Physical
Planning Technologies, Inc.
Phone: 905-764-2440
http://www.physicalplanning.com
CONTENTS |
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SIN |
Description |
132-33 |
Perpetual Software License (FSC Class 7030) |
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TCPS (Total Capital
Planning System) |
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ReCAPP (Renewal Capital Asset Planning Process) |
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ProCAPP (Program Capital Asset Planning Process) |
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EnviroCAPP (Environmental Capital Asset Planning Process) |
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StratCAPP (Strategic Capital Asset Planning Process) |
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TCPS Tools & Software |
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Contractor Web Hosting (ASP Service) |
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132-34 |
Software Maintenance |
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132-50 |
Classroom Training (FPDS Code U012 |
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Classroom Training (Scope, Order, Delivery, Payment,
etc) |
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Company Overview Back to Contents
Physical Planning Technologies (PPT)
was incorporated in early 1996 by a team of experienced engineering and
business professionals with the purpose of developing a lifecycle based
technology to profile the future capital renewal needs of major assets. During the initial stages of product
design, the specific reporting requirements of asset Owners/Managers were
analyzed and documented via a formal business design process. The experience and knowledge of the
business design and programming team was added and then merged to create ReCAPP , a unique database software application from
which a series of powerful decision-making tools have evolved enabling the
strategic management and analysis of major capital assets. |
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Since the first release of ReCAPP
in 1997, numerous product enhancements have been identified based on the changing
needs of business managers to deal with their investments in physical assets.
The system and its methodologies evolved into TCPS ,
or Total Capital Planning System. TCPS includes modules that meet the management
requirements of all facets of capital, including new capital (StratCAPP ), renewal-based capital (ReCAPP ),
program related capital (ProCAPP ), and code and
compliance issues related to risk (EnviroCAPP ). This approach offers financial management
with the ability to allocate funds based on corporate strategic goals, rather
than purely functional or technical need. |
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Many of these features have come from the growing
constituency of ReCAPP clients across a wide
variety of asset-based settings that continues to expand both within |
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PPT is a privately owned corporation
consisting of a team of key professionals who are responsible for product
management, development and technical support of the ReCAPP
system. |
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In 2001, the Company was appointed a Microsoft Gold
Certified Partner. |
SIN 132-34: PERPETUAL SOFTWARE LICENSES
Total Capital
Planning System Back to Contents
PPT s Total Capital Planning System (TCPS ) is a solution connected to the strategic goals of
an organization to maximize returns through the effective management of the
investment in physical assets by: |
Integrating asset management with other corporate functionalities; |
Treating physical assets as corporate or community investments; |
Connecting to the financial productivity of the organization; |
Identifying the funding gap. |
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TCPS provides an organization with a
set of methodologies and technologies to help senior management effectively
manage the Capital expenditures associated with their physical assets, and
identify and solve aging physical asset issues before they become problems in
the future. TCPS
is an integrated decision-support tool that re-tasks new capital into four
distinct categories: Renewal, Program, Compliance,
and Strategic. With TCPS , every
organization is able to develop new Capital business strategies, processes,
methodologies, and technologies so they can identify, document, analyze,
approve, and execute activities associated with both new and existing
physical assets. |
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By understanding the nature of
Capital spending, organizations using TCPS are
able to successfully manage physical assets and can: |
Provide better governance by introducing the Capital Asset planning
process into its core business functions; |
Improve its ability to financially review, assess, plan, and approve
Capital spending; |
Allow operational and technical asset management personnel to develop
plans that are tied directly to the strategic goals of the organization; |
Steer itself into a leadership role within its industry sector. |
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With TCPS , Senior Management
will have an enhanced capability to allocate the appropriate funds based on
prioritized strategic goals, rather than functional requirements. TCPS consists of
four modules that correspond to the four categories listed above: |
CATEGORY |
SOFTWARE
APPLICATION |
Renewal |
ReCAPP |
Program |
ProCAPP |
Compliance |
EnviroCAPP |
Strategic |
StratCAPP |
Organizations may
acquire the entire TCPS Suite or individual
modules in any order. After the acquisition and use
of the first module, additional module purchases result in a license discount
over the previous module purchased. |
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ReCAPP Back to Contents
ReCAPP (Renewal Capital Asset Planning
Process) helps you plan and prioritize the renewal of your physical assets
using lifecycle planning principles. Using ReCAPP ,
you determine funding levels based on maintenance practices, desired condition
values, and financial returns. |
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Few organizations are equipped to handle the sometimes
overwhelming spending swings associated with the repair and replace
activities of deteriorating assets. The amount of funding in renewal can have
a direct and profound effect on the value of the investment. All assets
degrade over time. The only way to accurately know your organizations
exposure is to have a detailed understanding of your physical assets. |
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ReCAPP is software and a methodology
that provides process to Capital planning that allows you to do more
strategic thinking and less collecting of relevant data. |
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The direct benefits you can expect
from ReCAPP , include: |
Understanding the state of your physical assets including replacement
costs, lifecycle analysis, and current and future funding needs; |
Understanding the implications of deferred Capital as it relates to
measured conditions and strategic goals; |
Building compelling business cases for funding needs and allocations; |
Producing consistent reports designed to deliver accurate planning
data in presentable form; |
Approving and implementing Capital planning activities based on set
priorities in line with the strategic goals of the organization. |
ReCAPP allows you to see the present
and know the future state of your investment in physical assets. |
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Compatibility |
ReCAPP can reside on any Microcomputer
running Windows Operating Systems from Windows 98 and Windows 98 SE to
Windows XP Professional. Minimum recommended CPU for the client machine is
Pentium III or equivalent running at 800 Mhz. If residing on an application or database
server to be accessed via Web Hosting or Citrix Server, the Microcomputer
must utilize Windows NT4 Server SP6a or better or Windows 2000 Server SP2 or
better as its Operating System.
Minimum recommended CPU is Pentium IV or equivalent running at 1.7 Ghz. |
ProCAPP Back to Contents
ProCAPP (Program Capital Asset Planning
Process) focuses on the functionality of assets. It helps you plan and
prioritize spending to reach the desired level of asset functionality and
lets you assess the performance of an asset against a pre-determined
standard. |
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The program elements within this powerful decision support
tool include predicting program changes, identifying future capacity
estimates, proposing aesthetic improvements and scheduling upgrade programs. |
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Benefits you can expect from ProCAPP , include: |
The ability to determine space and facility suitability relative to
performance standards; |
Identifying costs and implications associated with bringing the asset
up to standard; |
Determining and reporting (through compelling business cases) the gap
analysis relative to actual performance vs. performance standards; |
The ability to produce presentation reports at will and bring the
priorities in line with the balance of the Capital Plan. |
With ProCAPP fully implemented,
your organization will be in a position to better understand the current
functional inadequacies of assets relative to expected performance
standards. ProCAPP
will provide your organization with a tool to help build the effectiveness of
the workplace and ensure maximum performance of your asset. |
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Compatibility |
ProCAPP can reside on any Microcomputer
running Windows Operating Systems from Windows 98 and Windows 98 SE to
Windows XP Professional. Minimum recommended CPU for the client machine is
Pentium III or equivalent running at 800 Mhz. If residing on an application or database
server to be accessed via Web Hosting or Citrix Server, the Microcomputer
must utilize Windows NT4 Server SP6a or better or Windows 2000 Server SP2 or
better as its Operating System.
Minimum recommended CPU is Pentium IV or equivalent running at 1.7 Ghz. |
EnviroCAPP Back to Contents
EnviroCAPP (Environmental Capital Asset
Planning Process) tracks compliance issues (e.g., Health & Safety,
American Disabilities Act, and Environmental) and their appropriate action.
It lets you document risk and liability and helps prioritize decision-making
based on legal responsibility and stewardship so you can develop an
environmental capital plan. |
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With EnviroCAPP , business cases
can be built using consistent, reliable and fully prioritized data from
across the entire portfolio. This important decision support tool measures
the implication of compliance, code, and stewardship issues and helps to
ensure capital spending minimizes exposure while maximizing returns. |
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Benefits you can expect from EnviroCAPP , include: |
Structured database of asset issues and activities related to
environment, compliance, code and corporate stewardship; |
The ability to prioritize activities based on risk mitigation and
legal implications; |
Capability of designing a compelling business case for capital funding
needs related to environmental issues; |
Allocating funding and initiating projects for approval and
implementation; |
Ability to deliver consistent results oriented reports on demand. |
Environmental issues rank among the highest areas of risk
in the corporate world. EnviroCAPP can help manage the complex impacts and help
mitigate the risk. |
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Compatibility |
EnviroCAPP can reside on any Microcomputer
running Windows Operating Systems from Windows 98 and Windows 98 SE to
Windows XP Professional. Minimum recommended CPU for the client machine is
Pentium III or equivalent running at 800 Mhz. If residing on an application or database
server to be accessed via Web Hosting or Citrix Server, the Microcomputer
must utilize Windows NT4 Server SP6a or better or Windows 2000 Server SP2 or
better as its Operating System.
Minimum recommended CPU is Pentium IV or equivalent running at 1.7 Ghz. |
StratCAPP Back to Contents
StratCAPP (Strategic Capital Asset
Planning Process) lets you determine strategic capital needs, whether they
are for physical assets or new products. Using a series of financial tools to
assess the investment value of new capital (IRR, NPV, ROI/BCR), you can address
business fit against business risk and analyze costs and revenues through
various scenarios. |
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StratCAPP is an integrated part of PPT's Total Capital Planning System, and perfectly
complements technical, performance, and legal requirements of the other three
CAPP applications. Using StratCAPP ,
you can apply a wide variety of financial analysis tools to any of your
Capital spending requirements including scenario analysis and |
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Benefits that you can expect from StratCAPP , include: |
Completing consistent financial analysis using appropriate financial
tools |
Creating a comprehensive business case planning process for
integration with the Corporate Capital planning environment |
Comparing asset costs and investment to benchmarks and other similar
assets within your portfolio. |
Help in determining the optimum time to dispose of an asset as it
relates to condition vs. operational metrics; |
Identifying future renewal costs associated with the initial
investment; |
Predicting deferred capital costs into the future and identifying the
associated Capital projects; |
Determining whether maintenance costs are protecting the investment
value and at what point Capital is required to sustain or improve the asset
in both value and utilization; |
With StratCAPP , financial
priorities remain front and center in every aspect of Capital planning. |
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Compatibility |
StratCAPP can reside on any Microcomputer
running Windows Operating Systems from Windows 98 and Windows 98 SE to
Windows XP Professional. Minimum recommended CPU for the client machine is
Pentium III or equivalent running at 800 Mhz. If residing on an application or database
server to be accessed via Web Hosting or Citrix Server, the Microcomputer
must utilize Windows NT4 Server SP6a or better or Windows 2000 Server SP2 or
better as its Operating System.
Minimum recommended CPU is Pentium IV or equivalent running at 1.7 Ghz. |
Web Capability Back to Contents
The TCPS suite of software
modules, ReCAPP , ProCAPP ,
EnviroCAPP and StratCAPP ,
are accessed through a Web server, with direct access to the database server
through ODBC (TCP/IP, IPX/SPX or Named Pipes). End-users will then have access to the main
TCPS database through Internet Explorer. For users
who want the richer interface of a true Windows application, wedded to the
convenience of Web deployment, we offer our entire suite of applications as
ActiveX programs, which can be easily deployed and will automatically run
within an Internet Explorer browser. Currently, the majority
of TCPS users either enter information or
run reports. PPT offers Data Manager.WEB
which is a full thin-client interface, accessible from any client computer. |
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The Thin Client option works best
for organizations fitting the following model: |
A large, scattered user base |
Users with slow data connections (i.e. modems) |
Users external to the organization |
A no downloads policy for new applications |
If PPT does not host, you will require some
comfort level with a .NET server |
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The ActiveX option works best for
organizations fitting the following model: |
A large, scattered user base |
The majority of users have fast connections |
Users would benefit from a rich Windows interface |
The Web server can be located outside, inside or on the
firewall, depending on your required network security configuration. Thus, an organization can host these
applications itself, or utilize PPT as the hosting
organization. Web Hosting requires
acquisition and use of at least one of the four applications, and pricing is
based on the number of concurrent users the Customer requires. If the
Customer doesn t require Web capability, and needs only a Client Server
version of the Software (meaning that the database will be managed and
maintained centrally), then Client Server Discount pricing is available. |
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Compatibility |
The software modules can also be deployed through
Citrix. The application(s) itself
resides on a Citrix server with direct access to the database server through
ODBC (TCP/IP, IPX/SPX or Named Pipes). End-users will access TCPS
through a Citrix client. The Citrix
server can be located outside, inside or on the firewall depending on your
required network security configuration. For the Thin Client version, we
recommend a P4/3.0 Server with 2GB RAM. Microsoft s .NET framework must be
installed on the server. There are no requirements for the client computer,
other than IE 5.0+. For the ActiveX version, we recommend a P3/1.0 with 128MB
RAM for the client; the application server should be a P4/3.0 with 2GB RAM,
with MS Windows NT4 Server SP6a or higher; or MS Windows 2000 Server SP2 or
higher. |
Client / Server Capability Back to Contents
For organizations with relatively few users, or a
centralized location, the Contractor offers client/server applications for
the TCPS suite of software modules, ReCAPP , ProCAPP , EnviroCAPP and StratCAPP .
These are Windows installations, and so do not require a costly web
server. Client / Server configuration
requires acquisition and use of at least one of the four applications. If the
Customer chooses a Client Server version of the Software (meaning that the
database will be managed and maintained centrally), then Client Server
Discount pricing is available. For the
Desktop version, the client requirements are the same as the ActiveX version,
but you do not need an application server. |
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The Desktop Solution works best
for organizations fitting the following model: |
A small, central user base |
Low IT involvement |
The majority of users have fast connections |
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Compatibility |
The Customer can choose to run TCPS
on either an Oracle or SQL Server. (If the Customer is running only one TCPS application, it can choose Access as well). The
server requirements for the database mainly depend on the number of
photographs the Customer is storing, since photos take up the most capacity. |
TCPS Tools & Software Back to Contents
In addition to the core products -- ReCAPP ,
ProCAPP , EnviroCAPP and
StratCAPP --, PPT offers
ancillary software tools to facilitate the gathering of Customer data and
their insertion into the product databases. These tools include the ART
(Asset Review Tool), and AVS (ASSET Validation
Survey) on both PCs and tablets. ART is included in the base software price
for each product module because it is an integral part of the data gathering
process, ensuring that as much of the Customer s proprietary and existing
data concerning its physical assets is brought into the database during the
set up phase as is possible. The tool is tailored to the Customer s database
configuration and is used to allow the Customer s employees who are
responsible for the management of its physical assets to furnish current
information on those assets through a pre-formatted questionnaire template. |
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AVS is a tool that allows the
Customer to direct and control the activities of assessors who will be
validating modeled data from the database on behalf of the Customer. The
assessors may be external resources or internal Customer resources. The
validation activities will comprise reviewing and assessing physical assets
regarding condition, functionality, and regulatory compliance based on the
Customer s priorities in each of these areas. In the Contractor s suite of tools and
software, events are defined as activities (e.g., component replacement,
component upgrade, compliance construction) that will require a capital
spending commitment by the Customer;
the emphasis with AVS is on projected
events in each of these three aspects (i.e. condition,
functionality, and regulatory compliance) of the Customer s physical asset
portfolio for the upcoming five-year period. |
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Compatibility |
The AVS tools and software can
reside on any Microcomputer running Windows Operating Systems from Windows 98
and Windows 98 SE to Windows XP Professional. Minimum recommended CPU for the
client machine is Pentium III or equivalent running at 800 Mhz. In addition,
the tools and software can reside on Tablet PC s running Windows ME Operating
System. |
Contractor Web Hosting (ASP Service) Back to Contents
With a Contractor Web Hosting
arrangement or ASP Service, the Contractor will retain the product
database(s) on its servers. The Customer can access the database over the
Internet, and can either make changes and updates itself or supply the
changes and updates to the Contractor for entry into the database. The
Contractor will provide pricing if the Customer wishes to have the Contractor
effect these changes and updates. The Contractor ASP Service offers the
following advantages to the Customer: |
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Compatibility |
If residing on an application or database server to be
accessed via Web Hosting or Citrix Server, the Microcomputer must utilize
Windows NT4 Server SP6a or better or Windows 2000 Server SP2 or better as its
Operating System. Minimum recommended
CPU is Pentium IV or equivalent running at 1.7 Ghz. |
Service Bureau Back to Contents
In addition to ASP Hosting, PPT
fulfills the Super User role on behalf of the customer entering changes to
the database as provided by the customer. |
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Terms & Conditions |
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Performance Standards |
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SIN 132-34: SOFTWARE MAINTENANCE
Technical Services Back to Contents
The Contractor, without additional
charge to the ordering activity, shall provide a toll-free hot line technical
support number 1-866-278-7784 for the purpose of providing user
assistance and guidance in the implementation of the software. The technical support number is available
Monday through Friday, from
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Software Maintenance Back to Contents
Software maintenance service shall
include the following: |
Contractor agrees that any new
release versions or updates of the Software, which contain either minor
enhancements to the Software or corrections to deficiencies where the
Software does not perform according to the Documentation ( New Versions ) and
which become generally available during the Warranty Period, shall be provided
to Customer free of charge. New Versions which become generally available
during the Support Period (as hereinafter defined)shall
be provided to Customer during the Support Period, for as long as Customer
continues to pay the Annual Support Fee. For certainty, New Versions do not
include any new releases which contain enhanced functionality. Any New
Versions shall be considered "Software." |
a) The Contractor shall honor orders
for periods for the duration of the contract period or a lessor
period of time. |
b) Maintenance may be discontinued by
the ordering activity on thirty (30) calendar days
written notice to the Contractor. |
c) Annual Funding. When annually appropriated funds are cited
on an order for maintenance, the period of the maintenance shall automatically
expire on September 30 of the contract period, or at the end of the contract
period, whichever occurs first.
Renewal of the maintenance orders citing the new appropriation shall
be required, if the maintenance is to be continued during any remainder of
the contract period. |
d) Cross-Year Funding Within Contract
Period. Where an ordering activity s
specific appropriation authority provides for funds in excess of a 12 month
(fiscal year) period, the ordering activity may place an order under this
schedule contract for a period up to the expiration of the contract period,
notwithstanding the intervening fiscal years. |
e)
Ordering activities should notify the Contractor in writing thirty
(30) calendar days prior to the expiration of an order, if the maintenance is
to be terminated at that time. Orders
for the continuation of maintenance will be required if the maintenance is to
be continued during the subsequent period. |
Annual Support Back to Contents
Customer acknowledges that, for so long as Customer pays
the Annual Support Fee, Contractor shall, in addition to New Versions,
provide to Customer technical support. |
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Technical support shall be limited to a maximum hourly
allotment during each annual Support Period based on the Annual Support Fee.
Any unused Support hours at the end of an Annual Support Period are not
transferable to a subsequent annual Support Period. Customer acknowledges
that Contractor is not obligated to support other than the current version, or
the immediately preceding version, of the Software. |
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Invoices for maintenance service shall be submitted by the
Contractor on a quarterly or monthly basis, after the completion of such
period. Maintenance charges must be
paid in arrears (31 U.S.C. 3324). |
Utilization Limitations Back to Contents
a) Software acquisition is limited to
commercial computer software defined in FAR Part 2.101. |
b) When acquired by the ordering
activity, commercial computer software and related documentation so legend
shall be subject to the following: |
1) Title to and ownership of the
software and documentation shall remain with the Contractor, unless otherwise
specified. |
2) Software licenses are by site and
by ordering activity. An ordering activity
is defined as a cabinet level or independent ordering activity. The software may be used by any subdivision
of the ordering activity (service, bureau, division, command, etc.) that has
access to the site the software is placed at, even if the subdivision did not
participate in the acquisition of the software. Further, the software may be used on a
sharing basis where multiple agencies have joint projects that can be
satisfied by the use of the software placed at one ordering activity's
site. This would allow other agencies
access to one ordering activity's database.
For ordering activity public domain databases, user agencies and third
parties may use the computer program to enter, retrieve, analyze and present
data. The user ordering activity will
take appropriate action by instruction, agreement, or otherwise, to protect
the Contractor's proprietary property with any third parties that are
permitted access to the computer programs and documentation in connection
with the user ordering activity's permitted use of the computer programs and
documentation. For purposes of this
section, all such permitted third parties shall be deemed agents of the user
ordering activity. |
3) Except as is provided in paragraph
6.b(2) above, the ordering activity shall not provide or otherwise make
available the software or documentation, or any portion thereof, in any form,
to any third party without the prior written approval of the Contractor. Third parties do not include prime Contractors,
subcontractors and agents of the ordering activity who have the ordering activity's permission to use the
licensed software and documentation at the facility, and who have agreed to
use the licensed software and documentation only in accordance with these
restrictions. This provision does not
limit the right of the ordering activity to use software, documentation, or
information therein, which the ordering activity may already have or obtains
without restrictions. |
4) The ordering activity shall have
the right to use the computer software and documentation with the computer
for which it is acquired at any other facility to which that computer may be
transferred, or in cases of disaster recovery, the ordering activity has the
right to transfer the software to another site if the ordering activity site
for which it is acquired is deemed to be unsafe for ordering activity
personnel; to use the computer software and documentation with a backup
computer when the primary computer is inoperative; to copy computer programs
for safekeeping (archives) or backup purposes; to transfer a copy of the
software to another site for purposes of benchmarking new hardware and/or
software; and to modify the software and documentation or combine it with
other software, provided that the unmodified portions shall remain subject to
these restrictions. |
5) "Commercial Computer
Software" may be marked with the Contractor's standard commercial
restricted rights legend, but the schedule contract and schedule pricelist,
including this clause, "Utilization Limitations" are the only
governing terms and conditions, and shall take precedence and supersede any
different or additional terms and conditions included in the standard
commercial legend. |
SIN 132-50: CLASSROOM TRAINING Back to Contents
Scope |
1) The Contractor shall provide
training courses normally available to commercial customers, which will
permit ordering activity users to make full, efficient use of general purpose
commercial IT products. Training is restricted
to training courses for those products within the scope of this solicitation.
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2) The Contractor shall provide
training at the Contractor's facility and/or at the ordering activity's
location, as agreed to by the Contractor and the ordering activity. |
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Order |
Written orders, EDI orders (GSA Advantage! and FACNET), credit card orders, and orders placed under
blanket purchase agreements (BPAs) shall be the
basis for the purchase of training courses in accordance with the terms of
this contract. Orders shall include the
student's name, course title, course date and time, and contracted dollar
amount of the course. |
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Time Of Delivery |
The Contractor shall conduct training on the date (time,
day, month, and year) agreed to by the Contractor and the ordering activity. |
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Cancellation And Rescheduling |
1) The ordering activity will notify
the Contractor at least seventy-two (72) hours before the scheduled training
date, if a student will be unable to attend.
The Contractor will then permit the ordering activity to either cancel
the order or reschedule the training at no additional charge. In the event the training class is
rescheduled, the ordering activity will modify its original training order to
specify the time and date of the rescheduled training class. |
2) n the event the ordering activity
fails to cancel or reschedule a training course within the time frame
specified in paragraph a, above, the ordering activity will be liable for the
contracted dollar amount of the training course. The Contractor agrees to permit the ordering
activity to reschedule a student who fails to attend a training class within
ninety (90) days from the original course date, at no additional charge. |
3) The ordering activity reserves the
right to substitute one student for another up to the first day of class. |
4) In the event the Contractor is
unable to conduct training on the date agreed to by the Contractor and the
ordering activity, the Contractor must notify the ordering activity at least
seventy-two (72) hours before the scheduled training date. |
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Follow-Up Support |
The Contractor agrees to provide each student with
unlimited telephone support for a period of one (1) year from the completion
of the training course. During this period, the student may contact the
Contractor's instructors for refresher assistance and answers to related
course curriculum questions. |
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Price For Training |
The price that the ordering activity will be charged will
be the ordering activity training price in effect at the time of order
placement, or the ordering activity price in effect at the time the training
course is conducted, whichever is less.
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Invoices And Payment |
Invoices for training shall be submitted by the Contractor
after ordering activity completion of the training course. Charges for training must be paid in
arrears (31 U.S.C. 3324). |
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Format And Content Of Training |
1) The Contractor shall provide
written materials (i.e., manuals, handbooks, texts, etc.) normally provided
with course offerings. Such
documentation will become the property of the student upon completion of the
training class. |
2) For hands-on training courses,
there must be a one-to-one assignment of IT equipment to students. |
3) The Contractor shall provide each
student with a Certificate of Training at the completion of each training
course. |
4) For those courses conducted at the
ordering activity s location, instructor travel charges (if applicable),
including mileage and daily living expenses, must comply with the Federal
Travel Regulation or Joint Travel Regulations, as applicable, in effect on the
date(s) the travel is performed.
Contractors cannot use GSA city pair contracts. |