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Accounting System |
Cost Analysis |
C P S R |
Internal Audits |
Proposal Pricing
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| From obtaining competitive quotes to calculating overhead and G&A rates, the details are well supported. |
Proposal Pricing
Fixed Price Termination
In 2010, guided a medium-size business through the submission of a proposal pursuant to a Termination for Convenience. Advised implications of each step (including negotiation), form, and supporting documents.
In 2010, consulted with a family-owned, small business. Explained calculations for supportable, fully-burdened price per hour rates, especially for the two owners. Explained and showed sample calculations for indirect costs, in anticipation of a DCAA audit. Discussed segregation of unallowable accounts in the general ledger. Helped executive management with calculating and supporting labor overhead, especially for the two owners.
Small Service Business
In 2009, reviewed cost proposal spreadsheets for recommendations. Notes included additional/missed costs, which could be added (and described required supporting documentation for proposal review/audit by the USG customer), plus recommended several procedural changes, which would capture and significantly increase compliant costs. These significant increases required major overhaul of the accounting system and estimating system.
Small Non-profit
In 2008, built the draft of a $15M cost proposal draft for the first year of a multi-year Defense contract. The proposal became both a basis for negotiation and an example of building costs up from supporting documentation. Facilitated the program manager’s estimates of what would be purchased, quantities purchased, and timing. Acquired competitive and commercial (off the shelf) quotes, developed accurate travel-cost formulas. Every facet of the cost proposal showed the basis from “air” to “there,” in sufficient detail to serve as a pro forma model on future cost proposals.
Defense Division of a Fortune 500
In 2007, developed a more effective approach to resolve a Request for Equitable Adjustment. Refocused the claim squarely on documented communications between the U.S. Government and the prime contractor, mitigation of damages, notifications of delays, and supportable costs. Brought an objective perspective to an emotional situation, refined narrative to legally relevant and well-documented events, facilitating a prompt PCO response.
Defense Division of a Fortune 500
Coordinated quotes, supplier proposals, and supporting documentation for a Proposal Bill of Material. Assisted with auditable justifications and assembly of information from several departments. Drafted the Materials portions of the multi-million dollar submission.
Small Service Business
Provided as-needed support to a Defense contractor and subcontractor, from calculating rates for the GSA proposal to interpreting (and evaluating risks of) RFP terms and conditions. Recommended proposed indirect rates for several, consecutive years.