200D84001
                                 DRAFT
      ADMINISTRATIVE AUTOMATED OFFICE SYSTEMS
       FEASIBILITY STUDY, IMPLEMENTATION AND
             OPERATIONAL GUIDELINES

                 August 18,1982
DRAFT

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                           TABLE OF CONTENTS
Section


Section
Section
Section
Section
Section
  1          Introduction
  1.1        Purpose and Scope of the Guidelines

  2          Preliminary Investigation
  2.1        Scope of the Investigation
  2.2        Investigation Procedures--
  2.3        Making a Decision Regarding Further .Study

            QUICK REFERENCE GUIDE

  3     -     The Feasibility Studj
  3.1        Conducting the Feasibility Study
  3.2   .     Requirements Analysis  	
  3.2.1      Definition of Requirements
  3.2.2      System Design Model
  3.3...      Selecting Automated O/fice Equipment
  3.3.1      Representative Configuration
  3.3.2      Word Processing C6st.Analyses Comparison
  3.4        Proposed System Design

  4          Detailed System Design
  4*1        Introduction
  4.2        Hardware and Software Configuration
  4.3        Environmental Considerations -/y:
  4.4        The Total System Design

  5          Procurement
  5il        Introduction               -               •;'•.:
 $.2        Overview of EPA Standard'Word Processing Contract
 &J        Requirements for Procurement  ;

 6          Implementation
 6.1        Introduction
 6.2        Site Preparation
 6.3        Delivery, Installation and Acceptance
 6.3.1      Delivery of Equipment       .
 6.3.2      Notification of Shipment/Intent tOiDeliver
 6.3.3      Notice and Certification
i6.3.4      Software Installation
: 6.3.5      Acceptance Testing
 6.4        Conversion Support
 6.5        Training

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Section   7          Systems Operation
          7.1        Introduction
          7.2        Daily Operations Guidelines
          7.2.1      Prepare for Daily Operations
          7.2.2      Daily Procedures
          7.2.3      Correct Problems
          7.2.4      End Daily Operations
          7.3        Maintenance and Back-Up
          7.3.1      Schedule Vendor Hardware Maintenance
          7.3.2      Operator Maintenance
          7.3.3     'Software Maintenance and Back-Up
     .v    7.3.4  •    Supplies and Material Ordering
          7.4        Operations Documents

Section " 8      '   Review and Evaluation
          8.1  "  ?   Introduction
          8.2    ^   Purpose and Scope
          8.3     '   the Review Process
          8.4        Methodology
          8.5       ...Conclusions and Recommendations

Appendix,A       ;   Typing Productivity Analysis
Appendix B       -'   Key.Product Analysis
Appendix C           Preparation of Document Requests
Appendix D           Equipment Descriptions and Costs
Appendix E           WP Conversion Action Decision Matrix

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                                          AOS GUIDELINES 28 July 82
                             SECTION 1

                           INTRODUCTION
1.1        PURPOSE AND SCOPE

           The  purpose  of these guidelines is  to  provide a  framework
within which  word  processing and office, automation  can be  planned,
implemented,  and managed in the Environmental Protection Agency. The
software and hardware used to implement word processing and automated
office systems in the Agency will be selected-from that available via two
Agency wide contracts: one for Word  Processing, and another  for,. Office
Computers.                                                ?
                                                           •!•  '. i
           This  version  of the  guidelines specifically  applies  to  those
applications supported by equipment  available under the Agency-wide
word processing contract.  A later release will expand the scope of'these
guidelines  to  address other automated office applications that can be
supported by the Agency-wide contract for office computers. For each
Program Office, a Word Processing Coordinator will be identified.  The
coordinator will  be  responsible  for implementing these guidelines with
respect to word processing acquisitions.

           Fundamental EPA policy is to provide each operating and staff
unit with the appropriate support (equipment and services) to enable them
to produce their key products in a timely  manner,  at required  quantity
levels, and at  the least overall cost.  However, the  level of justification
required will be related to the scope and size of the equipment and services
that the unit proposes to acquire. This justification can be expressed in
terms of both cost-avoidance and value-added benefits. The scope arid size
of the feasibility study supporting this justification is determined by the
user-community to be supported  (e.g., clerical, technical, and professional
                                 1-1

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I acknowledge receipt of the Administrative Automated Office Systems

Feasibility Study, Implementation and Operational Guidelines.
     Name:

     Address:
     Point of Contact (if other than yourself):
Please send to:
               Robert M. Morgan
               EPA Word Processing Coordinator
               Management Information and Data Systems Division
               PM218
               Environmental Protection Agency
               401 M Street, S.W.
               Washington, D.C.  20460

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                                          AOS GUIDELINES 28 July 82

staff) and the functions to be provided (e.g., word processing, electronic
transmission  of documents, and simple records management).  A typical
study might require 4 to 6 person days to prepare.

           These guidelines encompass the  entire systems life cycle and
provide  a   framework   (or   methodology)  for  planning,  acquiring,
implementing, and managing  EPA word  processing.  This methodology
addresses six phases in the systems life cycle. They are:

           o     Preliminary Investigation
           o     Feasibility Study
           o     System Design (Specification and Procurement)
           o     Implementation
           o     System Operation, and
           o     Review and Evaluation.

           The phases are addressed  in detail in Sections 2 through 8.
Figure 1-1 outlines the  major  activities and responsibilities for  each
phase.
                                 1-2

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L         PRELIMINARY INVESTIGATION
           o    User  discusses  available  technology  and  potential
                applications with MI DSD (Optional)
           o    User determines  general  requirements and  potential
                benefits of new or modified system
           o    If potential benefits warrant, user  plans for feasibility
                study
H.         FE ASIBILIT Y STUD Y
           o    User contacts MI DSD for coordination and any assistance
                required
           o    User develops comprehensive definition of requirements
                with assistance from MIDSD as required
           o    Alternative solutions are identified and analyzed
           o    Cost-Benefits of alternative solutions are developed
           o    Recommended alternative is examined in detail
ffi.         SYSTEM DESIGN
           o    MIDSD assists user in:
                     Determining   size   and    configuration    of
                     recommended system
                     Preparing required procurement documentation
IV.         IMPLEMENTATION
           The Implementation Phase is a joint venture involving the User
           organization, MIDSD,  EPA Facilities Management Staff, and
           Vendor  personnel.    However,  the user has the  primary
           responsibility for coordinating all activities in this phase.
            AUTOMATED OFFICE SYSTEMS GUIDELINES:
             MAJOR ACTIVITIES AND RESPONSIBILITIES
                       Figure 1-1 (Page 1 of 2)
                                1-3

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          o    Implementation Plan is developed
          o    Software/Hardware Installation activities including:
                     Order Processed by EPA Contracting Office
                     Site Preparation
                     Delivery and Installation
                     Training (by vendor)
                     Acceptance Testing (by the user)
          o    If existing software or data files are to be converted to
               the new system:
                     Programming (for conversion to new system)
                     Integration and System Test
                     Acceptance Testing
          o    Conversion:  New  equipment  tested  with   existing
               equipment
V.        SYSTEM OPERATION
          o    User Operates System
          o    Vendor provides refresher/new staff training
          o    Vendor provides hardware  and software maintenance  as
               required
VL        REVIEW AND EVALUATION
          o    MI DSD  assists user in evaluating expected vs. actual
               system benefits
          o    Assessment of  System  to  refine and  enhance   as
               appropriate.
            AUTOMATED OFFICE SYSTEMS GUIDELINES:
             MAJOR ACTIVITIES AND RESPONSIBILITIES
                       Figure 1-1 (Page 2 of 2)
                                1-4

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                                           AOS GUIDELINES 28 July 82


                              SECTION 2

                 THE PRELIMINARY INVESTIGATION


2.1        SCOPE OF THE INVESTIGATION

           The  preliminary  investigation is initiated  by management
based on  general objectives  of the organization.  The investigation will
provide management with general requirements and the benefits to be
derived from implementing a new system or from modification to an on-
going system. The investigation will also  indicate if a comprehensive and
detailed Feasibility  Study  is  needed.   Based  on  the  results  of the
investigation, management  can  determine  the need for an  in-depth
analysis, areas  of  concentration and factors  to be considered in the
Feasibility Study.

           The preliminary investigation should focus primarily on (1) the
use of the current system and (2) the identification of office problems.
Structured Interviews or  questionnaires may be used as appropriate to
gather pertinent information.

           Figure 2-1 illustrate a representative table-of-contents for the
preliminary investigation report.  The  preliminary  investigation  may
identify alternatives to  word  processing or  office  automation.   For
example:  (1) retraining in the basic typing skills (2) redefining of current
office procedures, (3) centralized typing functions and (4) contract typing
                             "\
services. These may be more cost-effective than the installation of  word
processing equipment or Office Computers.
                                 2-1

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      CONTENTS OF PRELIMINARY INVESTIGATION

1.      Introduction
1.1      Background (Mission Statement)
1.2      Define Organization Objectives
2.      Definition of General Requirements
2.1      Identify Problem Areas
2.2      Determine Overall Requirements
3.      Alternatives
3.1      Identify Potential Benefits
3.2      Identify Opportunities for Greatest Return on Investment
3.3      Define Scope and Focus and Level of Effort for Subsequent
        Feasibility Study
                        Figure 2-1
                           2-2

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                                        AOS GUIDELINES 28 July 82

2.2       INVESTIGATION PROCEDURES

          The following outlines the series of procedures that should be
followed in performing the preliminary investigation.

A.        DETERMINE    GENERAL     OBJECTIVES    OF    THE
          ORGANIZATIONAL  UNIT  (E.G..  DIVISION.  BRANCH  OR
          SECTION)
          1.   What, is the mission of the program or functional office?
          2.   What are the goals of the program or functional office?
          3.   What are the major office processes or systems required
               to support  these  goals?   What  are the established or
               desired information  flows?   (i.e., What are  the  key
               decision processes of the office and what information is
               required to support these decisions?)
          4.   What leads one to  believe that office  automation  will
               help accomplish these goals?
          Answers to the above four questions should define the general
objectives and processes of the organizational unit.                '

B.        SURVEY   'THE   CURRENT   SYSTEM  AND   IDENTIFY
          PROBLEMS
          1.   Survey instruments to be used.
               o    Interview Questionnaires
                    -    Managers/Professionals
                         Support Level Personnel
          2.   A  summary of the  data  collected during  the survey
               should  identify problems with the existing system.  For
               example:
               o    Change in workload (Define how it has changed)
               o    Information flows (Define and illustrate)
                               2-3

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                                         AOS GUIDELINES 28 July 82
B.
     o    Quality  of  work  (Why  is  it  below  expected
          standards?)
     o    Employee morale (What has caused it?  Explain.)
     o    Increase in overtime (Why? What are the reasons?
          Is overtime a  continuing problem? If  so?  Why?
          Explain.)
     o    Reduction in staff (What are the losses?)
     o    Turnaround time (What is causing it?)
     o    Production backlogs (Why? How did they develop?)
     o    Priority demands (Can contentions for priorities be
          changed?)
DETERMINATION OF GENERAL REQUIREMENTS
          With  the  identification of problems in the  current system
general requirements should be determined. For example:
               Requirement:

               Problem(s):

               Requirement:
               Problem(s):
               Requirement:

               Problem (s):

               Requirement:

               Problem(s):
                    Increase in professional and administra-
                    tive productivity.
                    Backlog,  turnaround   time,  increased
                    overtime.
                    A need for office communications.
                    Information  flows, turnaround time.
                    Effective use  of  present  staff  and
                    equipment.
                    Employee morale, increased  overtime,
                    backlogs, reduction in staff, turnaround
                    time.
                    A  need  to tie  in   data  processing
                    applications.
                    Information   flows,  turnaround time,
                    change in workload.
                                2-4

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                                          AOS GUIDELINES 28 July 82
2.3        MAKING A DECISION REGARDING FURTHER STUDY

           The results of the preliminary investigation will indicate if a
comprehensive  and   detailed  feasibility   study   is   needed  before
implementing a new system or modifying the existing system.  Based on
the results of the  investigation  management will determine whether a
word  processing or an office  automation study is required to meet the
objectives  of  management.  In making the decision the following factors
are considered:

           (1)   What  general requirements can be  met through  word
                processing or  office automation applications;
           (2)   What   are  the  limitations  and  constraints  of  the
                organizational unit budget for the fiscal year;
           (3)   Will  the  cost  of  an  WP/OA  study  be  within  the
                limitations of the budget for the fiscal year;
           (4)   Which  EPA  contract,  (word processing equipment or
                office computer) can  meet the general requirements; and
           (5)   What   procedures   are  involved   in  conducting  a
                comprehensive WP or  OA  study.   (Review  the Quick
                Reference guide which follows this section  and Figure
                2-2).

           These factors are analyzed to determine which type of study
should be  performed  to achieve  the objectives of management.   In
performing the  analysis, the general  requirements  should  be ranked
according to  importance, taking into  account  what monetary resources,
people and equipment  are  available for conducting the study and an
evaluation  of  the WP/OA equipment  contracts to determine  which can
meet  the general requirements. Other factors for making a decision may
be the size of the organization  and specialized applications.

           The  preliminary   investigation  should  provide  sufficient
information to determine:
                                2-5

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                     REQUIREMENTS AND BASELINE DATA MEASUREMENTS EXAMPLES
General Requirements (Goals)
A.   Increase Support Staff Productivity
 Word
Processing
 Office
Automation
   Baseline Data


o   Typing Volume

o   Typing Categories

o   Use of E mployee Time

o   Equipment Use
B.   Increase Professional Staff
       Productivity
C.   Office Communications, Information
     Flows
D.   Specialized Application
     (e.g., Administrative
     Services; Personal Services)

E.   Effective use of Equipment and
     Personnel
F.   Improve Quality of Work Output
                               Key Product Analysis
                               Key Product Preparation
                               (Processing)
                               Use of Employee Time

                               Key Product Preparation
                               (Processing)
                               Transmission/Distribution

                               Use of Employee Time
                               Key Product Preparation
                               (Processing)

                               Equipment Use
                               Human Factors
                               Use of Employee Time

                               Quality of Work
                               Key Product Preparation
                               (Processing)
                                                Figure 2-2

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                                           AOS GUIDELINES 28 July 82
           o    the size and  scope of the subsequent feasibility study,
                and
           o    the   appropriate   technology  that   can  address  the
                identified (preliminary) requirements.

           It  should be noted that during  the  course of the feasibility
                                                                ^
study, as the  identified requirements are further refined and enhanced,
the scope of the  proposed system  may  expand or  contract from that
envisioned in the preliminary investigation.
                    .:

           Should findings indicate  that the scope will expand, the level-
of-effort required for  a feasibility study will also expand. For example,
one may have to collect additional data on on-going activities  through use
of questionnaires,  interviews, and activity logs.  Management  review and
approval should  be obtained before committing additional resources for an
expanded feasibility study.
                                                                \
           The  techniques  that  can be employed in conducting a  word
processing feasibility study are detailed in Section 3.
                                 2-7

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                                            QUICK REFERENCE GUIDE
Category
A.   Preliminary Investigation
     1.   Suggested Contents
     2.   Data Collection Instruments
B.   Feasibility Study Limited in Scope
     1.   Suggested Contents
     2.   Data Collection Instruments
     3.   What Instruments to Use
     4.   Analytical Procedures
          (a)   Key Product Analysis
          (b)   Typing Production Analysis
          (c)   Workstations Required for WP Applications
          (d)   Personnel Required for  WP Application
     5.   Cost Analyses Comparison
C.   Comprehensive Feasibility Study
     1.   Suggested Contents
     2.   Data Collection Instruments
     3.   Instruments to Use
 Sections)
A.   2
     1. 2; Figure 2-1
     2.
B.   2
     1. 3; Figure 3-1
     2. 3
     3. Appendix A; Figure A-l
     4. Appendix A & B
     (a) Appendix B; Figure B-l
     (b) Appendix A; Figure A-2,
     (c) Appendix A; Figure A-3, A-7
     (d) Appendix A; Figure A-4
     5. 3.4.3;
C.   3
     1. 3; Figure 3-1
     2. 3
     3. Appendix A; Figure A-l

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r\»
to
             Category
                                      QUICK REFERENCE GUIDE

                                                        Section(s)
             D.

             E.
             F.
                  4.    Analytical Procedures
                       (a)   Key Product Analysis
                       (b)   Professional and Support Level Task Costs
                       (c)   Typing Production Analysis
                       (d)   Workstations Required for WP Applications
5.   System Design Model
6.   Cost Analyses Comparison

Developing The System Design

Procurement of New System

1.   Preparation of Procurement Requests (PRs)

2.   Overview of EPA Word Processing Contract

3.   Equipment Costs

Implementation of New System
             G.   Operations of Implemented System

                  1.    Operations Monitoring Documents

             H.   Review and Evaluation of Implemented System
D.

E.
F.
                                                            4.  Appendix A & B

                                                               (a)  Appendix B; Figure B-l
                                                               (b)  Appendix B; Figure B-4
                                                               (d)  Appendix A; Figure A-2
                                                               (e)  Appendix A; Figure A-3, A-7
5. 3.2.3
6. 3.4.3; Appendix D

4

5

1. Appendix C

2. 5

3. Appendix D

6
                                                       G.   7

                                                            1.  7.4

                                                       H.   8

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                                          AOS GUIDELINES 28 July 82
                             SECTIONS

                      THE FEASIBILITY STUDY
           The word processing feasibility study consists of three major
components:

           o    Requirements Analysis
           o    Alternative Equipment Analysis
           o    Proposed System Design

A detailed description  of the contents of a feasibility is shown in Figure
3-1. The suggested level-of-effort for word  processing feasibility studies
is as follows:
                      h
           o    New Equipment or Additional Equipment
                1 to 25 workstations - Maximum of 3-4 person days
                25 to 50 workstations - Maximum of 10 person days ,
                over 50 workstations - 10 to 25 person days
           o    Replacement Equipment (using Exchange Program)
                same number (up to 25) - none
                over 25 workstations - 10 person day effort

           To facilitate the review process, MIDSD is  requiring  the
submission of summary documentation only for equipment available under
the Agency-wide contract for word  processing equipment.  In addition,
MIDSD  requires  a statement  signed  by the official authorizing  the
expenditure of funds  (e.g.,  Division Director) verifying that a formal
feasibility study report and supporting background information is available
for MIDSD  review upon  request.   The summary  documentation shall
conform to the format illustrated below.
                                3-1

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              CONTENTS OF THE FEASIBILITY STUDY
1.   EXECUTIVE SUMMARY

     1.1  Background Information (org. primary responsibilities)
     1.2  Requirements of the Proposed System
     1.3  Justification of Requirements
     1.4  Objectives of the Proposed System
     1.5  Assumptions  and Constraints of the Study
     1.6  Methodology Use in Arriving at Requirements
     1.7  Recommendations and an Implementation Plan
     1.8  Alternatives  Considered

2.   DEFINITION OF REQUIREMENTS

     2.1  Description of Existing System (Baseline)

          This section should  describe in greater detail the organization
          and provide an overview  of the major functions performed by
          the organization, major legislation affecting the organization,
          principal geographic locations, and type and size of staff.

          2.1.1       Analysis of Findings (Data Collection)

                     o    Describe major data flows
                     o    Specify workload volume
                     o    Personnel -skill categories, staff ratio
                     o    Equipment inventory
                     o    Limitations of the existing system

     2.2  Statement of Requirements for Proposed System such as:

                     o    Increased Productivity
                     o    Improve Management
                     o    Improve Manpower Utilization

                       Figure 3-1 (Page 1 of 2)
                                3-2

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3.   STATEMENT OF ALTERNATIVES


     3.1   Describe how the alternative(s) will meet the requirements of

           the proposed system.


     3.2   Impact of Alternatives


           o     Technological
           o     Organizational
           o     Procedural


4.   COST BENEFIT ANALYSIS


     4.1   Cost of Present System


           6     Personnel
           o     Equipment

     4.2   Cost of Proposed System

           o     Personnel
           o     Equipment (Leased-rent options/Purchase)
           o     Environment  modifications
           o     Training

     4.3   Identify - Benefits

           o     Cost Reduction
           o     Value Enhancement


5.   RECOMMENDATION (Proposed System)
                                                             4
     5.1   State the reasons which support the recommendations of the

           proposed system over  the other alternative systems.  Include
           all  quantifiable  benefits  and  non  quantifiable  benefits,

           required resources,  possible  effects  on  organization  and
           consequences of not taking action.


6.   DEVELOP IMPLEMENTATION PLAN


     Outline a plan to include detail system design, acceptance testing,

conversion  and installation.  Identify major milestones and management

decision points.
                       Figure 3-1 (Page 2 of 2)


                                3-3

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                                          AOS GUIDELINES 28 July 82
          o     Specific Intended Applications of the Equipment (e.g.,
                repetitive typing of letters,  memos and short reports;
                communication with Regions I, II, and IV; etc.).

          o     Workload Information as Appropriate,  (e.g., 50 pages of
                text  produced per day; three communications sessions
                per day estimated with an average of 10 pages of text
                transmitted/received per session; etc.).

          o     User Population.

                     Number, type and function (e.g., Professional vs.
                     Clerical,  routine text  production  vs.  records
                     management)

                     Physical layout and planned interaction

                     Geographic    location    and     communication
                     requirements.

          o     Certification by  word processing coordinator that  formal
                feasibility  study  report   and supporting  background
                information is available for MIDSD review.

3.1       CONDUCTING THE FEASIBILITY STUDY
          The primary objective of the feasibility study is to examine

current operations and to identify applications where efficiency could be

improved  through the  use  of  word  processing  (or office computer)
equipments.   The proposed  improvements should be considered  in the

context  of  potential  organizational,  procedural,  and  technological
impacts.  As  an  initial step, the scope and objectives of the feasibility
study should be clearly defined.
                                 3-4

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                                           AOS GUIDELINES 28 July 82
A statement of objectives should include:

           o    A description of problems to be solved;
           o    An outline of results to be achieved; and
           o    A list of benefits to be gained.
A statement on the scope of the study should include:
           o    The name, geographic locations, and functional relations
                of the organization to be studied;
           o    A description of the functions to be analyzed;
           o    A list of types of data to be reported; and
           o    A list of items to be excluded.

3.2        REQUIREMENTS ANALYSIS

           This   section   describes  the  methodology   and  analytical
procedures used to evaluate the present methods of operation.

           The study methodology and  analysis is  characterized by a set
of  procedures that  focus  on  productivity  improvement  and  cost-
effectiveness. These procedures are used during the feasibility study and
in subsequent review and evaluation of word processing equipment.

           Data may be measured in the following areas:
           o   Productivity
           o   Equipment use
           o   Total costs
           o   Key product preparation (processing)
                                 3-5

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                                          AOS GUIDELINES 28 July 82

           Any of the above areas may be measured individually (or in
combination with others) depending on the general requirements and depth
of the study. Figure 2-2 gives examples of requirments and baseline data
to be measured.

           The current (baseline) system  must be  measured before  the
feasibility  of  any proposed changes  can be  evaluated.   The system is
described in terms of key products.   "Products" are the output of  the
organization; such products may be written results or services performed.
By focusing  on the product, it becomes feasible  to identify a set  of
technological, organizational, and procedural  changes which can improve
productivity  and cost-effectiveness.  It should be noted  that when  the
productivity of a centralized word processing center is the focus of  the
study, the  key product to be examined is  expressed in terms of typing
production.

           Appendix   A   provides   detailed  procedures  for  Typing
Productivity analysis.   Data is  collected through an examination  of
chronological  files (or via typing activity logs) and  is  translated  into
projected annual typing workload.  This workload determines the number
of workstations and printers that can  be justified. For example, an annual
typing  workload  of  896,000  lines  would  require a  minimum of 5
workstations and 2 printers (Appendix A, Figure A-8).  The actual number
required may be somewhat greater due to the physical location of  the
clerical support staff and the resultant constraints on equipment sharing.
Periodic equipment utilization  reviews  by  the  Program Office  Word
Processing coordinator will assist management in refining and enhancing
the equipment configuration initially acquired.

           For other  key product analysis, Appendix B provides guidance
on translating the information collected on key products  into, first,  the
level-of-effort expended and, then, the cost of preparing the key product.
This baseline cost together with the cost of proposed new equipment and
the projected impacts (technology, organizational, and procedural) on the
                                  3-6

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                                           AOS GUIDELINES 28 July 82

key product preparation process are the basis upon which new  equipment
can be justified.  The projected impacts on  the key preparation process
can be expressed in terms of both cost-avoidance and value-added factors.

           As  a simplistic example, assume that four professionals are
involved in the logging and  tracking of projects (the "key product") and
that this accounts for twenty-five percent of their time. Therefore, the
professional level-of-effort (labor) involved in key product preparation is
2080 hours (assuming 2080 hours = one person year).  At $25.00 per hour,
the baseline cost of professional labor is $52,000.00.   The equipment cost
of  a single workstation and printer is approximately $4,000.00 per year
(assuming  a three-year  life cycle  as in Section  3.3.2  and  including
approximately  10% cost of supplies). At this point, it should be noted that
the proposed technology investment appears to be cost-feasible; it is less
than 10%  of the baseline cost.   Under the assumption that the cost of
professional labor is $25.00  per hour, then  the  equipment investment
represents 160 professional person hours ($4,000.00/$25).  Therefore, the
equipment would be justified if its impact  on  the key product preparation
process equalled or exceeded 160 person-hours (i.e., a total of 20 person-
days or 5 person-days saved  for each of the four professionals  involved).
Periodic post-implementation review  and evaluation  by the  Program
Office  Word   Processing  coordinator  would  then  provide   additional
guidance  on  key product  impacts  and  equipment  configuration and
utilization. MIDSD  should be  contacted  if  additional guidance on key
product analysis is required.
           As a  final activity,  the study  data should  be summarized by
organizational unit (e.g., Division Branch, Section, and Laboratory).  Data
may be summarized for each staff participant depending on the specific
information is required.

           It should be  noted that the level-of-effort involved in .data
measurement is dependent on the scope of  the  proposed system.  For
example, when a single word processor is being considered, a perusal of
chronological files would likely be appropriate.  Where a sophisticated
                                 3-7

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                                          AOS GUIDELINES 28 July 82

office  system is being considered, one  may  wish to use the complete
comprehensive set of tools and techniques described in this section.

3.2.1       DEFINITION OF REQUIREMENTS

           System requirements  are  statements of user needs.  These
statements are derived from analysis of  baseline data, which can be both
quantitative and qualitative.  The analytical  procedures in the previous
section should provide the basis for identifying user needs. These are then
translated into system requirements.

           When defining the system requirements one should be aware of
the following points and considerations:

           o    System  requirements  are  the  difference  between
                baseline productivity and productivity goals;
           o    Projected changes to the baseline productivity;
        •   o    Feasibility  and  significance  of proposed requirements;
                and
           o    Accuracy of the  baseline data.

           The system requirements may be described from six  points of
view:
           o    Legislative,  regulatory,  security  and  EPA  internal
                requirements;
           o    Information  flows   including   inputs,   outputs  and
                processing;
           o    Procedures required;
           o    Interfaces   with   other  systems,  and   organizations,
                functional units or groups;
           o    Workload; and
           o    Current WPE or Office Computer utilization.
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                                          AOS GUIDELINES 28 July 82
           Factors that can generate requirements usually include  but
may not be limited to the following:
                                                               i
           o    New  legislative  or  new  internally  established agency
                direction;
           o    Present workload increases where it is no longer feasible
                to maintain current equipment levels or procedures;
           o    Turnaround  and  degree  of  accuracy  of the  current
                system;
           o    Management   determination   that   current   manual
                procedures  could be   enhanced  with  new  technical
                innovations;
           o    People efficiency/productivity; and
           o    Enhancement  of professionals'  analytic  and  decision
                making capabilities.

           There is no limit to the number of system requirements that
may be proposed.  However, to ensure that the most important  needs of
the organization are met, the requirements should be prioritized.

3.2.2       SYSTEM DESIGN MODEL
           The system  requirements become  the  basis for creating a
system  design model.   To  develop a system  design model,  system
requirements  must be  expressed in terms of changes  that  must be
effected in the areas of technology, organization and procedures.   This
accomplished, one  will have defined technological,  organizational and
procedural productivity improvements.   It  should  be noted  that any
particular system requirement may impact one or two areas but  might not
necessarily have a significant impact on all three  of  these areas.   The
relationship of system requirements  to technological, organization, and
procedural improvements is illustrated in Figure 3-2.
                                 3-9

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                      SYSTEM DESIGN MODEL

                        System Requirements


          o    Capture of Documents Originating Outside the System
          o    Improve Quality of Document Creation
          o    Correspondence Distribution
Technological
Improvements
o    Use of Scanning Device (OCR)
o    Use of Text Editors (Visual Display)
o    Electronic Mailbox
Organizational
Improvements
     Program Office Word Processing
     Coordinator
     Division/Branch Word Processing
     Supervisor
Procedural
Improvements
o    Security
o    Correspondence Control
o    Redefining Procedures for Performing Well
     Defined Office Activities
                             Figure 3-2
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                                          AOS GUIDELINES 28 July 82

3.3        SELECTING WORD PROCESSING EQUIPMENT

           The system design model becomes the basis for developing
feasible alternatives.   Note that when it has been  established that  an
office computer will best meet the requirements of the organization, the
user  organization will stop  the  feasibility study  at the  end of the
requirements phase.  The alternative anslysis will be conducted by MIDSD.
For  word processing equipment the user organization will precede  with
the alternatives analysis.

           When selecting word processing equipment (Y7PE)  alternatives
one should be aware of the following questions:

           o    Can the  requirements be met by enhancing  the present
                system?
           o    Are there other systems in EPA that can wholly or  in
                part satisfy the requirements?  {e.g.,  Central Computer
                at RTF Data Center)
           o    Do  the new  requirements provide an  opportunity for
                system consolidation?
           o    Does  commercial software exist  which will satisfy the
                requirements?
           o    Does  software  exist within EPA that  can  satisfy the
                requirements?
           o    Is there an existing system that can be used in  assisting
                you to formulate your model(s)?
           o    Can  the requirements  be  met  by options  other than
                technology?

          The description of the selected equipment configuration should
be stated  in  terms of functional  capabilities and  hardware/software
configuration.  Major features, limitations and growth potential should be
highlighted  for each   alternative  along  with  any  other  significant
advantages and disadvantages.  For word processing equipments available
under the Agency-wide contract,  refer  to Appendix D  for  a complete
description of standard and optional features.
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                                         AOS GUIDELINES 28 July 82


3.3.1      REPRESENTATIVE CONFIGURATIONS


          Representative  equipment  configurations  are  created  to

determine the required number of units and their estimate average costs.

To ascertain the number of units required, information regarding typing

volume, revisions rate, amount of incoming and outgoing correspondence

and other pertinent data in the Analysis of the Baseline  Productivity Data

covered in Section 3.2.1 Appendix A and Appendix B, should be reviewed.


Hardware Configurations and Features

          o     Stand-Alone

                     Lexitron  VT-1202-ni, single  diskette  drive  with
                     dual side recording in double density mode

                     Lexitron VT-1303-IV, dual diskette drives with daul
                     side recording in double density mode

          Note:      Each  stand-alone includes word  processing, "Math
                     Pack",    alternate    character    set,     and
                     communications   software;  BASIC  programming
                     language   and  Records  Management Software
                     optional.  Refer to Appendix D

          o     Shared Printer Configuration

                     Allows multiple stand-alone workstations to share
                     a  single  printer.   It will  support up  to  six  (6)
                     workstations attached to a maximum of three (3)
                     printers.

          o     Printer for Stand-Alone

                     45 characters - per second
                     Easy load cartridge ribbon
                     Excellent print quality
                     Quiet printers


3.3.2      REFLECTING THE VALUE OF STANDARD TECHNOLOGY IN
          WORD PROCESSING COST ANALYSES COMPARISON


          The adoption of standard, modern WP technology agency-wide

will generate  substantial benefits both to the agency as a whole and to
individual users. These benefits, while difficult to measure for individual
users, should be taken into  account in making WP investment decisions.
Therefore, a life-cycle cost  advantage of $5.000 per workstation is to be
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                                          AOS GUIDELINES 28 July 82


used in cost  comparisons of Lexitron vs non-standard equipment.   The

average life cycle of new WP equipment should be five years whereas used

WP equipment should be three years.  This cost advantage was determined
from the following productivity benefits which accrue to the Agency and

utlimately to each user.


          o     Training - Common training programs and materials for
                all operators in the Agency.  No retraining for personnel
                transfers.

          0     Workload Sharing - Work can  be shared among many
                units and locations.

          o     Communications - Documentation  transfer at the editing
                level can be shared and transmitted.  Common interface
                to Electronic Mail System.

          o     Administrative   Functions   -    reduced   costs   for
                maintenance,  requirements   analysis,   performance
                reviews, etc.

          o     Software Support  -  Reduced costs for vendor  software
                support  (distribution,  documentation,   training,   and
                trouble shooting).
                     ii
          o     Software Development -  Applications using RMS   or
                SUPER CALC can be developed  once an then distributed
                agencywide.

          This "Technology Surcharge"                           ;

          o     Will be used to assess proposals to convert non-standard
                equipment from lease to purchase.

          o     Will not be used to force conversion in FY82 or 83.


          The following is a sample cost analysis:                 ;
          Assumptions:     Five work stations with five printers

                           Three year life cycle for used equipment

                           Technology cost $5,000 per  workstation for
                           5 years life cycle

                           10% increase per year for maintenance for
                           non-standard

                           50% purchase credit options for conversion
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                                        AOS GUIDELINES 28 July 82
          Option 1:
          Option 2:
          Option 3:
          Summary:
Note: K = 1,000
             Non-standard leased word processing equipment
             Equipment lease ($450/Month
             x 36 months x5)                        $81K
             Equipment Maintenance (ISO/Month
             + 10% increase/yr x 3 yrs)                16K
             Technology cost ($1K x 3 yrs x 5)         15K
                                         Total
             Non-standard purchase conversion of word processing
             equipment.
             Equipment purchase conversion
             ($7200 x 5)                            $36K
             Equipment Maintenance                  12K
             Technology Cost ($1K x 3 yrs x 5)         15.K
                                         Total      IS3K

             Lexitron word processing equipment
             Equipment purchase ($6500 x 5)          $32.5K
             Equipment maintenance (113 x 36 x 5)     20.3K
                                         Total      $52. 8K
                               Total
                               Cost       Savings for Option 3
             Option 1:
             Option 2:
             Option 3:
$112K
 67K
52.8K
$59.2K
 14.2K
3.3.4
PROPOSED SYSTEM DESIGN
          The proposed system design is the alternative that best meets
the requirements  for your organization both in  terms of  projected life
cycle cost  and  improvements.  The proposed system is based on  three

sources.


          o    The Requirements Analysis


          o    The Analysis of Alternative Equipment Configurations


          o    Cost Analysis Comparison
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                                         AOS GUIDELINES 28 July 82

          From these three sources and guidance from MIDSD it will be
determined which equipment configuration^) will best achieve the overall
objectives for management at an acceptable  cost.  Importantly, overall
assessment of system capabilities and benefits should not be subordinate
to the cost assessment; rather the two must be weighted together.
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                                          AOS GUIDELINES 28 July 82
                             SECTION 4

                     DETAILED SYSTEM DESIGN
4.1        INTRODUCTION

           The  proposed  system  design  developed  as  part  of  the
feasibility study may be a general description of hardware and software
characteristics that  best meet  the organization's Office Automation
requirements. For word processing, if a large number of workstations and
other equipments is involved (e.g., more than 25 workstations), it  may be
necessary to develop a more detailed design that addresses the following
elements:

           o    Hardware and software configuration for each work unit;
           o    The  environmental  considerations  for  each work unit;
                and
           o    Users of the system.

           These elements  should result  in a work unit profile.  The
profiles will be used to create the total system design.  An example of a
work unit profile is shown in Figure 4-1.   This design will provide a level
of detail that  will allow for an effective  review  by  management and
provide the required documentation for procurement.

4.2       HARDWARE AND SOFTWARE  CONFIGURATION

          Several steps should be taken in arriving at hardware/software
configurations for each work unit. They include:

          o   A review of baseline data  profile for each work unit; and
          o   A review of requirements defined in the feasibility study
               for each work unit.
                                4-1

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             Work Unit  A

             Location	
                                                                     SAMPLE PROFILE
ISJ
                    Requirements
             o  To capture docum ents originating
                outside work unit and/or
                organization

             o  To search and retrieve documents
o  To print, file, suspend,
   circulate or pass documents
   stored electronically

o  To create documents and
   messages on electronic media
   for storage and distribution

o  Maintain records, distribution
   and circulation lists, calendars
   and schedules

o  To share work files
                                          Hardware


                                         1 OCR Unit
5 Video Display
Terminals

2 LQ Printers
2 Sheet Feeders
2 Printer Covers

* All snaring
 Division CPU
  Software


Word Processing

Communications

Record Processing
Environmental Elements


5 Terminal Tables

2 Printer Stands

10 Electrical Outlets


5 Extension Cords
                                                                           Users and Location
                                                                         Figure 4-1

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                                          AOS GUIDELINES 28 July 82
           These sources should  provide sufficient data  to  decide  the
 following for each work unit:

           o    Equipment requirements
           o    Software requirements
           o    Communication and interface requirements
           o    Number of users and location.

           Costs should be identified where applicable. This will result in
 an  inventory of hardware/software necessary to meet the requirements
 for each work unit.

 4.3        ENVIRONMENTAL CONSIDERATIONS

           It is  necessary  to  consider the various elements  of  the
 environment in which the hardware/software must operate for each work
 unit.  They include:

           o     Space
           o     Additional office furnishing
           o     Lighting
           o     Electrical requirements.

           Costs should be identified for each item where applicable and
an inventory of the above items should be created for each work unit.

4.4       THE TOTAL SYSTEM DESIGN

          The   two  basic  elements  of  the  system  design  (system
configuration and environmental considerations) have been  developed  for
each  work unit  and are  presented in a work  unit profile.  This now
becomes the total system design.   Additional resources may be required
for the design including:
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                                          AOS GUIDELINES 28 July 82


          o    Implementation Support
          o    Operational Support
          o    Maintenance Support
          o    Programming Support.

          These items  should  be listed along  with  their  costs.  The
different inventories created during the design process should be used in
conjunction  with the standard  provisions of the word processing and office
computer contracts.

          A list of equipment and software by location (room#) and users
should be developed to illustrate the total equipment configuration  for the
user organization.
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                                         AOS GUIDELINES 28 July 82
                            SECTION 5

                          PROCUREMENT
5.1       INTRODUCTION

          When  EPA  program  offices initiate  procurement  requests
(PR's)  for supplies and/or services  available  within  the  scope of the
following contracts:
          o    Word Processing Equipment
          o    Office Computers
MIDSD will provide assistance in:
          o    feasibility study activities;
          o    determining system size and configuration for office
               computers; and
          o    developing procurement-related documentation.
          Guidelines   for  preparing   procurement   requests  are  in
Appendix C of this document.

5.2       OVERVIEW OF EPA STANDARD WORD PROCESSING CONTRACT
          o    Contract awarded to Raytheon Data  Systems Company
               (Lexitron) on July 22,1982.
          o    Contract has five, one year  equipment ordering  windows
               plus  two,  one year additional  maintenance  ordering
               windows.
          o    Contract  is a firm  fixed  price, indefinite  quantity
               contract for a  maximum of 2,500 stand-alone and shared
               resource word processors.
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                          AOS GUIDELINES 28 July 82
New contract provides:
     Hardware
     Software
     Maintenance
     Training
     Conversion
     Contractor Support Services
     Optional Equipment and Software Features

Hardware Configurations and Features

Stand-Alone
     Lexitron  VT-I202-HI,  single  diskette  drive  with
     dual side recording in double density mode.

     Lexitron VT-1303-IV, dual diskette drives with dual
     side recording in double density mode.

Shared Printer Configuration

     Allows  multiple stand-alone workstations to share
     a  single  printer.   It  will support  up to  six (6)
     workstations attached to a maximum of three (3)
     printers.

Printer for Stand-Alone

     45 characters-per-second
     Easy load cartridge ribbon
     Excellent print quality
     Quiet printers

Software

     Each standalone  workstation has  the  following
     software:

           Word Processing
           Ansynchonous ASCII Communications
           Math Pack software
           Alternate character set (for GREEK/Math
           and other special character  requirements)

Delivery

     21 days after receipt of official order

Maintenance

     Mandatory   response    times of  2   hours  in
     Washington, RTF and Cincinnati,  6 hours elsewhere
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                     :                     AOS GUIDELINES 28 July 82

                      Replacement machines if necessary
                      Nationwide maintenance support
           o    Training
                      Lexitron will train two (2) operators per station
                      All  instructional and reference manuals  will  be
                      provided
                      Special training courses will  be offered  in  the
                      future                                    ;
           o    Conversion
                      Lexitron will convert up to 1,000 pages of text per
                     installed station
                      98% accuracy required
                      Lexitron will assist in  conversion of special  text
                      formats and applications
           o    Basic Supply Allocation
                     Each system will come with
                          Three (3) print wheels
                          Ten (10) diskettes
                     T    One (1) box printer ribbons
                          AH necessary cables  and plugs needed  for
                          installations
5.3        REQUIREMENT FOR PROCUREMENT

           Before  an EPA  program  office  may initiate  a  PR   for
automated office equipment  and services, it  must conduct a feasibility
study which analyzes  its present operations and  justifies the proposed
acquisition on economic and/or other  grounds.  The  study must comply
with these guidelines for conducting a feasibility study. The submission of
summary  documentation only is required  for equipment available under
the Agency-wide contract for word   processing equipment.   Refer  to
Section 3 of this document.
                                 5-3

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                                           AOS GUIDELINES 28 July 82
                              SECTION 6

                          IMPLEMENTATION
 6.1        INTRODUCTION

           This  section  describes  the  major  activities  involved  in
 implementing automated office systems once  the  feasibility study has
 been approved.    These  guidelines  include  planning,  controlling and
 implementing,  preparing  the site for hardware installation, and  taking
 delivery  of,  installing   and  accepting   the   equipment.     These
 implementation  guidelines  can be  applied to  a  prototype  or  pilot
 installation as well as to full implementation and initial operations.

           For each Program Office, a Word Processing Coordinator will
 be identified. The coordinator will be responsible for implementing these
 guidelines  with  respect  to word  processing  acquisitions.   The WP
 coordinator's responsibilities will also include the following:

                Quarterly review of on-going operations, and
                Quarterly   assessment   to  MIDSD   word  processing
                contract   manager   which  will  include  equipment
                utilization, training and quality assurance issues.

          The WP coordinator is  responsible for delivery, installation,
and  acceptance  of word processing equipment  and all other related
activities in  the  implementation phase.  Responsibilities of the  Word
Processing Coordinator are shown in Figure 6-1.
           Note that the WP coordinator is responsible for maintaining all
records to be used in  generating reports to be submitted to the MIDSD
Word Processing Contract  Manager regarding contractor  performance
during the implementation phase.
                                 6-1

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I
                      RESPONSIBILITIES OF PROGRAM OFFICE
                        WORD PROCESSING COORDINATOR

                              DESCRIPTION OF TASK

                   o    Guide Requirements Studies
                   o    Review Purchase Requests
                   o    Plan Conversion - 1,000 pages per workstation to be
                        converted
                   o    Plan Hardware Installation
                        -   '  Site preparation
                             Delivery*
                             30 day acceptance*
                             Training - (initial)
                   o    Supervise Maintenance Performance
                             2 or 6 Hour Response Time (Exception Reporting*)
                             95% Uptime (Exception Reporting*)
                   o    Periodic Review* — Initially on Quarterly Basis
                             Requirements
                             Equipment Maintenance
                             Training
                             Quality Assessment

                   *    Requires action and results sent to MIDSD

                                     Figure 6-1
                                        6-2

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                     ;                      AOS GUIDELINES 28 July 82

6.2        SITE PREPARATION

           This section describes the procedure for planning the physical
arrangement of the word processing equipment installation.  In planning
the site(s), there are seven components to be considered, as follows:

           o    Equipment Configuration
           o    Power   supply,   communications  and/or   connector
                requirements
           o    Disk and tape library
           o    Cabinets and furniture
           o    Site access
           o    GSA requirements.

           At  this point,  close coordination ties  should be established
with the appropriate EPA facilities manager.

           Throughout  the  equipment  site planning and preparation
process, vendor field  representatives  should  be  consulted for  vendor
requirements  and  recommendations.   The vendor  should  furnish  site
preparation specifications in writing based on environmental information
supplied by EPA.   In accordance with the specification supplied by the
vendor, EPA  will prepare the site at its own expense.  Subsequently, the
vendor may inspect the site and report to EPA on the acceptability of the
preparations.  Any  alterations or modifications in site preparation which
are attributable to  incomplete or erroneous specifications provided by the
vendor  are to  be  made  at the expense  of the  vendor.  However,  this
liability excludes those conditions resulting from incomplete or erroneous
information supplied by EPA.
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                                         AOS GUIDELINES 28 July 82

6.3       DELIVERY, INSTALLATION AND ACCEPTANCE TESTING

          The  equipment should be delivered,  installed, run  through
vendor sponsored diagnostics, certified ready for the start of acceptance
testing  and turned over  to EPA within 21  calendar  days for word
processing equipment  and  within 75 calendar days for office computers
after the receipt of the delivery order by the vendor.  Equipment delivery
and acceptance acknowledgement forms are provided in Figures 6-2  and
6-3.

6.3.1      WITHIN  21  DAYS  (WORD  PROCESSOR)  AND  75  DAYS
          (OFFICE COMPUTER) AFTER EFFECTIVE DATE OF ORDER.
          THE   VENDOR   SHOULD   DELIVER   THE   ORDERED
          EQUIPMENT.

          The contract between EPA and the vendor should specify that
the vendor will deliver the hardware and software ordered within 21-75
days after the effective date of order.  Before delivery can take place,
EPA must have the site prepared as specified and approved by vendor (see
Section 6.2 for  site preparation guidelines).  Shipments to and from  the
installation  locations  are F.O.B.   destination  and are  shipped  "All
Transportation Costs Prepaid".

          During periods of transportation the Government is relieved of
all risks of loss or damage to  the equipment except for:

          1)   loss  or damage  caused by  nuclear  reaction,  nuclear
               radiation, radioactive contamination, war, insurrection,
               rebellion;  or
          2)   Negligence on the part of the Government or its agents.
          The vendor should notify EPA of  the  appropriate time  of
delivery.  Coordination with the sales representative will help assure on-
time delivery and provide EPA with a more accurate and earlier delivery
                                6-4

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                      EQUIPMENT DELIVERY


I acknowledge delivery and receipt of the equipment listed below:


DATE:    	



          Quantity   Description               Location
          Name:

          Address:
          Point of Contact (if other than yourself):
          Please send to:
                    Robert M. Morgan
                    EPA Word Processing Coordinator
                   'Management Information and Data System Division
                    PM  218
                    Environmental Protection Agency
                    401  M Street, S.W.
                    Washington, D. C.  20460
                            Figure 6-2
                               6-5

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                  ACCEPTANCE OF EQUIPMENT


I acknowledge acceptance of the hardware and software listed below:


DATE:    	



          Quantity   Description               Location
          Name:

          Address:
          Point of Contact (if other than yourself):
          Please send to:
                    Robert M. Morgan
                    EPA Word Processing Coordinator
                    Management Information and Data System Division
                    PM218
                    Environmental Protection Agency
                    401 M Street, S.W.
                    Washington, D. C. 20460
                            Figure 6-3
                               6-6

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                                           AOS GUIDELINES 28 July 82

 date.   Before the system  arrives, EPA will  receive a Notification  of
 Shipment.  The WP coordinator should compare this notification to the
 order to check for accuracy. Any mistakes should be corrected through
 the local sales representative.  When the actual delivery date is known,
 EPA should coordinate with the building manager, elevator operators and
 receiving area to notify them of the anticipated arrival and to plan the
 pathway for the equipment to be moved from the receiving area to the
 office area.  The office area should be clear of extraneous furniture. The
 people  who  work in the  office  area  should  be  warned  about  the
 forthcoming disruption, as well.  When the delivery is made, the truckers
 will bring all the equipment either to the dock or into the office area (or
 temporary storage  area), depending on  building and  union  rules.   In
 addition to the hardware cabinets, the delivery will include several large
 crates  of documentation  and  miscellaneous  equipment.   The space
 required for delivering and unpacking the crates is approximately twice
 that of the installed equipment.

           After the equipment has been delivered, the system  manager
should perform a check to see if the Notification of Shipment agrees  with
what actually arrived.  There are packing slips on most of the crates and
labels  inside  large  cabinets  on the  system unit boxes.   The system
manager should be able to  identify all  major items and  complete the
check within an hour. Do not unpack the crates or remove the skids.  Call
vendor field service to schedule installation and perform the unpacking.
                                                      X
6.3.2       NOTIFICATION OF SHIPMENT/INTENT TO DELIVER    .

           No later than five (5) days prior to shipping the items specified
in an order (or five (5) days prior to the planned delivery date, whichever
is later), the Vendor shall  furnish the anticipated shipment (or delivery)
date,  a listing  of the items involved,  indication  as to whether the
shipment is partial or complete, and bill of lading number and carrier (if
applicable) to the  Project Officer, the Contracting Officer, and the local
EPA word processing coordinator specified in the delivery order.
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                                          AOS GUIDELINES 28 July 82

6.3.3      NOTICE AND CERTIFICATION

          The Vendor  shall,  upon completion of delivery, installation,
checkout, and turnover  of equipment to the Government for the start of
acceptance testing, issue a letter to the Contracting Officer, with copies
to the Project Officer and the local EPA Word Processing Coordinator,
identifying the contract/delivery order number-and the model number(s),
serial number(s) and date of installation of equipment, and certifying that
the equipment is ready to commence standard of performance testing.

6.3.4      SOFTWARE INSTALLATION

          The vendor Software Support personnel must be notified when
installation of the equipment has been completed so that the software can
be  installed.   If Software Support knows when hardware  installation  is
taking  place,  they  can  schedule  software  installation  immediately
following hardware installation.  For a timely software installation EPA
should take four steps, as follows:
                Acquire the name of the Support Software person from
                the sales representative, prior to hardware installation;
                Make sure that the Support Software  person  has had
                experience in the installation of the software ordered;
                Contact  the Software  Support person  and the  sales
                representative  to  set  a  tentative date  for  software
                installation; and
                Confirm   the  software   installation  date  when  the
                hardware has been certified as ready for use and  when
                the multi-function diagnostic has been running without
                errors for at least 48 hours, continuously.
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                                         AOS GUIDELINES 28 July 82

6.3.5      EPA  UNDERGOES  ACCEPTANCE  TESTING  UNTIL  THE
           SYSTEM RUNS AT AN  AVERAGE EFFECTIVENESS OF 95%
           FOR THIRTY CONSECUTIVE DAYS.
           The acceptance text period begins immediately after turnover
of  installed  equipment  to the  Government.   The equipment  must
effectively operate at a level  of 95% or better for  a period of 30 days
after turnover.

           If the equipment fails to operate at a 95% effectiveness level
for 90 days from the start of acceptance testing or installation, whichever
is later, the Government  may request replacement  or  terminate the
contract.

           1.   Minimum of Use Time

           During the acce  tance testing period for a system/machine, a
minimum of 100 hours of operational use time with scheduled productive
or simulated  work  will  be  required as a basis for  computation of the
effectiveness level. However,  in computing the  effectiveness level, the
actual number of operational use hours shall be used when in excess of the
minimum of 100 hours.  Machines added  or field modified  and substitute
machines are subject to the  100  hour minimum  use time requirement.
However,  the Government  shall  accept such machine(s) without the
addition of simulated work  solely to achieve the  minimum of 100  hours
use time, provided  the average effectiveness for the 30 day acceptance
period is equal to or better than the contractually specified levels.
                     \

          2.   Date of Acceptance

          Equipment shall not be accepted and no charges shall be paid
until the  standard  of  performance is  met.   The  effective  date  of
acceptance shall be the first day of the successful acceptance testing
                               6-9

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                                          AOS GUIDELINES 28 July 82

period, if the equipment is acquired under a lease method of acquisition,
or the first day following the successful acceptance testing period if the
equipment is acquired under a purchase method.

           3.    Daily Records

           The  Government  Project Officer,  WP  Coordinator, and the
MIDSD  Word  Processing Contract  Manager shall  maintain appropriate
daily records to satisfy  the requirements of this section and shall  notify
the Contractor in writing of the start and finish dates of the  successful
acceptance testing period.

           4.    Notification of Date of Acceptance

           Upon successful completion of the standard of performance as
concurred in by the Contractor and the Project Officer, the Contractor
shall promptly  notify the Contracting Officer in writing, with a copy to
the  Project Officer and the local Word  Processing Coordinator, of the
effective date of acceptance of the system/item(s).

           5.    Authorization and Location

           The   Contracting   Officer,    or   the   duly   authorized
representative,  is authorized to  perform inspection and acceptance of
materials and services to be  provided. For the  purpose of this provision,
the  Project  Officer named  in this  contract  and the local  EPA WP
Coordinators  are  designated  as  authorized  representatives  of  the
Contracting Officer. Inspection and acceptance will be performed  at the
installation sites specified in  individual delivery orders.

6.4        MEDIA CONVERSION SUPPORT

           The contractor will for each workstation provide conversion of
the first 1,000 pages of text at no charge to EPA within thirty (30) days of
                                 6-10

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                                           AOS GUIDELINES 28 July 82

receipt of an official written order from  any EPA facility.  The user
organization should carefully  plan  for  conversion by identifying  those
materials that appropriately should be  converted.  Typically, these are
mission-oriented  materials.  The  user and  vendor should coordinate the
strategy and timing of conversion. All arrangements for text conversion
activities should be made separately by the user.
6.5        TRAINING SUPPORT

           For word processing  equipment, the contractor will  provide
training for one primary and one back-up operator for each work station
installed.  Also a 1/2 day executive orientation session will be provided by
the contractor.
                                6-11

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                                         AOS GUIDELINES 28 July 82
                            SECTION 7

                       SYSTEMS OPERATIONS
7.1       INTRODUCTION

          This section has been prepared to assist EPA personnel to
establish and  operate  the  Office  Automation equipment by providing
standard operations and management guidelines.
                    t
          The information  contained  in this  section  includes  the
following:

          o    Daily Operations Guidelines
          o    Maintenance and Back-up                       '.
          o    Operations Documents.

          A   local  System  Manager  (or lead  operator)  should be
designated to maintain the  system, allocate machine resources,  educate
users  in system capabilities, schedule and control work  flows and  to
perform routine maintenance and back-ups.

7.2       DAILY OPERATIONS GUIDELINES                    ,

          Procedures for daily operations include:

          o    Preparation for Daily Operations
          o    Daily.Procedures
          o    Correction  of Problems
          o    End Daily Operations.
                                7-1

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                                         AOS GUIDELINES 28 July 82

7.2.1      PREPARE FOR DAILY OPERATIONS

          Preparation for daily operations includes:

          o     Machine Start-up
          o     Scheduling
          o     Daily Maintenance.

Machine Start-Up

          Procedures for machine start-up are located in the vendor user
and/or operations manual.

Scheduling

          When sharing OA equipment it may be necessary to maintain a
daily schedule for utilization by appropriate personnel.

Daily Maintenance

          The system manager or operator is responsible for performing
routine daily maintenance  such as stocking  supplies  necessary  for  the
day's  operations.  Daily maintenance should be performed at the start of
the day to ensure that the equipment is in the best possible condition for
daily operations.


7.2.2      DAILY PROCEDURES

          An operations or production log should be  maintained for use
in monitoring WPE  operations. This is a journal that records the day's
operation or  production  statistics and the system manager's activities.
                                 7-2

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                                          AOS GUIDELINES 28 July 82
Most of the log may consist of computer-generated messages and operator
typed system responses. An example might be an explanation of why an
operation was terminated or a message noting the time of a system or
hardware failure.  The system manager should be able to reference the log
as required to obtain a clear picture of each day's operating activities.

7.2.3      CORRECT PROBLEMS

           The system  manager is responsible for ascertaining operating
problems and aiding in recovery operations. Categories of system failures
and recovery procedures that may arise include:

           o    Processing  halts  because of  devices  not  ready  (e.g.,
                printer)
           o    Application software failures
           o    Systems software failures
           o    Hardware failures
           o    Recovery.

           When a problem  develops, the operator should determine the
category of the problem and follow the vendor prescribed procedures.

7.2.4       END DAILY  OPERATIONS

           The procedures to be followed by  the  system manager in
ending a day's operation include:

           o    Back-Up and Storage (office computer)
           o    Machine Shutdown.

           Occassionally there will be  variations in the normal routine;
the system manager should  document these variations  in  the  daily
schedule.   The manager should check the daily schedule before closing
down.
                                 7-3

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                                         AOS GUIDELINES 28 July 82

Back-Up and Storage

          All system and public disks should be backed-up. The back-up
procedures are described in the vendor user and/or operations manual.
The back-up disks and/or diskettes should be placed in a safe location to
ensure  availability  in case  they  are  needed.   Disks  and  diskettes
containing classified material should be backed-up and stored according to
agency security procedures.

Machine Shut Down

          Follow   procedures  provided  in  the  vendor  user  and/or
operations manual.

7.3       MAINTENANCE AND BACK-UP

          Proper maintenance and back-up are necessary for any Office
Automation Equipment.  Although microprocessors and minicomputers are
generally less prone to CPU type equipment failure than large computers,
it is still  advisable  to perform periodic maintenance.  Maintenance  and
back-up include the  following categories:

          o     Scheduled vendor hardware maintenance
          o     Operator maintenance
          o     Software maintenance and back-up
          o     Supplies and material ordering.

          Proper   maintenance  of hardware avoids  costly machine
downtime and component replacement.   The system manager should be
aware that  even small maintenance oversights can lead  to expensive
repair jobs.
                                 7-4

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                                         AOS GUIDELINES 28 July 82


          Software  back-up  avoids   costly   reprogramming   and

regeneration of data files in the event of a severe system crash.


          Supplies  and  material  ordering  should   be  viewed   as

maintenance of the OA equipment supply stock.


7.3.1      SCHEDULED VENDOR HARDWARE MAINTENANCE


          The  vendor  is  responsible  for  machine  and   peripheral

equipment maintenance and for testing for any internal hardware failure.

Maintenance is provided at no additional cost  during the Principal Period

of Maintenance (PPM) which is between  the hours of 8 A.M. and  5 P.M.

Maintenance work performed on weekends, holidays and between 5 P.M.

and 8 A.M. will incur additional charges. A response time of two (2) hours

is guaranteed by the contractor only for Headquarters, Research Triangle

Park (RTF)  and Cinncinati.  All other  locations will have a six (6) hour

response time. For additional information reference, Section 5.2.


Maintenance Procedures

          (1)   Anyone  may  place  a  call  for  maintenance, but  the
               following information must be recorded in the required
               Hardware Maintenance Log (Figure 7-1):

                     Equipment Serial Number (ESN)
                     Specific  Location (Bldg and Room #)
                     Description of Problem
                     Name of individual  placing call.

               The above information must  be available and given to
               vendor when service call  is placed.

          (2)   If there is no response by the  vendor, the Program  Office
               word processing coordinator  should be contacted.  The
               coordinator will, initially, follow the same procedures, as
               listed above, with a follow-up service call.

          (3)   Each month, the maintenance logs (Figures 7-1 and 7-2)
               will be used  to generate  an exception report to the
               MIDSD Word Processing Contract  Manager. The monthly
                                7-5

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                                          HARDWARE MAINTENANCE LOO
WoriPfi
dngCoonlnetoR
Report for Month oft
IMHIW Ira
Individual
Placing
Call







i
Date/Time
Problem
OCCUrred







Description
Of
rfODICfn







Equipment
Model 1







Equipment
Serial 1







Operator
Initials







Date/Time
Vendor
Contacted







Date/Time
Repaired







Comment*
(Recurring problems,
replacement part*,
proiMole cause etc*}





•

                                                     Figure T-l

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SOFTWARE MAINTENANCE LOG
^VlnV OT
Individual
Placing
Call






•


• - -


Date/Time
Probtein
Occuffctf


• * - --









Nature of PraMem












Soft were
Type/Name












Operator
Initials












Date/Time
Vendor
Contacted












Date/Time
Vendor
RcsponM












ConinienU
IReeiiffliiaj praMoiMf
probable cause etc.)









•


   Figura 1-

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                                          AOS GUIDELINES 28 July 82


                exception  report  will  identify  areas  where  vendor
                performance  has  not  been  in  accordance  with  the
                contract provision.


7.3.2      OPERATOR MAINTENANCE


          Operator maintenance involves the care and servicing of those

devices that have electro-mechanical components.  The most critical of

these devices that require operator servicing are disk drives and printers.


          (1)   Daily Maintenance


          The operator should develop a simple  maintenance checklist

and a daily routine for maintaining and servicing equipment.  A checklist

could include, but is not necessarily limited to, the following:


          o     Visually inspect  the  equipment  for  signs  of obvious
                defects.

          o     Examine all major cables, and electrical connections.

          o     Clean  the  exterior  of  all  equipment  according  to
                manufacturer's instructions.

          o     Remove  any  unnecessary  objects   from  the  office
                environment, especially if they have been placed on the
                equipment.

          o     Check all  printing devices and replace ribbons and paper
                as necessary.

          o     Check the condition of disk drives and other peripheral
                equipment.

          o     Check  temperature and  humidity indicators to ensure
                that  the temperature and humidity are within computer
                operating limits.

7.3.3      SOFTWARE MAINTENANCE AND BACK-UP


          Provisions  should be made for adequate software maintenance
and back-up for system data files, application systems,  operating systems
                                 7-8

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                                          AOS GUIDELINES 28 July 82

and new releases. Back-up disk and diskettes should be stored at a remote
location in order to provide back-up security in case of fire or other major
disaster.

7.3.4       SUPPLIES AND MATERIAL ORDERING

           The system manager is responsible for ensuring that there  are
adequate stocks of equipment supplies and materials. Materials must be
ordered with enough lead time to allow for processing and shipping.

           All materials except those necessary for daily operation should
be stored in a separate supply area.  An inventory list should be made  for
these supplies  allowing space for special  supplies   that might  not  be
present routinely.  Upon arrival, ordered material should be checked  for
damages.

7.4        OPERATIONS DOCUMENTS

           Operations monitoring documents are the  schedules, logs and
other forms that facilitate day-to-day equipment operation and equipment
requirements.  They also provide a historical record that can be used in
regular  review  and evaluation activities.   When problems or questions
develop, the documents  provide a base for an accurate resolution of these
matters.

           The  following documents  may be developed and  maintained
where appropriate:

           o    Daily Schedule
           o    Operations/Production Log
           o    Hardware Maintenance Log (see Figure 7*1)
           o    Software Maintenance Log (see Figure 7-2)
           o    Disk and Diskette Labels
                                7-9

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                                         AOS GUIDELINES 28 July 82
          If any additional needs arise, the system manager may expand
this list, as necessary. These documents should be as short and concise as
possible and at the same time provide  management with the required
information.
                                7-10

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                                          AOS GUIDELINES 28 July 82
                             SECTION 8

                     REVIEW AND EVALUATION
8.1        INTRODUCTION

           The products of the feasibility study, including baseline data,
requirements, system design model and cost assessment will serve as tools
to measure the performance of the implemented automated office system
during the  review and evaluation period.  Review and evaluations will be
conducted  periodically  (e.g., at  l-,3-,  and  5-year  periods)  for  the
implemented system.   The results of the review and evaluation  will be
used to provide guidance in system  enhancements.

8.2        PURPOSE AND SCOPE

           The primary objective of the review is to compare differences
between the expected and the actual performance level of the system. A
second objective is to build a data  base on the productivity improvements
realized through office  automation equipment utilization.  The review  and
evaluation of a system should determine the following:

           o   If the system is still needed to satisfy  the  organization
               requirements;
           o   If the system is  performing adequately or  needs to be
               modified;
           o   If the costs  involved with operating  the  system  are
               justified by the benefits received;
           o   If the  cost  associated  with the  system  justify   its
               continued existence  given  the current  fund limitation
               and overall priorities with the organization; and
           o   If adequate user documentation and system maintenance
               documentation exist.
                                8-1

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                                         AOS GUIDELINES 28 July 82


          The major components of the review and evaluation include:

          o     Data Collection;
          o     Comparison   of  the  expected  and   actual  system
                performance level;
          o     Conclusions reached from these comparisons; and
          o     Recommendations to management.

8.3       THE REVIEW AND EVALUATION

          A plan for conducting system reviews and evaluations should
be incorporated  into the organization's established guidelines for system
operations. This will provide the resources for on-going monitoring of the
system and serve to provide a data base to facilitate review activities.

          A schedule of periodic reviews should be planned to determine
if the stated system requirements are being realized.  To determine the
effectiveness of  the system, the review should occur after the system has
been fully operational for a significant period of time (6-12 months). The
following factors should be considered when determining the length of the
period:

          o     Size of the System
          o     Complexity of the System
          o     Number of Users of the System.

          If  the  review is  performed  to soon  after  implementation,
meaningful results will not be  achieved because  of  inadequate system
break-in time.
                                 8-2

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                                          AOS GUIDELINES 28 July 82

8.4        METHODOLOGY

           Several tools may be utilized to collect the necessary data for
evaluating the implemented system. They include the following:

           o    The Initial Feasibility Study;
           o    Monitoring Logs utilized during system operations:
                     Hardware/Software Maintenance Logs
                     Operation/Production Log (e.g., Multi-Purpose Log)
           o    Budget Documents; and
           o    Software/Hardware Inventory.

           The information gathered from the above documents should
provide the basis for comparing the system expected performance to the
actual performance.  Also, benefits can be identified which  are  actually
realized from the implemented system.  If this information is not readily
available for the review, it must be collected.  This, however, serves  to
extendjmd complicate the review period.

The Feasibility Study

           The baseline data, requirements, system design model and cost
assessments are re-examined to answer the following questions:

           o    Have  the previously determined system requirements
                been achieved?
           o    Is the WP equipment  helping  to  achieve the expected
                results?

           The system  requirements form the basis for comparing review
and evaluation results  with the initial study expectations.   The actual
benefits of the system  are determined by the system's ability to achieve
or surpass  these requirements.   When re-examining  the   study, any
                                8-3

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                                          AOS GUIDELINES 28 July 82


modifications   that   may   have  occurred  as  a   result  of  system

implementation should be noted.


Monitoring Logs


           In the system operations section (Section 7) several documents

are listed to aid in monitoring the operation of the implemented system.

The documents include the following:


           o     An  Operations/Production Log which  is a journal that
                records  the  daily  operations,  ongoing   production
                activities   and statistics,  and  the  system manager's
                activities.

           o     Hardware   and  Software   Maintenance  Logs  record
                failures, maintenance and servicing of the equipment and
                software.    They are  useful  as sources  to determine
                system  reliability  and  vendor   responsiveness   to
                maintenance problems.

Budget Documentation


           The budget  documents should provide the necessary data to

compare the expected system  costs  to the actual system costs.    The

documentation should include data regarding the following areas:


           o    Equipment costs;

           o    Cost of supplies related to the system (e.g., disks, print
                wheels, ribbons, diskettes, furnishings);

           o    Cost of room  and  building  alterations resulting from
                implementation;

           o    Personnel  costs; and

           o    Procurement procedures (e.g., approval cycle, equipment
                cost justifications).
                                 8-4

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                                          AOS GUIDELINES 28 July 82
Hardware/Software Inventory

           The  inventory  should  provide  information to  verify the
location and costs of hardware and software and any modification due to
system implementation.

Points of Consideration

           If the system has  been implemented differently from the
system design model, it must be noted that all system requirements may
not necessarily be  achieved.  When assessing these differences, include
the actual use and performance of  the equipment  and software, the
administrative procedures associated with the organization, the behavior
of the staff  affected  by the implementation, the previously collected
baseline data and the audit procedures.  The  intent is to determine what
(if any) corrective actions are necessary to enable the system to meet its
requirements.

8.5        CONCLUSIONS AND RECOMMENDATIONS

           Conclusions reached from the comparison of the data gathered
from the sources listed in the previous section (8.4) form the basis of the
review and evaluation report presented  to organizational  management.
The report should include:

           o    A summary of the requirements;
           o    An analysis of the need  for changes in the system or its
               documentation; and
           o    An analysis  of the  costs involved in the  system.  The
               costs analysis should  include a table showing contracted
               costs, equipment and personnel  costs  for the previous
               and current  fiscal  year and  a projection  for the next
               fiscal  year.
                                8-5

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                                          AOS GUIDELINES 28 July 82

          The conclusions provide organizational management with a full
assessment of  system status  regarding  productivity improvements and
potential future enhancements to effect even greater productivity.

          The   review   and   evaluation   report   should   include
recommendations to management for proceeding with ongoing operations,
for fine  tuning the system  to achieve the desired results or for total
redesign  of  the system.  Recommendations may  include  technological,
organizational  and  procedural  changes  pertaining  to  the  effective
utilization of the system.
                                 8-6

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         APPENDIX A
TYPING PRODUCTIVITY ANALYSIS

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                             APPENDIX A

                  TYPING PRODUCTIVITY ANALYSIS
           Typing productivity analysis translate the data collected from
the  typing logs and  chronological  files  into projected annual typing
workload and costs.  Procedures for analysis  are  shown in Figures A-2
through  A-7.  The equipment allocation in Figure A-8 is  based on the
following assumptions:

           o    The  machine  usage  rate is  1400  hrs/year  or 5.6
                hours/day.
           o    A  typing  rate of 128  hours per line (approximately 2i
                pages per hour).

           The  procedures are used to analyze the  data to acquire the
following measures:

           o    The projected annual typing workload.
           o    The  quantity of equipment and personnel required to
                produce the annual workload.
           o    The  percent of  usage of  each machine (equipment in
                place at time of study).

           For example, the perusal of chronological files  indicate that
the organization produces 164 pages per day.  To obtain the information
listed above the following calculations are performed:

           (a)   164  pages per day x 220 work  days =  36,080  pages
                annually.
           (b)   36,080    pages   x   54   lines  (averages   lines   per
                page) = 1,948,320 lines annually.
           (c)   1,948,320  lines divided by 128 lines per hour  = 15,221
                annual typing hours.
                                A-l

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(d)    15,221  annual  typing  hours  divided  by  1400  hours
      (machine use rate per year; 5.6 hours per day) =  10.8
      machines  required to  produce  the  projected annual
      typing workload.

(e)    15,221  annual  typing  hours  divided  by  1,540  hours
      (personnel productive hours) =  9.8 personnel required to
      produce the projected annual typing workload.
                       A-2

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BASELINE DATA
1. Productivity
o Typing Volume
o Typing Category
o Key Products
2. Equipment Use
3. Costs
Equipment
Personnel
5. Key Product Preparation
Concurrence Data
on the above items
._ .
BASELINE DATA MEASUREMENT
PERSONNEL WORD OFFICE
P-PROFESSIONAL PROCESSING AUTOMATION
S-SUPPORT STUDY STUDY

S XX
S X
P/S X
P/S X

P/S X X
P/S X X
P/S X
P/S XX
Figure A-l
i
DATA
INSTRUMENTS

Typing Activity Log
Chronological Piles
Multi-Purpose Activity Log
Multi-Purpose Activity Log
Multi-Purpose Activity Log

Purchase Orders
Grade/Salary Listing
Multi-Purpose Activity Log
Section 4
Interview Questionnaire
- •

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                      TYPING PRODUCTIVITY ANALYSIS


     1.         Typing Productivity Costs:


                A x B = C  No. of pages produced normally.

                A  =  Estimated no. of pages per/day.

                B  =  Annual working days (220 days).

                C  =  No. of pages annually.

                D + E f C = F Keyboard productivity cost (annual page cost).

                D  =  Annual salary plus 26% benefits.

                E  -  Equipment cost* (yearly cost).

                F  =  Annual cost to produce a page.

                *  Equipment cost:

                     o    Includes maintenance and supply costs.

                     o    If rented, the yearly cost is used.

                     o    If purchased  this year  or a  previous year, the
                          amortized cost is used by:

                               taking  the  original   purchase  price  and
                               dividing  it  by the "property  life"  of the
                               equipment (12 i years for typewriters, 8 years
                               for word processors); and

                               add the cost of maintenance and  supplies to
                               the amortized purchase price for yearly cost.


No. of Pages     Annual     No. of       Annual      Yearly          Annual Cost
per/day         working    pages        salary       equipment      to produce
                days       annually      plus         costs (WP)      a page
                                        benefits

    84           220        18,537       $19,530      $10,000          $1.59
   (A)           (B)          (C)          (D)           (E)              (F)

                AxB = C             D4E
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                WORKSTATIONS REQUIRED TO MEET
               TYPING PRODUCTION REQUIREMENTS
1.        Original typing WPE requirements:
          A = C      C = D
          B         X
          A =   Original lines produced annually. **
          B =   Rate for number  of typed  lines per hour of original
                 typing (shown in Figure A-6).                    ;
          C =   Annual typing hours.
          D =   The number of  workstations  necessary to perform
                 original keyboarding.
          X =   Machine usage rate of 1400 hrs per year. (5.6 hrs per/day)
2.        Revision (retyping) WPE requirements:
          E = G      G=H
          F         X
3.        Total machines required D + H = M:
          E =   Number of lines revised (retyped).*
          F =   The hourly typing revision rate specified in Figure A-6.
          G =   The number of hours necessary to make corrections and
                 play out document.
          H =   The number of  workstations necessary for having WPE
                 applications revised.
          X =   Machine usage rate of 1400 hrs per year. (5.6 hrs per/day)
          M =   Total machines required.
          *  Revised rate x no. of original line = no. of revised lines
             typed.
          ** Average1 page = 54 lines (Six 11).
             See Figure A-5 for Example.
                            Figure A-3
                              A-;

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                 PERSONNEL REQUIRED TO MEET
               TYPING PRODUCTION REQUIREMENT
1.         Original typing:
          A=C     C=E
          B         K
          A  =  Original lines produced.
          B  =  Rate  for number of typed lines per hour of original
                typing (shown in Figure A-6).
          C  =  Annual typing hours (ATH).
          K  =  Annual personnel productive hours (1540 hrs).
          E  =  Personnel required.
2.         Revised typing:
          F=H     H=L
          G         K
          F  =  Number of revised lines.
          G  =  Rate  for number of typed lines  per hour of  revised
                typing (Figure A-6).
          H  =  Annual typing hours.
          K  =  Annual personnel productive hours (1540 hrs).
          L  =  Personnel required.
          See Figure A-5 for Example.
                            Figure A-4
                                                                        J
                               A-6

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        EXAMPLE EQUIPMENT AND PERSONNEL REQUIREMENTS
Labor
Required
Original Typing

A = C  1.001.000 = 7,820
B        128

C = E  7.820 = 5.07
K      1,540
Revised Typing

F = H   1.321.320 = 3.319
G         398

H = L   3.319 = 2.15
K       1,540
            Original

            A « C  1,001,000 * 7,820
Equipment   B         128
Required
            C = D  7.820 « 5.58
            X      1,400
                                 Revised

                                 E = G    1.321.320 = 3,319
                                 F         398

                                 G = H    3.319 = 2.37
                                 X       1,400
Total       D + H«M                        5.58 + 2.37 = 7.95
Machines       (Round to nearest whole number)
Required
                                    Figure A-5
                                  A-7

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TYPING RATES (LINES PER HOUR, LPH)
Change Electric Typewriters
Rate Conventional Self-Correct
* 4% or less
8%
12%
16%
20%
24%
28%
32%
36%
40%
44%
48%
52%
56%
60%
64%
68%
Original
Typing
228
229
230
231
233
234
234
236
230
227
224
219
216
213
205
200
195
188
241
241
242
242
243
243
243
244
241
239
238
235
233
231
222
217
211
204
Word Processing Equipment
CATE I CATE II CATE
466
457
435
422
400
387
374
352
332
321
309
285
274
258
223
202
181
153
752
726
660
621
556
517
477
412
394
384
373
352
341
327
273
241
209
166
512
506
487
481
465
456
447
433
408
392
377
347
331
311
264
236
208
170
            Figure A-6
             A-8

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                     EQUIPMENT USAGE RATE

Calculate for each type of machine:
A x B x C = D        Machine usage during data collection
E I D = F             % of machine usage

A  -   No. of machines.
B  =   Total hours per day.
C  =   No. of days in data collection  period.
D  =   Total hours of machine usage for data collection period.
£  =   Actual hours of machine usage (activity log).
F  =   % of machine usage.
                             Figure A-7
                            A-9

-------
                                                         EQUIPMENT REQUIREMENTS (Based on Production)
 I
«—•
o
knnual Typing Production
ines Projected
179,200 -
358,400 -
537,600 -
716,800 -
896,000 -
,075,200 -
,254,400 -
,433,600 -
,812,800 -
,792,000 -
,971,200 -
,150,400 •
,329,600 -
,508,600 -
,688,000 -
,867,200 -
,046,400 -
,225,600 -
,404,800 -
,584,000 -
,763,200 -
,942,400 -
,121,600 -
,300,800 -
,480,000 -

358,399
537,599
716,799
895,999
1,075,199
1,254,399
1,433,599
1,612,799
1,791,999
1,971,199
2,150,399
2,329,599
2,508,799
2,687,999
2,867,199
3,046,399
3,225,599
3,404,799
3,583,999
3,763,199
3,942,399
4,121,599
4,300,799
4,479,999
4,659,199
Standalone System Estimated
CRT's Printers** Costs*
1 1
2 1
3
4
5
6
m
8
9
10
11
12
13
14
15
16
17
18
19















6,500
11,272
16,044
22,544
27,317
33,816
38,588
45,088
49,860
56,360
61,132
67,632
72,404
78,904
83,676
90,176
94,948
$101,448
$106,220
20 10 $112,720
21 10 $117,492
22 11 $123,992
23 11 $128,764
24 12 $135,264
25 12 $140,036
                                                                            Shared Distributive System***
                                                                            CRTs  Printers CPU(s)
4
5
6
7
8
9
10
11
12
13
14
15
16
17
IB
19
20
21
22
23
24
25
2
2
2
3





5
5
5
6
6
6
7
7
7
8
8
8
9
              *
              • *
              • *•
                                                    Figure A-8

Hardware Only (Lexitron 1303, IV Workstation and VT 1004 Printer)
Recommended Allocation
Depends on Vendor Configuration
Annual Typing
Estimated Production
Costs* Projected Pages
3,318 -
6,638 -
9,956 -
13,275 -
16,593 -
19,912 -
23,230 -
26,549 -
29,868 -
33,186 -
36,505 -
39,823 -
43,142 -
46,460 -
49,779 -
53,097 -
56,416 -
59,734 -
63,053 -
66,371 -
69,690 -
73,008 -
76,327 -
79,645 -
82,964 -
6,637
9,955
13,274
16,592
18,911
23,229
26,548
29,867
33,185
36,504
39,822
43,141
46,459
49,778
53,096
56,415
59,733
63,052
66,370
69,689
73,007
76,326
79,644
82,963
86,281

-------
     APPENDIX B



KEY PRODUCT ANALYSIS

-------

-------
                             APPENDIX B

                      KEY PRODUCT ANALYSIS
           Key Product Analysis is designed to analyze data regarding the
level-of-effort (number  of hours) and  costs. required to  prepare  key
products.  Procedures for  key product analysis are shown in Figure B-l
and B-4.  Sample reports of level-of-effort and cost for tasks performed
by staff members are shown  in Figures B-2,  B-3, and B-5.  The  data  is
analyzed to produce the following measures:

           o    Total key product preparation effort (professional and
                support staff.)
           o    Total professional staff effort.
           o    Professional  effort  expended performing professional
                work.
           o    Professional  effort  expended performing support type
                work.
           o    Total support staff effort.
                      ii
           For example, a professional estimates that 25 hours  of his
time is spent on preparing a specific report (the "Key Product").  The
report is prepared 10 times a  year. The professional will spend 250 hours
a year working on that one  specific report (25 hours x 10 = 250 hrs).  If the
professional salary and benefits totals $56,000 annually the professional.
cost to prepare the report would be $6,812 a year.

           (a)   $56,700 f  2080 working hours = $27.25 hourly rate.
           (b)   250 hrs  plus $27.25 = $6,812

This cost (for "Key Product" preparation) should be used in evaluating the
potential impacts of proposed new system.
                                 B-l

-------
                      KEY PRODUCT ANALYSIS
I.          Level of Effort:
           AxB = C
           axB = D
           C + D = E
           A  =  Estimated   hours     expended  on   key  product  by
                 professional staff.
           a  =  Estimated  hours expended on key product by  support
                 staff.
           B  =  Annual volume of key product.
           C  =  Annual level of effort by professional staff.
           D  =  Annual level of effort by support staff.
           E  =  Total level of effort.
n.         Baseline Key Product Preparation Cost:
           F*G-H
           C + H = K
           S * G = HS
           D+H = L
           L + K = M
           F  =  Professional staff annual salary plus 26% benefits.
           S  =  Support staff annual salary plus 26% benefits.
           G  =  Annual paid working hours (2080 hrs).
           H  =  Hourly rate for professional staff.
           HS =  Hourly rate for support staff.
           K  =  Key product preparation cost for professional staff.
           L  «  Key product preparation cost for support staff.
           M  =  Total key product preparation cost.
                            .  Figure B-l
                              B-2

-------
                                EXAMPLE: LEVEL OF EFFORT EXPENDED ON KEY PRODUCT
         Key Product


         Impact Report
Professional
Hours Expended
   25HRS
    (A)
Key Product
Annual Volume
    10
   (B)
Professional
Annual Level
  250 HRS
   (C)
Support-Staff
Hours Expended
   15 HRS
    (a)
Support-Staff
Annual Level
of Effort

  150 HRS
   (D)
Total
Level of
Effort

400 HRS
 (E)
09
I
to
     AxB =
                                 ax B= D
                                                        Figure B-2

-------
                                            EXAMPLE:  KEY PRODUCT PREPARATION COST
Annual Salary
Plus Benefits
Professional
56,700
(P)
Annual Paid
Working Hours
2,080
(0)
Professional
Level of
Effort
Expended
(Annual)
250 HRS
(0
Hourly
Rate
$27.25
(H)
Key Product
Preparation
Cost (Prof)
$6812
(K)
Support-Staff
Annual
Level
of Effort
ISO HRS
(D)
Support-Staff
Annual
Salary
w/Benefits
$19,530
(S)
Hourly
Rate
Support
$9.38

Key
Product
Prep.
Cost
(support)
$1407

Total
Key
Product
Prep.
Costs
$8219

                 F»Q
S T G = HS
en
                                                          Figure B-3

-------
         PROFESSIONAL AND SUPPORT LEVEL TASK COSTS
AxB = C
D*E = F
CxF = G
A -   Estimated hours expended on task(s).
B «   Annual paid working days (220 days).*
C =   Annual level of effort expended on task.
D =   Annual salary plus 26% benefits.
E -   Annual paid working hours (2080 hrs).
F =   Hourly rates.
G =   Cost of effort expended on task.
*    To calculate annual level of effort:
     o   If data is collected for 10 days convert
          the 220 days to weeks (220 1 10 = 22).
     o   If data is collected for 5 days (22(M 5 = 44).
Calculation example:
A x B = C      40 hrs x 22 wk = 880 hrs annually
D r E = F       $56,700 T 2080 hrs = $27.25 hourly rate
C x F = G      880 hrs x $27.25 nr rate = $23,980 annual cost of effort
               on task.

                             Figure  B-4
                                B-5

-------
                         ANNUAL PERSONNEL COSTS FOR PROFESSIONAL AND SUPPORT LEVEL TASKS *
09
I
Ol
Tasks


Planning

Photocopying

Collecting
Data

Typing

Telephone
                          Professional
                          Annual Level
                          of Effort
880 HRS

110 HRS

440 HRS


330 HRS

176 HRS
                                Professional
                                Annual Cost
$23,980

$ 2,997

$11,990


$ 8,992

$ 4,796
                                  Support Staff
                                  Annual Level
                                  of Effort
                                                            550 HRS
                                                            990 HRS

                                                            1540 HRS
                                   Support Staff
                                   Annual Cost
$ 5,159




$ 9,286

$14,445
                  Total
                  Personnel
                  Cost
$23,980

$ 8,156

$11,990


$18,278

$19,241
           * Sample Report To Present To Management
                                                        Figure B-5

-------
         APPENDIX C






  GUIDELINES FOR PREPARATION



OF PROCUREMENT REQUESTS (PR'S)

-------

-------
                           APPENDIX C

           GUIDELINES FOR PREPARING PROCUREMENT
                          REQUEST 1900-8
          The user organization must complete  EPA form 1900-8 to
lease or  purchase  under the two agency  wide contracts for  word
processing equipment The complete form must be forwarded to the EPA
Word Processing Coordinator (EPA-WPC)  for review  and  technical
approval.  The EPA-WPC will forward the form to the MIDSD Ordering
Officer for  approval  and award.  The optimum  period  of  processing
requests will be five  working days in  MIDSD  and  2 weeks in Contracts
Management Division.  For a description  of the procurement cycle see
Figure C-l.

C.1       LEASE OR PURCHASE OF WP EQUIPMENT

          A feasibility study must be prepared and submitted to MIDSD
with  the  word  processing  equipment request.   An outline  for  the
'feasibility study and the recommended steps to follow in its development
are located in Section 3 of these guidelines.  After this prerequisite has
been met, the  following procedure should be followed in completing  form
1900-8.  The user shall provide the information shown printed in italics on
this form. A sample form of a Procurement Request is shown in Figure
C-2.

C.I.I     PROVIDE IDENTIFYING INFORMATION

          Items 1 and 2 are self-explanatory.  Item 3a is the  designated
user organization's individual responsible  for the equipment.  Item 4a,
"Delivery  To" must  include complete  address: ordering  organization's
name, street address,  room number, city,  state and zip code. Items Sa,
5b, and 6 are left blank.
                               C-l

-------
PROCUREMENT CYCLE  FOR OFFICE AUTOMATION EQUIPMENT AND  SERVICES
                   REQUESTING OFFICE
                   EXPRESSES A REQUIREMENT

                   FOR OA EQUIPMENT AND.

                   SERVICES     	.
                   JEVELOP THE TECHNICAL/
                   :OST FEASIBILITY
                   IOCUMEHTATJON FOR ACTIOI
                    SUBMIT THE DOCUMENT
                    PACKAGE TO MIDSO WITH
                    EPA FORM  1900-6
                    COMPLETED
                   1IDSD REVIEWS SUBMISSIO
                   WD DETERMINES IF ACT10I
                   IS APPROPRIATE AND
                   ICCURATE
                   1JOSD RENDERS APPROVAL*
                   MND1TIONAL APPROVAL, 01
                   DISAPPROVAL
            GH-
FORUARO TO ORDERING
OFFICER FOR ACTION
                                          TES
                                          YES
                                           VES
                            •0
                                                     RETURN TO REQUESTOR.
                                                     MODIFY PACKAGE AS
                                                     REQUIRED AND RESUBMIT.
                                                      RETURN TO REQUESTOR.
                                                      NO FURTHER ACTION.
                                                        END

                                    Figure  C-l
                                      C-2

-------
ThU form It dttijnad for in site typ»*rit»r (12-phcti).   SAMPLE USE ONLY
  PROCUREMENT REQUEST/REQUISITION     I' ° ,
 (PUatt nod trutruetiont on iwvtrat btfor* eomptoffnff tht form.)    I MM—I
                                                                     MM-flfl-Zff
                                                                                      I PAGE

                                                                                     'Nam*)
                                                                                                 OF
*•. ORIGINATOR (Namt)
 John A.  Doe
e. PHONE NO.
    5-2222
    1OCURCMENT
             «. MAIL coot
             XX-Z3S
                           P. PROG ELEM
                       •. DIVISION
                        AAAA
                                      4. DELIVKM TO:
Address to which
delivery is  to be
made.
                                                                   M. PROJECT MANAGER f
                                                                    Susan B.  Smith
                                                                   b. PHONE NO.
 «. PROCUREMENT Off

    99
               OFFICE USE ONLY

[_JOKAI.OftDllt-OltPKII NO.
                                                    PUMCHASK AUTHOHITY/CONTHACT NUMBBM

                                                      68-01-6615	•
                                                                                        Oi»COUNT T«RMi
 VENDOR NAME AND ADDNEU

 Raytheon Data  Systems Company
 1700 X.  Hoove  St., Suite 1100
 Arlington, VA   22209
                                                   PKN*OM TAKINC OHOKM/OUOTIN6
                                                                                        FOB POINT
                                                   DATE
                                                                  TELEPHONE NO.
                                                                                       DELIVERY
                                                    CONTRACTINO/OOEMINO OPriCEN
                                                                                        TELEPHONE NO.
t. FINANCIAL DATA
 <•) APPROPRIATION
                                                   NOTS: ITEM 8(e) DOCUMENT TYPE - Contract - "C"
                                                        PorchMiOrd«r-"P"   IGA-"A"  Othif (mite.) - "X
         • FMO USE-
             Cb)
                                DOCUMENT
                               CONTROL NO.
                                    W
                                              ACCOUNT NO.
                                                                 OBJECT
                                                                 CLAM
                                             AMOUNT (g)
                                                                               DOLLAR*
                    10 II II 1>
                             14
                               II 1* IT It 1* tO
                                             II It tt 14 II tl tT II II 40
                                                                   41 4t 41 44
                                                                            41 41 47 41 41
                                                                                       10
                                                                                         II It II 14
                    0
», ICRVICINC FINANCE OPFICE
                                                    10. AMOUNT OF MONEV SHOWN IS COMMITTEE
                                                      ASl

                                                                       PI DECREASE
                                                                                       It. PLANNING I.D. NO
                                                      FllNCNEAEE
  STOCK OH ITEM NO.
        (It)
                                     OESCNIPTION
                                         (111
                                                                     OWANTITV
                                                                             UNIT OF
                                                                             ISSUE
                                                                              MSI
                                                                                        UNIT
                                                                                        COST
                                                                                               AMOUNT
      0003

      0004

      0005
                    Level  III Workstation,  VT-1Z03-III

                    Level  IV Workstation,  VT-1303-IV

                    Printer 45 CPS
                     Justification is attached.
                     Certification:      	
                     must be division director"
                     or higher.
                                                                     3

                                                                     2

                                                                     2
                                           1  EA,

                                           1  £4.

                                           J  £4.
4772

4772

2725
14,316

 9,544

 3,456
II. *uaCK»TC0 CONTRACTOR/VENDOR
                                                    •0. SIGNATURE OF ORIGINATOR
                                                     John A. Doe
                                                    SI. SI6NATUNE OF FROP. MGMT. OFFICER/OEIIGNEE
                                                                                              DATE
II. RECOMMENDED PROCUREMENT METHOD
                                                    It. ACCOUNTABLE PROPERTY
   ^COMPETITIVE   QNONCOMPETITIVE (Jutttfleotto* mttaettud)
                                                   PI INITIAL*
                                                                                EXCEII
                                                                              f~l INITIALS
                                              S4. APPROVALS
•-AMANCH/OFFICB

      Jack Smith
                                       DATE

                                       MM-DD-1B
                                                    d. FINANCE
                                                                                              DATE
(VISION/OFFICE
  Joan Jones
                                        DATE
                                                    •. OTHER.

                                                    EPA Word Prooeeeina Coordinator
                                                                                             DATE
                                                                                            MM-DD-XR
C. FUNB* LUTED ABOVE ARE AVAILABLE AND
  RESERVED
                                       DATE

                                       MM-DD- TK
                                                f. OTHER
                                                EPA Ording Officer
                                                                                              DATE
ErA form 1
                12-60)  ?•« EDITION MAT BE USED. ALL OTNBRS AMI OBSOLETE
                                Figure C-S   (Page 1  of 2)
                                                                                    PROCUREMENT

-------
                                  INSTRUCTIONS FOR COMPLETING EPA FORM IflOQ-B                           _


GENERAL: Form h • five port carbon interleaved act and te designed lo be cemplitid with in tlttt typewriter ff2.pfreAj.The originating
office ihould complete til unshaded areas that apply..After completing the form, retain the copy marked for "Originator" «nd tend the bal-
ance through required channel*. The copy marked "Finance" ihould go to your Servicing Finance Office.
ITEMS;

1 thru Sb   tW-aiplanatory.
   10

   It
Enter the name of the procurement office to which this
procurement request is being sent (WASH. - Huftvtrsn
Contnctt  Optnt/ora; HTP • Contnctt Mtnigtmint Obi-
t'on • Ktuircfi Trimglt ftrk; CIN • Contnctt Mtntgtmtm
Division •  Cinsinniti.) tt this  k for a email purchase, show
name of smell purchase office.

For  smell purcheses rWf 910,000).  the Procurement
Office will complete these blocks and return one copy of the
request to the originator.

Setf-npfenetory. Feilure to include the eppropriation num-
ber, document type,  document control  number, account
number, object clea end doller emount will result in the re-
turn of the request to the originetor for completion. Special
care should be taken to insure that all data placed in these
blocks are accurate end eppeers legibly on all copies as this
date will serve to record the  commitment of funds as well
as to eventually obligate the fundt on the contract document
NOTE: Item 8(c) column 14 should be used to denote  docu-
ment type (DTI code where C*EPA prime contract. F*EPA
purchase or delivery order, A*lntergovernmentel Agreement
(IGAl.wt X»all other miscellaneous transactions.

Enter the  oppropriete Servicing Finance Office number des-
ignstid  by Financial Management  Division for the account-
ing office which will record the commitment and obligation.

Self explanatory.

Every procurement that was included In your  Contract
Fien hes been oBigned en identification number. That ident-
ification number shell be inserted  in this block. If this pro-
curement was not included in your plan, enclose a written
justification for not previously pfenning this procurement
(Tna otock it not *f>ptictb/t te am*// purct>tmi  or tour-
ITEMS;

   12     Self-explanatory.

   1)     The degree of detail required will vary with the compteiity
           and estimated dollar value  of the proposed procurement.
           Each request shell contain sufficient information on its fecc
           to process the request. II the proposed procurement is for
           nonpenonaf work or services, provide e title which specific-
           oily describes the work or services to  be procured and limit
           the title to eiity (601 positions including the spaces between
       '   each word of the title for computer input and attach e de-
           tailed eietement of work, in ether instances describe the arti-
           cles requested end provide epecificetion, quantity increments.
           delivery requirements, and specie! peckegfog or transporta-
           tion requirements. (Uu If A Fern tSDfrBA, Continuiiion
           Stiitt. it tdditiontt tpict h nquind.)

14 thru 17  Self-explanatory.

   IS     If more then one (II source is suggested, attach a list of the
           contractors/vendors from whom the  articles are aveileble
           and provide the contractor/vendor's name, address.    point
           •f contact for each source.

   II     If noncompetitive procurement in excess of $10,0   is re-
           commended, prepere and attach a justification setting forth
           the reesons why competition cennet be obtained in accord-
           ance with Chepter 3,  Connects Mmagtment Manuel. Justi-
           ficetions  for  noncompetitive procurements not exceeding
           StG.ODO may eppeer on the face of this form,

   20     Self-explanatory.

21 thru 23  If required, to be completed by cogniient Property Officer.

   24     Serf-explanatory.
COMMITMENT CLERK: Verify the accuracy of oil data in Item 8 and retain one copy. Remove the copy marked "Finance•Commitment"
and forward h to the cognisant Servicing Finance Office. (OnJy eontrtctt »nd purchtxt ever cut off avnouni trttblithtd by your fininet
offietj

NOTE: For more detailed information and instructions regarding the overall content of procurement requests, eat Chapter 1. Contracts
Management Manual.
1PA ftrm ttOO-t (ft*. 1140)

-------
                                 • 0. S. GOVERNMENT PRINTING OFFICE: I97M224U
                VSE ONLY IF INFORMATION VILL HOT FIT ON P/J? FORM.
                                PROCUREMENT REQUEST/REQUISITION
                                           CONTINUATION
STOCK OM ITEM NO.
                                   DESCRIPTION


                                       (14)
  QUANTITY


     (IS)
UNIT OF
 issue

  (1C)
•UNIT
COST

 (171
AMOUNT

  no
                                      Figure C-2    (Page 2 of
2)

-------
C.1.2     PROVIDE EQUIPMENT DESCRIPTION AND COST DATA

          Items 7,8, 9, 10, 11, and 12 provide a detailed description of
all items and services to be provided by the vendor.  All items, whether
standard or optional, must be identified, described, and costed.  In item 8,
at the top, indicate "New Installation".  Include  model number when
indicated.  Installation, delivery, and supply items are to be included in
this section.  For leases, indicate the start and stop date for  the lease
agreement.  The maximum  lease period is one year.  Assistance can be
obtained from  the EPA  Word  Processing  Coordinator  or contractor
personnel.  Indicate individual and total costs.   Do  not  provide  any
estimate for on-call (purchase) maintenance or emergency maintenance.
This is handled separately as required.

C.1.3     PROVIDE CONTRACTOR DESIGNATION

          In item  13,  provide the  WP equipment  contractor's name,
address  and contract number.  Refer to  contract D-406 and/or D-407 for
this information. See sample Procurement Request form.

C.1.4     OBTAIN ORGANIZATIONAL APPROVALS AND FUNDING

          Item 15, is self-explanatory.  Items 16 and 17 must be signed
by the ordering organization's Property Officer if the  WP equipment is to
be purchased.   Item 18(a) is signed by  the branch Chief; 18(b) by the
Director of the Division;  and 18(c) by the  Commitment Clerk.  The
Commitment Clerk  must also provide  the  Financial  Data requested in
item 22 and the Appropriation Number in item 23.

C.1.5      FORWARD TO MIDSD

           After  completing  item  23  the  requisition  form  is to  be
forwarded to the MIDSD. MIDSD will forward it to the Ordering Officer
for approval and award. The user organization will receive a copy of the
official task order from the  Ordering Officer.
                                C-6

-------
C.S       LEASE RENEWAL OF CURRENTLY LEASED WP EQUIPMENT

          The user organization must inform the EPA Word Processing
Coordinator of its intention to renew the lease  on the WP equipment.
This must be  accomplished at least  30 days before  expiration of the
current lease.  This  renewal is accomplished by  completing EPA Form
1900-8.

C.2.1     PROVIDE  IDENTIFYING INFORMATION

          Items 1, 2, 3, 4,  5, and 6; repeat information contained on
originating lease request.

C.2.2     PROVIDE  WP EQUIPMENT DESCRIPTION AND COST DATA

          Items 7, 8, 9, 10, 11, and 12; repeat equipment description and
cost data contained on originating lease request.  In addition, indicate in
the "Description" column, item 8, the following: originating  Task Order
No., Contract No., period  of  lease  renewal (start and stop dates —
maximum period is one year), model and serial numbers of WP equipment,
room location  of equipment, and statement  indicating "Renewal".  Both
the Contract No. and the Task Order  No. appear in the upper right hand
corner  of the "Order  for Supplies or Services" (SF Form 147), a copy of
which is sent to the initiator of the originating lease request for his  file
and reference,  once the order has been placed.

C.2.3     OBTAIN ORGANIZATIONAL APPROVALS AND FUNDING

          Items 15,  16, 17, 18(a), 18(5), and 18{c);  obtain signatures as
per originating lease  request.  The Commitment Clerk  must  provide the
Financial Data requested in item 22  and the Appropriation Number in
item 23.
                               C-7

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C.2.4     FORWARD TO MIDSD

          Forward form to EPA Word Processing Coordinator, MIDSD,
PM-218, 401 M Street, S.W., Washington, D.C. 20460 for final processing.
The  EPA-WPC will forward it to the Ordering Officer for approval and
award. The requisitioning organization will receive a copy of the official
task order from the Ordering Officer.
                                08

-------
            APPENDIX D

EQUIPMENT DESCRIPTIONS AND COSTS

        -   Standard Configuration Lexitron
           Word Processing Equipment
        -   Hardware and Maintenance Unit Prices
        -   Optional Features and Configuration Items

-------

-------
              STANDARD CONFIGURATION LEXITRON
                  WORD PROCESSING EQUIPMENT

     Standalone Workstations

     Includes:

     Double Density Disk
     ASYNCH ASCII Communications
     Word Processing Software
     Math Pack
     Alternate Character Set
     Conversion of 1000 Pages
     Manuals
     Training for 2 operators for
      one half day each
     Starter supplies of 10 diskettes,
      3 print wheels and 10 print ribbons.
Description

VT1303-1V Dual Disk
VT1202-HI Single Disk
                     Purchase    LTOP (24 Month)    Maintenance
                     $4772.00
                      4172.00
231.38/month
202.29/month
86.00/month
73.00/month
NOTE:  There is a 90 day maintenance warranty for each station.  ,
        Thereafter, a monthly maintenance charge for both purchase
        and LTOP.
     Printer For Standalone Workstations
Description

VT-1004, 45CPS, QUME

o
                     Purchase

                     $1728.00

Shared-Printer Configuration
LTOP (24 Month)

83.78/month
Description

Two(2)VT-1303-IV
Workstations
Sharing A VT-1004,
45CPS Printer

Training *llocation:


Text Conversion:
                     Purchase    LTOP (24 Month)

                     $11,272.00   507.00/month
Maintenance

27.00/month
                   Maintenance

                   199.00/month
                 1 Primary  operator and  back-up  operator  for
                 each workstation.

                 One thousand (1,000) pages of text converted at
                 no charge;  Thirty  (30) day  minimum  time to
                 convert.
                            Figure D-l
                             D-l

-------
                         HARDWARE AND MAINTENANCE UNIT PRICES

                 (Applicable for the period of system/item life months 1 through 88*)
Line
Item
1
2
3
4
Model
No.
VT 1202, HI
VT 1303, IV
VT 1004
2 VT 1303, IV
and
1 VT 1004
Printer
Description
Work Station
1 Disk Level 3
Work Station,
2 Disks Level 4
Printer 45 CPS
45 CPS
Shared Printer
Workstation
Outright
Purchase
Price
$4,172
$4,772
$1,728
$11,272
PPM
Maintenance**
$73
$86
$27
$99
LTOP
$202.29
$231.38
$83.78
$546.54
*  For installations occuring in months 1 through 60
** Maintenance Costs are for both purchase and lease to purchase.
                                          Figure D-2

-------
       OPTIONAL FEATURES AND SPECIAL CONFIGURATION
                      ITEMS AND FEATURES
Description
Widetrack Printer
Twintrack Printer
Duel Tray Sheetfeeder
Print Multiplexer
Mag Card Adaptor
Optical Character Reader
(Hendrix Typereader II)
Acoustic Hood (For
Standard VT-1004 Printer)
Basic Software Program
RMS Software Program
Editor Attachment Kit 15 ft.
Editor Attachment Kit 25 ft.
Editor Attachment Kit 50 ft.
Purchase
$
$
$
$
$
$
4,748
5,737
1,696
2,095
2,512
9,771
LTOP
$230
$278
$ 82
$102
$122
$474
(1-88 Month)
Monthly
Maintenance
$ 51
$ 75
$ 22
$ 14
$ 32
$126
360
N/A
N/A
$
$
$
$
$
100
200
102
142
186
N/A
N/A
$
$
$
5
7
9
N/A
N/A
N/A
N/A
N/A
   Installation charges determined upon installation site selection.
                               Figure D-3
                                  D-3

-------

-------
           APPENDIX E

WORD PROCESSING CONVERSION ACTION
         DECISION MATRIX

-------

-------
                           WP CONVERSION ACTION DECISION MATRIX
LEXITRON

o GSA Lease

o Owned


INTELLIGENT TYPEWRITERS

o GSA Lease

o Owned


NON-STANDARD
STAND ALONE WP

o GSA Lease

o Owned


NON-STANDARD
SHARED LOGIC SYSTEM

o GSA Lease

o Owned
Key:     A = Acceptable
         R = Recommend
fERT TO AGENCY CONTRACT CONTINUE LEASE TO
LEASE OR PURCHASE EXCHANGE
IMMEDIATE PHASED OWNERSHIP CONVERSION SALE PROGRAM
R
R(l)
S
S
R
R
N
N
N - - -
N — • — — •
S A N R
S A N R
A A C R
A A - R
R R C R
R R - R
C = Cost Analysis Required
S = Study Requirements
N ~ Not Acceptable
(1) Convert to Agency contract to obtain fixed rate maintenance.

-------

-------
 A VT 1202 increases operator productivity almost immediately
 in offices where (1) typists and secretaries have a continuously
 heavy load of diverse typing assignments and (2) draft revision
 needs are similarly heavy and  diverse. A VT 1202 also per-
 forms cost-effectively when operators must retrieve informa-
 tion from a previously prepared and stored data base, then
 insert the information into simple or complex forms such as
 insurance policies, purchase orders, or lease agreements or
 into standard paragraphs.
   The VT 1202 can be used productively to prepare general
 correspondence (letters, memos, reports) or technical manuals ,
 containing statistical and mathematical data or large docu-
 ments that are customized by mixing "standard" text (boiler-
 plate) and variable text to  yield  a customized document.
   Physically, the VT 1202 consists of two trim, attractively
 styled desk-top units: an operator's console and a printer unit.
 The operator's console includes  the electronic keyboard, mini-
 floppy diskette drive, and display. The printer unit includes
 the printer and  power supply.
   Using the electronic keyboard, an operator performs all
   rmal typing functions at rough-draft speeds in the usual
  ay. Typed text appears automatically on the display, which
 shows a one-third page segment  of the in-process full page.
 Using control keys and regular keys, the operator corrects and
 revises displayed text; produces  it on the printer; and records
 it on diskette for possible recall, revision, assembly, and
 reprinting later.


 STANDARD FEATURES
 Features Common to  VT 1202 (and 1201 and 1303)
 • One-Third Page Display. Shows an exact, one-to-one image
   of one-third  of the in-process full page.
 • Full-Page Preview.  Enables an operator to preview a
   reduced version of the full  page and then change the
   format, as required, before printing the page.
 • Automatic Indexing.  Provides a document management
   system that automatically retains document integrity for
   the operator.
 • Text Editing. Enables an operator to insert or delete char-
   acters, words, and lines; to  break lines of text from one line
   to another (when inserting  additional text); and to bring
   text forward from one line, page, etc.
• Decimal Tab. Enables an operator to set decimal tabs (the
   same way as text tabs) to automatically align decimal points.
• Archive. Allows an operator to revise and print  text from an
   archived document without altering the original  document.
• Diskette Drive.  Uses 5%-inch mini-floppy diskettes that
   have a storage capacity of more than  160,000 characters.
   Display Advance. Enables an operator to successively dis-
   play each one-third page segment of already-keyed text.
• Typethru.  Enables an operator to use a VT 1202 exactly as
   a typewriter  by  keying text and having it simultaneously
   shown on the display and printed on paper.
•  Displayable Pitch Selection. Enables an operator to display
   typed text, with appropriate margins, in either 10-pitch or
   12-pitch. Up to 85 characters per line can be displayed in
   10-pitch; 102 characters, in 12-pitch.
•  Continuous Typing. Enables an operator to continuously
   key text at draft-typing speeds without carriage-returning
   at the end of each line.
•  Stop Code.  Enables ah operator to specify positions in text
   in which to stop the printer during printout.
•  Custom Margin. Enables an operator to offset the printout
   of a page. Useful for addressing envelopes.
•  Automatic Centering.  Enables an operator to center text
   automatically, one line at a time, between left  and right
   margins.

Features Common to VT 1202 (and VT 1303)
•  Automatic Pagination. Moves text forward or  backward
   from one page to another (without operator intervention)
   to accommodate revisions to text.  Pages remain in the
   same sequence and format as originally typed.
•  Full-Page Select.  Enables an operator to select lines of text
   (up to a full  page) and move that text to another location
   on the same  page or to a different page of any document or
   diskette; also allows the operator to erase, delete, or print
   the selected text.
•  Block Select. Allows an operator to select a column of text
   and move that text to another column on the same page or
   to another page of any document or diskette; also enables
   the operator to erase, delete, or print the selected text.
•  Form Tab.  Enables an operator to merely touch a key and
   move quickly to the exact position of the next blank to be
   filled in on a form.  ,
•  Call Page.  Enables an operator to move directly from the
   current page to any page of any document.
                                              — continued—

-------
•  Superscript, Subscript, Overstrike. Enables ah operator to
   (1) type superscripts and subscripts automatically and
   (2) type one character over another to create special
   symbols (for example, (9).
•  Reformat.  Enables an operator to automatically change
   both the left and right margins and line spacing on a page
   or throughout a document. The operator can print the
   reformatted document, store it on diskette, or both.
*  Nonprint. Enables an operator to specify fields of dis-
   played text that are to be skipped over during printing.
   This allows two-pass printing of a page that has a mix of
   type styles, languages, or colors—and the print wheel or
   ribbon need to be changed only once.
•  Horizontal Scroll.  Enables an operator to produce wide-
   page documents (up to 126 characters per line in either
   10- or 12-pitch), such as financial reports, charts, etc.
•  Continuous Print.  Enables an operator to print an entire    °
   document unattended.
*  Text Assembly.  Enables an operator to prepare standard
   paragraphs in any order and then select certain paragraphs
   and assemble and print them (and insert variables) as one
   document.
•  Search and Replace. Enables an operator to automatically
   search through a document for specific text or multiple
   text and (1) stop at each occurrence and decide whether to
   change or replace the text, (2)  count each occurrence, or
   (3) replace each occurrence with specified text.  ,.
•  Form Letter.  Enables an operator to print single-page form
   letters from a prepared address list and automatically, insert
   the date, address, salutation, and variable text within the
   body of the letter. Addresses can be selected automatically
   from the list, based on predefined qualifiers or ZIP codes.
•  Monospace Justify. Enables an operator to print text auto-
   matically with a right-justified  (even) margin—by page or
   by document.
*  Document Copy. Enables an operator to duplicate a com-
   plete document, or part of a document (up to a full page),
   at another location on the same diskette.
*  Document Append. Enables an operator to combine various
   documents, or parts of a document (up to a full page at a
   time), with another to form a single document on the same
   diskette. All documents appended to another document
   remain on diskette as if they were archived.
OPTIONAL FEATURES
The following features are optional on a VT 1202:
•  Alternate Character Set. Permits an operator to type and
   display 96 extra characters, in addition to the basic set,
   when performing scientific and multilingual typing.
*  Interact Communications.  Working through a data set and
   over telephone lines, an Interact-equipped VT 1202 can
   send or receive documents to or from another VT or
   Videotype system and communicate with a wide range
   of computers.
•  Tape Adapter. Allows a tape drive to be externally
   attached to a VT 1202,  thereby providing a dual-media
   system. Documents may be converted from tape to
   diskette, or vice versa.
                                                                    SPECIFICATIONS
                                                                    DISPLAY
                                                                    Display region
                                                                    Characters per line
                                                                    Lines per page
                                                                    Character generation
                                                                    KEYBOARD
                                                                    Contour

                                                                    Number of keys
                                                                    Repeat keys
                                                                    STORAGE MEDIA
                                                                    Type
                                                                    Recording method
                                                                    Recording format
                                                                       Sides per diskette
                                                                       Tracks per side
                                                                       Sectors per track
                                                                       Characters per sector
                                                                       Minimum page size
                                                                       Text compression
                                                                    Storage capacity
                                                                       Character capacity
                                                                       Nominal page size
                                                                       Nominal page capacity
                                                                    Number of diskette drives
                                                                    PRINTER
                                                                    Type
                                                                    Maximum speed

                                                                    Type styles
                                                                    Line spacing
                                                                    Ribbon
                                                                    PHYSICAL CHARACTERISTICS
                                                                    Operator's console
                                                                       Height
                                                                       Width
                                                                       Depth
                                                                       Weight
                                                                    Printer unit
                                                                       Height
                                                                       Width
                                                                       Depth
                                                                       Weight
5x10 Inches
126
66
High-resolution dot matrix

Dished and sloped; resembles IBM
Selectric keyboard
79
Space Bar, Backspace, Return, Period,
Hyphen/Underline, Delete, Insert,
Erase, Merge, Line Insert, Line Delete,
Roll Up/Roll Down

554-inch mini-floppy diskette
Dual-density MFM

1
35
18 (soft-sectored)
256
1 sector
Multiple blank and blank line

161,280 characters
2,000 characters (compressed)
80 pages
1

Daisy-wheel printer
55 characters per second (660 words
per minute)
Various 10- and 12-pitch type styles
available
6 lines per inch
Multistrike, single strike, or fabric
13 inches (33 centimeters)
26 inches 166 centimeters)
26.4 inches (67 centimeters)
55 pounds (25 kilograms)

9.4 inches (23.8 centimeters)
22.3 inches (56.7 centimeters)
22.1 inches (56.1 centimeters)
52 pounds (23.6 kilograms)
                                                                    ENVIRONMENTAL REQUIREMENTS
                                                                    Operating temperature
                                                                    Storage temperature
                                                                    Relative humidity
                                                                    INPUT POWER
                                                                    Voltage

                                                                    Current
                                                                    Frequency
                                                                    Power dissipation
50°F to 9S°F (10°C to 35°C)
40°F to 122°F (4°C to 50°C)
20% to 80%, noncondensating

95 to 130Volts AC, or 190 to
260 Volts AC
3.2 Amps maximum at 115 Volts AC
for each operator's console; 2.5 Amps
maximum at 115 Volts AC for each
printer unit
48 to 62 Hz
1.000BTU per hour
                                                                                All specifications subject to change without notice.
                                                RAYTHION DATA SYSTEMS COMPANY
                                                                                Isxitron
                                                  A Division of Raytheon Company

      D Intelligent TerminalsQDistributed Processing SystemsDWord Processing SystemsDNetwork SysteinsDTelecommunications Systems
Printed in U.S.A. .
                                    1415 BOSTON-PROVIDENCE TURNPIKE • NORWOOD, MASSACHUSETTS 02062
                   Call Director, Field Maiketmg at (800)343-6676 (loll ii«a) hmd» Massachusetts call (617)762.6700 • TWX  710-336-0646 * TELEX: 92-4406
                                                                                                                     44-50002

-------


I
 A VT 1303 gives users broader overall capabilities than any
 VT 1100 or 1200 system. Its standard features atone make
 the VT 1303 one of the fastest, most efficient, most produc-
 tive document-preparation devices yet developed  ... and its
 optional features further extend its versatility and economy.
   A VT 1303 is ideally suited for any typing task-from
 general business letters, memos, and reports (including those
 with technical, mathematical, and statistical data) to large
 documents initially prepared by retrieving stored  boilerplate
 paragraphs and integrating selected paragraphs with variable
 text to create a single document (contracts, loan and lease
 agreements, technical proposals, briefs, depositions, etc.).
 And because a VT 1303 has dual diskette drives, two opera-
 tions can be performed concurrently, such as printing one
 document while editing another.
   Physically, the VT 1303 consists of two trim, attractively
 styled desk-top units: an operator's console and a printer
 unit.  The operator's console includes the electronic keyboard,
 two mini-floppy diskette drives, and display. The printer unit
 includes the printer and power supply.
   Using the electronic keyboard, an operator performs all
   mal typing functions at rough-draft speeds in the usual
    .  Typed text appears automatically on the display, which
 shows a one-third page segment of the in-process full page.
 Using control keys and regular keys, the operator corrects and
 revises displayed text; produces it on the printer; and records
 it on diskette for possible recall, revision, assembly, and
 reprinting fater.
 STANDARD FEATURES
 Features Common to VT 1303 (and VT 1201 and 1202)
 • One-Third Page Display. Shows  an exact, one-to-one image
   of one-third of the in-process full page.
 * Full-Page Preview.  Enables an operator to preview a
   reduced version of the full page and then change the
   format, as required, before printing the page.
 • Automatic Indexing.  Provides a document management
   system that automatically retains document integrity for
   the operator.
 • Text Editing. Enables an operator to insert or  delete char-
   acters, words, and lines; to break lines of text from one line
   to another (when inserting additional text); and to bring
   text forward from one line, page, etc.
• Decimal Tab. Enables an operator to set dec!mal tabs (the
   same way as text tabs) to automatically align decimal
   points.
 * Archive. Allows an operator to revise and print text from an
   archived document without  altering the original document.
• Diskette Drive.  Uses 5%-inch mini-floppy diskettes that
   have a storage capacity of more than 160,000 characters.
    isplay Advance.  Enables an operator to successively dis-
   play  each one-third page segment of already-keyed text.
* Typethru.  Enables an operator to use a VT 1303 exactly as
   a typewriter by  keying text and having it simultaneously
   shown on the display and printed on paper.
• Displayable Pitch Selection.  Enables an operator to display
   typed text, with appropriate margins, in either 10-pitch or
   12-pitch.  Up to 85 characters per line can be displayed in
   10-pitch; 102 characters, in 12-pitch.
• Continuous Typing. Enables an operator to continuously
   key text at draft-typing speeds without carriage-returning
   at the end of each line.
• Stop Code. Enables an operator to specify positions in text
   in which to stop the printer during printout.
• Custom Margin.  Enables an operator to offset the printout
   of a page.  Useful for addressing envelopes.
• Automatic Centering.  Enables an operator to center text
   automatically, one line at a time, between the left and right
   margins.

Features Common  to VT 1303 (and VT 1202)
• Automatic Pagination. Moves text forward or backward
   from one page to another (without operator intervention)
   to accommodate revisions to text. Pages remain in the
   same sequence and format  as originally typed.
• Full-Page Select. Enables an operator to select lines of text
   (up to a full page) and move that text to another location
   on the same page or to a different page of any document or
   diskette; also allows the operator to erase, delete, or print
   the selected text.
• Block Select.  Allows an operator to select a column of text
   and move that text to another column on the same page or
   to another page  of any document or diskette; also enables
   the operator to erase, delete, or print the selected text.
• Form Tab. Enables an operator to merely touch a key and
   move quickly to the exact position of the next blank to be
   filled in  on a form.
• Call Page.  Enables an operator to move directly from the
   current page to any page of any document.
                                              —continued—

-------
   Superscript, Subscript, Overstrike. Enables an operator to
   (1) type superscripts and subscripts automatically and.
   (2) type one character over another to create special
1  symbols (for example, 0).
•  Reformat.  Enables an operator to automatically change
   both the left and right margins and line spacing on a page
   or throughout a document. The operator can print the
   reformatted document, store it on diskette, or both.
•  Nonprint.  Enables an operator to specify fields of dis-
   played text that are to be skipped over during printing.
   This allows two-pass printing of a  page that has a mix of
   type styles, languages, or colors—and the print wheel or
   ribbon need be changed only once.
*  Horizontal Scroll.  Enables an operator to produce wide-
   page documents (up to 126 characters per line in either
   10- or 12-pitch), such as financial  reports, charts, etc.
•  Search and Replace. Enables an operator to automatically
   search through a document for specific text or multiple
   text and (1) stop at each occurrence and decide whether to
   change or replace the text, (2)  count each occurrence, or
   (3)  replace each occurrence with specified text.
•  Form Letter.  Enables an operator to print single-page form
   letters from a prepared address list and automatically insert
   the date, address, salutation, and variable text within the
   body of the letter. Addresses can be selected automatically
   from the list, based on predefined qualifiers or ZIP codes.
•  Monospace Justify. Enables an operator to print text auto-
   matically with a right-justified  (even) margin—by page or
   by document.

Features Common to  VT 1303
•  Continuous Print.  Enables an operator to print one or
   more documents, unattended,  from one diskette while
   simultaneously editing documents on the other diskette.
•  Text Assembly.  Enables an operator to prepare standard
   paragraphs in any order and then select certain paragraphs
   and assemble and print them (and insert variables) as one
   document.  Also, the assembled document may be recorded
   on diskette for future use.
•  Document Assembly. Enables an operator to combine two
   or more documents from one diskette into a single docu-
   ment on a second diskette.
•  Document Copy. Enables an operator to duplicate a com-
   plete document, or part of a document (up to a full page),
   at another location on the same diskette or another diskette.
•  Document Append.  Enables an operator to combine various
   documents, or parts of a document (up to a full page at a
   time), with another to form a single document on the same
   diskette or another diskette. All documents appended to
   another document remain on diskette as if they were
   archived.
*  Diskette Duplicate. Enables an operator to duplicate one
   or more existing documents,,up to an entire diskette, onto
   a second diskette.
 AH specifications subject to change without notice.
                                                                 OPTIONAL FEATURES
                                                                 The following features are optional on a VT 1303:
                                                                 •  Alternate Character Set.  Permits an operator to type and
                                                                    display 96 extra characters, in addition to the basic set,
                                                                    when performing scientific and multilingual typing.
                                                                 •  Interact Communications. Working through a data set and
                                                                    over telephone lines, an Interact-equipped VT 1303 can
                                                                    send or receive documents to or from another VT or
                                                                    Videotype system and communicate with a wide range
                                                                    of computers.
                                                                 SPECIFICATIONS
                                                                 DISPLAY
                                                                 Display region
                                                                 Characters per line
                                                                 Lines per page
                                                                 Character generation
                                                                 KEYBOARD  '
                                                                 Contour

                                                                 Number of keys
                                                                 Repeat keys
                                                                 STORAGE MEDIA
                                                                 Type
                                                                 Recording method
                                                                 Recording format
                                                                    Sides per diskette
                                                                    Tracks per side
                                                                    Sectors per track
                                                                    Characters per sector
                                                                    Minimum page size
                                                                    Text compression
                                                                 Storage capacity
                                                                    Character capacity
                                                                    Nominal page size
                                                                    Nominal page capacity
                                                                 Number of diskette drives
                                                                 PRINTER
                                                                 Type
                                                                 Maximum speed
                         5x10 inches
                         126
                         66
                         High-resolution dot matrix

                         Dished and sloped; resembles IBM
                         Selectric keyboard
                         79
                         Space Bar, Backspace, Return, Period,
                         Hyphen/Underline, Delete, Insert,
                         Erase, Merge, Line Insert, Line Delete,
                         Roll Up/Roll Down

                         554-inch mini-floppy diskette
                         Dual-density MFM

                         1
                         35
                         18 (soft-sectored)
                         256
                         1 sector
                         Multiple blank and blank line

                         161,280 characters
                         2,000 characters (compressed!
                         80 pages
                         2
                         Daisy-wheel printer
                         55 characters per second (660 words
                         per minute)
Type styles                Various 10- and 12-pitch type styles
                         available
Line spacing               6 lines per inch
Ribbon                   Multistrike, single strike, or fabric
PHYSICAL CHARACTERISTICS
Operator's console
   Height                 13 inches (33 centimeters)
   Width                  26 inches (66 centimeters)
   Depth                  26.4 inches (67 centimeters)
   Weight                 55 pounds  (25 kilograms)
Printer unit
   Height                 9.4 inches (23.8 centimeters!
   Width                  22.3 inches (56.7 centimeters)
   Depth                  22.1 inches (56.1 centimeters)
   Weight                 52 pounds  (23.6 kilograms)
ENVIRONMENTAL REQUIREMENTS
                                                                 Operating temperature
                                                                 Storage temperature
                                                                 Relative humidity
                                                                 INPUT POWER
                                                                 Voltage

                                                                 Current
                                                                  Frequency
                                                                  Power dissipation
                         500Fto95°F(100Cto35°C)
                         40°F to 122°F (4°C to 50°C)
                         20% to 80%, noncondensating

                         95 to 130 Volts AC, or 190 to
                         260 Volts AC
                         3.2 Amps maximum at 115 Volts AC
                         for each operator's console; 2.5 Amps
                         maximum at 115 Volts AC for each
                         printer unit
                         48 to 62 Hz
                         1,000 BTU per hour
                                                RAYTHEON DATA SYSTEMS COMPANY
                                                                                l^xibrcm
                              ,. RAYTHEON^       A D)V|5ion of Raytheon Company


       dlntelligent TerminalsDOistributed Processing SystemsQ Word Processing SystemsDNetwork SystemsOTelecommunications Systems

                                     1415 BOSTON-PaOVIDEHCETURNHKE'NORWOOD, MASSACHUSETTS 02062
Printed in U.S. A. .      Call Director, Field Marketing at (800)343-6676 (toll free). Inside Massachusetts call (617)762-6700 • TWX: 710-336-0646 • TELEX: 92-4408             44-50003

-------
   RAYTHEON:
RAYTHEON DATA SYSTEMS COMPANY

    A Division of Raytheon Company"
                                                                               J

                                                                              --t
  Word   Processing  Perspective
 RAYTHEON DATA SYSTEMS
                                                          August 1981, No.7-
 Communications  Capabilities
 for  Lexitron  VT Systems
                                                         4. '
 Raytheon Offers
 Seven Routes
 to the New, World

   For  years  the  efficient  pro-
 cessing of words and data has
 been  recognized  as a business
 essential. But today,  more  than
 simply processing words and data,.
 the information must also be com-
 municated. Only when information
 essential  to  management deci-
 sions is communicated is it com-
 pletely and efficiently utilized.
   Raytheon Data  Systems (RDS)
 now  offers multiple communicaT
 tions options for VT systems, trans-
 forming standalone  systems into.
 multi-powered - communicators  of
 information. These options make
 the increased  productivity of the
 automated office a promise realiz-
 able today.
 /The series of  communications
 options permits users to interface
 with a  wide range of  data com-
 municating devices. These include
 other "RDS  installations;  on-line
 host  computers;.  remote  optical
.character readers;  IBM-compat;."
,-ible  and -.other  word processing";
 systems with similar-coding struc- •
 tures;-phototypesetters;.tirne-shar-.
 ing systems; "intelligent" copier/
 printer~and popularly used network
 communications systems'* ; ; -"."'.

 Software-controlled, ,   --'
 menu-selectable,
 arid available how

   When'communications capabil-
 ities are required,.RDS has'made if
 as simple as "changing: the start-'
. dard text processing program" for.
 one. holding -the cpmmunications1
 logic.:VT.'systems equipped."with.
-appropriate communications firm-
 ware .can easily' be  converted, to
 communicating text processors "by .
 loading any of the  options, and
. selecting  . transmission,,   criteria
 from a menu page. These options.
 convert VT systems f ronvstand".
 alone text'.processors to" .devices
 for. communicating-- with. virtually .
" every sort.of computer or terminal.'
 These options open -up entirely
           new possibilities for infra- and inter-
           organizational   communications.
           Starting today, VT users  can in-
           crease the productivity benefits of
           their systems. Internally, they can
           transmit  documents  quickly be-
           tween VT systems. Externally, they
           now "have the broadest  access'of
           any text processing,system to the
           data resources needed today  for
           effective management.
           Between VT
           systems linked for.
           electronic mail

            The RDS asynchronous point-to-
           poiht  communications  option is
           used to send or  receive  text to/
          "from other VT systems. Communi-
           cations can be from the keyboard
           or from a text diskette/cassette in
           conversational, line send.'or batch
           modes. Page parts, full pages or
           multiple documents are easily sel-
           ected from the  diskette/cassette.
           index page. Communications rates
           are! 300  bits per second- (bps),
           allowing-  use  of  an  inexpensive
           acoustical .coupler, and.1200 and
           2400bps, the last allowing directly
          •and, locally linked VT systems to-
          - communicate without, a modem.
           Transmissions may.occur in half or-
          • full duplex mode. Text-and page-im-.
          .age's .are  maintained between -the
           twcf'VJ's. -   -    .   ."" <
          WlthTTY^ype   ::     \;
         . terminal networks  -, -  ;

            -With'  the--. RDS ^asynchronou's"
         'ASCII option, all.VT systems com-
         ' municate with^the broad  range of.
          equipment'-..operating  with this
          coding standard,  including 'tele-
          typewriter-type-networks and most
          minicorhputers.^and mainframes.
         ;Asynchr6nous-AS_eil is. also used.
          to communicate: with commercial
          time'-sharing -and  electronic mail
          networks': Every; transmission, cri-
         -tenon is^ quickly,and easily'estab-
          Jished drVa-simpie.'rneriu.:-
 Wlth IBM-compatible
 systems    ';

   The RDS asynchronous 2741"
 -emulation option directly--links-VT.
 systems _to  IBM'-compatibJe • sys-
 tems for tasks such as the storage
 ,and. retrieval of information from
 'mainframe data bases..The option
 also allows  communications ;with
 other word-processor.systems. A
 VT'system operates  as  a  remote
 conversational  terminal or a batch
 terminal, and as a^communicating
 text processor emulating: a 2741
 terminal.    • - " A    '  .•  '

      - .         i.     -.   -

 With IBWH:orTipatibie
 bisynch data processing
 terminals    . T          >

   IBM 2780 and 3780'  communi-
 cations terminals,are used world-
 wide for remote job entry (RJE) to a-
 central  IBM or IBM-compatible
 mainframe computer. The 2780
 and  3780  communications ter-.
 minals are batchroriented, rather
 than" interactive. 
-------
       PURE DP EMULATIONS
                                                               WP & DP EMULATIONS
         HOST COMPUTER
         IBM/OTHERS
         (INTERACTIVE)
         DBMS,TSO,CICS,
         ATMS,iTC .
        3271/3277
  LEXITRON VT SYSTEM
       .  WITH  '
COMMUNICATIONS OPTIONS
                                                      2770
         HOST COMPUTER
         IBM/OTHERS
         (BATCHI RJE
        HOST COMPUTERS/
        NETWORK
        (BATCHI RJE
IBM

OS-6
                                                                      h
                                                                      I-
                                                                       2770
                                                                        IBM

                                                                        6670 or

                                                                        6640
                                2780
                                3780

                                2770"~~
                                                                    HOST COMPUTER
                                                                    IBM/OTHERS
                                                                    (BATCH) RJE
                                                      2741

                                                     "ASCII/IT^
                                              HOST COMPUTER
                                              IBM/OTHERS
                                              (INTERACTIVE)
                                                      ASCII/TTY
                                                                                     TIME SHARE
                                                                                     NETWORKS
                                                                                     TYMNET/TELENET
                                                                       3275
                                                                    HOST COMPUTER
                                                                    IBM/OTHERS
                                                                    (INTERACTIVE)
                                                                    DBMS, TSO. CICS,
                                                                    ATMS, ETC.
The world of communications requires many different capabilities.
The automated office will produce its promised productivity gains
only if all the resources it can generate can be communicated.
                                    RDS'now supplies seven of the most common communications
                                    capabilities: productivity gains can begin today.
mission than  other  protocols be-
cause it allows transmission of up
to 512 characters in a string rather
than  being  limited to  80 charac-
ters.   Menu-selectable  transmis-
sion rates are 2400 and 4800 bps,
or  the rate  established  by  the
modem.
Communications with  .
host computer
networks—Interactive
bisynchronous protocol

   With a 3277/3271 emulation :op-
tion available on  a  RayText Sys-
tem, or 3275 (model 2) on the VT
standalone  unit, the VT becomes
an interactive facility for data pro-
cessing tasks such as data entry,
inquiry response,  on-line program
development,  data  base  inquiry
                  arid  response, and many  other
                  management  information system
                  applications.  -The  bisynchronous
                  327; emulation options can operate
                  at speeds "as. high  as  19.2K bits-.
                  per.-second and can support dual
                  host/network upline links.
                  Between RDS word
                  processing systems

                    RDS systems may be linked to
                  other VT systems  using  bisyn-
                  chronous  protocol  transmission
                  rates of up to 4800 bits-per-second.
                  VT text  processing' systems can
                  display many special symbols not
                  contained in  the ASCII set.  With
                  this option you transmit all display-
                  able,  characters—including  sub-
                  scripts, superscripts, and symbols
                  for trademark,  registration,  copy-
                  right and paragraph breaks,  even
                               the alternate character set. Espe-
                               cially needed in legal and govern-
                               ment  applications,  this  feature
                               eliminates the.  need to transmit
                               spaces where special symbols are
                               used.
                               Summary

                                  RDS, long established as an in-
                               novative creator of  new systems
                               and procedures, is the first with a
                               text processing system capable of
                               communicating  with  host  com-
                               puters and office systems,  time-
                               sharing and electronic mail sys-
                               tems  and widely used terminal
                               networks, without a "black box" or
                               cumbersome  coding procedures.
                               A communications diskette or cas-
                               sette  is  simply  loaded  into  a  VT
                               system and communications can
                               begin.
                          :RAYTHEON"
                                           RAYTHEON DATA SYSTEMS COMPANY
                                                      texilron
                                             A Division of Raytheon Company


      Unintelligent Terminals D Distributed Processing SystemsO Word Processing SystemsONetworlc SystemsDTeleconiBiunications Systems
Printed in U.S.A. 5/82
               1415 BOSTON-PBOVIDENCE TURNPIKE • NORWOOD, MASSACHUSETTS 02062

Call Director, Field Marketing at (800)343-6676 (toll Ires). Inside Manacliuieltt call (617)762-6700 • TWX: 710-336-0646 -.TELEX: 92-4408
                                                                                                 44-50015

-------
  RAYTHEON.
RAYTHEON DATA SYSTEMS COMPANY

   A Division of Raytheon Company
l^xitrcm
 Word  Processing  Perspective
RAYTHEON DATA SYSTEMS
           'I
                                                                          ' August 1981, No.4
 The VT  Math  Package:
 Flexibility  and  Ease of Use
 For Everyday  Computations
 Four-function Math
 Plus Percentages    -
 With On-screen  •  ; '
 Processing
  Raytheon Data Systems! (RDS)
 VT Math Package adds flexible and
 easy-to-use mathematics capabil:
 ities to. VT text processing sys-
 tems." The software permits users
 of VT'1202 and 1303 systems to
 perform four-function, signed arith-
 metic fo'r many standard business
 applications such as preparing fi-
 nancial statements, budgets, sales'
 forecasts,-  statistical  charts,  in-
 voices; and inventory, reports:
 --The math program offers "the
 broadest flexibility in  configuring
 and  implementing  multi-function
 information systems. It allows  VT
 users to implement a logical, .step-
 by-step evolution from strictly text
 processing functions to those that
.involve a  mixture of text and
 number processing operations.


 A comprehensive,
 verifiable program    -. •-,
  A menu addition to the standard
 VT text processing program disk-
 ette, .the VT'Math •Package pro-
 vides users with a, valuable tool
 in developing -the  broad  'range
 of communications that require
 mathematics—without   inhibiting
 text editing functions..
 -" You can type  a report with
'charts and tables—and perform
 on-screen  mathematics  on  the
 numbers—without  having  to
 change  diskettes,  enter,  code-
 driven  subroutines,  or.'re-key
 previously calculated results. You
 format, charts and tables just  as
 you.would in text processing—.only.
 now  the computations  are per-
 formed on-screen.. •   -/ .
 "jThe  new-_ software  performs'
 standard column and  row opera-
 tions in "tabular  andLcrossfooting
 applications, calculates  percent- -
 ages/and offers 10 "accumulators
'for  subtotals and intermediate
          results'. And, a verify, feature, will:
          .check calculations. The- program
          can automatically insert commas
          and decimal points into results. It
          recognizes and displays negative
          numbers, with . a  minus' sign or
          parentheses.  .-    • . .

          Managerial decisions   :
          aided by VT Math
          Package flexibility
            In developing such vital.reports
          as| sales, forecasts, you.-may use
          the VT  Math Package as an-on-
         . screen calculator. The software" is
          designed to" make it easy to select
          and store  subtotals and  inter-
          mediate" results.. In. preliminary
          calculations, for example,'you can
          select  and store. the results of
          various  groups  of calculations,
          vie'w them as desired, and decide
          which is the most pertinent to your
          specific  reporting  needs-—and
          then: you can finalize the calcula-.
      tions and the format of the results
      with  simple  text processing-
      commands.   .1
      Tables and charts:     '•  4
      complete formatting
      flexibility-   ;      ;     •  •-".
       Once a table oV chart has been:
      set up, you can ^easily move col-.
      umiis ;and  rows of "numbers/You
      use .trie  same •simple-.cornnrfands
      that move'lines or,columns in-text.
     . processing. In only a few moments
      a table'or chart can b'e completely: •
     •reformatted for";ap'pearance."
       .Additional calculations  can. be/;
      specified  to expand ;a table—to
      produce  a - "new ". column' in1
      generating statistics, for example,
      where you mightmultiply or divide
      across  rows; -or }to produce sub-r"
      totals and  totals-down  a: column.
      Similarly, groups ;of numbers from
      a table may be "easily extracted
      and. moved.  A.! partial  row  of

-------
                       LltC 18 SPACE 37 ACCUMHATOB 7
                                                         _-D	—D	0	
                                        WE W KOIC BY BUEDCSS IOCS
                                              (in MiLlm)
                         Emrjy Str.ice»    747.0
                                                                M7.0   3,2<»,7


                                                                210.4   1.S72.1
                                   {3,239.3   $2,818.3  S2,«3.1  $2,245.4
                    VT 13O3
    column  can also be  moved  and
    recalculated.
      The VT Math Package, operating
    with the wide page.feature, allows
    you to type and print documents up
    to 126 characters wide or up to
    252  printed  characters  on   the
    Widetrack™   printer—extremely
    useful for applications with many
    vertical  columns. In addition,  the
    full page feature allows you to  see
    how tables and charts—as well as
    text—appear on the full page,  and
    to move them for appearance. •


    Calculation verification
      Unlike many  systems,  the  VT
    Math Package  will verify results
    already,  "appearing  on the page
    before going on  to the next entry.
    By stopping  and  prompting   the
    operator to verify the data, the pro-
    gram guarantees that at  least a
    visual check has been made with
    each entry.


    You position
    the  results
       Unlike  many  systems  which
    automatically   position   results,
    RDS' VT Math Package allows  you
    great  flexibility.  Results  first  ap-
    pear in  the  message area of  the
    screen.  They can then be trans-"
                     ferred .anywhere on the page—a,
                     useful feature in emphasizing sub--
                     totals  or other significant inter-
                     mediate  results.
                      - This feature has  an additional
                     benefit,  in ithat subtotals can  be'
                     "easily "grouped  for"  additional
                     calculations.        n •


                     Numbers and text-
                     together
                      - The VT "rmath program,  unlike
                     many others, lets you  insert text
                     between  numbers  to  be  calcu-
                     lated. This feature allows the easy
                     inclusion of  product' or service
                     descriptions in invoices, for exam-
                     ple, or necessary textual informa-
                     tion  in  other  financial  forms.' It-
                     allows,  if desired, one-pass key:
                     boarding of  reports containing text
                     and numbers—you  don't have to
                     perform   the calculations, write
                     them down, then re-enter them, as
                     in a strictly  text processing  mode.


                     Menu  page
                     selections
                       From  the menu page you select.
                     the  options you  want for your
                     computations.  Menu  selections
                     include  the 'number  of decimal
                     places (up to 14), leading zero sup-
                     pression, and rounding.
Availability,  price,
delivery
   The VT Math  Package option is
available  for immediate  shipment
for  a  one-time -license  fee  of
$500.00 per customer. Additional
Math   Package  diskettes   are
$100.00 each.

Summary

   Many text processing users can
use the arithmetic  capabilities in
preparing documents  containing
statistical tables, financial reports,
invoices,  and inventory  lists.  To-
day's users are recognizing that in-
creased managerial prodictivity re-
quires easy access  to both, data
and   text  processing  functions.
New word processing product en-
hancements  and options  enable
users to continue increasing their
office  productivity  with  powerful
yet easy-to-use new VT tools.
                          ;RAYTHEON
                                          ' RAYTHEON. DATA SYSTEMS COMPANY
                                                     lexifcron
                                                     "
                                            A Division of Raytheon Company


       D Intelligent .TertniaalsD Distributed Processing Systems D Word Processing Sy stems D Net work Syst ems n Telecommunications Systems
Printed in U.S.A. 5/82
               141B BOSTON-PROVIDENCE TURNPIKE • NORWOOD, MASSACHUSETTS 02062

CaU Director, Field Marketing ot (800)343-6676 (toll iiee). Ixmd* Masuchiuettj call (617)762-6700 • TWX: 710-336-0646 * TELEX: 92-4406
                                                                                                    44-50013

-------
   RAYTHEON
RAYTHEON DATA SYSTEMS COMPANY

    A Division of .Raytheon Company
lexilron
 Word  Processing  Perspective
 "RAYTHEON DATA SYSTEMS
                                                         August 1981, No.3
RMS:                        ;
The  Powerful,  Easy-to-Use
Records Management System
 New Software
 Solves Old Records
 Keeping  Problem

   Raytheon Data Systems' (RDS)
 Records  Management   System
 combines powerful data process-
 Ing capabilities with  the ease of
 use/benefits associated with VT
 text processing systems.
   RMS  provides  managers  with
 the information resources needed
 to make intelligent decisions while
 relieving a major, administrative
 bgrden:  the implementation,  pro-
 cessing  and  maintenance of
 records  management systems.'"  ~


[RMS:
 powerful, flexible,    ."
 comprehensive and
 easy-to-use  -   .

   With  the introduction  of RMS,
 Raytheon Data Systems provides
 current  and future  users'-of VT
J202. and'.1303  text  processing
 systems, with a powerful ;manage-
 merit-tool  capable of "processing
 records  in  an efficient data  pro-
 cessing  manner
   Records,  labeling, defining  the
 dharacte'ristics of'a. record,.'deter,
 mining the number of fieldsijn each
 record, defining numeric formats;
 and specifying daja entry checks—
 these .tasks, once the specialized"
 province of the. DR programmer,
 are-now done easily, on a VT 1303
 text:processor. Once the RMS  pro-
 gram has been loaded into the VT
.system,  the user  is led by-menu
 selection or Interactive  prompts
 through  these onetime activities.
   RMS  software  allows  users
great flexibility in .the creation  and
definition: of files  and'records, in
[processing the data,-and in.format-
"ting reports—and,all  on_an"inter-
active,  'English-based/ system:
•which"leads the user through every*
 step. No programming knowledge,"'
 in the classical sense,-is needed.
          Yet -users can  easily-.specify
          sophisticated, processing  or  out-
          putting routines such as multi-level
          sorts  and  searches; automatic
          creation  of  auxiliary  files;
          automatic  batch  updating  of
          critical  .day-to-day  inventories;.
          four-function arithmetic; "and user-
          defined validation procedures.
             v.

           Dispelling the mystique:
           RMS uses the
           VT keyboard

             The mystjque surrounding data
          processing has  existed." largely .
          because- of the  special   codes,-"
          terminologies, -programmable.
          function keys, and job instruction
         " sequences pf-data processing pro-
          gramming, including many records
          information systems  on -text pro-
          cessing systems'
             RMS dispels this-mystique and
          uses  most of- the same keys for
          records processing functions as it
          does for text processing functions.
          Unlike other-records programs on--
          text processing systems which .rely
          :on a series of codes to create pro-
          grams, RMS tsrbased on keyboard-
          ing,,responses to English language
          prompts. What was once a DP task
          Ms now easily-handled on. an inter-
          active basis on a VT system.'


          512-character records

         ."  .-An important feature of-the.RMS .
          program is the capacity-to'suppo'r't
          records  of long length. RMS sup-
          -ports  records  of up to 5.12 char-
          acters,  which  is "extraordinarily
          Jong for word processing systems..-
          and meets nearly every conceiv- •
          ableTapplicatipn. -  ..    • _  * . _.' -
          -   This capacity provides thVoper-
          "atoriwith great flexibility in creating
          and5processing records.'It allows. ,
          voluminous .-information to.be in-.
          cluded.in each record. Inherently it'
          •allows, 'more  fields."per-*record,;
         ' whi'gh -allo'ws- .the .manager',•to."
          •develop a.greate'r amount of-more
          "specific4" information. ' Important
     information does'not have to be:
     condensed nor  omitted!  due  to
     short record'length' limitations. -   .

     Powerful software

       RMS'  powe'rful  software 'can
     sort up to-ten levels and select up
     to twelve. These powerful functions.
     are important wittvmultilevel, user-
     defined  tasks. Records '• such as.
     personnel  lists,  Customer-.-lists,;
     price/parts/stock listsr and-internal
     distribution lists .can  be "easily-
     created,  processed, and formatted.:
               *  - .  j       '   *
     One keystroke:!.  -    ;; i,s.
     multiple functions

     --To make these .multilevel tasks
    - even easier to perform, RMS soft-
     -ware allows the-"capture"  of a fre-
     quently usedrstfing of commands.
    . The risk  of operator-error in order-
     ing multilevel*tasks  is" -thereby
     eliminated. - -  ~ '

     Math capabilities

    :  "The RMS program performs four-
     function'arithmetic  allowing.
     varied, multilevel reports handling
    -cross-footing aVid""columnar
     calculations, -and;  subtotals^ and
    .tOtalS.     -   ' \  '- '  ;•*  5

     Translation tables       *
                    t    '-
    v  RMS  provides, ppwerful-'trans-
    . latibh-tables:=-up to.'l 9  tables,~with.
     up to 256 listing's- per table. .These
     tables- save  reco'rd" length .anoY
     speed data entry. -The translation"
     .tables .are created in a  manner
    "similar to the creation  of files, and-
    . records.    .',' ' ., •-  -'
       • RMS- has a verification  routine'
     .for these:tables: Upoh.entry of the
     code,, the RMS.system "retrieves
     the category .frdm^the. table and
    -flashes it on  the-screen for user
     verification:" A i" simple [-command'
     .displays-the appropriate table on a
    . part of the.screen.fA.lengthylable
    .cah^be scrolled vertically  until, ah
     appTopriate  listing^ is  found.- Ah
    , index  of "translation tables  "can be-
    " called if  needed.'.f-    \-  ~

-------
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_•:••' ' 880.38 -
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'-'"-." 812^00
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' 2,254.00
" ... -627.00 "
--.f : ^'6,,S2.7.00--'
 Shown here is part of a printout of a-typical RMS report thathas
 been updated .through-customer, invoices. RMS has'adiusted'both1-
 the inventory and the sales-quantity". It lias,calculated from thefunit
                                                      p_fice and-the sales quantity the-dollar-revenues'for each item, and
                                                      "subtotalled these, reveriues'by product category. Not. shown is-the.
                                                     - granb total.  "" "^  •  -'  .     "-•--"•.'-"•  ' • ' .'   •  --  -
 Edit tables  " :        - :
   RMS offers users a wide range
 of edit tables for'the validation of
.data" entry, such;as.range checking,"
 exact  match, .non-zero,  full-field,
 and. leading zero" suppression" In"
'addition,  user-defined -edit- tables
 may easily be created.

 Unique, record expansion
      .  permits the easy/mclusjoh
 of additional  fields, into'a, record:"
 Unlike 'many  systems, ".VT IRMS
 users can easily expand the num-.
 .ber of .fields" within a;reco'rd,.-arid
 thus" the record-^length.    *r • "^ f .-

 Easily defined •masks . .

- .  Another feature of the "RMS pro-
 gram Hs  the. -standard and -user-
 defined masks. '- Standard, rnas'ks-
 are  used  to  automatical lyrinse'rt
 slashes in a date, parentheses 'and
 clashes in a telephone number or-
 other common .us.es." User-defined
 masks- include: decimal p'oints'in
 fixed-field,  numbers,  (such as a
 grade  point 'average),' commas in"
 financial  data, or. slashes'- .in. part •
 numbers.                   :. ' ..-
   - Implementing -the masks js'again
- o.n -a'n; interactive  basis; .with- the
 system leading  the  operator  in
 choosing and placing the  char-.
'acter for the automatic insertion.

 •Easy updating

"   Constant record updating is time-
 consuming,  and error-prone without
 the powerful useKiefined functions
 that  RMS allows. Routines can be
 defined" to do many updating ta'sksr
.'automatically, again  under   the
                                    cqmmandlof a:single keystroke,  .r
                                    •   Routine'updating'oC'the files.is"
                                    also made" very .easy by the  RMS
                                   : software.^RMS is programmed .so
                                    "Jhat only the records,to-be changed
                                    ."pe'ed to be'called: A special screen
                                   . "display is used in updating so that
                                    the appropriate fields can be found'
                                    .quickly.'Once all the changes  have
                                    /been- made,';a" single command ink
                                   '/tiates an, unattended-batch update
                                    [mode, where a transaction file  is
                                    used"to update a  ma,ster file., /••

                                    The troublesome     \   '
                                    directory made easy

                                    i 7;"Giobal"  types of .updates can
                                    .also be .made  .with" RMS.. If,"for
                                    -example,  an.entirely new phone
                                    •"systenr is  iristaljed, an  operator
                                   " can specify-that,"as^each recorcl  is"
                                    updated, the cursor automatically
                                    finds  the!correct field.  Manually
                                    ,co'mpilihg' and- updating a  tele-"
                                    phone   directory   is   a  time-
                                    consuming task. With RMS "a"direc-
                                    tory can be  automatically pro'ducT
                                    -ed by. extracting'the appropriate
                                   /fields of data.  '
                                    _,--RMS'  unique and easy  re'cor'd
                                    ^expansion .feature- has  great
                                   ' .benefits, in   automatic  updating-
                                    tasks.-'Using addition of  mail sta-
                                    tions as an example, once the field
                                    .has been, added, the file may be
                                   " sorted witivthts as the key field in
                                    order to produce a list'of personnel
                                    /at each.mail station.

                                    Two levels of data  entry
                                     •'The  flexibility of  the RMS  pro-
                                    gram is demonstrated by  its ability
•to:rrun,.on a limited  basis,-"on a
 single'diskette VT 1202. While the
 powerful records processing capa-
 bilities, require the dual-diskette VT
 1303, all VT.1202 systems can.be
 used  as data entry devices. The
 RMS data-disk can-then be trans--
 ferred'to a  VT 1303-for the pro-
 cessing.         ;
   On' a  .second level,  the VT. -1303'
• may serve as a data entry device
 to Jhe   RayText  distributed  re-
 sources system. In.this instance,.
.an RMS file can be "output to the
- larger system disk, where it is eas-
 ily accessible to any other VT sys-~
 tern linked-in. the network.   •

Communications options
complement RMS

   A series of communications ca-
 pabilities  now  allow  RDS'  word
 processing systems to communi-
• cate-with, other VT systems and
 also  with a  broad "range of other
• communicating systems.  -
  "" With these communications op--
-tions, the impact of RMS  is not
limited to "internal-records needs.
-The user can-send RMS informa-
tion  .in   WP. format • directly to
.another  communicating system."
Summary

   The VT RMS program allows the
. easy definition of .the ;shape  and
the processing of that information
which affects'the strategic thinking
and decision making of managers.
RMS provides an entirely new level
of records management and much
easier-access to that information.
                                           RAYTHEON DATA SYSTEMS COMPANY
                                                                       Lexitron
                                         .^y. .A'.Diviston of Raylheon Company  " ."  oc


• ' .  ."  ~ DInteUigent Terminals H Distributed Processing SystemsDWord Processing Sy stems D Net work SystemsDTelecommunicatioiis Systems


'Printed ih U.S.JC5tQ2\- "Callbirecloi, FialdMukMing at (800)3434676 (toUiiee). Inaida Kuuchiiaelti call (617)762-6700 • TWX: 710-336-0646 • TELEX: 92-4408 •. •'
                                                                                                   .44-5M

-------
L&xitron
Dual  Tray Sheet Feeder

                                                   ill
                                                             mm*
   Lexitron's intelligent Dual Tray Sheet
   Feeder can save you time and money.
   The Dual Tray Sheet Feeder reduces
   paper handling. Paper feeds into the
   printer on command, all automatically.
 Two paper trays give you the flexibility
 of true unattended printout.
 The Dual Tray Sheet Feeder will increase
 the productivity of your, office.

-------
Lexitron Dual Tray Sheet Feeder

Lexitron's intelligent Dual Tray Sheet Feeder can save
you time and money by reducing paper handling in your
office. With this easy-to:install unit/ word processing
operators are freed from manually feeding single sheets
of paper  for each page of text to be printed. Paper
feeding is automatic. Two input trays allow use of mixed
stationery stocks. Each tray holds 250 sheets of paper
for extended periods of true unattended operation.
Features

•  Microprocessor controlled

•  Easy installation

*  Audible and visible alarms for Paper Jam and Out
   of Paper conditions

•  Three feeding modes: Automatic, Semi-Automatic,
   and Manual (for oversize sheets)
                                      )
*  Paper trays available in six popular sizes'. Two
   trays of your choice provided; additional trays may
   be ordered

•  Combined 500-sheet capacity
                            Specifications,
                            Dimensions
                            Height
                            Width
                            Depth
                            Weight

                            Tray Sizes
                            Vertical
                                                      Horizontal
8.0 in.  (20.3 cm)
15.5 in. (39.3 cm)
15.0 in. (35.3 cm)
15.0 Ib. (6.82kg)
8.5 x 11.0 in. (21.5x27.9 cm)
8.5 x 14.0 in. (21.5 x 35.5 cm)
11.Ox 8.5 in. (27.9x21.5 cm)
DIN A4
8.0 x 10.5 in. (20.3 x 26.6 cm)
8.5 x 13.0 in. (21.5 x 33.0 cm)*
11.Ox 8.5 in. (27.9x21.5 cm)

*Requires adapter
                            Paper Capacity and Weight
                            250 sheets per tray
                            16 to 24 Ib. cut stock (7.2 to 10.9 kg)
                            Switches and Sensors
                            Reset
                            Paper Tray Empty
                            Paper Alignment
Misfeed
Paper Feed Upper Tray
Paper Feed Lower Tray
                            Audible and Visible Alarms
                            Upper Tray Empty      Power Failure
                            Lower Tray Empty      Paper Misfeed
                                                      Environmental Requirements
                                                      Operating:
                                                        Temperature
                                                        Relative humidity
                                                      Storage:
                                                        Temperature
                                                        Relative humidity
                                                 40°to1050F(4°to400C)
                                                 40% to 80%, non-condensing

                                                 0°to1250F(0°to520C)
                                                 0% to 90%, non-condensing
                                                      Input Power
                                                      Operating power supplied by system printer
                                                                            +  5 Vdc ± 2%
                                                                            + 15Vdc ±5%
                                                                            -15 Vdc ±5%
                                                                    Specifications subject to change without notice.
 Lexitron
WHERE MODERN WP BEGAN. WHERE MODERN WP IS GOING.
 1B4O DeHavilland Drive
 Thousand Oaks,CA S1359

 Phone C8O5] 4S3-5911
                                                                                   A Raytheon Company
 ©1981, Lexitron Corporation
 Primed in U S A.
                                                                    996-50(058-01
                                                                   Stock No. 25516

-------

        ?'HW                                                             ' WideTrack

 WideTrack™
   If your organization is like most, you
 frequently need budget spread sheets,
 organizational charts, and other wide
 documents. The WideTrack Printer was
 designed especially for these applications,
   Depending on the VT hardware and
 software you select, this exceptionally
 versatile unit can print up to 316 characters in a
 single pass. Capable of accepting paper as
 wide as 28 inches (71.1 cm), it even allows you
 to load C size drafting faceplates without folding
 or creasing.
   Lexicon's WideTrack Printer accepts all
of the accessories, printwheels, and ribbons
offered for the Standard Printer. Also,  like the
Standard Printer, it can be shared by two or
more editors.
 TwinTrack™
 Imagine being able to print with two type styles
 and two ribbon colors in one pass!
 The TwinTrack Printer allows operators to use
 two different printwheels simultaneously.
 For example, place a normal type style on one
 printhead, italics on the second. The
 TwinTrack alternates between the normal and
 italic in one pass — automatically, using the
 English/English option. Depending on your
 applications, you can select either the Greek
 or English alternate character set, and
 preview the page on the VT display before
 printing it.
   The TwinTrack Printer accepts all the
 ribbons, printwheels, and accessories offered
 for the Standard Printer. And it is as wide as
 the WideTrack, making those oversized
jobs a breeze.
                                     ^

                                                                             TwinTrack

-------

-------
           K i  CO*
EPA WO$tf{JC|gpG EQUIPMENT CONTRACT
              " DATA SYSTEMS (LEXITRON)
             PRESENTATION
                      OSTS
-*  o    OVERVIEW OF CONTRACT
                  ** «*«•  ' iTVl Klf* ^ C
^D  dOK':'STANDARD CONFIGURATION INCLUDING COSTS

ING  £ROl  ORDERING PROCEDURES             ,  r.

    a1'   ACTION ITEMS                     ,>

 PLto-    MIDSD PLANS'    u

-------

-------
[P100]
                 STANDARD LEASE AGREEMENT

[P101]

     THE LESSEE AGREES TO PAY AS-RENT FOR SAID LEASED PREMISES,
THE TOTAL SUM OF $[1] DOLLARS IN [2J MONTHLY INSTALLMENTS OF
$[3] DOLLARS, EACH INSTALLMENT PAYABLE IN ADVANCE ON THE FIRST
DAY OF EACH AND EVERY CALENDAR MONTH DURING THE TERM HEREOF IN
UNITED STATES LAWFUL MONEY, AT THE OFFICE OF THE BUILDING OR
SUCH OTHER PLACE IN LOS ANGELES AS THE LESSOR MAY DESIGNATE, THE
FIRST AND FINAL MONTHLY INSTALLMENTS OF RENT BEING DUE AND PAYABLE
UPON THE ACCEPTANCE OF THIS LEASE-

[P102]

     THE LESSEE AGREES NOT TO MORTGAGE, ASSIGN OR SUBLET THIS
LEASE OR THE LEASED PREMISES OR ANY PART THEREOT. WITHOUT THE
WRITTEN CONSENT OF THE LESSOR, AND THE LESSEE FURTHER AGREES TO
PAY $[4] PER MONTH ADDITIONAL RENT FOR EACH SUB-TENANT SO PER-
MITTED-  ANY TRANSFER OR ASSIGNMENT OF THIS LEASE BY OPERATION
OF LAW WITHOUT THE WR-ITTEN CONSENT OF THE LESSOR SHALL MAKE THIS
LEASE VOIDABLE AT THE/OPTION OF THE LESSOR-

     AT LEAST [51 DAYS BEFORE THE TERMINATION 
-------
              THE GETTYSBURG ADDRESS
     FOURSCORE AND  SEVEN  YEARS  AGO,  OUR  FATHERS
BROUGHT FORTH  ON  THIS  CONTINENT  A  NEW  NATION,
CONCEIVED IN LIBERTY, AND DEDICATED  TO  THE PROPO-
SITION THAT  ALL  MEN  ARE  CREATED  EQUAL-   MOW  WE
ARE ENGAGED  IN A  GREAT  CIVIL  WAR,  TESTING WHETHER
THAT NATION,  OR  ANY  NATION  SO  CONCEIVED AND  SO
DEDICATED, CAN  LONG  ENDURE*    WE  ARE  MET  ON, A
GREAT BATTLEFIELD  OF  THAT WAR-   WE  HAVE  COME  TO
DEDICATE A PORTION OF  THAT FIELD AS  A FINAL RESTING-
PLACE FOR  THOSE   WHO  HERE GAVE  THEIR  LIVES  THAT
THAT NATION  MIGHT  LIVE-   IT  IS ALTOGETHER FITTING
AND PROPER THAT WE SHOULD  DO THIS-  BUT  IN.A LARGER
SENSE WE CANNOT DEDICATE, WE. CANNOT. CONSECRATE, WE
CANNOT HALLOW THIS  GROUND-  THE  BRAVE  MEN, LIVING
AND DEAD, WHO  STRUGGLED HERE,  HAVE CONSECRATED IT
FAR ABOVE OUR  POOR POWER  TO ADD  OR  DETRACT-   THE
WORLD WILL LITTLE NOTE, NOR LONG REMEMBER, WHAT WE
SAY HERE, BUT  IT CAN  NEVER  FORGET WHAT  THEY  DID
HERE- IT  I?  FOR  US,  THE  LW!NG,  RATHFR TO  BE
DEDICATED HERE TO  THE UNFINISHED  WORK  WHICH  THEY
WHO FOUGHT  HERE  HAVE  THUS FAR  SO  NOBLY ADVANCED-
IT IS  RATHER FOR US  TO  BE  HERE DEDICATED  TO  THE
GREAT TASK  REMAINING  BEFORE US,—THAT  FROM THESE
HONORED DEAD  WE  TAKE  INCREASED DEVOTION  TO  THAT
CAUSE FOR WHICH THEY GAVE THE LAST FULL MEASURE OF
DEVOTION,—THAT WE  HERE HIGHLY  RESOLVE  THAT THESE
DEAD SHALL NOT HAVE DIED IN VAIN"""THAT THIS NATION,
UNDER GOD, SHALL HAVE A NEW BIRTH  OF FREEDOM,—AND
THAT GOVERNMENT  OF  THE  PEOPLE,  BY  THE PEOPLE,  FOR
THE PEOPLE,  SHALL  NOT  PERISH  FROM  THE  EARTH-

-------
                     STANDARD LEASE AGREEMENT

     THE LESSEE AGREES TO PAY AS'RENT FOR SAID LEASED PREMISES,
THE TOTAL SUM OF $3600-00 DOLLARS IN 12 MONTHLY INSTALLMENTS OF
$300-00 DOLLARS, EACH INSTALLMENT PAYABLE IN ADVANCE ON THE FIRST
DAY OF EACH AND EVERY CALENDAR MONTH DURING THE TERM HEREOF IN
UNITED STATES LAWFUL MONEY, AT THE OFFICE OF THE BUILDING OR SUCH
OTHER PLACE IN LOS ANGELES AS THE LESSOR MAY DESIGNATE, THE FIRST
AND FINAL MONTHLY INSTALLMENTS OF RENT BEING DUE AND PAYABLE UPON
THE ACCEPTANCE OF THIS LEASE-

     THE LESSEE AGREES NOT TO MORTGAGE, ASSIGN OR SUBLET THIS
LEASE OR THE LEASED PREMISES OR ANY PART THEREOF WITHOUT THE
WRITTEN CONSENT OF THE LESSOR, AND THE LESSEE FURTHER AGREES TO
PAY $50-00 PER MONTH ADDITIONAL RENT FOR EACH SUB-TENANT SO
PERMITTED- ANY TRANSFER OR ASSIGNMENT OF>HIS LEASE BY OPERATION
OF LAW WITHOUT THE WRITTEN CONSENT OF THE LESSOR SHALL MAKE THIS
LEASE VOIDABLE AT THE OPTION OF THE LESSOR-

     AT LEAST 30 DAYS BEFORE THE TERMINATION OF THE LESSEE'S
TENANCY THE LESSEE SHALL GIVE TO THE LESSOR A WRITTEN NOTICE OF
THE DATE ON WHICH- THE LESSEE INTENDS TO SURRENDER THE PREMISES;
IF SUCH NOTICE IS NOT GIVEN, THE THE LESSEE SHALL BE LIABLE FOR  '
THE RENT OF ONE ADDITIONAL MONTH- IF THE LESSEE HOLDS POSSESSION
OF THE PREMISES AFTER THE TERM OF THIS LEASE SUCH LESSEE SHALL
BECOME A TENANT FROM MONTH TO MONTH AT THE RENT AND UPON TERMS
HEREIN SPECIFIED, AND SHALL CONTINUE TO BE SUCH TENANT UNTIL THE
TENANCY SHALL BE TERMINATED BY THE" LESSOR, OR UNTIL THE LESSEE
SHALL HAVE GIVEN TO THE LESSOR A WRITTEN NOTICE OF AT LEASE ONE
ONE MONTH OF INTENTION TO TERMINATE THE TENANCY; BUT NOTHING_IN
THIS PARAGRAPH SHALL BE CONSTRUED AS A CONSENT BY THE LESSOR TO
THE OCCUPANCY OR POSSESSION OF SAID PREMISES BY THE LESSEE AFTER
THE TERM HEREOF-

     IF LESSOR, FOR ANY REASON, CANNOT DELIVER POSSESSION OF SAID
PREMISES TO LESSEE AT THE COMMENCEMENT OF SAID TERM, THIS LEASE
SHALL NOT BE VOID OR VOIDABLE, NOR SHALL LESSOR BE LIABLE TO
LESSEE FOR ANY LOSS OR DAMAGE RESULTING THEREFROM; BUT THERE
SHALL BE A PROPORTIONATE DEDUCTION OF RENT COVERING THE PERIOD
BETWEEN THE COMMENCEMENT OF SAID TERM AND THE TIME WHEN LESSOR
CAN DELIVER POSSESSION-

     ALL NOTICES to BE GIVEN TO LESSEE SHALL BE GIVEN IN WRITING
PERSONALLY OR BY DEPOSITING THE SAME IN THE UNITED STATES MAIL,
POSTAGE PREPAID, AND ADDRESSED TO LESSEE AT SAID PREMISES, WHETHER
OR NOT LESSEE HAS DEPARTED FROM, ABANDONED OR VACATED THE PREMISES-
ALL NOTICES TO BE GIVEN TO LESSOR SHALL BE GIVEN IN WRITING
PERSONALLY OR BY DEPOSITING THE SAME IN THE UNITED STATES MAIL,
POSTAGE PREPAID, AND ADDRESSED TO THE LESSOR AT THE PLACE DESIGNATED
BY LESSOR FOR THE PAYMENT' OF RENT, OR AT SUCH OTHER PLACE OR
PLACES AS MAY BE DESIGNATED FROM TIME TO TIME BY LESSOR-  No LESS
THAN 30 DAYS TERMINATION NOTICE WILL BE ACCEPTED-

                              PAGE 1

-------
[TITLE]
                      SMITH'S LEASE AGREEMENT
1162]
                              PAGE [Nl]
L8]
P100]
P1011
1]
2
3:
ii
5}
3600.00
12
300.00
50.00
30
R102J
I]
     IF LESSOR, FOR ANY REASON, CANNOT DELIVER POSSESSION OF SAID
PREMISES TO LESSEE AT THE COMMENCEMENT OF SAID TERM, THIS LEASE
SHALL NOT BE VOID OR VOIDABLE, NOR SHALL LESSOR BE LIABLE TO LESSEE
FOR ANY LOSS OR DAMAGE RESULTING THEREFROM,' BUT THERE SHALL BE A
PROPORTIONATE DEDUCTION OF RENT COVERING THE PERIOD BETWEEN THE
COMMENCEMENT OF SAID TERM AND THE TIME WHEN LESSOR CAN DELIVER
POSSESSION.
[R1031
[END]        .-•--

-------
[A]  KANSAS CiTY;AL;l
                    . u
GEORGE BRETT "GEORGE'
5389 ROYAL HIGHWAY
KANSAS CITY, MO  11111

GEORGE; GLEN HELLMAN

[A]  CAL!FORNIA;AL;1;3000;500;60;7

REGGIE JACKSON "REGGIE"
5385 ANGEL AVENUE
ANAHEIM, CA  66666

REGGIE; GEORGE KOZAR

[A]  Los ANGELES;NL;2;3000;400;60;7
                   .11
STEVE GARVEY "STEVE'
3214 DODGER WAY
Los ANGELES, CA  33333

STEVE; FRED STORM

[A]  PiTTSBURG;NL;l;3QQO;400;50;7

DAVE PARKER "DAVE"
5576 PIRATE COVE
PlTTSBURG, PA
DAVE; GEORGE KOZAR

[A]  PHiLADELPHiA;NL;2j3000;200;50;8

MIKE SCHMIDT "MIKE"
6641 PHILLIE-STREET
PHILADELPHIA, PA  55555

MIKE; GEORGE KOZAR

[A]  NEW YoRK;AL;2;*;3000;100;50;7

BUCKY DENT "BUCKY"
4324 YANKEE COURT
NEW YORK, NY  22222

BUCKY; GLEN HELLMAN

[A]  CALIFORNIA;AL;1;3000;500;70;7

ROD CAREW "Roo"
5387 ANGEL AVENUE
ANAHEIM, CA  66666

ROD; FRED STORM        *.

[A]  BosTON;AL;2;2000;400;60;7

JIM RICE "JIM"
5728 RED Sox STREET
BOSTON, MA  77777

JIM; GLEN HELLMAN

-------
                                [DATE]
[ADR]                                  \       -

DEAR [NAME]:

     LEXITRON WAS FIRST WITH WORD PROCESSING CRT's SYSTEMS IN
THE WORLD AND REMA1NS >IRST WITH THE INTRODUCTION OF THE
MODEL VT 1303; WITH DUAL DISKETTE DRIVE, AND SOFT SECTORED
LARGE CAPACITY DISKETTE STORAGE AS STANDARD FEATURES. IT
BECOMES THE MOST TECHNICALLY ADVANCED TEXT PROCESSOR ON THE
MARKET TODAY WITHOUT SACRIFICING THE OPERATIONAL SIMPLICITY
OF EARLIER MODELS-

     THANK YOU, [1], FOR INQUIRING ABOUT OUR COMPANY.  IF I
CAN BE OF ANY ASSISTANCE IN THE SELECTION OF ONE OF OUR
PRODUCTS PLEASE CALL ME AT 522-6550.
                                SINCERELY,

                                LEXITRON CORPORATION
                                [23
                                AREA MANAGER
SS/RMB

-------
OPERATOR
INSTALL    LEASE/
 DATE     PURCHASE
^M." 	
#2281
#8890
#7653
#8849
#2718
#8291
#9022
#2415
#7272
#1122
#5262
#3272
#9288
#1109
921
1202
1202
942
1202.
921
1303
942
1202
1303
1202
921
1202
1303
1 R437
1 R738
1 R182
2 R884
1 :".- R239
•*'2-" -' • ••'•• R323
1 R254
2 R128
1 R393
1 R489
2 R381
2 R742
1 R237
2 R330
".N. RYAN
F- HOWARD
J. MORGAN
J. PALMER
J. BENCH
- :J. THEISMAN
J. UNITAS
D. PEARSON'
D. PASTORINI
V. FERRAGAMO
J. NAMATH
M. MOSELEY
6- BRETT
P. ROSE
3/28/79
3/28/79
1/28/79
2/28/79
3/28/79
4/28/79
2/28/79
2/28/79
2/28/79
1/28/79
4/28/79
3/28/79
2/28/79
1/28/79
LEASE
PURCHASE
PURCHASE
LEASE
LEASE
PURCHASE
LEASE
PURCHASE
LEASE
PURCHASE
PURCHASE
PURCHASE
LEASE
PURCHASE

-------
                               AUGUST. 20, 1982
GEORGE BRETT
5389 ROYAL HIGHWAY
KANSAS CITY, MO  11111                 \   •

DEAR GEORGE:

     LEXITRON WAS FIRST WITH WORD PROCESSING CRT's SYSTEMS IN THE
WORLD AND REMAINS FIRST WITH THE INTRODUCTION OF THE MODEL VT 1303:
WITH DUAL DISKETTE DRIVE, AND SOFT SECTURED LARGE CAPACITY DISKETTE
STORAGE AS STANDARD FEATURES- IT BECOMES THE MOST TECHNICALLY
ADVANCED TEXT PROCESSOR ON THE MARKET TODAY WITHOUT SACRIFICING THE
OPERATIONAL SIMPLICITY OF EARLIER MODELS-

     THANK YOU, GEORGE, FOR INQUIRING ABOUT OUR COMPANY.  IF I c/
OF ANY ASSISTANCE IN THE SELECTION OF ONE OF OUR PRODUCTS PLEASE
CALL ME AT 522-6550.
                               SINCERELY,

                               LEXITRON CORPORATION
                               GLEN HELLMAN
                               AREA MANAGER
SS/RMB

-------
                                          FIVE-YEAR BUDGET SUMMARY
             1975               1976               1977             1978                1979             TOTAL
209
499
121
208
593
552
772
842
526
977
$ 296,089
- 270,707
'1,214,892
300,849
61,759
325,634
121,082
0
52,784
0
$ 477,000
314,000
1,519,000
383,000
75,000
300,000
120,000
134,000
50,000
0
$ 567,000
465,000
1,789,000
455,000
100,000
200,000
100,000
80,000
: 50,000
•' 15.000
$ 567,000
475,000
. 1,987,000
555,000
100,000
200,000
100,000
85,000
50,000
30.000
$ 689,000
587,000
2,987,000
678,000
234,000
200,000
160,000
90,000
65,000
56,000
2,596,089
2,111,707
9,496,892
2,371,849
570,759
1,225,634
601,082
389,000
267,784
10LOOO
          2,643,796          3,372,000          3,821,000     '   4,149,000   -      5,746,000       $19,731,796
MATH PACKA6E CAPABILITIES:
1)  ADD, SUBTRACT, MULTIPLY AND DIVIDE COLUMNS  AND ROWS
2)  CALCULATE PERCENTAGES
3)  STORE AND ACCUMULATE NUMBERS

-------
    ADDITIONAL TERMS AND CONDITIONS OF AGREEMENT BETWEEN

                           FIRMA
   	HEREINAFTER REFERRED TO AS FRED ASTAIRE	•
                            AND

            THE INTER-AMERICAN DEVELOPMENT BANK,
               AN INTERNATIONAL ORGANIZATION
                          10/30/50
ARTICLE 1 :  RELATIONSHIP OF THE PARTIES   •   '.

NOTHING CONTAINED IN THE ENTIRE ? BETWEEN FRED ASTAIRE
AND THE BANK SHALL BE CONSTRUED AS THE ESTABLISHMENT OR CRE-
ATION OF A RELATIONSHIP OF MASTER AND SERVANT OR PRINCIPAL AND
AGENT BETWEEN FRED-ASTAIRE AND THE BANK, IT BEING AGREED THAT
THE POSITION OF FRED ASTAIRE AND OF ANYONE ELSE PERFORMING ANY
SERVICES UNDER .SAID ? IS THAT OF AN INDEPENDENT CONTRACTOR-

ARTICLE 2 V TAXES'""       ••

THE BANK is EXEMPT FROM PAYMENT OF ALL SALES AND EXCISE TAXES
AND SHALL PROVIDE FRED ASTAIRE WITH TAX EXEMPTION CERTIFICATES
AS MAY BE REQUIRED FROM TIME TO TIME-  FRED ASTAIRE SHALL
CONSULT WITH THE BANK BEFORE PAYMENT OF ANY SALES AND EXCISE
TAXES DEMANDED BY ANY AUTHORITY AND INCURRED IN THE PERFORMANCE
OF SERVICES INCIDENT TO THE ENTIRE ? BETWEEN FRED ASTAIRE
AND THE BANK-  FRED ASTAIRE SHALL INFORM THE BANK~TF"*ANY TAXING
AUTHORITY REFUSES TO RECOGNIZE THE BANK'S PROOF OF ITS IMMUNITY
FROM TAXATION AND FRED ASTAIRE SHALL TAKE SUCH STEPS AS ARE
NECESSARY FOR PAYMENT OF THE TAXES UNDER PROTEST-

ARTICLE 3 : CONFIDENTIAL INFORMATION

FRED ASTAIRE AND ITS AGENTS ARE AWARE THAT IN DISCHARGING
THEIR OBLIGATIONS PURSUANT TO SAID BANK, THEY MAY HAVE
ACCESS TO PRIVILEGED AND CONFIDENTIAL INFORMATION OF THE BANK,
A PUBLIC INTERNATIONAL ORGANIZATION-  UNDER NO CIRCUMSTANCES
SHALL FRED ASTAIRE, OR  ITS AGENTS DISCLOSE TO ANY PERSON OR
ORGANIZATION, IN ANY MANNER OR FORM, NOW OR AFTER THE EXPIRA-
TION OF THE ?, SUCH INFORMATION OR ANY PART THEREOF-

-------
                               HIERARCHY OF DATA


                            . FILES - (PERSONNEL)

                           RECORDS - (EVERY PERSON)

                            FIELDS - (DESCRIPTIONS OF EVERY PERSON)

                        CHARACTERS - (512 LIMIT)
                                                                   +

FILE;          CONSISTS OF ONE OR MORE RECORDS

               WITHIN ONE FILE, ALL RECORDS ARE THE SAME LENGTH

RECORD:        A COLLECTION OF ALL THE INDIVIDUAL* ITEMS OF INFORMATION ABOUT
               EACH DISTINCT GROUPING (SET) 'OF INFORMATION IN THE FILE

                    * AN INDIVIDUAL CUSTOMER IN A CUSTOMER FILE
                    * A PART IN AN INVENTORY FILE
                    * AN EMPLOYEE IN A PERSONNEL FILE
                                                                         i

               — 16', 32, 128, 256, 512 BYTES IN LENGTH                   :

               — COMPOSED OF SPECIFIC ITEMS OF INFORMATION CALLED FIELDS

               —EACH RECORD CONTAINS THE SAME FIELDS OF INFORMATION


FIELD:         SPECIFIC ITEM OF INFORMATION

               SPECIFIED NUMBER OF CHARACTERS OF A SPECIFIED DATA TYPE

                    * ALPHANUMERIC (ALPHA AND/OR NUMERIC) 80 CHARACTERS MAX.

                    * NUMERIC ONLY - 11 CHARACTERS MAX.

                    * SIGNED NUMERIC (+ OR - VALUES) 11 CHARACTERS MAX.

                    * AUTO SEQUENCE (THE SEQUENCE IN WHICH THE RECORD IS INPUT
                                     IN THE SYSTEM)

                    * UNUSED

-------
                                  PRECISION MANUFACTURING
                              SPECIAL PROJECTS  INVOICE  SUMMARY
ACCOUNT # 95-3824
DATE
4/2/79
EXPENSES
 5/5/79
 EXPENSES
 5/10/79

 6/4/79
NAME
VHV^MW^**
CRANE
KROLL
CRUM
SMITH
RODMAN
FULLER
HANNAH
LAND
LUCAS
OSTER

CRANE
CRUM
SMITH
RODMAN
LAND
LUCAS
LAND (CREDIT
CRUM
SMITH
RODMAN
FULLER
LUCAS
RATE
$ 125
125
39
30
24
56
80
150
70
75
.
125
39
30
24
150
70
FOR TIME ON 5/5/79
39
30
24
66
70
HOURS
5-50
.50
45-00
91.00
128-00
18.50
.50
.75
.30
.40

12-00
18-00
112.00
77.50
.50
5.10
INVOICE)
45.00
50.00
128.00
18-50
9-50
DOLLARS
$ 687.50
62.50
1,755-00
2,730.00
3,072-00
1,221.00
40-00
112.50
- 21.00 * ,
- 30.00
$9,731.50
1,500-00
702-00
3,360.00
1,860.00
75-00
357.00
7,854.00
1,755.00
1,500-00
3,072.00
1,221.00
665.00
                                                        8,213.00
TOTAL     CHECK #
           29144
 357CR     30423
                                                                                  31566
                                                                    $25,441.50

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SYSTEM DATE;  8/19/82      USER FILE "PERS    " TRACK LABEL PRINT LOG     PAGE

VOL: FILES2  OWN: RECORDS2         TS8: 35/18/256  CREATION DATE:  4/13/82

  FLD-I  FIELD-NAME.   TYPE   TT-#    LGTH  MASK   EDIT   LCTN

KEY   1   LAST NAME      A             20   '                  1
      2   FIRST NAME     A             10                    21
      3   MIDDLE INIT    A              1                    31
      4   STREET         A             25                    3"2
      5   CITY           A             20                    57
      6   STATE          A              2                    77
      7   ZIP CODE       N              5.0    6     til      79
      8   HOME PHONE     N             10.0'    4     N2      82
      9   EMERG NAME     A             20                    87
     10   EMERG PHONE    N             10.0    4     NZ     107
     11   EMP. NO.       N              4.0    1     NZ     112
     12   PHONE EXT.     N              3.0    1            114
     13   DEPT.          A       5     20          " -       11B
     14   FUNCTION       A       6     25                   117
     15   SALARY         S              6.0    0            118
     16   VACATION       S              2.0    1     30     122
     17   GENDER         A   -'.    .      1            33     124
     18   RACE           A      21     12                   125
     19   HIRE DATE      N             .6.0    2     DM     1?6

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                           MASKS (DATA COMPRESSIONS)
USED FOR NUMERIC FIELDS:  16 MAXIMUM
0-6 MASKS COME WITH RMS
            999,999,999.99
                     11.99
2
3
4
5
6
12/31/80
1/01/80
2-002
li-i.ii
: 703-522-6550
225-80-5455
22003
000023456
01011
NUMERIC, EXTENDED WITH COMMAS
LEADING ZEROS SUPPRESSED,
DECIMAL POINT AS REQUIRED

NUMERIC, NO COMMAS, ZERO
SUPPRESSED, DECIMAL.POINT
AS REQUIRED

DATES OF MM/DD/YY
                                       DATES CF YY-DDD  (JULIAN DATE)


                                       TELEPHONE NUMBERS

                                       SOCIAL SECURITY  NUMBERS

                                       ZIP CODES, ETC.
                                       NUMERIC, NO COMMA OR DECIMAL
                                       POINT, NO ZERO SUPPRESSED
   7-15 AVAILABLE TO CREATE YOUR OWN CUSTOMIZED MASKS

-------
                      EDIT CODES - CHECKING SYSTEM CONTROL
EDIT CODES ARE USED TO INSURE THAT VALID-INFORMATION  IS BEING  INPUT WHEN DATA
RECORDS ARE BEING ENTERED INTO THE FILE,

11 STANDARD EDIT CODES ARE PROVIDED FOR VERIFICATION  OF FIELD  ENTRIES:
     0           NO EDITING REQUIRED

     NB          FIELD MUST BE NON-BLANK

     AO          FIELD MUST CONSIST OF ALPHA CHARACTERS ONLY

     DO          DATE EDIT (DDMMYY)

     DM          DATE EDIT (MMDDYY)

     DY          DATE EDIT.(YYMMDD)

     FF          FULL FIELD (ALL CHARACTER POSITIONS USED)

     JD    .  .  .  JULIAN DATE EDIT (Y.YDD)

     NO          FIELD MUST CONSIST .OF NUMERIC CHARACTERS ONLY

     NZ          FIELD MUST BE NON-ZERO

     YN          YES OR NO ENTRIES ONLY

     #1          EDif'fABLE REFERENCE NUMBER--(10-99)
                 (WHEN FIELD CONTENT MUST BE VERIFIED IN USER DEFINED
                  TABLE/RANGE)

-------
                               TRANSLATION TABLES
USED TO EFFICIENTLY  STORE REPETITIOUS  INFORMATION ASSOCIATED WITH  A  USER
DATA FILE.

NUMBERS ARE STORED INSTEAD OF THE ACTUAL TYPED TITLE OR  NAME.

RMS IS NOT  INSTALLED WITH ANY PRE-EXISTING TRANSLATION TABLES—THEY  ARE
USER DEFINED.
 EXAMPLE:

                          AMERICAN  LEAGUE  BASEBALL  TEAMS  -

                             01   BALTIMORE ORIOLES
                             02   BOSTON RED SOX
                             03   CALIFORNIA ANGELS
                        • : .  04   CHICAGO  WHITE SOX
                             05-  CLEVELAND INDIANS
                             C6   DETROIT  TIGERS
                             07   KANSAS CITY ROYALS
"                 '           '08 ''" MILWAUKEE BREWERS
                             09   MINNESOTA TWINS
                             10   NEW YORK YANKEES
                             11   OAKLAND  A'S
                             12   SEATTLE  MARINERS
                             13   TEXAS RANGERS
        '•                     14   TORONTO  BLUE JAYS
 TRANSLATION TABLES STORE NUMBERS.   NUMBERS TAKE UP LESS STORAGE SPACE,
 TWO (2)  NUMBERS TAKE UP  ONE BYTE OF STORAGE SPACE.

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AS QFS;  8/19/82


         NAME
  ..HIRE
   DATE
   .0/80 ANTHONY, SUSAN B.
 2/14/80 BQGART, HUMPHREY 0.
 2/25/80 DE BERGERAC, CYRANO
 2/04/80 DICKENS, CHARLES L.
 2/03/80 MILLIKEN, ROBERT L.
 2/28/80 PAIGE, SATCHELL P.
 2/18/80 PERKINS, MARLON E.
 2/09/80 PETTY, RICHARD R.
 2/12/80 WALSH, JOE S.

         DEPT. TOTAL
 2/27/80 ANDERSON, LONI A.
 2/14/80 GRETSKY, WAYNE B.
 2/16/80 HEPBURN, KATHARINE H.
 2/22/80 JACQBSEN, BABY DOLL J,
 2/22/80 LIEBERMAN, NANCY A.
 2/23/80 NELSON, OZZIE E.
 2/12/80 RAMJET, ROGER A.
 2/29/80 ROOSEVELT, ELEANOR N.
 2/21/80 SELLECK, THOMAS R.
  '15/80 THATCHER, MARGARET J.
    .6/80 WALKER, HERSCHEL T.

         DEPT. TOTAL
 2/14/80 BENNETT, TONY I.
 2/15/80 BUNKER, ARCHIE W.

         DEPT. TOTAL
 2/11/80 PERLMAN, ITZHAK N.
 2/03/80 SHAKESPEARE, WILLIAM H,
 2/07/80 WALTERS, BARBARA M.

         DEPT. TOTAL
 2/23/80 KEATON, DIANE T.
 2/01/80 THRONEBERRY, MARV P.
 2/16/80 TUBMAN, HARRIETT L.

         DEPT. TOTAL
    14/80 BROCATO,  ROXANE M.
.    14/80 BROWNING, ELIZABETH B.
  «./28/80 CRANE,  BOB A.
  2/14/80 FISHER, CARRIE S.
  2/23/80 GHANDI, INDIRA W.
  2/02/80 JEFFERSON, GEORGE  W.
                                        BENEFITS   ELIGIBILITY
DEPARTMENT
                                                ACCOUNTING
                                                ACCOUNTING
                                                ACCOUNTING
                                                ACCOUNTING
                                                ACCOUNTING
                                                ACCOUNTING
                                                ACCOUNTING
                                                ACCOUNTING
                                                ACCOUNTING
                                      PAGE:    1
                                                ADMINISTRATION
                                                ADMINISTRATION.
                                                ADMINISTRATION
                                                ADMINISTRATION
                                                ADMINISTRATION
                                                ADMINISTRATION
                                                ADMINISTRATION
                                                ADMINISTRATION
                                                ADMINISTRATION
                                                ADMINISTRATION
                                                ADMINISTRATION
                                                ENGINEERING
                                                ENGINEERING
                                                FIELD  ENGINEERING
                                                FIELD  ENGINEERING
                                                FIELD  ENGINEERING
                                                MANUFACTURING
                                                MANUFACTURING
                                                MANUFACTURING
                                               MARKETING
                                               MARKETING
                                               MARKETING
                                               MARKETING
                                               MARKETING
                                               MARKETING

SALARY
56,500
15,000
46,500
50,000
33,400
29,600
150,000
53,000
34,000

25,000
89,000
90,000
38,000
75,000
150,000
32,000
37,000
48,950
100,000
26,700

45,781
42,351

24,000
19,000
30,500

888,888
18,000
40,000

550,000
450,000
28,500
25,000
45,900
36,000
INSURANCE
VALUE
141,250.00
37,500.00
116,250.00
125,000.00
83,500.00
74,000.00
375,000.00
132,500.00
85,000.00
1,170,000.00
62,500.00
222,500.00
225,000.00
95,000.00
187,500.00
375,000.00
80,000.00
92,500.00
122,375.00
250,000.00
66,750.00
1,779,125.00
114,452.50
105,877.50
220,330.00
60,000.00
47,500.00
76,250.00
183,750.00
2,222,220.00
45,000.00
100,000.00
2,367,220.00
1,375,000.00
1,125, 000. OC
71.250.0C
62.500.0C
114, 750. OC'
90, 000. Of

-------
AS OF:  8/19/82
EMPLOYEE TELEPHONE LIST
PAGE:
NAME

ALBERTSON, JACK E.
ANDERSON, LONI A.
ANTHONY, SUSAN B.
ANTHONY, EARL E.
ANTONY, MARK P.
BALBOA, ROCKY R.
BEETHOVEN, LUDWIG V.
BENNETT, TONY I.
BOGART, HUMPHREY 0.
BOMBECK, ERMA D.
BROCATO, ROXANE M.
BROWNING, ELIZABETH B.
BUNKER, ARCHIE W.
CAMPBELL, ARCH D.
CLEAVER, BEAVER J.
CONNORS, JIMMY W.   •
CRANE, BOB A.
CROCKER, BETTY M.
CRONKITE, WALTER N.
CURIE, MARIE E.
DARE, VIRGINIA B.   •
OE  BERGERAC, CYRANO L.
DICKENS, CHARLES L.
DONOHUE, TROY W.
EARHARDT, AMELIA J.
EARP, WYATT L.
EVANS, DALE C.
FIELD, SALLY C.
FISHER, CARRIE S.
FONZARELLI, ARTHUR E.
GHANDI, INDIRA W.
GILDER, BOB T.
GRETSKY, WAYNE B.
HARRIS, RICHARD B.
HEPBURN, KATHARINE W.
HUNT, WALTER E.
JABBAR, KAREEM A.
JACOBSEN, BABY DOLL J.
JAGGER, MICK A.
JEFFERSON, GEORGE W.
KAPLAN, GABRIEL R.
KEATON, DIANE T.
LASORDA, TOM F.
LEE,  ERIN M.
LIEBERMAN, NANCY A.
MEAD, MARGARET R.
MILLIKEN, ROBERT L.
MOORE,  SHARON A.
MORE, THOMAS A.
MORTON,  CHET W.
MOSELEY, MARK N.
NAVRATILOVA, MARTINA B,
NELSON,  OZZIE E.
NEWTON  JOHN, OLIVIA A.
O'HARA,  SCARLETT E.
            DEPARTMENT

            PLANNING
            ADMINISTRATION
            ACCOUNTING
            PLANNING
            RESEARCH & DEVELOP.
            PERSONNEL
            PERSONNEL
            ENGINEERING
            ACCOUNTING
            PERSONNEL
            MARKETING
            MARKETING
            ENGINEERING
            MGMT. INFO. SYSTEMS-
            PLANNING  '
            MARKETING
            MARKETING
            ADMINISTRATION
            MARKETING
            MARKETING
            MGMT. INFO. SYSTEMS
            ACCOUNTING
            ACCOUNTING
            MANUFACTURING
            ACCOUNTING
            PERSONNEL
            MGMT. INFO. SYSTEMS
            RESEARCH & DEVELOP.
            MARKETING
            MGMT. INFO. SYSTEMS
            MARKETING
            RESEARCH & DEVELOP.
            ADMINISTRATION
            ACCOUNTING
            ADMINISTRATION
            PLANNING
            ADMINISTRATION
            ADMINISTRATION
            MGMT. INFO. SYSTEMS
            MARKETING
            PERSONNEL
            MANUFACTURING
            ACCOUNTING
            MARKETING
            ADMINISTRATION
            PERSONNEL
            'ACCOUNTING
            MGMT. INFO. SYSTEMS
            MGMT. INFO. SYSTEMS
            MARKETING
            PLANNING
            MGMT. INFO. SYSTEMS
            ADMINISTRATION
            MARKETING
            FIELD ENGINEERING
      TEL.
      EXT.

      232
      276
      432
      567
      847
      342
      229
      797
      702
      118
      236
      564
      341
      344
      113
      782
      833
      123
      639
      977
      901
      293
      573
      328
      818
      342
      237
      234
      239
      678
      789
      610
      670
      523
      793
      232
      927
      110
      207
      308
      346
      363
      324
      670
      234
      490
      122
      222
      311
      847
      664
      212
      234
      625

-------
                              .  SORTING CRITERIA


RE-SEQUENCING RECORDS IN A USER DATA FILE

                 *  RE-SEQUENCE OF" SPECIFIC RECORDS (SELECT CRITERIA)

                 *  RE-SEQUENCE OF ALL RECORDS

                 *  CREATION OF AN OUTPUT FILE CONTAINING ALL RE-SEQUENCED
                    RECORDS OR NO NEW FILE CREATED

                 *  NO AFFECT ON THE MASTER FILE



10 LEVELS OF SORT (SIMULTANEOUS)

     ASCENDING {A-Z; 1-100) OR DESCENDING (Z-A; 100-1)


EXAMPLE:
     TWO LEVELS OF SORT

     ASCENDING:    DEPARTMENT
     DESCENDING:   SALARY

     WITHIN EACH DEPARTMENT, LIST ALL EMPLOYEES FROM THE HIGHEST
     SALARY TO THE LOWEST

-------