1I n t e g r i t y - S e r v i c e - E x c e l l e n c eUNCLASSIFIED – For Official Use Only

[Briefer][date]

[Program TitleMAJCOM]

Annual Execution Review For AFPEO/CM

2

Status: F416XX-01-C-00XX (Awd: 17 Jul 03) (Full & Open)• Contract Type: FPIF/FPAF• POP: 6 years (Oct 03 – Sep 09)• Option: 4 of 5 (1 Oct 07 - 30 Sep 08) •Task Orders Competed: Actions: 80%; Obligated: 65% • Last CPARS: 2007 Last CSAI: Excellent

•Recompete - Rqrmt sub. in mid- 2008

Budget Execution:

• Total Contract Value: $$$$• Total Ceiling: $$$$• Total Obligation to Date: $$$$

• 2008 Total Contract Price: $$$$• Obligation/Target/Ceiling: $$$ / $$$ / $$$• NTE/Spend: $$$ / $$$• Incentive Fee: 20% / 80% > Target < 50% / 50%• 2008 Award Fee: 70%, 73%, 62%, 67%

Jack AFB Aircraft Maintenance

Background:Performs aircraft maintenance Fir T-38C and T-6 at Jack AFB to support a multi-national organization comprised of 13 nations chartered as the Joint Jet Pilot Training Program Program. This program supports the 99 OG, RAF, and GAF.

Contract/Program Issues:• 5 of 30 Svc Delivery Summary failed

• Msn Impact…• Cost Overrun• Budget Execution…

• Health & Welfare Costs…• Collective Bargaining Agmt…

Mitigation of issues (risks): • KTR re-trng personnel• Reducing weekend flying in out yr

PCO: XYC CONS ACO: 89 CONS FDO: 99 FTW/CC QAEs: 3Contractor: ABC Corp (if SB, put type) Major Sub: If applicable

PCO: XYC CONS ACO: 89 CONS FDO: 99 FTW/CC QAEs: 3Contractor: ABC Corp (if SB, put type) Major Sub: If applicable

G

Y

G

Cost

Budget

Performance

Qlty Schd $ Ctrl Bus Rel Mgt

VG VG S VG S

FY03 FY04 FY05 FY06 FY07 FY08

$34M $34M $34M $34M $38M $38M

Sample data in light blue, provide explanation in notes. Include only

relevant information.

See notes for further explanation

3

Contract/Program Issue Jack AFB Aircraft MX Services

Issue: Cost overruns exceeded ceiling every contract year by about $3M

Assessment:

- Government exposure limited by low contract price ceiling, 3% above target cost

- High levels of performance are maintained in all areas

Root Cause: Bid Errors

- Fire Protection used wrong CBA rate; contributes about $1.2M annually to total overrun

- Community services errors; impact roughly $400 - 500 K annually

Impact:

- Government shares 60% up to ceiling, about $500K per year

Mitigation:

- Government monitors performance to identify any degradation

- Service provider uses process mapping within self-led employee teams to reduce costs

- Service provider offsets overrun, in part, with underruns in IT, Logistics, O&M

- Financial reports indicate FY07 overrun is reduced to about $1M

4

Performance Objectives

• Provide detail of performance objective not met or trends and actions taken to correct by contractor, or get well plan

• Provide noteworthy positive information on contractor performance

• Also provide detail on any item not coded green on the stoplight chart. Need significant detail to ensure briefing to Leadership is clear

Discuss any Performance Objectives not met, or note worthy objectives that exceeded the threshold.

5

Cost – Summary

Contract/Option Value at Award: $___.___M Modifications (List by major categories, explain in notes)

Delete (___.___M)

Add ___.___M

Current Contract/Option Value $___.___M

Show cost information for the period of performance being reported. Explain changes on the chart or in the notes

6

Performance HistorySource Selection Sensitive IAW FAR 3.104

CPARS FY__ FY__ FY__ FY__ FY__ FY__

Quality of Service S V V V S S

Schedule M S U S S V

Cost Control S V S S M S

Business Relations S S V V S S

Mgt of Key Personnel V S M S E V

CSAI Rating S V S M S S

Legend

E Excellent

V Very Good

S Satisfactory

M Marginal

U Unsat.

7

Financial Execution

0

5

10

15

20

25

30

35

40

45

FY## FY## FY## FY## FY## FY##

Obligation

Target

Ceiling

0

5

10

15

20

25

30

35

FY## FY## FY## FY## FY## FY##

Expenditure

NTE

Total Incentive CLINSTotal Incentive CLINS Total Reimbursable CLINSTotal Reimbursable CLINS

30

35

40

45

50

55

60

65

FY## FY## FY## FY## FY##

Initial Value

Adjusted Value

Yr Obligation

Total Estimated Contract ValueTotal Estimated Contract Value

Sample of single Award “C” contract with Incentive and

Reimbursable CLINS.

Include ceiling and obligations to date, forecasted

obligations/ expenditures.

Exceeding Target or NTE must be explained with

mitigation plan in notes. Use only charts required.

Obligation

CLINS FY## Total

Incentive $$$ $$$

Reimbursable $$$ $$$

FP $$$ $$$

Total $$$$ $$$$

See notes for further explanation

8

Award Fee Plan

Summary chart of Award Fee Plan Include qualitative and numerical rating

thresholds

9

Award Fee Summary

Period

(Dates)

Technical

Performance

Management Cost Schedule Overall Period

Evaluation %

Qualitative Rating

Award Fee Pool ($)

Fee Determination

($)

Tailor chart based on Award Fee Structure (i.e. qtrly/annual award, etc). Indicate if there is a base fee; focus on addressing any issues, especially

repeat issues in notes page. Include all fees awarded over life of contract.

10

Subcontract Summary

Small Business Summary

Area Goal Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual %

SB

SDB

WOB

HUBZone

Vet SB

Vet SDB

Address SB contract structure, status, % of contract and any issues in notes page

• List Major Subcontractors, what they provide, and whether they are Large or Small Business

11

Current POCs

PM: Phone: Email: Organization:

PCO: Phone: Email: Organization:

ACO: Phone: Email: Organization:

HQ POC: Phone: Email:

12

13

Status: F416XX-01-D-00XX (Awd: 17 Jul 03) (Full&Open)• POP: 6 years (Oct 03 – Sep 09)• Option: 4 of 5 (1 Oct 07 - 30 Sep 08) • Contract: MAC IDIQ FPIF/FPAF/FFP/CPIF

• Task Orders Competed: Actions: 80%; Obligated: 65%• Customer: 80% AF, 20% Other DoD

• Recompete - Rqrmt sub. in mid- 2008

• Total Contract Value: $$$$• Program Ceiling: $$$$• Program Obligation to Date: $$$$

AF Tech Support Services

Background:Provides worldwide planning, site management, commodities, construction, repair, services, infrastructure and emergency support services, and limited environmental support to Air Force Bases Worldwide

Contract/TO/Program Issues:

Mitigation of issues (risks):

PCO: XYC CONS ACO: 89 CONS FDO: 99 FTW/CC QAEs: 3PCO: XYC CONS ACO: 89 CONS FDO: 99 FTW/CC QAEs: 3

G

Y

G

Cost

Budget

Performance

FY03 FY04 FY05 FY06 FY07 FY08

$34M $34M $34M $34M $38M $38M

Sample data in light blue, provide explanation in notes.

CPARS Qlty Schd $ Ctrl Bus Rel MgtRMB VG VG S VG S

CJTY VG VG S VG S

Ramseys VG VG S VG S

DotCom VG VG S VG S

Budget Execution:

If there are to many contractors to fit in a chart on

the slide, just list the contractor name.

See notes for further explanation

14

Contract/Program Issue Issue: Cost overruns exceeded ceiling every contract year by about $3M

Assessment:

- Government exposure limited by low contract price ceiling, 3% above target cost

- High levels of performance are maintained in all areas

Root Cause: Bid Errors

- Fire Protection used wrong CBA rate; contributes about $1.2M annually to total overrun

- Community services errors; impact roughly $400 - 500 K annually

Impact:

- Government shares 60% up to ceiling, about $500K per year over total contract

Mitigation:

- Government monitors performance to identify any degradation

- Service provider uses process mapping within self-led employee teams to reduce costs

- Service provider offsets overrun, in part, with underruns in IT, Logistics, O&M

- Financial reports indicate FY07 overrun is reduced to about $1M

15

Performance Objectives

• Provide detail of performance objective not met or trends and actions taken to correct by contractor, or get well plan

• Provide noteworthy positive information on contractor performance

• Also provide detail on any item not coded green on the stoplight chart. Need significant detail to ensure briefing to Leadership is clear

Discuss any Performance Objectives not met, or noteworthy objectives that exceeded the threshold. If all objectives are met

in a satisfactory manner, chart may be deleted.

16

Administration

Decentralized Ordering Management Discuss AF Oversight process and status of

decentralized orders

0%

17%

57%

13%13%

NaveArmyAir ForceOther DoDOther Agency

Customers SupportedCustomers Supported

TOs IssuedTOs Issued (57% Centralized)

% Qty Amt

AFMC 60% $2.5M

AETC 5% $0.7M

AMC 2% $0.5M

USA 1% $0.3M

17

Financial Execution

2008Total Contract

Oblig. Ceiling

RMB $30M $250M

CJTY $10M $250M

Ramseys $50M $250M

DotCom $40M $250M

TOTAL $130M

Total Contract

Total Contract

Oblig. Ceiling

RMB $80M $250M

CJTY $20M $250M

Ramseys $75M $250M

DotCom $50M $250M

TOTAL $225M $250M

Sample of MAC contract.

Total Program StatusTotal Program Status

Use notes to provide further explanation as

necessary.

18

Task Order Execution

2008# Tasks Orders Competition Rate TOs Exceed

Target/NTEProposed Awd

TOs Won* Dollars Awd

RMB 7 5 72% 23% 1

CJTY 10 7 70% 8% 0

Ramseys 10 10 100% 38% 0

DotCom 3 2 66% 31% 2

Summary 24Total Pgm Competed TOs:

95%3

Total Contract

# Task OrdersCompetition Rate

TOs Exceed Target/NTEProposed Awd

TOs Won* Dollars Awd

RMB 30 25 83% 36% 5

CJTY 25 15 60% 8% 1

Ramseys 60 30 50% 33% 0

DotCom 30 10 33% 22% 6

Summary 80 Total Pgm Competed TOs: 85% 10

Sample of MAC contract.

* Based on the number of TOs the contractor submitted a proposal.

Use notes to provide further explanation as necessary.

19

Task Orders with Major Changes

Task Order Value at Award: $___.___M Modifications (List by major deviations greater than 10%

value of task order, explain in notes) Delete

(___.___M) Add ___.___M

Current Task Order Value $___.___M

Show cost information for the period of performance being reported. Explain changes on the chart or in the notes.

20

Award Fee PlanRMB

Summary chart of Award Fee Plan Include qualitative and numerical rating

thresholds FDO

21

Award Fee RecordRMB

Task Order

Period

(Dates)

Technical

Performance

Management Cost Schedule Qualitative Rating

Award Fee Pool ($)

Fee Determination

$

Overall Period

Evaluation %

Total

Tailor chart based on Award Fee Structure (i.e. qtrly/annual award, etc). Indicate if there is a base fee; focus on addressing any issues, especially

repeat issues in notes page

22

Performance HistorySource Selection Sensitive IAW FAR 3.104

CPARS

RMB CJTY Ramseys DotCom

F

Y

0

3

F

Y

0

4

F

Y

0

5

F

Y

0

6

F

Y

0

7

F

Y

0

3

F

Y

0

4

F

Y

0

5

F

Y

0

6

F

Y

0

7

F

Y

0

3

F

Y

0

4

F

Y

0

5

F

Y

0

6

F

Y

0

7

F

Y

0

3

F

Y

0

4

F

Y

0

5

F

Y

0

6

F

Y

0

7

Quality of Service

V S S M S S U S S S S S V V S S S S V S

Schedule S U S S S S S M S U S U S S M M S M S S

Cost Control S V S U V S S S V S S S V S S U S M U S

Business Relations

U S M S V S M S V V V V V V V S S S S V

Mgt of Key Personnel

S S V V S S S U S S S S M S V S V V S S

CSAI Rating V S M S S S V V V S S M S S S S V S M S

Legend

E Excellent

V Very Good

S Satisfactory

M Marginal

U Unsat.

23

Subcontract Summary

Small Business Summary

 SB

GoalSB

ActualSDB Goal

SDB Actual

WOB Goal

WOB Actual

HUB Goal

HUB Actual

VETSB Goal

VETSB Actual

VetSDB Goal

VetSDB Actual

RMB 25.0% 0.0% 7.0% 0.0% 5.0% 0.0% 4.0% 0.0% 5.0% 0.0% 4.0% 0.0%

CJTY 23.0% 100.0% 5.0% 0.0% 5.0% 7.0% 3.0% 0.0% 3.0% 0.0% 3.0% 0.0%

Ramseys 30.0% 12.1% 6.0% 0.0% 6.0% 0.0% 3.1% 0.0% 7.4% 0.0% 3.1% 0.0%

DotCom 25.0% 67.0% 5.0% 17.0% 5.0% 7.0% 3.0% 0.0% 3.0% 3.0% 3.0% 3.0%

Met/Exceeded  

Did Not Meet  

Not Applicable  

Address SB contract structure, status, % of contract and any issues in notes page

• List Major Subcontractors, what they provide, and whether they are Large or Small Business

24

Current POCs

PM: Phone: Email: Organization:

PCO: Phone: Email: Organization:

ACO: Phone: Email: Organization:

HQ POC: Phone: Email: