1 / 12

Procurement Engineering and Review Team (PERT) PEER REVIEW PROGRAM Patrick Marmo 2/7/2012

Independent Peer Review Program for Contractor’s Purchasing Systems. Procurement Engineering and Review Team (PERT) PEER REVIEW PROGRAM Patrick Marmo 2/7/2012. What is the PERT PEER Review Program?. Structured approach for evaluating procurement systems

kiona-burke
Download Presentation

Procurement Engineering and Review Team (PERT) PEER REVIEW PROGRAM Patrick Marmo 2/7/2012

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Independent Peer Review Program for Contractor’s Purchasing Systems Procurement Engineering and Review Team (PERT) PEER REVIEWPROGRAMPatrick Marmo 2/7/2012

  2. What is the PERT PEER Review Program? • Structured approach for evaluating procurement systems • Vehicle for identifying strengths and weakness as well as “best practices” • Utilizes standardized criteria based upon Procurement Guiding Principles • Procurement Executives endorsement • DOE/NNSA tool • Oversight • Performance evaluation • Approval of purchasing system

  3. Historical Background • 1995: • DOE instituted the VBSA model to assess contractors acquisition systems • Replaced the CPSR • Emphasized results over process • Four perspective approach to assessing performance • Benchmarking and sharing of best practices • DOE headquarters oversight paradigm changed from auditing to assisting the offices 1997 Balanced Scorecard process began being used by DOE contractors • 1999: • DOE HQ. PERT PEER review team established to provide independent self-assessments to complex • Voluntary basis • Scope defined by requesting organization • 2004: • Mandatory PEER review for all DOE/NNSA sites implemented • Required every three (3) years • Complete compliance review scope • Developed by the DOE/NNSA PERT team

  4. PERT PEER Review Program GOAL: Provide a tool whereby the overall efficiency and effectiveness of purchasing and related business systems can be independently assessed for improved management and performance. OBJECTIVE: Partnering of Federal and contractor personnel in evaluating the efficiency and effectiveness of contractor purchasing systems. SCOPE: Periodic comprehensive review of contractor procurement systems and processes by an independent team of Federal and contractor personnel using standardized criteria.

  5. Program Charter • Procurement Executives endorsement • Peer Review Team • Team Lead • Members • Team Membership includes Federal and Contractors

  6. Review Process • Pre-Review Activities • Identify sites and schedule • Site notification • Scope of data analysis call • Select Team Leads & Members • Site scope definition • Data call • Team preparation • Gain understanding of Review expectations • Site support expectations • Preliminary site logistics • Data review and analysis

  7. Preparation for Review • Data Call • Criteria listing Completed Matrix • Policies and procedures • Prime contract • Organizational charts • Purchasing demographics • Audits/assessments • BSC/Objective Matrix • Description of purchasing systems • Small business data • Transaction listings for file review • Purchasing demographics, e.g. • Annual volume • Numbers of actions and dollars • Stratification of procurement data

  8. Procurement Guiding Principles Observation Key: µ--Best Practice l--Strength ¤--Acceptable ¡--Weaknesses Purchasing System Basic Tenets Acquisition of quality products & services at fair & reasonable prices Use capable & reliable subcontractors Minimization of acquisition lead-time & administrative costs of purchasing Use of effective competitive techniques Reduction of subcontract performance risks & facilitation of quality relationships Use of self-assessment & benchmarking techniques to support continuous improvement Maintenance of the highest professional and ethical standards File documentation appropriate to value of purchase & adequate to establish propriety of transaction & price Maximization of Opportunities for small Business

  9. Review Process • Review Activities • Agenda • In-brief/Site CO attends • Daily updates/Site CO invited • Exit briefing • Conducting object based review • Verify and validate Procurement System • Document review • File reviews • System demonstrations • Interviews • Preparing and presenting draft report • Site Management Team/Site CO attends • Contractor Procurement Manager

  10. Review Process • Post-Review Activities • Resolution of site comments • Completion of final report • Assessing review process • Lessons learned • Evaluation of review process effectiveness

  11. Preparation for Review • Personnel • Understand purpose of review • Brief on process • Document reviews • File reviews • Interviews • System demonstrations • Availability • Interaction with review team

  12. Questions and AnswersPatrick Marmo509-376-1383Patrick_M_Marmo@rl.gov

More Related