Transcript Training & Management Assistance Branch Tile TaskReport Order Competition (TOC) Process UNITED STATES OFFICE OF PERSONNEL MANAGEMENT.

Training & Management
Assistance Branch
Tile
TaskReport
Order Competition
(TOC) Process
UNITED STATES OFFICE OF PERSONNEL MANAGEMENT
1
Message from the President
“Government likes to begin
things - to declare grand new
programs and causes. But
good beginnings are not the
measure of success. What
matters in the end is
completion. Performance.
Results. Not just making
promises, but making good
on promises.”
- George W. Bush
2
Objective
Provide an overview of the
TMA process leading up to
and including the elements of
a Task Order Competition
3
Key Areas of Discussion
• Pre-TOC Activities

TMA Project Manager (PM) Preparation

Contractor Preparation
• The Task Order Competition

Format

Evaluation Criteria

Project Manager Observations
• Evaluation and Project Award
• Q&A Session
4
Pre-TOC Activities (TMA PM)
• Meet with Potential Client

Present TMA Capabilities

Explain TMA Process

Identify Project Requirements
• Develop Statement of Objectives
• Establish Interagency Agreement
• Schedule TOC (5-7 Days)
5
Pre-TOC Activities (TMA Staff) cont’d
• Select Contractors for TOC

Capabilities Manuals

Client Agency’s Recommendation

Contractor’s Knowledge of the Agency

Contractor’s Related Past Performance

Client Agency’s Budget

Other Relevant Factors
Note: Initially, at least one Contractor new to the business
line will be invited to participate in each TOC.
6
Pre-TOC Activities (TMA Staff) cont’d
• Send request to participate
• Prepare TOC Invitations, including:

Name of Client Agency

TOC Date, Time, and Location

Length of presentation

Transmittal method for various documents, as appropriate
 Statement of Objectives (SOO)
 Statement of Requirements (SOR)
 Additional documents

Unique Evaluation Factors for TOC
7
Pre-TOC Activities (TMA Staff) cont’d



Number of attendees (Client and OPM representatives)
(Titles of evaluation panel members if available)
Statement regarding no discussion of SOO/SOR or
presentation with client
Statement regarding submission of questions to OPM, with
cut-off date. Note that all questions and answers will be
shared with all Contractors
• Forward Invitation and SOO/SOR to Contractors
8
Pre-TOC Activities (Contractors)
• Research client agency
• Assemble project team
• Develop presentation (PowerPoint)
• Update staff resumes
• Provide printed copies of materials for clients
• Provide electronic copy of materials for TMA PM
• Determine equipment needs
9
TOC Format
• TMA and Client Meeting

Review Agenda

Review Evaluation Process
 Evaluation Factors and Rating Scale
 Feedback on Presentations
 Consensus
• Contractor Presentations

Introductions

Ground Rules
10
Mandatory TOC Evaluation Criteria
• Understanding the Work Requirements
• Technical Approach to Meeting Client Needs
• Subject-Matter Knowledge
• Key Staff Capabilities & Other Corporate
Resources
• Past Performance & Relevant Project Experience
• Cost Estimate
• Quality of Presentation
11
Project Manager Observations
• Understanding the Work Requirements

Research Client Organization

Don’t Just Parrot the SOO/SOR

Validate Assumptions
• Technical Approach

Keep it Simple

Solutions that Meet SOO/SOR Requirements

Methodology Linked to Past Successes
12
PM Observations (Continued)
• Subject-Matter Knowledge

Internal Experts or Individuals Who Understand the Discipline

Teaming Partners/SMEs Already Under Contract
• Key Staff Resources

Key Team Members in Room, Especially Project Manager

Consider Size and Diversity of Team

Not Everyone Required to Present

Include Slide with Proposed Project Team

Team Dynamics are Important

No Bait and Switch
13
PM Observations (Continued)
• Past Performance

Similar Projects/Products

Quality Samples/Demos with a Connection

Prototype Works Well
• Cost

Written estimate or range, not firm price

Allows comparison among contractors

Include description, justification and assumptions
14
PM Observations (Continued)
• Quality of Presentation

Demonstrated genuine interest

Quality of slides and materials

Speakers were articulate and highly engaged with one
another and client
15
Project Manager Observations
• General Observations

No treats or gifts

Slide presentation aesthetics

Focus is on the client/project, not your firm

Flexibility in presenting (moving between formal and informal)

Coordinated presentation

Time management
16
Evaluation and Project Award
• Achieve consensus
• Document TOC Evaluation Form
• Debrief contractors
17
Next Steps
• Kick-off Meeting
• Management Plan
• Management Plan Review
18
Task Order Competition
Q & A Session
19