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Who should attend: 
This in-depth course is geared towards experienced procurement practitioners and will also expose less seasoned professionals to the most challenging issues faced in a CPSR. 

What you will learn:
The purpose of this course is to explore the more complex, high-risk and challenging compliance areas the contractor community encounters in Defense Contract Management Agency Contractor Purchasing System Reviews (CPSR).

The objective of this course it to provide the attendee with compliance strategies, tactics and tools needed in navigating a DCMA CPSR with special emphasis in public laws and evaluative documentation requirements, while also understanding the real time challenges companies are facing in today’s CPSR environment.

At the conclusion of the presentation materials, the attendees will apply the lessons learned they have learned during the course to several case studies followed by discussions of those case studies. 

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Dates and Locations
April 26-27, 2017
Sheraton Pentagon City Hotel
Arlington, VA
Day 1
9:00 AM - 4:00 PM
Day 2
9:00 AM - 12:00 PM
Part 1: Setting the Stage:
  • Historical and Current CPSR Environment
  • Foundational Requirements and CPSR Standards
  • Policies, Procedures and Practice/File Documentation
  • Common Significant Deficiencies
Part 2: Compliance with Public Laws:
  • Advance Notification of Intent to Subcontract
  • Consent to Subcontract
  • Representations and Certifications
  • Reporting First-Tier Subcontractor Executive Compensation and Awards
  • Debarment
  • Defense Priorities and Allocations System
  • Anti-Lobbying
  • Small Business Subcontracting Plans
  • Truthful Cost or Pricing Data
  • Cost Accounting Standards
  • Reporting Foreign Subcontract Performance
  • Equal Employment Opportunity Compliance
  • Combatting Trafficking in Persons
  • Counterfeit Parts
Part 3: Compliance with High-Risk Regulatory Requirements and CPSR Standards:
  • Purchase Requisitions & Lead Time 
  • Commercial Item Procurements
  • Competition
  • Single or Sole Source Justifications
  • Price Analysis
  • Cost Analysis
  • Negotiations
  • Mandatory Flow Down Clauses
  • Split Awards
  • Internal Review
  • Training
  • Vendor Rating System
  • Procurement Autonomy
  • Management’s Attitude Towards Purchasing
  • Auditable Subcontracts
  • Accuracy of the Universe
Part 4: Preparing for the CPSR 

Part 5: Case Studies

Part 6:  Current CPSR Trends and Hot Topics
Michael Carter
Michael is a Senior Consultant with Capital Edge Consulting, Inc. and a member of the firm’s CPSR Compliance Practice. He is an expert in the Defense Contract Management Agency (DCMA) Contractor Purchasing System Review (CPSR) process.

Michael’s areas of expertise include contractor business systems compliance, with an emphasis in DCMA CPSR readiness, execution, and compliance. He is also versed in FAR and DFAR regulations, DCMA processes and procedures pertaining to purchasing system reviews and contract administration, Cost Accounting Standards (CAS), Earned Value Management Systems (EVMS), proposal analysis and evaluation, cost modeling and estimating, forward pricing rate recommendations (FPRR) and agreements (FPRA), and he is fluent in Spanish. Michael has experience conducting CPSR-related training to DCMA CPSR Group procurement analysts as well as to dozens of Federal contractors.

Professional Experience: As a DCMA CPSR Procurement Analyst, Michael was the “Team lead” for nearly 15 DCMA CPSRs in the last 3 years and served as the procurement analyst in nearly 15 additional reviews during the same time period. Michael was one of the few procurement analysts with experience in reviewing small business concerns and Ability One contractors.  His experience covers a complete spectrum of contractors from A&E service providers to foreign manufacturing firms. During his tenure as a DCMA CPSR Group Procurement Analyst, Michael developed a tool for use by all CPSR Group procurement analysts (for all four CPSR Teams) in performing CPSRs. Also, Michael developed a tool that all DCMA Administrative Contracting Officers (ACO) are currently required to use in their annual surveillance of contractor purchasing systems responsibilities. Michael was personally selected by the DCMA CPSR Director to represent the Phoenix CPSR Team at the National Contract Management Association (NCMA) World Congress (2015). 
Stephen "Chase" Kunk
Stephen “Chase” Kunk is Capital Edge Consulting, Inc.’s Vice President, Contracts and Procurement and a Director. Chase specializes in U.S. Government contract and subcontract negotiations, administration, management and purchasing system compliance. His expertise stems from his legal education, former certification as a National Football League contract advisor to professional athletes, and in-depth experience as a contracts and procurement administration manager for an international contractor serving Department of Defense (DoD), Intelligence Community (IC) and civilian agency customers. Chase is a frequent lecturer at Federal Publication Seminars and the Public Contracting Institute on a variety of U.S. Government contracts matters.

Chase’s support to Capital Edge Consulting clients is predominantly in the areas of contract and subcontract administration, purchasing system compliance and Contractor Purchasing System Review (CPSR) readiness and risk mitigation. His exceptional understanding of the federal procurement regulations, and ability to provide value-add advocacy for client’s during audits and negotiations, has directly resulted in numerous approved business systems and definitization of Government contracts that achieved the client’s profit goals. He also leads all contract and subcontract negotiation and administration for Capital Edge Consulting’s internal business operations. 
Certificates of Completion are provided to all seminar participants who attend Federal Publications Seminars courses following the event, upon request.
All Federal Publications Seminars courses meet the course requirements of the National Contract Management Association’s certification programs. We are a proud Education Partner of the NCMA.
Federal Publications Seminars is part of West Professional Development, which is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
This Program is eligible for: 11.0 (CPE) hours of credit
Program Level: N/A
Program Prerequisite: N/A
Advance Preparation: N/A
Method: N/A
Defense Acquisition Workforce members must acquire 80 Continuous Learning Points (CLP) every two years from the date of entry into the acquisition workforce for as long as the member remains in an acquisition position per DoD Instruction 5000.66. We will provide you with documentation of points awarded for completing the event.
This Program is eligible for: 11.0 (CLP) hours of credit
States have widely varying regulations regarding MCLE credit. LegalEdcenter is an approved provider in AL, AK, AR, CA, GA, IL, ME, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, and WV. Credit may be applied for in other jurisdictions on request and in accordance with state MCLE rules.
** Please note that because some states are changing their policy on CLE reporting, you will need to fill out the request for credit from Federal Publications Seminars within 10 business days, or we may not be able to issue credits for the program.
This Program is eligible for: 11.0 (60 minutes),
Sheraton Pentagon City Hotel
900 South Orme Street
Arlington, VA 22204
A block of rooms has been set aside with a Government Per Diem rate of $249/night* plus taxes. To reserve a guest room, call 1.800.325.3535 and say you are part of the ‘Federal Publications Seminars Group’. All reservations must be guaranteed and accompanied by a first night room deposit or guaranteed with a major credit card. Reservations must be made by April 3, 2017.

* This Daily Rate will be at the prevailing Government Per Diem rate. Should this standard Per Diem rate change between now and the date of the event, this Daily Rate should reflect the most current U.S. General Services Administration (GSA) Per Diem rate.  
Coffee, tea and water will be served throughout the day with an afternoon cookie break.  Breakfast and lunch are on your own. 

There is a courtesy room block for this location. To reserve a guest room, call 1.800.325.3535 to obtain a rate of $279/night plus tax.  Say you are part of the ‘Federal Publications Seminars Group’. All reservations must be guaranteed and accompanied by a first night room deposit or guaranteed with a major credit card. Reservations must be made by April 3, 2017.
Basic or fundamental subject matter is covered. Courses are geared to general knowledge or can be taken as a refresher.
Specific topics or issues within a topic area are covered. Students should be familiar with terms of art and general concepts concerning the course topic.
Workshops and class discussions cover specific subject matter in-depth, and participation is strongly encouraged. Attendees should have at least 2-3 years' experience in the area of study.
Courses build upon students' knowledge and experience, and cover complex issues within the subject matter. Should have 4-5 years' mastery of subject for in-depth analysis.
Masters-level programs designed for professionals with 5+ years' experience. Courses cover in-depth and technical analysis on specific subjects and updates on current issues.
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Advanced Contractors' Purchasing Systems Review
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Date Location
April 26-27, 2017 Arlington, VA
By Phone
Call (888) 494-3696