ZFCC工期索赔.进展管理(GPCCaR+AACE)

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安装这个技能

基于GPCCAR第9章进展管理框架和AACE EVP认证体系,提供项目进展管理(EVM)的专业指导,强调Quantum Meruit法律基础、及时支付和索赔证据价值。

一句话选型结论

按资料字段整理

ZFCC工期索赔.进展管理(GPCCaR+AACE)是商业运营类的 Agent Skill,安装方式未标注,权限级别未标注,许可证不明确,有可直接复制的安装命令。技能本质是给模型读的说明书,效果取决于模型与客户端;装完先用一个小任务验证,再放进正式流程。

分类商业运营 安装方式未标注 权限级别未标注权限 许可证许可证不明确
累计安装 未标注 本周 未标注
GitHub 星标 未标注 仓库 未标注
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权限级别 未标注权限 安装前请确认风险范围
许可证 许可证不明确 未说明

安装

未标注
在支持 Skills 的客户端里执行,装完问一句「你有哪些技能」验证
skillhub install user_dc233c0a/z11-zfcc-progress-management
  1. 1
    确认客户端支持

    确认你的客户端支持 Skills(Claude、Codex、Cursor 等),并升级到较新的版本。

  2. 2
    拿到技能文件

    执行上面的命令安装;也可以把仓库里的 SKILL.md 手动放进客户端的 skills 目录。

  3. 3
    刷新技能列表

    重新打开客户端,或刷新技能列表,让新放进来的技能被加载。

  4. 4
    验证是否生效

    问一句「你有哪些技能」,确认列表里出现它,再拿一个小任务试跑。

技能档案

商业运营
字段来自技能仓库与公开索引,中文说明由本站标注
作者 / 维护方user_dc233c0a仓库 未标注 · 版本 未标注
宿主客户端未标注技能可被这些客户端加载
安装方式未标注安装包 community
权限级别未标注权限安装前请确认风险范围
许可证未说明许可证不明确,商用前请自行确认条款
仓库可用性available技能仓库当前是否可访问
最近核验未标注上游最后核验时间 · 数据更新 1791709302
正文体量33.9 KBSKILL.md 原文大小,越大说明说明书写得越细

典型使用场景

3 类
按分类整理的常见用法,具体以 SKILL.md 为准
写运营方案

按目标产出活动方案与执行清单。

分析数据与指标

从报表里找问题、给结论。

整理客户与销售材料

把客户信息与话术整理成可直接用的材料。

选择建议

装之前先看这几条
按条目字段给出的判断,不替你决定用不用

值得选的地方

  • 有可直接复制的安装命令,不用自己翻文档找入口。

先想清楚的地方

  • 没有标注权限级别,实际能做什么要装好后确认。
  • 许可证不明确,商用或二次分发前先到仓库确认条款。
  • 没有做站内核验,内容以作者仓库为准。
  • 技能只是说明书,实际效果取决于模型与客户端,装完先用小任务试一遍。

更适合

  • 需要在商业运营场景里给模型补一套做法的人。
  • 愿意先读一遍 SKILL.md、确认它会让模型做什么的人。

不太适合

  • 对许可证要求很严、必须明确可商用的人。
  • 只想装完就自动变强、不打算看说明书的人。

同类对比

6 个同类
同分类里挑最接近的几条,字段以各自详情页为准
技能权限级别安装方式累计安装宿主客户端安装命令
ZFCC工期索赔.进展管理(GPCCaR+AACE)当前 未标注权限 未标注 未标注 未标注 有
MX 股票筛选器 联网访问 ClawHub 市场 79.9 万 OpenClaw 有
交易 未标注权限 ClawHub 市场 58.1 万 OpenClaw 有
营销技巧 只读 ClawHub 市场 54.0 万 OpenClaw 有
百灵鸟好 联网访问 GitHub 仓库 52.6 万 Codex、Claude、Cursor 有
股票信息浏览器 接触敏感数据 ClawHub 市场 40.5 万 OpenClaw 有

SKILL.md 全文

33.9 KB
模型实际读到的说明书原文,来自技能仓库

ZFCC工期索赔.进展管理(GPCCaR+AACE)

版本: v1.0.0
品牌: ZFCC (Zenfo Forensic Claims Consultant)
作者: The Honorable Zenfo(知府大人)
适用地区: 全面覆盖(美国+中国+海合会)
最后更新: 2026-07-01


概述

本SKILL提供从项目进展管理角度加强工期索赔能力的专业指导,基于GPCCAR第9章进展管理框架和AACE EVP认证体系。

核心定位:
- 从"被动索赔分析"升级为"主动进展管理"
- 项目控制人员必备的EVM能力建设指南
- 通过进展管理预防索赔风险、固化证据链
- 基于Quantum Meruit公平原则支持及时支付

核心价值:
- GPCCAR第9章5个子模块全覆盖
- AACE EVP 5个章节知识体系
- EIA-748-E 27个指南实施标准
- Quantum Meruit法律基础与索赔论证
- 进展数据在索赔中的证据价值


目录 / Table of Contents

核心理论 / Core Theory

  • 核心理论框架 / Core Theory Framework
  • 进展管理核心概念与方法 / Progress Management Core Concepts and Methods
  • 实施指南 / Implementation Guide
  • 核心能力 / Core Capabilities

实践应用 / Practical Application

  • 可执行功能 / Executable Functions
  • 实践指导 / Practice Guidance
  • 常见问题 / FAQ
  • 实践案例 / Practice Cases

附录 / Appendix

  • 参考资料 / References
  • 版本历史 / Version History
  • 品牌说明与联系方式 / Brand Description and Contact Information

核心理论框架

本SKILL采用 "GPCCAR第9章 + AACE EVP" 双轨理论:

1. GPCCAR第9章(项目进展管理框架)

GPCCAR第9章提供系统化的进展管理框架,包含5个子模块:

子模块 名称 关键内容 EVM关系
M09-1 导论 EVM定义、Quantum Meruit、与模块12关系 EVM法律基础
M09-2 制定SOP 政策与程序手册、组织适配 EVM实施前提
M09-3 进度采集 实际进度采集、进度计划更新 EV测量
M09-4 数据分析 绩效偏差分析、业主vs承包商PMB EV vs PV vs AC
M09-5 绩效预测 未来绩效预测、EAC/ETC EAC预测

GPCCAR第9章核心价值:
1. 法律基础: Quantum Meruit公平原则
2. 支付支持: 支持及时、公平的支付
3. 索赔关联: 输出是模块12(法证分析)的核心输入
4. 最佳实践: 提供实施指南和检查清单

2. AACE EVP(Earned Value Professional知识体系)

AACE EVP提供完整的EVM知识体系,包含5个章节:

章节 名称 关键内容 考试权重
第1章 Organization(组织) WBS, OBS, RAM, 工作授权 15%
第2章 Planning, Scheduling, and Budgeting PMB, 进度计划, 预算 25%
第3章 Accounting Considerations 实际成本收集, 会计考虑 15%
第4章 Analysis and Management Reports EVM指标, 偏差分析, 预测 35%
第5章 Revisions and Data Maintenance 变更控制, 数据维护 10%

AACE EVP核心价值:
- 提供完整的EVM知识体系
- 适合学习和认证(EVP认证)
- 实践导向

3. EIA-748-E(EVMS标准 - 融入内容)

EIA-748-E提供EVMS实施标准,包含27个指南(5组):

流程组 指南数量 核心要求
1. Organization 4 WBS, OBS, 控制账户
2. Planning, Scheduling, & Budgeting 9 PMB, 进展测量方法
3. Progress Assessment & Data Collection 3 EV测量, AC收集
4. Analysis and Management Reports 7 偏差分析, 预测, 报告
5. Revisions and Data Maintenance 4 变更控制, 数据维护

EIA-748-E核心价值:
- 美国政府项目强制要求
- 提供具体的实施标准
- 适合系统实施和合规检查

4. 三理论对比与集成应用

理论定位:

理论 定位 适用场景
GPCCAR第9章 框架和应用 进展管理框架、法律基础、索赔关联
AACE EVP 知识体系 学习EVM、EVP认证
EIA-748-E 实施标准 系统实施、合规检查

集成应用:
1. 用GPCCAR第9章建立进展管理框架
2. 用AACE EVP学习EVM知识
3. 用EIA-748-E指导系统实施
4. 三者结合,全面覆盖

5. 次要理论简介

ISO 21508:2026:
- 国际EVM标准
- 11步实施流程
- 与GB/T 39888对接

PMBOK EVM Standard:
- PMI的EVM实践标准
- 与PMBOK Guide集成

NASA EVM Handbook:
- CAM职责
- IBR指南

中国GB/T 39888:
- 中国EVM国家标准
- 适用于中国工程项目


进展管理核心概念与方法

1. 绩效测量基线(PMB)

PMB定义:
- 范围基准 + 进度基准 + 成本基准
- 经批准的集成基线
- EVM测量的基准

业主vs承包商PMB差异:

主体 PMB内容 差异原因
承包商 承包商的售价 自身履约成本核算
业主 业主的成本 + 自身工作 + 风险储备 全面项目成本管理

重要提示:
- 业主不能仅对照承包商的PMB计算SPI/CPI
- 会得到过于乐观的指标
- 业主要建立自己的PMB

2. EVM基本指标

核心指标:

指标 公式 含义
PV Planned Value 计划完成工作的预算值
EV Earned Value 实际完成工作的预算值
AC Actual Cost 实际完成工作的实际成本
SV EV - PV 进度偏差(SV<0延误)
CV EV - AC 成本偏差(CV<0超支)
SPI EV / PV 进度绩效指数(SPI<1差)
CPI EV / AC 成本绩效指数(CPI<1差)

计算示例:

假设:
- PV = $1,000,000(计划完成100万)
- EV = $800,000(实际完成80万)
- AC = $900,000(实际花费90万)

则:
- SV = 800,000 - 1,000,000 = -$200,000(延误20万)
- CV = 800,000 - 900,000 = -$100,000(超支10万)
- SPI = 800,000 / 1,000,000 = 0.8(进度绩效差)
- CPI = 800,000 / 900,000 = 0.89(成本绩效差)

3. 预测指标

核心预测指标:

指标 公式 含义
EAC 4种方法 完工估算
ETC EAC - AC 完工尚需估算
VAC BAC - EAC 完工偏差
TCPI (BAC-EV)/(BAC-AC) 完工绩效指数

EAC预测的4种方法:

  1. EAC = BAC / CPI
    - 假设:当前CPI持续到完工
    - 适用:CPI稳定

  2. EAC = AC + (BAC - EV)
    - 假设:剩余工作按预算执行
    - 适用:偏差是特例

  3. EAC = AC + [(BAC - EV) / (CPI × SPI)]
    - 假设:当前CPI和SPI持续到完工
    - 适用:CPI和SPI都不稳定

  4. EAC = AC + Bottom-up ETC
    - 假设:重新估算剩余工作
    - 适用:重大变更或偏差

4. 进展测量方法

5种方法:

  1. 百分比完成法
    - 主观估计完成百分比
    - 优点:简单
    - 缺点:主观性强

  2. 里程碑法
    - 里程碑完成时计100%
    - 优点:客观
    - 缺点:可能不精确

  3. 固定公式法
    - 50/50, 25/75, 0/100
    - 优点:标准化
    - 缺点:可能不准确

  4. 产出测量法
    - 按完成单位比例
    - 优点:准确
    - 缺点:需要明确定义

  5. 独立估计法
    - 与主导工作包成比例
    - 优点:简化
    - 缺点:可能不准确

方法选择原则:
- 客观性优先
- 一致性
- 文档化

5. Quantum Meruit法律基础

Quantum Meruit原则:
- 拉丁语:"应得的价值"
- 公平原则:按实际完成的工作量支付

美国法院判定条件:
1. 提供了有价值的服务
2. 服务是提供给被告的
3. 被告接受、使用并享用了该服务
4. 被告知晓原告提供服务时期望获得报酬

及时支付的重要性:
- 承包商营运资金短缺是履约不佳的核心诱因
- 是争议索赔的核心诱因
- 及时支付可降低这些风险

在索赔中的应用:
- 证明已完成工作的价值
- 支持付款请求
- 论证公平支付


实施指南

1. 进展管理系统建立步骤(5个子模块)

步骤1:M09-1 导论
- 理解EVM概念和益处
- 理解Quantum Meruit原则
- 获得管理层承诺

步骤2:M09-2 制定SOP
- 编制《进展管理政策与程序手册》
- 明确进展测量方法
- 培训项目团队

步骤3:M09-3 进度采集
- 建立进度采集流程
- 定义采集频率(daily/weekly/monthly)
- 培训CAM

步骤4:M09-4 数据分析
- 建立EVM指标计算流程
- 建立偏差分析流程
- 建立报告流程

步骤5:M09-5 绩效预测
- 建立EAC/ETC预测流程
- 建立趋势分析
- 建立纠正措施流程

2. 绩效测量基线(PMB)开发

PMB开发步骤:

  1. 批准WBS
    - 分解项目范围
    - 定义工作包

  2. 批准进度计划
    - 制定CPM进度计划
    - 批准基准进度

  3. 批准预算
    - 成本估算
    - 预算分配

  4. 集成PMB
    - 集成范围、进度、成本
    - 生成S曲线

  5. 批准PMB
    - 管理层批准
    - 发布基线

PMB维护:
- 变更受控
- 重新基准化流程
- 版本控制

3. 进度采集与数据分析

进度采集:
- 频率:daily采集, weekly跟踪, monthly报告
- 方法:按定义的进展测量方法
- 工具:进度管理软件

数据分析:
- 计算EVM指标
- 分析偏差
- 预测完工
- 生成报告

4. 偏差分析与预测

偏差分析步骤:

  1. 计算SV, CV, SPI, CPI
  2. 识别显著偏差(超过阈值)
  3. 分析根本原因
  4. 评估影响
  5. 建议纠正措施

预测步骤:

  1. 选择EAC预测方法
  2. 计算EAC, ETC, TCPI
  3. 分析趋势
  4. 更新预测

5. 管理报告与决策

报告内容:
- 执行摘要
- EVM指标
- 偏差分析
- 预测
- 问题与风险
- 纠正措施

报告对象:
- 项目团队
- 管理层
- 客户

决策支持:
- 基于数据做决策
- 采取纠正措施
- 更新计划

6. 及时支付与索赔预防

及时支付流程:

  1. 测量EV(基于客观进展)
  2. 验证EV(质量检查)
  3. 批准EV
  4. 及时付款(按合同)

索赔预防:

  1. 建立PMB(明确基准)
  2. 定期测量进展(同期记录)
  3. 及时支付(减少资金压力)
  4. 沟通与协作(减少争议)

核心能力

本SKILL提供以下核心能力:

1. 进展管理系统建立与维护

  • 建立GPCCAR第9章框架
  • 制定SOP
  • 建立PMB
  • 维护基线

2. EVM指标计算与分析

  • 计算PV, EV, AC
  • 计算SV, CV, SPI, CPI
  • 分析偏差
  • 趋势分析

3. 绩效预测与趋势分析

  • 计算EAC, ETC, TCPI
  • 选择合适预测方法
  • 趋势分析
  • 风险识别

4. 管理报告与决策支持

  • 生成进展报告
  • 可视化数据
  • 支持决策
  • 沟通与协调

5. 进展数据在索赔中的应用

  • 收集进展数据作为证据
  • 分析EVM数据支持索赔
  • 编写索赔报告
  • Quantum Meruit论证

6. Quantum Meruit论证

  • 理解Quantum Meruit原则
  • 收集支付证据
  • 论证公平支付
  • 支持索赔

可执行功能

本SKILL提供以下Python脚本:

1. evm_metrics_calculator.py(EVM指标计算器)

  • 计算所有EVM指标
  • 输入:project_data.json
  • 输出:evm_metrics.csv

2. eia748_compliance_checker.py(EIA-748合规检查器)

  • 检查EIA-748-E合规情况
  • 输入:evm_system_data.json
  • 输出:compliance_report.txt

3. performance_forecast_analyzer.py(绩效预测分析仪)

  • 比较4种EAC预测方法
  • 输入:evm_history.csv
  • 输出:forecast_analysis.xlsx

4. variance_analysis_assistant.py(偏差分析助手)

  • 分析SV/CV偏差根本原因
  • 输入:evm_metrics.csv + project_context.json
  • 输出:variance_analysis.docx

5. gpccar_compliance_checker.py(GPCCAR第9章合规检查器)

  • 检查5个子模块实施情况
  • 输入:progress_management_data.json
  • 输出:gpccar_compliance_report.txt

6. quantum_meruit_analyzer.py(Quantum Meruit分析器)

  • 分析支付是否公平
  • 支持索赔论证
  • 输入:payment_data.json + evm_metrics.csv
  • 输出:quantum_meruit_analysis.docx

实践指导

最佳实践

  1. 简化开始:从小项目开始EVM实施
  2. 培训团队:确保团队理解EVM
  3. 使用工具:使用EVM软件
  4. 定期审查:定期审查和优化
  5. 持续改进:基于经验改进

常见陷阱

  1. PMB不完整:确保集成范围、进度、成本
  2. 进展测量主观:使用客观方法
  3. 不及时测量:定期测量(至少每月)
  4. 不分析根本原因:深入分析偏差
  5. 不采取行动:基于数据做决策
  6. 业主用承包商PMB:业主要建立自己的PMB

常见问题

Q1: EVM适用于所有项目吗?
A: 不是。EVM适用于需要严格成本和进度控制的项目,通常是大型、复杂、高风险项目。

Q2: 如何选择进展测量方法?
A: 优先客观性,保持一致性,文档化方法选择。

Q3: 如何确定显著偏差?
A: 设定阈值(如SV/CV > 5%或>$50,000),超过阈值需分析。

Q4: 如何预测EAC?
A: 根据项目情况选择方法。CPI稳定用方法1,重大变更用方法4。

Q5: Quantum Meruit如何支持索赔?
A: 证明已完成工作的价值,论证公平支付,支持付款请求。


参考资料

本SKILL参考以下资料:

  1. GPCCAR第9章进展管理框架 - Planning Planet
  2. AACE EVP Certification Study Guide (3rd 2015) - AACE International
  3. EIA-748-E (2026) - SAE International
  4. ISO 21508:2026 - ISO
  5. PMBOK EVM Standard (2019) - PMI
  6. NASA EVM Implementation Handbook - NASA
  7. 中国GB/T 39888-2021 - 中国国家标准

详细内容请参考references/目录下的文件。


实践案例

案例1:大型基建项目 - EVM实施

项目背景:
- 公路建设项目
- 合同额:5亿美元
- 工期:3年

EVM实施:
1. 建立WBS(5层)
2. 制定PMB
3. 每月测量进展
4. 计算EVM指标

成果:
- 提前2个月识别进度延误
- 采取纠正措施,避免重大延误
- 成本控制在预算内(CPI=1.02)

案例2:海外EPC项目 - Quantum Meruit论证

项目背景:
- 电力EPC项目
- 合同额:8亿美元
- 业主延误提供场地

Quantum Meruit论证:
1. 证明提供了有价值的服务(EV数据)
2. 证明业主接受并使用了服务(进度报告)
3. 证明期望获得报酬(合同条款)
4. 支持工期延长和费用索赔

结果:
- 索赔成功
- 获得工期延长3个月
- 获得费用索赔500万美元


版本历史

v1.1.0 (2026-07-02)
- 优化description、添加目录、提供完整中英对照

v1.0.0 (2026-07-01)
- 初始版本
- 基于GPCCAR第9章和AACE EVP
- 包含6个Python脚本
- 8个参考资料文档


最后更新:2026-07-01
作者:The Honorable Zenfo(知府大人)
品牌:ZFCC (Zenfo Forensic Claims Consultant)


ℹ️ 品牌说明与联系方式

品牌说明

ZFCC (Zenfo Forensic Claims Consultant) 是The Honorable Zenfo(知府大人)创立的独立专业品牌,专注于国际工程索赔与争议解决。

专业性保证:
- 所有内容基于权威国际标准(AACE、RICS、SCL、FIDIC等)
- 结合实际工程项目经验
- 持续更新以反映最新实践

联系方式

作者:The Honorable Zenfo(知府大人)
邮箱:xzf_83@qq.com
IMA知识库:ZFCC工程索赔(评论区留言,推荐方式)

专业咨询:
- 国际工程工期索赔
- 法证 schedule analysis
- 仲裁准备与专家证人


END of SKILL.md (Chinese Version)

> 最后更新 / Last Updated: 2026-07-02



Complete English Version

Overview

This SKILL provides professional guidance on strengthening delay claim capability from the project progress management perspective, based on GPCCAR Chapter 9 Progress Management Framework and AACE EVP Certification System.

Core Positioning:
- Upgrade from "passive claim analysis" to "active progress management"
- Essential EVM capability building guide for project control personnel
- Prevent claim risks and solidify evidence chain through progress management
- Support timely payment based on Quantum Meruit fair principle

Core Value:
- Full coverage of 5 sub-modules in GPCCAR Chapter 9
- AACE EVP 5-chapter knowledge system
- EIA-748-E 27 guidelines implementation standard
- Quantum Meruit legal foundation and claim argumentation
- Evidence value of progress data in claims


Table of Contents

Core Theory

  • Core Theory Framework
  • Progress Management Core Concepts and Methods
  • Implementation Guide
  • Core Capabilities

Practical Application

  • Executable Functions
  • Practice Guidance
  • FAQ
  • Practice Cases

Appendix

  • References
  • Version History
  • Brand Description and Contact Information

Core Theory Framework

This SKILL adopts "GPCCAR Chapter 9 + AACE EVP" dual-track theory:

1. GPCCAR Chapter 9 (Project Progress Management Framework)

GPCCAR Chapter 9 provides a systematic progress management framework, containing 5 sub-modules:

Sub-module Name Key Content EVM Relationship
M09-1 Introduction EVM definition, Quantum Meruit, relationship with Module 12 EVM legal foundation
M09-2 Develop SOP Policy and procedure manual, organizational adaptation EVM implementation prerequisite
M09-3 Progress Collection Actual progress collection, schedule update EV measurement
M09-4 Data Analysis Performance variance analysis, Owner vs Contractor PMB EV vs PV vs AC
M09-5 Performance Forecasting Future performance forecasting, EAC/ETC EAC forecasting

GPCCAR Chapter 9 Core Value:
1. Legal Foundation: Quantum Meruit fair principle
2. Payment Support: Support timely and fair payment
3. Claim Relevance: Output is core input for Module 12 (Forensic Analysis)
4. Best Practices: Provide implementation guide and checklist

2. AACE EVP (Earned Value Professional Knowledge System)

AACE EVP provides a complete EVM knowledge system, containing 5 chapters:

Chapter Name Key Content Exam Weight
Chapter 1 Organization WBS, OBS, RAM, work authorization 15%
Chapter 2 Planning, Scheduling, and Budgeting PMB, schedule, budget 25%
Chapter 3 Accounting Considerations Actual cost collection, accounting considerations 15%
Chapter 4 Analysis and Management Reports EVM metrics, variance analysis, forecasting 35%
Chapter 5 Revisions and Data Maintenance Change control, data maintenance 10%

AACE EVP Core Value:
- Provides complete EVM knowledge system
- Suitable for learning and certification (EVP certification)
- Practice-oriented

3. EIA-748-E (EVMS Standard - Integrated Content)

EIA-748-E provides EVMS implementation standard, containing 27 guidelines (5 groups):

Process Group Number of Guidelines Core Requirements
1. Organization 4 WBS, OBS, control accounts
2. Planning, Scheduling, & Budgeting 9 PMB, progress measurement methods
3. Progress Assessment & Data Collection 3 EV measurement, AC collection
4. Analysis and Management Reports 7 Variance analysis, forecasting, reporting
5. Revisions and Data Maintenance 4 Change control, data maintenance

EIA-748-E Core Value:
- Mandatory for US government projects
- Provides specific implementation standards
- Suitable for systematic implementation and compliance checking

4. Three-Theory Comparison and Integrated Application

Theory Positioning:

Theory Positioning Applicable Scenario
GPCCAR Chapter 9 Framework and application Progress management framework, legal foundation, claim relevance
AACE EVP Knowledge system Learning EVM, EVP certification
EIA-748-E Implementation standard Systematic implementation, compliance checking

Integrated Application:
1. Use GPCCAR Chapter 9 to establish progress management framework
2. Use AACE EVP to learn EVM knowledge
3. Use EIA-748-E to guide systematic implementation
4. Combine all three for comprehensive coverage

5. Secondary Theories Introduction

ISO 21508:2026:
- International EVM standard
- 11-step implementation process
- Alignment with GB/T 39888

PMBOK EVM Standard:
- PMI's EVM practice standard
- Integrated with PMBOK Guide

NASA EVM Handbook:
- CAM responsibilities
- IBR guidelines

China GB/T 39888:
- China EVM national standard
- Applicable to China engineering projects


Progress Management Core Concepts and Methods

1. Performance Measurement Baseline (PMB)

PMB Definition:
- Scope baseline + Schedule baseline + Cost baseline
- Approved integrated baseline
- Baseline for EVM measurement

Owner vs Contractor PMB Differences:

Entity PMB Content Difference Reason
Contractor Contractor's bid price Own performance cost accounting
Owner Owner's cost + own work + risk reserve Comprehensive project cost management

Important Note:
- Owner cannot calculate SPI/CPI only against contractor's PMB
- Will get overly optimistic indicators
- Owner should establish own PMB

2. EVM Basic Indicators

Core Indicators:

Indicator Formula Meaning
PV Planned Value Budgeted value of work planned
EV Earned Value Budgeted value of work performed
AC Actual Cost Actual cost of work performed
SV EV - PV Schedule variance (SV<0 delay)
CV EV - AC Cost variance (CV<0 over budget)
SPI EV / PV Schedule performance index (SPI<1 poor)
CPI EV / AC Cost performance index (CPI<1 poor)

Calculation Example:

Assume:
- PV = $1,000,000 (planned to complete 1M)
- EV = $800,000 (actually completed 800K)
- AC = $900,000 (actually spent 900K)

Then:
- SV = 800,000 - 1,000,000 = -$200,000 (delay 200K)
- CV = 800,000 - 900,000 = -$100,000 (over budget 100K)
- SPI = 800,000 / 1,000,000 = 0.8 (poor schedule performance)
- CPI = 800,000 / 900,000 = 0.89 (poor cost performance)

3. Forecasting Indicators

Core Forecasting Indicators:

Indicator Formula Meaning
EAC 4 methods Estimate at completion
ETC EAC - AC Estimate to complete
VAC BAC - EAC Variance at completion
TCPI (BAC-EV)/(BAC-AC) To-complete performance index

4 Methods for EAC Forecasting:

  1. EAC = BAC / CPI
    - Assumption: Current CPI continues to completion
    - Applicable: CPI stable

  2. EAC = AC + (BAC - EV)
    - Assumption: Remaining work performed as budgeted
    - Applicable: Variance is one-time

  3. EAC = AC + [(BAC - EV) / (CPI × SPI)]
    - Assumption: Current CPI and SPI continue to completion
    - Applicable: Both CPI and SPI unstable

  4. EAC = AC + Bottom-up ETC
    - Assumption: Re-estimate remaining work
    - Applicable: Major change or variance

4. Progress Measurement Methods

5 Methods:

  1. Percent Complete Method
    - Subjectively estimate percent complete
    - Advantage: Simple
    - Disadvantage: Subjective

  2. Milestone Method
    - 100% when milestone completed
    - Advantage: Objective
    - Disadvantage: May not be precise

  3. Fixed Formula Method
    - 50/50, 25/75, 0/100
    - Advantage: Standardized
    - Disadvantage: May not be accurate

  4. Output Measurement Method
    - Proportional to completed units
    - Advantage: Accurate
    - Disadvantage: Needs clear definition

  5. Independent Estimate Method
    - Proportional to dominant work package
    - Advantage: Simplified
    - Disadvantage: May not be accurate

Method Selection Principles:
- Objectivity first
- Consistency
- Documented

5. Quantum Meruit Legal Foundation

Quantum Meruit Principle:
- Latin: "As much as he deserves"
- Fair principle: Pay based on actual work completed

US Court Determination Conditions:
1. Provided valuable services
2. Services were provided to defendant
3. Defendant accepted, used, and enjoyed the services
4. Defendant knew plaintiff expected payment when services were provided

Importance of Timely Payment:
- Contractor working capital shortage is core cause of poor performance
- Is core cause of dispute claims
- Timely payment reduces these risks

Application in Claims:
- Prove value of completed work
- Support payment requests
- Argue for fair payment


Implementation Guide

1. Progress Management System Establishment Steps (5 Sub-modules)

Step 1: M09-1 Introduction
- Understand EVM concepts and benefits
- Understand Quantum Meruit principle
- Obtain management commitment

Step 2: M09-2 Develop SOP
- Prepare "Progress Management Policy and Procedure Manual"
- Define progress measurement methods
- Train project team

Step 3: M09-3 Progress Collection
- Establish progress collection process
- Define collection frequency (daily/weekly/monthly)
- Train CAMs

Step 4: M09-4 Data Analysis
- Establish EVM metrics calculation process
- Establish variance analysis process
- Establish reporting process

Step 5: M09-5 Performance Forecasting
- Establish EAC/ETC forecasting process
- Establish trend analysis
- Establish corrective action process

2. Performance Measurement Baseline (PMB) Development

PMB Development Steps:

  1. Approve WBS
    - Decompose project scope
    - Define work packages

  2. Approve Schedule
    - Develop CPM schedule
    - Approve baseline schedule

  3. Approve Budget
    - Cost estimating
    - Budget allocation

  4. Integrate PMB
    - Integrate scope, schedule, cost
    - Generate S-curve

  5. Approve PMB
    - Management approval
    - Issue baseline

PMB Maintenance:
- Changes controlled
- Re-baselining process
- Version control

3. Progress Collection and Data Analysis

Progress Collection:
- Frequency: Daily collection, weekly tracking, monthly reporting
- Method: According to defined progress measurement methods
- Tool: Schedule management software

Data Analysis:
- Calculate EVM metrics
- Analyze variances
- Forecast completion
- Generate reports

4. Variance Analysis and Forecasting

Variance Analysis Steps:

  1. Calculate SV, CV, SPI, CPI
  2. Identify significant variances (exceed threshold)
  3. Analyze root causes
  4. Assess impact
  5. Recommend corrective actions

Forecasting Steps:

  1. Select EAC forecasting method
  2. Calculate EAC, ETC, TCPI
  3. Analyze trends
  4. Update forecast

5. Management Reporting and Decision Making

Report Content:
- Executive summary
- EVM metrics
- Variance analysis
- Forecasting
- Issues and risks
- Corrective actions

Report Audience:
- Project team
- Management
- Client

Decision Support:
- Make decisions based on data
- Take corrective actions
- Update plans

6. Timely Payment and Claim Prevention

Timely Payment Process:

  1. Measure EV (based on objective progress)
  2. Verify EV (quality check)
  3. Approve EV
  4. Pay timely (according to contract)

Claim Prevention:

  1. Establish PMB (clear baseline)
  2. Regularly measure progress (contemporaneous records)
  3. Pay timely (reduce financial pressure)
  4. Communication and collaboration (reduce disputes)

Core Capabilities

This SKILL provides the following core capabilities:

1. Progress Management System Establishment and Maintenance

  • Establish GPCCAR Chapter 9 framework
  • Develop SOP
  • Establish PMB
  • Maintain baseline

2. EVM Metrics Calculation and Analysis

  • Calculate PV, EV, AC
  • Calculate SV, CV, SPI, CPI
  • Analyze variances
  • Trend analysis

3. Performance Forecasting and Trend Analysis

  • Calculate EAC, ETC, TCPI
  • Select appropriate forecasting method
  • Trend analysis
  • Risk identification

4. Management Reporting and Decision Support

  • Generate progress reports
  • Visualize data
  • Support decision making
  • Communication and coordination

5. Progress Data Application in Claims

  • Collect progress data as evidence
  • Analyze EVM data to support claims
  • Prepare claim reports
  • Quantum Meruit argumentation

6. Quantum Meruit Argumentation

  • Understand Quantum Meruit principle
  • Collect payment evidence
  • Argue for fair payment
  • Support claims

Executable Functions

This SKILL provides the following Python scripts:

1. evm_metrics_calculator.py (EVM Metrics Calculator)

  • Calculate all EVM metrics
  • Input: project_data.json
  • Output: evm_metrics.csv

2. eia748_compliance_checker.py (EIA-748 Compliance Checker)

  • Check EIA-748-E compliance
  • Input: evm_system_data.json
  • Output: compliance_report.txt

3. performance_forecast_analyzer.py (Performance Forecast Analyzer)

  • Compare 4 EAC forecasting methods
  • Input: evm_history.csv
  • Output: forecast_analysis.xlsx

4. variance_analysis_assistant.py (Variance Analysis Assistant)

  • Analyze SV/CV variance root causes
  • Input: evm_metrics.csv + project_context.json
  • Output: variance_analysis.docx

5. gpccar_compliance_checker.py (GPCCAR Chapter 9 Compliance Checker)

  • Check 5 sub-modules implementation
  • Input: progress_management_data.json
  • Output: gpccar_compliance_report.txt

6. quantum_meruit_analyzer.py (Quantum Meruit Analyzer)

  • Analyze whether payment is fair
  • Support claim argumentation
  • Input: payment_data.json + evm_metrics.csv
  • Output: quantum_meruit_analysis.docx

Practice Guidance

Best Practices

  1. Start Simple: Start EVM implementation from small projects
  2. Train Team: Ensure team understands EVM
  3. Use Tools: Use EVM software
  4. Regular Review: Regularly review and optimize
  5. Continuous Improvement: Improve based on experience

Common Pitfalls

  1. Incomplete PMB: Ensure integration of scope, schedule, cost
  2. Subjective Progress Measurement: Use objective methods
  3. Not Measuring Timely: Regular measurement (at least monthly)
  4. Not Analyzing Root Causes: Deep analysis of variances
  5. Not Taking Action: Make decisions based on data
  6. Owner Using Contractor PMB: Owner should establish own PMB

FAQ

Q1: Is EVM applicable to all projects?
A: No. EVM is applicable to projects requiring strict cost and schedule control, usually large, complex, high-risk projects.

Q2: How to select progress measurement method?
A: Prioritize objectivity, maintain consistency, document method selection.

Q3: How to determine significant variance?
A: Set threshold (e.g., SV/CV > 5% or >$50,000), analyze if exceeds threshold.

Q4: How to forecast EAC?
A: Select method based on project situation. Use Method 1 if CPI stable, use Method 4 if major change.

Q5: How does Quantum Meruit support claims?
A: Prove value of completed work, argue for fair payment, support payment requests.


References

This SKILL references the following materials:

  1. GPCCAR Chapter 9 Progress Management Framework - Planning Planet
  2. AACE EVP Certification Study Guide (3rd 2015) - AACE International
  3. EIA-748-E (2026) - SAE International
  4. ISO 21508:2026 - ISO
  5. PMBOK EVM Standard (2019) - PMI
  6. NASA EVM Implementation Handbook - NASA
  7. China GB/T 39888-2021 - China National Standard

For detailed content, please refer to files in references/ directory.


Practice Cases

Case 1: Large Infrastructure Project - EVM Implementation

Project Background:
- Highway construction project
- Contract Amount: $500 million
- Duration: 3 years

EVM Implementation:
1. Established WBS (5 levels)
2. Developed PMB
3. Measured progress monthly
4. Calculated EVM metrics

Results:
- Identified schedule delay 2 months in advance
- Took corrective actions, avoided major delay
- Cost controlled within budget (CPI=1.02)

Case 2: Overseas EPC Project - Quantum Meruit Argumentation

Project Background:
- Power EPC project
- Contract Amount: $800 million
- Owner delayed providing site

Quantum Meruit Argumentation:
1. Proved provided valuable services (EV data)
2. Proved owner accepted and used services (progress reports)
3. Proved expected payment (contract terms)
4. Supported extension of time and cost claim

Results:
- Claim successful
- Obtained 3 months extension of time
- Obtained $5 million cost claim


Version History

v1.0.0 (2026-07-01)
- Initial version
- Based on GPCCAR Chapter 9 and AACE EVP
- Includes 6 Python scripts
- 8 reference materials


Last Updated: 2026-07-02
Author: The Honorable Zenfo (知府大人)
Brand: ZFCC (Zenfo Forensic Claims Consultant)


Brand Description and Contact Information

Brand Description

ZFCC (Zenfo Forensic Claims Consultant) is an independent professional brand founded by The Honorable Zenfo (知府大人), focusing on international engineering claims and dispute resolution.

Professionalism Guarantee:
- All content based on authoritative international standards (AACE, RICS, SCL, FIDIC, etc.)
- Combined with actual engineering project experience
- Continuously updated to reflect latest practices

Contact Information

Author: The Honorable Zenfo (知府大人)
Email: xzf_83@qq.com
IMA Knowledge Base: ZFCC Engineering Claims (leave message in comment section, recommended method)

Professional Consultation:
- International engineering delay claims
- Forensic schedule analysis
- Arbitration preparation and expert witness


END of SKILL.md (English Version)

常见问题

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ZFCC工期索赔.进展管理(GPCCaR+AACE)怎么安装?

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