Preparing Incurred Cost Proposals
Preparing Incurred Cost Proposals
Overview
This two day seminar provides and intensive examination of incurred cost proposals, including regulatory and audit issues, and a schedule by schedule review of data inputs. Day one will focus on Incurred Cost Proposal contents and adequacy, timing and extensions, and the DCAA's ICE model. Day two takes a more specific look at preparing proposals based on each required and optional schedule, culminating in a final review of current DCAA audit guidance and issues.
Agenda
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Units
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Seminar Agenda
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Day 1
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Course Introduction
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9:00 – 9:15
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I
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Introduction to incurred cost proposals
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9:15 – 10:00
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Break
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10:30 – 10:45
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II
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Inputs and the accounting system
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10:45 – 12:00
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Lunch
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12:00 – 1:00
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III
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Review of schedules
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1:00 – 2:30
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Break
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2:30 – 2:45
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III
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Review of schedules (continued)
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2:45 – 5:00
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Day 2
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IV
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Preparing the proposal, schedule by schedule
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9:00 – 10:30
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Break
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10:30 – 10:45
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IV
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Preparing the proposal (continued)
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10:45 – 12:00
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Lunch
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12:00 – 1:00
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IV
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Final effort and optional schedules
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1:00 – 2:30
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Break
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2:30 – 2:45
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V
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Final review (practical exercise)
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2:45 – 4:30
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Course summary
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4:30 – 5:00
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Presenters
Marie T. Salamone, CCC
Ms. Salamone is a Managing Consultant in the Government Contractor Services practice of Navigant Consulting, Inc., (“NCI”) resident in the firm’s Princeton, New Jersey office.
Professional Experience
Ms. Salamone is a Managing Consultant with Navigant Consulting, Inc. Ms. Salamone has 22 years of experience in evaluating direct and indirect project costs, preparing and analyzing claims, and litigation support, including expert witness testimony. Ms. Salamone has significant experience in government contracting consulting, including analysis of indirect costs and cost pools and in the preparation of annual incurred costs proposals required of contractors to the U.S. Federal Government. She has provided these services across a wide range of projects, and in numerous industries, including professional services firms.
Ms. Salamone is proficient in numerous computer software applications and database management programs used in claims analysis, litigation support and preparation of submittals to the federal government.
Compliance Review for a Healthcare Data Provider – Ms. Salamone provided a compliance review and submitted an expert report for a healthcare data provider who entered the government contracting arena. She has also provided opinions and recommendations to client regarding its current compliance capabilities with respect to its federal contract and regarding future contracts with federal agencies. She identified compliance gaps and recommended measures to overcome these gaps. Ms. Salamone also reviewed documentation, performed an assessment of the current organization, and reviewed existing policies and procedures and compliance capabilities. Ms. Salamone conducted on-site interviews with client. Also she reviewed how potential future awards would impact the client’s current organizational structure and how these awards may increase compliance needs. Finally, Ms. Salamone reviewed emerging legislation to identify areas for contingency planning as the client moves into the federal marketplace.
Incurred Cost Proposal (“ICP”) for Professional Services Firm – Ms. Salamone led portion of team that gathered and analyzed cost and contract data relating to federal government contracts. The team prepared separate ICP packages for six fiscal years of delinquent submissions. The team consisted of an average of eight consultants working over 12 months. They identified and evaluated over 400 time and materials (“T&M”) government contracts and validated the direct labor and material costs associated with these contracts. She assisted in the preparation and submittal of required schedules to the government. Concurrent with the above activities, Ms. Salamone acted as the point of contact between the team and the project directors responsible for performing the final quality control checks prior to submission of the packages.
As part of this effort, Ms. Salamone performed and/or led activities, including but not limited to:
• Generated and presented reports and analyses related to various project issues to senior client management and outside counsel
• Reviewed contracts and prepared briefs (required to generate for Schedule S of the government’s required submittal) for contracts spanning more than six years
• Generated and validated numerous supplemental schedules related to this submission of the government ICP packages
• Created working papers and memoranda documenting assumptions made and processes followed in the preparation of the submission
• Coordinated with key accounting personnel to gain insight into the client’s accounting system, and to obtain and validate information
• Assisted in the design, development and management of progress tracking system used to monitor the project progress
• Trained consultant staff and other personnel who transitioned onto the project
Large Scale ICP for Government Contractor – Ms. Salamone produced an ICP for several fiscal years for client who was behind in its submission. The team produced schedules related to 14,000 time and material contracts. Ms. Salamone prepared schedules and performed quality control reviews. Ms. Salamone often prepared Schedule Ks for the more complicated and voluminous time and material contracts. Preparation of the Schedule K workbooks included a review of the contract, contract documents and billing files. Engagement resulted in successful completion of the Incurred Cost Proposal under a defunct cost accounting system.
Forward Pricing Rates for Large Consulting Firm – Ms. Salamone analyzed direct and indirect costs and developed a computer model used to generate and evaluate current indirect rate structure and calculate forward pricing rates using current costs. She developed and presented various rate model analyses to senior client management. As a result of this work, client continued to use its existing rate structure and submit forward pricing rates without significantly increasing audit risk that would have accompanied a change in rate structure.
New Football Stadium Project Construction Litigation – Ms. Salamone performed analyses of cost associated with litigation of the construction of a new sports facility for a major project management and construction company. The work entailed comprehensive analyses of construction costs, schedules, subcontracts costs and other items in support of litigation between owner and subcontractors. She helped prepare and defend expert cost, schedule delay and issue analyses, as well as assisted in writing the expert report – which resulted in favorable settlement of the claims.
Landfill Cap Construction Litigation – Ms. Salamone assisted client in litigation initiated by the New Jersey Department of Environmental Protection relating to alleged design defects, schedule delays, and faulty construction of the capping of a landfill. Ms. Salamone led a team of four -six consultants who sampled and analyzed a significant number of labor status reports and the costs associated with those reports. She provided an expert report with supporting documentation to the client that ultimately allowed client to settle a seven-year litigation in its favor.
New Embassy in Africa Construction Claims Litigation/Mediation – Ms. Salamone supported a federal client who was sued by a contractor for allegedly failing to compensate the contractor for all change orders and delays in the construction. The team reviewed contract specifications and change orders and all related documentation and prepared a comprehensive analysis of the issues. Ms. Salamone testified, before the federal judge presiding over the mediation, on the scope and contracting issues.
Federal Government Hospital Construction Litigation – Ms. Salamone supported a federal client sued by a government contractor in a case alleging poor design and resulting delays in the construction of a hospital in Alaska. Ms. Salamone developed a detailed cost model that was used to successfully refute the inefficiency claim presented by the subcontractor.
Ms. Salamone also has provided auditing, modeling, analytical, project management, and expert witness testimony and litigation support services on numerous infrastructure, industrial, and commercial projects. These responsibilities have provided her with the ability to create and utilize complex data models to analyze and help resolve complex issues in a wide variety of situations.
Registration Fee
$995
Dates and Locations
- December 31, 1969
- October 19, 2010 - October 20, 2010
- 8000 Towers Crescent Drive, Suite 350
Vienna, VA
Fundamentals of Earned Value Management
Fundamentals of Earned Value Management
Overview
This two day seminar familiarizes participants with the structure of the 32 guidelines of the ANSI/EIA 748 Earned Value Management Systems (EVMS) Standard. During day one, participants will focus on FAR and DFARS clauses and thresholds for prime and subcontracts, and establishing the breakdown structures and indirect management of the EVMS organization. Day two takes an in-depth look at performance, cost and variance analysis, and the importance of customer report requirements and customer EVMS reviews.
Agenda
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Units
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Seminar Agenda
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Day 1
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Course Introduction and Learning Objectives
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9:00 – 9:15
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I
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EVMS ANSI Standard and the Structure of the 32 Guidelines
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9:15 – 9:30
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FAR and DFARS Clauses and Thresholds for Prime and Subcontracts
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9:30 – 10:30
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Break
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10:30 – 10:45
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II
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Establishing the EVMS Organization
· Work Breakdown Structures
· Organization Breakdown Structures
· Indirect Management
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10:45 – 12:00
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Lunch
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12:00 – 1:00
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III
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Developing the Integrated Schedules
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1:00 – 2:30
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IV
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Authorizing the Work
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2:30 – 3:00
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Break
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3:00 – 3:15
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V
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Establishing the EVMS Baseline
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3:15 – 5:00
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Day 2
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VI
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Performance for Subcontractors and
Material
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9:00 – 10:30
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Break
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10:30 – 10:45
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VII
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Accounting for Performance and
Actual Costs
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10:45 – 11:15
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VIII
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Variances
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11:15 – 12:00
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Lunch
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12:00 – 1:00
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IX
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Variance Analysis and
EAC Updates
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1:00 – 3:00
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Break
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3:00 – 3:15
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X
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Revisions and Control Logs
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3:15 – 4:00
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XI
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Customer Reports
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4:00 – 4:30
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XII
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Customer Reviews
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4:30 – 5:00
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Presenters
David A. Roberts
Mr. Roberts is a Managing Consultant in the Government Contractor Services practice of Navigant Consulting, Inc. (NCI). He has over 25 years of experience in the aerospace and defense industry working for major government contractors, including McDonnell Aircraft Company, The Boeing Company, and Bell Helicopter. He has extensive experience with Earned Value Management System (EVMS) processes and tools and Program Business Management.
Professional Experience
As the Director of EVM at Bell, Mr. Roberts implemented a new EVMS, redesigned the processes, deployed an integrated tool set, and established process metrics to evaluate performance.
Mr. Roberts served as corporate EVM Subject Matter Expert to the Boeing Program Management Council. In this role, he developed EVM assessment models, developed and taught executive and senior level EVM training, and performed maturity assessments on major defense and commercial programs for a defense contractor. He also led several Boeing teams focused on standardizing corporate-wide EVMS health metrics, training materials, and supplier EVMS flow-down requirements.
Mr. Roberts has extensive experience applying EVM on several major defense programs where he led all business functions in support of program acquisition and execution. In addition, he has served as a Finance Manager responsible for EVMS, AP, and AR and has created EVM compliant systems from desktop applications. Mr. Roberts has led many other enterprise-wide process improvements utilizing Six Sigma techniques and quality navigation tools as well.
Along with EVM, Mr. Roberts consulting experience also includes developing multiple forward pricing rate models, analyzing and recommending improved Accounting and Logistics organizations and performing various business system compliance reviews.
Registration Fee
$995
Dates and Locations
- September 14, 2010 - September 15, 2010
- The Westin Gaslamp Quarter, San Diego
910 Broadway Circle (Map)
San Diego, CA
Internal Control Systems and Compliance
Internal Control Systems and Compliance
Overview
A 2-day workshop on the internal control environment and internal controls as the basis of financial reporting. A primary focus is on the increasing emphasis on internal controls to demonstrate regulatory compliance and the early identification of potential issues. Based upon the 2010 Federal Acquisition Regulation, published by CCH and the DCAA Audit Manual.
Agenda
Day 1
Course Introduction 9:00 – 9:15
I Introduction to Internal Controls Systems 9:15 – 9:45
II Federal Contract Compliance Risk (The Environment) 9:45 – 10:30
III Federal Contract Requirements and Current Events 10:45 – 12:00
IV COSO Structure Overview Related to Sarbanes Oxley 1:00 – 2:30
V Internal Control Methodologies 2:45 – 5:00
Day 2
VI Typical Compliance Cycles Leveraging Sarbanes Oxley Frameworks 9:00 – 9:30
VII DCAA Internal Control Audit Programs based on a COSO Framework 9:45 – 12:00
VIII Other Government Contract Business System Internal Control Structures (GSA, ITAR, FCPA) 1:00 – 2:00
IX Internal Controls Systems Practical Application (course exercise) 2:15 – 3:00
X Course summary – Leveraging Internal Controls Platforms 4:30 – 5:00
Presenters
Frank J. Beatty, C.P.A.
Frank J. Beatty is a Director in the Government Contractor Services practice of Navigant Consulting, Inc., in the Vienna, Virginia office. He specializes in advising clients on matters involving government contract regulatory compliance; contract pricing; cost accounting; contractor compliance and ethics programs. Mr. Beatty has over 30 years of government contracting / audit experience gained from working in, and with, domestic and international companies in a variety of industries, including aerospace, defense, telecommunications, information technology, and healthcare.
Mr. Beatty consults with U.S. Federal Government contractors on complex cost allocability and allowability matters. He assists contractors interpret the Cost Accounting Standards (CAS) and the Federal Acquisition Regulation (FAR) cost principles, prepares CAS Board Disclosure Statements; performs internal control reviews on contractor systems; performs Truth in Negotiations Act (TINA) reviews (defective pricing) and assists contractors develop / restructure their indirect cost systems.
Mr. Beatty also consults with companies in connection with assessing the adequacy of internal processes, controls and self-governance programs. Recent engagements have included performing CAS and systems internal control self-assessments; evaluating the adequacy and effectiveness of compliance programs; Sarbanes-Oxley compliance reviews; assessing corporate ethics / hotline programs. Systems reviews include assessing labor charging practices; project cost accounting structures; indirect cost accounting practices; contract administration system; billing system, purchasing; and cost estimating systems.
Prior to joining Navigant Consulting, he directed the corporate compliance function in a Fortune 50 automotive / aerospace company and a U.K. Financial Times 20 automotive / aerospace company. He also served as the Director of Internal Audit at a Fortune 500 telecommunications provider. In these roles, he initiated audits of high-risk areas related to Government contracting and worked with both inside and outside counsel in reviews of contractual and compliance-related matters. He also served as the Chairman of the Business Ethics Committee at a Fortune 50 company. Earlier in his career, Mr. Beatty served in accounting and audit positions in the Board of Governors of the Federal Reserve System, the Defense Contract Audit Agency and the US Department of Defense Inspector General.
Mr. Beatty consults with contractors and their legal counsel on a variety of complex matters including alleged fraud, qui tam disclosures and other misconduct matters. He assists in determining the nature and extent of the damages and provides recommendations to improve internal controls. He works with contractors who have been proposed for debarment and are working under an Administrative Agreement with U.S. Departments of Justice and Defense officials.
Mr. Beatty assists clients in the preparation of cost proposals, re-designs cost allocation systems, and supports government audits and negotiations. He assists large commercial companies in preparing their accounting requirements necessary to obtain, or maintain Government contracts. He also works with clients in the development of their annual incurred cost proposals to be submitted to the Defense Contract Audit Agency. He also conducts Cost Accounting Standards compliance reviews and internal control assessments (self-audits) for contractors.
Mr. Beatty has worked with law firms in healthcare “qui tam” related matters and works with several Native Tribal American and Native Alaskan Tribal organizations in their regulatory and government audit matters - including Hurricane Katrina / FEMA audit issues. Mr. Beatty instructs training seminars on varied matters such as Basics of Government Contracting, Cost Accounting Standards, Federal Acquisition Regulation cost principles, labor charging and indirect cost accounting.
Mr. Beatty received his M.A. in Management from Central Michigan University and his B.S. in Business Administration and Accounting from George Mason University. He is a Certified Public Accountant in the Commonwealth of Virginia.
Registration Fee
$995
Dates and Locations
- September 16, 2010 - September 17, 2010
- The Westin Gaslamp Quarter, San Diego
910 Broadway Circle (Map)
San Diego, CA
- November 16, 2010 - November 17, 2010
- Flamingo Las Vegas
3555 Las Vegas Blvd S (Map)
Las Vegas, NV
Cost Accounting Standards
Cost Accounting Standards
Overview
This two day seminar familiarizes participants with the overall nature and intent of CAS and contract coverage; participants will thoroughly understand each CAS after examining the purpose, requirements, and techniques for its application.
Field(s) of Study: Accounting (Governmental)
Program Level: Basic
Delivery Method: Group-live
Program Prerequisites: None
Advance Preparation: No advance preparation required
Agenda
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Units
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Seminar Agenda
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Day 1
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Course Introduction and Learning Objectives
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9:00 – 9:15
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I
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The Nature and Intent of CAS and Contractual Coverage
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9:15 – 9:30
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II
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Disclosure Statements
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9:30 – 10:15
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Break
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10:15 – 10:30
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III
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Cost Accounting Standards – Purpose, Requirements, Techniques for Application, and Illustrations
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· CAS 401 & 402 – Consistency Requirements
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10:30 – 11:15
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· CAS 404 & 409 – Fixed Asset Capitalization/Depreciation
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11:15 – 12:00
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Lunch
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12:00 – 1:00
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· CAS 407 – Standard Costs & CAS 411 – Material Costs
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1:00 – 2:00
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· CAS 408 – Personal Absence Costs
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2:00 – 2:30
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Break
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2:30 – 2:45
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· CAS 415 – Deferred Compensation
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2:45 – 3:45
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· CAS 412 & 413 – Pensions
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3:45 – 5:00
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Day 2
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· CAS 403 – Home Office Expenses
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9:00 – 9:15
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· CAS 410 – General & Administrative Expenses
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9:15 – 10:00
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Break
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10:00 – 10:15
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· CAS 418 – Direct and Indirect Costs
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10:15 – 11:00
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· CAS 420 – Independent Research and Development & Bid and Proposal Costs
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11:00 – 11:30
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· CAS 416 - Insurance
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11:30 – 12:00
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Lunch
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12:00 – 1:00
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· CAS 405 – Unallowable Costs
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1:00 – 2:00
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· CAS 406 – Cost Accounting Period
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2:00 – 2:30
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Break
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2:30 – 2:45
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· CAS 414 & 417 – Facilities Capital Cost of Money
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2:45 – 3:30
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IV
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New Standards/Changes in Accounting Practices
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3:30 – 4:00
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V
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Government Audits of CAS Adequacy/Compliance
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4:00 – 4:15
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VI
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Current status of CAS and CASB
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4:15 – 4:30
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Course Wrap-Up
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4:30 – 5:00
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*Each participant shall receive a copy of the Cost Accounting Standards Board Regulations, published by CCH. |
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Presenters
Ki Capitano
Ki Capitano is currently a consultant providing consultation, advice, assistance, and training on government contract financial and other regulatory compliance matters. Ki began his career in government contracting in 1976, working as a contract auditor for the Defense Contract Audit Agency (DCAA). While with the DCAA, he performed a full range of contract audits of government contractors and contract audit functions.
He worked as an instructor at DCAA's contract audit institute in Memphis, TN designing, developing, and delivering training courses to DCAA auditors and managers in both technical and managerial subjects, as well as supporting briefings to industry and other government agencies, and worked at DCAA headquarters as program manager, responsible for a variety of audit initiatives. Ki also worked for KPMG Peat Marwick as a manager responsible for designing, developing, and delivering training courses and providing advice to clients regarding government contract regulatory compliance issues in a wide variety of areas.
Ki holds an MBA from George Mason University, is a retired CPA, a Certified Cost Analyst, a former member of the of the American Production and Inventory Control Society's Aerospace and Defense Specific Interest Group Steering Committee, and a member of the Virginia Society of CPAs.
Registration Fee
$995
Dates and Locations
- December 31, 1969
- November 10, 2010 - November 11, 2010
- Flamingo Las Vegas
3555 Las Vegas Blvd S (Map)
Las Vegas, NV
Internal Control Audit Planning Summary
Internal Control Audit Planning Summary
Overview
This two day seminar provides a thorough understanding of ICAPS compliance requirements and procedures. Day one focuses on the key elements of ICAPS audits and their impact on other related systems, including audits of Information Technology General System Controls, Contractor Budget & Planning System Internal Controls, and Purchasing System Internal Controls. During day two, participants will continue their examination of ICAPS audits, including the achievement and maintenance of compliant internal business systems and steps to prepare for ICAPS audits.
Agenda
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Seminar Agenda
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Day 1
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Overview & Introduction
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9:00 – 9:15
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ICAPS Basics
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9:15 – 9:30
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ICAPS Impact on Other Audits
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9:30 – 10:00
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Break
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10:00 – 10:15
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Audit of Internal Controls
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10:15 – 12:00
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Lunch
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12:00 – 1:00
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Case Study
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1:00 – 1:30
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Audit of Information Technology General System Controls
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1:30 – 2:30
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Break
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2:30 – 2:45
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Audit of Contractor Budget & Planning System Internal Controls
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2:45 – 3:30
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Audit of Purchasing System Internal Controls
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3:30 – 5:00
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Day 2
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Audit of Material Management & Accounting System Internal Controls
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9:00 – 9:45
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Break
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9:45 – 10:00
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Compensation System Internal Controls
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10:00 – 11:00
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Audit of Labor System Internal Controls
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11:00 – 12:00
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Lunch
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12:00 – 1:00
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Case Study
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1:00 – 1:30
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Audit of Indirect & ODC System Internal Controls
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1:30 – 2:30
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Break
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2:30 – 2:45
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Audit of Estimating & Billing Systems Internal Controls
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2:45 – 3:30
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Preparing for ICAPS Audits
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3:30 – 5:00
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Presenters
Ki Capitano
Ki Capitano is currently a consultant providing consultation, advice, assistance, and training on government contract financial and other regulatory compliance matters. Ki began his career in government contracting in 1976, working as a contract auditor for the Defense Contract Audit Agency (DCAA). While with the DCAA, he performed a full range of contract audits of government contractors and contract audit functions.
He worked as an instructor at DCAA's contract audit institute in Memphis, TN designing, developing, and delivering training courses to DCAA auditors and managers in both technical and managerial subjects, as well as supporting briefings to industry and other government agencies, and worked at DCAA headquarters as program manager, responsible for a variety of audit initiatives. Ki also worked for KPMG Peat Marwick as a manager responsible for designing, developing, and delivering training courses and providing advice to clients regarding government contract regulatory compliance issues in a wide variety of areas.
Ki holds an MBA from George Mason University, is a retired CPA, a Certified Cost Analyst, a former member of the of the American Production and Inventory Control Society's Aerospace and Defense Specific Interest Group Steering Committee, and a member of the Virginia Society of CPAs.
Registration Fee
$995
Dates and Locations
- June 29, 2010 - June 30, 2010
- 8000 Towers Crescent Drive, Suite 350
Vienna, VA
- October 21, 2010 - October 22, 2010
- 8000 Towers Crescent Drive, Suite 350
Vienna, VA
- November 2, 2010 - November 3, 2010
- Flamingo Las Vegas
3555 Las Vegas Blvd S (Map)
Las Vegas, NV
Contractor Purchasing Systems Review
Contractor Purchasing Systems Review
Overview
Program Content
This two day seminar provides a thorough understanding of CPSR, including an in-depth look at all elements of the prime and subcontractor relationship. Based upon the Federal Acquisition Regulation requirements.
Agenda
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Units
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Seminar Agenda
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Day 1
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I
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Overview & Introduction
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9:00 – 9:30
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II
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Background of CPSR Requirement
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9:15 – 9:30
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III
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Requirements for CPSR
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9:30 – 10:00
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Break
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10:00 – 10:15
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IV
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Case Study
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10:15 – 11:00
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V
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Subcontractor Consent & Advance Notification Requirements
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11:00 – 12:00
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Lunch
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12:00 – 1:00
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VI
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Case Study
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1:00 – 1:30
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VII
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CPSR Criteria Under FAR
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1:30 – 2:00
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VIII
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Government Surveillance
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2:00 – 2:45
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|
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Break
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2:45 – 3:00
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IX
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Cost Analysis of Proposed Subcontracts
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3:00 – 5:00
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Day 2
|
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X
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Price Analysis of Proposed Subcontracts
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9:00 – 10:00
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Break
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10:00 – 10:15
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XI
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Case Study
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10:15 – 10:45
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XII
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Government Purchasing Fraud Indicators
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10:45 – 12:00
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Lunch
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12:00 – 1:00
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XIII
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Case Study
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1:00 – 1:30
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XIV
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Purchasing System Internal Control Structure
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1:30 – 2:45
|
|
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Break
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2:45 – 3:00
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XV
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Subcontract Management Issues & Best Practices
|
3:00 – 5:00
|
Presenters
Gregory A. Garrett, CPCM, C.P.M., PMP
Gregory A. Garrett is the Managing Director and leader of the Navigant Consulting, Inc. Government Contractor Services practice, headquartered in Vienna, Virginia. He is an internationally recognized expert in government contracting, cost estimating, contract pricing, proposal management, and project management. He is also a best-selling author of 16 books and 90+ published articles, a former highly decorated United States Air Force Military Officer, acclaimed speaker, and respected international business consultant. During the past 25+ years, he has successfully managed more than $30 Billion of large complex contracts and projects in both the U.S. government and industry. He has taught and consulted with more than 25,000 professionals in 40+ countries. He is the recipient of numerous national and international business awards for his writing, teaching, consulting, and leadership.
Mr. Garrett provides client support in assessing business risk and providing recommendations for performance improvement of contractor business systems, including: purchasing systems, cost estimating systems, contract pricing systems, contract administration systems, earned value management systems, subcontract management processes, and program management methodologies. He also serves as an expert witness in support of client claims/litigation.
Prior to joining Navigant Consulting, he served as Chief Operating Officer for Acquisition Solutions, Inc. where he led consulting engagements for over 30 U.S. Federal Government Agencies. He served 9 years with Lucent Technologies, Inc. as Chief Compliance Officer and VP of Program Management. Previously, he served as Partner and Executive Director Global Business at ESI International. Formerly, he served as a highly decorated military officer, for the United States Air Force, including assignments as: program manager Space Systems Division, warranted contracting officer Aeronautical Systems Division, professor of contracting management Air Force Institute of Technology, and acquisition action officer, HQ USAF the Pentagon.
Professional Experience
Mr. Garrett has worked with government contractors on a variety of complex issues, including:
• Guiding emerging government contractors to develop strategies to win business with U.S. Federal Government agencies
• Evaluating government prime contractors and subcontractors business systems, including: cost estimating systems, contract pricing systems, purchasing systems, government property management systems, earned value management systems, and contract administration systems
• Creating a Global Program Management Methodology, with processes, policies, tools, and training, supporting more than 2,000 project managers in over 40 countries for a Fortune 100 information technology firm
• Creating a comprehensive bid/proposal/capture management methodology, with process, policies, tools, and training for a Fortune 100 global services firm
• Evaluating the Life-Cycle buying and selling contract management and subcontract management processes of numerous Fortune 500 Firms to determine action plans to optimize business results
• Developing and implementing a robust and cost effective Earned Value Management System (EVMS) for a growing Top 50 U.S. Department of Defense government contractor
• Preparing companies for pending government reviews and audits conducted by the Defense Contract Management Agency (DCMA) and Defense Contract Audit Agency (DCAA), including: Contractor Purchasing Systems Review (CPSR), Government Property Management Systems Review, Integrated Baseline Review (IBR), Cost Estimating, and Contract Pricing Systems Reviews
• Serving as an expert contract negotiator/consultant to enable numerous Fortune 500 firms to obtain the best possible contract negotiation results on large complex high technology contracts
• Conducting Benchmarking studies of contract management, subcontract management, and logistics management processes, policies, tools, and training for numerous government agencies and government contractors
• Developing, evaluating, and conducting customized professional training seminars on numerous business topics worldwide, including: cost estimating, contract pricing, contract negotiations, bid/proposal/capture management, performance-based contracting, contract administration, program management, supply chain management, risk management, and leadership
Mr. Garrett is the author or coauthor of 16 books, including:
(1) Managing Contracts for Peak Performance, NCMA, 1990
(2) World Class Contracting, ESI International (1st Edition 1997), CCH, (2nd, 3rd, & 4th Editions 2001, 2003, 2007)
(3) The Capture Management Life-Cycle: Winning More Business (CCH, 2003)
(4) Managing Complex Outsourced Projects (CCH, 2004)
(5) Contract Negotiations (CCH, 2005)
(6) Contract Management Organizational Assessment Tools (NCMA, 2005)
(7) Performance-Based Acquisition (NCMA, 2006)
(8) U.S. Military Program Management (Management Concepts, 2007)
(9) Leadership: Building High Performance Buying & Selling Teams (NCMA, 2007)
(10) Solicitations, Bids, Proposals, & Source Selection (CCH, 2007)
(11) Getting Results: Six Disciplines of Performance-Based Project Management (CCH, 2008)
(12) Cost Estimating and Contract Pricing (CCH, 2008)
(13) Risk Management for Complex U.S. Government Contracts and Projects (NCMA, 2009)
(14) Managing Subcontracts(Thomson-West, 2009)
(15) Contract Administration (CCH, 2009)
(16) Time and Materials Contracts and Pricing (CCH, 2010)
Mr. Garrett has authored or coauthored over 90 published articles, in more than 12 professional magazines and journals on the following topics:
• Cost Estimating
• Contract Pricing
• Contract Negotiations
• Contract Administration
• U.S. Government Contracting
• Performance-Based Acquisition
• Commercial Contracting
• Bid/Proposal Management
• Project Management
• U.S. Military Program Management
• Supply Chain Management
• Risk Management
• Subcontract Management
• Earned Value Management
• Leadership
John G. Williams
John Williams is a Director in the Government Contractor Services practice of Navigant Consulting, Inc. Mr. Williams has 24 years experience in the areas of government contract compliance; claims and investigation support; government contracts accounting; regulatory compliance; internal control systems audits; and supporting numerous financial and manufacturing systems implementations.
Prior to joining NCI, Mr. Williams worked for a major consulting firm as Director of GSA Compliance. He has held positions at a big four international public accounting firm, at two government contractors, and as a commissioned officer in the US Army where he frequently interacted with US and international contractors in all facets of government contracting.
Professional Experience
Both as a consultant and in industry positions, Mr. Williams has helped companies establish, assess, and improve, government contract compliance programs. Particular areas of emphasis in this regard have been cost accounting; pricing and estimating; procurement and subcontract management; program management; and GSA Schedule oversight. In addition to his experience with developing, establishing, and monitoring policies, procedures, and practices in this connection, he has also developed and delivered a variety of training programs.
Coupling his compliance experience at several government contractors with his experience as a warranted Contracting Officer and as a customer in the US Army has allowed Mr. Williams to offer his clients unique perspectives and practical solutions to their procurement-related challenges. In this regard, Mr. Williams has experience interpreting and applying the requirements of FAR Parts 12 and15 from both a government and an industry point of view. His experience and perspective is particularly beneficial to clients preparing for Contractor Purchasing System Reviews (CPSRs) as well as assisting clients to prepare to for interactions with government customers and contracting personnel. He has performed all manners of price reasonableness determinations, including market surveys, price analyses, and cost analyses.
Mr. Williams has supported internal and external counsel in the areas of claims and investigations. Mr. Williams assisted external counsel and a prime contractor that was terminated for default in the conversion of the claim to a termination for convenience and in developing the associated termination claim. Mr. Williams also assisted external counsel for a CDC contractor to investigate and develop the quantum of a subcontractor’s alleged fraudulent billing practices.
Mr. Williams also has broad and deep experience with all facets of government contract cost accounting and related compliance with FAR Part 31 cost principles and the Cost Accounting Standards. He has advised clients on and assisted them in: preparing incurred cost submissions; developing indirect cost accounting structures, and evaluating the supportability of their complex cost allowability and allocability practices. He has performed assessments of Material Management Accounting Systems (MMAS) and Material Resource Planning Systems (MRP). Additionally, he has acted as liaison to DCAA and Inspector General auditors in connection with pre- and post-award GSA audits, as well as incurred cost and systems-related internal control audits.
Mr. Williams often consults with clients on matters early in the negotiated contract lifecycle, including devising indirect cost structures, developing detailed cost estimates in connection with preparation of contract cost/price proposals and preparing forward pricing rate proposals. He advises clients on the proper accumulation, organization, and disclosure of cost or pricing data, including consultation on “sweeps” and certifications prior to cost/price negotiations.
Mr. Williams has over 24 years of service as a commissioned officer in the US military. Recently, he served approximately 4 years on active duty supporting Operations Iraqi Freedom and Enduring Freedom. During his tenure in the military he:
• Served as a warranted contingency contracting officer in support of the ARFOR-T Commander in Eastern Turkey. He awarded numerous contracts totaling approximately $1 million for supplies and base support services.
• Served as a contract pricing analyst at the US Air Force Contracting Squadron in Ramstein, Germany. During the course of the negotiation of a multi-year base support contract he was directly responsible for approximately $750,000 in savings to the Government.
• Served as the chief of Logistics Information Systems at the 21st Theater Support Command in Germany. In this position he led a professional staff composed of Dept of Army military, civilians and contractors with various functional and technical backgrounds. He was primarily responsible for the operations and support of transportation and logistics systems in use within the European theater in support of 62,000 troops spanning 35 countries and 35,000 square miles. He was responsible for the procurement of RFID, wireless and satellite based communication equipment as well as related technical support services.
• Served as the Contracting Officer’s Representative (COR) in Hungarian Response 2001 held in Taborfalva, Hungary. During this four week exercise, he was instrumental in drafting new requirements and modifications to existing task orders for the Contracting Officer. He also was involved in monitoring and verifying contractor delivery under existing task orders and assisted the contracting officer in resolving service delivery issues.
While in industry at a mid-tier government contractor, Mr. Williams managed an accounting team responsible for general ledger, cost accounting, accounts payable, invoicing, and accounts receivable. He was an accounting core team member involved in the selection and subsequent implementation of Deltek to replace the existing non-integrated job cost accounting system.
Registration Fee
$995
Dates and Locations
- October 14, 2010 - October 15, 2010
- 8000 Towers Crescent Drive, Suite 350
Vienna, VA
- November 8, 2010 - November 9, 2010
- Flamingo Las Vegas
3555 Las Vegas Blvd S (Map)
Las Vegas, NV
Time & Materials Contracts and Pricing
Time & Materials Contracts and Pricing
Overview
This one day seminar provides participants with an in-depth explanation of U.S. Government Time & Materials (T&M) contracting requirements and compliance. By examining the common issues faced by Government Contractors, the seminar addresses the most frequently asked questions regarding T&M contracts. Topics include the growth of T&M contracts despite U.S.
Agenda
|
Units
|
Seminar Agenda
|
Day 1
|
|
I
|
Introduction/Overview and T&M Quiz
|
9:00 – 9:30
|
|
II
|
Fundamentals of T&M Contracts & Recent GAQ Findings
|
9:30 – 10:00
|
|
|
Break
|
10:00 – 10:15
|
|
III
|
U.S. Government T&M Contracting:Challenges & Best Practices
|
10:15 – 11:00
|
|
IV
|
Government Contractor T&M Contracting:Challenges & Best Practices
|
11:00 – 12:00
|
|
|
Lunch
|
12:00 – 1:00
|
|
|
Case Study
|
1:00 – 1:30
|
|
V
|
T&M Contract Pricing: Issues, Tools, & Techniques
|
1:30 – 2:45
|
|
|
Break
|
2:45 – 3:00
|
|
|
Case Study
|
3:00 – 3:30
|
|
VI
|
T&M Contract Execution: Issues, Tools, & Techniques
|
3:30 – 4:30
|
|
VII
|
Open Discussion & Summary
|
4:30 – 5:00
|
Presenters
Gregory A. Garrett, CPCM, C.P.M., PMP
Gregory A. Garrett is the Managing Director and leader of the Navigant Consulting, Inc. Government Contractor Services practice, headquartered in Vienna, Virginia. He is an internationally recognized expert in government contracting, cost estimating, contract pricing, proposal management, and project management. He is also a best-selling author of 16 books and 90+ published articles, a former highly decorated United States Air Force Military Officer, acclaimed speaker, and respected international business consultant. During the past 25+ years, he has successfully managed more than $30 Billion of large complex contracts and projects in both the U.S. government and industry. He has taught and consulted with more than 25,000 professionals in 40+ countries. He is the recipient of numerous national and international business awards for his writing, teaching, consulting, and leadership.
Mr. Garrett provides client support in assessing business risk and providing recommendations for performance improvement of contractor business systems, including: purchasing systems, cost estimating systems, contract pricing systems, contract administration systems, earned value management systems, subcontract management processes, and program management methodologies. He also serves as an expert witness in support of client claims/litigation.
Prior to joining Navigant Consulting, he served as Chief Operating Officer for Acquisition Solutions, Inc. where he led consulting engagements for over 30 U.S. Federal Government Agencies. He served 9 years with Lucent Technologies, Inc. as Chief Compliance Officer and VP of Program Management. Previously, he served as Partner and Executive Director Global Business at ESI International. Formerly, he served as a highly decorated military officer, for the United States Air Force, including assignments as: program manager Space Systems Division, warranted contracting officer Aeronautical Systems Division, professor of contracting management Air Force Institute of Technology, and acquisition action officer, HQ USAF the Pentagon.
Professional Experience
Mr. Garrett has worked with government contractors on a variety of complex issues, including:
• Guiding emerging government contractors to develop strategies to win business with U.S. Federal Government agencies
• Evaluating government prime contractors and subcontractors business systems, including: cost estimating systems, contract pricing systems, purchasing systems, government property management systems, earned value management systems, and contract administration systems
• Creating a Global Program Management Methodology, with processes, policies, tools, and training, supporting more than 2,000 project managers in over 40 countries for a Fortune 100 information technology firm
• Creating a comprehensive bid/proposal/capture management methodology, with process, policies, tools, and training for a Fortune 100 global services firm
• Evaluating the Life-Cycle buying and selling contract management and subcontract management processes of numerous Fortune 500 Firms to determine action plans to optimize business results
• Developing and implementing a robust and cost effective Earned Value Management System (EVMS) for a growing Top 50 U.S. Department of Defense government contractor
• Preparing companies for pending government reviews and audits conducted by the Defense Contract Management Agency (DCMA) and Defense Contract Audit Agency (DCAA), including: Contractor Purchasing Systems Review (CPSR), Government Property Management Systems Review, Integrated Baseline Review (IBR), Cost Estimating, and Contract Pricing Systems Reviews
• Serving as an expert contract negotiator/consultant to enable numerous Fortune 500 firms to obtain the best possible contract negotiation results on large complex high technology contracts
• Conducting Benchmarking studies of contract management, subcontract management, and logistics management processes, policies, tools, and training for numerous government agencies and government contractors
• Developing, evaluating, and conducting customized professional training seminars on numerous business topics worldwide, including: cost estimating, contract pricing, contract negotiations, bid/proposal/capture management, performance-based contracting, contract administration, program management, supply chain management, risk management, and leadership
Mr. Garrett is the author or coauthor of 16 books, including:
(1) Managing Contracts for Peak Performance, NCMA, 1990
(2) World Class Contracting, ESI International (1st Edition 1997), CCH, (2nd, 3rd, & 4th Editions 2001, 2003, 2007)
(3) The Capture Management Life-Cycle: Winning More Business (CCH, 2003)
(4) Managing Complex Outsourced Projects (CCH, 2004)
(5) Contract Negotiations (CCH, 2005)
(6) Contract Management Organizational Assessment Tools (NCMA, 2005)
(7) Performance-Based Acquisition (NCMA, 2006)
(8) U.S. Military Program Management (Management Concepts, 2007)
(9) Leadership: Building High Performance Buying & Selling Teams (NCMA, 2007)
(10) Solicitations, Bids, Proposals, & Source Selection (CCH, 2007)
(11) Getting Results: Six Disciplines of Performance-Based Project Management (CCH, 2008)
(12) Cost Estimating and Contract Pricing (CCH, 2008)
(13) Risk Management for Complex U.S. Government Contracts and Projects (NCMA, 2009)
(14) Managing Subcontracts(Thomson-West, 2009)
(15) Contract Administration (CCH, 2009)
(16) Time and Materials Contracts and Pricing (CCH, 2010)
Mr. Garrett has authored or coauthored over 90 published articles, in more than 12 professional magazines and journals on the following topics:
• Cost Estimating
• Contract Pricing
• Contract Negotiations
• Contract Administration
• U.S. Government Contracting
• Performance-Based Acquisition
• Commercial Contracting
• Bid/Proposal Management
• Project Management
• U.S. Military Program Management
• Supply Chain Management
• Risk Management
• Subcontract Management
• Earned Value Management
• Leadership
Government Contract Cost Accounting
Government Contract Cost Accounting
Overview
This two day seminar provides a thorough understanding of contract and cost accounting, overhead rate development, and the contract cost principles contained in FAR Part 31—Contract Cost Principles and Procedures. Specific topics include government contract accounting regulatory requirements, labor timekeeping, cost distribution, and the applicability of Cost Accounting Standards.
Agenda
|
Units
|
Seminar Agenda
|
Day 1
|
|
|
Course Introduction
|
9:00 – 9:15
|
|
I
|
Introduction to government contracting
|
9:15 – 10:00
|
|
|
Break
|
10:30 – 10:45
|
|
II
|
Basic principles of direct and indirect cost identification, accumulation, and distribution
|
10:45 – 12:00
|
|
|
Lunch
|
12:00 – 1:00
|
|
III
|
Basic principles (continued)
|
1:00 – 2:30
|
|
|
Break
|
2:30 – 2:45
|
|
III
|
Basic principles (continued)
|
2:45 – 5:00
|
|
|
|
Day 2
|
|
IV
|
FAR Part 31.2 Cost Principles
|
9:00 – 10:30
|
|
|
Break
|
10:30 – 10:45
|
|
IV
|
FAR Part 31.2 Cost Principles
|
10:45 – 12:00
|
|
|
Lunch
|
12:00 – 1:00
|
|
IV
|
FAR Part 31.2 Cost Principles (practical exercise)
|
1:00 – 2:30
|
|
|
Break
|
2:30 – 2:45
|
|
V
|
Applicability of Cost Accounting Standards
|
2:45 – 4:30
|
|
|
Course summary
|
4:30 – 5:00
|
Presenters
Frank J. Beatty, C.P.A.
Frank J. Beatty is a Director in the Government Contractor Services practice of Navigant Consulting, Inc., in the Vienna, Virginia office. He specializes in advising clients on matters involving government contract regulatory compliance; contract pricing; cost accounting; contractor compliance and ethics programs. Mr. Beatty has over 30 years of government contracting / audit experience gained from working in, and with, domestic and international companies in a variety of industries, including aerospace, defense, telecommunications, information technology, and healthcare.
Mr. Beatty consults with U.S. Federal Government contractors on complex cost allocability and allowability matters. He assists contractors interpret the Cost Accounting Standards (CAS) and the Federal Acquisition Regulation (FAR) cost principles, prepares CAS Board Disclosure Statements; performs internal control reviews on contractor systems; performs Truth in Negotiations Act (TINA) reviews (defective pricing) and assists contractors develop / restructure their indirect cost systems.
Mr. Beatty also consults with companies in connection with assessing the adequacy of internal processes, controls and self-governance programs. Recent engagements have included performing CAS and systems internal control self-assessments; evaluating the adequacy and effectiveness of compliance programs; Sarbanes-Oxley compliance reviews; assessing corporate ethics / hotline programs. Systems reviews include assessing labor charging practices; project cost accounting structures; indirect cost accounting practices; contract administration system; billing system, purchasing; and cost estimating systems.
Prior to joining Navigant Consulting, he directed the corporate compliance function in a Fortune 50 automotive / aerospace company and a U.K. Financial Times 20 automotive / aerospace company. He also served as the Director of Internal Audit at a Fortune 500 telecommunications provider. In these roles, he initiated audits of high-risk areas related to Government contracting and worked with both inside and outside counsel in reviews of contractual and compliance-related matters. He also served as the Chairman of the Business Ethics Committee at a Fortune 50 company. Earlier in his career, Mr. Beatty served in accounting and audit positions in the Board of Governors of the Federal Reserve System, the Defense Contract Audit Agency and the US Department of Defense Inspector General.
Mr. Beatty consults with contractors and their legal counsel on a variety of complex matters including alleged fraud, qui tam disclosures and other misconduct matters. He assists in determining the nature and extent of the damages and provides recommendations to improve internal controls. He works with contractors who have been proposed for debarment and are working under an Administrative Agreement with U.S. Departments of Justice and Defense officials.
Mr. Beatty assists clients in the preparation of cost proposals, re-designs cost allocation systems, and supports government audits and negotiations. He assists large commercial companies in preparing their accounting requirements necessary to obtain, or maintain Government contracts. He also works with clients in the development of their annual incurred cost proposals to be submitted to the Defense Contract Audit Agency. He also conducts Cost Accounting Standards compliance reviews and internal control assessments (self-audits) for contractors.
Mr. Beatty has worked with law firms in healthcare “qui tam” related matters and works with several Native Tribal American and Native Alaskan Tribal organizations in their regulatory and government audit matters - including Hurricane Katrina / FEMA audit issues. Mr. Beatty instructs training seminars on varied matters such as Basics of Government Contracting, Cost Accounting Standards, Federal Acquisition Regulation cost principles, labor charging and indirect cost accounting.
Mr. Beatty received his M.A. in Management from Central Michigan University and his B.S. in Business Administration and Accounting from George Mason University. He is a Certified Public Accountant in the Commonwealth of Virginia.
Registration Fee
$995
Dates and Locations
- October 27, 2010 - October 28, 2010
- 8000 Towers Crescent Drive, Suite 350
Vienna, VA
Cost Estimating and Contract Pricing
Cost Estimating and Contract Pricing
Overview
This two day seminar provides participants with an overview of effective cost estimating methods and strategies for contract pricing, with an emphasis on cost analysis, profit analysis and price analysis. Through the presentation of case studies and practical exercises, participants in the seminar will master the fundamentals of cost estimating and Government contract pricing.
Agenda
|
Units
|
Seminar Agenda
|
Day 1
|
|
|
Introduction & Quiz
|
9:00 – 9:15
|
|
I
|
Cost Estimating Methods, Processes, & Sources of Risk
|
9:15 – 10:00
|
|
II
|
Case Study
|
10:00 – 10:30
|
|
|
Break
|
10:30 – 10:45
|
|
II
|
Cost Estimating Fundamentals & Exercise
|
10:45 – 12:00
|
|
|
Lunch
|
12:00 – 1:00
|
|
III
|
Case Study &Cost Analysis Tools & Techniques
|
1:00 – 2:30
|
|
|
Break
|
2:30 – 2:45
|
|
IV
|
Case Study &Profit Analysis Tools & Techniques
|
2:45 – 5:00
|
|
|
|
Day 2
|
|
V
|
Contract Pricing Strategies, Methods, & Best Practices
|
9:00 – 10:15
|
|
|
Break
|
10:15 – 10:30
|
|
VI
|
Fixed Price & Cost Reimbursement – Contract Pricing Exercise
|
10:30 – 12:00
|
|
|
Lunch
|
12:00 – 1:00
|
|
VII
|
Case Study – T&M and Labor Hour – Contract Pricing Exercise
|
1:00 – 2:15
|
|
|
Break
|
2:15 – 2:30
|
|
VIII
|
Price Analysis & Total Cost of Ownership
|
2:30 – 4:00
|
|
IX
|
Earned Value Management Systems & Exercise
|
4:00 – 5:00
|
|
*Each participant shall receive a copy of the best-selling book entitled Cost Estimating and Contract Pricing by Gregory A. Garrett (CCH, 2008).
|
||
Presenters
Gregory A. Garrett, CPCM, C.P.M., PMP
Gregory A. Garrett is the Managing Director and leader of the Navigant Consulting, Inc. Government Contractor Services practice, headquartered in Vienna, Virginia. He is an internationally recognized expert in government contracting, cost estimating, contract pricing, proposal management, and project management. He is also a best-selling author of 16 books and 90+ published articles, a former highly decorated United States Air Force Military Officer, acclaimed speaker, and respected international business consultant. During the past 25+ years, he has successfully managed more than $30 Billion of large complex contracts and projects in both the U.S. government and industry. He has taught and consulted with more than 25,000 professionals in 40+ countries. He is the recipient of numerous national and international business awards for his writing, teaching, consulting, and leadership.
Mr. Garrett provides client support in assessing business risk and providing recommendations for performance improvement of contractor business systems, including: purchasing systems, cost estimating systems, contract pricing systems, contract administration systems, earned value management systems, subcontract management processes, and program management methodologies. He also serves as an expert witness in support of client claims/litigation.
Prior to joining Navigant Consulting, he served as Chief Operating Officer for Acquisition Solutions, Inc. where he led consulting engagements for over 30 U.S. Federal Government Agencies. He served 9 years with Lucent Technologies, Inc. as Chief Compliance Officer and VP of Program Management. Previously, he served as Partner and Executive Director Global Business at ESI International. Formerly, he served as a highly decorated military officer, for the United States Air Force, including assignments as: program manager Space Systems Division, warranted contracting officer Aeronautical Systems Division, professor of contracting management Air Force Institute of Technology, and acquisition action officer, HQ USAF the Pentagon.
Professional Experience
Mr. Garrett has worked with government contractors on a variety of complex issues, including:
• Guiding emerging government contractors to develop strategies to win business with U.S. Federal Government agencies
• Evaluating government prime contractors and subcontractors business systems, including: cost estimating systems, contract pricing systems, purchasing systems, government property management systems, earned value management systems, and contract administration systems
• Creating a Global Program Management Methodology, with processes, policies, tools, and training, supporting more than 2,000 project managers in over 40 countries for a Fortune 100 information technology firm
• Creating a comprehensive bid/proposal/capture management methodology, with process, policies, tools, and training for a Fortune 100 global services firm
• Evaluating the Life-Cycle buying and selling contract management and subcontract management processes of numerous Fortune 500 Firms to determine action plans to optimize business results
• Developing and implementing a robust and cost effective Earned Value Management System (EVMS) for a growing Top 50 U.S. Department of Defense government contractor
• Preparing companies for pending government reviews and audits conducted by the Defense Contract Management Agency (DCMA) and Defense Contract Audit Agency (DCAA), including: Contractor Purchasing Systems Review (CPSR), Government Property Management Systems Review, Integrated Baseline Review (IBR), Cost Estimating, and Contract Pricing Systems Reviews
• Serving as an expert contract negotiator/consultant to enable numerous Fortune 500 firms to obtain the best possible contract negotiation results on large complex high technology contracts
• Conducting Benchmarking studies of contract management, subcontract management, and logistics management processes, policies, tools, and training for numerous government agencies and government contractors
• Developing, evaluating, and conducting customized professional training seminars on numerous business topics worldwide, including: cost estimating, contract pricing, contract negotiations, bid/proposal/capture management, performance-based contracting, contract administration, program management, supply chain management, risk management, and leadership
Mr. Garrett is the author or coauthor of 16 books, including:
(1) Managing Contracts for Peak Performance, NCMA, 1990
(2) World Class Contracting, ESI International (1st Edition 1997), CCH, (2nd, 3rd, & 4th Editions 2001, 2003, 2007)
(3) The Capture Management Life-Cycle: Winning More Business (CCH, 2003)
(4) Managing Complex Outsourced Projects (CCH, 2004)
(5) Contract Negotiations (CCH, 2005)
(6) Contract Management Organizational Assessment Tools (NCMA, 2005)
(7) Performance-Based Acquisition (NCMA, 2006)
(8) U.S. Military Program Management (Management Concepts, 2007)
(9) Leadership: Building High Performance Buying & Selling Teams (NCMA, 2007)
(10) Solicitations, Bids, Proposals, & Source Selection (CCH, 2007)
(11) Getting Results: Six Disciplines of Performance-Based Project Management (CCH, 2008)
(12) Cost Estimating and Contract Pricing (CCH, 2008)
(13) Risk Management for Complex U.S. Government Contracts and Projects (NCMA, 2009)
(14) Managing Subcontracts(Thomson-West, 2009)
(15) Contract Administration (CCH, 2009)
(16) Time and Materials Contracts and Pricing (CCH, 2010)
Mr. Garrett has authored or coauthored over 90 published articles, in more than 12 professional magazines and journals on the following topics:
• Cost Estimating
• Contract Pricing
• Contract Negotiations
• Contract Administration
• U.S. Government Contracting
• Performance-Based Acquisition
• Commercial Contracting
• Bid/Proposal Management
• Project Management
• U.S. Military Program Management
• Supply Chain Management
• Risk Management
• Subcontract Management
• Earned Value Management
• Leadership
Registration Fee
$995
Dates and Locations
- June 17, 2010 - June 18, 2010
- 8000 Towers Crescent Drive, Suite 350
Vienna, VA
- December 9, 2010 - December 10, 2010
- 8000 Towers Crescent Drive, Suite 350
Vienna, VA
Cost Realism
Cost Realism
Overview
This one day seminar provides an insightful overview of the major circumstances, influences, and responsibilities regarding cost realism and U.S. Government Agencies. Participants will examine current case studies to understand cost realism best practices and conduct cost realism analysis.
Field(s) of Study: Accounting
Program Level: Update
Delivery Method: Group-live
Program Prerequisites: None
Advance Preparation: No advance preparation required
Agenda
|
Units
|
Seminar Agenda
|
Day 1
|
|
I
|
Seminar Introduction and Overview
|
9:00 – 9:15
|
|
II
|
Cost Realism – Key Definitions & Terminology
|
9:15 – 9:45
|
|
III
|
Case Study
|
9:45 – 10:15
|
|
|
Break
|
10:15 – 10:30
|
|
IV
|
Circumstances Warranting Cost Realism Analysis & Major Influencing Factors
|
10:30 – 11:00
|
|
V
|
Cost Realism Model
|
11:00 – 11:30
|
|
VI
|
Who Performs Cost Realism Analyses
|
11:30 – 12:00
|
|
|
Lunch
|
12:00 – 1:00
|
|
VII
|
Case Study
|
1:00 – 1:30
|
|
VIII
|
What Really Matters to U.S. Government Agencies
|
1:30 – 2:30
|
|
|
Break
|
2:30 – 2:45
|
|
IX
|
Cost Realism – Best Practices for Government Contractors
|
2:45 – 4:00
|
|
X
|
DCAA Audit Findings & GAO Guidance
|
4:00 – 5:00
|
Presenters
Gregory A. Garrett, CPCM, C.P.M., PMP
Gregory A. Garrett is the Managing Director and leader of the Navigant Consulting, Inc. Government Contractor Services practice, headquartered in Vienna, Virginia. He is an internationally recognized expert in government contracting, cost estimating, contract pricing, proposal management, and project management. He is also a best-selling author of 16 books and 90+ published articles, a former highly decorated United States Air Force Military Officer, acclaimed speaker, and respected international business consultant. During the past 25+ years, he has successfully managed more than $30 Billion of large complex contracts and projects in both the U.S. government and industry. He has taught and consulted with more than 25,000 professionals in 40+ countries. He is the recipient of numerous national and international business awards for his writing, teaching, consulting, and leadership.
Mr. Garrett provides client support in assessing business risk and providing recommendations for performance improvement of contractor business systems, including: purchasing systems, cost estimating systems, contract pricing systems, contract administration systems, earned value management systems, subcontract management processes, and program management methodologies. He also serves as an expert witness in support of client claims/litigation.
Prior to joining Navigant Consulting, he served as Chief Operating Officer for Acquisition Solutions, Inc. where he led consulting engagements for over 30 U.S. Federal Government Agencies. He served 9 years with Lucent Technologies, Inc. as Chief Compliance Officer and VP of Program Management. Previously, he served as Partner and Executive Director Global Business at ESI International. Formerly, he served as a highly decorated military officer, for the United States Air Force, including assignments as: program manager Space Systems Division, warranted contracting officer Aeronautical Systems Division, professor of contracting management Air Force Institute of Technology, and acquisition action officer, HQ USAF the Pentagon.
Professional Experience
Mr. Garrett has worked with government contractors on a variety of complex issues, including:
• Guiding emerging government contractors to develop strategies to win business with U.S. Federal Government agencies
• Evaluating government prime contractors and subcontractors business systems, including: cost estimating systems, contract pricing systems, purchasing systems, government property management systems, earned value management systems, and contract administration systems
• Creating a Global Program Management Methodology, with processes, policies, tools, and training, supporting more than 2,000 project managers in over 40 countries for a Fortune 100 information technology firm
• Creating a comprehensive bid/proposal/capture management methodology, with process, policies, tools, and training for a Fortune 100 global services firm
• Evaluating the Life-Cycle buying and selling contract management and subcontract management processes of numerous Fortune 500 Firms to determine action plans to optimize business results
• Developing and implementing a robust and cost effective Earned Value Management System (EVMS) for a growing Top 50 U.S. Department of Defense government contractor
• Preparing companies for pending government reviews and audits conducted by the Defense Contract Management Agency (DCMA) and Defense Contract Audit Agency (DCAA), including: Contractor Purchasing Systems Review (CPSR), Government Property Management Systems Review, Integrated Baseline Review (IBR), Cost Estimating, and Contract Pricing Systems Reviews
• Serving as an expert contract negotiator/consultant to enable numerous Fortune 500 firms to obtain the best possible contract negotiation results on large complex high technology contracts
• Conducting Benchmarking studies of contract management, subcontract management, and logistics management processes, policies, tools, and training for numerous government agencies and government contractors
• Developing, evaluating, and conducting customized professional training seminars on numerous business topics worldwide, including: cost estimating, contract pricing, contract negotiations, bid/proposal/capture management, performance-based contracting, contract administration, program management, supply chain management, risk management, and leadership
Mr. Garrett is the author or coauthor of 16 books, including:
(1) Managing Contracts for Peak Performance, NCMA, 1990
(2) World Class Contracting, ESI International (1st Edition 1997), CCH, (2nd, 3rd, & 4th Editions 2001, 2003, 2007)
(3) The Capture Management Life-Cycle: Winning More Business (CCH, 2003)
(4) Managing Complex Outsourced Projects (CCH, 2004)
(5) Contract Negotiations (CCH, 2005)
(6) Contract Management Organizational Assessment Tools (NCMA, 2005)
(7) Performance-Based Acquisition (NCMA, 2006)
(8) U.S. Military Program Management (Management Concepts, 2007)
(9) Leadership: Building High Performance Buying & Selling Teams (NCMA, 2007)
(10) Solicitations, Bids, Proposals, & Source Selection (CCH, 2007)
(11) Getting Results: Six Disciplines of Performance-Based Project Management (CCH, 2008)
(12) Cost Estimating and Contract Pricing (CCH, 2008)
(13) Risk Management for Complex U.S. Government Contracts and Projects (NCMA, 2009)
(14) Managing Subcontracts(Thomson-West, 2009)
(15) Contract Administration (CCH, 2009)
(16) Time and Materials Contracts and Pricing (CCH, 2010)
Mr. Garrett has authored or coauthored over 90 published articles, in more than 12 professional magazines and journals on the following topics:
• Cost Estimating
• Contract Pricing
• Contract Negotiations
• Contract Administration
• U.S. Government Contracting
• Performance-Based Acquisition
• Commercial Contracting
• Bid/Proposal Management
• Project Management
• U.S. Military Program Management
• Supply Chain Management
• Risk Management
• Subcontract Management
• Earned Value Management
• Leadership
