thu, oct 18, 2018 - amazon s3 · 2018-10-19 · thu, oct 18, 2018 8:00 am - 5:00 pm mesa convention...
TRANSCRIPT
Thu, Oct 18, 20188:00 AM - 5:00 PM
Mesa Convention Center 263 N Center StMesa, Arizona 85201
Today’s Plan
This morning
Silos in Public Procurement
Statement of Work – Getting it right!!
This afternoon
The Top 10 RFP Best Practices You Should Steal
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Approaching Retirement Makes You Start to Reflect• What is the meaning of life?
• Did I leave the coffee maker on?
• When does the lawn sprinkler turn on?
• Oh, and what will public procurement look like in the future?
….. So much to contemplate
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Staring into the horizon
Lots of questions……
Lots of issues…..
Lots of knowledge…
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Areas the Public
Procurement Profession
Should Focus on for the Next
20 Years
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The Road Less Travelled
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The real challenge…
Issue will be…..success in delivering complex projects on time, within budget with anticipated deliverables in a manner that complies with law/public policy related to fair, open and transparent
The Story of the King’s Armor
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Motivated suppliers behave properly!!!
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1523
Gustav Eriksson
King of Sweden
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1000 suits of armour
“You have failed me …”
My conclusion…
Need to do better, given public policy of fair, open and transparent, how do we get more complex projects done on time, within budget and with anticipated results???
Need to provide vendors with better RFPs so they can make us successful by proposing solutions that can be delivered on time and within budget
The real challenge
Delivering complex projects on time and within budget while still being fair, open and transparent!!!
Silos in Public Procurement
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Statement ofWork
RFP Contract
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Unicorns in Public Procurement Empowering Procurement to Say “NO”!!
By Michael Asner and Sharon Sheppard
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URL:
lanigp.org/images/downloads/3_article__empowering_procurement_to_say_no.pdf
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Unicorns in Public Procurement Empowering Procurement to Say “NO”!!
By Michael Asner and Sharon Sheppard
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Today’s Agenda
A. The BasicsB. Sources of InformationC. An easy, simple long-term solutionD. Short-term actions
A. The Basics
What is a SOW?
What does it look like?
What goes into a SOW?
The simplest template
Measures of Excellence
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What is a SOW?
“a narrative description of products or services to be supplied under contract.”PMI Project Management Book of Knowledge
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What is a SOW?
“…a description of the work requirement which describes the buyer’s requirements in performance terms”IEEE (Institute of Electrical and Electronics Engineers
http://www.ieee.org/membership_services/services/financial/contracts/statement_of_work.html
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What is a SOW?
“… should specify in clear, understandable terms the work to be done in developing or producing the goods to be delivered or services to b e performed by a contractor… (and)… define all performance requirements for contractor effort…”
NASA
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Federal Acquisition Regulations (FAR)*37.602-1 Statements of work.
Generally, statements of work shall define requirements in clear, concise language identifying specific work to be accomplished. Statements of work must be individually tailored to consider the period of performance, deliverable items, if any, and the desired degree of performance flexibility . .
When preparing statements of work, agencies shall, to the maximum extent practicable—
Describe the work in terms of "what" is to be the required output rather than either "how" the work is to be accomplished or the number of hours to be provided . . .
(2) Enable assessment of work performance against measurable performance standards;
(3) Rely on the use of measurable performance standards and financial incentives in a competitive environment to encourage competitors to develop and institute innovative and cost-effective methods of performing the work . . .
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What does a SOW look like?A Statement of Work should include the following:
Introduction & Background
References the original agreement containing legal terms and conditions.
Objectives
Provides well-defined statement of the results to be achieved in order for the work to be accomplished.
Identifies quantifiable criteria that must be met for the work to be acceptable and accepted.
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What does a SOW look like?Scope of Work
States briefly what the scope of work does and does not cover
Includes:
o an outline of the extent of work
o brief overview of the steps of the project
o brief description of the methodology used
o description of the location of the work or where work will be performed
o price breakdown
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What goes into a SOW?
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The simplest template
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Measures of Excellence:Attributes of Exemplar SOWs
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THE PROBLEM
a situation, person, or thing that needs attention and needs to be dealt with or solved
bother, conundrum, difficulty, dilemma, dispute, doubt, enigma, issue, nuisance, poser, predicament, puzzle, quandary, question, riddle, rub, trouble, vexation
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THE CHOICESTwo Options:
Fix the SOW
Live with the SOW
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What’s the solution?
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Major problems ??? You Tell Me
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Today’s Agenda
A. The BasicsB. Sources of InformationC. An easy, simple long-term solutionD. Short-term actions
Associations
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www.pmi.org
Project Management Institute
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National Contract Management Association
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https://www.ncmahq.org
Books
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On-line Courses
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Social Media
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LinkedIn Groups
Public procurement
Project management
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Today’s Agenda
A. The BasicsB. Sources of InformationC. An easy, simple long-term solutionD. Short-term actions
Some Great Tools!
1. Template (Montana)
2. SOW Guide (Arizona)
3. SOW Writing Guide (RFPSOLUTIONS)
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Document #1
State of Montana - Statement of Work Template
http://sitsd.mt.gov/content/contract/docs/SOWtemplate.doc
http://sitsd.mt.gov/content/contract/docs/SOWGuidelines.doc
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Document #2
State of Arizona - Guide to Preparing a Statement of Work
https://asmi.az.gov/sites/default/files/documents/files/GUIDE%20TO%20PREPARING%20A%20SOW.pdf
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Document #3
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http://www.rfpsolutions.ca/rfpportal/
SOW Writing Guide TABLE OF CONTENTS
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Today’s Agenda
A. The BasicsB. Sources of InformationC. An easy, simple long-term solutionD. Short-term actions
THE PROBLEM
You are never the Subject Matter Expert!
SOW is critical for success of the entire project!
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Search Results
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Action Plan
Buy Quality Assurance and Industry Intelligence
Review Draft RFP
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RFP Process Elements
In the RFP itself
‘Unduly restrictive’
BAFO/Negotiations
Fixed Price / Results
Proof of Concept
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What have we learned?
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TOP 10 PRACTICES YOU SHOULD STEAL