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This is NOT Your Grandfather’s Source Selection Process
Breakout Session #: F11
Presented by: Scott Sweeney, Senior Procurement Analyst, DoD (DPAP)
Tom Elsesser, Professor of Contracting, DoD (DAU)
Michelle Currier, Professor of Contract Management, DoD (DAU)
A Conversation with Industry and Government on
the Source Selection Process
Time: July 24, 2018
Date: 3:30 pm
• Introductions and Welcome
• Barriers to a Successful Source Selection Process:
Comments, Questions, Industry Perspectives
• The Source Selection Team
– The Non-Acquisition Workforce
– Training Methods, Tools, and Best Practices
• The Source Selection Simulation (Triple-S)
Agenda
• Most members of the Source Selection
team (“The Team”) aren’t in acquisition
workforce positions. Estimated at 53%.
• They have little or no formal training in
acquisition processes
• “The Team” doesn’t come together until
well after a requirement does
The Source Selection Team –
Who are They?
*** The Non-Acquisition Workforce (Non-AWF)
***
Acquisition Training for
the Non-AWF
• Individual Training Recommendations for Multi-Functional Team
Members (Basic)– Acquisition Ethics
– Contracting Overview
– Market Research
– Strategic Sourcing
– General Acquisition Processes
• Source Selection Training? Prefer Group Training & Interpersonal Dynamics
• 1st Preference: Group Training, Source Selection Team members
• 2nd Preference: General, Mixed Team Training
• 3rd Preference: Just-in-time, Individual Online Training
Interpersonal
Dynamics –The give and take
behavior between
people during
human interaction
Online Courses
• Not required, but individual online courses (just-in-
time) are available: (industry can access and take
these)
– CLC 007, Contract Source Selection
– CLC 063, Source Selection Proposal Technical Evaluations
• Students Taking DAU Online, Source Selection CoursesFY17 AWF (DoD
& Fed)
DoD
Non-AWF
Other Federal
Non-AWF
Industry TOTAL
CLC007 2,686 1,679 1,929 107 6,402
CLC063 598 686 272 24 1,428
In terms of
demand:
Best Practice: Source Selection
Engagement Teams & Facilitators
• Use agency’s acquisition forecast to plan source
selection support
• Advise Program Managers and Source Selection Team
on agency best practices, templates, tools, etc.
• Agency Source Selection Classes
– Conventional Practice: If done at all, conducted late, just before
Source Selection
– Recommended Best Practices:
• Conduct with entire team
• Conduct earlier rather than later
• Final team discussions about (1) evaluation factors and (2) risk
analysis and how the level of risk will be evaluated during source
selection
Source Selection Simulation (Triple-S)
• Team Training: Simulated Requirement
• Four Days: Hands-on Activity
• Currently: Systems Requirement
• Future: Services Requirement (Facility Support Services,
Equipment-Related Services)
• Focuses on Technical Evaluation Board (TEB) Mechanics
– Not Past Performance Relevancy/Performance Confidence
Assessment, Small Business Evaluation, etc.
• More information: http://dau.dodlive.mil/2015/04/21/source-selection-
simulation-intact-team-training-on-picking-a-provider/
Triple-S - Overview
Triple-S - Day 1
Day 1 Schedule Start/Stop
• Introduction 0800-0815
• Presentation - Course Overview 0815-0915
• Break 0915-0930
• Day 1 - Team Competition (Triple-S knowledge) 0930-1000
• Presentation - Initial Evaluation 1000-1100
• Lunch 1145-1245
• Exercise - Initial Eval/Eval Worksheets (EWs) 1245-1545
• Break (as needed) ***
• Exercise - Discuss Initial Findings w/Subfactor
Chief (SFC) & Team 1545-1600
• Exercise - Meet with Sub-factor Chiefs/Source
Selection Evaluation Board (SSEB) Chair 1600-1645
Course Introduction &
Overview
Initial Evaluation of
Proposals
Triple-S - Day 2
Day 2 Schedule Start/Stop
• Day 2 - Team Competition (Triple-S knowledge) 0800-0830
• Presentation - Evaluation Notices (ENs) 0830-0930
• Break 0930-0945
• Exercise - Draft/Write ENs 0945-1030
• Exercise - Discuss/Rewrite ENs 1030-1115
• Presentation - Competitive Range 1115-1145
• Lunch 1145-1245
• Exercise - Draft Initial Eval Brief (IEB) 1245-1500
• Break (as needed) ***
• Exercise - Discuss recommended rating for sub-
factor 1500-1545
• Exercise - Discuss/Finalize/Dry-run IEB with
SSEB Chair 1545-1645
Write Evaluation Notices/
Dry-Run Initial Evaluation
Briefing
Triple-S - Day 3
Day 3 Schedule Start/Stop
• Day 3 - Team Competition (Triple-S knowledge) 0800-0830
• Exercise - Brief IEB to Independent Review Team 0830-0900
• Presentation - Discussions 0900-1000
• Exercise - Conduct Discussions 1000-1015
• Break 1030-1100
• Exercise - Hotwash Discussions 1100-1130
• Lunch 1130-1230
• Presentation - Final Proposal Revisions (FPRs) 1230-1330
• Exercise - Evaluate EN Responses 1330-1400
• Break 1430-1500
• Exercise - Evaluate FPR 1500-1700
Initial Evaluation Briefing
Conducting Discussions
Triple S – Day 4
Day 4 Schedule Start/Stop
• Day 4 - Team Competition (Triple-S knowledge) 0800-0830
• Presentation - Final Evaluation Briefing (FEB) 0830-0900
• Exercise - Prepare FEB for Source Selection
Authority (SSA) 0900-0915
• Break (as needed) ***
• Presentation - Pre-Award Documentation/Post-
Award Activities 1130-1200
• Lunch 1200-1300
• Exercise - Present FEB to SSA 1300-1400
• Exercise- SSA Observations/Hotwash 1400-1430
• Break 1430-1445
• Exercise - Debriefing Exercise/Hotwash 1445-1530
• Survey 1530-1545
• Final Round - Team Competition 1545-1600
• Final Comments 1600-1630
Final Evaluation Briefing
Interacting with & Feedback
from the Source Selection
Authority
Questions?Points of Contact
Scott M. Sweeney
Senior Procurement Analyst
Office of the Under Secretary of Defense for Acquisition and
Sustainment, Defense Procurement and Acquisition Policy
(OUSD(A&S)/DPAP)
Email: [email protected]
Michelle Currier, CPCM, CFCM, Fellow
Professor of Contract Management
Defense Acquisition University (Mid-Atlantic)
Email: [email protected]
For more information about the
Source Selection Simulation (Triple-S),
please contact:
Tom Elsesser
Professor of Contracting
Defense Acquisition University (South)
Email: [email protected]
