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1st Biennial NCMA-RI Ocean State Workshop (Demo)
June 10, 2015 @ 7:30 am - 6:00 pm
Ocean State Workshop Presentations: Click to Download
REGISTER NOW – FINAL REGISTRATION IS EXTENDED AND ENDS FRIDAY 29 MAY!
Due to overwhelming interest and an increase of attendees to 150 max – FINAL REGISTRATION IS EXTENDED AND ENDS FRIDAY 29 MAY!
Seats are going quickly so register ASAP and make sure you don’t miss out on this great opportunity!
The Rhode Island NCMA chapter is hosting the 1st Biennial NCMA-RI Ocean State Workshop 10 June 2015 at the Naval Station Officer’s Club, Newport R.I.
This all day workshop offers training and education in a wide variety of areas. Our instructors are subject matter experts who volunteer their time and talents to support this biennial Workshop.
Date: Wednesday, 10 June 2015
Time: 0730 to 1800
Location: Naval Station Officer’s Club, Newport R.I.
Cost: $25 per person (members & government)
$50 per person (nonmembers)
FINAL Registration Deadline: Friday, 29 May
In addition to registering online, you are required to complete the attached “Base Access Form” and include ALL members from your organization attending. Failure to complete this form will result in denied access to the facility. Please e-mail completed forms to Mike Mahony, email@example.com
Current Base/Gate Access List: CHECK FOR YOUR NAME!
- 0730: Registration
- 0800: Welcome & Agenda Video from Senator Reed
- 0820 to 0900: Keynote Address [Jerry Punderson, former head of contracts at NAVSEA]
- 0900: Session [Daniel Kelly – Negotiating Key Clauses in Fed. Gov. Subcontracting]
- 1000: Session [Jim Kirlin – NDA/TA & Ethics/Compliance]
- 1100: Session [Lauren Caisse – Changes and Equitable Adjustment]
- 1200: Lunch with Panel [How to avoid OCI issues and ways to Mitigate] Panelists include Presidents and Leaders of Defense Contracting Companies (Large, Midsize and Small)
- Moderator: Jerry Punderson
- Joe Marino, President and CEO, Rite-Solutions
- Randy Brandenburg Director, Undersea Systems Raytheon IDS, Seapower
- Jim Bouthillier, President, MRC
- Steve Rigdon, Vice President of Programs Maritime Technical Solutions SAIC
- Ray Lopez, President, ESN
- 1300: Session [Alan Wheelock – “Know Your Adversary: The New Negotiating Playbook”]
- 1400: Session [Jason Preisser – Acquisition of Services – Planning and Requirements]
- 1500: Session [Steven Tremblay – DFARS and Business System Compliance]
- 1600: Closing Remarks
- 1615-1800: Social
Jerome Punderson is the Senior Vice President, Defense and Intelligence at the Professional Services Council, the principal national trade association of the government technology and professional services industry.
Mr. Punderson previously was the Director of Contracts, Naval Sea Systems Command (NAVSEA) from 2009-2014. He had full authority and responsibility for one of the largest and most responsible procurement organizations in the Federal government; his duties involved the obligation and expenditure of billions of dollars annually. As the senior civilian for contracting at NAVSEA, Mr. Punderson was responsible for the contractual oversight of the Nation’s most complex shipbuilding and weapons systems procurement programs.
He began his civil service career in 1981, completing the contracting intern with the Naval Electronics Systems Command before accepting a contracting position with the Patent and Trademark Office. Returning to the U.S. Navy in 1985, he joined NAVSEA as a contract negotiator for undersea programs and was subsequently selected to be the Contracting Officer responsible for the procurement of major Anti-Submarine Warfare (ASW) Combat Systems. In 1988 he was promoted to Branch Head position where he provided leadership over a number of major weapons systems, including several major acquisition programs (ACAT 1D), first as branch head of the Mine Warfare and Surfaces Ship ASW Branch and then as branch head to the STANDARD Missile Branch. For eighteen months, Mr. Punderson served as the acting Director of the Surface Systems Contracts Division, an acquisition organization responsible for the procurement of major weapon systems valued at $3.1 Billion annually before being selected in 2001 to be the Director of the Undersea Systems Contracts Division.
From 2001 to 2009, Mr. Punderson was the Director of the Undersea Systems Contracts Division, the organization responsible for the procurement of the AEGIS Ballistic Missile Defense system, the DoN Converged Enterprise Resource Planning (C-ERP) systems, and many undersea systems, resulting in $3.0 Billion in annual obligations. In addition, he is the Program Manager for the SeaPort-e program at NAVSEA, a strategic approach to acquisition of services emphasizing affordable and timely procurement of services through a completely electronic web-based marketplace. Most recently, Mr. Punderson led the expansion of SeaPort-e to the Navy Virtual SYSCOM (VS) comprised of NAVSEA, NAVAIR, SPAWAR, NAVSUP and NAVFAC, where services valued at up to $5.3 Billion annually may be procured using these vehicles.
He is a recipient of the Presidential Rank Award, the Navy Meritorious Civilian Service Medal and numerous Special Act awards.
Mr. Punderson was born in Lakewood, New Jersey. He attended Rutgers University where, in 1979, he earned a Bachelor of Arts in Biology. In 2003 he earned a Masters of Science in National Resource Strategy from the Industrial College of the Armed Forces.
Daniel Kelly – Partner McCARTER & ENGLISH, LLP
Mr. Kelly leads the firm’s government contracts group. His practice combines both counseling and acting as an advocate on behalf of clients doing business in the commercial and government marketplaces. Mr. Kelly has extensive experience in the fields of federal and state procurement law, commercial contracting, licensing, and business and intellectual property litigation. He helps businesses negotiate their commercial contracts with customers and vendors. He counsels clients when disputes arise and defends them in court and arbitration proceedings. Mr. Kelly has knowledge of the government contracting process both on a federal and state level, and the specific laws, regulations, contract clauses and dispute resolution mechanisms in this specialized area. He provides advice and guidance to clients who are in the government supply chain, either as prime contractors, subcontractors or vendors. He reviews government solicitations with clients, prepares proposals, and negotiates teaming arrangements and subcontracts with other suppliers. He helps clients build and enhance their compliance programs. He assists clients in protecting their intellectual property and proprietary information concerning their businesses when doing business with the government. He advocates for clients who wrongfully were passed over for a contract award. He prepares claims arising under government contracts as a result of change orders, delays, and terminations for default or convenience. Dan (together with his colleagues David Himelfarb and Bonnie Vanzler) most recently represented Agiltron, Inc. and two of its wholly owned subsidiaries in successfully negotiating with the United States Air Force Suspension and Debarment Official an Administrative Agreement, effective July 26, 2013, terminating a suspension barring them from obtaining federal government contracts and grants. Mr. Kelly is Chair of the Boston Lawyers Division of the Federalist Society for Law & Public Policy Studies. He is also on the Board of Directors for NCMA Boston (National Contract Management Association).
Negotiating Key Clauses in Fed. Gov. Subcontracting: This course looks at the top five negotiated and top five disputed subcontract clauses (they are not the same!) from both the prime contractor’s and subcontractor’s perspective – with the goal of exploring ways to avoid disputes and ensure a successful negotiation. This will be interactive and the speakers encourage the participants to bring their own experiences into the discussion so that the entire group can learn and benefit.
Mr. Kirlin has 30 years of contracts and supply chain experience in government and industry. Jim is a member of seven contracting/supply chain/compliance professional associations. Jim holds seventeen professional certifications in subcontract management, compliance, contracting, supply chain, and supplier diversity, from the U.S., U.K. and Canada. Jim holds NCMA’s Lifetime CPCM and Lifetime CFCM. He is a NCMA Fellow. Jim has been honored with the NCMA Alvis D. Keen Honorary Life Member Award, NCMA Charles A. Dana Distinguished Service Award, the NCMA National Achievement Award, and the NCMA Education Award (twice). Jim served on the NCMA Board of Directors and served as Chair of the Policy Committee. He is the author of two articles in NCMA’s Contract Management magazine. He has presented at six NCMA World Congresses and at numerous National Education Seminars and Chapter meetings. Jim is the author of the book “Subcontract Management from A to Z” published by the NCMA in 2014.
Federal Government Subcontracting Ethics and Compliance: The federal government ethics and compliance requirements significantly impact the subcontracting process. The result is the prime contractor must not only ensure that its own organization is in compliance, but also must ensure that its subcontractors are conducting themselves with the highest degree of integrity and honesty. This presentation discusses the Federal Acquisition Regulation (FAR) ethics and compliance requirements that significantly affect the subcontracting process. The focus is on the duties of a prime contractor as it subcontracts to fulfill a U.S. federal government prime contract. The presentation will discuss the importance of subcontracting ethics and compliance, the sources of the requirements, and the applicability to subcontracts. This will include the requirements for a Contractor Code of Business Ethics and Conduct, and an Internal Control System.
Lauren Caisse has been doing Federal Government contracting for almost 25 years. Her educational background and certifications include the following:
- Juris Doctor (JD) from Suffolk University Law School, Boston, Massachusetts
- Masters of Business Administration (MBA), Anna Maria College, Massachusetts
- Bachelor of Science (BS), Bridgewater State College, Massachusetts
- Air Force Institute of Technology, Wright-Patterson AFB, Ohio (various classes)
- U.S. Army Logistics College, Ft. Lee, Virginia (various classes)
Ms. Caisse has been a member of NCMA since 1997, obtained her CPCM in 1997, and was the recipient of the 2001 Contract Management Institute’s Marty Kaufman Scholarship. Ms. Caisse is licensed to practice law in both Massachusetts and Rhode Island. Ms. Caisse earned her DBIA Certification designation from the Design-Build Institute of America in April 2010. Ms. Caisse started her contracting career as a Contract Specialist with the Massachusetts National Guard (USPFO for Massachusetts). Her work during those six years consisted entirely of cradle to grave contracting of construction projects on Massachusetts National Air Guard bases. When she moved to the private sector, her work focus shifted to environmental, starting with her tenure on Massachusetts Military Reservation. Ms. Caisse has been with Environmental Chemical Corporation (ECC) since January 2008 and holds dual positions: She is both a Contracts Manager and Corporate Counsel. In her contract management duties, she is currently responsible for construction, environmental and UXO projects – both federal and commercial – in the U.S., Canada, Germany, Italy, Djioubti and Kuwait. In her corporate counsel role, Ms. Caisse drafts and negotiates various types of agreements, works with outside counsel, researches and writes on various topics, generates and conducts compliance training as requested, and performs other corporate counsel functions as requested by her General Counsel. Ms. Caisse is also a Small Business Liaison Officer and Ethics Officer for ECC.
ECC provides construction, environmental remediation, ordnance remediation, and Operations and Maintenance (O&M) services to the federal government worldwide as well as to commercial entities.
Changes and Requests for Equitable Adjustment: This presentation deals with Change Management in Government Contracting. Some of these changes discussed include: The Changes Clause, How Gov’t Changes are Communicated, Timely Notification, Duty to Perform, Cardinal Changes, Constructive Changes, Differing Site Conditions, and Requests for Equitable Adjustments. The presentation will also offer Best Practices in the processes of Notification, Identification, Tracking, Correspondence and Costs, Manage, and Submission. Risks of Proceeding without Change Order and Documentation challenges will also be discussed.
Alan Wheelock, Iron Mountain
Alan Wheelock has been in senior management roles in business for many years, including Territory Vice President and Senior Vice President at Iron Mountain. He was right in the thick of Iron Mountain’s spectacular growth from a few hundred employees to more than 20,000. At present, he is President of Jones River Consulting, which focuses on helping companies to strengthen customer relationships and grow their businesses.
“Know Your Adversary: The New Negotiating Playbook”: Negotiation is both an art and a science. Although many negotiators have mastered the technical side of this work – they thoroughly understand the business issues at stake, they are knowledgeable about pricing strategies and crystal clear on goals and objectives – but they are far less certain when it comes to the actual art of negotiating effectively with a strong adversary on the other side of the table. Alan Wheelock’s presentation focuses on the negotiating styles that you are likely to encounter out there, and how to effectively adapt to each one. Drawing from decades of experience in high stakes contract negotiation, Alan describes the most common negotiating styles and techniques you can deploy to successfully “improvise, adapt, and overcome” in each situation. His advice is concrete and actionable, and it is delivered in a style that embodies humor, wisdom, and enthusiasm.
Jason Preisser, MRC
Jason R. Preisser is an NCMA Certified Professional Contract Manager, who also holds Level III Acquisition Professional Development Program Certifications in Contracting and Program Management. Mr. Preisser holds an MBA from Chapman University and a BS from Colorado State University, and is a 2012 graduate of the Air War College.
Mr. Preisser completed his distinguished U.S. Air Force service in December 2014 as a Senior Procurement Analyst in the Office of the Undersecretary of the Air Force. During his 21-year Air Force career he served in staff, contracting officer, and program manager positions at U.S. Air Force Headquarters, the Air Force Space and Missile Systems Center, and the National Reconnaissance Office. For 3 years he commanded the DCMA office at a Northrop Grumman Aerospace Systems plant in Redondo Beach, CA. Mr. Preisser’s military service also included a number of contingency assignments, including Contracting Advisor to the Afghan National Security Forces in 2013, and Commander of DCMA Kuwait’s Middle East Division in 2009-10.
In January 2015, Mr. Preisser joined McLaughlin Research Corporation, where he now provides acquisition support and assistance to senior procurement and contracting officials at the Defense Advanced Research Projects Agency (DARPA) in Arlington, VA.
Acquisition of Services – Planning and Requirements Definition: This course will discuss the importance of acquisition and requirements planning for services, to include Better Buying Power Initiative focused on improving tradecraft in services acquisition. It will cover requirements development, market research techniques, stakeholder engagement in defining performance outcomes and service acquisition strategies. This will be interactive and the speaker encourages the participants to bring their own experiences into the discussion so that the entire group can learn and benefit.
Steven J. Tremblay
Steven Tremblay is an Executive Director in Ernst & Young’s Fraud Investigation & Dispute Services, Government Contract Services practice. Mr. Tremblay has more than 26 years of experience in government contracting, over 12 of which were spent at Ernst & Young while 14 years were spent working directly for government contractors. Before joining Ernst & Young, Steven was a Chief Contracts Administrator with Hamilton Sundstrand Space Systems International, Inc. During his tenure with the Hamilton Sundstrand, Steven gained extensive experience in dealing with complex government contract issues with both Commercial Customers and Government Agencies (NASA/DOD). His experience includes advising on how to implement effective and compliant internal control systems and operations, and forensic and remediation activities necessary to respond to government investigations and audits. He also has extensive experience in advising clients on matters involving accounting (FAR & CAS), DFAR business systems, transaction due diligence, contract administration and termination, procurement, and cost allocation.
DFARS and Business Systems Compliance: Business systems (Accounting, Estimating, Property, Purchasing, EVMS, & MMAS) are an integral part of the day-to-day compliance for companies contracting with the Government. The provisions of the Defense Federal Acquisition Regulation Supplement (DFARS) authorize Contracting Officers (COs) to withhold a percentage of payments, under certain conditions, when a contractor’s business system contains a “significant deficiency” and the CO makes a final determination to disapprove the contractor’s system. In addition to the cash flow impact, a disapproved business system may result in competitive disadvantages and loss of confidence in the company’s financial and operational credibility. Our presentation will share best practices with regards to contractor risk assessments, gap assessments, compliance testing, correction action plans and remediation, and monitoring.
FINAL Registration Deadline: Friday, 29 May