World Congress 2015 program - National Contract Management
Transcription
World Congress 2015 program - National Contract Management
FINAL PROGRAM AND EXHIBITORS GUIDE THE INNOVATIVE EDGE TO CONTRACT MANAGEMENT Download the World Congress 2015 app! Search “NCMA Events” in the Apple App Store or Google Play Store. WWW.NCMAWORLDCONGRESS.ORG #NCMAwc #Innovate2015 BLOOMBERG GOVERNMENT IS A PROUD SPONSOR OF WORLD CONGRESS 2015 VISIT US AT BOOTH #812 TO: > Access Market Research with a better procurement database > Save time to get better results over FPDS > Uncover procurement trends and opportunities with our market analysis > Get an invite to Bloomberg Government’s exclusive World Congress reception Learn more about us at bgov.com ©2015 Bloomberg L.P. All rights reserved. S595632778 0615 1 nman y Richard “Dick” Gi d Acquisition Polic e Procurement an ns fe De r, cto re Di Former Innovation Lives Here! TAKE TO SOCIAL MEDIA TO SHARE YOUR FAVORITE INNOVATIVE PRACTICE, IDEA, OR INSPIRATION FOR A CHANCE TO WIN AN IPAD!* To be entered, you must include the hashtags #NCMAwc and #Innovate2015. Good luck! WELCOME TO WORLD CONGRESS ct Dear Colleagues, e National Contra welcome you to th to e ier lik em I’d , pr e air th ch d t is considere As your 2015 even ld Congress. This profesor n W tio n’s isi tio qu ac cia d so an Management As , procurement, nt me ge na ! This ma er ev ct r contra ded years education event fo e of our most atten on life ing to be is me th co te ll ticipa ement, wi sionals and we an to Contract Manag wn ge do k Ed e ea tiv br d va an no , In e new practices ar year’s theme, The sh , as ide sh fre er to hear as we come togeth n. re of the professio tu fu e th r u to engage our barriers fo ation. We invite yo cip rti pa ur yo ere are is ss Congre general session, th The key to World thoughts. In every d panels an d ns an tio rs es ke qu ns for the spea tio es speakers with your qu ur yo ite reserved for Q&A. le for you to wr t 15 minutes are notecards availab las e th , ion ss se y breakout r you to make new to answer. In ever d social events fo an g kin or tw ne of mber We also have a nu ues. up with old colleag tch ca or for ns tio ec conn app. (See page 6 wnload the event do ee to .S re dia su me be l , dy cia ation via so If you haven’t alrea r dialogue on innov ou in us n joi d An instructions.) ormation. th below for more inf er 70 exhibitors wi which features ov ll, Ha the t it ou hib ab Ex r ar ou s in ur mission. He Innovation abound ant to you and yo your lev lp re he tly n ec ca o dir s wh ce meet suppliers d an products and servi s, ion lut so cover proven latest products, dis results. to ve hie ac organization ld Congress 2015 MA brings you Wor NC er. re ca ur yo n and It’s your professio most of both! e th ke ma u yo help *Prize to be awarded during Wednesday morning awards breakfast. Participant must be present to win. #NCMAWC #INNOVATE2015 ncmaworldcongress.org 1 TABLE OF CONTENTS 2 2 03 04 05 06 08 10 14 15 16 19 20 22 46 48 57 60 61 POCKET SCHEDULE – TEAR OUT AND TAKE ON THE GO! REMINDERS SPECIAL THANKS AND CONTRACT MANAGEMENT CODE OF ETHICS TAKE NOTE AGENDA CO-LOCATED TRAINING EVENT KEYNOTE SPEAKERS EXECUTIVE PANEL DISCUSSIONS NETWORKING AND SOCIAL EVENTS NATIONAL EDUCATION SEMINARS EDUCATION TRACKS BREAKOUT SESSIONS COMPETENCY-BASED TRAINING CHARTS SPONSORS AND EXHIBITORS EXHIBIT HALL MAP AND BOOTH INFORMATION UPCOMING NCMA EVENTS CONVENTION CENTER AND HOTEL MAPS World Congress 2015 3 World Congress 2015 Pocket Schedule TEAR THIS PAGE OUT TO TAKE WITH YOU ON THE GO! SUNDAY JULY 26, 2015 4:00pm–5:00pm Opening Keynote Address Texas AB Ballroom 5:00pm–6:30pm Exhibit Hall Ribbon Cutting and Opening Reception (Sponsored by SourceAmerica) Longhorn Hall A-C Virtual Chapter Meet-up NCMA Booth, Longhorn Hall A-C Newcomers Networking Reception Dallas 5-7 6:30pm–7:30pm NCMA Communities Night Texas C 7:00am–8:00am Continental Breakfast with Exhibitors Longhorn Hall A-C 8:00am–9:00am Keynote Address Texas AB Ballroom 9:00am–10:30am Executive Panel Discussion Texas AB Ballroom 10:30am–11:15am Refreshment Break with Exhibitors Longhorn Hall A-C 11:15am–12:30pm 15 Concurrent Breakout Sessions (see page 23 for full details) My Breakout Session: __________ MONDAY JULY 27, 2015 12:30pm–2:00pm Networking Lunch with Exhibitors (Sponsored by Compusearch) Longhorn Hall A-C 2:00pm–2:30pm Coffee and Dessert with Exhibitors Longhorn Hall A-C My Breakout Session: __________ 2:30pm–3:45pm 15 Concurrent Breakout Sessions (see page 26 for full details) 3:45pm–4:00pm Break 4:00pm–5:15pm 15 Concurrent Breakout Sessions (see page 28 for full details) My Breakout Session: __________ 6:30pm–10:30pm Annual World Congress Awards Gala (Sponsored by American Public University) Glass Cactus ‡ TUESDAY JULY 28, 2015 7:00am–8:00am Continental Breakfast with Exhibitors Longhorn Hall A-C 8:00am–9:30am Executive Panel Discussion Texas AB Ballroom 9:30am–10:30am Keynote Address Texas AB Ballroom 10:30am–11:15am Refreshment Break with Exhibitors Longhorn Hall A-C 11:15am–12:30pm 15 Concurrent Breakout Sessions (see page 33 for full details) My Breakout Session: __________ 12:30pm–2:00pm Networking Lunch with Exhibitors (Sponsored by Compusearch) Longhorn Hall A-C 2:00pm–2:30pm Coffee and Dessert with Exhibitors Longhorn Hall A-C 2:30pm–3:45pm 15 Concurrent Breakout Sessions (see page 35 for full details) My Breakout Session: __________ 3:45pm–4:00pm Break 4:00pm–5:15pm 15 Concurrent Breakout Sessions (see page 38 for full details) My Breakout Session: __________ 5:30pm–8:30pm Women’s Forum Golf Outing‡ Bear Creek Golf Club 6:00pm–10:00pm Tuesday Night Outing Downtown Grapevine Plated Breakfast with Awards Presentation Texas AB Ballroom 8:30am–9:30am Keynote Address Texas AB Ballroom 9:30am–9:45am Break POCKET SCHEDULE 5:30pm–6:00pm 6:00pm–7:30pm WEDNESDAY JULY 29, 2015 7:30am–8:30am 9:45am–11:00am 15 Concurrent Breakout Sessions (see page 43 for full details) My Breakout Session: __________ 11:00am–12:30pm Closing Executive Panel Discussion Texas AB Ballroom 12:00pm–1:30pm Networking Lunch† (provided only to attendees staying for GSA co-located event) Texas AB Foyer 1:15pm–4:15pm Transforming the Federal Marketplace: A Co-located Training Event† Texas AB Ballroom 4:30pm–6:30pm VIP Reception (by invite only) (Sponsored by Bloomberg Government) Dallas 5-7 8:00am–12:00pm NCMA Certification Exams†‡ Austin 1-2 8:30am–4:30pm National Education Seminars † THURSDAY JULY 30, 2015 † Indicates a pre– or post–World Congress event. ‡ Indicates a special event requiring a separate registration fee. Attendees will receive 20 Continuing Professional Education (CPE) hours for their attendance. ncmaworldcongress.org Dallas 5-7 †‡ This event meets all requirements laid out in 5 C.F.R. 410.404. 3 4 Registration Hours: SUNDAY, JULY 26 10:00am–6:30pm REMINDERS MONDAY, JULY 27 Visit the Learning Pavilion in the Exhibit Hall! 7:00am–5:15pm TUESDAY, JULY 28 7:00am–5:15pm WEDNESDAY, JULY 29 7:00am–4:15pm Exhibit Hall Hours: SUNDAY, JULY 26 5:00pm–6: 30pm MONDAY, JULY 27 FedBid, Inc. 12:40pm–1:00pm NeoSystems Corp. 1:40pm–2:00pm CACI 2:10pm–2:30pm SourceAmerica TUESDAY, JULY 28 7:00am–3:00pm TUESDAY, JULY 28 MONDAY, JULY 27 10:40am–11:00am 7:00am–3:00pm 10:40am–11:00am National Industries for the Blind 12:40pm–1:00pm Deltek 1:10pm–1:30pm Distributed Solutions, Inc. 2:10pm–2:30pm American Public University Check Out Your Mini CMBOK! Innovation Lives Here! The education content at World Congress 2015 directly aligns with the competencies found in NCMA’s Contract Management Body of Knowledge (CMBOK). Check out the FREE desktop reference guide in your attendee bag or stop by the NCMA booth to purchase the full publication. Take to social media to share your favorite innovative practice, idea, or inspiration for a chance to win an iPad!* To be entered, you must include the hashtags below. Good luck! #NCMAwc #Innovate2015 Sponsored by *Prize to be awarded during Wednesday morning awards breakfast. Participant must be present to win. 4 World Congress 2015 5 Special Thanks NCMA WOULD LIKE TO THANK THE 2015 EVENT CHAIR FOR HIS ASSISTANCE IN MAKING WORLD CONGRESS 2015 A HUGE SUCCESS! RICHARD T. GINMAN Last but certainly not least, we would like to thank the World Congress volunteers! We couldn’t hold this event without you! We will be running a complete list of World Congress volunteers in Wednesday’s edition of the Daily News. The Contract Management Code of Ethics The Code of Ethics of the National Contract Management Association (NCMA) establishes principles for members of the contract management profession. This code is intended to create public trust and confidence in the integrity of the contract management process. The code requires members of the contract management profession to conduct themselves in such a manner as to bring credit upon the profession. All members of NCMA shall abide by the letter and spirit of this code. The full Code of Ethics can be found on page 9 of the July issue of Contract Management magazine in your attendee bag! Leading ContraCt innovation with gooD ChArACtEr Ethics and good character are critical traits for contract management professionals. Join Dr. J.P. London, Executive Chairman of CACI International and author of Character: The Ultimate Success Factor for his keynote address on SPECIAL THANKS & CODE OF ETHICS Former Director, Defense Procurement and Acquisition Policy In addition, NCMA would like to thank the many World Congress speakers! In honor and appreciation of your participation in this year’s event, NCMA has made a generous donation to the Veterans Resource Center, our partner for this year’s Annual World Congress Community Service Project. Wednesday, July 29 at 8:30 a.m. www.caci.com ©CACI 2015 ncmaworldcongress.org INFORMATION DEPLOYED. SOLUTIONS ADVANCED. MISSIONS ACCOMPLISHED. 5 6 TAKE NOTE World Congress Goes Mobile! Maximize your time at World Congress with the NCMA mobile app. You’ll be able to easily view the schedule, exhibitors, speakers, local area information, and more! You can even create personalized lists to target what you want to see, hear, and do. Search “NCMA Events” in the Apple App Store or Google Play Store to download. Sponsored by Visit the Innovation Lounge BREAKOUT SESSION PRESENTATIONS Approved presentations have been uploaded to the World Congress website at www.ncmaworldcongress.org/sessions. Check back after the event for updated/additional presentations. EVALUATION Expect a World Congress evaluation email on Friday. We appreciate you taking the time to share valuable insight on your experience at this year’s event! NONMEMBERS If you registered as a nonmember, you receive a one-year NCMA membership valid August 2015 through July 2016. As a member, you will receive a number of benefits, including: The innovation hall, located in the Center PreFunction Area on level 3, is a place to relax and features all of the ideas that are being posted online with the hashtags #NCMAwc and #Innovate2015. «« Contract Management Magazine and other NCMA publications; «« Reduced member rates on all NCMA products, including certifications, books, webinars, and events; and Is Your Phone Running Low On Power? «« Chapter membership that provides a wealth of local networking opportunities. Visit our free charging stations at the NCMA booth to power up! Learning Pavilion in the Exhibit Hall NEW THIS YEAR! See page 4 for schedule information and the organizations that will be presenting. NEW TO WORLD CONGRESS? Join us for the Newcomers Networking Reception on Sunday at 6:00pm in Dallas 5-7 to meet NCMA leadership and staff and hear how you can make the most of your time at this four-day education event. 6 Reminders «« Access to members-only content on our website; DAILY NEWS NCMA brings you a daily newspaper so you can stay on top of World Congress news coverage, updates, and announcements, along with games and photos of the event! Find it each morning in the general session room, Texas AB. PRIZES Prizes will be awarded to attendees whose names are drawn during the raffle. Stop by the NCMA booth to enter your name— an entry ticket was included on your registration badge! Attendees should consult their ethics policies and/or officer prior to accepting any gifts. CERTIFICATES OF ATTENDANCE Certificates of attendance will be emailed within 7–10 business days following the event. QUESTIONS Come by the Information Booth located in the Center Pre-Funtion Area on level 3 to speak with an event staff member. Or contact us after World Congress at [email protected]. World Congress 2015 Find New and Reliable Sources of Contract Management Solutions, Training, and Expert Guidance. NCMA has assembled all of these resources together to create the Contract Management Resource Directory! Members can search for suppliers and resources all in ONE PLACE. Visit www.ncmahq.org/CMRD today and see what you’ve been missing! 8 SUNDAY JULY 26, 2015 4:00pm–5:00pm Opening Keynote Address Katrina McFarland, Assistant Secretary of Defense (Acquisition) Texas AB Ballroom 5:00pm–6:30pm Exhibit Hall Ribbon Cutting and Opening Reception Longhorn Hall A-C FULL PROGRAM AGENDA Sponsored by 5:30pm–6:00pm Virtual Chapter Meet-up NCMA Booth, Longhorn Hall A-C 6:00pm–7:30pm Newcomers Networking Reception Dallas 5-7 6:30pm–7:30pm NCMA Communities Night Texas C 7:00am–8:00am Continental Breakfast with Exhibitors Longhorn Hall A-C 8:00am–9:00am Keynote Address Bill Hovis, Chief Procurement Officer, Coca-Cola Bottling Investments Group Texas AB Ballroom 9:00am–10:30am Executive Panel Discussion Getting Results Through Innovation Texas AB Ballroom MONDAY JULY 27, 2015 Moderator: David Gragan, Senior Procurement Executive, Consumer Financial Protection Bureau Panelists: John Adler, Vice President of Procurement, Dallas Area Rapid Transit Roger House, President and CEO, Owner, AXIOM Jeffrey Napier, CPCM, Director, Office of Acquisition Services, Centers for Disease Control and Prevention Martha Shepard, Vice President, Contracts, BAE Systems, Inc. 10:30am–11:15am Refreshment Break with Exhibitors Longhorn Hall A-C 11:15am–12:30pm 15 Concurrent Breakout Sessions (see page 23 for full details) 12:30pm–2:00pm Networking Lunch with Exhibitors 2:00pm–2:30pm Coffee and Dessert with Exhibitors 2:30pm–3:45pm 15 Concurrent Breakout Sessions (see page 26 for full details) 3:45pm–4:00pm Break 4:00pm–5:15pm 15 Concurrent Breakout Sessions (see page 28 for full details) 6:30pm–10:30pm World Congress Annual Awards Gala‡ Tickets still available—stop by the registration desk! Sponsored by Longhorn Hall A-C Longhorn Hall A-C Glass Cactus Sponsored by 8 World Congress 2015 9 TUESDAY JULY 28, 2015 7:00am–8:00am Continental Breakfast with Exhibitors Longhorn Hall A-C 8:00am–9:30am Executive Panel Discussion The Public Perception of Contracting Texas AB Ballroom Moderator: Jim McCarthy, Founder & Principal Owner, AOC Key Solutions 9:30am–10:30am Keynote Address Roger Krone, Chief Executive Officer, Leidos Texas AB Ballroom 10:30am–11:15am Refreshment Break with Exhibitors Longhorn Hall A-C 11:15am–12:30pm 15 Concurrent Breakout Sessions (see page 33 for full details) 12:30pm–2:00pm Networking Lunch with Exhibitors 2:00pm–2:30pm Coffee and Dessert with Exhibitors 2:30pm–3:45pm 15 Concurrent Breakout Sessions (see page 35 for full details) 3:45pm–4:00pm Break 4:00pm–5:15pm 15 Concurrent Breakout Sessions (see page 38 for full details) 5:30pm–8:30pm Women’s Forum Golf Outing‡ Bear Creek Golf Club 6:00pm–10:00pm Tuesday Night Outing Downtown Grapevine 7:30am–8:30am Plated Breakfast with Awards Presentation Texas AB Ballroom 8:30am–9:30am Keynote Address Dr. J.P. London, Executive Chairman, CACI International, Inc. Texas AB Ballroom 9:30am–9:45am Break 9:45am–11:00am 15 Concurrent Breakout Sessions (see page 43 for full details) 11:00am–12:30pm Closing Executive Panel Discussion Review of Innovative Accomplishments in 2015 Sponsored by Longhorn Hall A-C Longhorn Hall A-C WEDNESDAY JULY 29, 2015 Texas AB Ballroom Moderator: Alan Burman, President, Jefferson Consulting Panelists: Rob Burton, Partner, Venable LLP Nancy Heimbaugh, Principal, LMP Alliance, LLC Dr. Terry Raney, Senior Vice President, CACI Dynamic Systems Inc. Charlie Williams, Jr., Former Director, Defense Contract Management Agency; President, CWilliams LLC 12:00pm–1:30pm Networking Lunch‡ Texas AB Foyer 1:15pm–4:15pm Transforming the Federal Marketplace: A Co-located Training Event‡ Texas AB Ballroom 4:30pm–6:30pm VIP Reception‡ (by invite only) Dallas 5-7 (provided only to attendees staying for GSA co-located event) Sponsored by FULL PROGRAM AGENDA Panelists: Jill R. Aitoro, Editor, Federal Times Brandon Formby, Transportation Writer, Dallas Morning News Jason Miller, Executive Editor, Federal News Radio David Wray, Director of Communication, Defense Contract Management Agency THURSDAY JULY 30, 2015 8:00am–12:00pm NCMA Certification Exams†‡ 8:30am–4:30pm National Education Seminars Austin 1-2 †‡ † Indicates a pre– or post–World Congress event. ‡ Indicates a special event requiring a separate registration fee. Attendees will receive 20 Continuing Professional Education (CPE) hours for their attendance. ncmaworldcongress.org Dallas 5-7 This event meets all requirements laid out in 5 C.F.R. 410.404. 9 10 CO-LOCATED TRAINING EVENT Transforming the Federal Marketplace: A Co-located Training Event 10 The General Services Administration (GSA) is hosting “Transforming the Federal Marketplace: A Co-located Training Event” on Wednesday from 1:15–4:15pm at the Gaylord Texan Resort & Convention Center. This immediately follows the closing executive panel discussion and lunch in the World Congress 2015 program. The strategies discussed at this co-located event align to new federal initiatives including category management, strategic sourcing, innovative contract vehicles, and information technology. Those in attendance will hear from senior officials responsible for implementing improvement in these areas across several major agencies. REGISTRATION INFORMATION: This training event is open to the public. However, if you plan to attend, please stop by the registration desk to indicate this if you did not already do so while registering for World Congress. WEDNESDAY JULY 29, 2015 1:15pm–1:30pm Welcome Remarks Texas AB Ballroom 1. Michael Fischetti, JD, CPCM, Fellow, Executive Director, NCMA 2. Thomas Sharpe, Commissioner, Federal Acquisition Service, General Services Administration 1:30pm–2:10pm Interactive Discussion on Category Management Texas AB Ballroom Moderator: 3. George Prochaska, Regional Commissioner, Federal Acquisition Service, General Services Administration Panelists: 4. Mary Davie, Assistant Commissioner for Integrated Technology Services, General Services Administration 5. Tiffany Hixson, Regional Commissioner, Federal Acquisition Service, General Services Administration 2:10pm–3:00pm Senior Procurement Executive Panel Session: The Good, the Bad, and the Ugly in Federal Acquisition Texas AB Ballroom Moderator: 6. Jeff Koses, Deputy Chief Acquisition Officer, Senior Procurement Executive, Federal Acquisition Service, General Services Administration Panelists: 7. John Bashista, Senior Procurement Executive, U.S. Environmental Protection Agency 8. Iris Cooper, CPCM, Fellow, Senior Procurement Executive, U.S. Department of Treasury 1 2 3 4 5 6 7 8 Gaylord Texan Resort & Convention Center 11 WEDNESDAY JULY 29, 2015 (CONT.) 3:00pm–3:15pm Break 3:15pm–4:30pm 4 Concurrent Breakout Sessions Texas 1-3 Acting as One: The Acquisition Gateway Brad Powers, Senior Program Manager, General Services Administration Lisa Hudson, Acquisition Gateway Product Owner, General Services Administration Texas C OASIS – Reshaping the World of IDIQ Contracting Valerie Bindel, Contract Specialist, General Services Administration John Cornell, General Attorney, General Services Administration Todd Richards, Contract Specialist, General Services Administration Tommy Thomas, Contract Specialist, General Services Administration Learn and discuss how GSA’s new program to provide federal customers with streamlined acquisition solutions for complex professional services became a reality. OASIS and OASIS Small Business are multiple-award contracts available to all federal contracting officers providing a broad array of professional services. Hear about the acquisition strategy, the contracts and their scope, and the legal challenges addressed. Both acquisition and program officials will benefit from this session. Texas AB Helping Make Better IT Acquisition Decisions Teresa Carrington, Director, National Information Commodity Program, General Services Administration Paul Morris, IT Hardware Category Manager, Office of Integrated Technology Services, General Services Administration Omar Saeb, Senior Business Management Specialist, General Services Administration Benjamin Taylor, Information Technology Specialist, Office of Integrated Technology Services, General Services Administration GSA has been working hard to develop new tools which can help COs procure faster, cheaper, and more efficiently. Come to this panel to find out about some of GSA’s new tools like: Solutions Navigator, IT Hallways, GWAC Prices Paid, and Reverse Auction Platform. Texas D Transforming GSA’s Professional Services Offering Kathy Jocoy, Supplier Relationship Manager/Professional Services Schedule Project Manager, General Services Administration Attendees will receive 3.0 Continuing Learning Points (CLPs) for their attendance. Dallas, Texas CO-LOCATED TRAINING EVENT Come learn about the Acquisition Gateway, powered by GSA! Find out how government is implementing category management and how the Acquisition Gateway, an online workplace, will help deliver the benefits. When all categories are in one place, with all available solutions listed together, the governmentwide acquisition community can reduce duplication, make smarter decisions, reduce price variability, and act as one. 11 Need help?! Contact your local Federal Acquisition Service Customer Service Representative! Simply go to: http://www.gsa.gov/portal/content/100813 KEYNOTE SPEAKERS 14 1 KATRINA G. MCFARLAND, ASSISTANT SECRETARY OF DEFENSE 2 3 ROGER KRONE, LEIDOS BILL HOVIS, COCA-COLA 1. Sunday, July 26 4 « DR. J.P. LONDON, CACI 4:00pm–5:00pm KATRINA G. MCFARLAND, ASSISTANT SECRETARY OF DEFENSE (ACQUISITION) Katrina McFarland is the assistant secretary of defense (acquisition). In this role, she is the principal advisor to the secretary of defense and the undersecretary of defense for acquisition, technology and logistics on matters relating to acquisition. Previously, she served as president of the Defense Acquisition University (DAU), where she continued to build DAU’s outstanding reputation as the DOD’s primary learning institution, while overseeing the development and expansion of acquisition curriculum and supporting learning opportunities for over 150,000 members of the defense acquisition workforce. Prior to joining DAU, McFarland was the director for acquisition for the Missile Defense Agency. 2. Monday, July 27 « 8:00am–9:00am BILL HOVIS, CHIEF PROCUREMENT OFFICER, COCA-COLA BOTTLING INVESTMENTS GROUP William (Bill) Hovis is responsible for the total procurement spend of a $9 billion internal bottling business, which has operations on four continents (South America, Europe, Africa, and Asia). He is also a member of the Bottling Investments Group (BIG) Senior Leadership Team, reporting to the executive vice president of Coca-Cola and president of BIG. Additionally, he is a member of the operating committee for the Cross-Enterprise Procurement Group (CEPG), a Coca-Cola buying cooperative managing $20 billion of procurement spend. Hovis has 19 years of experience with The Coca-Cola Company where he has held a series of procurement and commodity management roles. 3. Tuesday, July 28 « 9:30am–10:30am ROGER KRONE, CHIEF EXECUTIVE OFFICER, LEIDOS Roger A. Krone was appointed as chief executive officer of Leidos in July 2014. He also sits on the Leidos Board of Directors. Krone brings nearly 40 years of operational, strategic, and financial execution experience with some of the nation’s most prominent names in aerospace. Bringing both engineering and financial expertise to bear, Krone has held senior program management and finance positions at The Boeing Company, McDonnell Douglas Corporation, and General Dynamics. He has an exceptional track record of building consensus, teams, business, and companies. He is widely recognized as a dynamic thought leader with an intense interest in technology and a deep understanding of the customers Leidos serves. 4. Wednesday, July 29 « 8:30am–9:30am DR. J.P. LONDON, EXECUTIVE CHAIRMAN, CHAIRMAN OF THE BOARD, CACI INTERNATIONAL, INC. Dr. J.P. London is executive chairman/chairman of the board of CACI International, Inc (NYSE), a $3.6 billion IT and professional services company. He previously served as president and chief executive officer (1984–2007). London has received numerous awards and honors, including being named one of the Most Influential People in Business Ethics by the Ethisphere Institute (2014). A graduate of the U.S. Naval Academy, the U.S. Naval Postgraduate School, and George Washington University, London also served 24 years in active and reserve duty in the U.S. Navy. London serves on the boards of CAUSE, the Navy Memorial Foundation, the Naval Historical Foundation, and the Friends of the National World War II Memorial. He is the author of Character: The Ultimate Success Factor and Our Good Name: A Company’s Fight to Defend Its Honor and Get the Truth Told about Abu Ghraib. 14 World Congress 2015 15 Monday, July 27 « 9:00am–10:30am GETTING RESULTS THROUGH INNOVATION Listen in on this diverse panel of current senior contracting executives representing all sides of today’s business (federal, state/local, small and large business) as they discuss how they meet their missions as well as navigate hurdles of the acquisition environment with innovative ideas, practices, and especially perseverance. 2 3 4 5 MODERATOR: PANELISTS: 1. David Gragan Senior Procurement Executive, Consumer Financial Protection Bureau 2. John Adler Vice President of Procurement, Dallas Area Rapid Transit 4. Jeffrey Napier, CPCM Director, Office of Acquisition Services, Centers for Disease Control and Prevention 3. Roger House President and CEO, Owner, AXIOM 5. Martha Shepard Vice President, Contracts, BAE Systems, Inc. Tuesday, July 28 « 8:00am–9:30am THE PUBLIC PERCEPTION OF CONTRACTING Does it sometimes feel like even your family doesn’t understand what you do? Why doesn’t anyone seem to appreciate the complexities of contracting? Just type it up, right? Participate in this unique panel of media representatives who translate contracting news of the day to a wider government and industry audience for a tongue-in-cheek look at how contracting is viewed by others in government as well as the public at large. Improving the outsider understanding of contract managers is a great leap toward effective communication with all concerned. 1 2 3 4 5 MODERATOR: PANELISTS: 1. Jim McCarthy Founder & Principal Owner, AOC Key Solutions 2. Jill Aitoro Editor, Federal Times 4. Jason Miller Executive Editor, Federal News Radio 3. Brandon Formby Transportation Writer, Dallas Morning News 5. David Wray Director of Communication, Defense Contract Management Agency Wednesday, July 29 « 11:00am–12:30pm REVIEW OF INNOVATIVE ACCOMPLISHMENTS IN 2015 The Procurement Round Table is a prestigious group of former federal acquisition officials now in the private sector who advise and assist on improvements in federal acquisition. Join a subset of the group as they provide perspectives on past acquisition initiatives and discuss their views and vision on what must occur moving forward. Look to gain greater understanding on past accomplishments and tools for moving forward. 1 2 3 MODERATOR: PANELISTS: 1. Alan Burman Former Administrator, Office of Federal Procurement Policy; President, Jefferson Consulting 2. Rob Burton Former Deputy Administrator, Office of Federal Procurement Policy; Partner, Venable LLP ncmaworldcongress.org 3. Nancy Heimbaugh Principal, LMP Alliance, LLC 4 EXECUTIVE PANEL DISCUSSIONS 1 5 4. Dr. Terry Raney Senior Vice President, CACI Dynamic Systems Inc. 5. Charlie Williams Jr. Former Director, Defense Contract Management Agency; President, CWilliams LLC 15 16 Expand your network, make connections! EDUCATION IS NOT THE ONLY BENEFIT OF YOUR WORLD CONGRESS ATTENDANCE. OPENING RECEPTION NETWORKING & SOCIAL EVENTS Sunday, July 26 « 5:00pm–6:30pm « Longhorn Hall A-C Celebrate the kickoff of World Congress 2015 and the opening of the exhibit hall with us! Join Sunday’s keynote speaker, along with event chair Richard T. Ginman, new NCMA President Penny White, and NCMA Executive Director Michael Fischetti, as they conduct the ribboncutting ceremony. Then enter the exhibit hall to enjoy a drink and hors d’oeuvres, check out the 2015 sponsors and exhibitors, and begin networking with the 1,600+ contract management professionals also in attendance. Don’t forget the treasure hunt! The first person to complete it will receive a special prize. Sponsored by VIRTUAL CHAPTER MEET-UP Sunday, July 26 « 5:30pm–6:30pm « NCMA Booth « Longhorn Hall A-C Have you always wanted to be involved in an NCMA chapter, but you don’t live near one? Come check out the NCMA Virtual Chapter—a chapter without borders! Anyone who is interested in the Virtual Chapter should stop by the NCMA booth in the exhibit hall to discuss the 2015–2016 program year goals and new program initiatives. NEW! NEWCOMERS NETWORKING RECEPTION Sunday, July 26 « 6:00pm–7:30pm « Room: Dallas 5–7 NCMA invites first-time World Congress attendees and new NCMA members to the Newcomers Networking Reception! This will be an opportunity to meet NCMA leadership and staff and hear how you can make the most of your time at this four-day education event. Afterward, attendees are invited to Communities Night in Texas C to enjoy a drink and hors d’oeuvres and learn more about the benefits of NCMA membership. COMMUNITIES NIGHT Sunday, July 26 « 6:30pm–7:30pm « Room: Texas C Join us to explore our NCMA communities: the Women’s Forum Community, Advancing Professionals Community, and Contract Management Leadership Development Program Alumni Community. Network with like-minded individuals, reconnect with old friends, and make some new ones. NEW THIS YEAR, visit the NCMA table to suggest a new community such as a diversity community, small business community, or healthcare community– we want to hear from you! 16 World Congress 2015 17 WORLD CONGRESS ANNUAL AWARDS GALA Sponsored by Monday, July 27 « 6:30pm–10:30pm « Glass Cactus You won’t want to miss this night of live entertainment including awards presentations, armadillo racing, cigar rolling, and country line dancing, along with an interactive buffet dinner and dessert! Those attending are encouraged to wear “country casual”—the more hats, boots, and denim, the better. Transportation provided. Tickets still available—stop by the registration desk! NETWORKING & SOCIAL EVENTS ncmaworldcongress.org 17 18 CMLDP ALUMNI COMMUNITY BOOK DISCUSSION Tuesday, July 28 « 7:00am–7:45am « Del Rio 3, Lone Star Atrium NETWORKING & SOCIAL EVENTS Join the Contract Management Leadership Development Program (CMLDP) Alumni Community for their next book club meeting! The book that will be discussed is Getting Things Done by David Allen. Please feel free to join whether you’ve had a chance to read the book or just want to learn more about it! NEW! WOMEN’S FORUM GOLF OUTING Tuesday, July 28 « 5:30pm–8:30pm « Bear Creek Golf Club Everyone is invited to join the Women’s Forum Community for a golf clinic and dinner at Bear Creek Golf Club. Transportation is included. Tickets still available, but space is limited— stop by the registration desk! TUESDAY NIGHT OUTING Tuesday, July 28 « 6:00pm–10:00pm « Downtown Grapevine Get a group together to explore all that downtown Grapevine, Texas has to offer with your fellow World Congress attendees. We’ll provide the transportation and a specialized map with our recommendations on things to do. Local shops and restaurants are offering discounts to those who show their badges. VIP RECEPTION (BY INVITE ONLY) Sponsored by Wednesday, July 29 « 4:30pm–6:30pm « Dallas 5-7 NCMA and Bloomberg Government will host a VIP Reception on Wednesday evening. Join both NCMA leadership and attendees to wrap up the events with a lively reception, including a Texas margarita station, tequila tasting, and light hors d’oeuvres. Stop by the Bloomberg booth in the Exhibit Hall to secure an invite. Hope to see you there! 18 World Congress 2015 19 Maximize on education— attend a National Education Seminar! NCMA OFFERS TWO CONCURRENT SEMINARS ON THURSDAY, JULY 30. NCMA Member: $345 Nonmember: $395 Choose one of the two seminars below. Every National Education Seminar participant will receive a copy of the seminar’s book and corresponding workbook. NEW! CONTRACT CHANGES, DISPUTES, AND TERMINATIONS— MASTERING THE FUNDAMENTALS SUBCONTRACT MANAGEMENT FROM A TO Z Speaker: Roy Nyquist, CPCM, Fellow Speaker: Donald Shannon, CPCM, CFCM, Fellow ncmaworldcongress.org JIM KIRLIN Contract changes are inevitable and must be anticipated and properly managed. Contract Changes, Disputes, and Terminations— Mastering the Fundamentals provides the information you need to handle any and all ambiguities, differences of opinion, or potential and real conflicts between the parties. These can arise by verbal discussion, letter, the proposal, the basic contract, or any of its subsequent modifications. They can involve everything from the interpretation of the statement of work to the minutes of a meeting. Changes can also come from various sources—some with the authority to make them and sometimes not. They can impact the success of your contract as well as the relationship between the parties. Subcontract Management From A to Z examines the subject of subcontract management in the U.S. federal government environment, and is unique in its focus on the topics that make subcontract management different under a prime government contract. SUBCONTRACT MANAGEMENT FROM A TO Z Room: Dallas 7 Room: Dallas 5 The significance of the practice of subcontract management cannot be understated. It is an essential function of the American contracting system. The reasons for its importance are many, as are the responsibilities of subcontract managers. Subcontract Management From A to Z is a one-day National Education Seminar (NES) that presents subcontract management in the U.S. federal government environment. Subcontract management under a government prime contract is a hybrid between the company’s commercial subcontracting requirements and the federal government’s subcontracting requirements. This seminar is unique in its focus on the topics that make subcontract management different under a prime government contract. SUBCONTRACT MANAGEMENT FROM A TO Z JIM KIRLIN NATIONAL EDUCATION SEMINARS Earn an ADDITIONAL 7 Continuing Professional Education (CPE) hours while you’re in Dallas! 19 20 World Congress 2015 Educational Tracks CUSTOMIZE YOUR TRAINING EXPERIENCE TO SUIT YOUR INDIVIDUAL NEEDS EDUCATION TRACKS World Congress 2015 offers over 100 breakout sessions from more than 15 educational tracks! The tracks were re-categorized and include five that directly align with competencies found in NCMA’s Contract Management Body of Knowledge (CMBOK) and one additional track focused on innovation. With a wide variety of topics, you are sure to find training in your specific areas of interest. Choose to follow the breakouts of one specific track or focus on multiple tracks throughout the event. PRE-AWARD COMPETENCY TRACKS (CMBOK 1.0): Commercial Contracting Practices and Authorities Impacts and changes in best practices and the latest UCC changes, such as minimizing contract risk, improving contract communications, and the benefits of a reverse auction platform. Contract Ethics and Conflicts of Interest Navigate the complexities and nuances of the laws, regulations, and best practices governing the delicate business relationship between buying agency and contractor organization. Environmental Contracting and Sustainability Respect for the environment is a social responsibility, but in the world of contracting, it is also the law. Get the latest information to ensure that your organization is compliant. Legislative and Regulatory Updates in Acquisition Participate in these sessions and get yourself up to date on the most recent legislative and regulatory changes and initiatives. Small Business Programs As a small business, learn how to position yourself and collaborate within the federal market, how to build relationships essential to the growth of your business, and other practical advice for business advancement from leaders within the small business community. ACQUISITION PLANNING AND STRATEGY COMPETENCY TRACKS (CMBOK 2.0): Acquisition Strategy, Planning & Sourcing An acquisition plan reflects the collaboration of the stakeholders. Explore the level of detail required for your acquisition based on the dollar value, complexity, and other factors. Cost and Price Analysis Improve your ability to synthesize various relevant data factors, including audit and pre-award reports; to develop justifiable positions; and to negotiate fair prices and delivery schedules using solid cost and price analysis. Learn more about cost reimbursement–type contracts, price indexes, TINA, and other relevant guidance. Foreign Acquisition Strategies Doing business outside the United States requires more than offering your products/services for sale or issuing a routine request for proposal. Learn to identify the key factors for success in expanding your markets outside the country. Negotiation and Alternative Dispute Principal Strategies Fundamental skills needed to be an effective negotiator, including understanding each party’s respective motivations and various skills and methods for managing conflicts in contracting. Source Selection Policies and Best Practices Discover how to manage as well as compete in a formal source selection process. Learn to determine when one evaluation factor should prevail over another or when best value (including LPTA) is appropriate. Gain a better understanding of Sections L and M of the RFP and strategies for success. POST-AWARD COMPETENCY TRACKS (CMBOK 3.0): Contract Disputes, Suspension, Terminations and Debarment Techniques and processes to use when contractual disagreements escalate from best to worst case. Contract Performance and Administration Key strategies for successful contract management, performance, and oversight, as well as various remedies for potential failures. Subcontract Management These sessions focus on the critical issues, current trends, and hot topics within subcontracting and subcontract management, including the unique prime/sub relationship, government privity, and subcontracting compliance responsibilities. 20 World Congress 2015 21 SPECIALIZED KNOWLEDGE AREAS COMPETENCY TRACK (CMBOK 4.0): Technology and Innovation Explore the use of innovation and technology in the contracting organization and the techniques unique to the future of the profession. Performance-Based Services Acquisition The customer gets the best value and the contractor has the best opportunity for profitability when the requirement is performance-based and clearly written. See examples of how this simple concept applies. Business and Proposal Development What your organization needs to know to effectively identify, pursue, and compete for business opportunities and to best manage the proposal process. General Business (NEW) Recent MBA grad? You can skip this track. If not, come and get a refresher on the business skills that contract managers need to hone and maintain. Risk Assessment and Mitigation Learn how to better measure, manage, and mitigate the vulnerabilities and risks associated with your acquisitions. ACQUISITION INNOVATION TRACK: Case Studies and Experiential Learning: Lessons Learned in the Real World Valuable and actual perspectives and lessons learned from those who have gone through the acquisition process. Learn by example of challenges, successes, and failures from experienced contract management professionals. CPCM: Contract Management Body of Knowledge (CMBOK) Review The Certified Professional Contracts Manager (CPCM) examination is based on the competencies of the CMBOK. Learn more about the five major competency areas and how many exam questions come from each. Do you need to modernize acquisition? Over 50,000 acquisition professionals within federal civilian, defense and intelligence agencies rely on Compusearch’s PRISM software solution. TM EDUCATION TRACKS BUSINESS COMPETENCY TRACKS (CMBOK 5.0): Engaged 1102s. Acquisition professionals’ ability to comply with regulations without very time consuming workarounds depends on a system proven effective by other 1102s. PRISM has been proven easy-to-learn and effective by over 50,000 federal acquisition professionals. Empowered Policymakers. Policymakers need the fexibility to make policy changes and the ability to drive compliance. PRISM is the only contract-writing system that provides policymakers fexibility while preserving control. Confdent Acquisition Leaders. Budget, morale, and ultimately agencies’ missions can be damaged by contract-writing-system delays, outages, and shortcomings. The initial operating capability, uptime, ROI, and overall track record of PRISM are unrivaled. Join us in Booth 401 or Breakout Session A13, Paperless Contracting: The Mandates, Benefts, Challenges & Best Practices ncmaworldcongress.org 21 22 AGENDA: MONDAY 7:00am–8:00am 8:00am–9:00am Keynote Address « Texas AB Ballroom 9:00am–10:30am Executive Panel Discussion « Texas AB Ballroom 10:30am–11:15am Refreshment Break with Exhibitors « Longhorn Hall A-C 11:15am–12:30pm 15 Concurrent Breakout Sessions A01 MANAGING RISK IN B2B CONTRACTING Austin 4/5 A02 BECOMING A CUSTOMERFOCUSED ORGANIZATION Austin 6 ACQUISITION FROM NONPROFIT AGENCIES UNDER THE ABILITYONE PROGRAM—THE FAR PART YOU NEED TO KNOW ABOUT Dallas 3/4 A04 OVERCOMING THE TOP 10 CHALLENGES TO RE-WINNING YOUR GOVERNMENT CONTRACT Dallas 6/7 A05 A06 EXPLAIN YOURSELF— PLAIN LANGUAGE RULES IN CONTRACT INTERPRETATION San Antonio 1 A07 DRIVING EFFICIENCY THROUGH FLEXIBLE STANDARDIZATION IN CONTRACT MANAGEMENT San Antonio 6 A08 A09 CONTRACT MANAGEMENT AS A CRITICAL BUSINESS FUNCTION Texas 2 A10 A PROCUREMENT HOUSE BUILT ON SAND: ACQUISITION POLICY LESSONS LEARNED Texas 3 A11 A12 A13 A14 A15 ALL THE GOV CON NEWS FIT TO SPEAK ABOUT Texas 4 Texas 5 COMMERCIAL RISK MITIGATION A03 Texas 1 THE REAL REASON PRICE MATTERS PAPERLESS CONTRACTING: THE MANDATES, BENEFITS, CHALLENGES, AND BEST PRACTICES Texas 6 CONTRACTORS ARE FROM MARS, THE GOVERNMENT IS FROM VENUS—CAN WE GET ALONG? Texas C 12:30pm–2:00pm Networking Lunch with Exhibitors (Sponsored by Compusearch) « Longhorn Hall A-C 2:00pm–2:30pm Coffee and Dessert with Exhibitors « Longhorn Hall A-C 2:30pm–3:45pm 15 Concurrent Breakout Sessions CONSTRUCTING A SUCCESSFUL SUSTAINABLE ACQUISITION PROGRAM TO MEET FEDERAL SUSTAINABILITY MANDATES Dallas 5 SELECT THE BEST VALUE CONTRACTOR WHILE DETERRING CORRUPTION Texas D B01 ADDRESSING THE MYSTERIES OF SMALL BUSINESS SET-ASIDES WITHIN THE GSA MULTIPLE AWARD SCHEDULES PROGRAM Austin 4/5 B02 CONTRACTING OFFICER: THE FAST TRACK Austin 6 B03 PRICING ARRANGEMENTS: CHOOSE YOUR CONTRACT TYPE AND APPROPRIATE INCENTIVES WISELY, AND REDUCE YOUR RISK Dallas 3/4 B04 MAXIMIZING PROFIT BY CATEGORIZING CONTRACTOR-ACQUIRED PROPERTY Dallas 6/7 B05 B06 COST RECOVERY ISSUES AFTER A TERMINATION FOR CONVENIENCE San Antonio 1 B07 FEDERAL CONTRACTING OUTLOOK FOR 2015 AND BEYOND San Antonio 6 B08 CONTRACTOR PERFORMANCE INFORMATION: THE KEY TO THE DEPARTMENT OF DEFENSE SUPERIOR SUPPLIER PROGRAM Texas 1 B09 INDIRECT RATE CYCLE: FACTORS THAT DRIVE YOUR INDIRECT RATES AND IMPACT YOUR PROPOSAL Texas 2 B10 B11 B12 B13 B14 BASIS OF ESTIMATE— NO LONGER JUST A “NICE TO HAVE” PROPOSAL REQUIREMENT Texas C B15 OBJECTIVELY DEBATING THE MERITS OF PREFERENTIAL PROCUREMENT POLICIES Dallas 3/4 C04 DON’T JUST PRICE— PRICE TO WIN IT! Dallas 6/7 C05 HOW TO FIND THE FAR ANSWER C09 SHAKEN NOT STIRRED: ADDRESSING BLENDED RATES AND COMPENSATION LIMITS Texas 2 C10 MARKET INTELLIGENCE FOR ACQUISITION DECISION-MAKING Texas 6 C14 C15 COUNTERFEIT ELECTRONIC PARTS, REAL RISKS: UNDERSTANDING THE DOD’S REQUIREMENTS Texas 4 MANDATORY DISCLOSURES: DEVELOPMENTS AND BEST PRACTICES Texas 5 THE CLOUDS ARE MOVING IN— CONTRACTING IN SUPPORT OF THE INTERNET OF THINGS Texas 6 3:45pm–4:00pm Break 4:00pm–5:15pm 15 Concurrent Breakout Sessions EFFECTIVE ADMINISTRATION OF COMMERCIAL CONTRACTS Austin 4/5 C01 C02 C06 7 “MUST KNOW” FUNDAMENTALS TO BEGIN TO IMPLEMENT KNOWLEDGE MANAGEMENT IN YOUR ORGANIZATION San Antonio 1 C07 FINANCIAL ANALYSIS: TOOLS FOR ASSESSING THE FINANCIAL HEALTH OF CONTRACTORS San Antonio 6 C08 C11 C12 C13 BEST (AND WORST) PRACTICES IN TEAMING AGREEMENTS Texas 4 6:30pm–10:30pm 22 Continental Breakfast with Exhibitors « Longhorn Hall A-C THE CONTRACTING OFFICER PODCAST UPDATE Austin 6 Texas 5 THIS IS NOT YOUR DADDY’S PMR C03 Texas 1 GOVERNMENT– INDUSTRY TEAMWORK IN THE AGE OF OVERSIGHT Dallas 5 WELCOME TO THE REDESIGNED ACQUISITION.GOV Texas 3 EVALUATING DATA RIGHTS IN SOURCE SELECTIONS— MAPPING UNCHARTED TERRITORY Texas D INTRODUCTION TO THE NCMA CONTRACT MANAGEMENT BODY OF KNOWLEDGE (CMBOK) Dallas 5 COST OR PRICING DATA—MEETING THE REASONABLE/REALISM CHALLENGE Texas C LABOR CONTRACTING IN FLUX: NEW EXECUTIVE ORDERS, SERVICE CONTRACT ACT, AND REGULATIONS DECODED Texas 3 A SYSTEMS-BASED APPROACH TO CONTRACTING IN A DYNAMIC ENVIRONMENT Texas D Annual World Congress Awards Gala‡ (Sponsored by American Public University) « Glass Cactus World Congress 2015 23 Monday, 11:15am–12:30pm MANAGING RISK IN B2B CONTRACTING Session A01 « Commercial Contracting Practices & Authorities « Austin 4/5 « Basic This session reviews the complete risk management process and cycle. Learn to identify the elements of risk, as well as categories, types, probability, and consequences of risk. Hear how to identify, review, evaluate and manage risks throughout the contract life cycle. BECOMING A CUSTOMER-FOCUSED ORGANIZATION Session A02 « Case Studies & Experiential Learning: Lessons Learned in the Real World « Austin 6 « Basic Tracy Marcinowski, Director, Acquisition Policy, GSA “Do more with less” seems to be the motto these days, but is your organization ready? Everyone is looking for the best products and services to support their mission. The only way to survive in a world where less is more and competition is fierce is to become a customer-focused organization. Learn how to effectively manage customers’ expectations and turn your relationship into a partnership. ACQUISITION FROM NONPROFIT AGENCIES UNDER THE ABILITYONE PROGRAM—THE FAR PART YOU NEED TO KNOW ABOUT Session A03 « Acquisition Strategy, Planning & Sourcing « Dallas 3/4 « Intermediate Session A05 « Environmental Contracting & Sustainability « Dallas 5 « Basic Brianna Durkin, GWCCM, Contracts Specialist, Battelle Memorial Institute, PNWD Recommended methods are suggested to help federal contractors meet Executive Order mandates for contract actions to be compliant with sustainable purchasing requirements such as recycled, biobased, energy-efficient, etc. Best practices include creating contractual provisions, providing education and Acquisition Guidelines to contracting and technical staff, and collaboration with a contractor’s Environmental team and external resources. EXPLAIN YOURSELF—PLAIN LANGUAGE RULES IN CONTRACT INTERPRETATION Session A06 « Contract Disputes, Suspension, Terminations & Debarment (NEW) « San Antonio 1 « Intermediate Alicia Rigdon, JD, General Counsel & Director of Contracts, Marotta Controls Inc. Every contracting professional dreads when the question “Is that really in the contract?” pops up. We hope that everything in the contract is clear, but when it isn’t, beware. Often a term, clause, product description, or service could have had a clearer explanation. This session will take a look at instances where this can happen and provide tools and approaches for these issues when they arise. Chuck Guta, Key Account Manager DoD/Army, SourceAmerica Marie McManus, DoD/Air Force Key Account Manager, SourceAmerica Nathan Short, Quality Control Manager, Professional Contract Services Learn about an acquisition strategy solution that is unique and relatively unknown among acquisition professionals—FAR Part 8.7. Understand the procedures put in place by the Committee for Purchase from People Who Are Blind or Severely Disabled (41 CFR Chapter 51) (now known as the U.S. AbilityOne Commission), which implements and guides the policies of the AbilityOne Program. ® Buchanan & Edwards is a trusted advisor to the federal government, helping them solve existng problems, create new possibilites and serve citzens more efectvely through technology. OVERCOMING THE TOP 10 CHALLENGES TO RE-WINNING YOUR GOVERNMENT CONTRACT Session A04 « Business & Proposal Development « Dallas 6/7 « Intermediate Big Data & Analytcs Collaboraton & Social Enterprise Infrastucture Mobile Mission Systems Richard Agopsowicz, Managing Director, RGovAccess (A Robbins Gioia Capability) Cybersecurity MONDAY BREAKOUT SESSIONS Holly Walker, CPCM, Instructor and Consultant, Corporate Learning Solutions CONSTRUCTING A SUCCESSFUL SUSTAINABLE ACQUISITION PROGRAM TO MEET FEDERAL SUSTAINABILITY MANDATES Based on observations across over 500 government contract competitions, a panel of former government procurement source selection evaluators, and the latest government acquisition trends, we discuss the top 10 typical incumbent challenges and ways to overcome them, while sorting myth from fact. This drives us to five management focus areas to overcome nearly all of these challenges with little additional corporate resource commitments. www.buchanan-edwards.com ncmaworldcongress.org 23 24 DRIVING EFFICIENCY THROUGH FLEXIBLE STANDARDIZATION IN CONTRACT MANAGEMENT Session A07 « General Business (NEW) « San Antonio 6 « Intermediate MONDAY BREAKOUT SESSIONS Cynthia Zieman, MPP, CPCM, Sr Acquisition Analyst, Integrity Management Consulting Standardization and centralized systems and processes drive efficiencies that lead to cost savings and greater quality. However, a measured approach is needed. This session will discuss how a measured approach to standardization balances the needs of seasoned and new contracting officers to avoid starting each new requirement from scratch, but have flexibility to tailor contracts to their particular project. THE REAL REASON PRICE MATTERS Session A08 « Cost & Price Analysis « Texas 1 « Basic Jason Rupinski, Price-to-Win Strategist, Leidos An integral part of the proposal process is the cost/price volume; yet, often this is the last volume to get completed. Review the government versus business definitions of cost and price, followed by an exploration why cost/price really matters. Learn to identify how and why each section of the uniform contract format impacts cost/price and the implications on your business. Also, hear about common cost/ price volume mistakes and considerations in achieving a compliant submission. CONTRACT MANAGEMENT AS A CRITICAL BUSINESS FUNCTION Session A09 « Contract Performance & Administration « Texas 2 « Basic Rob Austin, CFCM, Director, Baker Tilly Jennifer Thorson, Manager, Baker Tilly Contract management is an important (but often overlooked) business function that is critical to the long-term success of government contractors. During this session, we examine challenges faced by government contractors related to contract management and administration. We offer insights regarding best practices employed by the nation’s leading contractors, while highlighting the risks and implications of noncompliance. This is an introductory-level session. A PROCUREMENT HOUSE BUILT ON SAND: ACQUISITION POLICY LESSONS LEARNED Session A10 « Legislative & Regulatory Updates in Acquisition « Texas 3 « Intermediate James Trudeau, CPCM, CFCM, Senior Procurement Analyst, U.S. Patent and Trademark Office James Waterman, JD, CFCM, CCCM, Manager, Grant Thornton LLP Agency mission success depends upon, among other things, a healthy, mature, efficient, and effective procurement office. An effective procurement office, in turn, requires a strong policy framework as a foundation. Developing a policy framework that enables an effective procurement office requires a number of things, including defining the policy development process, developing a “policy on policy,” engaging stakeholders, proper training, and capturing research and findings. Deltek is Proud to Sponsor NCMA World Congress! Increase effciency and lower costs with Deltek’s contract lifecycle management solution. Learn more at deltek.com/clm Innovative solutions for tomorrow. Achieving results today. Stop by booth #619 to check out our CLM solution and enter for your chance to win a GoPro Hero 4! cgi.com/usfederal 24 World Congress 2015 25 Session A11 « Legislative & Regulatory Updates in Acquisition « Texas 4 « Basic Eric Crusius, Counsel, Miles & Stockbridge Hear an overview of all of the regulatory and other changes in the government contracts world since last year’s World Congress. The session will focus on rapid developments in labor, cyber, small business, the bid protest landscape, and any other breaking news. We will end with predictions for 2015–2016. COMMERCIAL RISK MITIGATION Session A12 « Risk Assessment & Mitigation « Texas 5 « Basic Gregg Rupkalvis, CPCM, CCCM, ICCM-D III, DAWIA III, Contracts Manager, Womack Machine Supply Co Discuss the applicability of commercial risk management as specific clauses that may impact both the commercial and federal contracting process. PAPERLESS CONTRACTING: THE MANDATES, BENEFITS, CHALLENGES, AND BEST PRACTICES Session A13 « Technology & Innovation « Texas 6 « Intermediate John Bashista, Director, Office of Acquisition, Management, U.S. Environmental Protection Agency Reid Jackson, Chief Executive Officer, Compusearch Paperless contracting is the process of acquiring products and administering grants using modern information technology and paper only by exception. Based on the experiences of leading agencies, those who are a bit behind can be confident that paperless contracting will drive better deals, productivity increases, and compliance—and capture tacit knowledge. There are common challenges (e.g., reluctance to change, security concerns), but best practices address them and continue to strengthen. ncmaworldcongress.org CONTRACTORS ARE FROM MARS, THE GOVERNMENT IS FROM VENUS—CAN WE GET ALONG? Session A14 « Contract Performance & Administration « Texas C « Intermediate Michelle Currier, CPCM, CFCM, Fellow, Professor of Contract Management, DAU Heather Dallara, Fellow, Senior Director, General Dynamics Information Technology Inc. Although both government and industry wish to provide the best goods and services to the war fighter, each side has goals they need to achieve during contract award and performance. What happens when goals are in conflict? Resolution and compromise are possible with risk identification, communication, and relationship-building. Speakers from both government and industry will roll up their sleeves, duke it out, and start talking to one another. Come join us for a lively interactive session. SELECT THE BEST VALUE CONTRACTOR WHILE DETERRING CORRUPTION Session A15 « Source Selection Policies & Best Practices (NEW) « Texas D « Intermediate MONDAY BREAKOUT SESSIONS ALL THE GOV CON NEWS FIT TO SPEAK ABOUT William Curry, CPCM, Fellow, President, WSC Consulting Federal acquisition professionals struggle to make rational cost/ technical tradeoff decisions during selection of best value proposals. DOD’s acknowledgement of the difficulty of such decisions was reported in a 2010 GAO report. Although GAO recommended enhanced training to strengthen DOD’s best-value tradeoff decisions, the presenter will demonstrate an alternative proposal scoring process that clearly identifies the best-value contractor while deterring corruption. 25 26 Monday, 2:30pm–3:45pm MONDAY BREAKOUT SESSIONS ADDRESSING THE MYSTERIES OF SMALL BUSINESS SET-ASIDES WITHIN THE GSA MULTIPLE AWARD SCHEDULES PROGRAM 26 Session B01 « Small Business Programs « Austin 4/5 « Intermediate G. Thomas Benton, Senior Procurement Analyst, GSA/FAS Office of Acquisition Management Federal agencies who utilize the GSA Multiple Award Schedules (MAS) have always had the capability to count dollars awarded to qualified small businesses toward their agency’s socioeconomic goals. However, prior to Nov 2011, small business set-asides were not allowed under Federal Supply Schedule contracts. Section 1331 of the 2010 Jobs Act changed this scenario by implementing the ability to conduct small business set-asides within the MAS Program. This session unlocks all the answers to your GSA SB set-aside questions. CONTRACTING OFFICER: THE FAST TRACK Session B02 « Case Studies & Experiential Learning: Lessons Learned in the Real World « Austin 6 « Basic Dr. Mary Ann Wangemann, Fellow, CPCM, PMP, Statewide Director, Acquisition and Contract Management Programs, University of Virginia The Federal Acquisition Institute, Defense Acquisition University and University of Virginia have partnered to provide a new contracting officer pilot development program for people wishing to secure positions in the federal government as contracting officers and specialists. This presentation is by the UVA Director of the Federal Acquisition Certificate program and will cover the requirements for the program and answer questions. The program is ideal for recent graduates, returning veterans, and career-changers. MAXIMIZING PROFIT BY CATEGORIZING CONTRACTOR-ACQUIRED PROPERTY Session B04 « Business & Proposal Development « Dallas 6/7 « Intermediate Geoffrey Lawson, Esq., LLM, Senior Associate Contracts Specialist, Sikorsky Aircraft Corporation This presentation will discuss recent rule changes and case decisions that affect the categories of contractor-acquired property. Based on these recent developments, contractors will learn how to categorize contractor-acquired property in proposals and contracts in order to obtain the most profit available under the weighted guidelines. Furthermore, contracting officers will learn how to ensure that contractors are appropriately categorizing contractor-acquired property. NCMA published the presenter’s article on this subject in its Contract Management Magazine October 2014 issue. GOVERNMENT–INDUSTRY TEAMWORK IN THE AGE OF OVERSIGHT Session B05 « Contract Ethics & Conflicts of Interest « Dallas 5 « Intermediate Deidre (Dee) A. Lee, CPCM, Fellow, VP, Operations, Government Group, Fluor Corporation Ronald Smith, CPCM, CPM, Fellow, President, Ronald Smith Contracts, Inc. The presenters will discuss the nature of the government-industry market relationship, both in context of the current legal and regulatory framework and also in historical context. The session will describe the transition from the more open framework of acquisition reform in the mid-90s to an oversight model today. Learn practical methods for focusing on contract performance within the current oversight-based framework. PRICING ARRANGEMENTS: CHOOSE YOUR CONTRACT TYPE AND APPROPRIATE INCENTIVES WISELY, AND REDUCE YOUR RISK Session B03 « Acquisition Strategy, Planning & Sourcing « Dallas 3/4 « Intermediate Jo Cunningham, CFCM, Fellow, C.P.M., Prime Contract Administrator, Sandia National Laboratories Major pricing arrangements and variations, as well as incentives options and their effect on risk mitigation, will be covered extensively. Discussion includes exploring customer requirements, evaluating contractor accounting systems limitations, and determining if you need audit assistance. The session will also cover complexity, project management requirements, and funding availability. Exercises include evaluating situational requirements, making decisions, and potential impacts of those decisions. World Congress 2015 27 CONTRACTOR PERFORMANCE INFORMATION: THE KEY TO THE DEPARTMENT OF DEFENSE SUPERIOR SUPPLIER PROGRAM Session B08 « Contract Performance & Administration « Texas 1 « Intermediate The Navy has implemented a Superior Supplier Incentive Program to reward suppliers that demonstrate exemplary performance. Contractor performance information in the CPARS is used as the criteria for selection to the program. This session will provide an overview of contractor performance information. The speakers will discuss the structure of the CPARS report, current policy and practice issues, and lessons learned and best practices in managing contractor performance information. INDIRECT RATE CYCLE: FACTORS THAT DRIVE YOUR INDIRECT RATES AND IMPACT YOUR PROPOSAL Session B09 « Contract Performance & Administration « Texas 2 « Advanced Darrell Hineman, CPA, CFE, Director, CohnReznick Kristen Soles, CPA, Partner, CohnReznick COST RECOVERY ISSUES AFTER A TERMINATION FOR CONVENIENCE Explore the budgeting process for submitting forward pricing rates to the government in support of future proposals and submitting final indirect rates. Hear the benefits of standardizing the process and methods for preparing indirect rates using common approaches. Learn about various rate structures and forecasting methods commonly applied in the government contracting environment. WELCOME TO THE REDESIGNED ACQUISITION.GOV Session B06 « Contract Disputes, Suspension, Terminations & Debarment (NEW) « San Antonio 1 « Advanced Session B10 « Legislative & Regulatory Updates in Acquisition « Texas 3 « Basic Leslie Anderson, Program Manager, BAE Systems Jeffrey DuVal, CFE, Vice President, The Kenrich Group LLC Dan Briest, PM Acquisition.gov, GSA Hear about cost recovery for government contractors that are terminated for convenience. This session will include an overview of the applicable Federal Acquisition Regulation (FAR) guidelines, including FAR Part 49 and FAR 31.205.42. It will also review some cost issues that are unique to terminations and the process of preparing and auditing termination settlement proposals. Finally, it will discuss the process of negotiating and settling these proposals. FEDERAL CONTRACTING OUTLOOK FOR 2015 AND BEYOND Session B07 « General Business (NEW) « San Antonio 6 « Basic Brian Friel, Senior Contracts Analyst, Bloomberg Government The decline in federal spending is leveling off, one of several favorable trends for contractors seeking opportunities in 2015 and beyond. Hear about major procurement trends and the top spending categories, funding agencies, and prime contractors likely to dominate in the next few years. The session also includes an analysis of small-business trends, competition dynamics, and the top contracting vehicles. It also reviews key budget issues to watch. Learn about the newly redesigned acquisition.gov website. Insight into new functionality and search capabilities for the Federal Acquisition Regulation will be shared with the audience. COUNTERFEIT ELECTRONIC PARTS, REAL RISKS: UNDERSTANDING THE DOD’S REQUIREMENTS Session B11 « Legislative & Regulatory Updates in Acquisition « Texas 4 « Intermediate Vincent Napoleon, Partner, Nixon Peabody LLP A discussion on the Department of Defense’s Final Rule for Contractor Counterfeit Electronic Part Detection and Avoidance System. MANDATORY DISCLOSURES: DEVELOPMENTS AND BEST PRACTICES MONDAY BREAKOUT SESSIONS John Dobriansky, CPCM, Fellow, Procurement Policy and Review, U.S. Department of Justice, Justice Management Division, Deputy Assistant Attorney General for Administration Dr. Rene Rendon, CFCM, CPCM, CPSM, PMP, Fellow, Associate Professor, U.S. Naval Postgraduate School Session B12 « Risk Assessment & Mitigation « Texas 5 « Intermediate William Bressette, CPCM, CFCM, CCCM, Principal, Baker Tilly Robert J. Sherry, Partner, Morgan, Lewis & Bockius LLP This interactive session will highlight developments in the Mandatory Disclosure Rule with a particular focus on disclosures made to the GSA OIG under the Rule. Topics include the requirements of the rule, the growth of and development of the rule and disclosure programs at major agencies, assessing the need to disclose pricing and other issues, and best practices for successfully resolving disclosures. ncmaworldcongress.org 27 28 THE CLOUDS ARE MOVING IN—CONTRACTING IN SUPPORT OF THE INTERNET OF THINGS Session B13 « Technology & Innovation « Texas 6 « Basic MONDAY BREAKOUT SESSIONS Eric Niemann, Senior Managing Consultant, IBM This interactive session will focus on discussing critical contracting considerations associated with the emergence of cloud, mobile, analytical, social/collaborative, and security technologies. The rapid proliferation of cloud offerings and mobile devices have created a new paradigm in the acquisition/purchasing arena that present a set of unique challenges, as well as exciting possibilities for contract management professionals. Come get prepared for the impending “Internet of Things.” BASIS OF ESTIMATE — NO LONGER JUST A “NICE TO HAVE” PROPOSAL REQUIREMENT EVALUATING DATA RIGHTS IN SOURCE SELECTIONS—MAPPING UNCHARTED TERRITORY Session B15 « Source Selection Policies & Best Practices (NEW) « Texas D « Advanced Gene Pickarz, CPCM, Team Chief, COMM-NISP Contracts, National Reconnaissance Office Learn the unique issues, evaluation areas, and skill sets related to data rights and their evaluation in competitive source selections. Hear basic principles, ground rules, and examples with a lessons-learned focus to enable you to use this powerful discriminator in source selection. Both industry and government will benefit from the perspective of what the government expects and what industry should or should not provide. Monday, 4:00pm–5:15pm Session B14 « Cost & Price Analysis « Texas C « Intermediate Tom Reid, CPCM, Fellow, Chief Problem Solver, Certified Contracting Solutions, LLC The basis of estimate (BOE) is too often treated as a “nice-to-have” part of a proposal. As more agencies begin to demand them, there tends to be insufficient expertise to develop a proper BOE and use it as the important communication tool it is in establishing baselines, tracking progress, negotiations, claim preparation, and when necessary, termination settlements. A class exercise is included. Each attendee will develop a simple BOE and understand the different forms and formats. EFFECTIVE ADMINISTRATION OF COMMERCIAL CONTRACTS Session C01 « Commercial Contracting Practices & Authorities « Austin 4/5 « Basic Holly Walker, CPCM, Instructor and Consultant, Corporate Learning Solutions This session explores the core of administering and managing commercial contracts. It reviews the entire contract management life cycle and aspects of administration, and ends with an attendee discussion of experiences and lessons learned. Join BVTI at NCMA 2015 World Congress 26 JULY SUN DAY Come to Booth 515 and get a frst hand look at ValuePath - our of-the-shelf, full-life cycle acquisition software that powers the IC ARC and DHS Acquisition Forecast System (APFS) 27 Visit Boo with BV th 5 15 TI in Mee tw A cqui ith ou DAY Fore sition a r cast n Expe d rts Mee JULY t wi TUE t B SDA i g Y Data h our A u Com plia and Pric dit, nce Expe ing rts JULY MON 28 703.229.4200 [email protected] Now Hiring Acquisition and Program Management Specialists 28 World Congress 2015 29 THE CONTRACTING OFFICER PODCAST UPDATE DON’T JUST PRICE—PRICE TO WIN IT! Session C02 « Case Studies & Experiential Learning: Lessons Learned in the Real World « Austin 6 « Intermediate Session C04 « Business & Proposal Development « Dallas 6/7 « Intermediate Kevin Jans, CFCM, Co-host, Contracting Officer Podcast Paul Schauer, Co-host, Contracting Officer Podcast Jason Rupinski, Price-to-Win Strategist, Leidos Price communicates more than just the offer’s bottomline number for goods or services; it provides an offeror’s commitment that carries with it an implied understanding of the customer, the competition, and the company’s assessment of the work and associated risks involved in completing the contemplated effort. For this reason, pricing is not a last-minute artifact of an offeror’s proposal but a detailed and well– thought out strategy involving the discipline of price-to-win! OBJECTIVELY DEBATING THE MERITS OF PREFERENTIAL PROCUREMENT POLICIES INTRODUCTION TO THE NCMA CONTRACT MANAGEMENT BODY OF KNOWLEDGE (CMBOK) Sawsan Abutabenjeh, PhD, Assistant Professor, Miami University, Center for Public Management and Regional Affairs Stephen Gordon, PhD, FNIGP, CPPP, Program Director, Graduate Certificate in Public Procurement and Contract Management, Old Dominion University Norma J. Hall, FNIGP, CPPO, CPPB, CPM, Procurement Director for Commodities and Service Contracts, State of South Carolina Dr. Ralph Criss, CPCM, C.P.M., Sr. Fellow, Fluor Corporation Session C03 « Acquisition Strategy, Planning & Sourcing « Dallas 3/4 « Basic Co m Bo e V ot is h it #9 U 15 s Policies favoring specified categories of vendors have been a point of contention in contract management for a long time. Advocates and opponents of such policies have debated their effects, using largely rhetorical arguments rarely based in fact or unbiased analysis. Session leaders will present the findings of a recent empirical study of the State of South Carolina’s policies that favor in-state bidders. This session will equip attendees to evaluate actual and proposed preferential procurement policies. Session C05 « CPCM: Contract Management Body of Knowledge (CMBOK) Review « Dallas 5 « Intermediate The session will highlight the significant areas of the CMBOK, giving the attendee a good overview of our Body of Knowledge. There will be time for questions and answers and some tips on how understanding the Body of Knowledge can improve your skill set as a contracting professional. 7 “MUST KNOW” FUNDAMENTALS TO BEGIN TO IMPLEMENT KNOWLEDGE MANAGEMENT IN YOUR ORGANIZATION Session C06 « General Business (NEW) « San Antonio 1 « Basic Bill Kaplan, CPCM, Fellow, Founder, Working Knowledge CSP Introducing knowledge management (KM) into your organization does not have to be complicated, cost money, or take a long time. Learn seven simple yet powerful KM fundamentals that can improve your contracting organzation’s ability to leverage what you know about what you do to improve mission performance at the individual, team, and organization level. You can begin implementing these fundamentals immediately using the guide that you will be provided at the session. FINANCIAL ANALYSIS: TOOLS FOR ASSESSING THE FINANCIAL HEALTH OF CONTRACTORS Session C07 « General Business (NEW) « San Antonio 6 « Basic “The Preferred Trusted Partner” Juanita Rendon, CPA, Lecturer of Accounting, U.S. Naval Postgraduate School Having adequate financial resources to meet the requirements of a contract is crucial. Therefore, conducting a financial analysis on a contractor before awarding a contract is vitally important. To help mitigate contractor risk, financial ratio analysis as well as fraud ratio analysis can be useful tools for assessing the financial health of a contractor. HOW TO FIND THE FAR ANSWER MONDAY BREAKOUT SESSIONS One of the biggest problems with government contracting is the gap in communication between buyer and seller. We created the Contracting Officer Podcast to help fix that. This session provides an overview of the content behind the Contracting Officer Podcast, as well as an explanation of the podcast’s goal of bringing government and industry together. Session C08 « Contract Performance & Administration « Texas 1 « Basic Etta Waugh, CPCM, CFCM, Professor of Contract Management, Defense Acquisition University • Acquisition/Contract Management • Budget & Finance • Program/Project Management • Asset Management & Logistics 8894 Stanford Blvd, Suite 405, Columbia, MD 21045 443.656.6550 • www.premgtcorp.com ncmaworldcongress.org How do we find the answer to contracting questions in the Federal Acquisition Regulation (FAR) System? The FAR System is composed of regulations that have been published and vetted through the rule-making process. However, finding the answer to contract management questions is not a simple task when searching the federal regulations. This session will present a five-step process to research the FAR system and ensure that the answer is sustainable based on the regulations. 29 30 SHAKEN NOT STIRRED: ADDRESSING BLENDED RATES AND COMPENSATION LIMITS Session C09 « Contract Performance & Administration « Texas 2 « Intermediate Brent Calhoon, Partner, Baker Tilly Cara Perrone, Manager, Baker Tilly Multiple regulations surrounding compensation limits since January 2012 have complicated calculating and applying indirect cost rates. This session presents a proven method to calculate a weighted average compensation disallowance that addresses each regulation and produces “blended rates.” The presenters will explain how the calculations can be tailored to a company’s contract mix. In addition, hear about other blended rate methods and how to navigate advance agreements. LABOR CONTRACTING IN FLUX: NEW EXECUTIVE ORDERS, SERVICE CONTRACT ACT, AND REGULATIONS DECODED Session C10 « Legislative & Regulatory Updates in Acquisition « Texas 3 « Intermediate Eric Crusius, VO of Programs - Tysons Corner, Counsel, Miles & Stickbridge Ronald Falcone, EVP, Distributed Solutions Don Platt, Director of Global Benefits, DynCorp International Aaron Raddock, Senior Manager, Baker Tilly Over the last few years, a slew of new regulations, executive orders, and directives have transformed service contracting with the federal government. A lively panel of experienced industry professionals will break down each new requirement and discuss the practical implications for contractors and government professionals. More specifically, we will look at the Fair Pay/Safe Workplaces executive order, updates to the Service Contract Act, the new $10.10 minimum wage, updates to GSA Schedules, and more. BEST (AND WORST) PRACTICES IN TEAMING AGREEMENTS Session C11 « Subcontract Management « Texas 4 « Intermediate Ryan G. Blount, CCCM, Attorney, F&B Law Firm, P.C. Jeffrey Roth, J.D., CPCM, Attorney, F&B Law Firm, P.C. This session focuses on discussion of several prime court cases interpreting written teaming arrangements and their enforceability in different prime/subcontract scenarios involving federal government contracting. Principles discussed are used to create strategies to consider in teaming agreements and a checklist of teaming agreement provisions to allocate potential risks, accurately document the intent of the parties, and avoid costly mistakes. THIS IS NOT YOUR DADDY’S PMR Session C12 « Risk Assessment & Mitigation « Texas 5 « Intermediate Felicia Cannon, CFCM, Level III Certified, Procurement Analyst, General Services Administration Virginia Huth, Director, Office of GSA Acquisition Policy, Integrity & Workforce, General Services Administration Carol Lautzenheiser, Procurement Analyst, General Services Administration Learn how to move your agency from operating tactically to strategically. It’s not about contract files; it’s about programs, processes and outcomes. Learn how rigorous data collection and critical analysis can go hand in hand with stakeholder collaboration and innovation. Agencies will understand how to conduct reviews that address compliance and move from good to great via a maturity model approach. Industry will gain an understanding of the risk models agencies apply to contracts. We Focus on Your Future With affordable tuition and distance learning graduate programs in Contract, Acquisition, Project, Supply Chain, and Business Management, and our newest – Leadership and Management. Stop by our booth to learn more – #713 agu.edu • 1-877-351-9060 • 733 N. Dodsworth Ave, Covina, CA 91724 30 World Congress 2015 31 MARKET INTELLIGENCE FOR ACQUISITION DECISION-MAKING Session C13 « Technology & Innovation « Texas 6 « LOD Deborah Gadsden, Director, Performance Excellence, Veterans Affairs Acquisition Academy COST OR PRICING DATA – MEETING THE REASONABLE/REALISM CHALLENGE Session C14 « Cost & Price Analysis « Texas C « Intermediate Robert Craig, MBA, CFE, Managing Director, BDO USA This session provides an overview of the cost and pricing best-practice techniques used when preparing a proposal for submission to the U.S. government. It will cover everything from proposal development including basis of estimates, direct labor costing techniques, subcontractor quotes, internal reasonableness analysis, indirect rate forecasts, Truth in Negotiations Act compliance and the use of proposal checklists. ncmaworldcongress.org Session C15 « Source Selection Policies & Best Practices (NEW) « Texas D « Intermediate Brad Westergren, Director, YRCI This session examines through comparison of two mini-case studies, the results of two FAR 15.101 solicitations for services, one using the tradeoff procedures (FAR 15.101-1) and the other using the LPTA procedures (FAR 15.101-2). The systems-based, holistic, tradeoff solicitation resulted in early completion under budget that delighted stakeholders. A decade later, the non-system-based LPTA solicitation resulted in terminations, mission degradation, and higher lifecycle costs. MONDAY BREAKOUT SESSIONS This session will discuss the innovative concept of market intelligence in the federal government. Learn how to determine what is in the marketplace, what will be in the marketplace, how government acquisitions can leverage the market place to meet requirements, and how to engage industry. Market intelligence can improve industry and government communications; establish partnerships with industry; and help you gain an understanding of market forces, trends, and the direction industry is moving. A SYSTEMS-BASED APPROACH TO CONTRACTING IN A DYNAMIC ENVIRONMENT 31 32 7:00am–8:00am Continental Breakfast with Exhibitors « Longhorn Hall A-C 8:00am–9:30am Executive Panel Discussion « Texas AB Ballroom 9:30am–10:30am Keynote Address « Texas AB Ballroom 10:30am–11:15am Refreshment Break with Exhibitors « Longhorn Hall A-C 11:15am–12:30pm 15 Concurrent Breakout Sessions AGENDA: TUESDAY D01 THE FALSE CLAIMS ACT—PRACTICAL IMPACTS ON YOU Austin 4/5 D02 A SIX-WEEK PROJECT MORPHS INTO A NINE-YEAR INTERAGENCY GLOBAL OCS PORTFOLIO Austin 6 D03 CONTRACT REVIEW AND FLOW DOWN— THE PRESCRIPTION FOR SUCCESS! Dallas 3/4 D04 CONTRACT MANAGEMENT AND BUSINESS DEVELOPMENT— FINDING COMMON GROUND Dallas 6/7 D05 D06 D07 ENGAGING WITH INDUSTRY TO IMPROVE CONTRACT OUTCOMES San Antonio 6 D08 THE BUSINESS OPERATIONS CENTER AND CONTRACTOR PURCHASING SYSTEM REVIEWS Texas 1 D09 DEPARTMENT OF LABOR ENFORCEMENT ON THE RISE—PREPARING FOR A SERVICE CONTRACT ACT COMPLIANCE AUDIT Texas 2 D10 D12 D13 D14 D15 THE TROUBLE IN TEXAS: PEOPLE OR PROCESS? San Antonio 1 D11 GETTING YOUR SUBCONTRACTORS PAID — “QUICK PAY MAKES FOR FAST FRIENDS” Texas 4 Texas 6 AGILE ACQUISITION: BEYOND THE CMBOK PRICE AND COST ANALYSIS: DOCUMENT YOUR CONTRACT FILES AND IMPRESS AUDITORS Texas C Texas 3 Networking Lunch with Exhibitors (Sponsored by Compusearch) « Longhorn Hall A-C 2:00pm–2:30pm Coffee and Dessert with Exhibitors « Longhorn Hall A-C 2:30pm–3:45pm 15 Concurrent Breakout Sessions E01 WHEN IS A SMALL BUSINESS NOT A SMALL BUSINESS? Austin 4/5 E02 MANAGE YOUR ACQUISITION LIKE A PROJECT: SCHEDULING FOR SUCCESS Austin 6 E03 ADVERSARIAL PARTNERSHIPS: PROGRAM MANAGERS AND CONTRACTING OFFICERS Dallas 3/4 E04 E06 NO FIGHTING: AN OVERVIEW OF CLAIMS, EQUITABLE ADJUSTMENTS, AND DISPUTES San Antonio 1 E07 SIMPLICITY OF NON-DISCLOSURE AGREEMENTS: CONTENTS AND BEST PRACTICES San Antonio 6 E08 MANAGING CHANGE IN CONTINGENCY CONTRACTING Texas 1 E09 COMPLIANCE AND AVOIDING THE FALSE CLAIMS ACT FOR SCHEDULE CONTRACTORS Texas 2 E10 E11 E12 E13 E14 DETERMINING FAIR PROFIT ON EQUITABLE ADJUSTMENTS Texas C E15 GAO BID PROTESTS: INSIGHTS FROM THE F04 EFFECTIVE PRESOLICITATION COMMUNICATION FOR GOVERNMENT AND INDUSTRY Dallas 6/7 F05 CONTRACTOR PURCHASING SYSTEM EFFICIENCIES Texas 4 PROTECTING CONTRACTS FROM PROCUREMENT FRAUD Texas 5 DEFINING THE PROFESSION: THE CULTURE OF THE CONTRACT MANAGEMENT PROFESSION Texas 6 3:45pm–4:00pm Break 4:00pm–5:15pm 15 Concurrent Breakout Sessions E05 ACTING AS ONE: THE ACQUISITION IMPROVING THE DEPARTMENT OF DEFENSE SERVICES ACQUISITION TRADECRAFT Dallas 5 GATEWAY Dallas 6/7 THE BIG CYBER MYSTERY: WHAT CONTRACTING PROFESSIONALS NEED TO KNOW Texas 3 COMPETITIVE NEGOTIATIONS Texas D F01 ANNUAL SMALL BUSINESS UPDATE Austin 4/5 F02 AS NASA EVOLVES, TRANSITIONING TO THE NEW ERA Austin 6 F03 F06 AVOIDING FEDERAL FALSE CLAIMS ACT CLAIMS—RECENT DEVELOPMENTS IN THE LAW San Antonio 1 F07 THE TEAMING APPROACH TO CPSR SURVEILLANCE: WHAT’S IN IT FOR WE? San Antonio 6 F08 THE COST ACCOUNTING STANDARDS AND CONSEQUENCES OF NONCOMPLIANCE Texas 1 F09 SIX CONTRACT CLAUSES YOU SHOULD BE WATCHING Texas 2 F10 F11 F12 F13 F14 F15 THE RISK IN ASSESSING RISK Texas D INSIDE Dallas 3/4 WHAT DOES A CONTRACTING OFFICER WANT? Texas 6 5:30pm–8:30pm Women’s Forum Golf Outing‡ 6:00pm–10:00pm Tuesday Night Outing LEGISLATIVE UPDATES WHAT GOVERNMENT CONTRACTORS NEED TO KNOW ABOUT BID PROTESTS Texas D 12:30pm–2:00pm THE DFARS UCTI CLAUSE—HOW IT IMPACTS THE SUBCONTRACT RELATIONSHIP Texas 4 32 RISK ANALYSIS AND MITIGATION PLANNING FOR SERVICES CONTRACTS Texas 5 TACTICAL NEGOTIATIONS Dallas 5 PERFORMANCEBASED LOGISTICS CONTRACTING: ACHIEVING AFFORDABLE READINESS Dallas 5 ACQUISITION REFORM IN 2015: WHAT MAKES THIS TIME DIFFERENT? Texas 3 NEGOTIATING COSTS WITHOUT SACRIFICING QUALITY, GWACS DRIVE SAVINGS Texas C INTEGRATING CYBER SECURITY REQUIREMENTS INTO SOURCE SELECTION AND CONTRACTS Texas 5 World Congress 2015 33 Tuesday, 11:15pm–12:30pm THE FALSE CLAIMS ACT—PRACTICAL IMPACTS ON YOU Session D01 « Commercial Contracting Practices & Authorities « Austin 4/5 « Advanced The False Claims Act (FCA) creates the potential for liability exposure to government contractors. This session will provide a roundtable discussion explaining the basics of the FCA (what it is and who it impacts), functional issues pertaining to the FCA (e.g. what constitutes a false claim), the current enforcement environment, and strategies for companies to mitigate exposure under the FCA. A SIX-WEEK PROJECT MORPHS INTO A NINE-YEAR INTERAGENCY GLOBAL OCS PORTFOLIO Session D02 « Case Studies & Experiential Learning: Lessons Learned in the Real World « Austin 6 « Intermediate Raed Aweina, Project Manager, Defense Logistics Agency Jeff Covino, CFCM, Chief Operating Officer, Flatter & Associates, Inc. Patience Ibik, Project Manager, Defense Logistics Agency Martina Johnson, Contingency Operations Portfolio Manager and Program Manager for Joint Contingency & Expeditionary Services, Defense Logistics Agency This case study is a follow-up to address participant questions and inquiries from the dynamic 2013 NCMA workshop on the Department of Defense interagency collaboration overseas. This case study will examine how an intended six-week effort matured into a global portfolio with more than 40,000 users. Hear about the contract management, program management, and acquisition challenges and success along the way. CONTRACT REVIEW AND FLOW DOWN—THE PRESCRIPTION FOR SUCCESS! Session D03 « Acquisition Strategy, Planning & Sourcing « Dallas 3/4 « Intermediate Jonene Johanson, CPCM, CFCM, Fellow, Branch Chief, Workforce Development and Analysis, HIll AFB, UT, U.S. Air Force Christine Larrinaga, Senior Manager, Contracts, ATK Launch Systems, Inc. This session discusses the importance of comprehensive contract review and flow downs to your subcontractors. We will share important analysis tools and techniques. We will also discuss the need to fully understand and share your business goals appropriately with the various levels of your suppliers to ensure your own success and support their viability. Session D04 « Business & Proposal Development « Dallas 6/7 « Intermediate Russell Blaine, CPCM, Fellow, PMP, Vice President, Program Development, Wyle This session will explore the unique dynamic between government contract management and industry business defense professionals. The presenter will focus on the role of the government contracting officer as both a consumer and provider of information, and will address the question frequently posed by industry, “Why won’t the contracting officer speak with me?” Attendees will learn how to avoid mixed messages and improve probability of successful procurements. TACTICAL NEGOTIATIONS Session D05 « Negotiation & ADR Principle Strategies « Dallas 5 « Basic Eric Allison, Senior Contracts Administrator, BAE Systems Nydia Rosado, CPCM, Director, Contracts, BAE Systems While most contract management professionals find leading a negotiation exhilarating, others find it nerve-wracking and quickly relinquished to someone else in the team. Negotiating is an integral part of what we do as contracting professionals. This tactical approach to negotiations is about driving out the fears of “never done it before” or “don’t do it often enough” by following very simple step-by-step guidance on how to prepare and conduct negotiations. Visit us @ #614, for a chance to win a $100 gift card. YOUR #1 COST PROPOSAL TUESDAY BREAKOUT SESSIONS Greg Bingham, MBA, Vice President, The Kenrich Group LLC Robert Sherry, JD, Partner, Morgan, Lewis & Bockius LLP CONTRACT MANAGEMENT AND BUSINESS DEVELOPMENT— FINDING COMMON GROUND SOFTWARE SOLUTION FROM RFP TO CONTRACT AWARD P R O P R I C E R . C O M An Executive Business Services, Inc. Product Suite ncmaworldcongress.org 33 34 THE TROUBLE IN TEXAS: PEOPLE OR PROCESS? Session D06 « General Business (NEW) « San Antonio 1 « Basic TUESDAY BREAKOUT SESSIONS Amanda Arriaga, Chief Administrative Officer, Texas Department of Public Safety Jessica Iselt, Deputy Assistant Director for Policy & Planning, Texas Department of Public Safety There have been a series of news articles in the past year about contracting issues faced by Texas state agencies. Why is there so much trouble in Texas? Are the rules too hard to understand? Are they too lax to be enforced? Is there a people problem or a process problem? The presenters will explore the issues that have been identified and provide the audience with tools, techniques, and practices that could be implemented to prevent them in the future. ENGAGING WITH INDUSTRY TO IMPROVE CONTRACT OUTCOMES Session D07 « General Business (NEW) « San Antonio 6 « Intermediate Ann Marie Connery, Program Management Acquisition, Principal, The MITRE Corporation Kelly Horinek, CPCM, Principal Analyst, The MITRE Corporation Virginia Wydler, CPCM, Fellow, Principal Analyst, The MITRE Corporation The federal government’s ability to achieve successful contract outcomes depends upon establishing effective industry engagements. If open communications are not held, it is a missed opportunity that diminishes the entire contracting process. This session provides contracting officers with a solid foundation to lead and guide the dialogue with industry, offers insight into how “the other side” thinks, and delivers practical tips and tricks of the trade for engaging with industry. THE BUSINESS OPERATIONS CENTER AND CONTRACTOR PURCHASING SYSTEM REVIEWS Session D08 « Contract Performance & Administration « Texas 1 « Intermediate Andrew Obermeyer, CPCM, Fellow, Director, Business Operations Center, Defense Contract Management Agency Karen Zinn, Director, Contractor Purchasing System Reviews Group, Defense Contract Management Agency This session covers four main business areas: terminations, contractor purchasing system reviews (CPSRs), property administration, and plant clearance. We’ll review the mission, workload, staffing, and challenges for each group. Particular emphasis will be given to CPSRs and recent changes incorporating concerns with counterfeit parts. The session will include workload trend analysis as well as a summary of CPSR findings and challenges. DEPARTMENT OF LABOR ENFORCEMENT ON THE RISE— PREPARING FOR A SERVICE CONTRACT ACT COMPLIANCE AUDIT Session D09 « Contract Performance & Administration « Texas 2 « Intermediate Jennifer Flickinger, Principal, Baker Tilly Eric Leonard, Partner, Wiley Rein, LLP Aaron Raddock, CFE, CFCM, Senior Manager, Baker Tilly Craig Smith, Esq, Associate, Wiley Rein With increased scrutiny and a growing number of Department of Labor (DOL) auditors, government contractors, now more than ever, face the risk of an audit for compliance with the Service Contract Act. Despite the simplicity of the broad requirements, its intricacies create a number of challenges for those seeking to abide by the rules. This session will address key tenets of the act, mechanics of a DOL audit, common focus areas, and methods for enhancing compliance to avoid adverse findings. Government Contracting and Acquisition Undergraduate and Graduate Programs · Bachelor of Arts in Government Contracting and Acquisition* · Master of Business Administration, concentration in Government Contracting and Acquisition Learn from a nationally recognized leader in online education. Get started today at StudyAtAPU.com/NCMA *This program takes advantage of the Contract Management Body of Knowledge (CMBOK) as defned by the National Contract Management Association (NCMA). We want you to make an informed decision about the university that’s right for you. For more about our graduation rates, the median debt of students who completed each program, and other important information, visit www.apus.edu/disclosure. 34 World Congress 2015 35 LEGISLATIVE UPDATES Session D10 « Legislative & Regulatory Updates in Acquisition « Texas 3 « Basic Michelle Currier, CPCM, CFCM, Fellow, Professor of Contract Management, DAU PRICE AND COST ANALYSIS: DOCUMENT YOUR CONTRACT FILES AND IMPRESS AUDITORS Session D14 « Cost & Price Analysis « Texas C « Intermediate Jo Cunningham, CFCM, Fellow, C.P.M., Prime Contract Administrator, Sandia National Laboratories Learn how to address all the points that must be included in your contract file documentation, including labor rates and categories, other direct costs, indirect rates, and fee. Know how to state the facts clearly, concisely, and thus impress your manager, your peers, and the auditors. Understand documentation requirements for contract modifications and know what issues must be resolved. For the Certificate of Cost and Pricing Data, learn when the certificate is required and what should be documented. GETTING YOUR SUBCONTRACTORS PAID — “QUICK PAY MAKES FOR FAST FRIENDS” WHAT GOVERNMENT CONTRACTORS NEED TO KNOW ABOUT BID PROTESTS Session D11 « Subcontract Management « Texas 4 « Intermediate Jack Hott, CPCM, CFCM, Manager, Contracts, Fluor Federal Services Mike Thacker, Deputy Acquisition Manager, Fluor B&W Portsmouth Hear about the importance of timely and accurate payment of subcontractors and suppliers. Topics discussed will elaborate on building key relationships within subcontractor performance and payment processes. This session will provide the subcontract management professional with multiple tips and tricks for improving subcontractor/ supplier payment processing with an overall objective of improving subcontractor/supplier performance. RISK ANALYSIS AND MITIGATION PLANNING FOR SERVICES CONTRACTS Session D12 « Risk Assessment & Mitigation « Texas 5 « Intermediate Lawrence Floyd, CPCM, Performance Learning Director, Services Acquisition, Defense Acquisition University Successful services contracts require understanding and actively managing program risks. Risk management begins with requirements formulation and includes the planning and conducting of a contractor transition phase. Effective risk management is proactive; it goes well beyond merely identifying and tracking risk. Mission commanders must manage and control risk, not just observe it. See examples illustrating qualitative risk analysis and risk mitigation planning implementation. AGILE ACQUISITION: BEYOND THE CMBOK Session D13 « Technology & Innovation « Texas 6 « Intermediate Erin Childs, Program Manager, FEDSIM University, GSA FEDSIM Chris Hamm, Director, GSA FEDSIM The effective acquisition organization is not a group of 1102s toiling away on dozens of acquisitions. The ineffective acquisition organization typically organizes its employees by specialization, treating the organizational structure as if it were an assembly line. These organizations are distancing contracting personnel from the mission, adding risk, and ultimately harming the mission of the agency. Let’s consider an alternative model: agile acquisition. What would it look like? Session D15 « Source Selection Policies & Best Practices (NEW) « Texas D « Intermediate J. Matthew Carter, Senior Associate, Pillsbury, Winthrop, Shaw, Pittman, LLP Richard Oliver, Partner, Pillsbury, Winthrop, Shaw, Pittman, LLP Bid protests are a consideration for every source selection. An unsuccessful offeror must be able to assess its probability of winning a protest and the contract. An awardee must know how to defend its contract. Both need to know how to best support their protest legal team. Hear best practices for these activities, as well as bid protest process overviews at the GAO and COFC; frequently successful protest grounds; requirements for timeliness and stays; and debriefings. Tuesday 2:30PM–3:45PM WHEN IS A SMALL BUSINESS NOT A SMALL BUSINESS? Session E01 « Small Business Programs « Austin 4/5 « Basic J. Matthew Carter, Senior Associate, Pillsbury, Winthrop, Shaw, Pittman, LLP Richard Oliver, Partner, Pillsbury, Winthrop, Shaw, Pittman, LLP A small business is often required to certify its size status. However, a contractor’s status may change from one acquisition to the next. A contractor’s size status depends on the applicable size standard for the acquisition, as well as whether the contractor is affiliated with other entities. Before certifying its size status, a contractor must be sure that it qualifies under the SBA’s regulations. This session will explore NAICS codes, the size calculation, affiliation, and size protests. MANAGE YOUR ACQUISITION LIKE A PROJECT: SCHEDULING FOR SUCCESS Session E02 « Case Studies & Experiential Learning: Lessons Learned in the Real World « Austin 6 « Basic TUESDAY BREAKOUT SESSIONS Are you keeping up with the changes in federal contracting regulations? It’s tough navigating the NDAA’s Modified Small Business Subcontracting Limitations and Penalties, The Jobs Act and Size Representatives, Presumption of Loss Rule, Department of Labor Initiatives, Safeguarding Information, Supply Chain Risk, to name a few. This session will brief the attendees on the federal landscape and impending changes. Don’t be left in the dark! Erin Childs, Program Manager, FEDSIM University, GSA FEDSIM Chris Hamm, Director, GSA FEDSIM Kent Taylor, Chief of Staff, GSA FEDSIM Implementing integrated project teams (IPTs )and orals/video evaluations are methods that can significantly impact your acquisition schedule, and ultimately, acquisition success. This session is in case study format, during which groups will explore IPTs and scheduling through the mock roles of contracts officer, program manager, requirements stakeholder, and industry partner. Groups will walk through two scenarios and answer discussion questions that illuminate methods to positively impact acquisitions. ncmaworldcongress.org 35 36 ADVERSARIAL PARTNERSHIPS: PROGRAM MANAGERS AND CONTRACTING OFFICERS IMPROVING THE DEPARTMENT OF DEFENSE SERVICES ACQUISITION TRADECRAFT John Dobriansky, CPCM, Fellow, Procurement Policy and Review, U.S. Department of Justice, Justice Management Division, Deputy Assistant Attorney General for Administration John Wilkinson, EdD, CPCM, Fellow, President, tHInc, LLC Kenneth Brennan, Deputy Director, Department of Defense, OUSD(AT&L) Col. James M. DeLong, Senior Program Analyst, USAF TUESDAY BREAKOUT SESSIONS Session E03 « Acquisition Strategy, Planning & Sourcing « Dallas 3/4 « Intermediate Program managers (PMs) and contracting officers (COs) are expected to work collaboratively toward accomplishing the same mission. Strong collaboration during acquisition planning will help with the remaining pre-award functions, which increases the likelihood of a strong contract performance. This session will explore barriers to PM/ CO collaboration, and then how to control and (hopefully) eliminate them in order to inspire the achievement of program and organizational goals. ACTING AS ONE: THE ACQUISITION GATEWAY Session E04 « Acquisition Strategy, Planning & Sourcing « Dallas 6/7 « Basic Lisa Hudson, Acquisition Gateway Product Owner, GSA Brad Powers, Senior Project Manager, GSA Come learn about the Acquisition Gateway, powered by GSA! Find out how government is implementing category management and how the Acquisition Gateway, an online workplace, will help deliver the benefits of category management. When all categories are put in one place with all available solutions listed together, the government-wide acquisition community can reduce duplication, make smarter decisions, reduce price variability, and act as one. Session E05 « Performance-Based Services Acquisition « Dallas 5 « Intermediate In Fiscal Year 2014, the Department of Defense (DOD) obligated over $156 billion for contracted services; more than 55% of all its contract obligations! The austere budget environment has increased the urgency of DOD’s focus on improving services acquisition with better requirements development, better training, improved processes and governance, as well as improved analyses and management. Find out what DOD is doing to improve services acquisition for the warfighters, contracting officers, suppliers, and taxpayers. NO FIGHTING: AN OVERVIEW OF CLAIMS, EQUITABLE ADJUSTMENTS, AND DISPUTES Session E06 « Contract Disputes, Suspension, Terminations & Debarment (NEW) « San Antonio 1 « Intermediate Adam Goldstein, CFCM, CPCM, Fellow, Chief of Contracting, USDA Agricultural Research Service Eastern Business Service Center In awarding a new contract, we all hope that problems don’t arise during administration. However, when things do not go as planned, we are often faced with claims and requests for equitable adjustment. The seminar will explain the difference between the two, how to negotiate mutually beneficial solutions, and describe the appellate process when agreement is not possible. As ever-tightening procurement budgets result in more contracts with claims and litigation, this is must-have information. VALUE THAT WORKS Booth 501 Quality products and services that create U.S.-based jobs for Americans who are blind Services Contract Management Contact Center Operations Supply Chain Management Section 508 Assurance Document Management Administrative Support Manufacturing Capabilities Packaging and Assembly Kitting and Sewing Parts Machining Plastics and Molding Textiles Chemical Blending and Filling Product Lines Offce Supplies Janitorial and Sanitation Maintenance and Repair Ops Medical and Surgical Personal Care and Safety Custom Niche and Textiles Learn More at NIB.org/value 866.573.3748 36 World Congress 2015 37 SIMPLICITY OF NON-DISCLOSURE AGREEMENTS: CONTENTS AND BEST PRACTICES COMPLIANCE AND AVOIDING THE FALSE CLAIMS ACT FOR SCHEDULE CONTRACTORS Session E07 « General Business (NEW) « San Antonio 6 « Intermediate Session E09 « Contract Performance & Administration « Texas 2 « Intermediate Robert Jones, CPCM, CFCM, CCCM, Fellow, MS, President, Consultant & Speaker, Left Brain Professionals Inc. William Bressette, CPCM, CFCM, CCCM, Fellow, Principal, Baker Tilly John Horan, JD, Partner, McKenna Long & Aldridge MANAGING CHANGE IN CONTINGENCY CONTRACTING Session E08 « Contract Performance & Administration « Texas 1 « Basic Andrew Cooke, MBA, CPCM, Senior Contracts Manager, Professional Contract Services Inc. Eric Negron, Sr. Manager Project Controls, DynCorp International Managing change is challenging and inevitable in all contracts. This session focuses on how the government manages change using the changes clause and other contingency-area–specific clauses. First, it will address impacts regarding inadequate change management. Second, the improvements that agencies have made via specific use of the changes clause as well as theater specific clauses/requirements. Third, it will focus on the best practices and systems required for successful change management in contingency contracting. Discussion of the key compliance areas and recent development under GSA and VA Schedule Contracts, including commercial pricing disclosures and requirements, the Price Reductions Clause, Trade Agreements Act, and Industrial Funding Fee. The session will also discuss policies and procedures to avoid liability under the False Claims Act, including those successfully implemented by current contractors, mandatory disclosures of violations, and best practices for responding to audits. THE BIG CYBER MYSTERY: WHAT CONTRACTING PROFESSIONALS NEED TO KNOW Session E10 « Legislative & Regulatory Updates in Acquisition « Texas 3 « Basic Eric Crusius, Counsel, Miles & Stockbridge Cybersecurity is no longer a buzzword. New cyber regulations affecting contracting professionals are having a profound impact on how the government buys goods and services. This session will look at the cyber threats and the new ways government contracting professionals have to deal with cyber threats. Learn about best practices if a there is a cyber breach and the ten biggest cybersecurity myths. CONTRACTOR PURCHASING SYSTEM EFFICIENCIES Session E11 « Subcontract Management « Texas 4 « Intermediate Jack Hott, CPCM, CFCM, Manager, Contracts, Fluor Federal Services Mike Thacker, Deputy Acquisition Manager, Fluor B&W Portsmouth Learn about the programmatic benefits of contractor procurement system efficiencies. Topics discussed will elaborate on the use of automated systems and processes that encompass the subcontract lifecycle. Emphasis is made on the importance of efficient electronic file management, contracting strategies, and contractor advance planning. Hear tips for improving day-to-day business operations to create and maximize value. PROTECTING CONTRACTS FROM PROCUREMENT FRAUD Session E12 « Risk Assessment & Mitigation « Texas 5 « Intermediate “‘Government contracting’ and ‘simple’ don’t belong in the same sentence.” People who know Government Contracting, know BDO. The Government Contracting Practice at BDO The world of government contracting is anything but simple. With economic and political climates constantly evolving, regulatory standards are complex and subject to frequent change. BDO’s dedicated practice has deep experience working with government contractors across the country. Our partners and professionals provide hands-on technical and strategic support to help you manage challenges and pursue opportunities. Tom Caulfield, Chief Learning Officer, Council of the Inspector General Nearly every procurement office, regardless of its size, faces some degree of risk of procurement fraud, procurement abuse, or noncompliance to established procurement policy by one’s own employees. To safeguard the process, we must understand the various fraud and abuse schemes and the importance of procurement integrity controls. Hear a comparison of the risk to the necessary internal protections, along with the role of the procurement professional. TUESDAY BREAKOUT SESSIONS As contract managers, many of us read, negotiate, and sign non-disclosure agreements on a daily basis. Some are short, some are long, and most contain a half-dozen critical clauses. Let’s walk step-by-step through the agreement to understand why each clause is necessary, and what best practices you should consider implementing in your organization. I challenge you to re-think your existing document: take a simplistic approach, reduce its length, and increase its effectiveness. Accountants and Consultants www.bdo.com/government-contracting © 2015 BDO USA, LLP. All rights reserved. ncmaworldcongress.org 37 TUESDAY BREAKOUT SESSIONS 38 DEFINING THE PROFESSION: THE CULTURE OF THE CONTRACT MANAGEMENT PROFESSION COMPETITIVE NEGOTIATIONS Session E13 « Technology & Innovation « Texas 6 « Advanced Session E15 « Source Selection Policies & Best Practices (NEW) « Texas D « Intermediate Neal Couture, CPCM, CAE, Director of Government Procurement Law and Business Programs, The George Washington University Janie Maddox, CPCM, Fellow, Lecturer, Naval Postgraduate School Culture is the values, beliefs, customs, and practices of a group that reflects a way of thinking, behaving, or working. Professions have a culture that can be described and measured, much like cultures of nations and organizations. Understanding the professional culture of contracts management is important for individuals to “crack the code” for success in the profession, and for managers to effectively lead contract management functions in their organizations. This session will present a professional culture model of the profession and specific actions for success and advancement. DETERMINING FAIR PROFIT ON EQUITABLE ADJUSTMENTS Session E14 « Cost & Price Analysis « Texas C « Basic Terrence O’Connor, Director of Government Contracts, Berenzweig Leonard LLP Stephanie Wilson, Senior Associate Attorney, Berenzweig Leonard LLP “Profit” should not be a dirty work in government contracts. The FAR discourages the use “of extremely low profits.” This session discusses the FAR rules on profit and how the profit on equitable adjustments can change—up or down—and why. Examples will be given of legal precedent supporting the increase as well as the decrease of profit percentage on equitable adjustments from the profit on the basic contract. Tuesday, 4:00pm–5:15pm ANNUAL SMALL BUSINESS UPDATE Session F01 « Small Business Programs « Austin 4/5 « Intermediate Barbara Kinosky, Esq, Managing Partner, Centre Law and Consulting Learn the latest changes in the small business rules, regulations, and pending legislation on the Hill. Hear about enforcement of small business plans, the latest news on the Women Owned program and size standard changes and cases. This session provides the most up-to-date information on small business issues. Fuel Up at Booth 707 #GetActiveWith FedBid Give yourself an advantage over the competition, with energizing snacks and free, fast training. Follow us @FedBid #GetActiveWithFedBid #FedBidNCMA 38 What makes competitive negotiations different from sole source negotiations? Learn what contracting and acquisition professionals need to know in performing negotiations in the source selection environment. Referenced Material: FAR 15.4, “Understanding Government Contract Source Selection” by Margaret Rumbaugh, and DoD Contract Pricing Guide on Negotiation. FedBid is the fully-managed online marketplace that saves Buyers time and money, while giving Sellers greater access supplier opportunities. It’s a marketplace win-win. FedBid saves you time so you can get more done. GET ACTIVE World Congress 2015 39 AS NASA EVOLVES, TRANSITIONING TO THE NEW ERA Session F02 « Case Studies & Experiential Learning: Lessons Learned in the Real World « Austin 6 « Intermediate The retirement of the Space Shuttle Program and transition to the Orion Program has seen many challenges. Changing administrations and budget challenges are prompting innovative approaches throughout NASA, and as a result, Johnson Space Center has learned many lessons on bringing creative solutions forward, while being adaptive to the ever-changing changing environment. GAO BID PROTESTS: INSIGHTS FROM THE INSIDE Session F06 « Contract Disputes, Suspension, Terminations & Debarment (NEW) « San Antonio 1 « Intermediate Louis Dolan, Esq., Partner, Nixon Peabody, LP Emily Harlan, Associate Attorney, Nixon Peabody, LP Hear an overview of the False Claims Act and how government contractors can protect themselves against potential time-consuming and expensive claims. The session will focus on two timely issues: the impact of the Halliburton case that was recently argued before the U.S. Supreme Court regarding the scope of the First to File Bar, as well as the effect of the Wartime Suspension of Limitations Act. The session will review the use of employee agreements to defend against whistleblower claims. THE TEAMING APPROACH TO CPSR SURVEILLANCE: WHAT’S IN IT FOR WE? Session F03 « Acquisition Strategy, Planning & Sourcing « Dallas 3/4 « Intermediate Session F07 « General Business (NEW) « San Antonio 6 « Intermediate Cherie Owen, Senior Attorney, U.S. Government Accountability Office Manuel Joaquin, MBA, Manager, Compliance Assessment, Booz Allen Hamilton, Inc. Lisa Wolf, MBA, EVP, PMP, Senior Executive Manager, CPSR and EVM Focal Point, Regulatory Compliance, Booz Allen Hamilton Hear an insider’s view of the bid protest process at GAO, including information about who the bid protest hearing officers are and how protests are processed and handled at GAO. The session will also discuss key procedural hurdles that must be overcome and examine what types of protests are the most (and least) effective. Learn best practices for pursuing (or defending) a protest at GAO. EFFECTIVE PRE-SOLICITATION COMMUNICATION FOR GOVERNMENT AND INDUSTRY Session F04 « Acquisition Strategy, Planning & Sourcing « Dallas 6/7 « Intermediate Omar Saeb, Senior Business Management Specialist, GSA Jeffrey Shen, VP & GM, Red Team Consulting This session will demonstrate how effective government and industry communication can actually save time and reduce the number of potential issues when competing procurements. Learn how to efficiently get the information you need from industry to conduct your competition. The session will also provide guidance to contractors on how to be better prepared to have more meaningful exchanges with government. PERFORMANCE-BASED LOGISTICS CONTRACTING: ACHIEVING AFFORDABLE READINESS Session F05 « Performance-Based Services Acquisition « Dallas 5 « Intermediate Robert “Knob” Moses, Specialist Leader, Deloitte Performance-based logistics (PBL) contracts are outcome-based sustainment strategies. PBLs have been used in the Department of Defense to meet the goal of affordable readiness. Research shows when a PBL contract is properly designed, managed, and contains the right incentives, an annual 5-20% savings over traditional sustainment arraignments is achievable. Learn the definition of a PBL contract, as well as the “how to” and the resources available to build successful PBL contracts. ncmaworldcongress.org DCMA identified 24 criteria used in determination of adequate contractor purchasing systems. Organizational compliance requires the ability to effectively collaborate with procurement organizations while defying the confrontational approach to surveillance. Explore real lessons learned to help partner with internal clients to ensure success. Attendees leave with practical tips/tricks for behaviors, planning, and execution of an effective internal subcontract management surveillance program. THE COST ACCOUNTING STANDARDS AND CONSEQUENCES OF NONCOMPLIANCE Session F08 « Contract Performance & Administration « Texas 1 « Intermediate Greg Bingham, MBA, Vice President, The Kenrich Group LLC Mike LaCorte, CPA, CVA, Principal, The Kenrich Group LLC Hear a brief overview of the Cost Accounting Standards (CAS)—what they are, who they apply to, and their importance. Presenters will then discuss compliance requirements for contractors who have CAS-covered contracts (including disclosure statement requirements) and the process of preparing cost impact calculations. Primary emphasis will be given to the cost impact process (both the general dollar magnitude and detailed cost impact processes). SIX CONTRACT CLAUSES YOU SHOULD BE WATCHING Session F09 « Contract Performance & Administration « Texas 2 « Intermediate Melanie Burgess, CPA, CPCM, CFCM, Fellow, President, Burgess Consulting, LLC Robert Jones, CPCM, CFCM, CCCM, Fellow, MS, President, Consultant & Speaker, Left Brain Professionals Inc. TUESDAY BREAKOUT SESSIONS Krystine Bui, Deputy Manager, Projects Procurement Office, National Aeronautics and Space Administration, Lyndon B. Johnson Space Center Michael Duckworth, BS, FAC-C III Contracting, Contracting Officer, Exploration Systems Office, Office of Procurement, National Aeronautics and Space Administration, Lyndon B. Johnson Space Center AVOIDING FEDERAL FALSE CLAIMS ACT CLAIMS— RECENT DEVELOPMENTS IN THE LAW With the ever-changing regulatory environment, understanding clauses and maintaining compliance can be a full-time job. We’ve picked six of the hottest topics in recent years to ensnare government contractors of all sizes. Join our lively discussion on what has changed and learn how to stay compliant. 39 40 ACQUISITION REFORM IN 2015: WHAT MAKES THIS TIME DIFFERENT? Session F10 « Legislative & Regulatory Updates in Acquisition « Texas 3 « Advanced TUESDAY BREAKOUT SESSIONS Amy Childers, Vice President of Government Affairs , SAIC Erica McCann, Director, Federal Procurement, IT Alliance for Public Sector There have been over 100 acquisition reform reviews, reports, and initiatives over the past half century, so why is acquisition reform still needed? This year, Congress and other government stakeholders have made acquisition reform a priority once again, and the stakes for success have never been higher. Join us as we discuss the latest legislative and administrative reform efforts underway and their odds of success. Most importantly, learn how these new reforms will affect you. THE DFARS UCTI CLAUSE—HOW IT IMPACTS THE SUBCONTRACT RELATIONSHIP Session F11 « Subcontract Management « Texas 4 « Intermediate Michael McGuinn, Associate, Dentons US LLP Phillip Seckman, Partner, Dentons US LLP Learn about government contract cybersecurity requirements and recent developments. Topics discussed will include an overview of existing regulatory requirements, with an emphasis on recent significant developments, including the final DFARS rule on safeguarding unclassified technical information and the NIST cybersecurity framework. THE RISK IN ASSESSING RISK Session F12 « Risk Assessment & Mitigation « Texas D « Intermediate Adam Turteltaub, CCEP, CHC, VP of Membership Development, Society of Corporate Compliance & Ethics This fun and interactive session shows the common mistakes made in assessing risk. It uses behavioral economics and other research that shows that the human brain’s wiring leads us astray. Even when we think we understand a risk, we may not. We tend to see patterns, even when they don’t exist. And simple changes in language can dramatically change our risk tolerance. The session concludes by showing how to avoid common errors. WHAT DOES A CONTRACTING OFFICER WANT? Session F13 « Business & Proposal Development « Texas 6 « Intermediate Stephen Yuter, CPCM, CFCM, Fellow, Acting Director of Acquisition and Head of the Contracting Activity, Department of Health and Human Services/Indian Health Service Responding to the requirements of federal government solicitations is a daunting task with all the rules and regulations you need to adhere to in your proposal. As such, contractors often hear their proposals were “non-responsive.” Hear strategies and guidance needed to understand what information contracting officers are looking for and how to develop proposals that have a greater chance of yielding a contract award. BE AMAZED AT WHAT OUR WORKFORCE CAN DO. SourceAmerica® is the vital link between customers that procure the products and services and a network of more than 1,000+ community-based nonprofts who employ people with disabilities. t See 40 us a th boo 1 #60 World Congress 2015 41 NEGOTIATING COSTS WITHOUT SACRIFICING QUALITY, GWACS DRIVE SAVINGS Session F14 « Acquisition Strategy, Planning & Sourcing « Texas C « Intermediate Robert Coen, Dirctor, NITAAC INTEGRATING CYBER SECURITY REQUIREMENTS INTO SOURCE SELECTION AND CONTRACTS Session F15 « Source Selection Policies & Best Practices (NEW) « Texas 5 « Intermediate Alex Odeh, Cost Analysis, Lead, The MITRE Corporation Erin Schultz, Department Head, The MITRE Corporation Virginia Wydler, Principal Analyst, The MITRE Corporation In today’s high cyber threat environment, the government needs to better align cyber security requirements and the federal contracting process. Executive Order 13636 stressed integrating cyber security into acquisitions. However, contracting officers need practical and tactical guidance on how to incorporate cyber security in contract planning and award. This session will provide recommendations and examples to address cyber security in solicitations, source selections, and contracts. Proven Solutions in Procurement and Compliance Consulting 714 CORE SERVICES Contractor Purchasing System Review (CPSR) • Preparation, Readiness and Training Procurement Management and Compliance • Full spectrum Contract / Subcontract Management Solutions Recruiting and Staffing Services • Contract-to-Hire Staffing, Direct Placement and Contract Staffing for Procurement, Contract / Subcontract, Financial and Technical / IT professionals Small Business Solutions Supplier Audit Financial Management • Cradle to grave Procurement, Contractual and Financial solutions • Cost reduction techniques, Analysis for Small Businesses and Training SUBSCRIBE FOR UNLIMITED ONLINE LEARNING Learn Government Contracting from the Industry Expert Online, On Your Time Whether you’re new to government contracting or a seasoned contracting professional, a yearly subscription to our online library offers unlimited access to a wide range of substantive courses for professionals of all levels TUESDAY BREAKOUT SESSIONS When you start with three government-wide acquisition contracts offering everything IT, add any way to structure your procurement, plus direct or assisted orders, along with automated ordering and management, acquisition barriers seem to fall away. Join NITAAC Director Robert Coen as he shows you how to negotiate savings. Subscribe today for 24/7 access to over 90 online courses! Visit fedpubseminars.com/subscription Or call 888.494.3696 ncmaworldcongress.org 41 AGENDA: WEDNESDAY 42 42 7:30am–8:30am Plated Breakfast with Awards Presentation and CMLDP Graduation « Texas AB Ballroom 8:30am–9:30am Keynote Address « Texas AB Ballroom 9:30am–9:45am Break 9:45am–11:00am 15 Concurrent Breakout Sessions G01 COMMERCIAL ITEM ACQUISITIONS: 20 YEARS AFTER FASA Austin 4/5 G02 CONTRACTING OFFICERS’ SECRETS FOR SOURCE SELECTION Austin 6 G03 NASA’S INNOVATIVE PARTNERING TECHNIQUES Dallas 3/4 G04 RELATIONAL CONTRACTING MANAGEMENT Dallas 6/7 G05 G06 SUSPENSION AND DEBARMENT: AS USEFUL A TOOL FOR CONTRACTORS AS FOR THE GOVERNMENT San Antonio 1 G07 WHAT’S NEW IN STATE AND LOCAL GOVERNMENT PROCUREMENT? San Antonio 6 G08 CONTRACTS CRUNCH: THE RISKS OF CONTRACT-STAFF SHORTAGES AND HOW TO RESPOND Texas 1 G09 THE CHANGING LANDSCAPE OF BUSINESS SYSTEM ADEQUACY AND REVIEW Texas 2 G10 G11 G12 G13 G14 G15 WHAT TO DO WHEN THEY COME FOR YOU: HOW TO SAFEGUARD YOUR UNCLASSIFIED CONTROLLED TECHNICAL INFORMATION Texas 4 SURVIVING TODAY’S EARNED VALUE MANAGEMENT SYSTEM ENVIRONMENT Texas 5 CATEGORY MANAGEMENT: TRANSFORMATIONAL CHANGE IN FEDERAL PROCUREMENT Texas 6 STRATEGIC SURVIVAL TIPS FOR WEATHERING THE LPTA STORM! Texas C CONTRACTING AND CULTURAL COMPETENCIES: DON’T LEAVE HOME WITHOUT BOTH! Dallas 5 EYES WIDE OPEN: UNDERSTANDING THE FIVE KEY DRIVERS OF GOVERNMENT CONTRACT RISK Texas 3 USING ORAL PROPOSALS IN SOURCE SELECTION Texas D 11:00am–12:30pm Closing Executive Panel Discussion « Texas AB Ballroom 12:00pm–1:30pm Networking Lunch (provided only to attendees staying for GSA co-located event) « Texas AB Foyer 1:15pm–4:15pm Transforming the Federal Marketplace: A Co-located Training Event « Texas AB Ballroom 4:30pm–6:30pm VIP Reception (By invite only) (Sponsored by Bloomberg Government) « Dallas 5-7 World Congress 2015 43 Wednesday, 9:45am–11:00am COMMERCIAL ITEM ACQUISITIONS: 20 YEARS AFTER FASA NASA’S INNOVATIVE PARTNERING TECHNIQUES Session G03 « Acquisition Strategy, Planning & Sourcing « Dallas 3/4 « Intermediate Mark Blando, JD, Partner, Eckland & Blando LLP Trey Hall, President, The Rothe Companies, External Customer Office Manager, NSOC Contract Angela R. Prince, External Customer Business Development Manager, Flight Operations Directorate, National Aeronautics and Space Administration, Lyndon B. Johnson Space Center Scott Stephens, CPCM, MBA, Contracting Officer, Operations Support Office, Office of Procurement, National Aeronautics and Space Administration, Lyndon B. Johnson Space Center Twenty years ago, the Federal Acquisition Streamlining Act (FASA) was passed, ushering in what promised to be an easier way to do business with the government. A core focus of FASA was the commercial item regime, encouraging agencies to purchase commercial products when possible. Learn about the current regulations governing commercial item acquisitions, including the multi-part definition of “commercial item”, and which contract clauses are applicable and inapplicable to commercial items CONTRACTING OFFICERS’ SECRETS FOR SOURCE SELECTION Session G02 « Case Studies & Experiential Learning: Lessons Learned in the Real World « Austin 6 « Advanced Kathleen Engel, Chief, Continuity Acquisition, Department of Homeland Security, FEMA Timothy Farris, Senior Procurement Consultant, Debarment Solutions Institute Oliver Voss, Supervisory Contracting Officer, Department of Energy, National Nuclear Security Administration The success of the Commercial Orbital Transportation Services program and recent budget reductions are prompting innovative partnering approaches throughout NASA. At the Johnson Space Center (JSC), reimbursable commercial agreements utilizing Space Act Authority are in use in various efforts, including JSC’s Neutral Buoyancy Laboratory (NBL). JSC has learned many lessons about reimbursable commercial agreements under the NBL and Space Vehicle Mockup Facility Operations Contract. Want to know what contracting officers are really up to in the contractor selection process? Want to know the key proposal strategies to enhance your chance of success, or, if you are a contracting officer, how to separate the wheat from the chaff? If so, this session is for you! You will hear the details of both successes and failures from the lips of people who have been there. How can you be sure s your best price doesn’t mean the most risk? ri Gain complete understanding of your cost accounting with the WEDNESDAY BREAKOUT SESSIONS Session G01 « Commercial Contracting Practices & Authorities « Austin 4/5 « Basic FAR Cost Principles Matrix Tool The FAR Cost Principles Matrix Tool breaks down the FAR Part 31 guidelines into easy-to-understand explanations, complete with full-text information. Using the FAR Cost Principles Matrix Tool, you know what is allowable to be charged to the government. Staying up-to-date on all the principles for pricing, modifcations, and contract closeout doesn’t have to be complicated, costly, or time-consuming. Visit us at Booth #818 to view a demo. wklawbusiness.com/store ncmaworldcongress.org 43 44 RELATIONAL CONTRACTING MANAGEMENT Session G04 « Acquisition Strategy, Planning & Sourcing « Dallas 6/7 « Advanced WEDNESDAY BREAKOUT SESSIONS Andy Akrouche, MBA, President, Strategic Relationships Solutions Inc. 44 It’s no secret that the majority of complex business arrangements fall short from meeting stakeholder’s expectations in the long term. There is now wide recognition that effectively managing the relationship between all stakeholders is the single most critical element of a successful initiative. Industry associations and practitioners are now talking about “relational importance” as they transition their models toward what we call a “relationship first approach.” CONTRACTING AND CULTURAL COMPETENCIES: DON’T LEAVE HOME WITHOUT BOTH! Session G05 « Foreign Acquisition Strategies « Dallas 5 « Intermediate Jonene Johanson, CPCM, CFCM, Fellow, Branch Chief, Workforce Development and Analysis, HIll AFB, UT, U.S. Air Force Christine Larrinaga, Senior Manager, Contracts, ATK Launch Systems, Inc. For contracting professionals, few things can be as challenging and rewarding as executing an international contract. Consider the skill and attention to detail the average contracting process entails then add different languages, laws, assumptions, customs, beliefs, and behaviors to the mix. Will the result be success or failure? This session will focus on cultural awareness and developing intercultural competencies using a practical business and personal framework vital to contracting success. SUSPENSION AND DEBARMENT: AS USEFUL A TOOL FOR CONTRACTORS AS FOR THE GOVERNMENT Session G06 « Contract Disputes, Suspension, Terminations & Debarment (NEW) « San Antonio 1 « Basic Bill Schmidt, Deputy Director, Suspension & Debarment Division, U.S. General Services Administration Michael Thompson, Integrity Officer, U.S. General Services Administration Take a step back from focusing exclusively on the negative aspects of suspension and debarment actions, and view these actions anew as tools used to create a better acquisition environment, with well-educated, compliant contractors. Attendees will hear examples that illustrate the vital roles of both industry and government in the success of the federal government’s suspension and debarment system. WHAT’S NEW IN STATE AND LOCAL GOVERNMENT PROCUREMENT? Session G07 « General Business (NEW) « San Antonio 6 « Intermediate John Adler, VP Procurement, DART - Dallas Area Rapid Transit Jack Dale, J.D., CPPB, Purchasing Manager, Financial Management Services Division Phyllis McDonald James, Senior Contract Compliance Administrator, City of Dallas Police Department In every level of government, procurement requirements continue to rise in complexity while budgets continue to shrink. To meet this challenge, state and local chief procurement officers are adopting best practices in project management, strategic sourcing, category management, cooperative purchasing, IT, competitive negotiations, and staff development. A panel of procurement officers will discuss applying new and adapting old best practices to meet the constantly shifting demands of state and local government. World Congress 2015 45 CONTRACTS CRUNCH: THE RISKS OF CONTRACT-STAFF SHORTAGES AND HOW TO RESPOND SURVIVING TODAY’S EARNED VALUE MANAGEMENT SYSTEM ENVIRONMENT Session G12 « Risk Assessment & Mitigation « Texas 5 « Intermediate Melissa Amdahl, Manager, Contract Lifecycle Management, Compusearch Michelle Baker, Functional Expert, Compusearch Dale Gillam, 12 Industry Certifications, Program Manager, Corporate EVM and Scheduling Focal Point, Corporate EVM and Scheduling Focal Point, SAIC Crystal M Glenn, CPCM, Fellow, PMP, Program Control Consultant, CenturyLink For government contracting firms, contracting is extensive and complex. Customers and audit authorities have high standards for compliance. Yet, the average federal contract gets far less attention than it did five years ago. Short staffing is often invisible to senior executives. As a result of the crunch, insidious contracting risks are more likely than ever to fester into enterprise issues. Learn how leaders have successfully mitigated risks and the failed approaches they tried along the way. THE CHANGING LANDSCAPE OF BUSINESS SYSTEM ADEQUACY AND REVIEW Session G09 « Contract Performance & Administration « Texas 2 « Intermediate Nisha Gupta, Senior Manager, BDO USA Government contractors have faced a changing regulatory environment for DFARS business systems in recent years. Hear about the current regulatory regime for contractor accounting, estimating, purchasing, EVMS, MMAS, and property. Learn about government requirements compliance assessment, developing new compliant policies and procedures, how to monitor and maintain business system internal controls, and best practices for managing system adequacy issues. EYES WIDE OPEN: UNDERSTANDING THE FIVE KEY DRIVERS OF GOVERNMENT CONTRACT RISK Session G10 « Legislative & Regulatory Updates in Acquisition « Texas 3 « Basic Brent Calhoon, CPA, Partner, Baker Tilly Shingai Mavengere, CFE, Director of Government Accounting, UnitedHealtchcare Military & Veterans In tough economic times, many companies attempt to maintain or grow revenues by securing U.S. federal government contracts. Once companies leave the commercial arena and enter the realm of negotiated government contracting, unpleasant surprises await the unwary and unprepared. Expectations of reasonable profits may ultimately yield losses and liabilities. Hear about the five key drivers of contract risk that all contractors must be ready to face. WHAT TO DO WHEN THEY COME FOR YOU: HOW TO SAFEGUARD YOUR UNCLASSIFIED CONTROLLED TECHNICAL INFORMATION Session G11 « Subcontract Management « Texas 4 « Intermediate Ted Bonanno, CPCM, JD, MBA, Vice President, Commercial, Meggitt Control System “Safeguarding Unclassified Controlled Technical Information,” DFARS 252.204-7012, places an enormous burden on defense contractors, particularly smaller businesses. It contains onerous expectations for IT security and short reporting timelines if a cyber incident occurs. Understanding and complying with this clause requires collaboration between the contracts, IT, and industrial security teams. Hear an explanation of the provisions and tools for compliance. ncmaworldcongress.org Earned Value Management System (EVMS) policies, requirements, and practices are often misunderstood and over applied. This session will provide contracts managers correct information on the policies, requirements, and practices from various perspectives (e.g., contracts, project management, customer, supplier) and a forum to discuss related contracting challenges. CATEGORY MANAGEMENT: TRANSFORMATIONAL CHANGE IN FEDERAL PROCUREMENT Session G13 « Technology & Innovation « Texas 6 « Intermediate Meredith Barnard, Manager, Grant Thornton LLP Eric Heffernan, Principal, Grant Thornton LLP The Office of Federal Procurement Policy has identified category management as one of the administration’s key initiatives. What is category management and why is it different from strategic sourcing? Learn about the key components of category management and how it can be effective in identifying opportunities for savings, optimizing procurement operations, and strengthening vendor relationships. STRATEGIC SURVIVAL TIPS FOR WEATHERING THE LPTA STORM! Session G14 « Cost & Price Analysis « Texas C « Intermediate Jacob George, CEO/Managing Director, JACOBS Management Consultants In this day of trade off and lowest price technically acceptable (LPTA) sourcing, pricing is simply more than just a completion exercise—it is the most important component. Creative pricing strategies win you the contract, but can you sustain the contract with the rates you have won? This session explores the answer to this question by using pricing as a long-term sustaining activity that will provide the greatest value for both government and contractor, as opposed to just a exercise. USING ORAL PROPOSALS IN SOURCE SELECTION Session G15 « Source Selection Policies & Best Practices (NEW) « Texas D « Intermediate Victoria Strycharske, Senior Proposal Manager, Skyway Acquisition Solutions Today’s contracting professionals are constantly trying to find ways to reduce the workload and shorten the timeline for source selections. The use of oral proposals can do just that for the right procurement, with the bonus of improving government/industry communications and understanding of what it will take to get the job done right. WEDNESDAY BREAKOUT SESSIONS Session G08 « Contract Performance & Administration « Texas 1 « Intermediate 45 46 Executive Panel: Review of Innovative Accomplishments in 2015 Dr. J.P. London, Executive Chairman, CACI International Inc. Roger Krone, Chief Executive Officer, Leidos Executive Panel: The Public Perception of Contracting World Congress offers CMBOK, DAWIA, and FAC-C competency-based training sessions covering over 100 technical, business, and professional competencies! Use these charts to locate sessions focused on your specific training competencies of interest. Exeuctive Panel: Getting Results Through Innovation COMPETENCY-BASED TRAINING COMPETENCY-BASED TRAINING Bill Hovis, Chief Procurement Officer, Coca-Cola Bottling Investments Group Contract Management Body of Knowledge (CMBOK) Katrina McFarland, Assistant Secrety of Defense (Acquisition) PLENARY PRESENTATIONS CMBOK Area Pre-Award Competency Laws & Regulations X X X Contract Principles X X X Standards of Conduct Socioeconomic Programs X Contract Structures X Contracting Methods X X X X X X X X X X X X X Contract Financing Acquisition Planning & Strategy Post-Award X Intellectual Property X Acquisition Planning Acquisition Methodology X X X X X X Proposal Preparation X Negotiation X Source Selection X Protests X X X X X X Contract Administration X Contract Performance/Quality Assurance X Subcontract Administration X Contract Changes & Modifications X X X X Property Administration X Transportation Disputes Organizational Conflict of Interest X X X X X X X Contract Closeout Specialized Knowledge Areas Contract Termination X Research & Development Architect-Engineer Services & Construction X Information Technology X Service Contracts X X International Contracting X X X X State & Local Government X Supply Chain Management Performance-Based Acquisition X X Major Systems X X X X X Government Property Business Other Specialized Areas Management X Marketing X X X X X X Operations Management X Financial Analysis X X Accounting X Economics X X X Information Science or Information Technology Leadership Skills X X X X X X X X WHAT IS THE CMBOK? The Contract Management Body of Knowledge (CMBOK) documents the evolution and expansion of the professional competencies that make up the contract management profession. The latest edition, published by NCMA in July 2013, outlines the skills, abilities, and information necessary to excel within the profession. Check out the FREE desktop reference guide we’ve provided in your attendee bag. Purchase the full publication at the NCMA booth in the exhibit hall. 46 World Congress 2015 47 DAWIA and FAC-C Executive Panel: Review of Innovative Accomplishments in 2015 Dr. J.P. London, Executive Chairman, CACI International Inc. X Roger Krone, Chief Executive Officer, Leidos Exeuctive Panel: Getting Results Through Innovation X Executive Panel: The Public Perception of Contracting Bill Hovis, Chief Procurement Officer, Coca-Cola Bottling Investments Group X DAWIA & FAC-C Technical Competencies Competency Pre-Award & Award Determination to Satisfy Requirements X X X X X Source Selection Planning X X Solicitation of Offers X X Responsibility Determination X X X Promote Competition X X Bid Evaluation (Sealed Bidding) Develop and/or Negotiate Positions X X Consider Socioeconomic Requirements Proposal Evaluation (Contracting by Negotiation) X Source Selection X X X X Contract Award X X X Process Protests X X X Justification of Other than Full & Open X X X Terms & Conditions X Preparation & Negotiation Advanced Cost and/or Price Analysis Advanced Cost and/or Price Analysis Contract Administration Initiation of Work X X Contract Performance Management X X X X X X Issue Changes and Modifications X X Approve Payment Requests Close-out Contracts X X Small Business/Socioeconomic Programs Addressing Small Business Concerns Negotiate FPRAs & Administer CAS Negotiate FPRAs & Administer CAS Contract Termination Contract Termination Procurement Policy Procurement Analysis X Other Competencies E-Business & Automated Tools X X X X X X Activity Program Coordinator for Purchase Card Construction/Architect & Engineering Contracting In a Contingency or Combat Environment Contracting In a Contingency or Combat Environment Professional Competencies Competency X X X X X X X Problem Solving X X X X X X X Customer Service X X X X X X X Oral Communications X X X X X X X Written Communications X X X X X X X Interpersonal Skills X X X X X X X Decisiveness X X X X X X X Techincal Credibility X X X X X X X Flexibility X X X X X X X Resilience X X X X X X X Accountability X X X X X X X WHAT IS THE DAWIA? The Defense Acquisition Workforce Improvement Act (DAWIA) is a law that required the Department of Defense to establish education and training standards, requirements, and courses for the civilian and military workforce. ncmaworldcongress.org COMPETENCY-BASED TRAINING Katrina McFarland, Assistant Secrety of Defense (Acquisition) PLENARY PRESENTATIONS WHAT IS THE FAC-C? A White House-issued memo from the Office of Management and Budget (OMB) in 2006 established the requirements and guidance for the Federal Acquisition Certification in Contracting (FAC-C), which is a program for the acquisition workforce that outlines required training, experience, and education. 47 48 AIR FORCE CIVILIAN SERVICE SPONSORS & EXHIBITORS www.afciviliancareers.com Booth #725 48 The Air Force Civilian Service (AFCS) is a worldwide organization employing over 180,000 individuals across a broad array of positions. We are the civilian support component of the U.S. Air Force, providing everything from human resources to engineering and childcare to contract management. We are not active-duty military, but we work side-by-side with airmen and officers to support the defense of our nation. AMERICAN GRADUATE UNIVERSITY www.agu.edu Booth #713 Silver Sponsor American Graduate University (AGU) is among the nation’s premiere providers of high-quality graduate education, career development programs, and professional training for contracts, acquisition, supply, and project management professionals in government and industry. AGU master’s degree and certificate programs meet the needs of busy professionals with a range of affordably-priced, flexible, online continuing education options. AMERICAN PUBLIC UNIVERSITY http://StudyAtAPU.com/NCMA Booth #801 Silver Sponsor « Gala Sponsor Earn your BA or MBA in government contracting and acquisition at American Public University (APU), the only four-time recipient of the prestigious Online Learning Consortium’s Effective Practice Award. APU’s monthly course starts and flexible online format allow you to easily balance your personal and professional commitments. More than 100,000 scholars worldwide. APPIAN www.appian.com Booth #807 Silver Sponsor As the market leader in modern BPM software, Appian delivers an enterprise application platform that unites users with all their data, processes, and collaborations in one environment, on any mobile device, through a simple social interface. More than 3.5 million users worldwide trust Appian to power their critical business processes. ARMED FORCES INSURANCE www.afi.org Booth #524 ® afi.org A premier property and casualty insurer, Armed Forced Insurance (AFI) is the insurance company of choice for our eligible membership: the uniformed services, former and retired members of the uniformed services, their children, and Department of Defense civilians. #OurMissionIsYou ARMY CONTRACTING CENTER, APG MD http://www.acc.army.mil/ contractingcenters/ACC-APG/ Booth #909 The ACC-APG provides global contracting support to a diverse customer base in support of the joint warfighter. If a soldier shoots it, drives it, flies it, communicates with it, wears it, or eats it, Army Contracting Command buys it. World Congress 2015 49 ASI GOVERNMENT www.ASIgovernment.com Bag Sponsor From mission needs and requirements through procurement and program execution, ASI Government helps clients harness the powerful but often underutilized levers that exist in the acquisition process to cut costs and improve performance. Coupling unique approaches with knowledge, productivity and learning tools, ASI delivers experiences that drive results. www.bakertilly.com Booth #617 Lanyard Sponsor Baker Tilly is a nationally recognized, full-service accounting and advisory firm whose professionals connect with clients and their businesses through candor and clear industry insight. With approximately 2,500 employees across the United States, Baker Tilly is ranked as one of the 12 largest accounting and advisory firms in the country. BDO USA, LLP http://www.bdo.com Booth #719 Bronze Sponsor For more than 100 years, BDO has provided quality service through the active involvement of experienced and committed professionals. The firm serves clients through its 58 offices nationwide. BDO’s Center of Excellence for Government Contracting, located in McLean, Virginia, is a valuable resource for the government contracting clients we serve. BENEFITS CONSULTING GROUP http://www.bcghr.com Booth #905 Benefits Consulting Group (BCG) is a full-service insurance brokerage firm. BCG offers health and welfare benefit plans that are compliant with the Service Contract Act, the Davis-Bacon Act, and the Affordable Care Act. BCG provides products best suited to the employer’s benefit philosophy, offering cost savings and easy-to-use solutions. BEST VALUE TECHNOLOGY, INC. www.bvti.com Booth #515 Silver Sponsor Best Value Technology, Inc. (BVTI) solves difficult acquisition process issues for government agencies in both classified and unclassified environments with proven services and software. BVTI provides solutions for acquisition forecasts, supplier registration, managing multiple award contract vehicles, acquisition workflow, RFx management, cost and pricing, proposal evaluation, and secure source selection facility support. BVTI is a service-disabled veteran–owned small business. www.buchanan-edwards.com Booth #402 Bronze Sponsor Buchanan & Edwards (BE) is a trusted advisor to the federal government, helping to solve existing problems, create new possibilities and serve citizens more effectively through technology. Our vision guides the delivery of innovative, customized solutions like the ForceAnalytix framework, a contract management solution developed in Microsoft Dynamics CRM, which will be showcased at BE’s booth. CACI www.caci.com Booth #413 Gold Sponsor CACI provides information solutions and services in support of national security missions and government transformation for intelligence, defense, and federal civilian clients. Our contract management solutions include off-the-shelf procurement process management, application development and integration, implementation services, training, consultant services, and contracting specialist support for the federal sector. CENTEVA www.centeva.com Booth #426 Centeva is an 8(a)-certified, minority-owned, woman-owned small business that provides effective and efficient professional and technical services to public- and private-sector organizations. Our staff are passionate professionals. Centeva thrives on working with customers to solve their problems and specializes in development support, project management, business analysis, technology, training, and compliance. SLU BUSYADULTS B BUSYA FOR Online Bachelor’s, Master’s & Certifcates - Contract Management - Project Management - Security & Strategic Intelligence BLOOMBERG GOVERNMENT - Leadership & Organizational Development And more!!! Bronze Sponsor « VIP Reception Sponsor Plus, new lower tuition for military and veterans www.bgov.com Booth #812 Bloomberg Government is the single, comprehensive, Web-based information service for professionals who interact with or are impacted by the federal government. Bloomberg Government provides rich data, analytical tools, and news, combined with in-depth analysis from policy experts—all from the leader in information services. ncmaworldcongress.org SPONSORS & EXHIBITORS BAKER TILLY VIRCHOW KRAUSE, LLP BUCHANAN & EDWARDS Apply online at www.SLUonline.com or call 800.734.6736 49 50 CENTRAL INTELLIGENCE AGENCY www.cia.gov Booth #425 SPONSORS & EXHIBITORS The CIA is responsible for knowing what’s going on in the world beyond the nation’s borders. We observe current events and anticipate their significance to our national security. Our mission is an ongoing process of collecting information, sifting through it for useful intelligence, then reporting our assessments to the president and senior policy-makers. CENTRE LAW & CONSULTING http://centrelawgroup.com Booth #825 Centre Law & Consulting, LLC, is the only company that provides integrated legal, training, and consulting services to both government and industry clients. Founded in 2002, Centre is a Women’s Business Enterprise National Council–certified woman-owned small business headquartered in Vienna, Virginia. CGI FEDERAL CHICKASAW NATION INDUSTRIES, INC. www.chickasaw.com Booth #616 Chickasaw Nation Industries A family of companies wholly owned by the Chickasaw Nation Chickasaw Nation Industries, Inc. (CNI) is dedicated to delivering stability, determination, and consistency to all of our efforts. We offer in-depth knowledge and an unwavering commitment to help our customers succeed in their mission. COHNREZNICK, LLP www.cohnreznick.com Booth #310 Bronze Sponsor CohnReznick, LLP, serves a large number of diverse industries and offers specialized services for Fortune 1000 companies, owner-managed firms, international enterprises, government agencies, and not-for-profit organizations. The Advisory Group offers an international team of professionals dedicated to helping organizations address many different challenges resulting from growth, economic issues, opportunities, or crises. COMPUSEARCH www.cgi.com/usfederal Booth #911 www.compusearch.com Booth #401 Bronze Sponsor For over 39 years, U.S. defense, civilian, and intelligence agencies have partnered with CGI to support their mission-essential needs at every stage of the program, product, and business life cycle. CGI offers the proven federal procurement solution, Momentum®, built specifically to help federal agencies address their toughest business challenges and maximize results. Gold Sponsor « Lunch Sponsor Compusearch is the leading provider of software and services that advance commerce and collaboration among government agencies and contractors. Compusearch’s solution suites support program management offices, the acquisition and financial assistance communities, and GovCon contracts professionals. CONSUMER FINANCIAL PROTECTION BUREAU Consumer Financial Protection Bureau http://www.consumerfinance.gov Booth #303 The Consumer Financial Protection Bureau (CFPB) is the first federal agency solely focused on consumer financial protection. Created by the Dodd-Frank Act of 2010, the CFPB protects consumers of financial products or services and encourages the fair and competitive operation of consumer financial markets. CFPB’s work includes collecting, investigating, and responding to consumer complaints. CohnReznick is an independent member of Nexia International CORT To succeed today, you need industry expertise and transformative advice to drive your business forward. Find out what CohnReznick thinks at CohnReznick.com. Forward Thinking Creates Results. http://cortgov.com Booth #308 Custom interim furniture and space planning solutions for any workplace. The workplace is evolving and the timeline between usefulness and obsolescence is short. Trust CORT Workplace Solutions for your furniture needs, including professional space planning, asset management services, sound masking services, collaborative work stations, and sustainable solutions. DEFENSE CONTRACT MANAGEMENT AGENCY http://www.dcmacareers.com Booth #701 Silver Sponsor The Defense Contract Management Agency (DCMA) is the Department of Defense (DOD) component that works directly with defense suppliers to help ensure that DOD, federal, and allied government supplies and services are delivered on time, at projected cost, and meet all performance requirements. From the factory floor to the front lines around the world. 50 World Congress 2015 51 DELOITTE DUN & BRADSTREET www.deloitte.com/federal www.dandb.com Booth #907 Silver Sponsor E-SIGNLIVE BY SILANIS http://www.silanis.com Booth #919 DELTEK www.deltek.com Booth #619 Bronze Sponsor Bronze Sponsor Deltek is the leading global provider of enterprise software and information solutions for government contractors. Deltek delivers actionable insight that empowers our customers to unlock their business potential. Users worldwide rely on Deltek to research and identify opportunities, win new business, optimize resources, streamline operations, and deliver more profitable projects. Businesses of all sizes choose e-SignLive by Silanis when electronic signatures matter. Nearing one billion documents processed each year, e-SignLive is the most widely used e-signature solution in the world and ranked a leader by analyst firms Forrester Research and G2 Crowd. ERNST & YOUNG www.ey.com Booth #900 DISTRIBUTED SOLUTIONS, INC. www.distributedinc.com Booth #406 Dun & Bradstreet provides the only real business credit monitoring solution available to companies looking to monitor and impact their own business credit profile. Our leading credit monitoring products are used by hundreds of thousands of companies interested in helping protect their business reputations. R Silver Sponsor « Padfolio Sponsor Distributed Solutions, Inc. (DSI) provides solutions to unify government and commercial buyers and sellers, and their respective business processes. Our solutions enable integrated team collaboration, automated document generation, workload management, paperless operational oversight, generational knowledge transfer, process metrics, compliance, and currency. We support thousands of acquisition professionals across numerous organizations every day. Silver Sponsor EY’s Government Contract Services can help you meet the challenges of government contracting. We help companies gain access to this demanding marketplace, whether through contracts, grants and/ or cooperative agreements. Our team has depth of knowledge and breadth of experience in applying the procurement rules and regulations of government agencies. Today’s Contracts Require Buttoned-Down Budgeting. Take command and control of your budget. ICAT Systems’ easy-to-use QuickBooks™ compatible software now comes with a powerful budgeting tool that enables you to easily develop provisional indirect rates and gives you absolute command and control over your budget and accounting. Visit icatsystems.com/ncma for current offers and information. ncmaworldcongress.org SPONSORS & EXHIBITORS Deloitte’s Federal Practice has over 7,000 dedicated professionals who work with government agencies to deliver award-winning solutions to complex business challenges. By drawing on industry-leading practices across government and business, Deloitte applies a mix of private-sector perspective and public-sector experience to help federal agencies in their efforts to address today’s biggest challenges while building a stronger foundation for tomorrow. 51 52 FEDBID, INC. GENERAL SERVICES ADMINISTRATION www.fedbid.com Booth #707 www.gsa.gov Booth #906 FedBid provides a fully-managed online marketplace to optimize how businesses, governments, and educational arenas buy the goods and services they need to keep their organizations running. Buyers save time and money, and sellers gain equal access to real opportunities. Better buying, smarter selling. It’s a risk-free marketplace win-win. http://www.icatsystems.com Booth #314 D ING AIN CATION A TR EDU ST IC E IT Silver Sponsor R H UN RC www.fai.gov Booth #901 M AT E S O F A E Established in 1976 under the Office of Federal Procurement Policy Act, the Federal Acquisition Institute (FAI) is charged with developing the federal acquisition workforce. FAI facilitates and promotes career development and strategic human capital management of the acquisition workforce seeking to ensure availability of exceptional training, provide compelling research, promote professionalism, and improve acquisition workforce management. FEDERAL PUBLICATIONS SEMINARS www.fedpubseminars.com Booth #506 Federal Publications Seminars has the unique ability to give government contracting professionals peace of mind in a complex world by connecting them with top-caliber, up-to-the-minute know-how on all aspects of government contracting. We offer hundreds of classroom and online courses—plus the cost-effective option of on-site courses. ICAT Systems provides Defense Contract Audit Agency–compliant, easy-to-use, QuickBooks-compatible software, training, and support that helps growing businesses confidently compete for and manage government contracts. INTEGRITY MANAGEMENT CONSULTING, INC. www.integritymc.com Booth #615 Integrity Management Consulting, headquartered in Tysons, Virginia, provides acquisition, financial, and program management support services. We’re distinguished by broad and deep expertise, rapid national support through multiple contract vehicles, and commitment to rigorous standards. Integrity’s seasoned experts help federal agencies set priorities and create efficiencies to save time and money. J.A. WHITE & ASSOCIATES, INC. www.JAWhite.com Booth #714 FEDLINK—LIBRARY OF CONGRESS FEDLINK FEDLINK serves federal agencies as their purchasing, training and resource-sharing consortium for information resources. Customers can utilize the expertise of federal librarians and information professionals, contracting officers, financial managers, and customer service representatives to secure the best information products and services at the best available prices. GE AVIATION http://www.geaviation.com Booth #921 Silver Sponsor GE Aviation, an operating unit of GE, is a world-leading provider of jet, turboprop, and turboshaft engines; components; and integrated systems for commercial, military, business, and general aviation aircraft. GE Aviation has a global service network to support these offerings. GEICO http://www.geico.com/disc/NCMA Mobile App Sponsor GEICO and NCMA are proud to be working together to offer exceptional insurance products and a great savings opportunity on GEICO auto insurance to members of NCMA. As an NCMA member, you could qualify for an exclusive discount. Visit http://www.geico.com/ disc/NCMA or call 800-368-2734, to complete a simple, no-obligation rate quote. 52 Bronze Sponsor Bronze Sponsor Silver Sponsor http://www.loc.gov/flicc Booth #519 The mission of the General Services Administration (GSA) is to deliver the best value in real estate, acquisition, and technology services to the government and the American people. GSA oversees the business of the U.S. federal government. GSA’s acquisition solutions supply federal purchasers with cost-effective, high-quality products and services from commercial vendors. ICAT SYSTEMS FEDERAL ACQUISITION INSTITUTE RESEA SPONSORS & EXHIBITORS Gold Sponsor Bronze Sponsor JA White is a small, disadvantaged, 8(a) program–graduated business that markets proven consulting services for companies with unique business needs and requirements. LOCKHEED MARTIN www.lockheedmartinjobs.com Booth #307 At Lockheed Martin, we are driven by innovation and integrity. We believe that by applying the highest standards of business ethics and visionary thinking, everything is within our reach—and yours. We invite you to explore the possibilities with one of the foremost systems engineering, software, and systems integration companies in the world. NASA SEWP www.sewp.nasa.gov Booth #718 NASA SEWP is a government-wide acquisition contract that provides the latest IT product solutions to all federal agencies. With world-class customer service and the ability to add new products daily, SEWP has been helping agencies get access to the technology they need for over 20 years. World Congress 2015 53 NATIONAL GEOSPATIAL-INTELLIGENCE AGENCY www.nga.mil Booth #301 The National Geospatial-Intelligence Agency (NGA) provides timely, relevant, and accurate geospatial intelligence in support of national security. www.nib.org Booth #501 Gold Sponsor National Industries for the Blind and its network of associated nonprofit agencies are the nation’s largest employer of people who are blind. People who are blind produce thousands of SKILCRAFT® products and deliver a variety of knowledge-based services for federal customers, including contract closeout and contract management support. Learn more at nib.org. NEOSYSTEMS CORP. www.neosystemscorp.com Booth #421 Silver Sponsor NeoSystems Corp. delivers strategic back office services and solutions and contract management for commercial entities, government contractors, and nonprofit organizations. We utilize leading technology and leverage in-depth expertise in contracts, accounting and finance, human capital management, and IT. We enable clients to grow, become more profitable, efficient, and better equipped to win new business. ncmaworldcongress.org http://www.nitaac.nih.gov Booth #716 OMB Authorized GWACs for IT Acquisition SM A L L BU S IN E SS COMMODITIES/ SOLUTIONS NITAAC is a federal executive agent authorized by the Office of Management and Budget to administer governmentwide acquisition contracts for IT products, services, and solutions. The office is housed within HHS at the NIH Information Technology Acquisition and Assessment Center. OFFICE OF THE COMPTROLLER OF THE CURRENCY Office of the Comptroller of the Currency U.S. Department of the Treasury www.occ.gov Booth #814 Bronze Sponsor The Office of the Comptroller of the Currency (OCC), a bureau of the Department of the Treasury, charters, regulates and supervises 1,700 national banks and federal savings associations, with $10.6 trillion in assets. We ensure a safe, sound, and competitive banking system that supports the citizens, communities, and economy of the United States. OLD DOMINION UNIVERSITY http://www.odu.edu/ppcm Booth #304 The Old Dominion University (ODU) Graduate Certificate in Public Procurement and Contract Management provides high-quality, for-credit education that supports the practice of strategic public procurement and contract management at all levels of government. Professors are academically-qualified, respected practitioners. ODU’s program is the only U.S. program of its type that is accredited by the International Federation of Purchasing and Supply Management. SPONSORS & EXHIBITORS NATIONAL INDUSTRIES FOR THE BLIND NIH-NITAAC 53 54 PLUSTEK TECHNOLOGY INC. PRIVIA LLC www.plustek.com Booth #322 http://www.privia.com Booth #908 SPONSORS & EXHIBITORS Bronze Sponsor Plustek is an imaging scanning and mobile surveillance solution provider. We design and manufacturer an array of document, mobile, book, film, photo scanners, as well as in-vehicle video systems. Based in Los Angeles, we have 30 years of integrated design experience. Please visit Plustek at booth#322 and see our new kiosk, standalone network eScan. Privia Bid and Proposal Management Software and Professional Services. Privia© is the industry-leading solution for bid, capture and proposal management. We provide leading commercial organizations, government contractors and teaming partners with an integrated document management, best practice workflows and productivity tools in a common workspace. PROGRAM SUPPORT CENTER (PSC) www.psc.gov Booth #400 POTOMACWAVE CONSULTING http://www.potomacwave.com Booth #520 Program Support Center Bag Sponsor PotomacWave is a small, woman-owned consulting organization with a commitment to integrity, innovation, and results. Our FedDataCheck product currently assists five cabinet-level departments to improve procurement data quality, automate procurement-related audits, optimize use of strategic sourcing vehicles, and analyze competition metrics. PREMIER MANAGEMENT CORPORATION The Program Support Center (PSC) is a shared services provider within the Department of Health and Human Services. PSC provides comprehensive start-to-finish negotiated contracts and simplified acquisitions support overseeing the entire life cycle—from planning, administering, soliciting and assessing offers, negotiating, awarding, to closing—so agencies can focus on their core missions. PROPRICER www.premgtcorp.com Booth #915 www.propricer.com Booth #614 Bronze Sponsor PREMIER, is a Department of Veterans Affairs–verified service-disabled veteran–owned small business and 8(a) corporation, providing industry leading services combined with a proven executive leadership structure in the fields of audit readiness, financial management, logistics and asset management, acquisition, program management, and business management. Our customers include the Department of Defense, the Department of Veterans Affairs, the Department of Transportation, and other federal and intelligence agencies. Bronze Sponsor PROPRICER, the industry leading proposal pricing and cost analysis software from Executive Business Services, helps government contractors improve the speed, accuracy, and exchangeability of cost-proposal data. Changes that would take days in a homegrown system now take just minutes. PROPRICER has helped hundreds of companies maintain the advantage when competing for federal bids. FEDERAL ACQUISITION INSTITUTE Visit us at www.fai.gov 54 World Congress 2015 55 PUBLIC CONTRACTING INSTITUTE SOCIETY OF CORPORATE COMPLIANCE & ETHICS www.publiccontractinginstitute.com www.corporatecompliance.org Booth #518 Pen Sponsor The Society of Corporate Compliance & Ethics (SCCE) exists to improve the quality of corporate governance, compliance, and ethics. Members enjoy a subscription to Compliance & Ethics Professional magazine and special pricing for conferences and training programs, including our comprehensive Compliance Academies. SOURCEAMERICA SAINT LOUIS UNIVERSITY—SCHOOL FOR PROFESSIONAL STUDIES www.sourceamerica.org Booth #601 http://busyadults.slu.edu Booth #913 Gold Sponsor « Opening Reception Sponsor Bronze Sponsor SourceAmerica is a national nonprofit that creates job opportunities for a skilled and dedicated workforce: people with significant disabilities. We are the vital link between this exceptional workforce, the network of community-based nonprofits, and the federal government and commercial companies that need the products and services they provide. SourceAmerica is an AbilityOne-authorized enterprise. The School for Professional Studies at Saint Louis University (SLU) offers flexible and accelerated degree and certificate options for working professionals. With SLU for busy adults, you can earn your certificate in contract or project management online or choose from one of more than 20 bachelor’s, master’s, and certificate options. SIMVENTIONS, INC. http://www.simventions.com Booth #324 SimVentions specializes in providing high-quality, component-based solutions among engineering disciplines including systems engineering, software engineering, security engineering, and modeling and simulation for the Department of Defense. Additionally, we’re a leader in program and acquisition management and support the Defense Acquisition University in the development of tools and workshops to assist acquisition managers in producing quality performance-based contracts. R TM STRATEGIC SYSTEMS PROGRAMS www.ssp.navy.mil Booth #302 e Deterrenc Nuclear Systems Missile Ballistic rrence nal Dete Conventio Strategic Systems Programs (SSP) is a highly specialized workforce composed of military and civilian scientific, engineering, and professional personnel who work closely with private contractors and consultants. We direct the end-to-end effort of the U.S. Navy’s strategic weapons systems to include training, systems, equipment, facilities, and personnel. Choose wisely SPONSORS & EXHIBITORS The Public Contracting Institute (PCI) is an instructor-owned, small business dedicated to offering the best up-to-date, accredited training for government contracting professionals. PCI’s seminars, webinars, virtual classes, and on-site training are practical, interactive, and of the highest caliber. Our instructors update the materials for every program to ensure that they cover the most recent developments. Whether your mission resides in acquisition, procurement or contract management, our approach will support mission effectiveness through improvements in people, process and technology. Learn more at www.deloitte.com/federal. About Deloitte Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee (“DTTL”), its network of member frms, and their related entities. DTTL and each of its member frms are legally separate and independent entities. DTTL (also referred to as “Deloitte Global”) does not provide services to clients. Please see www.deloitte.com/about for a detailed description of DTTL and its member frms. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting. Copyright © 2015 Deloitte Development LLC. All rights reserved. Member of Deloitte Touche Tohmatsu Limited ncmaworldcongress.org 55 56 THE GEORGE WASHINGTON UNIVERSITY SPONSORS & EXHIBITORS http://business.gwu.edu/msgc Booth #409 The George Washington University Master of Science in Government Contracts (MSGC) program is unique—blending the study of government procurement law and policy taught by the Law School, with a core business curriculum taught by the School of Business. Now available online! UNANET www.unanet.com Booth #316 Unanet provides one software for projects people and financials in the Cloud or On-Premise. Over 1,000 project-driven organizations optimize their performance by using Unanet for skills management, resource planning, budgeting & forecasting, time & expense tracking billing & revenue recognition, project management reporting, and integrated financials. UNITED SOYBEAN BOARD www.soybiobased.org Booth #320 The United Soybean Board (USB) is a non-profit farmer-led, farmer-funded organization that invests soybean checkoff funds in a variety of areas including research, development, and promotion of new bio based products. USB has developed a number of informational resources for government employees to help in the purchasing of bio based products. UNIVERSITY OF TENNESSEE http://admba.utk.edu Booth #407 UT’s Aerospace & Defense MBA provides an ideal place to grow top A&D talent and transform key business processes. The program combines five, one-week residence periods with distance learning seminars to attract top leaders from all over the country. Participants earn an MBA in a year while continuing to work. WOLTERS KLUWER http://www.wklawbusiness.com/ Booth #818 Silver Sponsor Wolters Kluwer is the premier provider of authoritative, timely, and comprehensive government contracts information and solutions, like the FAR and DFARS Matrix Tools. Our extensive collection of regulatory resources helps you manage the countless government contract compliance issues you face on a daily basis. YRCI www.yrci.com Booth #721 YRCI, a veteran-owned company, provides federal and commercial clients with a wide array of professional services in HR, acquisitions, and financial management nationwide to help their enterprise succeed. No matter what your professional services needs may be, YRCI consistently delivers on the promise of “Exceptional Employees Exceeding Expectations.” U.S. DEPARTMENT OF AGRICULTURE BIOPREFERRED PROGRAM http://www.biopreferred.com Booth #309 Managed by the U.S. Department of Agriculture (USDA), the goal of the BioPreferred program is to increase the purchase and use of biobased products. The two major parts of the program are mandatory purchasing requirements for federal agencies and their contractors; and a voluntary labeling initiative for bio-based products. UNITED STATES POSTAL SERVICE usps.com/careers Booth #325 The U.S. Postal Service (USPS) is the second largest employer in the U.S. From mail carriers to corporate management, we work together to provide efficient, affordable service to the American public. USPS is an excellent workplace for self-motivated people seeking independence, measureable goals, and the satisfaction of serving our communities. UNIVERSITY ALLIANCE http://www.universityalliance.com/ enrollments Booth #924 A worldwide leader in interactive professional education, University Alliance provides unprecedented access to the nation’s top universities—such as Villanova, Notre Dame, Michigan State, University of Florida, plus others—offering you and your team the skills and credentials you need to take your organization and career to the next level. 56 World Congress 2015 57 Participate in our Exhibitor Treasure Hunt! VISIT EACH SPONSOR AND ANY FIVE EXHIBITORS TO BE ENTERED TO WIN A PRIZE. EXHIBIT HALL There are great prizes up for grabs at this year’s World Congress. You could win a $100 Visa gift card, a complimentary one-year NCMA membership, or a complimentary registration to World Congress 2016, July 24–27, in Orlando, Florida! Stop by the Exhibit Hall and participate in NCMA’s Exhibit Hall Treasure Hunt. The form is in your attendee bag. Visit each sponsor and any five exhibitors to collect the stickers needed to complete your treasure hunt form. Submit your completed form to an NCMA staff member at the NCMA booth. Be present in the Exhibit Hall during Coffee and Dessert with the Exhibitors, 2:00pm–2:30pm on Tuesday, when we’ll draw the winning prize maps and announce the winners! All selected winners must be there to claim their prize or another winner will be selected. EXHIBIT HALL HOURS: Sunday, July 26 « 5:00pm–6:30pm Monday, July 27 « 7:00pm–3:00pm Tuesday, July 28 « 7:00pm–3:00pm ncmaworldcongress.org 57 EXHIBITOR BOOTH INDEX 58 58 SPONSOR/EXHIBITOR BOOTH NUMBER Air Force Civilian Service 725 American Graduate University 713 American Public University 801 Appian 807 Armed Forces Insurance 524 Army Contracting Center, APG MD 909 Baker Tilly Virchow Krause, LLP 617 BDO USA, LLP 719 Benefits Consulting Group 905 Best Value Technology, Inc. 515 Bloomberg Government 812 Buchanan & Edwards 402 CACI 413 Centeva 426 Central Intelligence Agency 425 Centre Law & Consulting 825 CGI Federal 911 Chickasaw Nation Industries, Inc. 616 CohnReznick, LLP 310 Compusearch 401 Consumer Financial Protection Bureau 303 CORT 308 Defense Contract Management Agency 701 Deltek 619 Distributed Solutions, Inc. 406 Dun & Bradstreet 907 Ernst & Young 900 e-SignLive by Silanis 919 FedBid, Inc. 707 Federal Acquisition Institute (FAI) 901 Federal Publications Seminars 506 FEDLINK - Library of Congress 519 GE Aviation 921 General Services Administration 906 ICAT Systems 314 Integrity Management Consulting, Inc. 615 J.A. White & Associates, Inc. 714 Lockheed Martin 307 NASA SEWP 718 National Geospatial - Intelligence Agency 301 National Industries for the Blind 501 NeoSystems Corp. 421 NIH-NITAAC 716 Office of the Comptroller of the Currency 814 Old Dominion University 304 World Congress 2015 59 Plustek Technology Inc. 322 PotomacWave Consulting 520 Premier Management Corporation 915 908 Program Support Center (PSC) 400 PROPRICER 614 Saint Louis University - School for Professional Studies 913 Simventions, Inc. 324 Society of Corporate Compliance & Ethics 518 SourceAmerica 601 Strategic Systems Programs 302 The George Washington University 409 Unanet 316 United Soybean Board 320 United States Department of Agriculture BioPreferred Program 309 United States Postal Service 325 University Alliance 924 University of Tennessee 407 Wolters Kluwer 818 YRCI 721 Are you looking for an 8(a), Woman Owned, Small Disadvantaged Contractor? PROFESSIONAL SERVICES: Administrative Support, Staff Augmentation, Health Care Services (LPN, Physician, Nurse Practitioner), Management Consulting Services, Training Development and Delivery, Accounting Services, Facilities Support Services, Acquisition Support, SETA Support Services INFORMATION TECHNOLOGY SERVICES: IT Consulting Services, Computer Programming and Design, Helpdesk, Data Processing, Hosting, and Related Services, Hardware and Software Procurement COMMITMENT: Reliable and qualifed resources available. Preference will be given to veterans. Sensitive to client budget constraints. Access to qualifed teaming partners. Experience in executing SCA contracts and on boarding from incumbents. Low Fee, G&A, and Overhead. CONTRACT VEHICLES: SeaPort-e Prime Contract Number: N00178-11-D-6557 eFast Prime Contract Number: DTFAWA13A-00117 8(a) can be awarded sole source contract under FAR 19.808-1 For contracting assistance, contact the SBA Pittsburgh District Offce at 412-395-6560 ncmaworldcongress.org EXHIBITOR BOOTH INDEX Privia LLC Contact us: Dr. Jyothi Gella President, Gella LLC (814) 539-6687 [email protected] www.gella-llc.com 8(a) woman owned SDB EDWOSB located in HUBZone D-U-N-S Number: 170417674 CAGE code: 33QT0 We are here to serve you 59 60 Save the date for NCMA’s next training events! Mark your calendar for these upcoming dates. THE 34TH ANNUAL GOVERNMENT CONTRACT MANAGEMENT SYMPOSIUM (GCMS) UPCOMING NCMA EVENTS Transforming the Profession: Anticipating and Adapting to Change Washington Marriott Wardman Park, Washington, DC December 14–15, 2015 REGISTRATION NOW OPEN! SUBCONTRACT MANAGEMENT TRAINING FORUM 2016 Supply Chain Management and the Competitive Advantage Sheraton Premiere at Tysons Corner, Tysons, VA March 17–18, 2016 Chapter Leader Training NEW—CALL FOR PRESENTATIONS OPENS AUGUST 7! Increased development opportunities for experienced, new, and potential NCMA chapter leaders. FALL CHAPTER LEADER SUMMIT 2015 Washington Marriott Wardman Park, Washington, DC December 13, 2015 Eliminate Paper From Your Contracts with E-Signatures VISIT 9 91 BOOTHRLD CONGRESS WO AT NCMA CHANCE TO WIN FOR A LE WATCH AN APP By digitizing your contract workflows with e-signatures, your company can: Streamline contracting processes and accelerate approvals Securely access electronic records Avoid common and risky contracting errors Visit e-SignLive at booth 919 For more information, contact a representative at: 1-888-SILANIS (745-2647) or visit www.silanis.com 60 World Congress 2015 61 Convention Center MAPS ncmaworldcongress.org 61 62 MAPS Texas Ballroom « Level 3 6 5 4 B D San Antonio 5 1 2 3 4 Texas Ballroom A 6 3 C 4 5 6 Austin 3 2 1 7 6 5 2 Dallas 2 3 4 1 1 ??? General Session: Texas AB Ballroom Breakout Sessions: Texas CD Ballroom, Texas 1–6, Dallas 3–7, San Antonio 1 and 6, Austin 4–6 Speaker Ready Room: Austin 1–3 ??? Info Booth Innovation Lounge Restrooms Escalators 62 World Congress 2015 63 Longhorn Exhibit Hall B C D Level 1 E MAPS A « F Exhibit Hall Registration Government contracting: Practical experience. Industry knowledge. For over 30 years, EY’s Government Contract Services team has been helping companies meet the challenges of a complex regulatory environment. We provide support in a variety of areas, including: • • • • • • • • • Audits and investigations Business systems Commercial item acquisition Cost Accounting Standards Export controls External/internal restructuring Federal Supply Schedules Indirect cost rates Litigation Support/disputes/claims/ expert reports • Pharmaceutical pricing • Proposal support/subcontract analysis • REAs/terminations Visit our booth or ey.com/us/fds ncmaworldcongress.org © 2015 Ernst & Young LLP. All Rights Reserved. 1506-1542904_EC ED None. Restrooms 63 NOTES 64 64 World Congress 2015 65 NOTES ncmaworldcongress.org 65 NOTES 66 66 World Congress 2015 67 NOTES ncmaworldcongress.org 67 NOTES 68 68 World Congress 2015 Under pressure? ConsultWithIntegrity.com 703.349.3394 Of course you are. There’s no letup in the number of contracts to be awarded against mounting deadlines and tight budgets. You may have limited staff with the experience you require. Integrity contract and acquisition management experts can relieve the multiple pressures across the full contract lifecycle or provide relief at a particular point of need. Award fully compliant contracts on time and breathe … with INTEGRITY. © 2014 Integrity Management Consulting, Inc. All rights reserved. If you think “There must be a beter way” … you’re right. Saving money, reducing integraton errors, and streamlining processes should not be on your “wish” list. They should be on your “done” list. CACI can make that happen, for all aspects of your procurement system. For more than 20 years, CACI has applied its culture of integrity and good character to procurement integraton and applicaton development, implementaton, training, and consultant services for the federal sector. Contact us to find out how CACI’s acquisiton experts can support your procurement needs from start to finish. We can help you with: ■ Acquisiton Planning and Program Management Come hear CACI Executve ■ Acquisiton Solutons and Systems Chairman Dr. J.P. London’s keynote address on July 29 at 8:30 a.m. ■ Dr. London is the author of Character: The Ultmate Success Factor. ■ Business Systems Implementaton and Support ■ Comprehensive Contract Management ■ Visit us at: ■ Best-Value Source Selecton Services and Tools – FedSelect Oracle® Contract Lifecycle Management for Public Sector Pre- and Post-Award Contractng Support Booth 413 www.caci.com I N F O R M AT I O N D E P L O Y E D . S O LU T I O N S A DVA N C E D. MISSIONS ACCOMPLISHED. A Fortune World’s Most Admired Company ©CACI 2015 A142_1506 · All trademarks and registered marks are the property of their respective owners.