Follow the money better acquisition - Integrity ?· Follow the money – better acquisition decisions…

Download Follow the money better acquisition - Integrity ?· Follow the money – better acquisition decisions…

Post on 21-Jul-2018

212 views

Category:

Documents

0 download

Embed Size (px)

TRANSCRIPT

  • Breakout Session # G12

    Sean Williams, PMP, ITIL-F, CSM

    Mike Ipsaro, CPCM, PMP, CCE/A

    Integrity Management Consulting

    30 July 2014

    9:45am-11:00am

    Follow the money better acquisition

    decisions through financial analysis

  • 3

    Agenda Introductions

    Main ideas

    ROI from financial analysis

    Ubiquity of financial analysis

    Decision Support Systems (e.g., PPBE, ARP, CPIC)

    Overview

    Financial analysis by DSS

    Challenges

    Solutions (via best practices, tools, vignettes)

    Takeaways

    Conclusion / Q&A

  • 4

    Source: The Advocate

  • 5 Source: GroundReport

  • 6

    Ubiquity of financial analysis

    From concept to capability

    Most Federal investments are taxpayer-

    funded.

    Spans nearly all Federal decision support

    systems

    Missions, Portfolios, Programs, Projects, and

    contracts all require financial resources.

    Due diligence is needed at each step along

    the way.

  • 7

    Ubiquity: From need to concept to

    requirements to capability

    Life Cycle

    Cost

    Cost

    Estimating

    ICE

    POE

    CCA

    AoA

    Operational

    Concept and

    Requirements

    ICD, CDD

    ORD

    Full Funding

    Funding

    Policies

    Incremental

    Advance

    Procurement DPG,

    POM,

    BES,

    PDM,

    PBD

    Planning,

    Programming &

    Budgeting System

    Presidents

    Budget

    Congressional

    Enactment

    HAC, SAC, HASC,

    SASC, SBC, HBC

    Budget

    Resolution

    Authorization

    &

    Appropriation

    Budget Authority, Commitment,

    Obligation, Expenditure, Outlay,

    Reprogramming

    Budget Execution

    End Strength

    Modernization

    Operational Capability

    Readiness

    Sustainability

  • 8

    Decision Support Systems (DSS)

    Financial analysis spans many DSS including

    ARP, SELC, PPBE, and CPIC.

    ARP Acquisition Review Process

    SELC System Engineering Life Cycle

    PPBE- Planning, Programming, Budgeting and Execution

    CPIC Capital Planning Investment Control

    Source: DHS

  • 9

    Acquisition and Program Management

    Review Processes (ARP)

    ADEs (ADA & ARB)

    Acquisition documents

    Produces information used by the CPIC process

  • 10

    Acquisition and Program Management

    Review Processes (ARP)

    Challenges and Solutions:

    ARP and the Acquisition Review Board (ARB)

    Reviews

    Documentation

    Approval

  • 11

    Acquisition and Program Management

    Review Processes (ARP)

    Source: MBAClubIndia.com

  • 12

    Contracting Decision Support Process

    Source: DAU

  • 13

    Contracting Decision Support Process

    Challenges and Solutions:

    Business Need and Strategy

    Procurement

    Development / Operations & Maintenance

    Contract Closeout

    Source: DAU

  • 14

    Contracting Decision Support Process

  • 15

    PPBE Contracting Decision Support Process

    Source: DAU

  • 16

    PPBE Contracting Decision Support Process

    Source: U.S. Army

  • 17

    PPBE Contracting Decision Support Process

    Source: DAU

  • 18

    PPBE Contracting Decision Support Process

    Source: DAU

  • 19

    PPBE Contracting Decision Support Process

    Source: DAU

  • 20

    PPBE Decision Support Process

  • 21

    CPIC Decision Support Process

    Source: DHS

  • 22

    CPIC Decision Support Process

    Challenges and Solutions:

    Exhibits 300 / 53

    Documentation

    Review and Passback

    Going to Green

    Source: HHS

  • 23

    CPIC Decision Support Process

    Source: DHS

  • 24

    CPIC Decision Support Process

    Source: Privacy Commissioner of Canada

  • 25

    Interrelated Decision Support Systems

    Leverage existing artifacts, tools, practices across the DSS. Dont reinvent wheel.

  • 26

    Takeaways

    Financial analysis is as important as ever, if not more for

    agencies today.

    Financial analysis is something we all do to some extent.

    Sound financial analysis can help agencies deploy

    resources more efficiently and effectively.

    Financial analysis early in the acquisition process can

    pay dividends later.

  • 27

  • 28

    Sean M. Williams, PMP, ITIL-F, CSM Program Analyst INTEGRITY MANAGEMENT CONSULTING 2000 Corporate Ridge, Suite 170

    McLean, VA 22102 Phone: 703-349-3394 Cell: 703-647-0443 SWilliams@integritymc.com