DEFENSE PROCUREMENT AND ACQUISITION POLICY PROCURE TRAINING SYMPOSIUM. May 30 June 1, 2017 Hyatt Regency Orlando, FL

Transcription

1 DEFENSE PROCUREMENT AND ACQUISITION POLICY PROCURE TO PAY TRAINING SYMPOSIUM May 30 June 1, 2017 Hyatt Regency Orlando, FL

2 Welcome Letter 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 standards 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 Financial 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 2

3 Monday, May 29, 2017 Plaza International Foyer G-H 4:00 7:00 Check In/Registration Tuesday, May 30, 2017 Plaza International Foyer G-H 8:00 5:00 Check In/Registration Plaza International D-F 8:00 10:00 Exhibits Plaza International G-H 10:00 10:15 10:15 11:00 11:00 12:00 Welcome and Overview Lisa Romney, AT&L DPAP 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. 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). Plaza International D-F 12:00 1:00 Lunch and Exhibits Break Out Sessions 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 Procureto-Pay business process. Business Intelligence FPDS and DoD Procurement BI Service Gary Wolanske, Terry Ford, Jovanka Caton, and Brian Davidson Come to this session to see how DPAP s Business Intelligence 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. 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. 3

4 2:00-2:50 Improving Contract Quality Bruce Propert Contract deficiencies can result in logistics, accounting, and contract performance 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 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 Department 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 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 Integrated 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 contract 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 implementation, explaining data changes and the related policy that will affect the contracting workforce and contract writing systems that interface with FPDS. 4

5 Wednesday, May 31, 2017 Plaza International Foyer G-H 8:00 5:00 Check In/Registration Plaza International D-F 8:00 9:00 Exhibits Plaza International G-H 9:00 9:30 9:30 10:15 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 Accountability 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. 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 D-F Plaza International G-H 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). Plaza International D-F 11:45 1:00 Lunch and Exhibits Break Out Sessions SAM Update Cyber Q&A 1:00-1:50 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. 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. Memi Whitehead The System for Award Management, our authoritative 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. 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. 5

6 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 disseminate 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 presentation, 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. 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 D-F 3:10-4:00 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 Procurement Data Standard (PDS) will provide vast improvements 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 Environment (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. 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. PDS Schema Q&A FPDS & PBIS Q&A 4:10-5:00 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. 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 Procurement Business Information Service (PBIS). Come let our experts help you gain the most from these powerful tools. 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. Standard Procurement System (SPS) Update Gary Pugliano, CACI Team SPS still plays a critical part in supporting the Department 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. 6

7 Thursday, June 1, 2017 Plaza International Foyer G-H 8:00 12:00 Check In/Registration Plaza International G-H Government Furnished Property End-to-End Mindy Rash-Gehres, Quitty Lawrence, and Carol Vigna 9:00 10:00 10:00 11:00 11:00 11:30 11:30 12:00 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. 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. Wrap Up LeAntha Sumpter, AT&L DPAP Lunch Box Lunch Provided Continuous Learning Points (CLP) Certificates Available at Registration Tables Component Meetings Air Force Navy Army Defense Agencies 12:00-5:00 (POC Patrick Knepper) (POC Tom Wardwell) (POC George Chavis) (POC DPAP/PDI) Session Tracks: DoD P2P and Related Processes and Initiatives DoD Procurement-Related Enterprise Systems Federal Procurement-Related Enterprise Systems 7

8 Map General Session Breakouts Exhibit/Luncheon (and Foyer area) Offices HYATT REGENCY CONVENTION LEVEL A B C Florida D E F G Gulf Atlantic Registration Plaza International Orlando H I J K N M L Blue Spring Rooms Rainbow Spring Rooms I II I Q II P I II Silver Spring Rooms O R S T Regency Windermere U V W X Z Y Celebration Breakout Rooms Hyatt Regency Orlando 9801 International Drive Orlando, Florida, USA, Tel: Orlando International Airport (MCO) One Jeff Fuqua Boulevard Orlando, Florida Check wait times and flight status here: Presentations will be made available for download after the conference on our website: