Summary for Federal Contracting Basics (CON 110: Mission Support Planning) Module Number and Name Topics Overview (Course Objectives) Learning Objectives Copyright 0309 Instructional Assessments Describe the federal acquisition system List and explain key policies and procedures in the federal acquisition system Describe laws and regulations governing federal contracting Explain how to use the Federal Acquisition Regulation (FAR) Explain the standards of conduct that apply to federal contracting 1. The Federal Marketplace Discussion topic: Federal vs. Commercial Contracting Market size Trends in procurement Sources of information on federal contracting Identify the differences between federal and commercial contracting Describe the federal marketplace Summarize federal procurement trends Lecture/seminar Class discussion 2. The Legal Framework of Federal Contracting Elements of a contract Government responsibility for the acquisition process Sources of federal contract law Basic statutes of the Federal Acquisition System Identify the elements of a contract and how they apply in federal contracting Explain the roles of the legislative, executive, and judicial branches of government in the procurement process Identify the principal sources of federal contracting law Identify the basic statutes that control the fundamentals of federal contracting Lecture/seminar Class discussion Exercise: Elements of a Contract 3. Introduction to the FAR Role of the acquisition team Sources, guiding principles, maintenance, and organization of the FAR Agency supplements to the FAR Deviations Describe the Federal Acquisition Regulation System Describe the FAR—its sources, maintenance, supplements, and use Define “deviation” and explain its significance to the acquisition process Lecture/seminar Class discussion Exercise: FAR Research Reading assignment © ESI document1 1 Summary for Federal Contracting Basics (CON 110: Mission Support Planning) Module Number and Name Topics Learning Objectives Copyright 0309 Instructional Assessments 4. Roles and Responsibilities in Federal Contracting Federal agency roles and responsibilities Government contracting officer (CO) duties Standards of conduct for the government and for contractors Fraud Steps to ethical decision making Describe the roles and responsibilities of Contracting Officers (COs) (authority/business advisor), other contracting personnel, program managers, contracting officer technical representatives (COTRs), and other interested parties Describe how authority is delegated Identify standards of conduct that apply to the acquisition process Identify prohibited activities and related penalties Lecture/seminar Class discussion 5. The Acquisition Process Phases of the acquisition process: acquisition planning (pre-award), contract formation (solicitation and award) and contract administration (post-award) Goals of the acquisition process Identify the three main phases and functions of the acquisition process Define significant terms associated with the federal acquisition process Describe how a contract is formed and administered Explain the goals of the federal acquisition process Describe the relationship between acquisition goals and functions Lecture/seminar Class discussion Exercise: Goals of the Acquisition Process 6. Determination of Need Needs recognition Forecasting requirements Relationship of acquisition planning to the goals of the acquisition process Elements of an acquisition plan Elements of a purchase request Funding Market research Commercial items Describe the benefits and process of forecasting requirements and acquisition planning Describe the contracting activity’s customer base and related mission(s) including potential requirements for supplies and services List sample elements of an acquisition plan Describe the purpose of a purchase request (PR) and its typical elements Explain how funds are committed for obligation and the CO’s role in that process Describe the impact of the Anti-Deficiency Act Define “market research” and identify the regulatory requirements for conducting such research Lecture/seminar Class discussion © ESI document1 2 Summary for Federal Contracting Basics (CON 110: Mission Support Planning) Module Number and Name Topics 7. Requirements Analysis 8. Extent of Open Market Competition Competition requirements and the concept of full and open competition (FAOC) Competition in Contracting Act (CICA) Set-asides Small Business Administration and the 8(a) program 9. Simplified Acquisition Procedures Procurement methods Simplified acquisition procedures Procurement milestones © ESI Specifications Statements of work Service contracting Required sources for supplies and services Economy Act document1 Learning Objectives Copyright 0309 Instructional Assessments Define and describe specifications and their impact on the acquisition process Describe statement of work (SOW) and its basic elements Distinguish personal from non-personal service contracts List and describe various required sources of supplies and services Describe uses and restrictions of the Economy Act List factors used in determining the extent of competition List the socioeconomic goals of the government acquisition process Define “set-aside” and identify types of set-asides in their order of preference Explain the purpose of the 8(a) program and when and why it might be used to meet a requirement for a supply or service Define full and open competition (FAOC) Define FAOC after the exclusion of sources Describe when other than FAOC is permitted Lecture/seminar Class discussion Exercise: Specifications and SOWs Describe the different procurement methods List factors for selecting procurement methods Describe the simplified acquisition procedures Explain the process for completing/reviewing a purchase order Define procurement planning and list typical elements of a procurement plan Lecture/seminar Class discussion Lecture/seminar Class discussion Case study: Other Than Full and Open Competition Reading assignment 3 Summary for Federal Contracting Basics (CON 110: Mission Support Planning) Module Number and Name Topics 10. Sealed Bidding 11. Negotiation © ESI Sealed bidding evaluation and processing Time extensions Late bids Price-related evaluation factors Price analysis (sealed bids) Fair and reasonable Mistakes in bids Determining whether a bidder is “responsive” and “responsible” Types of negotiated acquisitions Evaluating and processing proposals Basis for award (best-value) Non-price-related evaluation factors Technical evaluation Price analysis (competitive negotiation) Competitive range Cost or pricing data Cost analysis Audits and the Defense Contract Audit Agency (DCAA) Evaluating other terms and conditions Negotiation strategy Past performance document1 Copyright 0309 Learning Objectives Instructional Assessments Identify and describe steps in processing and opening bids Identify circumstances under which a late bid can be considered Describe the process of price analysis Determine the correct method for processing mistakes in bids and mistakes discovered after the award Define responsive and responsible Determine whether a contractor is debarred, suspended, proposed for debarment, or otherwise ineligible Describe the process for referring a non-responsibility determination to the Small Business Administration for a certificate of competency Lecture/seminar Class discussion Case study: Late Bids Exercise: Bid Evaluation: Responsive and Responsible? Describe steps in evaluating proposals Explain the best value continuum Identify the order of preference in determining the type of information required for evaluating price reasonableness Identify circumstances under which an offeror is required to certify cost or pricing data Define cost analysis and describe typical elements of cost that might be analyzed Explain the terms associated with accounting, estimating, and auditing Identify terms and conditions other than the SOW and price that may be the subject of negotiations Plan a negotiation strategy in accordance with FAR Part 15 Lecture/seminar Class discussion Reading assignment 4 Summary for Federal Contracting Basics (CON 110: Mission Support Planning) Module Number and Name Topics 12. The Solicitation 13. Contract Award Preparing and issuing awards Debriefing Protests 14. Contract Administration Initiation and Quality Assurance Contract administration planning and functions Postaward orientations Task and delivery order contracting Monitoring, inspection, and acceptance Performance Problems Remedies Past performance © ESI Solicitations Pricing arrangements Ordering arrangements Agreements Clauses and provisions The solicitation document Uniform Contract Format (UCF) Publicizing procurements Preaward inquiry Amending and canceling solicitations document1 Learning Objectives Copyright 0309 Instructional Assessments List the principle steps in soliciting offers List contract types and explain how to decide which type of contract to solicit Describe the methods of ordering for recurring requirements Recognize when the different vehicles for satisfying recurring requirements should be used Describe how to select and/or review clauses and provisions from FAR Part 52 Describe the solicitation document and the Uniform Contract Format (UCF) Describe methods for publicizing a procurement Determine methods for requesting and responding to requests for information under the Freedom of Information Act (FOIA) Describe the CO’s responsibility for answering preaward inquiries Lecture/seminar Class discussion Exercise: Uniform Contract Format Describe typical items on CO’s checklist for recommending award Describe elements of the final contract Describe steps in executing awards Define protest and describe the potential impact of a protest on the acquisition Identify CO’s responsibility for contract administration List elements of a contract administration plan and typical milestones in the administration of a contract Describe benefits of postaward orientations Describe basic rules for ordering against an ID contract Describe the CO’s responsibilities for inspection and acceptance List steps in solving performance problems Describe the stop-work clause and typical contractual remedies Lecture/seminar Class discussion Lecture/seminar Class discussion Case study: Contract Administration – Quality Control Reading assignment 5 Summary for Federal Contracting Basics (CON 110: Mission Support Planning) Module Number and Name Topics Learning Objectives Copyright 0309 Instructional Assessments 15. Payment and Accounting Contract financing Invoices Allowability Collecting contractor debts Administering financing terms Accounting and estimating systems Differentiate invoice payment from finance payment Define allowability and list the five factors in its determination Describe contractor’s responsibility for establishing acceptable accounting and estimating systems Lecture/seminar Class discussion 16. Modification, Termination, and Closeout Contract modifications Options Termination Closeout Define contract modification and distinguish unilateral from bilateral modifications Distinguish actual from constructive changes Explain scope of contract as a constraint on contract modifications State reasons for terminating contracts, distinguishing between termination for convenience and termination for default Describe the steps involved in contract closeout Lecture/seminar Class discussion Course Closeout © ESI 25-question multiple-choice exam Participant evaluations document1 6