Portfolio

Recent Portfolio accomplishments supplement the highlights, below.

October- December, 2009 - Compiled flow-down terms and conditions, using only those FAR and DFARS clauses applicable to typical, client purchases of Commercial Items and Fixed Price Supplies. Specifically tailored add-on clauses for remaining purchases. Guided staff on the use of the FAR Matrix.

August - November, 2009 - Evaluated P.O. documentation and practices at multiple sites. From the evaluations, drafted one consolidated, compliant set of policies and procedures, plus a procurement Desk Guide for day-to-day use. Helped management implement new audit trails for a future CPSR.

June, 2009 - Advised a small business on regulatory and DCAA audit requirements for an approved Accounting System plus cost or pricing data supporting proposals. Developed a new Chart of Accounts, to facilitate consistency among proposing, recording, and invoicing. Trained accounting staff.

April & May, 2009 - Built, and trained a prime-contractor client staff to build, a draft cost proposal volume. Devised creative, supporting audit trails for cost or pricing data on this five-year, multi-million dollar proposal encompassing several major subcontracts.

January, 2009 - In preparation for a CPSR, reviewed dozens of files for purchases. Recommended specific re-wording to enhancing Source Justifications and Price Justifications. Worked one-on-one with cost/price analysts. Guided buyers and supervisors to creative, more compliant Price Justifications for sole source purchases. Recommended quick and easy approaches to Price Justifications, where specific buyers documented compliant-but-complex Price Justifications. Recommended specific changes to formal policies and procedures.

Prior to 2009
Conducted an Internal Audit in anticipation of a DCAA audit toward approval of the Accounting System. Discussed specific findings with management, including at least one recommendation to eliminate or mitigate each reportable finding. Advised management on key issues to build stronger, compliant audit trails.

Drafted a Termination for Convenience (T for C) proposal, on applicable forms, for a large Defense contractor. Researched forms requirements and discussed unique, high-dollar issue with the Termination Contracting Officer. Performed an on-site cost analysis of one subcontractor's proposal and a price analysis of another; incorporated auditable results into the prime contract T for C proposal. Coordinated with contractor employees regarding Government property (location and transfers), negotiation strategy, and contractor costs of developing the termination proposal.

Assisted a small business revise and negotiate terms and conditions of a Teaming Agreement.

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.

Wrote a Subcontract Administration cost/price analysis Desk Guide and provided one-on-one training. For a large USG contractor, facilitated proposal text by working with buyers from development of solicitation, onward. Drafted an effective, "outside the box" Statement of Work to improve a unique supplier situation.

Coordinated quotes, supplier proposals, and supporting documentation for a Proposal Bill of Material for a division of a large Defense contractor. Assisted with auditable justifications and assembly of information from several departments. Drafted the Materials portions of the multi-million dollar submission.