Performa
Performa, Inc.
124 N. Broadway
DePere, Wisconsin 54115
Phone: (920) 336-9929
Fax: (920) 336-2899
FEDERAL SUPPLY SERVICE
Authorized Federal Supply Schedule Price List
On-line access to contract ordering information, terms and conditions, up-to-date pricing, and the option to create an electronic delivery order are available through GSA Advantage!, a menu-driven database system. The Internet address for GSA Advantage! is: http://www.fss.gsa.gov.
Management, Organizational and Business Improvement Services (MOBIS)
FSC GROUP 874, FSC CLASS 8742
Contract Number: GS-10F-0253L
Period Covered by Contract: May 1, 2006 - April 30, 2011
Business Size: Small
DUNS Number: 95-745-0802
Authorized Special Item Numbers (SIN's): 874-1: Consulting Services
874-2: Facilitation Services
874-3: Survey Services
874-7: Support Products
TABLE OF CONTENTS
PERFORMA OVERVIEW
SIN 874-1: CONSULTING SERVICES
SIN 874-2: FACILITATION SERVICES
SIN 874-3: SURVEY SERVICES
SIN 874-7: PROGRAM INTEGRATION AND PROJECT MANAGEMENT SERVICES
PRICING: PERFORMA FSS AUTHORIZED SCHEDULE PRICELIST
LABOR CATEGORY DESCRIPTIONS
MOBIS INFO
PERFORMA OVERVIEW
Performa is an organization of planners, architects and engineers committed to a systematic approach of linking capital assets to business strategy, resulting in the creation of high performance environments. Performa has a commitment to working with our clients directly, in the earliest stages of the planning and design process. Our multi-discipline team assists and guides the definition of goals, the delineation of strategic direction and provides guidelines within which design and construction can proceed most effectively. We feel optimum building planning and design solutions that satisfy aesthetic considerations, site constraints, budget parameters and energy conservation concerns, as well as the clients organizational, operational and functional requirements, require an efficient decision making process and a constant reappraisal of priorities throughout the planning, design and construction process. Performa brings its clients extensive strategic site and facilities master planning and design experience. Optimum solutions are developed through a highly collaborative approach that requires a true partnership between our clients and Performa. The valuable insight client's share on the organizational, operational and functional issues is critical in the development of a solution to the site and facility challenges they face. At critical point throughout our process, we will interact with the institutions key leadership and constituents to build consensus and define direction. A number of interactive workshops are the vehicle to discuss and review information and to drive decisions, at the highest level, as a team. These teams will vary in size and diversity depending on the project and the subject matter being addressed.
SIN 874-1: CONSULTING SERVICES
Contractors shall provide expert advice, assistance, guidance or counseling in support of agencies' management, organizational and business improvement efforts. This may also include studies, analyses and reports documenting any proposed developmental, consultative or implementation efforts. Examples of consultation include but are not limited to:
§ strategic, business and action planning
§ high performance work
§ process and productivity improvement
§ systems alignment
§ leadership systems
§ organizational assessments
§ cycle time
§ performance measures and indicators
§ program audits, and evaluations
Offerors shall specify the Labor Category(ies) proposed and the hourly and daily rates for each. Total price for consulting services will be established at the time the Task Order is placed and will be based on the prices offered herein. The estimated number of hours negotiated with the ordering agency and the labor category(ies) provided will be shown on the resultant Task Order. If the agency Contracting Officer chooses to purchase from this SIN on a Labor Hour basis, the resultant Task Order shall specify the Not To Exceed price, the Labor Category(ies) proposed (with the ourly and daily rates for each), and any applicable Other Direct Costs (ODCs). Wherever the offeror knows of Other Direct Costs that will regularly be incurred, they should offer them under SIN 874-5, Support Products.
Performa employs an eight step process to guide clients through the myriad of issues that surround site and facility challenges and to get them from "where they are" to " where they want to be." Ultimately, this process is targeted at improving our clients business, their organizational effectiveness and operational efficiency. It provides them with a competitive advantage in their marketplace. The outcomes of the first three steps of this process embody the requirements of SIN 874-1. These steps are:
Step 1- Project Planning - "Setting the Direction"
The Project Planning step, although the shortest of any step within the process, is truly the most important. It is within this step that the most senior level project participants come together to identify and define the problem, discuss, identify and review the directives for the entire endeavor. These directives (goals, objectives, assumptions, critical issues, facts, milestones etc.) are used as the "road map" for guiding the team from one step to the next. This strategic one-day, on-site visioning session will be the vehicle to assure that all project participants are aligned with each other. The outcome of this critical step is a "Vision Report" produced by Performa that documents all the directives and is approved by all project participants before proceeding.
Step 2- Needs Assessment - "Determining the Requirements"
Upon approval of the Vision Report, Performa will proceed to Step 2 - Needs Assessment. In this step, Performa assesses the organizational, operational and functional characteristics of the organization. In addition, organizational, operational and functional needs are established. Following a thorough study of all data previously produced by the client, Performa conducts a one-week, on-site series of user group workshops. During this week several activities take place: a complete audit (survey) of the existing facilities condition (more appropriate under SIN 874-3); assessment of land use patterns, and site and land analysis; operational patterns workshop - where operational patterns are assessed and more efficient operational models are developed; organizational workshop - where the organizational structure is over-laid on the current and newly developed operational models - and new organizational models are suggested; staff/space forecasting workshop - where staff and space requirements are established for near and long term, and spatial adjacencies are established; finally, order-of-magnitude budgets are built. The final day of the weeklong session is reserved for briefing the senior leadership of the organization on our findings and recommendations. The results of this step are documented in a Needs Assessment Report. This report will guide the conceptual development of site and facility master plans. Upon approval of this report, Performa will proceed to step 3.
Step 3- Master Planning - "Exploring the Options"
This step is two-fold: "Master Planning" and "Action Planning". Master Planning uses the results of steps 1 & 2 and begins to explore and develop a conceptual model for physically organizing the site and facilities. Various models are developed and assessed for their strengths and weaknesses. A one-day on-site planning meeting with the leadership team is used to present the models and to discuss and develop a final site and facility master plan direction. Upon completion of the final concept, Performa will conduct an action/implementation planning session - where the realities of capital investment are prioritized and scheduled. All projects are clearly identified, their costs are refined, and their schedule for implementation is established. The results of this phase are documented in a Master Plan Report that serves our clients with a solid plan for growing and improving their business. Our approach in bringing smart, value added services to our clients, is to work collaboratively as a team to provide our clients with improved business systems and efficiency through the creation of "high performance environments". Our team does not work in silos. They work side-by-side solving problems collaboratively.
SIN 874-2: FACILITATION SERVICES
Contractors shall provide facilitation and related decision support services to agencies engaging in collaboration efforts, working groups, or integrated product, process, or self-directed teams. Agencies bringing together diverse teams and/or groups with common and divergent interests may require a neutral party to assist them in:
§ the use of problem solving techniques
§ defining and refining the agenda
§ debriefing and overall meeting planning
§ resolving disputes, disagreements, and divergent views
§ logistical meeting/conference support when performing technical facilitation
§ convening and leading large and small group briefings and discussions
§ providing a draft for the permanent record
§ recording discussion content and focusing decision-making
§ preparing draft and final reports for dissemination
Offerors shall specify the Labor Category(ies) proposed and the hourly and daily rates for each. Total price for facilitation services will be established at the time the Task Order is placed and will be based on the prices offered herein. The estimated number of hours negotiated with the ordering agency and the labor category(ies) provided will be shown on the resultant Task Order.
If the agency Contracting Officer choses to purchase from this SIN on a Labor Hour basis, the resultant Task Order shall specify the Not To Exceed price, the Labor Category(ies) proposed (with the hourly and daily rates for each), and any applicable Other Direct Costs (ODCs). Wherever the offeror knows of Other Direct Costs that will regularly be incurred, they should offer them under SIN 874-5, Support Products. Performa leads the client through an eight step process to lead clients through the myriad of issues that surround site and facility challenges and to get them from "where they are" to " where they want to be" and "how they'll get there". This process is highly collaborative and involves several interactive sessions with diverse users and constituents, as well as regular briefings for the most senior leadership. Ultimately, this process is targeted at improving our clients business, their organizational effectiveness and operational efficiency. It provides them with a competitive advantage in their marketplace. The techniques employed in the process embody the requirements of SIN 874-2. These steps are:
Step 1- Project Planning - "Setting the Direction"
The Project Planning step, although the shortest of any step within the process, is truly the most important. It is within this step that Performa facilitates the most senior level project participants in identifying and defining the problem, discussing, identifying and reviewing the directives for the entire endeavor, and resolving the most difficult issues by establishing and refining the agenda, utilizing unique, but proven problem solving techniques and recording discussion content for everyone to see. The directives established (goals, objectives, assumptions, critical issues, facts, milestones etc.) are used as the "road map" for guiding the team from one step to the next. This strategic one-day, on-site visioning session will be the vehicle to assure that all project participants are aligned with each other. The outcome of this critical step is a "Vision Report" produced by Performa that documents all the directives and is approved by all project participants before proceeding.
Step 2- Needs Assessment - "Determining the Requirements"
Upon approval of the Vision Report, Performa will proceed to Step 2 - Needs Assessment. In this step, Performa organizes, establishes the agenda and facilitates a series of "user group" workshops in which we assess the organizational, operational and functional characteristics of the organization. Following a thorough study of all data previously produced by the client, Performa will conduct the one-week, on-site series of user group workshops. These workshops will focus on; operational patterns workshops - where operational patterns are assessed and more efficient operational models are developed with the various user groups; organizational workshops - where the organizational structure is over-laid on the current and newly developed operational models - and new organizational models are discussed; staff/space forecasting workshops - where staff and space requirements are established for near and long term, and spatial adjacencies are established; finally, order-of-magnitude budgets are built. The final day of the weeklong session is reserved for briefing the senior leadership (those that participated in Step 1) of the organization on our process, findings and recommendations. The results of this step are documented in a Needs Assessment Report. This report will guide the conceptual development of site and facility master plans. Upon approval of this report, Performa will proceed to step 3.
Step 3- Master Planning - "Exploring the Options"
This step is two-fold: "Master Planning" and "Action Planning". Master Planning uses the results of steps 1 & 2 and begins to explore and develop a conceptual model for physically organizing the site and facilities. Various models are developed and assessed for their strengths and weaknesses. Multi-day on-site planning sessions with the leadership team are used to present the models and to discuss and develop a final site and facility master plan direction. Upon completion of the final concept, Performa will conduct an action/implementation planning session - where the realities of capital investment are prioritized and scheduled in collaboration with the group. All projects are clearly identified, their costs are refined, and their schedule for implementation is established. The results of this phase are documented in a Master Plan Report that serves our clients with a solid plan for growing and improving their business. Our approach in bringing smart, value added services to our clients, is to work collaboratively as a team, while leading and facilitating a proven process, to provide our clients with improved business systems and efficiency through the creation of "high performance environments". Our team does not work in silos. They work side-by-side solving problems collaboratively.
SIN 874-3: SURVEY SERVICES
Contractors shall provide expert consultation, assistance, and deliverables associated with all aspects of surveying within the context of MOBIS. Contractors shall assist with, and/or perform all phases of the survey process to include, but not limited to:
§ planning survey design
§ sampling; survey development
§ pretest/pilot surveying
§ defining and refining the agenda
§ survey database administration
§ assessing reliability and validity of data
§ determining proper survey data collection methodology
§ administering surveys using various types of data collection methods
§ analyses of quantitative and qualitative survey data
§ Production of reports to include, but not limited to: description and summary of results with associated graphs, charts, and tables; description of data collection and survey administration methods; discussion of sample characteristics and the representative nature of data; analysis of non-response; and briefings of results to include discussion of recommendations and potential follow-up actions.