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Course
Agenda & Speaker Faculty
Day 1: December 3, 2003 |
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| 8:30 |
Registration
and Continental Breakfast |
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9:00
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Keynote
Address: Performance-Based Contracting and Outsourcing
Strategies for Government IT Programs Management
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The Bush Administration has set strict
goals for service contracts to meet performance-based
standards and has signaled a target of 50% of all contracts
to be performance-based by 2005! In accordance with these
goals, the Office of Management and Budget (OMB) has established
new rules and regulations for government-contracting agencies.
Performance-based is not just a passing trend, it is the
mandated of the moment!
The performance of goverment IT functions are increasingly
under scrutiny as federal budgets continue to shrink.
Establish performance-based contracts and combine performance
measures with IT strategies to create effective, measurable
results. Use partnerships and outsourcing and still ensure
effective project management. Effectively allocate resources
and create long-term IT strategy and success. Show your
organization and your contractors' performance results
today!
Carl DeMaio, President, The
Performance Institute |
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| 9:45 |
Latest
Federal Guidance: The Streamlined Model for IT Outsourcing
and the New Requirements of the 2002 e-Government Act and
OMB Circular A-76 |
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The Office of Management and Budget has indicated
that they will recommend new or continued funding for only
those capital asset investments that satisfy these criteria.
IT projects must now reduce risk by avoiding or isolating
customer-designed components to minimize the potential adverse
consequences on the overall project, demonstrate a projected
return on the investment that is clearly equal to or better
than the alternative uses of available resources, and support
work processes that have been simplified or otherwise redesigned
to reduce costs. |
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Gary Collins, Partner, Beacon
Partnership |
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| 11:15 |
Break |
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| 11:30 |
The
Exibit 300 & 300-1 Project Profile
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• Build an IT business case that
justifies your investments in outsourced information technology
projects
• Integrate the “big picture” of what
you want to achieve with your investment, and the steps
necessary to guarantee that your agency goalswill be met
in the most cost-efficient way possible
• Use performance goals and measures to complete
the Exhibit 300 Process
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John Keane, Mele Associates |
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| 12:15 |
Networking
Luncheon |
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| 1:00 |
Using
the 7-Step Framework for IT Project and PBC Management |
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Several federal agencies use a comprehensive
“Seven-Step Strategic Framework for PBSC” with
great success. Learn the “ins-and-outs” of this
cutting-edge system sponsored by the Department of Commerce
and developed by leading government procurement officials.
Let them walk you through the step-by-step framework for
devising, implementing and maintaining a performance-based
service contract.
• Understand what criteria a
performance-based service contract must satisfy
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Explore different options and models
• Learn
critical success factors that must be met to ensure a high-quality
PBSC |
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Felipe Monroig, The
Performance Institute |
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| 2:30 |
Framework for Performance-Based Contracting and Outsourcing:
Lessons Learned and Critical Success Factors |
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• Identify tests that a performance-based
contract must meet
• Explore different options and models that exist
for performance-based contracts
• Understand the critical success factors for designing
and managing a good PBSC
• Implement a comprehensive framework for linking
contracts to agency goals and measures
Michael Dignam, Vice President of
Business Operations, Lockheed Martin |
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| 4:00 |
Measuring
and Managing the Performance of Contractors in a PBC for
IT Programs |
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• Learn to identify key performance
measures relevant and useful to contracts
• Use
“Logic Modeling” as tool for establishing clear
end-outcome and intermediate-outcome goals and measures
• Corrective action during the contract |
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Mayi Canales, CEO, M2,,
former Chief Information Officer, Department of Treasury |
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| 5:00 |
Adjourn
Day One |
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| Day
2: December 4, 2003 |
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| 8:30 |
Registration
and Continental Breakfast |
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| 9:00 |
Overview
of the A-76 Process: Using the A-76 Process to Compete Agency
IT Projects |
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• Manage outsourcing and privatization
initiatives using clear processes and a best-practice analysis
of your sourcing options
• Maximize resources
through effective contract management
• Improve
performance by enhancing your focus on your agency’s
core mission |
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Marc Berson,
Grant Thornton |
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| 10:15 |
Assessing
Private and Public Solutions |
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• Learn to conduct efficient and productive
market-sector research
• Improve your contract
development by effectively utilizing private-sector input
before writing Performance Work Statements and crafting
SOO’s
• Apply experience from public-sector
counterparts |
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Rick Leopoldi, RL Consulting
LLC |
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| 11:00 |
Break |
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| 11:15 |
Complying
with Section 508 in IT Procurement |
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Section 508 requires that Federal agencies'
electronic and information technology is accessible to people
with disabilities. The Center for Information Technology
Accommodation (CITA), in the U.S. General Services Administration's
Office of Governmentwide Policy, has been charged with the
task of educating Federal employees and building the infrastructure
necessary to support Section 508 implementation. Using this
web site, Federal employees and the public can access resources
for understanding and implementing the requirements of Section
508
• Does your agency comply with Section
508 technical standards?
• Do you understand its
functional performance criteria?
• How do performance-based
contracting and Section 508 tie in together? |
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Debra Ruh, CEO, TecAccess
Accessibility Solutions |
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| 12:00 |
Networking
Luncheon |
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| 1:00 |
Case
Study: Best Practice in Outsourcing from NASA |
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Engage in this candid conversation on several
hot issues related to a winning outsourcing experience:
• Align your contracts with agency mission and strategic
goals
• Evaluate the contract environment
• Determine the agency need
• Analyze requirements
• Planning for source selection
• Include
proper terms and conditions in solicitations |
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Donna Ireton, Project Manager, Advanced
Systems Development, Inc. |
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| 1:45 |
Break |
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| 2:00 |
Spiral
Development in IT: Lessons Learned from the Department of
Defense |
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• Manage for risk using the Spiral
Development framework of contract creation
• Create
Dynamic Statements of Works (SOW’s) and Statements
of Objectives (SOO’s) that will maximize the return
on your investment
• Incorporate innovative procurement
methods to maintain effective IT systems |
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Bill Shedd, Director, KSJ & Associates |
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| 3:00 |
Post-Award
Contract Management: Establishing Collaborative Relationships
to Drive Innovation and Increase Value |
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• Learn to establish a clear line of
performance accountability
• Incorporate the contractor
into the team to improve results
• Maintain continued
measurement during the contract to further improve results |
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Jonathan Hughes, Vantage
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| 4:30 |
Adjourn
Day Two |
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| Day
3: Post-Conference Workshops |
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| 9:00 |
Workshop
A |
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Develop a Framework for Performance-Based
Contracting and Outsourcing: Lessons Learned and Critical
Success Factors
• What tests must a performance-based contract meet?
• What different options and models exist for performance-based
contracts?
• What are the critical success factors for designing
and managing a good PBC? |
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John Keane, Mele Associates |
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| 12:00 |
Networking
Luncheon |
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| 1:00 |
Workshop
B |
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Performance-Based Contracting
for
Information Technology: Drafting a Statement of
Work/Statement of Objectives (SOW/SOO)
• Learn key components of Performance Work
Statements (PWS) and Statement of Objectives (SOO)
• Hear effective techniques for comparing strengths
and weaknesses of both methods
• Gain essential insight into when to use a PWS
versus a SOO |
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Bob Tettelbach, Gartner |
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| 4:30 |
Adjourn
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