Management Concepts

Source Selection and the Administration of Service Contracts

Available dates

Dec 2—13, 2019
10 days
Albuquerque, New Mexico, United States
USD 2619
USD 261 per day
Jan 6—17, 2020
10 days
Washington, District of Columbia, United States
USD 2619
USD 261 per day
Feb 3—14, 2020
10 days
Albuquerque, New Mexico, United States
USD 2619
USD 261 per day
+11 more options


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About the course

With increased scrutiny of acquisitions, it is critical that the source selection process is done responsibly. Through a real-world simulation, you will complete the seven steps of the services acquisition process. Additionally, you will learn to prepare acquisition documents, develop and deliver source selection briefings, and negotiate contractual issues for a successful acquisition of services.

Learning Objectives

  • Identify the appropriate source selection team roles and responsibilities
  • Determine appropriate methods of communication employed by the acquisition team
  • Using the results of market research, assess the industry’s environment and determine availability of sources
  • Decide the appropriate acquisition strategy that maximizes small business participation
  • Determine a performance-based approach that meets the customer’s mission requirement
  • Construct an acquisition plan and source selection plan
  • Utilizing the DAU Performance Requirements Roadmap generate performance based metrics mirroring best commercial practices
  • Assess the financial implications of various types of contract and incentive arrangements
  • Evaluate incentive arrangements for adherence to regulation, policy, and guidance
  • Construct a source selection plan that meets all laws, regulations, policies, and guidelines
  • Appropriately apply necessary funding provisions
  • Examine a solicitation for compliance with laws, regulations, policies, acquisition, and source selection plans
  • Construct the competitive range
  • Evaluate contractor proposals to determine contract award
  • After establishing a competitive range, plan for negotiations/discussions
  • Using standards for contractor responsibility in the Federal Acquisition Regulation (FAR), discuss the contractor responsibility process prior to contract award
  • Examine a source selection to determine the best value proposal that meets mission requirements
  • Based on the SSEB & SSAC evaluation reports and the SSDD, determine what to include in debriefings and differentiate between protest processes
  • Determine the forum to address customer and contractor’s responsibilities for successful performance of the contract
  • Compose contract administration requirements, conduct contract administrative functions, and determine the need for contract modifications
  • After contract performance is complete, determine contract close-out procedures
  • Appropriately examine the provisions of the allowable cost and payments provision
  • Appropriately evaluate the provisions of the incentive fee provisions
  • Given a complex contracting issue, deliver on an individual basis, a written and oral presentation

Course Topics

Introduction to Services Acquisition

  • Services Acquisition Process Overview
  • Services Acquisition Policies and Regulations
  • Introduction to Case Study
  • ICTA Presentations

Form the Team

  • Roles and Responsibilities
  • Team Charter and Project Plan
  • Stakeholders
  • Leadership Support
  • Communication Challenges

Current Strategy Review

  • Risk Identification
  • Current and Contracts and Initiatives
  • Spend Analysis and Services Taxonomy
  • Current Processes and Performance levels
  • Exercise 3-1: Current Strategy Review in Action

Market Research

  • Sources of Information
  • Market Segmentation
  • Interpreting Market Research
  • Market Research Analysis
  • Market Research Documentation
  • ICTA Presentations

Requirements Definition

  • Risk Analysis
  • Conducting a Requirements Analysis
  • Building the Requirements Roadmap
  • Capturing Performance Information
  • Evaluating the Independent Government Cost Estimate
  • Exercise 5-1: Performance Requirements Review

Acquisition Strategy

  • Developing The Business Case
  • Acquisition Plan and Source Selection Plan
  • Pricing
  • Source Selection Techniques
  • Small Business Participant and Competition
  • Effective Industry Engagement
  • Exercise 6-1: Acquisition Strategy Development
  • Engaging Industry
  • ICTA Presentations
  • Exercise 6-2: Pricing
  • Exercise 6-3: Briefing to the HCA
  • ICTA Presentations
  • Source Selection Planning
  • Developing Requests for Proposals
  • Exercise 6-4: Source Selection Planning (Part 1)
  • Evaluation of Non-Cost Factors
  • Exercise 6-4: Source Selection Planning (Part 2)

Execute Strategy

  • Exchanges With Offerors
  • The Evaluation Process
  • Contractor Responsibility
  • Competitive range
  • Discussions
  • Award Decision and Documentation
  • Effective Use of GAO Information
  • ICTA Presentations
  • Exercise 7-1: Proposal Evaluation and Selection Decision
  • ICTA Presentations
  • Debriefing
  • Protests
  • Exercise 7-2: Offeror Debriefing

Performance Management

  • Postaward Implementation
  • Contract Management Plan and Delegation
  • Post-Award Orientation
  • Exercise 8-1: Contract Management Planning and Delegation
  • ICTA Presentations
  • Contract Administration and Performance Management
  • Roles and Responsibilities
  • CPIF Calculations
  • Managing Performance Results
  • Managing Continous Improvement
  • Exercise 8-2: Option Year
  • Exercise 8-3: Performance Management
  • Contract Modifications
  • Change Orders
  • Termination and contract closeout
  • Exercise 8-4: Contract Modification

Who should attend

This course is designed for contracting professionals who work, or are expecting to work, in positions requiring contracting officer warrants and FAC-C or DAWIA Level II certification in contracting.

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