W.A.R. (Willing, Able, Ready): An Interactive GAME Plan for Procurement Writing Breakout Session #B02: John J. Wahl, Instructor of Contract Management, Defense Acquisition University (DAU) Jason Hamilton, Instructor of Information Technology, DAU Date: December 12, 2016 Time: 2:45pm – 4:00pm Speaker Introductions John J. Wahl Jason Hamilton 3 Structure of this Talk • Learning Objectives: o Identify why writing a clear PWS matters o Define the meaning of W.A.R. o Recognize best practices in writing a PWS. o PWS questions to ask and words to avoid o A chance for Active Learning -- GAME of W.A.R. • Conclusions / Wrap Up / Web Resources 4 LETS BEGIN WITH HUMOR 5 ITS ALL IN THE DEFINITION • Performance Work Statement (PWS) is a statement of work for performance-based acquisitions that describes the required results in clear, specific and objective terms with measurable outcomes (FAR 2.101) 6 Why Write a Clear PWS? • Enable offerors to clearly understand the requirements and needs • Allow offerors to more accurately cost or price their proposal and submit higher quality technical proposals • Provide a baseline for the development of other parts of the solicitation, particularly the evaluation criteria, technical proposal instructions and independent cost estimate • Minimize the need for change orders which can increase the cost or price and delay completion • Allow both the Government and contractor to assess performance • Reduce claims and disputes under the contract 7 Why Does Writing a Clear PWS Matter? • Interest area of Congress, GAO, and Inspector General • Emphasized by senior leadership o “Improving Tradecraft in Acquisition of Services” continues to be a focus of Under Secretary of Defense for Acquisition, Technology, and Logistics (USD(AT&L)) Better Buying Power (BBP) 3.0 initiatives 8 The Meaning of W.A.R. • The Challenge is to gain the necessary personnel within the office place that are Willing, Able and Ready to participate in writing a well-written Performance Work Statement (PWS) • WILLING – Subject Matter Experts (SME) committed to initiate, plan and execute the procurement writing requirements • ABLE – Ensuring the SMEs possess the Knowledge, Skills & Abilities with the capacity to meet the time required in Willing Able defining the PWS • READY – Fully prepared SME’s that possess the right mix of the ‘Willing’ and ‘Able’ characteristics to writing a clear, concise and Ready unambiguous PWS 9 Our Focus: Step Four 10 An Active Learning GAME of W.A.R. • Presenters will provide to participants a ‘well written’ PWS less the title, scope and objective(s) • Participants will be assigned to Action Learning teams of 5 to 7 people and asked to accomplish the three (3) foundation tasks within the allotted 20 minutes • Determine a title heading to the PWS that expresses the Work Statement • Determine the PWS scope • Define the objective(s) of the PWS 11 An Active Learning GAME of W.A.R. Five minute review the sample PWS. Can you determine an appropriate title, scope and objective(s)? • What did you get for a title heading to the PWS that expresses the Work Statement? • What do you think is the: • PWS scope? • Objective(s)? • What are your impressions? Was the PWS clear? • Can performance be measured? • Assuming you have a complete section L and M, do you believe the offeror could develop a technical approach to meet the need? How would you improve the PWS? 12 PWS Best Practices • Get Started by being the Chief of Questions o What is needed / Who & When can provide? • Commercial and / or industry-wide performance standards, where available, are relied upon • The marketplace and other stakeholders are provided the opportunity to comment on draft performance requirements and standards The important thing is to not stop questioning… - Albert Einstein o How do we measure success? • Timeliness, Customer Satisfaction, Improved Response Time, Quality, etc If you can’t measure it, • Define the work in measurable, you can’t improve it Peter Drucker mission-related terms 13 PWS Best Practices • Organization oSet content in logical sequence For every minute oLimit each paragraph to a single concept spent organizing, oNumber the task paragraphs to facilitate an hour is earned - Unknown organization and reference • Sentences & Standards oExplicit, measurable performance standards must be included in the PWS to be considered performance based oWrite in active voice that is complete and direct oUse short sentences oMake implicit explicit 14 Words Have Meaning Keep Words Simple Replace: Utilize Ameliorate Modification Deficiency Preventative Ensure Should / Will / Would With: Use Improve Change Lack Prevent Specifically state what is required Shall 15 Words Have Meaning Words & Phrases to Avoid “To the satisfaction of the Contracting Officer” “In the opinion of the Contracting Officer” “Unless otherwise directed by the Contracting Officer” “As applicable” or “as necessary” “As directed” or “as required” Too Subjective “Assist” or “support” “Etc” “Whether or not” Generally avoid the term -- too vague Avoid adding “or not” to “whether.” 16 Words Have Meaning Words & Phrases to Avoid “Subject matter expert” generally is too vague; focus on performance standards and expressly require prerequisites to the required performance when appropriate (see FAR 39.104 regarding information technology services) “In accordance with commercial practices" in lieu of citing a commercial standard Avoid citing of mandatory standards without justification Words differently arranged have a different meaning, and meanings differently arranged have different effects. – Blaise Pascal 17 PWS Questions to Ask Yourself • Is there sufficient detail in the PWS to enable cost estimates, and identify labor and other resources required for each task? Will the Offerors be able to prepare a sound technical and cost proposal? • Are PWS standards clear for all parties to measure performance? • Does the approach in the PWS give the contractor management responsibility and can we hold them accountable for the end results? Can we perform a meaningful evaluation of performance? • Is the PWS too restrictive? Does it tell how to run their business instead of defining outcomes? • Does the PWS provide for corrective/ preventive action by the Contractor in the event the product delivered is non-conforming to the specified product? • Are all terms defined and used consistently throughout, including "industry-wide" terms? 18 PWS Best Practices Example • http://sam.dau.mil/Content.aspx?currentCo ntentID=pws_soo Watch the video (later) for a discussion of the key elements of a PWS 19 Additional Training & Tools www.acq.osd.mil/dpap/sa/training _safipt.html http://sam.dau.mil/ …and ARRT (Acquisition Requirements Roadmap Tool) 20 Conclusions / Wrap Up / Resources • Summary of Presentation Benefits • Real World Best Practices to be Utilized • Interactive Action Learning • Web Resources / PWS tools to apply back in the office Questions? • 7 Steps to Performance Based Acquisition: https://www.acquisition.gov/seven_steps/ step4_pws-write.html • PWS formation: http://sam.dau.mil/Content.aspx?currentC ontentID=pws_soo • A Guidebook for Performance Based Acquisition by OSD: http://www.acq.osd.mil/dpap/Docs/pbsag uide010201.pdf 21 Contact Information John.Wahl@DAU.MIL Jason.Hamilton@DAU.MIL
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