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GSA FABS

Services Offered

Introduction

Tecolote Research, Inc. was founded in Santa Barbara, California, in 1973 and is nationally known for providing specialized financial management, budgeting, and analysis services for various clients within the US Government. The company has grown to a current staff of over 440 technical and support personnel located in over 25 offices across the US. At the core of our success is our continual aim to provide high quality service, value-added products, and cost-effective solutions.

Many of the challenges set down by our clients require that we take an engineering or management problem and turn it into an economic solution. Tecolote embraces these challenges and has always maintained a reputation in the industry for excellence. We take the time to understand and thoroughly define the problem at hand, and always strive to apply the best available professional expertise, management principles, and analytical methods.

In addition to the specific financial and business solutions-related services summarized in Section 3, Tecolote provides a broad spectrum of program/project management services:

  • Cost Estimating
  • Cost Research
  • Management Analysis
  • Technical Baselining/Cost Engineering
  • System Acquisition and Sustainment
  • Financial Management
  • Risk Analysis

Our support to Government programs and headquarters organizations ranges in form from large-scale multi-disciplined, multi-functional task order contracts to more singular efforts that are focused on a particular defined objective. We have performed on over 400 contracts and supported over 2,000 separate projects for clients from all areas of the Government and Department of Defense. The quality of our work and the credibility we offer clients have been instrumental to our success—85% of our business is represented by repeat clients.

Tecolote’s staff has grown along the lines of our philosophy: “Bridging Engineering and Economics.” Staff members have educational backgrounds in engineering, physical science, computer science/MIS, business, accounting, finance, mathematics, operations research, statistics and economics. Our retention rate is one of the highest in our industry – 94% over the past year. Our staff spans a wide range of experience allowing us to provide best-value labor mixes by teaming our seasoned analyst/mentors with our up-and-coming analyst core.

Employee Breakdown

In a service-oriented company, the quality of the people is what allows the company to make claims of demonstrated credibility, high quality, dedication to mission, and depth of experience. Tecolote has recognized this since our inception as a company. We believe that the environment we create for our employees, combined with the long-term financial rewards, helps us retain the best and brightest talent in the industry.

Tecolote has no ties to any defense contractor. Our reputation for integrity has enabled us to handle and analyze extensive amounts of sensitive financial information from Government and industry. At the core of our success is our continual aim to provide high quality service, value-added products, and cost-effective solutions.

FINANCIAL AND BUSINESS SOLUTIONS (SINs 520-12 and 520-13)

Tecolote has a reputation for quality based on 26 years of supporting cost/schedule analysis, financial management, budgeting, funds management, and automated system development for the DoD acquisition, sustainment, and accounting communities. Tecolote provides integrated tools and services that encompass the full spectrum of financial management requirements. Not only do we assist our clients in devising new or updated financial management systems, we are well experienced in supporting budget analysis (formulation) and operations (execution). The range of support services that we provide under the Financial and Business Solutions (FABS) Schedule are identified in the table below in relation to Special Item Numbers (SINs) 520-12 and 520-13.

  520-12 520-13
Financial and Business Solutions Service Areas Budgeting Complementary Financial Management Services
Budget and Financial Management Processes
Assess and evaluate existing financial management systems and processes including the financial analyst’s roles and responsibilities
Identify changes necessary to improve the budget formulation and execution process within the context of a modern management information system
Design, develop, and implement integrated financial systems to improve program office budget formulation and execution
Write detailed procedures related new financial management processes
Train customer staff in use of new financial management systems
Budget and Financial Management Tools
Assess, develop, maintain, and operate budget tools to improve budget formulation and execution process
Develop, maintain, and operate decision support tools for upper management
Develop documentation and implement software correction and enhancement process
Develop database applications with the flexibility to generate financial reports as needed using ad hoc queries
Train customer staff in use of new financial management automated tools
Budget and Financial Management Operations
Develop/maintain program budget baseline, and formulate Program Objective Memorandum (POM), Budget Execution Summary (BES), and President’s Budget (PB) positions    
Perform "what if" budget/project exercises    
Produce various internal and external (e.g., 1537) budget related reports    
Support special budget execution reviews    
Link cost estimates to a program’s budget formulation process.
Link program schedule to earned value metrics
Monitor the Government accounting systems to ensure accurate budget execution information; recommend corrections to Defense Finance Accounting Service (DFAS)
Install/operate earned value system to track potential budgetary problems
Using IFTS S/W, assign funding to requirements, forecast funding obligations and expenditures, and manage the execution of funds by tracking actual obligations and expenditures
Develop/maintain the Cost Analysis Requirements Description (CARD) and Program Life Cycle Cost Estimate (PLCCE)  
Using COETS S/W system, perform contract reconciliation in compliance with DFAS Responsible Contract Reconciliation Agent (RCRA) Guidelines; perform Unliquidated Obligation (ULO)/Negative Unliquidated Obligation (NULO) analysis
Assess contractor’s progress using earned value performance measurement techniques  
Provide cost analysis support to Government litigation efforts  
Assist the program office in identifying compliance with the Federal Manager’s Financial Integrity Act (FMFIA) of 1982 (review Contractor Funds Status Report (CFSR) - reconcile this data with program office budget personnel)  
Support programs with meeting performance measurement requirements identified in the Government Performance Results Act (GPRA) and the Clinger-Cohen Act (identify key performance metrics; develop methods to determine benchmarks, estimate improvement)  
Train customer staff in Financial Management (FM) Operations
Financial Management-Related Studies/Analysis
Perform Analysis of Alternatives (cost-benefit studies)  
Perform cost / technical data collection, analysis and database implementation  
Develop cost factors, models, methodologies and estimating relationships  
Provide cost risk assessments  
Perform integrated master schedule analysis, critical path analysis, schedule risk assessment  
Analyze program strategic and operational plans  
Perform life cycle financial planning and analysis  
Provide Cost as Independent Variable (CAIV) and affordability studies  
Perform logistical support and Total Ownership Cost (TOC) studies and analysis  
Accomplish "what-if" financial planning drills, and other analytical support  
Assist program office in defending Program Office Estimate in Milestone Review Process in Cost Analysis Improvement Group (CAIG) and Defense Acquisition Board (DAB)  
Perform management studies assessing program goals, mission, objectives, performance, and operational and support planning issues  
Utilize Activity Based Costing (ABC) to develop bench marking of FM Systems  
Train customer staff in cost estimating, schedule management, risk analysis process  

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