Sign Up For Our Weekly Emails
Get the latest updates on special offers, courses, events, webinars and books from Federal Publications Seminars.
Thank You
You'll soon be receiving updates about special offers, events, & more.
Get 10% Off Your Next Purchase
Sign Up For Our Emails
Thank You
You'll soon be receiving updates about special offers, events, & more.
Cart
Overview

What contractors must know about the Incurred Cost Submission (ICS), including analysis of ICS Model Schedules, Contract Costs, and Rate Structures.

A hands-on advanced workshop on Performance-Based Services Acquisition designed to develop the skills of both agency and contractor professionals in preparing and responding to performance-based solicitations.

A skill-strengthening workshop on:

  • Performance Work Statements
  • Quality Assurance Surveillance Plans
  • Incentives
  • Source Selection Techniques
  • Contractor Strategies
  • Contract Administration
  • Resources for Continuing Development

Performance-Based Acquisition (formerly Performance-Based Contracting) has been an important acquisition strategy for over 16 years. Although off to a slow start, federal agencies are now implementing Performance-Based Acquisition methods at an unprecedented rate in an effort to better align funds obligated with value received. This change will drastically affect the skills needed by agency procurement personnel and contractor proposal teams responding to solicitations for performance-based contracts. Contractor proposal strategies that have been successful in traditional procurements, may not be successful and could even be disadvantageous in a performance-based procurement.

This Advanced Workshop goes beyond the basic steps of Performance-Based Acquisition and develops the critical skills needed to achieve success in this new acquisition environment. Incorporating valuable lessons learned and best practices as a starting point, this Advanced Workshop includes several practical exercises specifically designed to develop and refine the expertise needed to master the most challenging aspects of Performance-Based Acquisitions. Attendees will learn how to identify performance standards and develop cost-effective metrics; how to allocate responsibility for quality control and quality assurance between the Government and the contractor; how to develop incentive plans that work; and how to effectively administer a performance-based contract.

Since a performance-based acquisition strategy will significantly impact the source selection process, the Advanced Workshop will also develop the skills needed to prepare and respond to a performance-based solicitation. We will discuss how to develop and weight evaluation factors and plan for (and participate in) oral presentations. Because contractors are often asked to prepare a Performance Work Statement (PWS) in response to a Government Statement of Objectives (SOO), the relationship of the technical proposal, PWS and SOO will be addressed.

A successful performance-based acquisition requires the integrated support of the entire procurement team and it is essential that all personnel involved in a performance-based procurement thoroughly understand the goals and procedures of the process. Therefore, this course would not only be beneficial for agency contracting personnel, but also contracting officer technical representatives (COTRs), quality assurance monitors, evaluators and program managers. It will also provide essential information for contractor personnel involved in preparing proposals and managing performance-based contracts.

The instructor for this course is Mr. Steven N. Tomanelli, owner of Steven N. Tomanelli & Associates, a legal services and acquisition consulting firm. In addition to being an experienced acquisition attorney and an outstanding instructor, Mr. Tomanelli’s work in support of both federal agencies and contractors ensures a balanced perspective.

Dates/Locations
No upcoming dates/locations at this time
Agenda
Day 1
9:00 AM - 4:00 PM
 
Day 2
9:00 AM - 4:00 PM
 
Day 3
9:00 AM - 4:00 PM
 
Day 4
9:00 AM - 12:00 PM

The Course Curriculum

  1. Overview of Performance-Based Contracting
    1. Concept and Objectives of Performance-Based Contracting
    2. Statutory and Regulatory Framework
    3. Current Emphasis on Performance-Based Contracting
    4. Implementation Challenges
  2. Describing Tasks and Writing the Performance Work Statement
    1. Identify the Organizational Objective
    2. Describe the Requirement in Relation to the Objective
    3. Choosing Between a SOO and PWS
    4. How to Develop Performance Standards and Metrics
    5. How to Establish and Use the Acceptable Quality Level
  3. Development and Purpose of the Quality Assurance Surveillance Plan
    1. Steps in Preparing the Quality Assurance Plan
    2. Coordinating Risk With the Level of Surveillance
    3. Surveillance Methodologies
    4. Earned Value Management Systems
    5. Developing Schedules, Checklists, and Reports
    6. Benefits of Surveillance
  4. Development of Effective Incentives
    1. Types of Incentives
      1. The Predetermined, Formula-Type Incentives
        1. Fixed-Price Incentives (firm and successive targets)
        2. Cost-Plus-Incentive Fee
      2. The After-the-Fact (Award-Fee) Incentives
        1. Cost-Plus-Award Fee
        2. Fixed-Price-Award Fee
      3. The Share-in-Savings Incentive
      4. Award-Term
        1. Difference Between Award-Term and Award-Option
        2. Fiscal Law Issues and Solutions
        3. Design and Management
        4. Examples of Use by Federal Agencies
        5. Award-Purchase: An Award-Term Type Incentive for Supply Contracts
    2. The Development of Positive and Negative Incentives
    3. Use of Incentives in Commercial Item Contracts
    4. Planning for the Effective Use of Incentives
      1. Scalability of Performance
      2. Predictability and Certainty of Reward
      3. Marginal Value of Reward
      4. Writing Contract Language for Incentives
  5. Source Selection Techniques Applicable to Performance-Based Contracting
    1. Unique Aspects of Performance-Based Source Selections
    2. Key Elements of a Successful Source Selection
    3. The Critical Role of Market Research
    4. Performance-Based Requirements Definition
    5. Factor Development in Performance-Based Source Selections
    6. The Role of Oral Presentations in Performance-Based Selections
    7. Evaluation of Past Performance
    8. Effective Use of Exchanges With Offerors
    9. Making and Supporting the Award Decision
  6. Contractor Strategies in Performance-Based Contracting Source Selections
    1. How Performance-Based Source Selections Differ From Traditional Source Selections for Contractors
    2. Redefining "Best Value" in the Performance-Based Contracting Environment
    3. Responding to a Performance-Based Request for Proposal
    4. The Cost to Non-Cost Relationship
    5. The Significance of Factor Weights
    6. How to Write Performance-Based Contracting Proposals That Persuade
  7. Contract Administration Issues in Performance-Based Contracting
    1. Contract Administration Functions
    2. The Effect of Performance-Based Contracting on Risk Allocation
    3. The Role of the Changes Clause in Performance-Based Contracting
    4. Contract Performance Measurement Techniques
      1. Documenting Findings and Conclusions
      2. Communicating and Resolving Differences
      3. Managing the Effect of Contract Modifications
      4. Incorporating Incentive Results Into Past Performance Assessments
    5. Quality Assurance and Quality Control Under Performance-Based Contracts
    6. Operation of the Inspection Clauses
  8. Resources and Sources of Continuing Information
Accreditation
See Individual Courses For Available Credits
Certificates of Completion are provided to all seminar participants who attend Federal Publications Seminars courses following the event, upon request.
CPE: Continuing Professional Education
Field of Study: Specialized Knowledge
Delivery Method: Group-Live Classroom
Federal Publications Seminars is affiliated with West Professional Development and 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 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: www.nasbaregistry.org.
For more information regarding administrative policies such as refunds, cancellations and complaints, please contact Federal Publications Seminars at 888.494.3696.
CPE Hours
This program is eligible for: 23.0 (CPE) hours of credit
Program Level: Basic
Program Prerequisite: None
Advance Preparation: None
Method: Group-Live
CLP: Continuous Learning Points
Approved for CLP by Defense Acquisition University
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.
CLP Hours
This program is eligible for: (CLP) hours of credit
CLE: Continuing Legal Education
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.
CLE Hours
This program is eligible for: 19.25 (60 minutes), 23.10 (50 minutes)
Travel
No travel information is available at this time