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XXXX SYSTEMS, INC. Proprietary Information

XXX, 2013

Program Name: GSA/FSS Blanket Purchase Agreement (BPA) competition for IT Application Development Support Services

Customer: Bureau of Labor Statistics (BLS)Solicitation #: DOL132J11881

Presented by: Ned Merrill

Information Technology | Program Management Support | Training and Logistics | Software Development | Engineering | Statistical Programs

www.XXXXsystems.com

Prepared by: Ned Merrill

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XXXX SYSTEMS, INC. Proprietary Information

• Review/critique the Proposal in much the same way the customer will evaluate the final product. Priorities:– Compliance…are we compliant with sections D PWS, and

labor category descriptions (this RFQ does not have M, L, and SOW)

– Discriminators…what distinguishes XXXX Team from other teams?

– Themes/value-added items…what elements will the customer feel are important?

– Strengths and Weaknesses…how do we leverage our strengths and overcome our weaknesses?

– Ghosts…what do we say that might discredit one or more of the competitors?

– Overall do we lead the evaluator to a positive impression?Provide POSITIVE feedback that will improve WIN probability.

Objectives

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XXXX SYSTEMS, INC. Proprietary Information

• Make DETAILED notes and recommendations directly on the proposal copy.

• Priorities: compliance, discriminators, themes, strengths, weaknesses, ghosts, overall impression.

• Use the summary feedback forms (last slide) to capture and consolidate our top-level comments to include:– Compliance, Messages, Strengths, Weaknesses,

Recommendations

BE CONSTRUCTIVE!

Ground Rules

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XXXX SYSTEMS, INC. Proprietary Information

Section D– Proposal Organization (No section L or M)Section D– Proposal Organization (No section L or M)

i. A fifty (50) page (Arial, 12 point; 1-inch margins) limitation has been set for the Technical Quote. Excluded from this limit is the transmittal letter, title page, quote index or table of content, list of figures and abbreviations, organizational charts, resumes of key personnel, contingency offers, teaming arrangements if necessary, past performance questionnaires, executive summary, Sample Task Technical Quote, and Supporting Documentation in section ix. The Questionnaires are excluded from the page count because the Contractors should send the questionnaires to their references, and the references will return them directly to BLS.

ii. Contractors must submit a comprehensive Technical Quote to provide a basis for sound evaluation by the Government. Quotes that merely offer to provide the requirements as specified in the solicitation, or ―parrot back the requirements of the solicitation, may be determined technically unacceptable. The Technical Quote shall be composed of the following:

i. Quote Index Summary ii. Executiveiii. Technical Approach iv. Management Approach v. Key Personnel Qualifications vi. Transition Plan-Both Phase In and Phase Out vii. Accuracy of Resumes viii. Past Performance ix. Supporting Documentation

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XXXX SYSTEMS, INC. Proprietary Information

Section D – Solicitation Provisions (No section L or M)Section D – Solicitation Provisions (No section L or M)

REQUEST FOR QUOTATION (RFQ): GSA/FSS Blanket Purchase Agreement (BPA) competition for IT Application Development Support Services

iii. Each quote shall clearly demonstrate that the Contractor understands both the general and specific technical requirements of the PWS. Failure to explain Contractor’s ability to meet all requirements may result in the Contractor's quote not being considered. Clarity and completeness of quotes are of the utmost importance; therefore, quotes must be written in a practical, clear, and concise manner.

iv. The narrative shall provide the Government with a reasonable assurance that the company has the relevant experience, capacity, and capability required to meet potential BPA requirements. Contractors must also provide labor category descriptions including education, qualifications, and certifications EXACTLY as stated in their Schedule contract (no variations from Schedule contract categories or descriptions allowed) with a cross-reference to the proposed labor category described in the PWS. While the individual Contractor’s Schedule contract labor categories will be used for Task Orders, this cross reference will be used to ensure understanding of key Government requirements. A restatement of the PWS will be deemed unacceptable and may result in the assignment of a lower technical rating.

Reference pages D4 to D9 of the RFQ for instructions to offers and evaluation factorsReference pages C1 to C4 of the RFQ for the PWSReference pages C5 to C32 of the RFQ for the labor category descriptions

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XXXX SYSTEMS, INC. Proprietary Information

Win Themes/DiscriminatorsWin Themes/DiscriminatorsSubject Matter Knowledge – We Understand Statistics. We walk in our customer’s shoes.Software Development, IT and Analytics are core competencies for XXXX so we understand how interrelated these technologies are.•XXXX is under contract with Census Bureau in several Directorates (Census R&D 2014, Census Web Transformation Services)). We know how our work impacts BLS.•XXXX has statisticians, software and IT staff experienced in analytics. •XXXX is committed to BLS as demonstrated by proposed PM, Ms. Francine Brailsford, who recently managed Census GSS and is ITIL/PMP certified.•We understand independent scientific integrity http://www.bls.gov/bls/integrity.htm

Quality Management – Reduces Management RisksXXXX is CMMI L3 and Services certified, ISO 9001:2008 certified, and applies Six Sigma VOC to assure outstanding performance. •XXXX will integrate BLS task order delivery into our quality programs to provide industry leading performance.•XXXX is certified at CMMI L3 as well as for Services, granted only to a select few contractors, and its continuous process improvement increases quality, reduces errors, improves cost efficiency, assures continuity of service and supports scientific integrity. •The XXXX has a management portal that will provide BLS real time visibility and reporting of performance metrics starting on day one of the contract.

Technical Experience - Low Risk TeamXXXX has the critical staff and subcontractor to mitigate risk. •XXXX has demonstrated success at US Census, and agency z in providing services within the scope of work under task order type contracts. •XXXX has well-established and exclusive teaming relationship with Gunnison, a successful contractor at DOL.•The XXXX team has XX staff available to support.•We have extensive recruiting capabilities and provide a benefit program to assure employees skill base remains up-to date as well as progressive assignments that assist employee career development, resulting in low workforce turnover

Organized for Results XXXX provides an agile and responsive corporate structure located in nearby Alexandra, Virginia. •Our PM, Ms. Francine Brailsford, has direct authority over the project and all subcontractors. - We should play up Francine (Korky)•Local leadership with IT, software and statistical experience who can make corporate decisions affecting the project.•XXXX is structured and well prepared to respond to task order requests.•XXXX’s lean corporate structure reduces cost and potential administrative delays.

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XXXX SYSTEMS, INC. Proprietary Information

Page Allocation - AuthorsSection Page Limit Assigned To:

Cover VickiCover Letter Marie1. Index (Table of Contents) Vicki2 Executive Summary Ned3. Technical Approach 1 Ned3.1 System Development Methodology 2.25 Francine3.2 System Development (Java, JSP,.Net, SAS, and SQL) 2.25 Christine3.3.Enterprise Level Database Support 2.25 Rayn3.4 Enterprise Level Applications Support 2.25 Francine3.5 Website Support 2.25 M.Dailey3.6 Requirements Analyses Support 2.25 T Dickson3.7 Acceptance and Integration Test Support 2.25 Francine3.8 Configuration Management Support 2.25 M.Dailey3.9 Information Technology Security Support 2.25 T. Brown3.10 IT Capital Planning Support 2.25 Christine4. Management Approach 2 Ned4.1 Management Approach 3 Ned4.2 Contract Mgt. & Comm. 4 Ned4.3 Quality Management 1 Ned4.4 Fault & Disruption Management 2 Ned4.5 Service Quality Eval & Improvement 0.5 Ned4.6 Corrective Action Plan 0.5 Ned4.7 Credential Screen of Staff 0.5 Ned5. Key Personnel 1 Francine6. Transition Plan 9 Ned7. Accuracy of Resumes 0.5 Ned8. Past Performance 2 Ed9. Supporting Documents9.1 Key Staff Resume Francine9.2 Subcontracts Vicki9.3 Performance Standards9.4 Miscellaneous Docs.

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XXXX SYSTEMS, INC. Proprietary Information

Assignments Pink

Section Lead Reviewer* Reviewer**1. Quote Index Summary All All2. Executive3. Technical Approach 4. Management Approach 5. Key Personnel Qualifications 6. Transition Plan7. Accuracy of Resumes 8. Past Performance 9. Supporting Documentation All All

*Lead Reviewers consolidate comments for their section**Reviewers are welcome to review all sections. At a minimum, review as assigned.

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XXXX SYSTEMS, INC. Proprietary Information

Pink Team Review Comment SheetPink Team Review Comment Sheet

Blue Green Yellow Red

DATE: 13 July 2013

REVIEWER:

SECTION:

OVERALL COLOR RANKING:

COMPLIANCE TO RFP REQUIREMENTS:

ABILITY TO GLEAN MESSAGE:

STRENGTHS:

WEAKNESSES:

RECOMMENDATIONS FOR IMPROVEMENT: