 2027-04-07 |
| Osceola Middle School -... | $228K | $3.8M | 1.32 | Low | 2026-06-06 |
| Madison Street Academy - Roof... | $289K | $4.4M | 1.03 | Very Low | 2026-08-30 |
| Ward-Highlands Elementary -... | $187K | $4.2M | 1.06 | Low | 2026-12-04 |
| North Marion Middle School -... | $111K | $4.1M | 1.06 | Low | 2028-04-22 |
| Osceola Middle School - Fencing... | $133K | $4.6M | 0.92 | Low | 2028-03-06 |
| Dunnellon Middle School -... | $233K | $4.4M | 0.95 | Very Low | 2026-10-07 |