NCMA September 2016 Newsletter Final 20161014 · 2016. 10. 14. · These are great networking...

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NCMA News San Diego Chapter September 2016 Volume 13 Issue 5 INSIDE THIS ISSUE 1…President’s Message 2…Featured Board of Directors Member 3…Interview with Sarah Ahn 4…Calling New Members 5… Minding The Gap Workshop 6…Oktoberfest 7…NCMA & AGA Workshop 8…2016-2017 Calendar of Events 9...2016 - 2017 Board of Directors 10…2016 -2017 Advisors and Chairpersons 11…Membership Application http://www.ncmasd.org President’s Message Daniel Chalfant, CPCM/President Dear Members, Welcome to the 2016-2017 program year! I am pleased to be the San Diego Chapter President once again. We have a newly elected Board of Directors with a good combination of new ideas and seasoned veterans. The San Diego Chapter has a new Strategic Plan with a new Mission and Vision statement. Our Mission: “The NCMA San Diego Chapter’s mission is to advance the contract management profession in San Diego County. The Chapter provides educational programs to its local members, and fosters their professional growth and development through Chapter leadership, certification training, and networking opportunities.” In addition, the new Board has been able to reduce the cost of the workshops and seminars. See our website (www.ncmasd.org ) for more information on the Strategic Plan. This fall we start our new program year with some exciting topics and dynamic speakers. In September Roger Duke, Vice President of General Atomics spoke on “Minding the Gap” between the prime contract and subcontract. Gaps and overlaps in subcontracting can be very costly for any contractor. In October, we have a joint meeting with the Association of Government Accounts (AGA) to address the confusion surrounding the use of Consultants vs. Employees vs. Subcontractors vs. Vendors. A panel of subject matter experts will provide guidance in making wise choices in this area. In November, William M. Pannier will speak on “Out of Scope Work” including Changes, REAs and Claims. He is a senior counsel in Holland & Knight's Los Angeles office. Mr. Pannier practices in the areas of federal, state and local government contracts. FREE events this fall include three Contract Administrator Round Table

Transcript of NCMA September 2016 Newsletter Final 20161014 · 2016. 10. 14. · These are great networking...

Page 1: NCMA September 2016 Newsletter Final 20161014 · 2016. 10. 14. · These are great networking events to get to know other contracting professionals in San Diego. If you are not currently

NCMA NewsSan Diego Chapter

September 2016Volume 13

Issue 5

INSIDE THISISSUE

1…President’s Message

2…Featured Board of

Directors Member

3…Interview with Sarah Ahn

4…Calling New Members

5… Minding The Gap

Workshop

6…Oktoberfest

7…NCMA & AGA Workshop

8…2016-2017 Calendar of

Events

9...2016 - 2017 Board of

Directors

10…2016 -2017 Advisors

and Chairpersons

11…Membership Application

http://www.ncmasd.org

President’s MessageDaniel Chalfant, CPCM/President

Dear Members,

Welcome to the 2016-2017 programyear! I am pleased to be the SanDiego Chapter President once again.We have a newly elected Board ofDirectors with a good combination ofnew ideas and seasoned veterans. TheSan Diego Chapter has a newStrategic Plan with a new Mission andVision statement. Our Mission: “TheNCMA San Diego Chapter’s missionis to advance the contract management profession in San Diego County.The Chapter provides educational programs to its local members, andfosters their professional growth and development through Chapterleadership, certification training, and networking opportunities.” Inaddition, the new Board has been able to reduce the cost of theworkshops and seminars. See our website (www.ncmasd.org) for moreinformation on the Strategic Plan.

This fall we start our new program year with some exciting topics anddynamic speakers.

In September Roger Duke, Vice President of General Atomics spoke on“Minding the Gap” between the prime contract and subcontract. Gapsand overlaps in subcontracting can be very costly for any contractor.

In October, we have a joint meeting with the Association of GovernmentAccounts (AGA) to address the confusion surrounding the use ofConsultants vs. Employees vs. Subcontractors vs. Vendors. A panel ofsubject matter experts will provide guidance in making wise choices inthis area.

In November, William M. Pannier will speak on “Out of Scope Work”including Changes, REAs and Claims. He is a senior counsel in Holland& Knight's Los Angeles office. Mr. Pannier practices in the areas offederal, state and local government contracts.

FREE events this fall include three Contract Administrator Round Table

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Page 2 NCMA News – San Diego

Interested in Becoming a NCMA Member?Go to http://www.ncmasd.org/membership/joinncma.html to learn more about membership benefits and dues.

(CART) meetings, held on the second Wednesday of each month. TheCART meetings provide an open forum for specific questions andanswers on contract management issues. We will have an Octoberfestsocial on October 5, and a holiday party planned for December 9, 2016.These are great networking events to get to know other contractingprofessionals in San Diego.

If you are not currently a NCMA member, please visit our website andclick on “Membership” on the left-hand side, and then “Join NCMA” forinformation on the benefits of being a member.

NCMA members receive free copies of “Contract Management”magazine and pay a reduced price for workshops and seminars.Remember, all NCMA San Diego workshops and seminars qualify forContinuing Professional Education (CPE) credits towards professionalcertification.

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Page 3 NCMA News – San Diego

Interested in Becoming a NCMA Member?Go to http://www.ncmasd.org/membership/joinncma.html to learn more about membership benefits and dues.

Featured Board of Director MemberMeet Kristy Schultz, NCMA Education Director

Kristy Schultz is the Assistant Contracts Manger atVector Planning & Services, Inc. (VPSI), a smallbusiness located in San Diego. VPSI’s core competenciesinclude IT, Cyber Security, and Systems Engineeringservices with extensive experience across the DoD andFederal agencies.

Kristy has eight years of experience in the field ofcontracts administration, subcontracts administration, andproposal / pricing support. She holds a BA in Finance anda MBA from San Diego State University (SDSU). Kristy

has her Contract Management certificate and Advanced Contract Management certificate from SDSUalso. She has been a member of NCMA for five years and is looking forward to the challenges thatcome with her new role within the San Diego chapter. She is currently pursuing a Certified ProfessionalContract Manager (CPCM) certificate through NCMA.

In her spare time Kristy enjoys playing slow pitch softball, traveling, and volunteering at OperationGreyhound (a non-profit organization that rescues racing greyhounds from dog tracks in Mexico).

NCMA Advancing Professionals Award RecipientAn Interview with Sarah Ahn by Theresa Robinson Harris

Sarah Ahn was recently named a recipient of the NCMA Advancing Professionals Award.This award was established in 2012 to provide peerrecognition to the rising stars and top performers in thecontract management profession under the age of40. These professionals, who are the future of contractmanagement, come from academia, government andindustry. The award will be presented at the GovernmentContract Management Symposium (GCMS) inWashington DC in December, 2016.

In light of her achievements, I sat down with Sarah to talkcontract management and discuss heraccomplishments:

Q: How did you get started in contract management?

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Page 4 NCMA News – San Diego

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A: As a recent graduate from the University of Virginia, I entered the Department of the Navy’s, NavalAcquisition Intern Program (NAIP) in the Contract Specialist series (1102) where as a civilian I wasassigned to the Contracts Directorate at the Naval Sea Systems Command (NAVSEA) in WashingtonD.C.

Q: Why contract management; could you see yourself working in another field and if so what fieldwould that be?

A: I sort of fell into contracts by accident. It’s definitely not something I would have gone to school for,it’s hard to even explain what it is! I see myself continuing to work in the field and potentially,sometime in the long term, teaching in contracts management.

Q: What do you like best about working in contract management?

A: I like that our function allows us to apply sound business judgement within the confines of structuredframework. I also enjoy working with different program/product teams through the contracting process.Working with diverse teams allows for the fostering of new ideas and innovation—which can ultimatelyinspire people to do great things.

Q: What and/or who would you say helped you along your journey into being recognized today as one ofNCMA’s top young professionals?

A: I have been blessed with having very great mentors during the last ten (10) years. I believe they havebeen instrumental in fostering my professional growth. Mentors have a way of seeing things that youmight not be able to see in yourself.

Q: What would you say to managers reading this interview as far as advising them on how to supportyoung professionals in advancing their careers?

A: I think one of the biggest challenge in our field right now is the demographic shift. I wouldrecommend to managers (and young professionals as well) to have an open mind about the differentexperiences and viewpoints we all bring to the table.

Q: Where do you see yourself in the next 5 to 10 years?

A: I see myself continuing to tackle contracts related challenges at my current position at ViaSat, therecertainly has very rarely been dull moments in the last three (3) years here. Perhaps finishing myadvanced degree part time.

Q: How can individuals in the profession motivate and inspire young professionals like yourself?

A: Lead by example, strive to be a contracts professional worth emulating. Be available for mentoring,or even just as a sounding board.

Q: What is your advice to young professionals entering the contract management field?

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A: Always be willing to take on new challenges and activeto something unexpected and help you grow both professionally and personally

Calling New Members

$350, which help us provide programs to our members and keep event prices down.of our current members to seek out and get new people to join our Chapter. Think of those you workwith or that are in your network. NCMA can benefit not oninvolved in contracting at any stage of the process, including subcontracts, attorneyand others.

Two ways to sign up and earn the incentive• On-line: When members join online, they wilbe asked if they were referred to NCMA bythe new member initiative if the member selects yes.peers/join- to join today.

• Paper form: Use the form belowup the new member in order to obtain the credit.

NCMA News

Interested in Becoming a NCMA Member?http://www.ncmasd.org/membership/joinncma.html to learn more about membership benefits and dues.

Always be willing to take on new challenges and actively seek out new opportunities. They may leadto something unexpected and help you grow both professionally and personally.

Calling New Members to Join NCMABy Bryan Felber

For this program year NCMA has implemented a NewMember Initiative (NMI). The NMIrewards our Chapter’s hard work! Every new NCMAmember that joins the San Diego Chapter from July 2016through June 2017 will earn our Chapter $25. The membermust be brand new to NCMA (not aand must be signed up under in one of the two methodsdescribed below. The new member will reap all of thebenefits of membership and the Chapter willreward to help fund our programs. Last

us provide programs to our members and keep event prices down.of our current members to seek out and get new people to join our Chapter. Think of those you workwith or that are in your network. NCMA can benefit not only from having contracts people, but anyoneinvolved in contracting at any stage of the process, including subcontracts, attorneys, program managers,

earn the incentive:When members join online, they will be asked to choose their chapter. Then they will

be asked if they were referred to NCMA by the San Diego chapter. The chapter will get credit towardsthe new member initiative if the member selects yes. Click on http://www.ncmahq.org/connect

form below to access the New Member Initiative paper aup the new member in order to obtain the credit.

NCMA News – San Diego

to learn more about membership benefits and dues.

ly seek out new opportunities. They may lead

NCMA

implemented a Newis a program that

rewards our Chapter’s hard work! Every new NCMAChapter from July 2016

June 2017 will earn our Chapter $25. The membernew to NCMA (not a reinstating member)

and must be signed up under in one of the two methodsdescribed below. The new member will reap all of thebenefits of membership and the Chapter will gain a small

Last year we earnedus provide programs to our members and keep event prices down. We encourage all

of our current members to seek out and get new people to join our Chapter. Think of those you workly from having contracts people, but anyone

s, program managers,

be asked to choose their chapter. Then they willchapter. The chapter will get credit towards

http://www.ncmahq.org/connect-with-

paper application to sign

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Page 6 NCMA News – San Diego

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Minding the Gap WorkshopBy Victoria Marin

Our first workshop of theprogram year got off to a greatstart with our presenter, Roger D.Duke, Vice President of Contractsand Procurement at GeneralAtomics Aeronautical Systems,Inc. (GA ASI). Mr. Dukepresented us with the topic of“Minding the Gaps between thePrime Contract and Subcontract”.Mr. Duke’s vast experience of over 30 years working in Contracts,Procurement, and Subcontracts made him a perfect candidate to educate us onthe gaps between all the parties within our government contracts. Over the

years, Mr. Duke has had firsthand experience with these gaps as he has worked for both large and smallcompanies. He believes one of the greatest risks in executing government contracts is the failure toadequately manage subcontractors where there is no privity. For example, large companies need toremember that small companies do not have the experience, financials, or bandwidth to handle all thegovernment terms and conditions flowed down to them from either the government or prime contractor.Nor do they have the privity with the government. A common gap seen in the industry is ‘CustomerRequirements vs. Business System Regulatory’. The customer and DCMA have different objectives.So how can a company of any size work to meet the guidelines of both and still successfully win andmanage a contract? Business Systems Requirements slow programs and procurements down. Not tomention compliance is expensive especially for a small business. Business Objectives Often in Conflictwith Regulatory Timeliness, as we see frequently during the proposal process; Average subcontractorproposal timeline for FAR Part 15 is 45 days minimum to be compliant and few subcontractors even getthis amount of time after the Prime Contractor reviews the RFP nor do they have the expertise andsystems to be in full compliance of FAR Part 15 Checklist.

There is even more of a gap when dealing with the Government Acquisitions, commercial FAR Part 12,as they neither favor nor support UCC Contracting. With all the heavy burdens of the Ts & Cs, thegovernment does not seem to encourage government contractors to do commercial work. Far Part 12 isa huge hurdle for many commercial companies and involves much subjectively. These commercialcompanies are being forced into Far Part 15 due to technicalities and large company Primes forcing flowdowns to small business seem unfair and add much risk to the company. For example, how would acommercial company meet government MIL standards in testing?

Being on the Prime and Subcontractor side of the contract, we have all found ourselves dealing with theheavy flow-down abuse seen from the Prime Contractor side. A Prime contractor cannot just flow every

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Page 7 NCMA News – San Diego

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single term and condition down to a subcontractor without a thorough review and especially if thatsubcontractor is a small business. This would be a huge risk and financial liability to a small business.However, both sides need to be aware of what terms they are passing down or receiving. Being asubcontractor does not mean you have to accept every clause flowed down. It is the responsibility of thesubcontracting company to determine what clauses are mandatory, necessary or risky and then tonegotiate these terms with their prime. This is a skillset that Mr. Duke has highly stressed for eachcompany to find and utilize in their workforce.

Mr. Duke emphasized that companies do need to comply and execute, do not take shortcuts, and it’s therole of the Gap Minder(s) to figure out which requirements are most necessary and critical to follow firstand have systems in place to handle these critical requirements so not to slow down your business. GapMinders need to be in place in every company. The most successful companies have created strategicsupplier management leaders to achieve business objective while meeting compliance requirements.Because if we are not minding the gap, we will fall short of our requirements, over spend, and/or losebusiness.

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Page 8 NCMA News – San Diego

Interested in Becoming a NCMA Member?Go to http://www.ncmasd.org/membership/joinncma.html to learn more about membership benefits and dues.

NCMA San Diego Oktoberfest Mixer andMembership Appreciation Event

We observed the start of a new program yearon October 5 at our Oktoberfest Mixer. We,again, took advantage of San Diego’s vibrantcraft brewing industry and visited IntergalacticBrewing and enjoyed some of their awardwinning brews.

The event was open to members and theirguests. The Chapter provided snacks and softdrinks. The brewery had a good selection ofbeer, including five German style selections inhonor of Oktoberfest.

Those who attended had the opportunity tomeet other members or possible prospectivemembers, to network, and to learn more aboutthe chapter, the new program year, and theprofession and/or just to socialize.

We hope you’ll join us for the next mixer,likely in May at another craft brewery.

Prost!

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Page 9 NCMA News – San Diego

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NCMA and AGA Joint Workshop

Upcoming Event

What is the Difference Between:

Subcontractor v Vendor v Temp Labor v Consultant

& Consultant v Employee

Seminar will cover considerations in determining type of category suppliers fall into:

- FAR/DFARS definitions and references

- Department of Labor/ Labor Laws

- Customer Approvals

- Company Policies

- Burdens & Fee

Presented by:

Nick Sanders, Apogee Consulting, Inc.Mr. Sanders has over 25 years’ experience in all facets of Federal government cost accounting, pricing, and administration.He is an expert in FAR and CAS, experienced in prime contract administration and procurement, calculation of indirect costrates, and indirect cost rate proposals and structures. For more information, see www.linkedin.com/in/nick-sanders-5670657

Cathy Akin, Akin & AssociatesMs. Akin is a Human Resources Consultant with 40 years’ experience in HR management positions. Her expertise is in allareas of HR including Employment Law, Compensation, Recruiting, and Benefits. For more information, see

www.linkedin.com/in/cathyakin

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Page 10 NCMA News – San Diego

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Date: Wednesday, October 19, 2016

Time: 8:00 am – 11:30 am

Registration, continental breakfast and networking 8:00 am – 8:30 amPresentation commences promptly at 8:30 am

Four Points by Sheraton

Location: 8110 Aero Drive

San Diego, CA 92123

$60 for NCMA/AGA Members Cost: $80 for Non-Members

The registration deadline is Friday, October 14th.

How to Register online at www.ncmasd.org or email the attached registration form toRegister [email protected]. Payment may be made at the door or by PayPal.

and Pay: Please see details on the registration form.

Interested in becoming an NCMA or AGA Member?Go to www.ncmahq.org or www.sdaga.org to learn more about membershipbenefits and dues

Registration Formfor

SEMINAR

Dates:

Wednesday, October 19, 2016 Time: 8:00 am – 11:30 am

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Location:Four Points by Sheraton

8110 Aero Drive

San Diego , CA 92123

The registration deadline is:

R Overview and

Register online at

www.ncmasd.org

Pay at the door via cash, check or

credit card

Checks: Please make payable to “National Contract Management AssociationCredit: NCMA San Diego accepts Visa, MasterCard, Discover and American Express.Money Orders and Travelers Checks: NCMA San Diego does not accept money orders or traveler's checks.

The Chapter is charged for those who register but do not attend; th

If you don't receive confirmation of registration within three business days, please contact Chris at

NCMA News

Interested in Becoming a NCMA Member?http://www.ncmasd.org/membership/joinncma.html to learn more about membership benefits and dues.

Cost: $60 for NCMA/AGA Members

for non-Members

The registration deadline is: Friday, October 14th

Register online at

www.ncmasd.org OR

Email this completed form

to

[email protected]

How to Pay

Pay at the door via cash, check or

credit card OR

Pay with credit card

via PayPal (preferred)

Checks: Please make payable to “National Contract Management Association – San Diego Chapter.” Checks must be for US funds only.Credit: NCMA San Diego accepts Visa, MasterCard, Discover and American Express.Money Orders and Travelers Checks: NCMA San Diego does not accept money orders or traveler's checks.

The Chapter is charged for those who register but do not attend; therefore, all no shows will be billed.

If you don't receive confirmation of registration within three business days, please contact Chris at

[email protected]

NCMA News – San Diego

to learn more about membership benefits and dues.

$60 for NCMA/AGA Members

$80

Email this completed form

[email protected]

Pay with credit card

via PayPal (preferred)

San Diego Chapter.” Checks must be for US funds only.

erefore, all no shows will be billed.

If you don't receive confirmation of registration within three business days, please contact Chris at

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Page 12 NCMA News – San Diego

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2016-2017 CALENDAR OF EVENTS

Seminars/Workshops

Date & Time Location Topic Guest Speaker(s)

Wed. SEP 218:00am -9:30am

Four Points bySheraton

Kearney Mesa

Prime/Subcontract Management“Minding the Gap”

Roger D. Duke, Vice President,Contracts and Procurement,

GA-ASI

Wed. OCT 198:00am -11:30am

Four Points bySheraton

Kearney Mesa

Subcontractor vs. Vendor vs. Consultantvs. Employee

Joint meeting with AGA

Randall Gibson, DefenseAcquisition University & Nick

Sanders, Apogee Consulting &Cathy Akin, Akin & Associates

Wed. NOV 168:00am -9:30am

Four Points bySheraton

Kearney Mesa

“Out of Scope Work”Changes, REAs, Claims, Etc

William Panier, Holland &Knight, Los Angeles, CA

Wed. JAN 188:00am -11:30am

Four Points bySheraton

Kearney Mesa

Negotiation Terms & ConditionsBuyer and Seller Perspectives

Erin Felix & Greg Jacobs,Polsinelli PC

Washington DC

Wed. FEB 158:00am -9:30am

Four Points bySheraton

Kearney Mesa

New Cyber Security Rules“the Hillary Clause’

Tony Lopez, Vice President,Business Development and

Information Systems at INDUS

Wed. MAR 158:00am -9:30am

Four Points bySheraton

Kearney Mesa

Public Contracting Institute TBD

Wed., APR 198:00am – 11:30am

Four Points bySheraton

Kearney Mesa

Small Business Audits“How to Pass with Ease”

Rochelle Lowe, Chief,County of San Diego,

Department of Purchasing andContracting

Wed., MAY 178:00am – 9:30am

Four Points bySheraton

Kearney Mesa

Local Clauses (Beyond the FAR/DFARS)Concerns and Cautions

Donald Mansfield , DefenseAcquisition University

Wed., JUN 218:00am – 11:30am

Four Points bySheraton

Kearney Mesa

Contractor Purchasing Systems ReviewCurrent Environment

Will CannonBryan FelberMark Hijar

Webinars

Date & Time Location Topic Presenters

TBD TBD TBD TBD

TBD TBD TBD TBD

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Page 13 NCMA News – San Diego

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2016-2017 NCMA-SD Board of Directors

Dan Chalfant, CPCMPresident

[email protected]

Nalani Moore, CFCMVice President

[email protected]

OPEN POSITIONSecretary

[email protected]

Thomas SalyersTreasurer

[email protected]

Christine “Chris” LasiterArrangements [email protected]

Kristy ShultzEducation [email protected]

Bryan Felber, CPCM, CFCMMembership [email protected]

Theresa RobinsonHarris ImmediatePast President

[email protected]

2016 – 2017 NCMA-SD Advisors & Chairpersons

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Brian Greenberg, Fellow, CPCMChapter Advisor & CART Chair

(Carlsbad)[email protected]

Rochelle LoweChapter Outreach, Small

Business and [email protected]

g

DoD Liaison

[email protected]

Maggie Joseph-CampbellNewsletter Editor

[email protected] Outreach Chair

NCMA News

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Chapter AdvisorChapter

Jack PellegrinoChapter Advisor

[email protected]

Tim DowdDoD Liaison & Chapter

[email protected]

Victoria MarinEmployment

[email protected]

Maurice Caskey, Fellow,

[email protected]

Reina BergforsOutreach Chair -College

[email protected]

Tammie RippieChapter Business

Outreach VolunteerOutreach-SB-

[email protected]

NCMA News – San Diego

to learn more about membership benefits and dues.

Jack FrieryChapter Advisor

[email protected]

Maurice Caskey, Fellow,CFCM, CCCM

Fellows & Awards

[email protected]

Mike GenoveseWebinar Chair

[email protected]

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Page 15 NCMA News – San Diego

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Quyen Tran, CPCM,CFCM, CCCMWebsite Chair

[email protected]

Gabe OlivasCART Chair (San

Diego)[email protected]

Melissa CaudilloSocial Media Chair

[email protected]

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Page 16 NCMA News – San Diego

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