BS EN 16601-60-2014 Space project management Cost and schedule management《航天项目管理 费用和进度管理》.pdf

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1、BSI Standards PublicationBS EN 16601-60:2014Space project managementPart 60: Cost and schedule managementBS EN 16601-60:2014 BRITISH STANDARDNational forewordThis British Standard is the UK implementation of EN 16601-60:2014.It supersedes BS EN 13290-7:2001 which is withdrawn.The UK participation in

2、 its preparation was entrusted to TechnicalCommittee ACE/68, Space systems and operations.A list of organizations represented on this committee can beobtained on request to its secretary.This publication does not purport to include all the necessaryprovisions of a contract. Users are responsible for

3、 its correctapplication. The British Standards Institution 2014. Published by BSI StandardsLimited 2014ISBN 978 0 580 83332 8ICS 49.140Compliance with a British Standard cannot confer immunity fromlegal obligations.This British Standard was published under the authority of theStandards Policy and St

4、rategy Committee on 31 August 2014.Amendments issued since publicationDate Text affectedBS EN 16601-60:2014EUROPEAN STANDARD NORME EUROPENNE EUROPISCHE NORM EN 16601-60 August 2014 ICS 49.140 Supersedes EN 13290-7:2001 English version Space project management - Part 60: Cost and schedule management

5、Management des projets spatiaux - Partie 60: Matrise des cots et des dlais Raumfahrt-Projektmanagement - Teil 60: Kosten- und Zeitplanmanagement This European Standard was approved by CEN on 14 December 2013. CEN and CENELEC members are bound to comply with the CEN/CENELEC Internal Regulations which

6、 stipulate the conditions for giving this European Standard the status of a national standard without any alteration. Up-to-date lists and bibliographical references concerning such national standards may be obtained on application to the CEN-CENELEC Management Centre or to any CEN and CENELEC membe

7、r. This European Standard exists in three official versions (English, French, German). A version in any other language made by translation under the responsibility of a CEN and CENELEC member into its own language and notified to the CEN-CENELEC Management Centre has the same status as the official

8、versions. CEN and CENELEC members are the national standards bodies and national electrotechnical committees of Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, Former Yugoslav Republic of Macedonia, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, La

9、tvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and United Kingdom. CEN-CENELEC Management Centre: Avenue Marnix 17, B-1000 Brussels 2014 CEN/CENELEC All rights of exploitation in any form and by any means res

10、erved worldwide for CEN national Members and for CENELEC Members. Ref. No. EN 16601-60:2014 EBS EN 16601-60:2014EN 16601-60:2014 (E) 2 Table of contents Foreword 6 Introduction 7 1 Scope . 8 2 Normative references . 9 3 Terms, definitions and abbreviated terms 10 3.1 Terms from other standards 10 3.

11、2 Terms specific to the present standard . 10 3.3 Abbreviated terms . 11 4 Cost and schedule management common principles . 12 4.1 Objectives and relationships . 12 4.2 Project structure . 13 4.2.1 Work breakdown structure 13 4.2.2 Cost breakdown structure . 14 4.2.3 Business agreement Structure 14

12、4.2.4 Country/Company structure 15 4.3 Business agreement types 16 4.3.1 General 16 4.3.2 Fixed price contracts . 16 4.3.3 Cost reimbursement contracts 16 4.3.4 Ceiling price to be converted into fixed price . 17 4.4 Risk management . 17 4.4.1 General description . 17 4.4.2 Risk register 18 4.4.3 Le

13、ssons learned . 18 5 Schedule management principles . 19 5.1 Schedule definition . 19 5.1.1 General 19 5.1.2 Activities definition / Activities sequencing 19 5.1.3 Key milestones . 20 BS EN 16601-60:2014EN 16601-60:2014 (E) 3 5.1.4 Resource allocation 20 5.2 Schedule control . 20 5.2.1 Baseline sche

14、dule. 20 5.2.2 Current working schedule . 21 5.2.3 Performance evaluation 22 5.3 Schedule reporting 24 5.3.1 General 24 5.3.2 Schedule progress information . 24 5.3.3 Reporting system and tools 24 6 Cost management principles . 26 6.1 General . 26 6.2 Contractual and financial interfaces 26 6.2.1 Au

15、dited rates and cost structure . 26 6.2.2 Currency and exchange rates . 26 6.2.3 Contract change notice (CCN) 27 6.3 Cost estimating and planning 27 6.3.1 Cost estimating . 27 6.3.2 Development cost plan (DCP) 29 6.3.3 Payment plans 30 6.3.4 Price variation mechanism 30 6.3.5 Geographical distributi

16、on 31 6.3.6 Inventory control plan . 31 6.4 Cost control 31 6.4.1 Baseline cost plan. 31 6.4.2 Estimate at completion (EAC) and estimate to completion (ETC) . 32 6.4.3 Price variation . 32 6.4.4 Geographical distribution control . 33 6.4.5 Inventory control . 33 6.4.6 Financial audits . 33 6.4.7 Pay

17、ment milestone achievement 33 6.5 Cost reporting . 34 6.5.1 Reports applicable to all contract types . 34 6.5.2 Reports specific to cost reimbursement contracts . 34 7 Cost and schedule management common requirements . 35 7.1 Project structure . 35 7.1.1 Cost breakdown structure . 35 7.1.2 Business

18、agreement structure 35 BS EN 16601-60:2014EN 16601-60:2014 (E) 4 7.1.3 Country/Company structure (CCS) . 35 7.2 Risk management . 35 8 Schedule management requirements . 36 8.1 Schedule definition . 36 8.2 Schedule control . 36 8.3 Schedule reporting 37 9 Cost management requirements . 38 9.1 Contra

19、ctual and financial interfaces 38 9.1.1 Audited rates and cost structure . 38 9.1.2 Economic conditions . 38 9.1.3 Currency and exchange rates . 38 9.1.4 Contract change procedure 38 9.2 Cost estimating and planning 38 9.2.1 Cost estimating . 38 9.2.2 Project financial information 39 9.2.3 Developme

20、nt cost plan (DCP) . 39 9.2.4 Milestone payment plans 39 9.2.5 Price variation mechanism 39 9.2.6 Geographical distribution 39 9.3 Cost control 40 9.3.1 Original baseline cost plan 40 9.3.2 Current baseline cost plan 40 9.3.3 Estimate at completion (EAC) and estimate to completion (ETC) . 40 9.3.4 P

21、rice variation mechanism 41 9.3.5 Geographical distribution control . 41 9.3.6 Inventory control . 41 9.3.7 Financial audits . 41 9.3.8 Payment milestone achievement 42 9.4 Cost management reporting . 42 9.4.1 Cost and manpower report . 42 9.4.2 Inventory record 42 Bibliography . 84 Figures Figure 4

22、-1: Overall functional analysis 13 Figure 4-2: Business agreement structure example 15 BS EN 16601-60:2014EN 16601-60:2014 (E) 5 Figure 4-3: Business agreement structure schematic . 15 Figure 5-1: Gantt chart example . 22 Figure 5-2: Milestone trend chart example 23 Figure 5-3: Milestone list exampl

23、e 23 Figure A-1 : CBS 44 Tables Table Q-1 : Cost estimate method vs. project phase 79 BS EN 16601-60:2014EN 16601-60:2014 (E) 6 Foreword This document (EN 16601-60:2014) has been prepared by Technical Committee CEN/CLC/TC 5 “Space”, the secretariat of which is held by DIN. This standard (EN 16601-60

24、:2014) originates from ECSS-M-ST-60C. This European Standard shall be given the status of a national standard, either by publication of an identical text or by endorsement, at the latest by February 2015, and conflicting national standards shall be withdrawn at the latest by February 2015. Attention

25、 is drawn to the possibility that some of the elements of this document may be the subject of patent rights. CEN and/or CENELEC shall not be held responsible for identifying any or all such patent rights. This document supersedes EN 13290-7:2001. This document has been developed to cover specificall

26、y space systems and has therefore precedence over any EN covering the same scope but with a wider domain of applicability (e.g. : aerospace). According to the CEN-CENELEC Internal Regulations, the national standards organizations of the following countries are bound to implement this European Standa

27、rd: Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, Former Yugoslav Republic of Macedonia, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spai

28、n, Sweden, Switzerland, Turkey and the United Kingdom. BS EN 16601-60:2014EN 16601-60:2014 (E) 7 Introduction Cost and schedule management is defined as a collective system of organized processes and actions in support of project management. It allows optimal use to be made of human resources, facil

29、ities, materials and funds, thereby achieving a successful completion of the space project with respect to cost targets, timely completion, and technical performance. To this end, costs and activities are planned and actively controlled, with special care being given to the identification of critica

30、l situations that can lead to an adverse impact on the project cost and schedule, so that the relevant recovery actions can be proposed. BS EN 16601-60:2014EN 16601-60:2014 (E) 8 1 Scope The requirements specified herein apply to, and affect the customer and supplier at all levels. This standard may

31、 be tailored for the specific characteristics and constraints of a space project in conformance with ECSS-S-ST-00. BS EN 16601-60:2014EN 16601-60:2014 (E) 9 2 Normative references The following normative documents contain provisions which, through reference in this text, constitute provisions of thi

32、s ECSS Standard. For dated references, subsequent amendments to, or revisions of any of these publications do not apply. However, parties to agreements based on this ECSS Standard are encouraged to investigate the possibility of applying the most recent editions of the normative documents indicated

33、below. For undated references, the latest edition of the normative document referred to apply. EN reference Reference in text Title EN 16601-00-01 ECSS-S-ST-00-01 ECSS system Glossary of terms EN 16601-10 ECSS-M-ST-10 Space project management Project planning and implementation EN 16601-80 ECSS-M-ST

34、-80 Space project management Risk management BS EN 16601-60:2014EN 16601-60:2014 (E) 10 3 Terms, definitions and abbreviated terms 3.1 Terms from other standards For the purpose of this Standard, the terms and definitions from ECSS-S-ST-00-01 apply, in particular for the following terms: cost breakd

35、own structure estimate (cost) at completion estimate (cost) to completion 3.2 Terms specific to the present standard 3.2.1 cost reimbursement contract generic type of business agreement in which payments are depending upon incurred costs 3.2.2 cost estimating process helping in the determination of

36、the expected costs of a project 3.2.3 critical path chain of activities critical to the timely completion of the project 3.2.4 direct manpower cost manpower cost charged to the project using the agreed rates 3.2.5 economic conditions reference period of time during which a set of financial elements

37、(e.g. hourly rates and overheads) are applicable NOTE Reference economic conditions are those prevailing when the decision to commit to the project is taken. Current economic conditions are the conditions prevailing when the service is provided. 3.2.6 fixed price contract generic type of business ag

38、reement in which payments are defined in the business agreement in the form of milestone payment plan(s), and depend upon the achievement of the relevant contractual milestones BS EN 16601-60:2014EN 16601-60:2014 (E) 11 3.3 Abbreviated terms For the purpose of this Standard, the abbreviated terms fr

39、om ECSS-S-ST-00-01 and the following apply: Abbreviation Meaning AIV assembly, integration and verification CBCP current baseline cost plan CBS cost breakdown structure CCN contract change notice CCS country/company structure CIL critical items list CPM critical path method CR cost reimbursement CWP

40、 control work package DCP development cost plan DIL deliverable items list EAC estimate at completion EC economic conditions ETC estimate to completion FP fixed price FFP firm fixed price G highlight any deviations and hence propose remedial actions, with the aim of completing the project within the

41、 given time and financial constraints. Schedule management includes the activities to accomplish timely completion of the project, i.e.: Schedule definition, including activity definition and sequencing, activity duration estimating and schedule baseline establishment; Schedule control, including th

42、e comparison between the current working schedule and the baseline schedule; Schedule reporting. Cost management includes the activities to complete the project within the approved budget, i.e. Cost estimating and planning; Cost control; Cost reporting. The main structures to perform these activitie

43、s are the: Work breakdown structure; Cost breakdown structure; Business agreement structure; Country/company structure. BS EN 16601-60:2014EN 16601-60:2014 (E) 13 Figure 4-1 presents an overall functional analysis of cost and schedule management. Figure 4-1: Overall functional analysis 4.2 Project s

44、tructure 4.2.1 Work breakdown structure A general introduction into the Work Breakdown Structure (WBS) is provided in ECSS-M-ST-10. In the specific context of Cost and Schedule management, the WBS is used as a common tool in the project, assisting its participants in: Conducting tender comparisons a

45、nd business agreement negotiations; Optimizing the distribution of work amongst the different suppliers; Monitoring the schedule of the project: A network of events (e.g. start, complete) and activities (e.g. design, develop and operate) takes place. The logical relationships between the activities

46、allow the producing and completing of the WBS deliverables. Resources (e.g. labour skill, and materials) and responsible organizations (e.g. mechanical engineering department, fabrication department, supplier) can then be identified for each activity. The scope and complexity of the work and the man

47、agement needs for schedule visibility influence the frequency of schedule reporting and their associated levels of detail. Cost management WBS / Business agreement Project schedule (baseline the above-mentioned fixed fee, which does not vary with actual cost; a cost sharing scheme, defining applicab

48、le incentives and penalties depending on how the actual cost spent for the whole project compares with agreed target cost. b. Cost plus incentive fee: it is a cost-reimbursement type of business agreement which provides for the payment of a target fee, which is the fee to be paid to the supplier if

49、the business agreement is executed in accordance with targets specified in the business agreement. Its amount is adjusted depending on whether the suppliers execution of the project is below or above the specifications fixed for the above-mentioned targets. c. Time and material: it is a cost-reimbursement type of business agreement of which the price is determined on the basis of the following elements: average hourly rates or hourly rates per category, including direct as well as indirect charges, general administrative overhead and