Case Study on NPPD Better Tools to Empower CORs and Program Managers Breakout Session #: G09 Presented by: Mike Bajit, Sr. Acquisition Analyst, Integrity Management Consulting Date: 24 July 2013 Time: 0945-1100 Agenda • • • • • • • • • • Introduction Background Problem Statement Proposed Solution Implementation The Workshops Examples Lessons Learned Takeaways Going Forward 2 Introduction • Mike Bajit – B.S., Cornell University – M.S., The George Washington University – PMP®, Project Management Institute (2010) – Sr. Acquisition Analyst, Integrity Management Consulting (2011) – mbajit@integritymc.com 3 Background • Direct support to the Office of Procurement in a sub-component of the NPPD • Four functional areas: Policy, Plans, Procurement, Programs • Programs (Outreach) entails support to CORs and program managers in the development of PR package documents • Matrix organization leverages communication among areas 4 Problem Statement • Contracting office, Office of Procurement Operations (OPO), identified repeated errors and deficiencies in PR package documents • Rejection, revision, and re-submission of documents resulted in delays in contract award • Experience of CORs varied widely: some being very proficient, while others were novices 5 Proposed Solution • Provide an overview of the procurement process to the CORs • Utilize the same individuals involved in Outreach as the facilitators of the workshops • Create a collaborative environment, in a 1- to 2hour setting • Add value by receiving CLU accreditation by DHS professional development 6 Implementation • “Brown-bag” workshops designed for certified CORs to refresh their knowledge • Topic Areas: Planning, Resources, Contracting, and Execution • Apply “book-learning” (regulations, policies, memoranda, etc.) • Provide hands-on experience • Supply tools, templates, and checklists • Practice critical thinking skills 7 The Workshops • Planning: Policies & Procedures, WBS, Scheduling, Risk Management, Market Research, ITAR Process • Resources: Funding, IGCE, Procurement Plan • Contracting: Documentation, Contract Types, SOO/SOW/PWS, Acquisition Road Map, Contract Start-up & Changes, COR File Documentation • Execution: Performance Monitoring, Invoice Processing, Deliverables Management, Project Closeout 8 Example #1 SOO SOW PWS Goals/objectives, not tasks Tasks; “what,” not “how to” Tasks; “what,” not “how to” Appropriate when you’re doing something new Appropriate when you’ve done it before Appropriate if you can measure performance Leads WBS Follows WBS Follows WBS Flexible language Directive language; “Shall,” not “will” Directive language Allows contractor to try innovative approaches No quantitative performance measures Measurable performance tied to incentives Short Not as short as SOO QASP About same length as SOW 9 Example #2 Greatest Risk to the Government (vague requirements, difficult to price) High Moderate Low Greatest Risk to the Contractor (Requirements well defined, easy to price) Project Risk CPFF CPIF CPAF Vague technical requirements Labor and material costs uncertain (e.g., R & D) CPFF – Cost Plus Fixed Fee CPIF – Cost Plus Incentive Fee CPAF – Cost Plus Award Fee FPIF FPAF FFP Well defined technical requirements Fair and reasonable prices can be determined (e.g., production) FPI - Fixed Price Incentive FPAF – Fixed Price Award Fee FFP – Firm Fixed Price 10 Lessons Learned • Participation highest when workshops are required as part of professional development • Changes to regulations and policies require midterm updates to curriculum • Leverage attendee experiences to provide analogies and examples of concepts to others • Utilize two-week hiatus between module periods (“semesters”) to update and improve content 11 Takeaways Takeaway #1: Obligation rate greater than 99% in each of the previous two fiscal years Takeaway #2: Collaboration between CORs who have attended the workshops and the support personnel from the Office of Procurement has been enhanced by the use of the tools and methods presented in the workshops Takeaway #3: Fewer pre-solicitation documents returned; remain opportunities in the monitoring, control, and closeout of contracting actions 12 Going Forward • Develop additional workshops based on business interactions with CORs • Open the curriculum to CORs throughout DHS • Engage other acquisition and contract management specialists as co-facilitators • Increase awareness via component and department newsletters and communiques 13 Closing • Thank you for your time and attention • We welcome your questions Integrity Management Consulting 2000 Corporate Ridge, Suite 170 McLean, VA 22150 (703) 349-3394 14