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Introduction to Federal Performance-Based Acquisition

Module I Overview of The Federal Performance-Based Acquisition Desk Reference
Module II The Presolicitation Phase and Federal Performance-Based Acquisition
Module III The Solicitation-Award Phase and Federal Performance-Based Acquisition
Module IV The Contract Administration Phase and Federal Performance-Based Acquisition

Conclusion to Performance-Based Acquisition

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Introduction to Federal Performance-Based Acquisition

Introduction

Performance-Based Acquisitions Stand Out
Improved Governmental Financial and Project Management
Being Successful with PBA

Module I Overview of The Federal Performance-Based Acquisition Desk Reference

1.0 Introduction

Comparable Terms
Distinguishing Characteristics of Performance-Based Acquisition (PBA)
PBA and the FAR

1.1 Key Concepts

The Importance of Performance Measurement
The Six Components of Performance-Based Acquisition (PBA)

1.2 Legal Basis

FAR Requirements
GPRA Requirements

1.3 Roles and Responsibilities

Use an Integrated Project Team (IPT) in PBA
A Higher Level of Commitment

1.3.1 Program Official

Services Suitable for Performance-Based Acquisition

1.3.2 Contracting Officer

The Need for Advocacy
Use of FAR Part 15.209 (c)

1.3.3 Project Officer

Pre-Award
Post Award

1.3.4 Contractor

The Importance of Contractor Response to Draft Solicitations
The Importance of the Contractor's Quality Control Plan
The Need for Innovative Solutions
Working to Meet Performance Standards

1.4 Basic Considerations in Converting R&D Contracts to PBA (link pending)

The Historical Perspective
Converting Research Contracts to PBA

1.5 Opportunities and Challenges

A Significant Change
An Emphasis on Measurement
The Learning Curve
The Return on Investment
Realizing the Opportunities and Meeting the Challenges

1.6 Summary

What We Accomplished
What's Next

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Module II The Presolicitation Phase and Federal Performance-Based Acquisition

2.0 Introduction

Getting Our Bearings
The Performance Work Statement (PWS) and the Quality Assurance Surveillance Plan (QASP)

2.1 Requirements Analysis

Requirements Analysis Begins with Business Planning
Thinking of Requirements as a System
Control Loops
Introducing The Work Breakdown Structure (WBS)

2.1.2 Work Analysis

Identifying the Performance Outcome and Deliverables
Steps in Work Analysis
Forming the Performance Work Statement (PWS)
The PWS Provides Clear Communication of Requirements to the Contractor
The Heart of Work Analysis
Using the Tree Diagram - An Example

2.1.2.3 The Work Breakdown Structure (WBS)

Key Questions to Ask When Drafting a WBS

2.1.2.4 Finalizing the Work Breakdown Structure (WBS)

Steps for Finalizing The Work Breakdown Structure (WBS)
Quality Review of The Work Breakdown Structure (WBS)

2.1.3 Performance Analysis

A Performance Indicator and Reasonable Standard for Critical Tasks and Deliverables

2.1.3.1 Performance Indicators and Standards

Performance Indicators
Performance Standards
Performance Criteria Analysis

2.1.3.2 Developing the Acceptable Quality Level (AQL)

What is the Acceptable Quality Level (AQL)?
Types of Incentives
Cost Control Incentives
Performance Incentives
Delivery or Schedule Incentives
Management Incentives
The Dynamics of Incentives

2.1.4 Evaluation Analysis

2.1.4.1 Government Quality Assurance

The Government's Quality Assurance Surveillance Plan (QASP)
Acceptable Quality Assurance Surveillance Methods

2.1.5 Cost Estimation

The Independent Government Cost Estimate
Assessing the Cost of Performance

2.2 Writing the Performance Work Statement

Key Elements of a Strong PWS
Key Objectives in Writing the Performance Work Statement (PWS)
Summary of Key Points on Style and the Performance Work Statement (PWS)

2.2.1 Identifying Directives

2.2.2 Information Requirements

Key Questions to Ask to Avoid Added Expense
Government Furnished Property Information Requirements
Information Requirements Are Included in the PWS

2.2.3 Performance Work Statement (PWS) Samples

Major Components of a PWS

2.3 Writing the Quality Assurance Surveillance Plan (QASP)

Comparable Terms
Purpose and Use of the Quality Assurance Surveillance Plan (QASP)
Indicators and Standards in the QASP
The Components of a QASP
Methods of Government Quality Assurance Surveillance
Sampling Guides
Decision Tables
Checklists

2.3.1 The Contractor's Quality Control Plan

2.4 Creating the Performance Requirements Summary (PRS)

The Purpose of the Performance Requirements Summary (PRS)
Using Task Value to Determine Incentives for Presentation in the PRS
A Performance Requirements Summary Format

2.5 Selecting the Contract Type

Fixed-Price Contracts
Cost-Reimbursement Contracts
Previously Acquired Services
Partial Use of PBA Methods

2.5.1 Incentive and Contract Structures

2.6 Sections L & M

2.7 Summary

What We Accomplished
What's Next

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Module III The Solicitation-Award Phase and Federal Performance-Based Acquisition

3.0 Introduction

3.1 Issuing PBA Solicitations

The Uniform Contract Format (UCF)
Section Placement for PBA Components

3.2 Evaluating PBA Proposals

Key Evaluation Areas for Performance-Based Acquisitions
Evaluating Proposals Against the Original Objectives of the Procurement

3.3 Negotiating PBAs

3.4 Source Selection/Award

3.5 Summary

What We Accomplished
What's Next

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Module IV The Contract Administration Phase and Federal Performance-Based Acquisition

4.0 Introduction

4.1 Contract Administration

Key Contract Administration Responsibilities of the PBA Team

4.2 Quality Assurance Surveillance

Performing the Surveillance Provided for in the QASP
Surveillance Activity Checklist

4.3 Administering Incentives

4.4 Contract Changes

4.5 Good Working Relationships

Communications Focusing on Performance
Partnering

4.6 Dispute Resolution

4.7 Past Performance

4.8 Lessons Learned

4.9 Summary

What We Accomplished
What's Next

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Conclusion to Federal Performance-Based Acquisition

Conclusion

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