Tabular Format (TF!/SeeSOR) Lifecycle Approach to Services Procurement

1. Tabular Format (TF!/SeeSOR) Lifecycle Approach to Services Procurement Presented By: ASC Group Inc.

2. SOW Development Contract Re-let Biddable RFPs Monitoring and Performance Reporting Evaluation of Bids Implementation and Management Services Procurement TF! & SeeSOR are fully Integrated Lifecycle Services Procurement Management Products

3. Tabular Format (TF!) Very Disciplined and Structured Approach to Contracting for Services Foundation for Contract & Relationship Management Rigorous Definition of Required Service Disciplined & Timely Assessment of Responses

4. Tabular Format (TF!) SOW

5. Various Methods for Specifying Performance • Cost vs. Innovation • An attempt to reduce the “perceived” risk of Contractor poor performance through the use of prescriptive requirements will result in higher costs as innovation is suppressed. Watchkeeping Cost Specified Methodology Performance Innovation

6. SOW Development Contract Re-let Biddable RFPs Monitoring and Performance Reporting Evaluation of Bids Implementation and Management Services Procurement TF! & SeeSOR are fully Integrated Lifecycle Services Procurement Management Products

7. TF! Evaluation Analysis

8. TF! Evaluation Analysis Contractor Furnished Material Contractor Furnished Equipment and Facilities Other Contractor Expenses

9. TF! Evaluation Analysis Price charged for each section Cost build up for each section Difference between Price charged and Cost build up

10. TF! Evaluation Analysis

11. TF! Evaluation Documentation Functional Section Overall Evaluation Line Item Evaluation

12. TF! Technical Evaluation Results

13. TF! Technical Evaluation Results

14. TF! Technical Evaluation Results

15. SOW Development Contract Re-let Biddable RFPs Monitoring and Performance Reporting Evaluation of Bids Implementation and Management Services Procurement TF! & SeeSOR are fully Integrated Lifecycle Services Procurement Management Products

16. TF! Amendment Analysis

17. SOW Development Contract Re-let Biddable RFPs Monitoring and Performance Reporting Evaluation of Bids Implementation and Management Services Procurement TF! & SeeSOR are fully Integrated Lifecycle Services Procurement Management Products

18. SeeSOR QA Plan

19. SeeSOR Scheduling

20. SeeSOR Analysis

21. SOW Development Contract Re-let Biddable RFPs Monitoring and Performance Reporting Evaluation of Bids Implementation and Management Services Procurement TF! & SeeSOR are fully Integrated Lifecycle Services Procurement Management Products

22. TF! Results • Reduces acquisition time from 18-36 months to 12 months or less. • Short cut to 50% - 60% reduction in cost of procurement. • Savings realized earlier. • Strong defensible audit trail supports customer decisions IF protested. • Over 50 projects worldwide have been awarded using the Tabular Format (TF!) methodology and software suite with a government protest win rate of 3 out of 3.

23. DND CRS TF! Review Results(1998 based on the pre-award phase for 4 pilot TF! projects) • “the introduction of TF has already shown some positive benefits” • “SOWs developed using TF were clear, biddable and enforceable. The TF process allows for a performance-oriented SOW.” • “The TF evaluation process is as good as or better than other methodologies.” • CRS recommendation that DND retain central TF expertise has been implemented in order to minimize time and expense.

24. SeeSOR Results • CFB Goose Bay reduced DND monitoring staff from 14 to 4 following full implementation of SeeSOR. • 4 projects where the Contractor initiated the use of SeeSOR. • For at least 1 of those projects, SeeSOR was the deciding factor in the award decision .

25. Case Study – Diego Garcia B.I.O.T. • 1980 USCINCPACFLT commissions study of base operations alternatives • Government estimate • 1,700 Government personnel • $40 M+ per year • 1999 (larger scope than originally envisaged) • 1,500 Contractor personnel • $21 M per year

26. Integrated Lifecycle Competitions Contract Cost Constant $ Constant Scope Constant Scope and $ $30M $30M $25M $25M $20M $20M $15M $15M $10M $10M $5M $5M $0 $0 Yr 5 Yr 4 Yr 6 Yr 1 Yr 2 Yr 3 Yr 4 Yr 5 Yr 1 Yr 2 Yr 3 Yr 4 Yr 5 Yr 1 Yr 2 Yr 3 Non-TF! Methodology TF! Introduced TF! Re-Compete

27. Lifecycle Contracting with PBSC(Performance-based Service Contract) • Independent Event Contracting • Each contract tendering, amendment or additional work requirement is treated independently. • Resource-based Service Contract (RBSC) • Service requirements are generally defined without performance standards and selection and compensation approaches are based on the provision of resources rather than the delivery of outputs. PBSC RBSC Independent Event Contracting Lifecycle Contracting

28. Like stones in an archway… Contractor Compensation Basis of Payment • For quantity compensation, consider: • Cost reimbursable • Firm price • For quality compensation, consider: • Objective assessment • Qualitative assessment Contract Management & Administration Evaluation & Selection • Service solution evaluation: • Criteria linked to SOW • Detailed responses, including solution description, resources and costing, linked to the criteria • Generation of questions against each Contractor’s solution • Quantity management: • Quantity tracking system • Quality management: • Monitoring • Corrective Action Requests • Quality reporting • Performance Incentive Fee • Multiple bid periods with question & answer process: • A, Q, U criteria ratings • Generation of a short-list based on relative scoring • Issuance of evaluator questions to short-listed Contractors • Cost management: • Cost control • Payment certification • Relationship management: • Performance Incentive Fee • Joint progress review meetings • Joint contract management training • Executive Steering Committees • Government estimate: • Validate performance specification • Provide reference point for evaluation • Performance Specification • Use structured approach such as Tabular Format to define each service as follows: • Write/verb-noun statement of service • Define quantity in measurable terms • Define quality in measurable terms • Explain how the performance will be assessed • Specify inputs and processes only if necessary