This is NOT Your · 2019-11-21 · – CLC 007, Contract Source Selection – CLC 063, Source...
Transcript of This is NOT Your · 2019-11-21 · – CLC 007, Contract Source Selection – CLC 063, Source...
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This is NOT Your Grandfather’s Source Selection Process
Breakout Session #: F11
Presented by: Scott Sweeney, Senior Procurement Analyst, DoD (DPAP)
Tom Elsesser, Professor of Contracting, DoD (DAU)
Michelle Currier, Professor of Contract Management, DoD (DAU)
A Conversation with Industry and Government on
the Source Selection Process
Time: July 24, 2018
Date: 3:30 pm
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• Introductions and Welcome
• Barriers to a Successful Source Selection Process:
Comments, Questions, Industry Perspectives
• The Source Selection Team
– The Non-Acquisition Workforce
– Training Methods, Tools, and Best Practices
• The Source Selection Simulation (Triple-S)
Agenda
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• Most members of the Source Selection
team (“The Team”) aren’t in acquisition
workforce positions. Estimated at 53%.
• They have little or no formal training in
acquisition processes
• “The Team” doesn’t come together until
well after a requirement does
The Source Selection Team –
Who are They?
*** The Non-Acquisition Workforce (Non-AWF)
***
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Acquisition Training for
the Non-AWF
• Individual Training Recommendations for Multi-Functional Team
Members (Basic)– Acquisition Ethics
– Contracting Overview
– Market Research
– Strategic Sourcing
– General Acquisition Processes
• Source Selection Training? Prefer Group Training & Interpersonal Dynamics
• 1st Preference: Group Training, Source Selection Team members
• 2nd Preference: General, Mixed Team Training
• 3rd Preference: Just-in-time, Individual Online Training
Interpersonal
Dynamics –The give and take
behavior between
people during
human interaction
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Online Courses
• Not required, but individual online courses (just-in-
time) are available: (industry can access and take
these)
– CLC 007, Contract Source Selection
– CLC 063, Source Selection Proposal Technical Evaluations
• Students Taking DAU Online, Source Selection CoursesFY17 AWF (DoD
& Fed)
DoD
Non-AWF
Other Federal
Non-AWF
Industry TOTAL
CLC007 2,686 1,679 1,929 107 6,402
CLC063 598 686 272 24 1,428
In terms of
demand:
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Best Practice: Source Selection
Engagement Teams & Facilitators
• Use agency’s acquisition forecast to plan source
selection support
• Advise Program Managers and Source Selection Team
on agency best practices, templates, tools, etc.
• Agency Source Selection Classes
– Conventional Practice: If done at all, conducted late, just before
Source Selection
– Recommended Best Practices:
• Conduct with entire team
• Conduct earlier rather than later
• Final team discussions about (1) evaluation factors and (2) risk
analysis and how the level of risk will be evaluated during source
selection
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Source Selection Simulation (Triple-S)
• Team Training: Simulated Requirement
• Four Days: Hands-on Activity
• Currently: Systems Requirement
• Future: Services Requirement (Facility Support Services,
Equipment-Related Services)
• Focuses on Technical Evaluation Board (TEB) Mechanics
– Not Past Performance Relevancy/Performance Confidence
Assessment, Small Business Evaluation, etc.
• More information: http://dau.dodlive.mil/2015/04/21/source-selection-
simulation-intact-team-training-on-picking-a-provider/
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Triple-S - Overview
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Triple-S - Day 1
Day 1 Schedule Start/Stop
• Introduction 0800-0815
• Presentation - Course Overview 0815-0915
• Break 0915-0930
• Day 1 - Team Competition (Triple-S knowledge) 0930-1000
• Presentation - Initial Evaluation 1000-1100
• Lunch 1145-1245
• Exercise - Initial Eval/Eval Worksheets (EWs) 1245-1545
• Break (as needed) ***
• Exercise - Discuss Initial Findings w/Subfactor
Chief (SFC) & Team 1545-1600
• Exercise - Meet with Sub-factor Chiefs/Source
Selection Evaluation Board (SSEB) Chair 1600-1645
Course Introduction &
Overview
Initial Evaluation of
Proposals
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Triple-S - Day 2
Day 2 Schedule Start/Stop
• Day 2 - Team Competition (Triple-S knowledge) 0800-0830
• Presentation - Evaluation Notices (ENs) 0830-0930
• Break 0930-0945
• Exercise - Draft/Write ENs 0945-1030
• Exercise - Discuss/Rewrite ENs 1030-1115
• Presentation - Competitive Range 1115-1145
• Lunch 1145-1245
• Exercise - Draft Initial Eval Brief (IEB) 1245-1500
• Break (as needed) ***
• Exercise - Discuss recommended rating for sub-
factor 1500-1545
• Exercise - Discuss/Finalize/Dry-run IEB with
SSEB Chair 1545-1645
Write Evaluation Notices/
Dry-Run Initial Evaluation
Briefing
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Triple-S - Day 3
Day 3 Schedule Start/Stop
• Day 3 - Team Competition (Triple-S knowledge) 0800-0830
• Exercise - Brief IEB to Independent Review Team 0830-0900
• Presentation - Discussions 0900-1000
• Exercise - Conduct Discussions 1000-1015
• Break 1030-1100
• Exercise - Hotwash Discussions 1100-1130
• Lunch 1130-1230
• Presentation - Final Proposal Revisions (FPRs) 1230-1330
• Exercise - Evaluate EN Responses 1330-1400
• Break 1430-1500
• Exercise - Evaluate FPR 1500-1700
Initial Evaluation Briefing
Conducting Discussions
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Triple S – Day 4
Day 4 Schedule Start/Stop
• Day 4 - Team Competition (Triple-S knowledge) 0800-0830
• Presentation - Final Evaluation Briefing (FEB) 0830-0900
• Exercise - Prepare FEB for Source Selection
Authority (SSA) 0900-0915
• Break (as needed) ***
• Presentation - Pre-Award Documentation/Post-
Award Activities 1130-1200
• Lunch 1200-1300
• Exercise - Present FEB to SSA 1300-1400
• Exercise- SSA Observations/Hotwash 1400-1430
• Break 1430-1445
• Exercise - Debriefing Exercise/Hotwash 1445-1530
• Survey 1530-1545
• Final Round - Team Competition 1545-1600
• Final Comments 1600-1630
Final Evaluation Briefing
Interacting with & Feedback
from the Source Selection
Authority
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Questions?Points of Contact
Scott M. Sweeney
Senior Procurement Analyst
Office of the Under Secretary of Defense for Acquisition and
Sustainment, Defense Procurement and Acquisition Policy
(OUSD(A&S)/DPAP)
Email: [email protected]
Michelle Currier, CPCM, CFCM, Fellow
Professor of Contract Management
Defense Acquisition University (Mid-Atlantic)
Email: [email protected]
For more information about the
Source Selection Simulation (Triple-S),
please contact:
Tom Elsesser
Professor of Contracting
Defense Acquisition University (South)
Email: [email protected]