World Congress 2017 Breakout Sessions

World Congress 2017 offers 100+ breakout sessions, allowing attendees to receive customized training in the areas of their choice. To view the full details of each session, select the drop-down boxes by date below. Click on "Download Presentation" at the end of each session description to view the presentation slides.

Visit the Education Tracks page to view descriptions of each associated track.




Session Number • Track Title • RoomLevel of Difficulty

Presenter Name, Presenter Title

Session Description

Monday, July 24

11:15am–12:30pm—A Sessions

Managing Data Rights and Intellectual Property in Federal Procurements

A01 • Advanced Contracting Concepts & Issues • Room 325Basic

Isaias “Cy” Alba, Attorney at Law, Partner, PilieroMazza PLLC
Megan C. Connor, Partner, PilieroMazza PLLC

Both government personnel and contractors misunderstand effective management of intellectual property (IP) under federal contracts—especially questions pertaining to ownership and the impact of license rights. Hear real-life dilemmas and practical advice on how to negotiate data rights. Government managers will learn the full scope and limits of their ability to secure rights or ownership in IP, while contractors will learn how to protect their rights.
ACTIVITY: Through interactive role-play, attendees will unpack data rights and IP issues to understand what the regulations mean and how to use them effectively. Download presentation

“Buy American” vs. the Real World of Federal Contracting

A02 • Advanced Contracting Concepts & Issues • Room 305Advanced

Deborah Appel, Attorney, Law Office of Deborah Appel

In the current political environment, there is a push to buy American. This simplistic slogan fails to take into consideration the current law and treaties dealing with foreign acquisition. Hear about what is and isn't considered American-made for the purposes of the Buy American Act (BAA) and how various treaties and agreements impact these purchases. Examine the law surrounding the BAA and trade treaties, and how the courts and boards have interpreted Buy American issues over the years.
ACTIVITY: Small groups will review and outbrief actual cases to learn how the courts and boards have interpreted the BAA and how it really applies to acquisitions. Download presentation

Cost-Type Contracting: Requirements, Risks, and Rewards

A03 • Advanced Contracting Concepts & Issues • Room 306Intermediate

Mike LaCorte, CPA, CVA, Principal, The Kenrich Group LLC
Peter Hutt II, Senior Counsel, Covington & Burling

Learn about the requirements, risks, and rewards of cost-type contracts, including potential application of the Cost Accounting Standards and Earned Value Management System criteria. Hear about unique cost-type contract administration issues, cost allowability requirements, incurred cost submissions, and the closeout of cost-type contracts. This session will be helpful for contract administration, accounting, and government acquisition personnel.
ACTIVITY: Groups will be provided different fact patterns to determine if cost-type contracting is appropriate and what other considerations are relevant. Download presentation

Unallowable Costs 2017: An Update on a Favorite Topic

A05 • Foundational Contracting Training • Room 302Basic

Melanie Burgess, CPA, CPCM, Fellow, President, Burgess Consulting, LLC
Robert E. Jones, CPA, CPCM, Fellow, Government Contracts & Accounting Expert, Left Brain Professionals Inc.

Avoid billing issues, incurred cost audit findings, and pass pre-award accounting system surveys! Explore the often-overlooked information in FAR 31.000-31.204 and how it sets the stage for the selected costs in FAR 31.205. This session has been updated to reflect changes in 2016 and 2017, including the recently released FAR 31.205, Cost Principles Guidebook.
ACTIVITY: Attendees will parvticipate in short activities to identify direct vs. indirect costs, cost reasonableness, and consistency in classifying costs. Note: Depending on experience with cost regulations, attendees may want to participate in the foundational session D11 titled “A Case Study in Unallowable Costs” after attending this session. Download presentation

Certified is Not Qualified: How Do We Know We Have a Qualified Workforce?

A06 • Managing Contracting Organizations • Room 304Intermediate

Jeffrey Birch, DAWIA Level III, FAC-C Level III, Acting Director, Federal Acquisition Institute (FAI)
Joanie F. Newhart, CPCM, Fellow, Associate Administrator for Acquisition Workforce Programs, Office of Federal Procurement Policy

Senior acquisition executives observe that years in service, education, and certification level do not equate to the ability to perform or reflect the qualification of an individual. What are the measures/indicators that ensure Federal Acquisition Certified (FAC) individuals are qualified to perform at their FAC levels? Attendees will share their perspectives as senior leaders, managers, journeymen, and entry-level acquisition workforce members. Download presentation

Corporate Ethics: Lead from the Top or Pay Through the Nose

A07 • Managing Contracting Organizations • Room 309/311Intermediate

David Warner, Partner, Centre Law & Consulting LLC

This session will review recent enforcement actions—including whistleblower, qui tam, and debarment processes— with respect to federal contractors. Hear about the current state of the law concerning “hidden” ethical traps for import/export, ITAR/EAR, and TAA, in addition to the more common traps of the False Claims Act and Foreign Corrupt Practices. Corporate ethics are expected to remain a significant concern for contractors even under the new administration. Leave with guidance to understand the current legal landscape and to identify and mitigate such risk. Download presentation

Corporate Update: Recent Business Law Decisions and Compliance Trends

A08 • Emerging Legislative & Regulatory Trends • Room 310/312Intermediate

Seth Berenzweig, J.D., Managing Partner, Berenzweig Leonard LLP

Get up-to-date on the most significant business law developments and trends in federal agency enforcement actions. Hear the past 12 months of changes that impact corporate risk-mitigation strategies, human resource practices, and ultimately the corporate bottom line. Emphasis will be on specific ways the compliance and enforcement actions of the current administration contrast with those of the previous administration.
ACTIVITY: Attendees will complete a short survey to identify the 3 most significant regulatory challenges they face. Download presentation

Building a Successful PM/CO Relationship

A09 • The Acquisition Team • Room 307Intermediate

Lyle Eesley, Fellow, President, Lyle Eesley Consulting
Phil Salmeri, CPCM, Fellow, President, M&MH Design Inc.

Program managers (PM) and contracting officers (CO) both have challenging and demanding responsibilities. How effectively these key members of the acquisition team work together plays a significant role in a program’s success. Explore the challenges COs face in developing and maintaining solid relationships with PMs. Hear strategies that COs can use to identify and resolve issues with PMs to ensure contract strategies successfully support program objectives.
ACTIVITY: Attendees will share experiences in working with PMs and learn from each other. Download presentation

Agile Acquisition and the Contract Management Role

A10 • Acquiring IT Services • Room 326Advanced

Clareice Chaney, Principal Acquisition Specialist, MITRE Corporation

The impact of agile on the contract is significant. Getting all stakeholders on a common page is critical. Understanding exactly what changed and what didn’t, or if an impact is minimal, will help everyone produce a better package. As a contracting professional, is your role leading actor, substitute, or principal? Come find out. Download presentation

Prove it! How to Succeed in Contractor Purchasing System Reviews

A11 • Foundational Contracting Training • Room 324Intermediate

Jack Hott, Lifetime CPCM, CFCM, Fellow, Principal, Sourcing Outcomes & Solutions LLC
Mike Thacker, Business Manager, Restoration Services Inc.

Learn the three-step audit approach of system existence, adequacy, and compliance to “prove it!”
ACTIVITY: Participants will take common contractor purchasing system review (CPSR) requirements and discuss how to prove to an auditor where requirements exist in documented procedures, how the requirements are adequately covered, and what evidence exists demonstrating compliance. Download presentation

How to Negotiate a Better Deal

A12 • Foundational Contracting Training • Room 327Intermediate

Matthew Jeffery, CFCM, Contract Manager, Ball Aerospace & Technologies Corp.

This session focuses on the basic and advanced methods of negotiation ranging from establishing objectives, avoiding pitfalls, body language, tricks/tactics, balance of power, and reinforcing the power of effective communication and why what you say matters.
ACTIVITY: Small-group negotiation exercises where attendees assess body language and use of words, followed by a discussion of the results. Download presentation

Use of GWACs—A Panel Presentation

A13 • Acquiring IT Services • Room 301/303Basic

Joanne Woytek, Program Manager, NASA SEWP
Robert Burton
, Partner, Crowell & Moring LLP
Chris Hamm, Director, GSA FEDSIM

All federal buyers need to use a procurement tool for purchases. Having a discussion on the features and capabilities of the various tools lends itself to having a more educated procurement community. Hear about the importance of effective acquisition procurement tools that can greatly reduce costs associated with the procurement process. Learn the value of applying value-adding sales content to help identify government buyer’s needs, and learn to identify the government buyer’s solution points.
ACTIVITY: Q&A with the various program managers who may have opposing approaches to a specific procurement issue will lead to deeper, livelier discussions about the federal buying process.

Simplifying IT Acquisitions

A14 • Acquiring Health Services • Room 315Intermediate

Bridget Gauer, Acting Program Director, National Institutes of Health Information Technology Acquisition and Assessment Center (NITAAC)

Learn how governmentwide acquisition contracts (GWACs) can deliver a streamlined, friction- and protest-free IT acquisition process. Hear how you can simplify IT acquisitions and reduce timeframes through the use of GWACs and Fair Opportunity, FAR 16.505. Download presentation

Category Management and the Acquisition Gateway

A15 • Leveraging Advancing Technology • Room 313/314Basic

Sara Schulz, Program Analyst, General Services Administration

How can contract managers make their procurements easier and more efficient? Learn about category management and the Acquisition Gateway, which helps with each step of the acquisition lifecycle. Case studies will illustrate category management's implementation.
ACTIVITY: An interactive scavenger hunt will demonstrate how to use the Acquisition Gateway and its tools.

Commercial Software Licensing: DOD ESI & OMB Software Category Management

A16 • Leveraging Advancing Technology • Room 318/320Intermediate

Floyd Groce, DAWIA Level III, IT Strategic Sourcing Lead, Department of Navy (DON) CIO

This session will provide an overview of DOD’s IT strategic sourcing landscape, including DPD Enterprise Software Initiative (ESI) efforts and federalwide expansion through OMB’s Category Management Initiative. Attendees will hear lessons learned from successful strategic vendor management and walk through an exercise using a sample end user license agreement (EULA) to highlight key government considerations for commercial IT procurements. DOD has a relatively long history in enterprise sourcing that can benefit contract management professionals as OMB moves to expand efforts federalwide. Download presentation

2:30pm–3:45pm—B Sessions

The Cost of Doing Business—Let's Break It Down

B01 · Advanced Contracting Concepts & Issues • Room 327 · Intermediate

Daniel Chalfant, CPCM, CFCM, Sr. Cost/Price Analyst, General Atomics

As a business owner, do you know what it costs to produce your product? Do you have any idea what your competitor’s costs might be? Would you like to know your supplier’s costs? There is an easy new way to estimate your costs, your competitor’s cost, and your supplier’s costs. This session offers a new way to look at cost breakdowns. ACTIVITY: Attendees will estimate the cost breakdown of their favorite product with minimal data and then compare them to industry averages. Download presentation

Keys to an Acceptable Government Property Management System

B03 · Advanced Contracting Concepts & Issues • Room 302 · Intermediate

Roy Conley, PMP, Senior Manager of Government Consulting, CohnReznick LLP
Kristen Soles, CPA, Partner, CohnReznick LLP

To comply with government property management requirements, prime contractors and subcontractors must implement specific property management processes. Hear an overview of government property management systems, navigate the requirements and responsibilities, and learn to avoid noncompliance penalties. Learn about the various classes of government property, elements of a property management system, and what to expect in a property management system audit.
ACTIVITY: Attendees will identify types/classification of government material. Download presentation

Maximizing Teaming Under the Small Business Administration’s New Joint Venture Rules

B04 · Business Acumen • Room 301/303 · Intermediate

Adam Lasky, J.D., Partner, Oles Morrison Rinker & Baker LLP
Shene' Commodore, CPCM, Fellow
, President, Commodore Consulting, LLC

In 2016, the Small Business Administration made monumental changes to its regulations concerning the eligibility of joint ventures to compete on small business and status-based set-asides. These included major revisions to the 8(a) mentor-protégé program, creation of the All Small Business mentor-protégé program, and opening the door to multi-small business joint ventures. Hear guidance on how contractors large and small can use the new rules to maximize their chances of winning contracts.
Groups will compete for a hypothetical small business set-aside contract award by crafting teaming arrangements. Another group will act as “source selection officials,” deciding which teams represent the best value. The presenters will then determine whether the top-ranked teams complied with SBA regulations. Download presentation

How We Bid: The Strategic Industry Decision-Making Process

B05 · Business Acumen • Room 309/311 · Intermediate

Stephen Yuter, CPCM, CFCM, Fellow, Senior Manager, Deloitte Services LLP
Zhenia Klevitsky, Director & Client Relationship Executive, PricewaterhouseCoopers

Get an up-close and personal perspective of how industry views government requirements in their strategic decision-making process. The goal of this session is to educate attendees on the impacts of RFP development, and how industry analyzes and views that information to determine bid decisions, teaming arrangements, competitive advantages, delivery risk, capture/pursuit strategy, and proposed pricing and solutions.
Attendees will participate in an interactive and collaborative activity which allows them to consider acquisition strategy and evaluation criteria as they review a draft RFP. Download presentation

Contracting Strategy Helping Wounded Warriors and the Disabled

B06· Foundational Contracting Training • Room 305 · Basic

Leo Devora, Assistant Vice President, AbilityOne Sales
Chuck Guta, Army Key Account Manager, SourceAmerica 

How can I award necessary contracts that meet mission needs, while doing something worthwhile for those who just need a chance? Everyone benefits from federal contracts employing the blind or with significant disabilities, focusing on veterans with service disabilities. AbilityOne contracts are excluded from the SBA goals and considered “other than competitive” under CICA. FAR 8.7 implements statutory guidance under Javits-Wagner-O’Day Act. Using AbilityOne in the acquisition strategy provides quality products and services by a competent workforce recognized for loyalty, high retention, excellent productivity and outstanding morale.
Small groups will review cost effective, on-time, reasonable price solutions that might include such things as supply chain management, document and records management and destruction, total facility management, etc.

The Data Act and Its Impact on the Contracting Community

B07 · Managing Contracting Organizations • Room 325 · Intermediate

Som Saadat, Vice President, CGI

The Data Act is a hot topic in the acquisition and financial community. The Data Act built upon existing public reporting requirements for all procurement actions over the micro-purchase threshold. In this session, hear about the impact of the Data Act on existing agency governance processes, the contracting community, and expected changes to existing reporting mechanisms such as Federal Procurement Data System - Next Generation and USASpending.gov. Download presentations

Investigation, Suspension & Debarment Minefields

B08 · Emerging Legislative & Regulatory Trends • Room 324 · Advanced

Timothy Farris, Former Procurement Director, Environmental Protection Agency
Robert Meunier
, Chief Executive Officer, Debarment Solutions Institute

What recently passed laws and regulations will be priority areas of enforcement and action under the new administration? How do you stay on top of your compliance game? How do you detect lurking compliance and ethical risks in your contracts or contractors? This session will examine the evolving legal, regulatory, and enforcement priorities for both government and industry personnel. Buyers of government goods and services will learn tools for monitoring for bad-acting contractors and prevent poor management from defunding programs. Sellers will learn about compliance risks that have the ability to destroy them.
Small groups will work with case studies to develop their lists of potential adverse outcomes and ways to avoid them. Download presentation

An Army Project Manager’s New Approach to an Integrated Project Team

B09 · The Acquisition Team • Room 315 · Advanced

Larry Asch, DAWIA Level III Contracting, Principal, ZYGOS Consulting
Nick Tsiopanas
, President, ZYGOS Consulting

Hear about the U.S. Army’s integrated project team known as the Enterprise Contract Management Group (ECMG) that has established unprecedented collaboration between the program office, contracting activity, and industry. This has resulted in maximizing competition, increasing prime contracts for small business, reducing indirect costs, utilizing existing contract vehicles, and shortening award cycle times.
ACTIVITY: Discussion of the fundamental concepts of how a successful team operates. Download presentation

Don’t Become a Poster Child for a Cyber Breach

B10 · Acquiring IT Services • Room 310/312 · Intermediate

Robert Jones, CPA, CPCM, Fellow, Government Contracts & Accounting Expert, Left Brain Professionals
Terrence M. O'Connor, J.D., LL.M.
, Co-Chair, Government Contracts Practice, Berenzweig Leonard LLP

No government contractor wants to be known for a cyber breach. The due diligence the government demands starts with complying with the FAR Basic Safeguarding clause, FAR 52.204-21. This session will walk you through this critical clause’s terms and requirements and explain in plain English how you can comply. ACTIVITY: Participants will be presented with a series of short case study fact statements and evaluate the contractor’s safeguarding practices. Download presentation

Teaming Agreements in 2017 and Beyond

B11 · Foundational Contracting Training • Room 307 · Basic

Sander Wilson, CFCM, CF APMP,Director, Business Operations, LVW

Small, medium, and large businesses team together to pursue business opportunities every day, with variable effects. This session will provide a primer to industry and customers on what makes a good teaming agreement, and what not to do when contemplating forming a team or hiring one.
Small groups will each develop an “exhibit A” using pre-written terms to be negotiated with an opposing group. Download presentation

A Simplified, Customer-Focused Acquisition Strategy

B12 · Foundational Contracting Training • Room 313/314 · Intermediate

Jon Katz, DAWIA III Contracting, PMP, Vice President, National Industries for the Blind
Brian Ganzert
, Director of Contracts, National Industries for the Blind

Contracting officers have a myriad of choices to make when it comes to determining the best acquisition strategy to meet their customers’ needs. Representatives from National Industries for the Blind, one of two central nonprofit agencies designated by the AbilityOne Commission, will present a practical strategy and real-world examples to integrate into their acquisition planning.
Attendees will decide how they would implement FAR Parts 6 and 8.7 into a variety of product and service scenarios. Download presentation

The Power of Relationships

B13 · Professional Development • Room 306 · Basic

Glenn Richardson, Leadership Coach and Executive Advisor, Career Partners International
Carol Richardson, Senior Vice President and Executive Consultant, Career Partners International

Our workplaces, our organizations, and our contracting profession depends on each of us to be thoughtful and respectful in our interactions with others. Our relationships mold our experiences and have a subtle, yet powerful, impact. While building relationships isn't the only thing needed for success, the support of others has incredible virtues. Discover how to build and sustain relationships.
Small-group exercises examining the characteristics of professional vs. personal relationships, networking, followed by debriefings. Download presentation

The Good, Bad & Ugly of Acquiring Health Services

B14 · Acquiring Health Services • Room 308 · Intermediate

Ted Terrazas, Senior Vice President of Medical Services, Chenega Corporation

This session will outline planning and evaluation techniques for health services, while using good, bad, and ugly real-world anecdotes. The speakers will fill in the gaps of current methods and demonstrate new tools and techniques for better health services selection.
Participants will have the opportunity to evaluate scenarios and techniques. Download presentation

CMBOK 5: Your Roadmap to Superior Contract Management Performance

B15 · Professional Development • Room 318/320 · Intermediate

John Wilkinson, CPCM, Fellow, Chief Standards and Accreditation Officer, National Contract Management Association
Rene Rendon, CPCM, CFCM, Fellow, Associate Professor, United States Naval Postgraduate School

The Contract Management Body of Knowledge (CMBOK) paints a picture of a successful Contract Manager (Buyer or Seller), and provides a roadmap for how to get there. The CMBOK serves as the prevailing guidance for contract management workforce competence, organizational capability, training programs, and college curricula. The recent CMBOK update is founded on the new Contract Management Standard (CMS) and its consensus-based competencies. This session will explore the technical competencies found in the CMS (Guiding Principles, Pre-Award, Award, and Post-Award), and identify the fortifying competencies required to achieve superior, sustained contract management performance (Leadership, Management, and Learn). This session is intended for those who are interested in improving individual competence and organizational capability. Download presentation

Is There A Better Way To Contract? Digital Contracting in 2017

B16 · Leveraging Advancing Technology • Room 326 · Intermediate

Christopher Goolsbee, Contracting Officer, NOAA

Are you still using paper contracts in your organization? Is that the best use of your organizational resources or is there a better way? Hear about the innovations that have presented themselves in the digital contracting space over the past few years. Learn about ease of use, security, and what needs to be done in order for a digital contracting system to be legally sufficient. Download presentation

4:00pm–5:15pm—C Sessions

Developing Alternatives in Negotiations: There is Always Another Way

C01 · Advanced Contracting Concepts & Issues • Room 327 · Intermediate

Ralph Criss, CPCM, Fellow, C.P.M., Sr. Fellow, Fluor Corporation
Andrea Sickler,
Contract Manager, Fluor Corporation

This course will provide negotiators with tools to take their negotiation skills to a higher level. Participants will learn useful tactics to avoid deadlocks. Experienced negotiators will find ways to establish value and less experienced negotiators will increase the tools in their negotiations tool box.
Based on a provided scenario, groups will develop a negotiation strategy using the concepts presented in the session. Download presentation

Case Study of Unique Terms and Conditions in Texas & California

C02 · Advanced Contracting Concepts & Issues • Room 301/303 · Intermediate

Virginia Dawson, Senior Contracts Administrator, Grant Thornton LLP
Will Puga
, Senior Contracts Administrator, Grant Thornton LLP

California and Texas each spend over $260B annually on acquisitions and have unique requirements for state contracting. Hear about the unique procurement regulations in each state, opportunities available for small and disadvantaged businesses, statewide contracting vehicles in each state, and unique requirements of key municipalities in each state. Perfect for those whose companies may be looking for new opportunities.
 2 rounds of a knowledge check game. Download presentation

Adequate Accounting Systems for Cost-Type Work

C03 · Advanced Contracting Concepts & Issues • Room 302 · Basic

Donna Dominguez, Director, Aronson LLC
Aisha Mian
, Managing Consultant, Aronson LLC

Learn how to achieve and ensure an “adequate” accounting system that clears the way for flexibly priced contract awards. Hear about timekeeping, managing funding, and paying subcontractors. This session allows both buyers and sellers to understand what is expected and required in order to award or receive cost-type or time-and-materials contracts/subcontracts. Download presentation

The Contract Requirement You Added Just Doubled Your Cost!

C04 · Business Acumen • Room 326 · Basic

Sara Brown, CFCM, Fellow, Senior Contract Administrator, Ball Aerospace & Technologies Corp.
Jami Eckel, CPCM, 
Senior Contract Administrator, Ball Aerospace & Technologies Corp.

All too often as buyers we include contract requirements and clauses that may not be appropriate for the requirement being procured. Sometimes it’s lack of time to review, sometimes it’s internal pressures, and sometimes it’s just by accident. The problem is that every requirement or clause added has potential increases to cost. Hear lessons learned and ways for both parties  to catch potential requirements cost issues before they end up in the RFP, or even worse, on the contract!
Online polling will occur throughout the session. Various contract requirements commonly used to protect the buyer will be listed for attendee input. Download presentation

An Open Dialogue on Effective Industry Communications

C05 · Business Acumen • Room 304 · Intermediate

Millisa Gary, M.B.A., FAC-C III, FAC-COR II, Procurement Ombudsman, U. S. General Services Administration
David Drabkin
, Principal, Drabkin & Associates, LLC
Mike Pullen, PMP, Director, Strategic Operations, CGI Federal
Major Clark III, Assistant Chief Counsel, Small Business Administration

Let’s strengthen our partnership! Promoting meaningful government/industry dialogue is a goal of government and key to leveraging partnerships that foster innovation, cultivate small business participation, and drive value to governmentwide customers. Learn best practices and successful strategies for fostering open communication and debriefing unsuccessful offerors.
Attendees will be given a set of statements and asked to distinguish facts from myths. Download presentation

Survey of Contract Management Organizations’ Resources, Tools, and Structure

C06 · Managing Contracting Organizations • Room 306 · Intermediate

Bill Bressette, CPCM, Principal, Baker Tilly
Robert Austin, CFCM
, Director, Baker Tilly

Baker Tilly will share the results of its inaugural Contract Management (CM) Benchmarking Study. Hear key observations and best practices related to the CM infrastructure employed by the nation’s leading government contractors, large and small, across a variety of industries. Attendees can share their thoughts regarding best practices, challenges, and forward-looking considerations relating to the CM function at their respective organizations. Designed for professionals at the manager level and above. Content will focus on practices across all phases of the contract lifecycle that will facilitate effective contract management for both buyers and seller. Download presentation

How Prepared Are You to Manage a Contracting Organization?

C07 · Managing Contracting Organizations • Room 307 · Basic

Richard Volpe, Instructor and Subject Matter Expert, Management Concepts

Often times, contracting leaders are placed into management roles in contracting organizations with little training or guidance on how to be successful in their new role. Explore key elements of performance management, including performance planning techniques and ways to leverage leadership skills to develop and retain contracting workforce talent. Acquisition professionals will leave this session with a high-level understanding of leadership skills and tools they can use in their management roles. Download presentation

National Defense Authorization Act 2017 Acquisition Policy & Practices

C08 · Emerging Legislative & Regulatory Trends • Room 309/311 · Intermediate

Adam Sanchez, Contracts Specialist, Deloitte/DCMA–Army Reserve (Major)
Greg Roberts
, Senior Contracts Manager, Deloitte

Congress makes a loud and clear statement in the latest National Defense Authorization Act. Enacted changes target improvements on competition and bureaucracy while leveraging commercial items and services more effectively. Come learn and discuss what these changes foretell. Download presentation

Help Lead Improvements in Contracting and Program Management Practices

C09 · The Acquisition Team • Room 305 · Basic

Dale Gillam, CPCM, Corporate Program Manager and EVM Focal Point, SAIC
Andrea Nibert
, EVM Manager, Leidos

The program management community, through NDIA’s Integrated Program Management Division, and the contract management community, through NCMA’s Tysons Chapter, have formed a jointly led working group to collaborate on solutions to contract and program management challenges. This session is a facilitated brainstorming session to collect structured input from attendees to shape the scope and activities of this working group. Download presentation

Yes, Government Can Contract for Agile Development, and This is How

C10 · Acquiring IT Services • Room 308 · Intermediate

Howard Byrd, Managing Director of Federal Contracts, Deloitte LLP
John O'Leary
, Market Insights, Deloitte LLP

As a contracting professional, you can shape the pillars of an acquisition to support agile implementation. Hear how the government—with all of its rules, bureaucracy, and documentation—can take advantage of Agile, which is all about creating self-organizing teams and trusting them to get the job done. The focus will be on practical topics critical to the successful procurement and implementation of an agile development project. Download presentation

The Acquisition Profession’s Essential Tools: Principles of Interpretation

C11 · Foundational Contracting Training • Room 325 · Basic

Kenneth Allen, JD, Attorney and Consultant, Semi-Retired Academic
Barbara Kinosky, Esq., Managing Partner, Centre Law and Consulting LLC

What’s in a word? Lots. Contract interpretation is one of the most important skill sets an acquisition professional can have. Attendees will explore the application of the principles of contract interpretation through real court cases and key federal exceptions. Download presentation

Comparative Analysis, Fair & Reasonable Pricing: Are You a Wise Buyer?

C12 · Foundational Contracting Training • Room 310/312 · Basic

Jack Pellegrino, CPCM, Fellow, Director, Purchasing & Contracting, County of San Diego

Are you a wise buyer for your organization? To ensure that you are buying products and services at fair and reasonable prices, you need to be familiar with current techniques to perform market research, know how to prepare a well-written statement of work or specification, and be able to use proper solicitation techniques to secure proposals that allow proper comparative analysis to drive a purchase decision.
Attendees will receive a short description of a product/service marketplace and a customer’s desired outcome, and then create an SOW outline and solicitation approach. Download presentation

Combating the Busyness Epidemic: Feeling Better about our Time

C13 · Professional Development • Room 313/314 · Basic

Dominick Belfiore, CFCM, Chief Executive Officer, Moving the Stone LLC
Currier, CPCM, CFCM, Fellow, Professor of Contract Management, Defense Acquisition University

Our nation is experiencing an epidemic of mass proportion. It knows no bounds of generation, industry, geography, or gender. We are being afflicted with busyness. What can we do to address the symptoms and find a cure? Join us as we find clarity, identify our priorities, and establish systems so that we start feeling better about our time and shake the epidemic of busyness.
Together we’ll work through finding the sources of this epidemic, determining how we can fight it, and creating systems that will allow us to feel better and recover from the busyness epidemic. Download presentation

Acquisition Transformation is Coming!

C14 · Acquiring Health Services • Room 324 · Intermediate

Angela Billups, Ph.D., Deputy Chief Acquisition Officer and Senior Procurement Executive, U.S. Department of Education
Raj Iyer
, Ph.D., Senior Manager, Deloitte Consulting LLP
Lisa Davis, Ph.D., Acting Associate Deputy Assistant Secretary, U.S. Department of Health and Human Services

Transformation is on the way! Hear about the business transformation initiatives introduced by the Department of Health and Human Services to effectively and efficiently improve Acquisition Management acquiring over $21 billion of products and services. Download presentation

It's Time for a Modern CWS for Federal Contracting Professionals

C15 · Leveraging Advancing Technology • Room 313/314 · Intermediate

Michael Long, Managing Director, Deloitte
Christine Hutchison
, Procurement Solutions Technology Specialist, Deloitte

Federal contracting has been the technology “stepchild” for over a decade. Federal professionals need a technology tool to enable them to collaborate and manage their procurement processes and systems efficiently. Hear an overview of advanced technologies being applied in industry and government, along with a demonstration to show how several of these technologies can increase workforce productivity and effectiveness. Download presentation

Spend Analysis—In the Market for a Diamond?

C16 · Leveraging Advancing Technology • Room 318/320 · Basic

Joe Bauer, CCEA, Solutions Consultant, PRICE Systems, LLC.

If you’ve ever shopped for a diamond, you may recall a diamond’s four attributes: carat, color, clarity, and cut. Not one of these attributes by itself is enough to price a gem. What should the price be? How can we know we’re getting a good (or even fair) deal? This session highlights the importance of data analysis to accurately forecast future spending and make price reasonableness determinations by leveraging all information available. Learn about employing simple data analysis techniques in determining price reasonableness and understanding past and future spending. Download presentation

Tuesday, July 25

11:15am–12:30pm—D Sessions

Contract Changes: Rules And Requirements

D01 · Advanced Contracting Concepts & Issues · Room 325 · Intermediate

Greg Bingham, MBA, President, The Kenrich Group LLC
Daniel Graham, Partner, Government Contracts, Vinson & Elkins

Hear an overview of different ways the government can change its contracts. Presenters will then discuss relief typically sought by contractors when their contracts change and the types of data typically required to support contract price adjustments. Primary emphasis will be given to explaining data required to support contract price adjustments.
Small groups will be given different fact patterns to determine what types of relief they would seek from the change and the type of data they would use to support the relief sought. Download presentation

Outcomes: A Means of Measuring Subcontractor Performance

D02 · Advanced Contracting Concepts & Issues · Room 306 · Intermediate

Clareice Chaney, Principal Acqusition Specialist, MITRE Corporation

Is there a “best” or “better” way to measure performance in subcontracts? Outcomes are the bottom line and can provide a means to assess the quality of a subcontractor’s work. Many organizations struggle with how to define both the service and its outcomes. Buyers and sellers can benefit from understanding outcomes, measures, and metrics—all essential components to monitoring quality.
Small groups will differentiate between measures, output, outcomes, and requirements; then participate in an outcome exercise to align outcomes with mission, vision, and a selected list of potential objectives. Download presentation

Untangling Indirect Rates and Cost Allocations

D03 · Advanced Contracting Concepts & Issues · Room 324 · Intermediate

Darrell Hineman, CPA, CFE, Director of Government Contracting Services, CohnReznick LLP
Kristen Soles, CPA, Partner, CohnReznick LLP

Where did those costs come from and why should I pay? It’s like pulling on a tangled ball of twine—you don’t know what’s at the end. This session offers a look into cost allocation methodology and reasons why some costs are charged to certain projects and not to others. We discuss the FAR and related Cost Accounting Standards requirements associated with cost allocations and what drives the increase in the indirect rate. Every contracts and program manager from buyer to seller needs to understand how indirect cost impacts their projects and proposals. ACTIVITY: Attendees will identify indirect rate structures based on a scenario. Download presentation

What Does a Program Manager Really Want?

D04 · Business Acumen · Room 307 · Advanced

Timothy Farris, Former Procurement Director, Environmental Protection Agency
Oliver Voss
, Procurement Director, National Nuclear Security Administration, Department of Energy

Come participate in this session to gain perspective on your project or program managers. Learn what they need and how you can influence and support them. Any contracting practitioner can benefit from this session.
Volunteers will be invited to role play as contracting officer, program manager, and contractor on a situation where successful contract performance is in jeopardy. Download presentation

A Failure to Communicate—How to Debrief Unsuccessful Offerors Successfully

D05 · Business Acumen · Room 318/320 · Intermediate

Kelly Horinek, CPCM, Principal Economics and Business Analyst, The MITRE Corporation
Ginny Wydler, CPCM, Fellow
, Principal Analyst, The MITRE Corporation

The government’s ability to achieve successful contract awards relies upon effective communications during the final phase of source selection—debriefing. A quality debriefing is an opportunity to instill confidence in the process and reduce risk of protest by being responsive to offeror concerns. This session provides a foundation for conducting debriefings and offers insight into how “the other side” thinks.
Mock debriefing sessions with role-playing. Download presentation

Innovation in Acquisition at the Department of Homeland Security

D06 · Managing Contracting Organizations · Room 301/303 · Intermediate 

Soraya Correa, Chief Procurement Officer, Department of Homeland Security
Laura Auletta, Executive Director of Policy and Acquisition Workforce, Department of Homeland Security

The Department of Homeland Security (DHS) chief procurement officer, Soraya Correa, and executive director of procurement and acquisition workforce, Laura Auletta, will discuss and demonstrate the innovative steps they’ve taken to engage the DHS acquisition workforce, create a culture that promotes information-sharing, champion risk-taking/experimentation to improve acquisition processes, and encourage professional growth.

Levers for Proper Utilization of Small Business

D07 · Managing Contracting Organizations · Room 308 · Intermediate

Dawn Patillo, Senior Manager, Deloitte Services LLP
Gregory Roberts
, Senior Manager, Deloitte Services LLP

The federal government should encourage the proper utilization of small businesses as goods and service providers by pulling a set of “levers” that can promote state and local government use of small business. This would result in a more effective and efficient use of small business contract partners, resulting in high-quality, low-cost contract fulfillment and promoting the success of small economic enterprises. Download presentation

2017 NDAA & DCAA Trivia—Will Your Organization be the Victor?

D08 · Emerging Legislative & Regulatory Trends · Room 309/311 · Intermediate

Amy Hernandez, CPA, JD, Principal, Strategic FAR Advisors, LLC
Gunjan R. Talati
, Partner, Kilpatrick Townsend & Stockton LLP

The 2017 National Defense Authorization Act impacts many different facets of government contracting. These changes impact the DOD’s ability to use LPTA procedures, raise thresholds, increase reporting requirements, and tinker with small business eligibility. Learn how to use these changes to your benefit. Additionally, hear about recent DCAA guidance and initiatives and their effect on government contract compliance.
Attendees will play a trivia game. Download presentation

The Dance Continues: Government and Industry, Who Asks First?

D09 · The Acquisition Team · Room 327 · Intermediate

Michelle Currier, CPCM, CFCM, Fellow, Professor of Contract Management, Defense Acquisition University
Heather Dallara
, CFCM, Fellow, Vice President, DOD & FMS Contracts, General Dynamics

This is a continuation of “Government is from Venus and Industry from Mars: Why Can't We Get Along!” This year we'll be taking on even more controversial topics. The room will have industry on one side and government attendees on the other as we seek common ground to conduct federal government business. The sessions always are exciting as attendees don’t hold anything back.
Senior industry and government leaders will spice up the discussions and make them productive with lessons learned for both government and industry. Download presentation

Procuring Cloud Based Services—Federal Policies

D10 · Acquiring IT Services · Room 310/312 · Intermediate

Pourya Dehnadi, Vice President, Apex Logic, Inc.

Know federal policies that impact cloud procurement decisions. Topics discussed include cloud service provider (CSP) license agreements; service level agreements; roles and responsibilities of the CSP, agency, and contractor; IT standards; security and privacy considerations; Electronic Discovery compliance; FOIA and Federal Records Act; and FedRAMP certifications. Download presentation

A Case Study in Unallowable Costs

D11· Business Acumen · Room 313/314 · Intermediate

Melanie Burgess, CPA, CPCM, Fellow, President, Burgess Consulting, LLC
Robert E. Jones, CPA, CPCM, Fellow
, Government Contracts & Accounting Expert, Left Brain Professionals Inc.

Let’s talk about those unallowable costs that may or may not be explicitly covered in FAR 31.205. In this session, presenters will lead a discussion on identifying potential unallowable costs and ways to mitigate the risk of costs being called into question.
This session will be in the form of a learning game, so come prepared to have some fun while learning the important skill of thinking critically about the costs contractors incur.
Depending on participant experience with cost regulations, attendees may want to participate in the foundational session A05 titled “Unallowable Costs 2017: An Update on a Favorite Topic” prior to attending this session. Download presentation

Protests Happen, so Now What?

D12 · Foundational Contracting Training · Room 326 · Intermediate

James Phillips Jr, PMP, CFCM, Fellow, Acquisition Consultant, Phillips Training and Consulting Inc.
Barbara S. Kinosky, Esq.
, Managing Partner, Centre Law and Consulting LLC

When the word protest is used often, both buyer and seller bristle. This presenter speculates on the thinking that the government buyer goes through that ultimately results in a decision that is sustained. Hear key decision points of actual sustained protests.
8-10 short scenarios will be provided for group discussion. Download presentation

Interview Like a Star!

D13 · Professional Development · Room 304 · Intermediate

Patsy Reeves, Fellow, Senior Associate, Dayton Aerospace, Inc.

Going for an interview is a lot like giving a theatrical performance—focused preparation is essential to do your best. Using examples from actors and movies, this workshop explains the practical steps you can take to prepare yourself for future interviews. The average person (government or industry) will change jobs 10–15 times during their career and spend 5 years or less in each job. Focused preparation is the foundation to present the best you!
Attendees will share positive and negative interview situations and discuss how to handle interview challenges. Download presentation

Purchasing Health Service with the Patient in Mind

D14 · Acquiring Health Services · Room 302 · Basic

Eldred Jackson, Associate Director, VHA Procurement Operations, Veterans Health Administration, Department of Veterans Affairs

Veterans Affairs/Veterans Health Administration contracting professionals do not always work at a health care facility and they often do not see the purchases they are making for our veterans. Visits to health facilities and clinics as part of contracting specialist training will increase awareness of the connection of their activities to patient well-being. Learn how to set up this type of training and demonstrate the value of going to the field. Download presentation

Process Robotics for Contract Management

D15 · Leveraging Advancing Technology · Room 305 · Advanced

Robert "Knob" Moses, Specialist Leader, Deloitte Consulting
Chris Huff
, Senior Manager, Deloitte Consulting
Marc Mancher, Principal, Federal Analytics Service Line Lead, Deloitte Consulting

Process robotics is a new buzz word in the private sector that describes systems designed to perform routine tasks and operations without human interaction. Process robotics enable organizations to automate time-consuming, error prone, and repetitive back office transactions. This allows organizations to focus limited resources on high-value tasks. Learn about this technology through an interactive session and explore where it might be used within contract management.
Following a discussion and video demonstration, groups will strategize how process robotics can be used in the contract management field. Download presentation

Procurement-as-a-Service: Augmenting Procurement Capabilities

D16 · Leveraging Advancing Technology · Room 315 · Advanced

Scott Quehl, Senior Principal Director, Accenture
Brandon Briggs
, Management Consulting Senior Manager, Sourcing & Procurement Lead, Accenture

Businesses are embracing procurement-as-a-service (PaaS) as the next phase of the as-a-service economy. Explore how PaaS can address challenges facing government and commercial procurement organizations. Topics include PaaS expectations and value chain, delivery, and organizational impacts; results and case studies; and initial government adoption. Discussion includes real-world findings on people/process/technology and market intelligence, as well as keys to leveraging PaaS. Download presentation

2:30pm–3:45pm—E Sessions

Contract with the Devil: Deal or No Deal

E01 · Advanced Contracting Concepts & Issues · Room 327 · Intermediate

Jack Hott, CPCM, CFCM, Fellow, Principal, Sourcing Outcomes & Solutions LLC
Po Collins, CPCM, CPM, Fellow
, Acquisition Strategy & Assurance Manager, Fermilab

This interactive session requires attendees to use their knowledge and experience to evaluate contract validity, post-award performance, and contract completion.
Attendees will work in jury teams to evaluate whether the contract with the devil is valid. Teams will outbrief and discuss their verdicts. Download presentation

Service Contract Act Compliance and GSA/VA Schedule Nuances in 2017

E02 · Advanced Contracting Concepts & Issues · Room 301/303 · Basic

Matthew Koehl, Partner, Government Contracts, Pepper Hamilton, LLP
Aaron Raddock, CPA, CFE, CFCM
, Director, BDO

Compliance with the Service Contract Act (SCA) is inherently complex for service contractors and includes a number of pitfalls. Compliance with the SCA can be even more complicated in the context of GSA/VA Federal Supply Schedules (FSS). Hear an overview of the SCA, the compliance environment in 2017, common pitfalls, and challenges faced in complying with recent changes to the SCA with respect to FSS contracts.
Practical, real-life scenarios will be presented and attendees will determine how to best handle the situation. Download presentation

Keeping Everyone on the Same Page: Plain Language in Contract Negotiations

E03 · Advanced Contracting Concepts & Issues · Room 304 · Advanced

Alicia Rigdon, Corporate Counsel, ViaSat Inc.

Negotiations can be difficult and stressful—even worse when the parties aren’t on the same page about key elements of the deal. Ensuring everyone understands the who, what, when, and where of the acquisition is key and using plain language is essential to ensure a deal is completed and can be executed. This session is designed to provide both buyer and seller perspectives. ACTIVITY: Example situations will be provided for individual evaluation. Download presentation

Using Integrated Baseline Reviews to Mitigate Risk

E04 · Business Acumen · Room 309/311 · Basic

Dale Gillam, CPCM, Corporate Program Manager and EVM Focal Point, SAIC
Andrea Nibert
, EVM Manager, Leidos

Ever heard of an integrated baseline review (IBR)? They can be a critical part of contract award and management. They are used to ensure authorized work is adequately planned and resources and to establish a mutual understanding of the risks and opportunities inherent in the performance measurement baseline. Topics covered span the roles of buyer and seller as they are both critical to the acquisition lifecycle.
Attendees will learn IBR best practices while role-playing. Download presentation

Your Input to the Section 809 Panel

E05 · Business Acumen · Room 310/312 · Intermediate

Deidre Lee, CPCM, Fellow, Chair, 809 Panel
David Drabkin, Principal, Drabkin & Associates, LLC
Charlie Williams, Director, CWilliams, LLC

The Section 809 Panel was established by the 2016 National Defense Authorization Act to streamline and improve the efficiency and effectiveness of the defense acquisition process and help maintain the technological advantage. Come meet with several current Section 809 Panel members to hear a brief overview of the key areas the panel is working and suggest areas the panel should pursue to achieve its goals. The panel may follow up with you on your actionable ideas and even invite your participation in the work. Download presentation

Times Are Changing: Contractor Purchasing System Review Expectations and Realities for 2017

E06 · Managing Contracting Organizations · Room 307 · Intermediate

Jean Labadini, DAU Level III Contracting; Level I Program Management, Senior Manager, Capital Edge Consulting, Inc.
Michael J. Carter
, Senior Consultant, Capital Edge Consulting, Inc.

There have been a series of changes in the last year to the DCMA’s Contractor Purchasing System Review (CPSR) criteria, processes, and expectations for compliance. How will these changes impact your CPSR readiness and the government’s next review of your purchasing system? This session will outline the CPSR changes contractors are facing in calendar year 2017, what they mean for your purchasing system, and what you need to know as you prepare for a successful review. Download presentation

The Yardstick to Success: Measuring Your Organization's Performance

E07 · Managing Contracting Organizations · Room 302 · Advanced

Michelle Warren, Fellow, Director, Acquisition Services Division (QRBC), General Services Administration

Measuring an organization's performance provides management an opportunity to better understand the health of the organization while setting goals to move toward effective and efficient business operations. Learn why it's important to establish performance metrics and hear examples of tools to help measure progress to organizational goals. Download presentation

What's New? Everything!

E08 · Emerging Legislative & Regulatory Trends · Room 313/314 · Basic

Eric Crusius, Senior Counsel, Holland & Knight
David Black, Partner, Holland & Knight

Hear about new legal and regulatory developments over the past year. With additional changes coming rapid fire in the new administration, this topic promises to be timely for contracting professionals in both industry and government. Cybersecurity, labor, NDAA, funding, small business, and other issues will be covered. Download presentation

Interaction Impacts Performance

E09 · The Acquisition Team · Room 315 · Advanced

Carol Richardson, Senior Vice President and Executive Consultant, Career Partners International

Many organizations focus on strategy development, spending a lot of time and money on developing a strategic plan. Very few organizations spend a lot of time in effective interaction, yet most organizational problems can be traced to issues and challenges occurring among people. Belbin Team Roles is a tool that can help. Belbin helps you understand your strengths personally and helps you understand how we all approach things in different ways. Belbin builds winning teams.
Attendees will complete a self-assessment and/or participate in "Belbin Poker". Download presentation

Government Enterprise Cloud Acquisition—Practical Help for Contracting Professionals

E10 · Acquiring IT Services · Room 308 · Basic

Mun-Wai Hon, CISSP, PMP, CSSLP, Senior Principal, Noblis
Kathleen Eaves
, Senior Acquisitions Fellow, Noblis

Buying cloud computing does not fit existing IT purchasing models. Understanding the structure, vendor space, and costs will benefit government agencies migrating from legacy infrastructure and services. Specific topics to be covered include setting up the contract vehicle, getting stakeholders to collaborate, achieving success, and tips for evaluating, costing, and post-award support once agencies actually “buy the cloud.” Download presentation

Pricing Policies and Price Analysis

E11 · Foundational Contracting Training · Room 326 · Basic

Janie Maddox, CPCM, Fellow, Lecturer, Naval Postgraduate School
Patrick Mathern, President, SpendLogic

Learn the critical techniques involved in the process of examining and evaluating a prospective price without evaluation of separate cost elements and profit—price analysis. Hear a review of the relevant policy, regulations, and best practices, including an examination of hypothetical scenarios and case studies.
Attendees will work in groups to determine the types of price analysis that can be done based on information given to them in a case study, and then provide an outbrief. Download presentation

Choosing the Right Contract Type

E12 · Foundational Contracting Training · Room 325 · Basic

Brie Staker, CFCM, MBA, Contracts Manager, AGEISS Inc.
Dominick Belfiore
, CFCM, Chief Executive Officer, Moving the Stone LLC

Choosing the right contract type is like dating. You need to know what you bring to the table and what you’re looking for in order to choose the right match. There’s always some risk involved, but the risk can be minimized and well managed if you know what you want out of a contract. This session will review the various contract types, the risks associated, and when it’s appropriate to use each type.
Groups will decide which contract type they would choose in various procurement scenarios, and then provide an outbrief. Download presentation

Why Don’t They Do What I Requested?

E13 · Professional Development · Room 318/320 · Intermediate

Lori Coruccini, PDP, Chief Executive Officer, Know Your Talents

Is your greatest challenge getting your employees to do what’s expected of them? Learn how to communicate your expectations to your employees and peers. Four basic behaviors are revealed and identified. How you set expectations and hold others accountable will come alive with this new-found knowledge.
Groups will determine their communication styles, as well as each style’s strengths and potential blind spots. Groups will discuss and determine how each behavior may impact others. Download presentation

Health IT Strategic Partnership Best Practices

E14 · Acquiring Health Services · Room 306 · Basic

Richard Morvatz, Program Manager, Defense Health Agency
Jennifer Auble
, Branch Chief, Customer Engagement Division, General Services Administration

The Defense Health Agency entered into a strategic relationship in 2016 to source all Health IT requirements to GSA. They used a strategic sourcing framework that focused on outcome standardization, process efficiencies, and cost savings to determine the best procurement strategy. Hear about their strategy, along with the details of implementation and best practices. Download presentation

Myth-Busting: Addressing Misconceptions about Reverse Auctions

E15 · Leveraging Advancing Technology · Room 324 · Basic

Melissa Mould, Senior Contracting Officer, General Services Administration
Stephen Gibson, Senior Contracting Officer, General Services Administration

The use of reverse auctions has steadily grown but has also garnered criticism based on myths and misconceptions. This session is designed to debunk those misunderstandings and misconceptions from both buyer and seller perspectives and highlight the value, effective use, and advantages of this innovative acquisition tool. With the increase of reverse auctions as an acquisition tool and the need for input by both buyers (in submitting requirements) and sellers (to respond to them) in order for this tool to be effective, all audiences can benefit from this training.
ACTIVITY: Attendees will identify potential myths about reverse auctions as fact or fiction. Download presentation

Cost Analytics Turbocharges Strategic Supplier Assessment

E16 · Leveraging Advancing Technology · Room 305 · Intermediate

Melissa Winter, Solutions Architect, PRICE Systems LLC

Both buyers and sellers can benefit from an analysis that enables you to correlate cost to technical performance, and truly understand if (as the buyer) you are getting the best value or (as the seller) how you compete with other products. Learn how a predictive cost analytics methodology supports procurement and supplier assessment through forcing rigorous pricing justification, which yields more accurate estimates of a purchased item’s cost at early stages. Download presentation

4:00pm–5:15pm—F Sessions

Law and Order with NCMA’s Special Contracts Unit (SCU)

F01 · Advanced Contracting Concepts & Issues · Room 325 · Intermediate

Michelle Currier, CPCM, CFCM, Fellow, Professor of Contract Management, Defense Acquisition University
Eric Crusius
, Senior Counsel, Holland & Knight

Back by popular demand, Michelle Currier and friends will present an entirely interactive session on new regulation and compliance requirements. This year’s twist is that regulations will be debated in a mock courtroom with each presenter representing the government or industry perspective. Presenters are tasked with the duty to call it as they see it! Attendees will be the jury, tasked with determining the impacts and deeming the regulations good or bad.

Contracting Principles for Enforceable, Effective Teaming Agreements

F02 · Advanced Contracting Concepts & Issues · Room 305 · Advanced

Anna Sharova, MBA, CFCM, Director, Supply Chain, Day & Zimmermann

Teaming agreements are ubiquitous in contracting, but without the right protections and knowledge of applicable laws and regulations, they can quickly become unenforceable, or worse, a business liability. This session will address key legal provisions to consider in drafting teaming agreements, recent case law in enforcement, and guidelines for effectively documenting scope and workshare. The session is designed to address advanced strategic practices and high-level risk mitigation.
Groups will review and discuss real-world agreement language that has led to disputes. Download presentation

Cost & Price Analysis in Source Selection: The Total Evaluated Price

F03 · Advanced Contracting Concepts & Issues · Room 318/320 · Intermediate

Thomas Wells, CFCM, Fellow, APDP Lvl III Contracting & Program Management, Vice President & Senior Associate, Dayton Aerospace Inc.

The government uses a variety of methods to analyze cost and price in source selection. This session examines policies and issues related to assessing reasonableness, realism, and balanced pricing in competitive procurements. Both government buyers and industry sellers will gain insight from the session, but it’s primarily designed to provide industry participants insight into how and why the government makes adjustments to the proposed price to make best-value selections.
Teams are presented with four actual cost/pricing evaluation issues protested to the GAO and challenged to reach a consensus regarding GAO’s decision. Download presentation

A Contractor’s Guide to Mitigating Negative Past Performance Reviews

F04 · Business Acumen · Room 306 · Intermediate

Adam Lasky, J.D., Partner, Oles Morrison Rinker & Baker LLP

Past performance is one of the most important factors in source selection. This session will provide contractors a roadmap for dealing with negative past performance reviews, including best practices for responding to and mitigating negative CPARS. The presenters represent a unique perspective of both in-house counsel for a large contractor and outside counsel representing both large and small contractors, both with significant experience dealing with past performance reviews.
Small groups are given a hypothetical negative past performance review and tasked with drafting a response to the negative aspect of the review. Then attendees are given a pre-award discussion question and asked by the government to explain a potentially negative CPAR. Download presentation

Lessons Gleaned from Successful Protests at GAO

F05 · Business Acumen · Room 326 · Basic

Barbara S. Kinosky, Esq.Managing Partner, Centre Law and Consulting LLC

What makes a protest successful and what can you do to avoid stalling your acquisition due to a protest? With the number of protests increasing, this session gives attendees clear guidance on practices to avoid that will lead to protest.
Small groups will discuss protest issues related to specific examples. Download presentation

Best Practices for Contract Management

F06 · Managing Contracting Organizations · Room 301/303 · Intermediate

David Irwin, Director of Opportunity Development, Air Force Office of Energy Assurance, Office of the Assistant Secretary of the Air Force, Installations, Environment, and Energy

The Air Force Office of Energy Assurance developed contractor management tools in order to stand up a newly established office consisting of government civilians, military officers, and five separate contractor teams. Learn about the implementation of a contractor management framework (CMF), one example currently used to manage each of these contracts effectively. This framework allows for tracking of deliverables, personnel, travel, workload, risks, and any issues needing escalation to management. Download presentation

One Government—Interagency Acquisition, Collaboration, and Agreements

F07 · Managing Contracting Organizations · Room 302 · Basic

Taylor Wolf, Director, Branch 3, DCO & PEPFAR Portfolio, Millennium Challenge Corporation
Jonathan Hamlet
, Director, Policy, Systems and Training, Millennium Challenge Corporation

Agencies can more effectively achieve mission goals through partnering with other federal agencies. Partnering will minimize redundancy, capitalize on agency-specific expertise, and operate more efficiently. Learn how to achieve and approach contracting objectives by looking outward to the support other federal agencies may be able to provide and other capabilities they may be able to leverage. Download presentation

Navigating Upcoming Traffic—New Revenue Standard’s Effect on Contracts

F08 · Emerging Legislative & Regulatory Trends · Room 310/312 · Basic

Thomas Tagle, CPA, Partner, Baker Tilly
Andrew Ellerbusch, CPA
, Senior Consultant, Baker Tilly

Hear a high-level overview of the new revenue recognition standard (ASC 606 Revenue from Contacts with Customers) that highlights new requirements, such as increased data tracking, which will have a direct impact on your contract management function.
A polling app will be used to generate anonymous responses to questions in order to generate discussion. Download presentation

Transitioning the Contracts Team to the Role of Trusted Business Advisor

F09 · The Acquisition Team · Room 324 · Intermediate

John Roman, CFCM, CPCM, Vice President of Contracts, Logistics Management Institute (LMI)
John Trifone
, Director, Subcontracts, Logistics Management Institute (LMI)
LeNaye Willis-Lloyd, Director, Contracts, Logistics Management Institute (LMI)

Explore how the contracts and acquisition teams, from both the government or industry perspective, can assist program offices early in the acquisition process to guide, sculpt, and create a contracting vehicle and approach that will ensure that the program/customer receives the outcomes they require, while maximizing time, talent, and cost.
A fast-paced exercise to move through the lifecycle of RFP development, proposal response, and delivery. Download presentation

The 7 Steps for Agile Acquisitions

F10 · Acquiring IT Services · Room 327 · Intermediate

Eric Heffernan, MBA, Principal, Grant Thornton LLP
Scott Dalessio
, Senior Manager, Grant Thornton LLP

Hear about tangible and tactical methods to consider when purchasing agile-based delivery services. Focus will be on existing guidance for contracting methods.
Participants will work in groups to consider case studies relevant to the 7 steps. Download presentation

Acquisition Planning for Limited Sources

F11 · Foundational Contracting Training · Room 308 · Basic

SheneCommodore, CPCM, Fellow, Chief Executive Officer, Commodore Consulting

As innovation grows at a rapid pace globally, many contracting staff are dealing with limited sources of suppliers. This limits competition and makes fair pricing challenging. Hear guidance on how to mitigate risks with limited sources, develop suitable acquisition plans, and monitor performance. This session will help contract managers understand how to interpret and apply vendor data along with market research to create realistic bid requirements with reasonable cost estimates.
Attendees will leave with an acquisition plan template for dealing with limited suppliers and innovative strategies. This plan will outline key information needed for J&A approval, acquisition plan strategies, risk management tasks, and cost estimating. Download presentation

Use Risk to Your Contracting Advantage

F12 · Foundational Contracting Training · Room 307 · Advanced

Matt Wilson, PM, Vice President, SimVentions
Phil Salmeri, CPCM, Fellow
, President, M&MH Design Inc.

Every acquisition is full of risks and opportunities impacting contract type and other key decisions. This session explores when, where, and how to assess risk and provides common strategies for risk handling throughout the acquisition cycle. Whether buyer or seller, government or industry, risk/issue/opportunity (RIO) handling is critical to contracting.
Attendees will put risk concepts into practice through facilitated, small-group collaboration. Download presentation

World-Class Contracts Leaders—Defining Traits and Fast Path

F13 · Professional Development · Room 309/311 · Intermediate

Melissa Amdahl, Manager, Contract Lifecycle Management, Compusearch

Getting the job done is necessary to keep the job. But going the extra mile lands many government contracting leaders the senior title. What are the traits that set the leaders apart from the pack? Based on more than 100 government contracting professionals’ assessments of their contracts executives, hear about the four traits of world-class leaders and how contracts professionals can quickly develop these four traits.
Attendees will answer and discuss a series of targeted questions to kickoff and close the session. Download presentation

Contracting Challenges/Lessons Learned when Procuring Direct Care Services

F14 · Acquiring Health Services · Room 304 · Intermediate

Liza Esmond, Senior Contracting Officer, US Army Health Contracting Activity

Learn how the U.S Army Medical Command procures direct care services: overcoming technical, past performance, and pricing issues; and implementing best practices from lessons learned. Use their best practices to improve your acquisition process when procuring direct health services! Download presentation

The Next 20 Years: Strategic Considerations when Pursuing a Follow-on GSA Schedule

F15 · Leveraging Advancing Technology · Room 313/314 · Intermediate

Jennifer Aubel, Principal Consultant, Aronson LLC

As long-time GSA Schedule holders approach their final option period, many have questions about how to best manage pursuing a new contract while protecting their existing work. New GSA initiatives have changed the offer process so much it is virtually unrecognizable from what it was just 10 years ago. What worked in the past won’t work now, but have no fear—this lively session will reveal key strategic considerations contractors must address to optimize their next 20 years on the GSA Schedules. This session is geared toward experienced, long-term GSA Schedule holders and assumes an understanding of fundamental concepts of schedule contracting. Download presentation

Tips for Clear Requirements For Acquisition Software Systems

F16 · Leveraging Advancing Technology · Room 315 · Intermediate

Christopher Pierce, Acquisitions Systems SME, CGI

Requirements that are too specific or too broad don’t serve your agency or organization well. Learn how vendors read what you’ve written and learn how to address constraints. How do you write requirements for innovation and still be specific about what you’re looking for? How do you target a need but still remain open to new technologies? Download presentation

Managing Flowdown Clauses During Subcontractor Performance

F17· Foundational Contracting Training · Room 321 · Intermediate

Jim Kirlin, CPCM, CFCM, Fellow, President, Kirlin Consulting

Congratulations, prime and subcontractor! You have negotiated the flowdown of terms and conditions for the subcontract. That was tough enough, but you just signed up for a lot of flowdown requirements during performance of the subcontract! As a subcontractor, what responsibilities do you have to the prime (and how do you manage them) during performance of the subcontract? This session will provide practical answers and best practices that will benefit both primes and subs.
ACTIVITY: The audience will be encouraged to share their best practices on managing the flowdowns during subcontract performance. Download presentation

Wednesday, July 26

9:45am–11:00am—G Sessions

Negotiating Price in Competitive Acquisitions

G01 · Advanced Contracting Concepts & Issues · Room 325 · Intermediate

Janie Maddox, CPCM, Fellow, Lecturer, Naval Postgraduate School

What makes competitive negotiations different than sole source negotiations? This session covers what contracting and acquisition professionals need to know in performing price negotiations in the source selection environment. Buyers will gain awareness of tactics to accomplish their price negotiation strategy. Sellers will appreciate how their proposed price is handled in a source selection.
Groups will complete an activity with real GAO cases. The cases are based on protests involving price negotiations that were sustained or denied. Each group will out brief their case. Download presentation

Evaluating Proposals with the New DOD Source Selection Procedures

G02 · Advanced Contracting Concepts & Issues · Room 302 · Intermediate

Ray Ward, Professor, Defense Acquisition University
Sara Higgins
, Procurement Analyst, Defense Procurement and Acquisition Policy

The updated Department of Defense Source Selection Procedures (SSPs) incorporate changes to statutes, regulations, and policies. This session highlights changes from the previous version and gives attendees the opportunity to determine the most appropriate source selection method for sample Government requirements. The presenters will emphasize critical thinking required by source selection teams in structuring solicitations, as well as the shared interest that buyers and sellers have in proposals being fairly evaluated.
Attendees will evaluate Government requirements scenarios and determine if the Lowest Price Technically Acceptable, Subjective Tradeoff, or Value Adjusted Total Evaluated Price source selection method is most appropriate. Download presentation

Contract Termination—Not So Convenient

G03 · Advanced Contracting Concepts & Issues · Room 301/303 · Intermediate

Paul Slemons, CPA, Director of Terminations, Defense Contract Management Agency
Darrell M. Hineman, CPA, CFE
, Director of Government Contract Services, CohnReznick LLP

Unfortunately, there are times when a contract must be terminated for either default or convenience. Explore the good, the bad, and the ugly of various types of termination in light of relevant court cases. Although no two terminations are alike, here some common practices that every contracting professional and program manager should know to facilitate and expedite settlement.
Attendees will be presented with problems to resolve, followed by discussion. Download presentation

Good, Bad, and Ugly Contracts

G04 · Business Acumen · Room 313/314 · Intermediate

Alicia Rigdon, Corporate Counsel, ViaSat Inc.

Have you ever read a contract and wondered what they were drinking when they agreed to it? If you have been in contracting for any period of time, you will most likely have come across those contracts. This session will get into the good, bad, and ugly contracts and help you gain some skills to prevent you from creating an ugly contract.
Come for the candy, stay for the fun! This session will be a mix of presentation and problems to solve in a competitive and interactive environment. Download presentation

Using Transactional Data to Make Best-Value Determinations

G05 · Business Acumen · Room 308 · Basic

Judith Zawatsky, Director, Multiple Award Schedules PMO, General Services Administration

In FY2015, the government purchased more than $30B in goods and services from GSA multiple award schedules (MAS). The Transactional Data Rule (TDR), along with enhanced price analysis methodologies and tools, provides MAS buyers with more confidence and understanding of pricing. Information collected through the TDR helps make smarter purchasing decisions and provide data to assist in negotiating future contracts.
A case study will be provided and an attendee survey will be conducted. Download presentation

Agile Post-Award Management–Responding to Change Over Following a Plan

G06 · Managing Contracting Organizations · Room 305 · Intermediate

Michelle McNellis, Contracting Officer, Technology Transformation Service - 18F, Office of Acquisitions, General Services Administration
Rebecca Refoy-Sidibe
, Product Lead, Technology Transformation Service - 18F, Office of Acquisitions, General Services Administration
Greg Walker, Technical Lead, Technology Transformation Service - 18F, Office of Acquisitions, General Services Administration

The Technology Transformation Services (TTS) and 18F have used agile post-award management to support improved government/industry relationships, as well as better products. Hear how TTS has been successful with agencies. The most critical contributors to success are an empowered product owner, cross-functional teams, and flexibility built into the contract. Download presentation

Groundhog Day—Acquisition Reform

G07 · Managing Contracting Organizations · Room 309/311 · Intermediate

Tracy Marcinowski, Director of Acquisition Policy, Public Buildings Service, General Services Administration
Iris Cooper, CPCM, Fellow
, Senior Procurement Executive, Department of the Treasury
Michele Sharpe, Senior Procurement Analyst, Department of the Treasury

For the past 30 years, efforts have been undertaken to reform acquisition with a continued emphasis on procurement as the source of “all evil.” Many of these efforts brought short-term and well-intended changes, but few have lasted, and all failed to bring about the change needed for an efficient acquisition model. This session will look at previous attempts at acquisition reform, what has worked and what hasn't, and what dramatic shift is necessary to bring about lasting and useful change.
Attendees will play a game designed to spot the reform effort, followed by an interactive discussion identifying risks and rewards from  proposed people/technology/processes/changes. Download presentation

Acquisition Reform—The Promise for a Better Tomorrow

G08 · Emerging Legislative & Regulatory Trends · Room 318/320 · Intermediate

John Dobriansky, MS, MBA, CPCM, Fellow, Manager, Contracts, U.S. Navy
Peter Tuttle, CPCM, Fellow, Vice President of Strategic Engagements, Distributed Solutions, Inc.

This session will focus on the new administration, the 115th Congress, and bipartisan agreement for much needed acquisition reform. In both DOD and federal civilian agencies, there are significant concerns with major systems and services acquisitions. There is a general strong dissatisfaction with the government contracting process among government agencies, the legislative branch, and the general public.
Attendees will identify and prioritize those areas for acquisition reform where Congress, agencies, and industry agree (common ground on which to build consensus). The group outputs will be provided to the government. Download presentation

Successfully Working With Your Lawyer

G09 · The Acquisition Team · Room 326 · Intermediate

Greg Bingham, MBA, President, The Kenrich Group LLC
Scott Freling, Partner, Covington & Burling LLP

Hear practical advice on how to successfully work with counsel in the acquisition process. Learn about the roles counsel play in the acquisition process, the concept of privilege, the differences in roles that inside and outside counsel play, and the role of experts and when it’s appropriate to use them.
Small groups will determine when it would be appropriate to involve counsel based on different fact patterns, followed by an outbrief. Download presentation

Agile Blanket Purchase Agreements—Lessons Learned

G10 · Acquiring IT Services · Room 324 · Basic

Alla Seiffert, Deputy Director, Office of Acquisition, GSA Technology Transformation Service
V. David Zvenyach
, Deputy Commissioner, GSA Technology Transformation Service

Challenged with how to contract for agile development? Over the last 18 months, GSA's Technology Transformation Service and 18F have worked on a variety of buys on their agile blanket purchase agreement. Hear how the team worked to implement modular procurement principles while helping agencies buy digital services in an open and agile way. Download presentation

Competition Requirements for Dummies

G11 · Foundational Contracting Training · Room 327 · Basic

Mike Thacker, Business Manager, Restoration Services Inc.
Jack Hott, Lifetime CPCM CFCM, Fellow
, Principal, Sourcing Outcomes & Solutions LLC

Join us to learn about one of the most important, yet misunderstood aspects of federal contracting—competition requirements. We’ll streamline and simplify the requirements to allow you to better prepare to not only understand federal contracting competition requirements but to apply them effectively in the field.
Small groups will be provided single/sole source procurement scenarios in order to develop justification packages. Each group will discuss the rationale behind the justifications. Download presentation

You’re Fired! Terminations for Cause and Convenience

G12 · Foundational Contracting Training · Room 310/312 · Intermediate

Robert Jones, CPA, CPCM, Fellow, Government Contracts & Accounting Expert, Left Brain Professionals Inc.

Terminations happen for a number of reasons other than default. Understand the difference between terminations for cause and for convenience. Know your rights and responsibilities. Most importantly, learn how to protect yourself! In this session, we’ll discuss practical ways to avoid and mitigate terminations. From bonds to claims to requests for equitable adjustment, we’ll show you how to make the most of any termination. Download presentation

You Just Have to Do It! Best Practices for the Next Generations

G13 · Professional Development · Room 307 · Intermediate

Michelle Currier, CPCM, CFCM, Fellow, Professor of Contract Management, Defense Acquisition University

For organizations to not only survive but thrive, organizations have to think differently in hiring, on-boarding, employee assignments, reward systems, retaining employees, and succession planning. Hear from a panel of leaders and Generation Zers, sharing their experiences, obstacles, and best practices. We need to move beyond stereotypes and talk about real organizational change.
Through video clips and a fun debate, attendees will answer the question "What Would You Do?"

Personal Service: Verboten in Service Contracts, but Not in Health Care

G14 · Acquiring Health Services · Room 315 · Intermediate

James Rankin, Chief of Staff, US Army Health Contracting Activity
Helen Edwards
, Army Health Services Portfolio Manager, US Army Health Contracting Activity

Most government contracting professionals have grown up with the rule of avoiding personal services contracts—those contracts that make contractor personnel appear to be, in effect, government employees. In contrast, health care provider contracting is unique in the world of procurement in that personal service contracts are embraced as a necessary way of doing business in military hospitals. This session is geared to those interested in health care contracting and those wanting a better understanding of personal versus non-personal service contracts. Download presentation

An Overview of GSA’s e-Tools – eOffer/eMod, SIP, TDR Sales Reporting

G15 · Leveraging Advancing Technology · Room 306 · Basic

Maureen Jamieson, Executive Director of Consulting, Centre Law & Consulting
Julia Coon
, Consultant, Centre Law & Consulting, LLC

This session will show participants how to submit a GSA offer, modifications and other electronic forms such as the CSP-1 and Small Business Subcontracting Plan in eOffer/eMod. Walk through the SIP program and step-by-step instructions for the import/upload process for both products and services. Discussion will focus on GSA’s new Transactional Data Reporting (TDR)/FAS Sales Reporting and the anticipated Formatted Product Tool (FPT). Download presentation

Exploring IT Schedule 70

G16 · Leveraging Advancing Technology · Room 304 · Intermediate

Warren Blankenship, Director, IT Schedule Governance Division, General Services Administration
Raymond McCollum
, Branch Chief, Office of Information Technology Category, Federal Acquisition Service, General Services Administration

IT Schedule 70 is a $15B program and the largest schedule under the broader Multiple Award Schedule Program. It offers a wealth of benefits and opportunities to prospective vendors and customer agencies. Through an interactive experience, attendees will learn about its offerings and benefits, as well as the role it plays in other areas across government and industry. Download presentation

Organizational Alignment for Contracting/Subcontracting: Optimizing Performance and Managing Performance Risk

G17 · Business Acumen · Room 321 · Intermediate

Dan Jacobs, Chairman, Subcontract Management Institute
Lenn Vincent
, Vice Chairman, Subcontract Management Institute

Poor prime/subcontractor performance can lead to cost overruns, delays, and a host of other negative consequences. Too often, these incidents of poor performance would have been prevented if the customer, prime, and sub were all in alignment from the outset. This session, presented by the Subcontract Management Institute (ScMI), addresses how to approach this critical issue and improve your performance while concurrently managing risks and improving profitability. Download presentation

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