Instruction for Performance-Based Acquisition
- Introduction to Federal Performance-Based Acquisition
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for Module I Overview of The Federal Performance-Based Acquisition Desk Reference
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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
Introduction to Federal
Performance-Based Acquisition
- Performance-Based Acquisitions Stand Out
- Improved Governmental Financial and Project Management
- Being Successful with PBA
for 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
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)
- 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
Module III The Solicitation-Award Phase and Federal Performance-Based Acquisition
3.0 Introduction
- The Uniform Contract Format (UCF)
- Section Placement for PBA Components
- Key Evaluation Areas for Performance-Based Acquisitions
- Evaluating Proposals Against the Original Objectives of the Procurement
3.3 Negotiating PBAs
3.5 Summary
- What We Accomplished
- What's Next
Module IV The Contract Administration Phase and Federal Performance-Based Acquisition
4.0 Introduction
- Key Contract Administration Responsibilities of the PBA Team
4.2 Quality Assurance Surveillance
- Performing the Surveillance Provided for in the QASP
- Surveillance Activity Checklist
4.4 Contract Changes
4.5 Good Working Relationships
- Communications Focusing on Performance
- Partnering
4.7 Past Performance
4.8 Lessons Learned
4.9 Summary
- What We Accomplished
- What's Next
Conclusion to Federal
Performance-Based Acquisition
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