DEFENSE PROCUREMENT AND ACQUISITION POLICY PROCURE … training presentations... · 2017-06-12 · 2 Welcome to the Defense Procurement and Acquisition Policy’s (DPAP’s) 2017

DEFENSE PROCUREMENT AND ACQUISITION POLICY

May 30 – June 1, 2017 • Hyatt Regency Orlando, FL

PROCUREPAYTO T R A I N I N G

SYMPOSIUM

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Welcome to the Defense Procurement and Acquisition Policy’s (DPAP’s) 2017 Procure-to-Pay (P2P) Training Symposium! We are particularly pleased to host procurement leadership from across the Department’s Services and Agencies, as well as our partners from DoD Comptroller, Office of Logistics and Materiel Readiness, the General Services Administration, and beyond.

This symposium will train procurement and acquisition personnel on how to apply enterprise data stan-dards and protocols across Component procurement environments. Defense and Federal leaders will also facilitate training sessions on their process improvement initiatives, which are helping to improve P2P performance across the Department, achieve the transparency required by the DATA Act, and meet Finan-cial Improvement and Audit Readiness (FIAR) goals.

We look forward to sharing with you the many accomplishments that we have made against DPAP’s Strategic Plan for Defense Wide Procurement Capabilities, and identifying those goals that we are working to achieve in Fiscal Years 17, 18, and beyond. Critical among these objectives will be expanding the use of enterprise standards such as the Procurement Data Standard, promoting the application of common data keys to link transactions spanning functional communities, increasing adoption of enterprise tools/services, and better capturing and displaying data to help inform business choices.

DPAP and partners will also host sessions examining initiatives at the Federal and Defense levels, including the DATA Act, Government Furnished Property, Combatting Counterfeiting, and Contract Deficiency Reporting. There will also be special input provided by GSA addressing updates to the Integrated Award Environment, including the System for Award Management and Federal Procurement Data System. In addition, we will introduce you to some new and emerging systems and initiatives such as the Clause Logic Service, FedMall, and the Procurement Integrated Enterprise Environment.

By conducting this event in-person we hope to encourage knowledge sharing between organizations and facilitate collective problem solving of shared challenges. Subject matter experts will be available both in formal and informal Q&A sessions to help answer specific questions and provide targeted guidance and recommendations.

We hope that these sessions empower you to continue to lead the Department’s transformation efforts. Thank you for taking the time out of your busy schedule to participate.

Sincerely,

LeAntha Sumpter Deputy Director for Program Development and Implementation Defense Procurement and Acquisition Policy

Office of the Under Secretary of Defense for Acquisition, Technology, and Logistics

Welcome Letter

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Monday, May 29, 2017Plaza International Ballroom Foyer G-H

4:00 – 7:00 Check In/Registration

Tuesday, May 30, 2017Plaza International Ballroom Foyer G-H


Plaza International Ballroom D-F

8:00 – 10:00 Exhibits

Plaza International Ballroom G-H

10:00 – 10:15 Welcome and Overview Lisa Romney, AT&L DPAP

10:15 – 11:00

Procure-to-Pay (P2P) Handshakes LeAntha Sumpter, AT&L DPAP, and Lora Muchmore, OSD(C) BIO

Throughout the Procure-to-Pay process, nine “handshakes,” or interchanges, occur between procurement and finance organizations and systems. This session will review the handshakes, and provide an update on the current status and related efforts for each.

11:00 – 12:00

Strategic Plan Accomplishments LeAntha Sumpter, AT&L DPAP and PBORG Panelists (Greg Youmans, DASA(P); Ryan Dickover, ASN(RD&A)/DASN(AP); and Col Jack Nemceff/Patrick Knepper, SAF/AQC)

Component and DPAP leadership will share their progress and successes in executing to the Defense-Wide Procurement Capabilities (A Functional Strategy).


12:00 – 1:00 Lunch and Exhibits

Break Out Sessions

Plaza Int’l I Plaza Int’l J Plaza Int’l G-H Plaza Int’l K

1:00-1:50

The Global Exchange Understood

Bruce Propert and Greg Little

The Global Exchange (GEX) connects many of our enterprise and Component systems together providing standard mapping and routing of transactions and providing validation capabilities for our data sets. Come to this session to understand how the GEX can and should be used, its benefits and procedures, and its place in the Procure-to-Pay business process.

Business Intelligence – FPDS and DoD Procure-ment BI Service

Gary Wolanske, Terry Ford, Jovanka Caton, and Brian Davidson

Come to this session to see how DPAP’s Business In-telligence tools are making contract award data more accessible and presenting it in ways that can help you do your job and make smarter procurement decisions. Also, learn tips and tricks for using FPDS’ standard and ad hoc report capabilities more efficiently.

Session will be repeated

Wide Area Workflow – What’s the Latest?

Ty Bledsoe, Will Whittington, Matt Jacobs, and Carrie Garris

Wide Area Workflow (WAWF) is the portfolio that contains EDA, iRAPT, MyInvoice, and more. Representatives from the WAWF program office will provide an update on the latest system and capability advances in this mission critical suite, and a peek at what’s to come.


Supplier Risk, Combating Counterfeit and Using PPIRS-SR

Mae Bartley, Carol Vigna, Dennis Coffey, Brett Davis, and Alan Robinson

PPIRS-SR captures, aggregates, and displays many sources of data to expose indicators for potential counterfeit parts and high risk vendors. Come to this session to learn how PPIRS-SR can help you avoid these risk areas.

Session Agenda

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2:00-2:50


Improving Contract Quality

Bruce Propert

Contract deficiencies can result in logistics, account-ing, and contract perfor-mance issues. The recent introduction of streamlined deficiency reason codes in conjunction with use of the Procurement Data Standard (PDS) will provide vast improvements in contract visibility and contract data analysis capability. Learn how you can help!

Contracting Officer’s Representative Tracking (CORT) Tool Update

Mae Bartley and Dana Chan

The CORT Tool provides management insight into the COR nomination and designation process. It is used to assign and track Contracting Officer Representatives (CORs) against any DoD contract awarded by a Department of Defense Agency. Come to this session to learn more about the system updates and next steps.


Clause Logic Service (CLS)

Kathleen Lemming and Chris Webster

The CLS provides enterprise-wide support for clause selection for solicitation and contract creation. Learn how our experts implemented and tested the logic that selects and recommends clauses for all contract types, and how you can utilize this exciting tool in your ERP or contract writing system.

The Decoder Ring – Key Data Elements (DoDAAC, CAGE, and PSC)

Carmen Schwenk and Lisa Romney

Some enterprise data elements, such as DoDAACs, CAGE codes, and Product Service Codes (PSCs), are critical linchpins that connect the various steps in our Procure-to-Pay processes. In this session, our subject matter experts will explore these codes and the best usage practices.

2:50-3:10 Break and Exhibits — Plaza International Ballroom D-F

3:10-4:00


Line Item Basics

Bruce Propert

Properly constructed contract line items are essential to support traceability of requirements and funding through the Procure-to-Pay process, enable automated tracking of deliverables, and enable analysis of contract data. This session will walk through some common errors that are made on line items, and how to correct them.


Surviving Contract Closeout

LeAntha Sumpter, Adarryl Roberts, Matt Jacobs, and Dave Guinasso

Contract closeout is an often under-appreciated step in the full Procure-to-Pay lifecycle. Come to this session to learn about ways DPAP is making closeout more efficient, including new automated closeout capabilities and the identification of physically complete contracts in EDA.


Standard Procurement System (SPS) Update

Gary Pugliano, CACI Team

SPS still plays a critical part in supporting the Depart-ment’s contract writing capabilities. Come to this session to hear about the state of the technology in the SPS software and learn about current issues and future plans for the product.

Reporting Grants and Cooperative Agreements to DAADS

Jovanka Caton and Brian Davidson

The Defense Assistance Awards Data System (DAADS) is used to capture grants and other types of assistance awards made by DoD to support Federal Funding Accountability and Transparency Act reporting. Come to this session to learn about the process and procedures for reporting to this enterprise system.

4:10-5:00

Repeat session

Clause Logic Service (CLS)

Kathleen Lemming and Chris Webster

The CLS provides enterprise-wide support for clause selection for solicitation and contract creation. Learn how our experts implemented and tested the logic that selects and recommends clauses for all contract types, and how you can utilize this exciting tool in your ERP or contract writing system.


Contractor Acquired Property

Carol Vigna and Dave Guinasso

The business rules for recording and tracking Contractor-Acquired Property (CAP) (property acquired, fabricated, or otherwise provided by the contractor for performing a contract and to which the Government has title) can be confusing. This session will provide all you need to know to properly track CAP through the Procure-to-Pay process.

What is the Data Lake and PIEE?

Adarryl Roberts and Matt Jacobs

The Procurement Integrat-ed Enterprise Environment (PIEE) is a scalable, data-centric environment to support enterprise procurement capabilities. It will host a Data Lake that is capable of integrating con-tract data from enterprise procurement systems, offering unprecedented insight into operational data. This session will explore the promise of this emerging capability.

FPDS Version 1.5 Implementation

Lisa Romney, Gary Wolanske, and Jovanka Caton

Version 1.5 of the Federal Procurement Data System (FPDS) is due to be released in October of this year. This session will review the v1.5 imple-mentation, explaining data changes and the related policy that will affect the contracting workforce and contract writing systems that interface with FPDS.

Session Agenda

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Wednesday, May 31, 2017Plaza International Ballroom Foyer G-H



8:00 – 9:00 Exhibits


9:00 – 9:30

DoD’s Participation in FFATA and DATA Act, Integrated Award Environment (IAE), and Other Federal Initiatives Lisa Romney, AT&L/DPAP

Recently implemented laws such as the Federal Funding Accountability and Transparency Act and the Digital Account-ability and Transparency Act have been powerful drivers for data standards and transparency throughout the Federal government. In this session, the presenter will share a view from the top of how these laws are being applied and implemented in our procurement business processes, data standards, and systems.

9:30 – 10:15

IAE Roadmap/Federal Update Vicky Niblett, Deputy Assistant Commissioner, Office of Integrated Award Environment, General Services Administration

GSA’s Integrated Award Environment (IAE) is undergoing major changes, as data sources and systems are being merged into a powerful shared platform. IAE’s leadership will share the Roadmap for and status of this transformation, and how it will benefit and impact the entire Federal procurement community.

10:15 – 10:45 Break and Exhibits — Plaza International Ballroom D-F


10:45 – 11:45

Cybersecurity Initiatives and Requirements Overview Mary Thomas, DPAP and Melinda Reed, DPAP

This session will address the cybersecurity landscape and DoD’s multi-pronged approach to protecting the Department’s unclassified information on contractor/non-federal information systems (and protecting the delivery of operational critical support).


11:45 – 1:00 Lunch and Exhibits

Break Out Sessions


1:00-1:50

Repeat session

Supplier Risk, Combating Counterfeit and Using PPIRS-SR

Mae Bartley, Carol Vigna, Dennis Coffey, Brett Davis, and Alan Robinson

PPIRS-SR captures, aggregates, and displays many sources of data to expose indicators for potential counterfeit parts and high risk vendors. Come to this session to learn how PPIRS-SR can help you avoid these risk areas.

Repeat session

Line Item Basics

Bruce Propert

Properly constructed contract line items are essential to support traceability of requirements and funding through the Procure-to-Pay process and enable analysis of contract data. This session will walk through some common errors that are made on line items, and how to correct them.

SAM Update

Memi Whitehead

The System for Award Management, our authori-tative source of information for over 600,000 potential federal contractors, is the first stop for many of our contracting personnel as they begin the Procure-to-Pay process. This session will review the basic capabilities of SAM and discuss recent and planned updates to the system.

Cyber Q&A

Mary Thomas and Melinda Reed

This session provides an opportunity to ask your burning questions about the cybersecurity landscape and DoD’s multi-pronged approach to protecting the Department’s unclassified information on contractor/non-federal information systems.

Session Agenda

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2:00-2:50

Capturing Performance— CPARS, PPIRS-RC, FAPIIS

Dennis Coffey, Brett Davis, and Alan Robinson

Confidence in a prospective contractor’s ability to satisfactorily perform contract requirements is an important factor in making best value decisions in the acquisition of goods and services. In this session, representatives from the CPARS/PPIRS/FAPIIS Program Office will share information on how their tools capture and dissemi-nate descriptive information on contractor performance.

Government Furnished Property (GFP) Attachment

Carol Vigna

DFARS guidance requires DoD Components to identify GFP information in solicitations and awards using a specific format (the attachments). Tracking of GFP, from the identification of these items to contractor access to these items, will significantly enhance the visibility of GFP across the DoD. Come learn how to begin tracking your GFP today!

IAE Roadmap Implementation – What to Plan for in the Next Year

Christy Hermansen

Building on the Integrated Award Environment (IAE) Roadmap plenary presen-tation, this session will provide a deeper dive into the IAE transition schedule with a particular focus on the capabilities expected to be deployed in the next year and tactical actions that should be taken to prepare for these changes.

Repeat session

Surviving Contract Closeout

LeAntha Sumpter, Adarryl Roberts, Matt Jacobs, and Dave Guinasso

Contract closeout is an often under-appreciated step in the full Procure-to-Pay lifecycle. Come to this session to learn about ways DPAP is making closeout more efficient, including new automated closeout capabilities and the identification of physically complete contracts in EDA.

2:50-3:10 Break and Exhibits — Plaza International Ballroom D-F

3:10-4:00

Repeat session

Improving Contract Quality

Bruce Propert

Contract deficiencies can result in delays in logistics, accounting, and contract performance issues. The recent introduction of streamlined deficiency reason codes in conjunction with use of the Procure-ment Data Standard (PDS) will provide vast improve-ments in contract visibility and contract data analysis capability. Learn how you can help!

IAE Q&A

Christy Hermansen, Memi Whitehead, and Lisa Romney

This session provides an opportunity to ask your questions about the systems and capabilities represented in the Integrated Award Environ-ment (IAE), including SAM, FPDS, eSRS/FSRS, and FBO; as well as the larger modernization effort.

FedMall Implementation

Kathleen Lemming, Adarryl Roberts, and Amy Byers

The existing EMALL system is being replaced with a modernized, COTS-based tool that will provide full eCommerce capability with an improved and streamlined user experience. Come hear the FedMall PMO discuss the implementation plan and future capabilities.

Repeat session

Contractor Acquired Property

Carol Vigna and Dave Guinasso

The business rules for recording and tracking Contractor-Acquired Property (CAP) (property acquired, fabricated, or otherwise provided by the contractor for performing a contract and to which the Government has title) can be confusing. This session will provide all you need to know to properly track CAP through the Procure-to-Pay process.

4:10-5:00

PDS Schema Q&A

Bruce Propert and Judy Critzer

This session provides an opportunity to have a technical discussion about the PDS XML schema and ask specific questions about its semantics and syntax. Good for system developers, data leads, and interface leads as they work to implement PDS in their ERPs or contract writing systems.

FPDS & PBIS Q&A

Lisa Romney, Gary Wolanske, Terry Ford, Jovanka Caton, and Brian Davidson

This session offers attendees the opportunity to ask questions of the DoD experts for the Federal Procurement Data System (FPDS) and the Procure-ment Business Information Service (PBIS). Come let our experts help you gain the most from these powerful tools.

Repeat session

Wide Area Workflow – What’s the Latest?

Ty Bledsoe, Will Whittington, Matt Jacobs, and Carrie Garris

Wide Area Workflow (WAWF) is the portfolio that contains EDA, iRAPT, MyInvoice, and more. Representatives from the WAWF program office will provide an update on the latest system and capability advances in this mission critical suite, and a peek at what’s to come.

Repeat session

Standard Procurement System (SPS) Update

Gary Pugliano, CACI Team

SPS still plays a critical part in supporting the Depart-ment’s contract writing capabilities. Come to this session to hear about the state of the technology in the SPS software and learn about current issues and future plans for the product.

Session Agenda

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Thursday, June 1, 2017Plaza International Ballroom Foyer G-H



9:00 – 10:00

Government Furnished Property End-to-End Mindy Rash-Gehres, Quitty Lawrence, and Carol Vigna

Proper tracking of Government-Furnished Property (GFP) throughout the Procure-to-Pay lifecycle requires policies, standards, and performance measures to achieve and sustain effective accountability, management, control, and accurate accounting of Government property. This session will cover the end-to-end management of this process, along with the internal controls required to properly execute.

10:00 – 11:00

Future of Contract Writing LeAntha Sumpter, Greg Youmans, Ryan Dickover, Col Jack Nemceff, Patrick Knepper

The Department is poised to move from our legacy contract writing capabilities to next-generation systems. Come to this final plenary session to hear from our Component leaders their plans for the future of contract writing, and how you will be impacted.

11:00 – 11:30Wrap Up LeAntha Sumpter, AT&L DPAP

11:30 – 12:00Lunch – Box Lunch Provided

Continuous Learning Points (CLP) Certificates Available at Registration Tables

Component Meetings


12:00-5:00

Air Force

(POC – Patrick Knepper)

Navy

(POC – Tom Wardwell)

Army

(POC – George Chavis)

Defense Agencies

(POC – DPAP/PDI)

Session Agenda

Session Tracks:

– DoD P2P and Related Processes and Initiatives

– DoD Procurement-Related Enterprise Systems

– Federal Procurement-Related Enterprise Systems

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Offices CONVENTION LEVELHYATT REGENCY

Florida Ballroom

Orlando Ballroom

Regency Ballroom

Windermere Ballroom

Celebration Breakout Rooms

Plaza International Ballroom

AtlanticRegistration

Blue Spring Rooms Silver Spring

RoomsRainbow Spring Rooms

Exhibit/Luncheon (and Foyer area)BreakoutsGeneral Session

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Map

Hyatt Regency Orlando 9801 International Drive Orlando, Florida, USA, 32819 Tel: 1.407.284.1234

Orlando International Airport (MCO) One Jeff Fuqua Boulevard Orlando, Florida 32827 Check wait times and flight status here: https://www.orlandoairports.net/

Presentations will be made available for download after the conference on our website: http://www.acq.osd.mil/dpap/pdi/2017_procure_to_pay_training_symposium.html.

Documents

DEFENSE PROCUREMENT AND ACQUISITION POLICY PROCURE … training presentations... · 2017-06-12 · 2 Welcome to the Defense Procurement and Acquisition Policy’s (DPAP’s) 2017