Breakout Session # 308 Linda Baier, CPCM, Contracting Officer

2. The Contract Specialist’s “Contracting Toolkit” Breakout Session #308 Linda Baier, CPCM, Contracting Officer U.S. Securities and Exchange Commission April 12, 2006 10:45 – 11:45 pm NCMA World Congress 2006 : Achieving High Performance in Global Business: Leadership, Outsourcing, & Risk Management

3. Agenda • What is a contracting toolkit? • Why do you need one? • What goes in a contracting toolkit? • Where do you keep it? • How often do you update it? • Ideas for your toolkit NCMA World Congress 2006 : Achieving High Performance in Global Business: Leadership, Outsourcing, & Risk Management

4. The Concept of a Toolkit • A doctor has a medical kit, a pilot has a flightbag, a lawyer has a briefcase, and a contract specialist has a contracting toolkit – the tools of your trade • Caution: Don’t put all your eggs in one basket – have a backup system NCMA World Congress 2006 : Achieving High Performance in Global Business: Leadership, Outsourcing, & Risk Management

5. What is a contracting toolkit? • A compilation of the contracting information you need to do your job effectively and efficiently • Quick to add and FIND information • A system that works for you • Easily accessible • Kept up to date NCMA World Congress 2006 : Achieving High Performance in Global Business: Leadership, Outsourcing, & Risk Management

6. Why Do You Need a Toolkit? • You have one location that stores the tools you need to do your job • When you come across an interesting article or a new idea, you have a place to keep it and find it again • It saves you time (and aggravation) • You show others you are a professional • With easy access, you’ll use your tools more NCMA World Congress 2006 : Achieving High Performance in Global Business: Leadership, Outsourcing, & Risk Management

7. What Goes in Your Toolkit? • Important websites • Policies, regulations, and special clauses related to procurement • References to books, publications • Sources of acquisition training • Samples, examples • Anything else you need • Names, phone numbers, email addresses NCMA World Congress 2006 : Achieving High Performance in Global Business: Leadership, Outsourcing, & Risk Management

8. Where Do You Keep Your Toolkit? …somewhere that you can get to it quickly and easily! • Hard copy: • Binder, folder(s), filing cabinet • Soft copy: • Desktop folder, personal folder, my documents • Scan hard copies to save as soft copies Caution: make and maintain a backup NCMA World Congress 2006 : Achieving High Performance in Global Business: Leadership, Outsourcing, & Risk Management

9. How Often Should You Update It? • It’s a valuable resource so first, keep it safe, then -- • Set a reasonable schedule to update (set reminders on your calendar) • And update as often as you need to… • Monthly to update class and conference listings • Quarterly to update websites, Agency SOPs • Semi-annually to update references, samples • Annually to update regulations, policies, laws NCMA World Congress 2006 : Achieving High Performance in Global Business: Leadership, Outsourcing, & Risk Management

10. The Contracting Toolkit Let’s look at the toolkit now and see how you might organize it and what you might put in it. NCMA World Congress 2006 : Achieving High Performance in Global Business: Leadership, Outsourcing, & Risk Management

11. Organizing your toolkit • This is totally a matter of your preference as long as you have a “system”: • By category contracting – training – samples – references • By date or alphabet • By topic or subject Classes - conferences ­ regulations – policies – newsletters – search engines, etc. • Use Excel spreadsheet for sort capability • The goal is to file it so you can find it! NCMA World Congress 2006 : Achieving High Performance in Global Business: Leadership, Outsourcing, & Risk Management

12. Let’s look at some categories: • Important websites • Policies, regulations • References • Training • Samples, examples • Other Note: Cross-reference can help you find it faster NCMA World Congress 2006 : Achieving High Performance in Global Business: Leadership, Outsourcing, & Risk Management

13. Important Websites • Important (useful) websites • Contracting • Performance-based • Market research • Business opportunities • Past performance • Training • Certification • Degree • Specialized NCMA World Congress 2006 : Achieving High Performance in Global Business: Leadership, Outsourcing, & Risk Management

14. Policies, Regulations, etc. • Agency-related • Special clauses • SOPs/guidelines • Industry-related • Terms and conditions • Service Level Agreements • Government-related • Regulations, laws • Handbooks, clauses NCMA World Congress 2006 : Achieving High Performance in Global Business: Leadership, Outsourcing, & Risk Management

15. References to books, publications • Books • Specific Articles • Newsletters/weekly publications • Hardcopy reference locations • FAR in bookcase by receptionist • Important files • Hardcopy • Softcopy NCMA World Congress 2006 : Achieving High Performance in Global Business: Leadership, Outsourcing, & Risk Management

16. Sources of Training • Contracting • Multiple private sources (classroom) • FAI (online and classroom) • NCMA (online) • GSA (online) • Degree • University of Phoenix (independent study) • American Graduate University • Many others NCMA World Congress 2006 : Achieving High Performance in Global Business: Leadership, Outsourcing, & Risk Management

17. Samples, Examples • List of what it covers and where it is located • Samples or examples of: • awards • solicitations • performance indicators • letters • forms (blank and filled in) • Acquisition Plans NCMA World Congress 2006 : Achieving High Performance in Global Business: Leadership, Outsourcing, & Risk Management

18. Anything else you need… • List of names, phone numbers, email addresses of contacts • List of important deadlines • List of upcoming events, conferences • Subscription, dues renewals • Career planning information, training plan for next 5 years • Award renewals, option exercise dates (if not kept somewhere else) NCMA World Congress 2006 : Achieving High Performance in Global Business: Leadership, Outsourcing, & Risk Management

19. Resources to get you started • The following slides list some of the resources you can use to start your toolkit. • Rather than copying these down, I have put them into a list and left copies of the list by the door as you leave. • Be sure to pick one up! NCMA World Congress 2006 : Achieving High Performance in Global Business: Leadership, Outsourcing, & Risk Management

20. Ideas for your toolkit…websites • www.wifcon.com • Where In Federal CONtracting can you find the information you’re looking for • www.knownet.hhs.gov/acquisition • Acquisition supersite has PBC, samples • www.gsa.gov • Market research, training, references • www.thomasregister.com • Data on companies for market research • www.firstgov.gov • Official Federal Government web portal • http://epls.arnet.gov/ • Excluded parties list (debarred list) NCMA World Congress 2006 : Achieving High Performance in Global Business: Leadership, Outsourcing, & Risk Management

21. Ideas for your toolkit…websites • Mega search engines: • www.dogpile.com, www.mamma.com • www.acq.osd.mil • DoD acquisition website, FAQs, pricing guide • www.statebuy.state.gov/pbsa/pbsc.htm • Performance-based contracting information • http://acquisition.gov/ • Acquisition central, many links • www.cpms.osd.mil/dlamp/DLAMP_Handbook2002/Chapter2/2-2.pdf- self assessment NCMA World Congress 2006 : Achieving High Performance in Global Business: Leadership, Outsourcing, & Risk Management

22. Ideas for your toolkit…regulations • www.arnet.gov/far • FAR website • http://oam.ocs.doc.gov/CAPPS_policylibrary.html • Acts, codes, SARA, etc • www.sba.gov • Small Business Administration • www.acq.osd.mil/dpap/contractpricing/index. htm • Contract pricing • www.gsa.gov NCMA World Congress 2006 : Achieving High Performance in Global Business: Leadership, Outsourcing, & Risk Management

23. Ideas for your toolkit…references • http://onlinestore.cch.com • Click “Business and Finance”, click “Government Contracts”, click “Nash and Cibinic eSeries” • www.ncma.org • Has library of references, articles, books • http://www.deskbook.osd.mil • Defense Acquisition Guidebook (under Reader’s Choice) • http://akss.dau.mil/guidebookalphabeticLinks.do • Guidebooks and Handbooks • www.fedweek.com • Current events for Federal government NCMA World Congress 2006 : Achieving High Performance in Global Business: Leadership, Outsourcing, & Risk Management

24. Ideas for your toolkit…training • Training: • www.iaccm.com • www.faionline.com • www.golearn.gov • www.ncma.org • www.esi-intl.com • www.npi-training.com • www.amanet.org • www.managementconcepts.com • www.natsem.com • www.performanceweb.org NCMA World Congress 2006 : Achieving High Performance in Global Business: Leadership, Outsourcing, & Risk Management

25. Ideas for your toolkit…samples • www.fedbizopps.com • Great place to look and see how Federal agencies are doing their contracts • www.knownet.hhs.gov/acquisition • Performance-based samples • http://ohcm.gsfc.nasa.gov/DevGuide/IDPEmployee.doc • Sample Individual Development Plan • www.acquisitionsolutions.com/ • Subscription service for everything acquisition NCMA World Congress 2006 : Achieving High Performance in Global Business: Leadership, Outsourcing, & Risk Management

26. Summary • The toolkit is a valuable tool • Make it useful for YOU • Keep it updated and backed up • Add to it but be able to retrieve from it • Share with others • Toolkit can be individual or for a group NCMA World Congress 2006 : Achieving High Performance in Global Business: Leadership, Outsourcing, & Risk Management

27. Thank you for attending and enjoy your conference! NCMA World Congress 2006 : Achieving High Performance in Global Business: Leadership, Outsourcing, & Risk Management