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Planning
and Conducting a Best Value Source Selection Workshop
A Three-Day Workshop
March 14-16, 2007
Government*Horizons Training Center
4301 Wilson Boulevard, Suite 1003 (10th Floor)
Arlington, VA 22203
Online Registration is now closed. Space
is available for walk-in registrants.
To register the day of the workshop, please bring your payment and
registration form.
Registration:
8:00 AM (Day One Only)
Program Starts: 8:30 AM
Wrap-up: 4:00 PM
“Very interesting instructor, kept
the class interested in the topic and made training fun.”
David Mork, Contract Specialist, Bureau of Engraving and Printing
Course
materials, continental breakfast (coffee and pastries), refreshments
included.
This workshop is recommended for 24 Continuous Learning Points (CLPs)
toward DAWIA/FAC-C requirements. A Government*Horizons "Certificate
of Completion" will be provided to all attendees upon conclusion
of the workshop.
For
information on fulfilling core, elective and continuous learning requirements,
visit:
http://www.whitehouse.gov/omb/procurement/policy_letters/05-01_041505.html
About This Workshop
Efficiently planning and conducting a
best value source selection is critical to acquiring the goods and
services needed by agencies to meet their mission objectives. Successfully
managing the FAR Part 15 process, however, requires in-depth knowledge
of the statutes, regulations and best practices that exist to ensure
the source selection is fair, credible and that the best value contractor
is ultimately selected. From establishing the right evaluation factors
to debriefing the unsuccessful offerors, it is essential that each
member of the acquisition team possess the skills and knowledge necessary
to actively contribute at each step in the process. For industry,
understanding the government’s source selection process will
help promote more focused, customer-friendly proposals that better
display the key benefits and value of the proposed solution.
In Planning and Conducting a Successful Best Value Source
Selection, you’ll learn the techniques for selecting
and composing meaningful evaluation factors and proposal submission
instructions that will ensure a streamlined and highly-efficient source
selection. You’ll understand the specific roles and responsibilities
of each evaluation team – technical, management, business and
past performance. And you will learn the requirements and various
techniques in conducting a cost-technical tradeoff analysis and making
the final decision. The course is practical and built around a multitude
of hands-on exercises and case studies – you will leave with
new-found skills that can be immediately applied on the job. Finally,
you will receive a course manual containing many useful references,
examples and templates that can be used long after you have completed
the class.
Who
Should Attend
- Acquisition
Officers
- Technical
personnel and subject matter experts
- Procurement
managers and administrators
- Government
and commercial project leaders and managers
- Contracting
officers and specialists
- Business
developers and proposal managers
- General
Counsel
- Bid
managers
- Audit
Supervisors
- Advisory
and assistance contractors
A
new government report recommends contract training to achieve better
federal contracting results.
Click
here to download the Managing the Government’s Technical Experts
to Achieve Positive Contract Outcomes report by the U.S. Merit Systems
Protection Board dated December 2005.
Previous
Attendees Include:
- AFCAA
- AWG,
Facilities Manager
- AWG,
XO
- BAE
Systems, Subcontracts Administration Specialist
- Bureau
of Engraving & Printing, Contract Specialist
- Bureau
of Engraving & Printing, Production Specialist
- Bureau
of Engraving & Printing, Program Analyst
- Defense
Information Systems Agency, Procurement Analyst
- Department of Transportation, Contract Specialist
- EMC˛
Corporation, Technical Solutions Program Manager
- IEM,
Bids and Proposals Manager
- National
Institutes of Health, Administrator for Strategic Planning &
Resource Management
- Naval
Sea Systems Command, Acquisition Manager
- OASA
(FM&C), Army Pentagon, Deputy Director of Investments
- U.S.
Army, Contract Specialist
- U.S.
Army, Contract Documents Specialist
- U.S.
Army, Facility Operations Specialist
- U.S.
Army, Supervisory Contract Specialist
- U.S.
Army Audit Agency, Audit Supervisor
- U.S.
Army, Picatinny Center for Contracting and Commerce
- U.S.
Coast Guard Headquarters Support Command, DST Government Team Leader
Course
Syllabus
1.
Best Value Source Selection: Concept, Obligations and Responsibilities
a. The concept and definition of best value
b. Obligations and responsibilities in using the best value source
selection process
c. The source selection organizational structure
d. Standards of conduct and procurement integrity
e. Organizational conflicts of interest
2.
Developing Meaningful Evaluation Factors and Proposal Submission
Instructions
a.
The characteristics of high quality evaluation criteria
b. Using risk assessment and value analysis to select effective
factors/subfactors
c. Techniques for composing meaningful criteria
d. The importance of proposal submission instructions to ensure
a streamlined process
e. Useful methods for requesting and receiving proposal information
3.
Technical Team’s Evaluation of Proposals
a.
Steps in the technical evaluation process
b. Maintaining consistency with RFP factors and subfactors
c. Definitions of strengths, weaknesses and deficiencies
d. Evaluation criteria weighting and relative orders of importance
e. Selecting and using factor rating scales and definitions
f. Techniques for improving evaluator comments and narratives
4. Reaching Team Consensus
a.
The four stages in team building
b. The characteristics and habits of high performance teams
c. Best practices in reaching team consensus
d. The requirements and importance of team consensus documentation
5. Evaluating Past Performance
a. FAR 15 requirements in conducting the evaluation of offeror past
performance
b. Steps in the past performance evaluation process
c. Past performance rating scales and definitions
6.
Evaluating the Cost Proposal
a.
Responsibilities of the cost/price evaluation team
b. Key objectives of cost/price proposal evaluation
c. Definitions of reasonableness, completeness and realism
7.
Exchanges/Negotiations with Offerors
a.
Definitions of clarifications, communications and discussions.
b. Information the government should consider before awarding without
discussions
c. Considerations and requirements in establishing the competitive
range
d. The definition of and ensuring “meaningful” discussions
e. Requesting proposal revisions and the Call for Final Proposal
Revisions
f. Government limits on exchanges
8.
Making the Best Value Award Decision
a.
Integrating the final proposal evaluation results
b. Comparative assessment of offerors
c. Key considerations in the cost-technical tradeoff process
d. Documentation requirements for the source selection decision
document
9.
Conducting the Debriefings
a.
FAR 15 requirements in providing debriefings to unsuccessful offerors
b. Agenda for an effective debriefing
About Your Instructor
Mr.
Robert Watts has over 26 years of federal acquisition experience
in the disciplines of contracting, project management and financial
management. He is the President of LodeStar Acquisition Services,
a small business, acquisition training and consulting firm headquartered
in the greater Washington D.C. metropolitan area. Previous to founding
LodeStar Acquisition Services, Mr. Watts was Vice President of Acquisition
Services at ManTech Integrated Data Systems from 1998 – 2004. The
organizations he has led have helped over 500 government teams efficiently
select and manage mission critical contractor products and services.
Mr. Watts is a retired USAF Lieutenant Colonel and a former member
of the Defense Acquisition Corp. Prior to his retirement from the
USAF, he was the Director of the National Reconnaissance Office’s
(NRO’s) Acquisition Center of Excellence (ACE), a unique organization
of over 60 personnel dedicated to providing the NRO workforce a dedicated
acquisition support capability and infrastructure. As ACE Director,
Mr. Watts was the architect of the NRO’s process for competitive procurement
of over $15B in space-related hardware and software.
Mr. Watts is also a senior instructor, researcher, writer and consultant
for The George Washington University’s (GWU’s) Educational Services
Institute International. He received his MBA from Rensselaer Polytechnic
Institute in Troy, New York.
Contact Us
- For
general information about this workshop and registration information,
please email
Katie Smith or call (703) 807-2758
Registration Fee
| |
Industry |
Small Business
(<100 employees): |
Government |
Best Value Source Selection Workshop Only
March 14-16, 2007 |
$1,295 |
$1,195 |
$1,095 |
Registration Options
[1]
Online with your credit card using our online
booking form
[2] Fax our
downloadable
registration form (requires Acrobat Reader) to (703) 807-2728
[3] Phone Katie Smith at (703) 807-2758
[4] E-mail Katie
Smith
[5] Mail our
downloadable
registration form |
