260 likes | 367 Views
This briefing template is required for all presentations seeking approval. It covers background, strategy, management, risks, and more. Stay consistent with Arial font and blue color. Use it for acquisition plan presentations.
E N D
NOAA PPT BRIEFING TEMPLATE May 30, 2018 • This template is required for all PPT presentations/briefings that require UNSEC or DOC approval (it is not the template for Under Secretary presentations for events/remarks) • Use consistent font type (Arial) and color (this blue) throughout • Images/Pictures/Tables/Etc. are fine to include
PROJECT TITLE PREPARED BY (LINE/STAFF OFFICE) DATE
OVERVIEW Source Selection Information – FAR Subparts 2.101 and3.104.4
OVERVIEW • Introduction andBackground • Purpose • Acquisition Team Members • Background and DescriptionInformation • AcquisitionManagement • MarketResearch • AcquisitionStrategy • Evaluation and SelectionProcess • AcquisitionManagement • ContractorManagement • Project/Program Management • Budget • Schedule • Personnel • Communication • RiskManagement • Key ProjectRisks • Top 5Risks • Communication: Continuous Review andMonitoring Source Selection Information – FAR Subparts 2.101 and3.104.4
Purpose Obtain approval of the acquisition plan presented to acquire (project title and purpose) • Source Selection Information – FAR Subparts 2.101 and3.104.4
Acquisition Team Members (Name) – ContractingOfficer (Title) (AcquisitionDivision)/NOAA (Name) – ContractSpecialist (Title if applicable) (AcquisitionDivision)/NOAA (Name) – Acquisition ProjectManager (Title) (FunctionalOffice/LO/NOAA) (Name) – TechnicalLiaison (Title) (FunctionalOffice/LO/NOAA) (Name) –LegalCounsel (Title) Office of General Counsel, Contract LawDivision Department ofCommerce • Source Selection Information – FAR Subparts 2.101 and3.104.4
Background and Description Brief Description ofNeed: ProgramBackground: • Source Selection Information – FAR Subparts 2.101 and3.104.4
Background and Description AcquisitionBackground: (Address prior and/or current contracts,etc.) • Source Selection Information – FAR Subparts 2.101 and3.104.4
Current Status (Enterdataoncurrentcontract(s) if applicable (Enter information on current contract(s) expiration date) • Source Selection Information – FAR Subparts 2.101 and3.104.4
Market Research MARKETRESEARCH: Request for Information issued on (date) in an effort to locate firms capable of providing therequirement (Discuss number/type of responses received; e.g., “3 LB, 4SB”) (Discuss results of analysis of responsesreceived) Small Business Administration’s (SBA) Dynamic Small Business Search Engine queried using NAICS code andthe term “xxxxxx”. (Number) small businesses generated and evaluated from informationavailable. (Discuss results ofanalysis) RESULTS: (Number) small businesses determinedqualified SBA Procurement Center Representative approved on(date) State whether requirement will be Unrestricted/solesource/set‐aside • Source Selection Information – FAR Subparts 2.101 and3.104.4
Acquisition Strategy (Sample slide language) UseofFAR(citeFARreferenceandtitle)procedures Multiple Indefinite Delivery‐Indefinite Quantity (IDIQ) contract awards based onqualifications Solicitonafullandopenbasiswithfour(4)contract awards reserved for smallbusinesses Five year orderingperiod Contractmaximumceilingis$XXXM;tobesharedamong all IDIQcontracts AllTaskOrderswillbeissuedonafirm‐fixedpricebasis • Source Selection Information – FAR Subparts 2.101 and3.104.4
Evaluation and Selection Process (Sample Slide Language) EvaluationFactors – In accordance with FAR XXX, offerorswill be evaluatedon: (List evaluation factors andsub‐factors) Evaluation Board– (Address composition of selectionboard) • Source Selection Information – FAR Subparts 2.101 and3.104.4
Evaluation and Selection Process (Sample SlideLanguage) Source Selection Authority– Review recommendation of EvaluationBoard Make Source SelectionDecision Negotiations– (Discuss negotiation procedurescontemplated) • Source Selection Information – FAR Subparts 2.101 and3.104.4
Acquisition Management • (Sample SlideLanguage) • FrequentcommunicationsbetweenProgramOfficeand(AGOAD) • Dataacquisition,deliveryscheduleandpricenegotiatedforeach taskorder • Task orders will be issued to the highest qualified contract holder considering experience, capacity (personnel/resources), transit time,mobilizationcosts,availability,complexity,budgetconstraints and priorperformance • Taskorderscheduleofdeliverableswillbetrackedandmonitored • CORsandCOwillrecordcontractorperformanceintheContractor Performance Assessment ReportingSystem • Source Selection Information – FAR Subparts 2.101 and3.104.4
Contractor Managment (Sample SlideLanguage) ACORwillbeassignedforeachtaskorder CORswillmaintainregularcommunicationwithcontractors CORswillmonitorprogressandperformanceofcontractorthrough periodic communication, field and office visits and final product evaluation Deliverablessubmittedbycontractorsandwillbereviewed, accepted(orrejected)bytheCOR ContractorreportsprogressmonthlytoCORsduringdata acquisition Contractors will be evaluated in CPARS at the taskorder level • Source Selection Information – FAR Subparts 2.101 and3.104.4
Budget The total estimated value of this acquisition is $XXXXX. basedontheIndependentGovernmentCostEstimate(IGCE)of$XXXXX. Theestimatedbudgetallocationfor(LO) is$XXXXXperyear($XXXXXoverfive years) LineItem: AppropriationsAccount: Approximate break down by fiscalyear: (FY),$XXXXX (FY),$XXXXX (FY),$XXXXX (FY),$XXXXX (FY),$XXXXX (Enter additional pertinentdata) • Source Selection Information – FAR Subparts 2.101 and3.104.4
Schedule (Sample ‐ enter pertinent milestones anddates) Small businessreview/approval Approval of Acquisition Plan Solicitationapproval Issuesolicitation Receipt ofproposals Proposalevaluation Conductnegotiations FinalevaluationandSourceSelection SBPO approval of award(s) Contractaward (date) (date) (date) (date) (date) (date) (date) (date) (date) (date) • Source Selection Information – FAR Subparts 2.101 and3.104.4
Personnel ContractingOfficer (Name), (AD),(Title) [FAC‐C LevelIII] ContractSpecialist (Name), (AD), (Title)[FAC‐C LevelIII] ProgramManager (Name), (Title) will receive Senior Project Manager certification by(Date) Contracting OfficerRepresentative (Name),CORXX,(XXyearsexperienceasCOR)WillreceiveCORIIIcertification prior to awarddate (Name),CORXX(XXyearsexperienceasCOR)WillreceiveCORIIIcertification prior to awarddate (Name),CORXX(XXyearsexperienceasCOR)WillreceiveCORIIIcertification prior to awarddate • Source Selection Information – FAR Subparts 2.101 and3.104.4
Risk Management Key ProjectRisks ScheduleRisk (discuss any schedulerisks) • Source Selection Information – FAR Subparts 2.101 and3.104.4
Risk Management ID Risk Probability Very Low Low Moderate High Very High 0‐20% 20‐40% 40‐60% 60‐80%80‐100% 5 SCHEDULE: Moderate probability and moderate impact on schedule as existing contracts will expire between January and February 2014. Any delayin awarding new contracts couldimpact 2014 field season and emergentneeds. 4 A A 3 B C 2 EXPERIENCE OF FIRMS:Low probability and low impact. Should response to FedBizOps be less then expected and/or firms who respond lack experience working for OCS, additional oversight or time may be neededforcontractawardandfollow on taskorders. D 1 B 1 5 2 3 4 Impact Criticality COST: Low probability and low impact on cost since individual task ordersare firm fixed priced based on previously negotiatedrates. C Critical Med KEY PERSONNEL: Very low probability and low impact. Any shift in assigned Contracting Officer, Contract Specialist or Senior Program Manager could impact a timely contractaward. Low D • Source Selection Information – FAR Subparts 2.101 and3.104.4
Risk Communication (Sample SlideLanguage) Schedule Risk is continuously monitored andassessed. Bi‐Monthly status meetings are held between the Program andAcquisitionDivisions,andincludesLegalCounselaswell. Acquisitionstatusreportedweeklywithin(AGOAD) managementstructure Theacquisitionisidentifiedandupdatedweeklyinthe AGO Director’s Weekly Top‐5Report. • Source Selection Information – FAR Subparts 2.101 and3.104.4
[Closing Slide (summary/contact info/weblinks, etc.)] • Source Selection Information – FAR Subparts 2.101 and3.104.4