0373 gilt/Loewe?? From: Krauss, Becky Sent: Friday. February 08, 2013 1 :37 AM To: Cc: (0X6) Subject: FW: meeting w/ Heather From: Goldhelm, David Sent: Tuesday, March 31, 2009 5:40 PM To: Romiq, Al Cc: (We) Krausst Becky; (W6) Braithwaite, Karl Royden; (We) (bxe) Subject: RE: meeting w/ Heather Let us know From: Romlg, Al Sent: Tuesday, March 31, 2009 5:36 PM To: Goldheim, David Cc: (We) Krauss, Becky; W6) Braithwaite, Kari Royden; (bxs) Subject: RE: meetlng w/ Heather OK i see Heather tomorrow eve and will get her take al From: Goldhelm, David Sent: Tu'esday. March 31, 2009 5:00 PM To: Romlg, Al Cc: Krauss, Becky; (DXG) Braithwaite, Keri Roy'den; Subject: meeting w/ Heather Al. Becky and i had a very eflective meeting w/ Heather this PM. Her advice and insights are excellent. Essentially our next steps will be twat (as well as individuals to beavoided). Sandie and/or LM actionee, contact sequence and schedule. She suggested a number at contacts including speaking (We) to gain his insights. She also agreed to comment on our written strategy (power point presentation) and continue working w/ us to support and refine the Strategy. This is the cliff notes version; is scheduling a time for the 4 cl us to meet for a more complete strategy discussion. gopeiully the week of 4/13 in order to prepare tor our meeting w/ Judy and Wash Ops. m? 80 0374 From: Krauss. Becky Sent: Friday. February 08. 2013 1 1:38 AM To: (DXG) Cc: (mus) Sublect: FW: Notes trom our meeting w/ Heather From: Goldheim, David Sent: Wednesday, April 01, 2009 11:56 AM To: Krauss, Becky Cc: (bxs) Subject: Notes from our meeting w/ Heather Becky. Attached are my notes (while still fresh in my mind) from our meetlng w/ Heather yesterday. (think they might be helpful as we meet w/ AI and subsequently w/ Judy and the Wash Ops team. Can you correct any errors and add your notes? ,stm 53.: a 0375 OUO LM/Sandia Competition Sensitive March 31, 2009 Meeting: Heather Wilson, Becky Krauss, David Goldheim Subject: Contract Strategy Hobson out and that is good from a congressional support for contract extension point of view. Sandia is better positioned than Los Alamos National Security for extension. Lockheed Martin should aggressively lobby Congress, but keep a low profile? How supportive is the New Mexico delegation for a Lockheed Martin/Sandia contract extension? We need to meet with delegation. should let know (by direct contact) that he expects a contract extension and will follow the matter with personal interest. (We) staff must speak with him about the +3 of extension - work key intiuencers.? Which Sandia Vice Presidents could in?uence - key advisors? Point of Contact strategy. should speak with (WI ?friends and familY' - timing will be important. 00 we know any of W) colleagues at LBL who would advocate for the Lockheed Martin/Sandie team - Mim? W) could be a good source of insight. Check old DOE organization charts about who can help us - retirees. staff who have moved on. Focus on congressional allies. Avoid hard-over congressional believers in competition uber alles. Avoid parochial interests (9.9.. Hobson-like) who will use the New. Mexico delegation's desire for extension as a bargaining chip for their personal agenda. OUO Lil/Sandie Competition Sensitive 0376 OUO LAC/Sandie Competition Sensitive Ohio (Betteile) has lost a bit of clout in last 5 years. Congress is greatly segmented. Information is frequently not shared among members or even committee members. so don't worry about the strategy for contract extension spreading throughout Congress. Who in Lockheed Martin have relationships with and can inffuence chairs and members of key committees? White House advisory ottlces probably not players unless White House has a policy to compete all contracts. Meet with to seek his advice on strategy and request his help in getting and and their colleagues to be assertive with the Department of Energy. expected to be neutral according to John Epstein. not a supporter of Sandie according to John Epstein. Help trom Paul Hommert or Mim? .. also at Bipartisan Policy Center. can help with key staffers. 13 chief clerks in House on HM and Defense committees worked for should be contacted for advice and Insights into means of influencing the National Nuclear Security Administration. Meet with Richardson and get him to call or Flahm Emanuel and assert the State's desire to keep the Lockheed Martin/Sandie team in place and extend the contract. should be a good source of information regarding the National Nuclear Security Administration's sense of the value of the Lockheed Martin/Sandie team; Local politicians (Mayor and City Council) not major infiuencers since Lockheed Martin has a long standing and positive presence in New Mexico. Carefully plan the sequence of interactions and message to potential competitors to avoid them becoming pro active too early (Battelle. NG, etc). Carefully plan Chris Kubasik's and interactions to be timely and strategic. Heather is enthusiastic about supporting our Contract Strategy and will contribute whenever asked. OUO LMISsndie Competition Sensitive 0377 (0X5) From: Krause. Becky Sent: Friday. February 08. 2013 11:57 AM To: W6) Ca: (axe) Sublect: Fw: FotiowUp on Mac From: Go?iekn. David ant: Wedneday, writ 01, 2009 4:35 PM To: 'l-iAWibonGaoimm? Cc: Krauss, Becky; (We) Subject: RE: Follow-Up on . From: HAWilson0aoi.com [maltozliAWIImnanImm] SencWerkiesday.April01, Te: Goldhaim, David Cc: Krat?s, sooty; W3) Subject: its: Follow-Up on no l'l give Steve Bell (and a call this week with a heads up. They are likely to meet with you and Al together. Will let you know when have connected with them. Bell's wits has been quite sick. so he has been out at the cities some. In a message dated 4/1/2009 2:51 :45 PM. Mountain Standard Time. writes: Heather. Thanks againioryou today. Beckyandliound your recommendations quite insightiul and Al and i will toliow up wl (ONE) and arrange to meet wl him and also (We) l'll try and loin him ior both meetings as well as Becky to the extent we are able to coordinate calendars. Your otter to contact Steve Bell is accepted and we'll plan to include a meeting w/ him at the same time as we are in DC tor the others. Your suggestion about msethg w/ (we) is embarrassing because i didn't oi n. (We) worked in my organization tor a number oi years, until a year or so ago. as I led Sandia'a tech transier org and beiors assuming this use capture role. His approach to structuring network and ailinity maps is ust and so in make the big trip downstairs to meet w/ him. I Thanks again tor your advice. past. present and tuture. We look lorward to working closely w/ you to develop and implement our strategy. David 0378 Fm: MW.com [meilthAWlsonGaoLoom] To: Goldhelm, David C: io'sues, Bedty Subject: Follow-Up on Mao it was greet to meet with you yesteiday. t. l?vechecksdon W5) I-ieiedoing groups Including CSIS and ink He also heeded up one at the wondng gioups on the Congressional Conunlseion on Nuclear Posture. He is in London this week wanting on some test ban issue and will be beck Friday. W5) was the guy who made the extension decision when it was lest made and could tell you how he believes this will work- lntemally. His contact inlonnetion ls: (0X6) ill send him en e-mdi heeds up aitemoon that you might be contacting him. While asking him to have coileewhenyouare lnDCand picking his brain would bewoithbringing (OX6) 2. (hits) new contact "donation in 00 Is: (OX5) ii Al Romlg asked to go talk to him to get hie advice the next time he goes back to Washington. i think he would give you some significant lneighte. Hie Chiet oi Stall. (W6) is with him at the Policy Center. (It you want me to make this overture. i would be happy to do so.) 3. As it happens. i had a meeting reoentiy with (OX6) and some others in his group. He did a very good engagement plan and senior decision maker talking paints ior another purpose tor Sandie. It you are putting together a team to map out an engagement strategy for your purposes. he might be a hepiul participant. He clearly understands how this works. I look forward to working with you. Heather Heather Wilson Cornpany LLC 9220 Guadalupe Trail. NW Albuquerque. NM 87114 T: 505-331-0178 . ?on .. .- .. . -- Feeling the pinch at ?0'07 W- Heather Wilson a Company LLC 9220 Guadalupe Trail. NW Albuquerque. NM 87114 T: 505-331-0178 Pacino the pinch at the grocery stow? MW 0380 (OX6) Front: Krauss. Becky Friday. February 08. 2013 12:00 PM To: Cc: Meet: Fw: (W5) a Heather Wilson consulting services Front: Goldhelm, David I. Sent: Monday, April 06. 2009 1:33 PM To: cc: mam. MY W6) ?Meet: us; WW answerme (me) These agreements are in place and active. in both cases W5) has reviewed our planned work against the existing SOWs and concluded that our planned work lits w/i the existing SOWs (opinions below). As iar as PCs or PRs. I'll leave that you and (axe) Thanks lor the help. David M: (We) ?It: My. Mil N, 9:46 AM To: Kalli. My Cc (DXG) amen: (bxe) Becky. The following are attached: M1159, which is a P0 with a statement oi work broad enough-to include within its scope the additional work. This PO is an order placed against an ordering agreement. m. The rate in the ordering agreement ls (W) per day (page 5. Allowable Charges). Thank you. (W5) m, (axe) Scrum,hlarcl126,200912:54m Tor Kratss, Becky Dc: Goidheim, David We) Subject: RE: items (or CPA Heather Wilson Becky. i believe that such a meeting is within the scope oi the SOW and the current (April) task. (W6) 0381 This email contains iniormstion that Is legally privileged. or proprietary. ande otherwise exempt from disclosure under law. It you are not the Intended recipient. please do not read, copy, or use It. and do not disclosure It to others. Please notify the sender oi the delivery error by replying to this pm, (one) Sent: Monday, April Denim (axe) t: 13 PM ?I?or Goldheim, David Cc: Krauss, Becky; (bxs) Subject: FW: (We) a Heatha Mbon muting services David and rolls) Are these agroernents already In place? They are showing with a PR number not a PC. I would think that what you went Is In slimmer! with the statement of work so we would need to just add our project and task to these agreements. can you IolIow up. see it they have been placed Is there a dollar limit. and price out both by the drink and it we out In tor about 10 days and a law trips. I currently have about in the Ior strategic initiatives. (DXB) . use (mm Thanks (DXG) ?enu build I. Sent: Mind?. Act! 06, 2009 12:09 PM Tet (0X6) Ca My; (DXG) ?lest: (we) Heavier Wilson cerium (0X5) . As you know. i-heve been In touch (W5) ramssted that he assist us In developing our LIA/Sandie strategy wit the 1-2 hrmeeting at Sandia on April 17. I?m sure there will be Ioilow-on (additional meetings at Sandlaand work i-Islivea In (We) and willdrivedownior matings Sandie has a current Protessional Service Agreement (attached) under which this work will tell. Including a dailyconsulting rate. I am not certain howws typically handle budgets iorsuch work (paylorless than dayoi support. mileage expenses. etc). bye-mall. we hevethesamenaedlorsupportirom HestherWIisors? She also hasa Protessional Services agreernent w/ Sandie (attached below) under which this work will Isl. Becky and I met w/ her last weektoracomleoi hours and iollowlng ourmeeting she has been As yotwe've not discussed payment but Iwould expect we should pay tor her time during our meeting and lot IolIow-on work I know budoets are tidht and these are unplanned expenses. so clone let me know how you think we should proceed- (We) and~10-15 Ior Heather. on an annw basis Including a trip or more to (best estimates I have). Thanks. David File: PO 7475350.de File: H.Wllson.Aprll.Tesk.Order.door File: SECTION 1 Date: Sandia National Laboratories mm 0 hr: 747550 was "we. Revision: 3 Solo 1119 ALAMEDA at SANTA FE. NM87501 United States Please respond to: SANDIA CONTRACTING REPRESENTATIVE SANDIA NATIONAL LABORATORIES ?00 M81484 Albuquerque, NM 87185-1484 (DX6) Submit invoices to: SANDIA NATIONAL LABORATORIES ACCOUNTS PAYABLE M81385 PO BOX 5800 ALBUQUERQUE. NM 87185 Invoice Status Line: (505)845-9600 Supply Chain Help Desk: phdeskesutditgov Ibis is a revision to the Standani Ptu'chue Order listed above. This revision is authorized for binding commitment by the Sandie Contractin . . . . Representative named above and :5 effect: the above date. By signing the copy of this Signatute Page and returning it to the SCR. sending an electronic V: on acknowledgement of this maaction. or by delivering/performing the speci?ed items/services. you are accepting the contact terms. Authorized Offeror Representative Date /0 Page 1 of 9 0383 0 Saudi. Nam Laboratories was? and-emu- Supplies (bxe) Ship T0: N0 SHIPMENT Shun Ship Via: cum SECTION 1 Standard Mime Ordu 747550. 3 mun- milit- R). Dallvc To Nam: WIN-{odd Remain?: (We) u- nusual-rt any?. new um Usual:- Am . (U 3% I See Clause 1. Statement of Promised: 32,800.00 Work [6894? 00.0mm This line Menace; Contact AuaemenI696237 Ship To: Deliver To: (9X5) mu: 32m (1131) Mum 0384 SECTION I Sandia National Laboratories Standard Purchase Order 747550. 3 Gandhi [It'd-dd laugh! Sadi- Cami-ulna Contract Terms and Conditions Table of Contents Terms and Conditions A MIGRATION NOTE TO SUPPLIER A NOTE TO CONTRACTOR (OI-09) . 4 SECTION I CLAUSES . . 4 PROFESSIONAL SERVICES AGREEMENT PREAMBLE 4 ORDER AGAINST ORDERING AGREEMENT 4 STATEMENT OF WORK A PERIOD OF PERFORMANCE A CEILING PRICE - . ALLOWABLE CHARGES- PROFESSIONAL SERVICES 5 MAXIMUM ALLOWABLE TRAVEL COSTS- CONSULTANTS 5 PROFESSIONAL SERVICE PROVIDER INVOICING . ..6 DELEGATION OF AUTHORITY 7 SANDIA RETIRED CONSULTANTS- 433FS (09-04). . 7 ACQUISITION CONFLICT RESOLUTION PROCESS- 850ACR (12-04) . . . . PROHIBITED ACTIVITIES- 400PA (07-07) . . DOCUMENTS INCORPORATED BY REFERENCE 8 /a Page 3 of 9 SECTION I Sandia National Laboratories Standard Purchase Order 747550. 3 Warmly Sadie Corporation Terms and Conditions MIGRATION NOTE TO SUPPLIER SECTION I CLAUSES PROFESSIONAL SERVICES AGREEMENT PREAMBLE This is a PROFESSIONAL SERVICES AGREEMENT between Sandia and the Provider. ORDER AGAINST ORDERING AGREEMENT STATEMENT OF WORK (NM) The Contractor shall provide Sandia National Laboratories with technical expertise. At the direction of the Sandia Delegating Representative (SDR). the Contractor shall provide the following: 1) Ser a ?mum? Sandie team deVd?Pin8 Strategic alternatives for future contractual scenarios. consistent with 97 Sandia's 'Contractual Governance Relationships? strategic issue. With development of documentation. Provide red team insights into proposals.. PERIOD OF PERFORMANCE (9X4) Change from: The Period of Performance shall commence on September 17. 2007 and shall end on September 16. 2008. (Not to exceed 160 hours. including authorized paid travel time during any 12-month period.) Change to: The Period of Performance shall commence on September 17. 2007 and shall end on September 2009. /3 Page4of9 0386 sscnom WNW LIMW Standard PurchueOrder'l?SSO. 3 opt?usages. war-qty SandWIChnnul?un (Not to hours. including authorized paid travel time during any l2-month period.) (9X4) Change from: The Period ?Performance shall commence on September 17. 2007 and shall end on Dwember 17, 2007. (Not to exceedlbx?) hours. including authorized paid travel time during any 12-month period.) Change to: The Period of Performance shall commence on September I7. 2007 and shall end on September l6. 2W8. (Not to hours. including authorized paid travel time ?bring any lz-month period.) (RM) The Period of Performmoe shall commence on September 17. 2007 and shall end on December I7. 2007. (Not to exceed