Government Best Practices Training Course:

Online Registration for this workshop is closed, but seats are available for walk-in registrations. Simply bring a copy of the attached registration form with your payment to the registration desk. 

Registration: 7:30 AM (Day One Only)

Program Starts: 8:30 AM

Wrap-up: 4:00 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
  
  

Early Registrants Include:

• CDC/OSHA, Health Scientist
• International Truck & Engine Corp,. Contract Administration
• Marine Corps Systems Command, Procurement Officer
• Marine Corps Systems Command, Contract Specialist
• Montgomery Co. Dept. of Correction & Rehabilitation, Contract Administrator
• Pailen-Johnson Associates, Inc., President
  

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.

A List of Previous Attendees Includes:

Leadership Development Program Manager, US Nuclear Regulatory Commission
State Conservation Engineer, USDA
Dir. of Legal Services, GA Dept. of Transport.
Associate Bridge Engineer, Federal Highway Administration
Program Lead, U.S. OPM
Contracting Officer, Dept. of Veterans Affairs
Contract Specialist, NPOESS
Procurement Analyst, Department of Labor
Contract Specialist, TACOM
Program Analyst, NOAA
Financial Analyst, AF Cost Analysis Agency
Senior Analyst, DOT
Admin. Officer, Indian Health Service
Program Specialist, NOAA
Contracting Officer, TACOM
Business Manager, Dot21 Real Time Systems, Inc.
Business Development Manager, SAIC
Admin. Support Specialist, NOAA
Staff Accountant, U.S. Securities & Exchange Commission
Trans. Accounts Administrator, GA Dept. of Transport.
Auditor, U.S. Securities & Exchange Commission
Contract Specialist, TACOM
Program Manager, Vista Intl Operation
Program Manager, FMCSA

What Previous Students Said About Your Instructor In Their Evaluations:

"The instructor was very knowledgable. He used great "real life" situations in getting the points across." - Financial Analyst, US Air Force

"The instructor was very effective and held our attention." - Contract Specialist, Dept. of Commerce/NOAA

"Very knowledgable and was able to answer 99.9% of questions right away." - Financial Analyst, Booz Allen Hamilton

"Overall very good class and excellent instructor."- State Conservation Engineer, USDA

"I learned a lot from this workshop. The instructor answered my questions and the use of trivia was very enjoyable." - IT Auditor, SEC

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