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Information Visualization Solutions
March 15, 2007
Information Visualization Solutions
VETS Team Kick-Off
Welcome Pen Bay VETS Team Members
CAPT Ann S. Yahner, USN (Ret.) President & General Manager Penobscot Bay Media LLC
Team Member Introductions
Introduction
Welcome Pen Bay VETS Team Members
Overall Goal Build Team trust, strong relationships and active
participation from all member companies
Kick-Off Goals Discuss the prime contract and subcontract
agreement Explain Team management and marketing Cover the Team proposal process and task order
management
Introduction
Welcome Pen Bay VETS Team Members
Logistics Meeting Materials in 3-Ring Binder Beverages & snacks on back table Restrooms > Out the door and to the left Mute your cell phones Coffee Breaks at approximately 10:45 & 3:15 Lunch served here at around 12:15 Plan to conclude our meeting today around 5:30,
followed by a social hour and drinks
Introduction
Welcome Pen Bay VETS Team Members
P. David Berez Principal Partner Penobscot Bay Media LLC
Stu Rich Principal Partner, GIS Practice Manager Penobscot Bay Media LLC
Introduction
Welcome Pen Bay VETS Team Members
Schedule & Agenda Thursday ~ Day 1: Strategic Sessions
8:00am – 6:30pm ~ The Farmhouse Conference Center
VETS GWAC Contract Overview John Enright, Consultant to Penobscot Bay Media
Pen Bay VETS Master Subcontract Agreement Tim White, Comptroller, Penobscot Bay Media
Introduction
Welcome Pen Bay VETS Team Members
Schedule & Agenda
Pen Bay VETS Team Members: Overview & Analysis Michael Hardy, Deputy Program Manager, Pen Bay VETS
Pen Bay VETS Team Management & Responsibilities Lt. Col. Frank Yahner, USMC (Ret.) Program Manager, Pen Bay VETS
Introduction
Welcome Pen Bay VETS Team Members
Schedule & Agenda
Pen Bay VETS Team Approach to Marketing & Sales Michael Hardy, Deputy Program Manager, Pen Bay VETS
Daily Wrap-up ~ Open Q&A
Cocktail Hour from 5:30 to 6:30
Enjoy your Evening!
Introduction
Welcome Pen Bay VETS Team Members
Schedule & Agenda Friday ~ Day 2: Nuts & Bolts Sessions
7:30am – 12:30pm ~ The Farmhouse Conference Center
Pen Bay VETS Portal: Introductory Training Heidi Hunt, Project Manager, Penobscot Bay Media
Opportunity Evaluation & Task Proposal Process Michael Hardy, Deputy Program Manager, Pen Bay VETS
Introduction
Welcome Pen Bay VETS Team Members
Schedule & Agenda
Task Order Management Stu Rich, Principal Partner & GIS Practice Manager,
Penobscot Bay Media
Meeting Wrap-up: Open Q&A
Enjoy the rest of your stay in Maine!
Introduction
Welcome Pen Bay VETS Team Members
Lt. Col. Frank Yahner, USMC (Ret.) Program Manager Pen Bay VETS GWAC
Introduction
Information Visualization Solutions
March 15, 2007
Information Visualization Solutions
VETS GWAC Contract Overview ~ John Enright
VETS GWAC Contract Overview
VETS GWAC Contract Sections Section B. Supplies or Services and Prices/Cost Section C. Statement of Work Section D. Packaging and Marking Section E. Inspection and Acceptance Section F. Deliveries or Performance Section G. Contract Administration Data Section H. Special Contract Requirements Section I. Contract Clauses Section J. List of Attachments
John Enright
Information Visualization Solutions
March 15, 2007
Information Visualization Solutions
Coffee Break
Information Visualization Solutions
March 15, 2007
Information Visualization Solutions
Master Subcontract Agreement ~ Tim White
Goals of This Session
Present Pen Bay VETS Master Subcontract Agreement (MSA) Rationale and Intention
Review MSA Sections Excellent Feedback from Team Members Additional Review by Pen Bay Principals
Improved language More accurately reflect how we will manage subcontractors Draft “best & final” common subcontractor agreement
Revised MSA to be released on or before 23 March 2007
Discuss Proposed Changes and Suggestions
Introduce Roles & Responsibilities
MSA Overview & Discussion
Goal of This Agreement
Keep our Prime Contract valid and active for the mutual benefit of Pen Bay and Team Members
Meet that goal through the use of:Simple SystemsSimple ProcessesSimple Rules
MSA Overview & Discussion
MSA Section Review
ARTICLE 1 – DEFINITIONS ARTICLE 2 – AGREEMENT TYPE; REPRESENTATIONS
REGARDING VETS GWAC ARTICLE 3 – TASKS, AUTHORIZED PERSONS AND THE
AGREEMENT ARTICLE 4 – SUPPLIES/SERVICES AND PRICES/COSTS ARTICLE 5 – TASK ORDERS ARTICLE 6 – SECURITY CLEARANCES ARTICLE 7 – TRAVEL
MSA Overview & Discussion
MSA Section Review
ARTICLE 8 – COOPERATION OF SUBCONTRACTOR 8.1 Acceptance
ARTICLE 9 – OWNERSHIP OF TANGIBLE PROPERTY ARTICLE 10 – CHANGES TO SCOPE OF WORK ARTICLE 11 – COMPENSATION; INVOICES
11.1 For Time and Materials (T&M) or Labor-Hour (LH) Effort 11.2 For Firm Fixed Price (FFP) Efforts 11.3 Payment for T&M, LH, or FFP 11.4 Cessation Notification 11.5 Disallowance of Previous Payments
MSA Overview & Discussion
MSA Section Review
ARTICLE 12 – INSURANCE; INDEMNIFICATION; PERMITS 12.1 Workers Compensation 12.2 Comprehensive Bodily Injury Insurance 12.3 Commercial General Liability Insurance
12.4 Auto Liability Insurance 12.5 Professional Liability/Errors and Omissions Insurance 12.6 Other Insurances
ARTICLE 13 – SUBCONTRACTORS AND ASSIGNMENT 13.1 Subcontract From PEN BAY to SUBCONTRACTOR 13.2 Subcontract between SUBCONTRACTOR and Third Party (Sub-SUBCONTRACTOR) 13.3 Assignment of Subcontract with SUBCONTRATOR
ARTICLE 14 – TERM AND TERMINATION
MSA Overview & Discussion
MSA Section Review
ARTICLE 15 – CONFLICT OF INTEREST
ARTICLE 16 – DOCUMENTATION
ARTICLE 17 – DISPUTE RESOLUTION BETWEEN PEN BAY AND SUBCONTRACTOR
ARTICLE 18 – FORCE MAJEURE
ARTICLE 19 – NOTICE
ARTICLE 20 – RECORD KEEPING; REPORTS 20.1 General Support
20.2 Customer Required VETS GWAC Status Report
20.3 Customer Required VETS GWAC Sales Report
20.4 Customer Required VETS GWAC Subcontracting Report
ARTICLE 21 – KEY REPRESENTATIVES
MSA Overview & Discussion
MSA Section Review
ARTICLE 22 – EXCLUSIVITY ARTICLE 23 – ORDER OF PRECIDENCE ARTICLE 24 – TAXES ARTICLE 25 – CHOICE OF LAW AND FORUM PROVISION ARTICLE 26 – SEVERABILITY ARTICLE 27 – INTEGRATION ARTICLE 28 – HEADINGS ARTICLE 29 – NON-SOLICITATION ARTICLE 30 – PUBLICITY ARTICLE 31 – CONFIDENTIALITY ARTICLE 32 – CONTRACT CLAUSE FLOWDOWN ARTICLE 33 – ENTITY RELATIONSHIP ARTICLE 34 – NON-WAIVER OF RIGHTS
MSA Overview & Discussion
Roles & Responsibilities: Working with the MSA
Penobscot Bay Media LLC Compliance with Prime Contract
Tracking and Reporting as Required Payment of Contract Access Fee (CAF) to GSA
Manage Relationships with Team Members Support Business Development Activities Support Administrative and Management Activities
Quality Control & Inspection Timely, Accurate & Efficient Billing to Customer Prompt & Accurate Payments to Team Member
Sensitivity to Small Business Cash Flow Issues
MSA Overview & Discussion
Roles & Responsibilities: Working with the MSA
Pen Bay VETS Team Member Compliance with MSA
Timely, Accurate & Efficient Billing & Reporting Respect for Other Team Members & COI Avoidance Maintain Appropriate Lines of Communication
Quality Control and Customer Satisfaction Effective Management of Personnel Keep an Open Channel ~ Communicate Problems Early
Participate Support Cooperative Business Development Activities Initiate Use of the GWAC Use the Tools and Systems Provided
MSA Overview & Discussion
Information Visualization Solutions
March 15-16, 2007
Information Visualization Solutions
Lunch