Government
Best Practices Training Course:
Indefinite
Delivery Contracts:
A Two-Day Workshop
June 1-2, 2005
Washington Convention Center
Washington, D.C.
801 Mount Vernon Place, N.W. Washington, DC 20001
Please
note: Advanced registration for this workshop is now closed. Space is
available for walk-in registrations. To register onsite, please bring
your payment and completed
registration form with you to the registration desk outside Room 151.
Registration:
8:00 AM (Day One Only)
Program
Starts: 8:30 AM
Wrap-up:
3:30 PM
Course
materials, continental breakfast, refreshments included.
About
This Course
In the last
few years, the use of Indefinite Delivery contracts has grown tremendously.
These contracts provide the agency with the opportunity to create a streamlined
procurement process that maximizes the beneficial effects of competition,
while reducing the risk of bid protests.
The
Indefinite Delivery Contracts Workshop will cover all aspects
of Indefinite Delivery contracting, with a particular emphasis on Indefinite
Delivery/Indefinite Quantity (ID/IQ) and Requirements contract types.
Topics include the various pricing structures used, selection techniques,
preparing the Statement of Work, providing a “fair opportunity to
be considered” to all offerors and ordering procedures.
You will develop
skills through various practical exercises and will receive a course manual
containing many useful references that can be used long after you have
completed the class.
Continuing
Professional Education Credits (CPE's)
This course
offers Continuing Professional Education Credits (CPE's). A certificate
of course completion will be issued the last day of the event verifying
the total credits received.

What
You Will Learn
- How to
effectively use indefinite-delivery (ID) and indefinite-delivery/indefinite-quantity
(ID/IQ) contract
- How
to differentiate between task order contracts and other service contacts
- Strategies
for awarding task order contracts that streamline agency procurement
procedures
- To
identify the limitations on using task order contracts
- Various
methods of Incorporating appropriate terms and conditions in task order
contracts
- The
unique requirements for competition applicable to multiple award ID/IQ
contracts

Who
Should Attend
- Agency
Program Managers
- Budget
and Financial Officers
- General
Counsel
- Contracts
Administrators
- Procurement
Executives
- Federal
support contractors
- Federal
product and services suppliers, systems integrators

Course
Syllabus
1.
Essential Elements of Task Order Contracts
a. Statements of work
b. Task order clauses
c. Task orders
d. Pricing structures
e. Single vs. multiple awards
f. Use of options
g. Level-of-effort specifications
2.
Statements of Work for Task Order Contracts and Task Orders
a. Tips and techniques for writing the statement of work
b. Scope of work and objectives
c. Effective use of requirements documents
d. Requirements definition alternatives
e. Quality assurance
3.
Task Order Contract Pricing Structures
a. Fixed-price
i. By labor category
ii. By work category
b. Cost-reimbursement
c. Time-and-materials
d. Labor-hour
4.
Pricing the Task Orders
a. Applicability of the Truth in Negotiations Act to Task Orders
b. Fixed pricing
c. Cost-reimbursement pricing
d. Time-and-materials/labor-hour pricing
e. Use of cost/price ceilings
f. Allowability and allocability of direct and indirect costs
g. Materials and equipment costs
h. Labor costs
i. Travel costs
5.
Task Order Procedures
a. Writing task orders
b. Understanding the “fair opportunity” requirement
c. Issuing task orders
d. Funding task orders
e. Modifying task orders
f. Reporting progress
g. Providing quality assurance
h. Closing out task orders
6.
Source Selection for Task Order Contracts
a. Effective use of evaluation factors
b. When and how to evaluate key personnel qualifications
c. "Soundness of approach"
d. Meaningful evaluation of past performance
e. Management controls
f. When and how to evaluate sample tasks
g. Evaluation of cost/price
h. Effective use of oral presentations

About
Your Instructor
Robert
Watts
Mr. Robert Watts has
over 26 years of federal acquisition experience in the disciplines of
contracting, project management and financial management. He is the President
of LodeStar Acquisition Services, a small business, acquisition training
and consulting firm headquartered in the greater Washington D.C. metropolitan
area. Previous to founding LodeStar Acquisition Services, Mr. Watts was
Vice President of Acquisition Services at ManTech Integrated Data Systems
from 1998 – 2004. The organizations he has led have helped over
500 government teams efficiently select and manage mission critical contractor
products and services.
Mr. Watts is a retired
USAF Lieutenant Colonel and a former member of the Defense Acquisition
Corp. Prior to his retirement from the USAF, he was the Director of the
National Reconnaissance Office’s (NRO’s) Acquisition Center
of Excellence (ACE), a unique organization of over 60 personnel dedicated
to providing the NRO workforce a dedicated acquisition support capability
and infrastructure. As ACE Director, Mr. Watts was the architect of the
NRO’s process for competitive procurement of over $15B in space-related
hardware and software.
Mr. Watts is also a
senior instructor, researcher, writer and consultant for The George Washington
University’s (GWU’s) Educational Services Institute International.
He received his MBA from Rensselaer Polytechnic Institute in Troy, New
York.

Contact
Us
- For registration
information, please contact Stacy
Dellinger at (703) 807-2753
- For general
information about this workshop, please contact Laura
Johnson, (703) 807-2747
Registration
Options
[1] Online
with your credit card using our online booking form
[2] Fax
our downloadable registration
form to (703) 807-2728
[3] Phone
(703) 807-2753
[4] E-mail
Stacy Dellinger
[5]
Mail our downloadable registration
form to:
Market*Access International
4301 Wilson Blvd. #1003
Arlington,
VA 22203
Registrations
are payable by Visa, American Express, Mastercard, company check or government
purchase order.

Registration
Fee
- Government
attendees: $595 per person
- Small Business
(less than 100 employees): $695 per person
- Industry:
$795 per person

Registrations
are payable by Visa, American Express, Mastercard, company check or government
purchase
order.
CANCELLATION POLICY: You may designate
a substitute in writing any time before the conference. If you need to
cancel your registration, you must send your notice in writing and will
be subject to a 100 processing fee. No refunds are given for cancellations
received 3 business days prior to the conference start date or later.

Location
and Nearby Hotel Information
The workshop
will be held at the Washington
Convention Center.
801 Mount Vernon Place, N.W. • Washington, DC 20001
phone: 1-800-368-9000 / 202-249-3000
Special
room rates are available for attendees at several Washington DC Hotels.
All are within walking distance of the Washington Convention Center. (see
map for
location.) Be sure to call prior to the cut-off dates (listed below) and
mention the group name — Homeland Defense Conference
to get the discounted rate. Rooms are subject to availablility.
Sleeping room space is being held at the following hotels:
Renaissance
Washington DC (across the street from Convention
Center)
999 9th Street, NW
Washington, DC 20001
Reservations: 202-898-9000
Room Rate: $189 + tax (there are very limited number of government perdiem
rooms available under this block for attendees with government id)
Cut-off Date: May 16, 2005
Henley
Park Inn (two blocks from the Convention Center)
926 Massachusetts Avenue, NW
Washington, DC 20001
Reservations:
1-800-222-8474 or 202-414-0503
Room Rate: $153 + tax
Cut-off Date: April 31, 2005
Morrison-Clark
Historic Inn (three blocks from the Convention Center)
Massachusetts Avenue & 11th Street, NW
Washington, DC 20001
Reservations:
1-800-222-8474 or 202-414-0503
Room Rate: $169 + tax
Cut-off Date: April 31, 2005
Morrison-Clark
Historic Inn (three blocks from the Convention Center)
Massachusetts Avenue & 11th Street, NW
Washington, DC 20001
Reservations: 1-800-222-8474 or 202-414-0503
Getting
There
By
Car/Metro
Please see http://www.dcconvention.com/directions/default.asp
for directions by car or city metro.
Parking
There
are no parking facilities at the Washington Convention Center, but there
are numerous public lots available in the area. Please see http://www.dcconvention.com/directions/parking.asp
for a map of nearby parking garages.

On-Site
Training
Have
a Large Staff to Train? Can't Make These Dates? Tight Travel Budget?
Market
Access
can provide training, wherever and whenever you need, including on-site
at your facility. Our staff will cost-effectively implement training customized
to your needs. If you have group of attendees (usually 15 or more), we
can bring this course to you and help save you time, travel costs, and
more!
To request
a proposal and schedule training, e-mail Laura
Johnson, Director of Conferences & Strategic Planning, at ljohnson@marketaccess.org
or call (703) 807-2747.
Marketing,
Conference Management and Production by:
Market*Access
International, Inc.
4301 Wilson Boulevard
Suite 1003
Arlington, VA 22203
(703) 807-2755


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