UNCLASSIFIED CIO IT Acquisition Management Oversight Vendor Vendor

UNCLASSIFIED CIO IT Acquisition Management & Oversight Vendor: [Vendor Name] COR: [COR Name] [Task Order Number] Quarterly Business Review For <1 st, 2 nd, 3 rd, 4 th> Quarter FY 20 XX Committed to Excellence in Defense of the Nation UNCLASSIFIED This briefing is classified UNCLASSIFIED

UNCLASSIFIED < TASK ORDER NAME – TASK ORDER NUMBER > COR TASK ORDER RATING ASSESSMENT REPORT DATE: TASK ORDER OVERVIEW Y TASK ORDER METRICS VENDOR NAME: Y 1) FINANCIAL TASK ORDER DESCRIPTION: <Provide brief description of project > G 2) INVOICING PERIOD OF PERFORMANCE: BASE PERIOD - DD MM YY – DD MM YY R 3) SCHEDULE Y 4) STAFFING VENDOR PHONE NUMBER : <STATUS FROM FINANCIAL STATUS SLIDE WITH SUMMARY STATEMENT> VENDOR POC NAME : OPTION PERIOD (S) (if applicable) CURRENT TOTAL CONTRACT VALUE (INCLUDES ALL OPTIONS & CLINS): $xx. M STATUS KEY – QASP STATUS KEY – NONUNCLASSIFIED QASP RED UNSATISFACTO RY YELLOW HIGH RISK YELLOW <IDENTIFY SCHEDULE STATUS - PROJECT ON TRACK, BEHIND SCHEDULE, SCHEDULE ISSUES> # ONBOAR D <XX> Performance Metrics: Identify key performance metrics and level of achievement for past 90 days 1. Developed and delivered usage metrics NLT 20 th of each month with 95% accuracy. 2. Supported data calls and business processes, as required with 95% accuracy. 3. Prepared Quarterly System Diagram due 15 Nov 2016; next report due 15 Feb 2017. <PROVIDE STATUS OF INVOICES (AREAS OF CONCERN-PENDING PAYMENT, REJECTED, PENDING SUBMITTAL> # VACANT <XX> FULLY STAFFED DATE: <MM/DD/YY> # HIRED <XX> # NOM PKG <XX> G 5) DELIVERABLES Y* 6) CUSTOMER SATISFACTION (*) <PROVIDE STATUS ON DELIVERABLES INCLUDING SOFTWARE, HARDWARE, DOCUMENTATION & MEDIA <PROVIDE STATUS ON SERVICE LEVEL AGREEMENTS FROM QASP, IF APPLICABLE> SATISFACTORY GREEN AGREEMENTS EXCELLENT 7) SERVICE LEVEL (*) G* <PROVIDE STATUS ON SERVICE LEVEL AGREEMENTS FROM QASP, IF APPLICABLE> MEDIUM RISK GREEN MINIMAL RISK

UNCLASSIFIED < TASK ORDER NAME – TASK ORDER NUMBER > TASK ORDER OVERVIEW STATUS (CONT. ) SUMMARY OF ACCOMPLISHMENTS – SINCE LAST QBR TASK ORDER RISK / ISSUE STATUS (CONT. ) R / I# RISK/ISSUE DESCRIPTION OWNER STATUS / MITIGATION <STATUS COLOR> <RISK/ISSUE AND STATUS COLOR - R-Y-G> SUMMARY OF CONCERNS – SINCE LAST QBR <RISK/ISSUE AND STATUS COLOR - R-Y-G> PLANNED EVENTS NEXT 90 DAYS <RISK/ISSUE AND STATUS COLOR - R-Y-G> ADDITIONAL NOTES: <RISK/ISSUE AND STATUS COLOR - R-Y-G> STATUS KEY UNCLASSIFIED RED HIGH RISK YELLOW MEDIUM RISK GREEN MINIMAL RISK

UNCLASSIFIED < TASK ORDER NAME – TASK ORDER NUMBER > Financial Status BASE YEAR LABOR & ODC OPTION YEAR <x> LABOR & ODCs BASE YEAR CLIN TABLE OPTION YEAR CLIN TABLE Variance Description (provide narrative explanation for variance and actions taken to resolve): CONTRACTOR FINANCE RATING ASSESSMENT UNCLASSIFIED <DATE> <R-Y-G>

UNCLASSIFIED < TASK ORDER NAME – TASK ORDER NUMBER > CONTRACT SUMMARY DOC Title UNCLASSIFIED CONTRACT # MOD. # AWARD DATE PERIOD OF PERFORMANCE LABOR ODC Total DESCRIPTION OF MODIFICATION

UNCLASSIFIED < TASK ORDER NAME – TASK ORDER NUMBER > SMALL BUSINESS REPORTING SUMMARY Type: Task Order Value: Actual TO Value (FY to Date): % of Total TO Value: Type: Value: Description of Work: Large Business Concerns Small Business Concerns SMALL DISADVANTAGED BUSINESS (SDB) WOMEN-OWNED SMALL BUSINESS (WOSB) HUBZone SMALL BUSINESS (HUBZone SB) SERVICE-DISABLED VETERAN-OWNED SMALL BUSINESS (SDVOSB) Small Business Name and Type: UNCLASSIFIED Number of Each: 6

UNCLASSIFIED < TASK ORDER NAME – TASK ORDER NUMBER > QASP Summary (*IF APPLICABLE*) QUALITY ASSURANCE SURVEILLANCE PLAN - PERFORMANCE REQUIREMENT SUMMARY MATRIX SCORECARD Vendor Assessment Roll-up VENDOR: ABC, Inc. TASK ORDER NUMBER: 0002 RESPONSIBLE ORGANIZATION PERFORMANCE ELEMENT GROUP FINANCIAL GROUP RATING 4. 00 APPLICATION NAME VERSION: OVERALL RATING: (Green: > 85, Yellow: < 85. 00, Red: < 61. 00) Sample. App 2. 1 REPORTING PERIOD: 31. 5 12/1/2016 -12/31/2016 CIO-4 COI IT Services & Operations QASP MONITOR: John Q. Monitor PERFORMANCE ELEMENT EVALUATED PERFORMANCE RESULTS ELEMENT RATING ISSUE CORRECTIVE ACTION [ISSUE DESCRIPTION] [CORRECTIVE ACTION DESCRIPTION] [ISSUE DESCRIPTION] [CORRECTIVE ACTION DESCRIPTION] 1. 1 Financial Reports are Accurate Satisfactory 1 1. 2 Financial Reports submitted per schedule Satisfactory 1 1. 3 Cost Performance Index (CPI). Contractor will employ resources fully and not exceed planned and authorized budget. Satisfactory 1 1. 4 Variance at Budget Year-End. Determine how much the contractor program will be over or under its fiscal IT budget. Satisfactory 1 INVOICE 4. 00 2. 1 Timeliness of invoice submittal Exceptional 1. 5 2. 2 Invoice accuracy and completeness of provided data Exceptional 1. 5 2. 3 Invoice data is valid Satisfactory 1 3. 1 Schedule Compliance - Service Transition TASKS Exceptional 1. 5 3. 2 Schedule Compliance – Service Transition MILESTONES Exceptional 1. 5 3. 3 Percent of ECPs on time Satisfactory 1 4. 1 Staffing Management Unsatisfactory 4. 2 Staffing Qualifications Satisfactory 1 4. 3 Key Staff Retention Exceptional 1. 5 5. 1 Deliverables are submitted in a timely manner Satisfactory 1 5. 2 Deliverables are completed and approved according to PWS Exceptional 1. 5 5. 3 Required Operational Documents are completed accurately and delivered on time Exceptional 1. 5 6. 1 Maintain an acceptable level of customer satisfaction for the application Exceptional 1. 5 6. 2 Number of Customer Satisfaction Surveys Exceptional 1. 5 6. 3 Number of failed designs that have been transitioned Satisfactory 1 6. 4 Increased client and end-user satisfaction regarding plan and communications measured by customer satisfaction survey Unsatisfactory 0. 5 7. 1 0 Satisfactory 1 7. 2 0 Exceptional 1. 5 7. 3 0 Unsatisfactory 0. 5 7. 4 0 Satisfactory 1 7. 5 0 Exceptional 1. 5 7. 6 0 Exceptional 1. 5 7. 7 0 Satisfactory 1 SCHEDULE 4. 00 STAFF 3. 00 0. 5 DELIVERABLES 4. 00 CUSTOMER SATISFACTION SERVICE LEVEL AGREEMENTS UNCLASSIFIED 4. 50 8. 00

UNCLASSIFIED NARRATIVE DESCRIPTION OF QBR STATUS REPORT COMPLETION UNCLASSIFIED

UNCLASSIFIED QBR STATUS REPORT INSTRUCTIONS – TASK ORDER OVERVIEW ENTER REPORT DATE HERE (USE QBR DATE) VENDOR CONTACT INFORMATION TASK ORDER DESCRIPTION – BRIEF SUMMARY (UNCLASSIFIED) CONTRACT PERIOD OF PERFORMANCE TOTAL CONTRACT VALUE AT TIME OF REPORT PROVIDE STATUS OF CONTRACT IDENTIFIED PERFORMANCE METRICS FOLLOW QASP RATING SCALE FOR YOUR TASK ORDER: RED=UNSATISFACTORY; YELLOW=SATISFACTORY; GREEN=EXCELLENT IF YOUR TASK ORDER DOES NOT MEASURE QASP PERFORMANCE, USE STATUS KEY TO IDENTIFY SELF ASSESSMENT STATUS UNCLASSIFIED CONTRACTOR TO COORDINATE WITH COR BEFORE QBR *FOR QASP TOs, USE TOTAL QASP SCORE *FOR NON-QASP TOs, USE STATUS KEY BELOW PROVIDE SUMMARY STATUS FOR EACH AREA, & STATEMENT THAT SUBSTANTIATES RATING AND/OR HIGHLIGHTS ISSUES *FOR QASP TOs, USE QASP RATING FOR EACH ELEMENT. *FOR NON-QASP TOs, USE STATUS KEY BELOW *ONLY APPLICABLE ON TOs UTILIZING QASPs* FOR TASK ORDERS UTILIZING QASPS W/O SLAS, DO NOT COMPLETE SECTION 6

UNCLASSIFIED QBR STATUS REPORT INSTRUCTIONS – OVERVIEW & RISKS/ISSUES PROVIDE RISK / ISSUE STATUS R / I # -RISKS = R # -ISSUES = I # PROVIDE SUMMARY INFORMATION AS INDICATED DESCRIPTION – DESCRIBE RISK OR ISSUE AND COLOR BLOCK WITH APPROPRIATE RATING COLOR; PER STATUS KEY (BELOW) OWNER - SHALL HAVE PERSON’S LAST NAME(S) STATUS AND MITIGATION -EACH RISK AND ISSUE SHALL HAVE CURRENT STATUS AND MITIGATION DESCRIPTION UNCLASSIFIED

UNCLASSIFIED QBR STATUS REPORT INSTRUCTIONS – FINANCIAL STATUS *Funds Remaining / Percent Expended: Should include calculation (or estimate) of Charges Not Yet Invoiced (CNYI). E. g. $5 M Funded - $3 M Invoiced - $500 K CNYI = *Total Amt Invoiced: Invoices submitted & approved in FACTS/CMS $1. 5 M Remaining & 70. 0% Expended ($3. 5 M/$5 M) *Charges Not Yet Invoiced: All charges accrued through reporting period but not yet submitted/approved in FACTS. E. g. labor hours worked but not yet invoiced, lagging ODC or subcontractor invoices, disputed/rejected invoices, etc. UNCLASSIFIED CONTRACTOR TO PROVIDE ASSESSMENT OF OVERALL TASK ORDER FINANCIAL STATUS USE R-Y-G PER PROVIDED STATUS KEY

UNCLASSIFIED QBR STATUS REPORT INSTRUCTIONS – CONTRACT SUMMARY PROVIDE SUMMARY INFORMATION AS INDICATED. LIST ALL CONTRACT ACTIONS & MODS, & FINANCIAL IMPACT UNCLASSIFIED

UNCLASSIFIED QBR STATUS REPORT INSTRUCTIONS – SMALL BUSINESS REPORTING SUMMARY Type: Actual TO Value (FY to Date): % of Total TO Value: $1000 100% $490 49% 5 $510 51% SMALL DISADVANTAGED BUSINESS (SDB): 1 $100 10% WOMEN-OWNED SMALL BUSINESS (WOSB): 1 $40 4% HUBZone SMALL BUSINESS (HUBZone SB): 1 $20 2% SERVICE-DISABLED VETERAN-OWNED SMALL BUSINESS (SDVOSB): 2 $350 35% Small Business Name: Type: Value: Brief Description of Work: ABC Company Name (SDB) $100 DEF Company Name (WOSB) $40 GHI Company Name (HUBZone SB) $20 JKL Company Name (SDVOSB) $200 MNO Company Name (SDVOSB) $150 Task Order Value: Number of Each: Large Business Concerns: Small Business Concerns: PROVIDE BRIEF (1/2 SENTENCE) DESCRIPTION AS INDICATED 13

UNCLASSIFIED QBR STATUS REPORT INSTRUCTIONS – QASP SUMMARY *FOR QASP TASK ORDERS ONLY: INCLUDE QASP SUMMARY SHEET/TABLE, ALONG WITH ANY ADDITIONAL INFORMATION ON UNDERPERFORMING ELEMENTS. USE ADDITIONAL SLIDES AS NECESSARY. UNCLASSIFIED