Good morning, 
Please let me know if anyone is interested in sharing knowledge regarding Rules of Credit.  I envision this as an open forum comparing how expert leaders are measuring / validating percentage complete utilizing rules of credit.

------------------------------
Paula Rokosny
Green Brook NJ
1 (732) 424-8604
------------------------------

There are some recent publications on this topic that can show what is immediately available in our library:

Progress Earning Rules of Credit and Their Impact on Cash Flow, Ferdinand R. Karbowski, Jr. PSP, 2020 AACE International Transactions, CSC-3441, AACE International, Morgantown, WV, 2020

Progress Measurement for Owners, Ferdinand R. Karbowski, Jr. PSP, 2019 AACE International Transactions, OWN-3222, AACE International, Morgantown, WV, 2019

Construction Progress Measurement Tool for Small Projects, Syd Daneshyar; Peter Walker, 2014 AACE International Transactions, PS.1597, AACE International, Morgantown, WV, 2014

------------------------------
Dan Melamed CCP EVP
Program Analyst
U.S. Department of Energy
1 (301) 775-7286
Disclaimer: this e-mail represents the view of its sender. This e-mail was not prepared as a product of the U.S. Government including the Department of Energy; no official endorsement should be inferred.
------------------------------

Original Message:
Sent: 07-27-2022 09:29
From: Dan Melamed
Subject: Engineering EV | Rules of Credit Discussion

All

This would be an interesting discussion- something that would be a very worthwhile paper for the AACE Expo as well as a Recommended Practice.

I look forward to seeing a discussion on this topic.

Best

Dan 

--

Dan Melamed CCP, EVP. FAACE
Member Technical Board
National Capital Section Director
AACE International
 
TEL (301) 775-7286
e-mail: dan.melamed.dc@gmail.com

 

Disclaimer: this e-mail represents the view of its sender.  This
e-mail was not prepared as a product of the U.S. Government including
the Department of Energy; no official endorsement should be inferred

As discussed - here are several articles that discuss rules of credit.

Progress Earning Rules of Credit and Their Impact on Cash Flow, Ferdinand R. Karbowski, Jr. PSP, 2020 AACE International Transactions, CSC-3441, AACE International, Morgantown, WV, 2020

Progress Measurement for Owners, Ferdinand R. Karbowski, Jr. PSP, 2019 AACE International Transactions, OWN-3222, AACE International, Morgantown, WV, 2019

Construction Progress Measurement Tool for Small Projects, Syd Daneshyar; Peter Walker, 2014 AACE International Transactions, PS.1597, AACE International, Morgantown, WV, 2014

------------------------------
Dan Melamed CCP EVP
Program Analyst
U.S. Department of Energy
1 (301) 775-7286
Disclaimer: this e-mail represents the view of its sender. This e-mail was not prepared as a product of the U.S. Government including the Department of Energy; no official endorsement should be inferred.
------------------------------

Original Message:
Sent: 07-27-2022 09:41
From: Dan Melamed
Subject: Engineering EV | Rules of Credit Discussion

There are some recent publications on this topic that can show what is immediately available in our library:

Progress Earning Rules of Credit and Their Impact on Cash Flow, Ferdinand R. Karbowski, Jr. PSP, 2020 AACE International Transactions, CSC-3441, AACE International, Morgantown, WV, 2020

Progress Measurement for Owners, Ferdinand R. Karbowski, Jr. PSP, 2019 AACE International Transactions, OWN-3222, AACE International, Morgantown, WV, 2019

Construction Progress Measurement Tool for Small Projects, Syd Daneshyar; Peter Walker, 2014 AACE International Transactions, PS.1597, AACE International, Morgantown, WV, 2014

------------------------------
Dan Melamed CCP EVP
Program Analyst
U.S. Department of Energy
1 (301) 775-7286
Disclaimer: this e-mail represents the view of its sender. This e-mail was not prepared as a product of the U.S. Government including the Department of Energy; no official endorsement should be inferred.
------------------------------


Original Message:
Sent: 07-27-2022 09:29
From: Dan Melamed
Subject: Engineering EV | Rules of Credit Discussion

All

This would be an interesting discussion- something that would be a very worthwhile paper for the AACE Expo as well as a Recommended Practice.

I look forward to seeing a discussion on this topic.

Best

Dan 

--

Dan Melamed CCP, EVP. FAACE
Member Technical Board
National Capital Section Director
AACE International
 
TEL (301) 775-7286
e-mail: dan.melamed.dc@gmail.com

 

Disclaimer: this e-mail represents the view of its sender.  This
e-mail was not prepared as a product of the U.S. Government including
the Department of Energy; no official endorsement should be inferred

@Mammad Yusubov

------------------------------
Joao Dias, MSc, PGDip, PSP, PMI-SP
Director, London UK
------------------------------

Original Message:
Sent: 07-27-2022 11:08 AM
From: Dan Melamed
Subject: Engineering EV | Rules of Credit Discussion

As discussed - here are several articles that discuss rules of credit.

Progress Earning Rules of Credit and Their Impact on Cash Flow, Ferdinand R. Karbowski, Jr. PSP, 2020 AACE International Transactions, CSC-3441, AACE International, Morgantown, WV, 2020

Progress Measurement for Owners, Ferdinand R. Karbowski, Jr. PSP, 2019 AACE International Transactions, OWN-3222, AACE International, Morgantown, WV, 2019

Construction Progress Measurement Tool for Small Projects, Syd Daneshyar; Peter Walker, 2014 AACE International Transactions, PS.1597, AACE International, Morgantown, WV, 2014

------------------------------
Dan Melamed CCP EVP
Program Analyst
U.S. Department of Energy
1 (301) 775-7286
Disclaimer: this e-mail represents the view of its sender. This e-mail was not prepared as a product of the U.S. Government including the Department of Energy; no official endorsement should be inferred.
------------------------------


Original Message:
Sent: 07-27-2022 09:41
From: Dan Melamed
Subject: Engineering EV | Rules of Credit Discussion

There are some recent publications on this topic that can show what is immediately available in our library:

Progress Earning Rules of Credit and Their Impact on Cash Flow, Ferdinand R. Karbowski, Jr. PSP, 2020 AACE International Transactions, CSC-3441, AACE International, Morgantown, WV, 2020

Progress Measurement for Owners, Ferdinand R. Karbowski, Jr. PSP, 2019 AACE International Transactions, OWN-3222, AACE International, Morgantown, WV, 2019

Construction Progress Measurement Tool for Small Projects, Syd Daneshyar; Peter Walker, 2014 AACE International Transactions, PS.1597, AACE International, Morgantown, WV, 2014

------------------------------
Dan Melamed CCP EVP
Program Analyst
U.S. Department of Energy
1 (301) 775-7286
Disclaimer: this e-mail represents the view of its sender. This e-mail was not prepared as a product of the U.S. Government including the Department of Energy; no official endorsement should be inferred.


Original Message:
Sent: 07-27-2022 09:29
From: Dan Melamed
Subject: Engineering EV | Rules of Credit Discussion

All

This would be an interesting discussion- something that would be a very worthwhile paper for the AACE Expo as well as a Recommended Practice.

I look forward to seeing a discussion on this topic.

Best

Dan 

--

Dan Melamed CCP, EVP. FAACE
Member Technical Board
National Capital Section Director
AACE International
 
TEL (301) 775-7286
e-mail: dan.melamed.dc@gmail.com

 

Disclaimer: this e-mail represents the view of its sender.  This
e-mail was not prepared as a product of the U.S. Government including
the Department of Energy; no official endorsement should be inferred

Thank you for sharing @Dan Melamed.

------------------------------
Fred MESSINA
------------------------------

Original Message:
Sent: 07-27-2022 11:08 AM
From: Dan Melamed
Subject: Engineering EV | Rules of Credit Discussion

As discussed - here are several articles that discuss rules of credit.

Progress Earning Rules of Credit and Their Impact on Cash Flow, Ferdinand R. Karbowski, Jr. PSP, 2020 AACE International Transactions, CSC-3441, AACE International, Morgantown, WV, 2020

Progress Measurement for Owners, Ferdinand R. Karbowski, Jr. PSP, 2019 AACE International Transactions, OWN-3222, AACE International, Morgantown, WV, 2019

Construction Progress Measurement Tool for Small Projects, Syd Daneshyar; Peter Walker, 2014 AACE International Transactions, PS.1597, AACE International, Morgantown, WV, 2014

------------------------------
Dan Melamed CCP EVP
Program Analyst
U.S. Department of Energy
1 (301) 775-7286
Disclaimer: this e-mail represents the view of its sender. This e-mail was not prepared as a product of the U.S. Government including the Department of Energy; no official endorsement should be inferred.
------------------------------


Original Message:
Sent: 07-27-2022 09:41
From: Dan Melamed
Subject: Engineering EV | Rules of Credit Discussion

There are some recent publications on this topic that can show what is immediately available in our library:

Progress Earning Rules of Credit and Their Impact on Cash Flow, Ferdinand R. Karbowski, Jr. PSP, 2020 AACE International Transactions, CSC-3441, AACE International, Morgantown, WV, 2020

Progress Measurement for Owners, Ferdinand R. Karbowski, Jr. PSP, 2019 AACE International Transactions, OWN-3222, AACE International, Morgantown, WV, 2019

Construction Progress Measurement Tool for Small Projects, Syd Daneshyar; Peter Walker, 2014 AACE International Transactions, PS.1597, AACE International, Morgantown, WV, 2014

------------------------------
Dan Melamed CCP EVP
Program Analyst
U.S. Department of Energy
1 (301) 775-7286
Disclaimer: this e-mail represents the view of its sender. This e-mail was not prepared as a product of the U.S. Government including the Department of Energy; no official endorsement should be inferred.


Original Message:
Sent: 07-27-2022 09:29
From: Dan Melamed
Subject: Engineering EV | Rules of Credit Discussion

All

This would be an interesting discussion- something that would be a very worthwhile paper for the AACE Expo as well as a Recommended Practice.

I look forward to seeing a discussion on this topic.

Best

Dan 

--

Dan Melamed CCP, EVP. FAACE
Member Technical Board
National Capital Section Director
AACE International
 
TEL (301) 775-7286
e-mail: dan.melamed.dc@gmail.com

 

Disclaimer: this e-mail represents the view of its sender.  This
e-mail was not prepared as a product of the U.S. Government including
the Department of Energy; no official endorsement should be inferred

Look forward to reading these Dan, thanks. From my own experience, creating a non-sbujective form of Progress Measurement, can be, well... very subjective :D

Regards,

Rob

------------------------------
Robert Farrell
Director
Linesight
Dundee
00447800833186
robert.farrell@linesight.com
------------------------------

Original Message:
Sent: 07-27-2022 11:08 AM
From: Dan Melamed
Subject: Engineering EV | Rules of Credit Discussion

As discussed - here are several articles that discuss rules of credit.

Progress Earning Rules of Credit and Their Impact on Cash Flow, Ferdinand R. Karbowski, Jr. PSP, 2020 AACE International Transactions, CSC-3441, AACE International, Morgantown, WV, 2020

Progress Measurement for Owners, Ferdinand R. Karbowski, Jr. PSP, 2019 AACE International Transactions, OWN-3222, AACE International, Morgantown, WV, 2019

Construction Progress Measurement Tool for Small Projects, Syd Daneshyar; Peter Walker, 2014 AACE International Transactions, PS.1597, AACE International, Morgantown, WV, 2014

------------------------------
Dan Melamed CCP EVP
Program Analyst
U.S. Department of Energy
1 (301) 775-7286
Disclaimer: this e-mail represents the view of its sender. This e-mail was not prepared as a product of the U.S. Government including the Department of Energy; no official endorsement should be inferred.
------------------------------


Original Message:
Sent: 07-27-2022 09:41
From: Dan Melamed
Subject: Engineering EV | Rules of Credit Discussion

There are some recent publications on this topic that can show what is immediately available in our library:

Progress Earning Rules of Credit and Their Impact on Cash Flow, Ferdinand R. Karbowski, Jr. PSP, 2020 AACE International Transactions, CSC-3441, AACE International, Morgantown, WV, 2020

Progress Measurement for Owners, Ferdinand R. Karbowski, Jr. PSP, 2019 AACE International Transactions, OWN-3222, AACE International, Morgantown, WV, 2019

Construction Progress Measurement Tool for Small Projects, Syd Daneshyar; Peter Walker, 2014 AACE International Transactions, PS.1597, AACE International, Morgantown, WV, 2014

------------------------------
Dan Melamed CCP EVP
Program Analyst
U.S. Department of Energy
1 (301) 775-7286
Disclaimer: this e-mail represents the view of its sender. This e-mail was not prepared as a product of the U.S. Government including the Department of Energy; no official endorsement should be inferred.


Original Message:
Sent: 07-27-2022 09:29
From: Dan Melamed
Subject: Engineering EV | Rules of Credit Discussion

All

This would be an interesting discussion- something that would be a very worthwhile paper for the AACE Expo as well as a Recommended Practice.

I look forward to seeing a discussion on this topic.

Best

Dan 

--

Dan Melamed CCP, EVP. FAACE
Member Technical Board
National Capital Section Director
AACE International
 
TEL (301) 775-7286
e-mail: dan.melamed.dc@gmail.com

 

Disclaimer: this e-mail represents the view of its sender.  This
e-mail was not prepared as a product of the U.S. Government including
the Department of Energy; no official endorsement should be inferred

Hello Paula,

Sorry for the delayed response.  Rules of credit apply to EVT 0/100, 25/50/75/100, 33/66/100 (in engineering do not every use 99%, it will never go past that!), 50/50.  I have used these in all types of programs including Agile, research and development, LRIP, manufacturing, construction, logistics, and design.  They are very much focused on the duration of the activities and the relationship to the reporting calendar, when the scope is hard to objectively take % on.  

What are you looking for specifically? 

------------------------------
Michael Marcell EVP PSP
Vice President
K2 Consulting
Bethesda MD
(240) 876-4833
mmarcell@k2consulting.com
------------------------------