Procurement Evaluation and Re-Engineering Team (PERT)
Peer Reviews
2011 Peer Reviews
2
Review Site
Los Alamos National Security
River Corridor Closure Servces
Strategic Petroleum Reserve
Argonne National Labortaory
Lawrence Livermore National
Labortaory
Stanford National Linear Accelerator
Laboratory
Dates January 24-29 April 25-29 May 2-6 June 13-17 August June 13-17Team Lead
John Robinson - ORP
Pat Marmo - CH2M Hill PRC
Amber Romero - SNL
Rod Templon - PPPL
Joe Collins - FNAL
TeamCeceila Rowe -
ORNLTodd Hanson -
DOE/HQDave Ferguson -
NNSA/SSOPaul Biagioli
KCP Steve Law NNSA/HQ
Kim Gallegos - NNSA/SC
Barbara Stearrett NNSA/NA-63
Jay Johnson -SRNS
Kelly Miller - LLNL
Bob Gordon DOE/BSO
Cheryl Thompson DOE/HQ
Eileen Nasto - LBNL
Carol Elliott NNSA/SRSO
Don Rawlings - BNL
Dan Saiz - NNSA SC
Steve Law NNSA/HQ
Sam Felix - SNL
Dennis Wilson DOE/CH
Bob Dykes Brown & Root
Karl Duke - ANL
Tony Quadagni - BNL
Mary-Faith Healey - BNL?
Mellie Cannady SNL
Sonny Rogers - ORNL
Lori Wright - SRNS
Mike Duboisi - BNL
Kristin Palmer - DOE/ASO
Maria Robles - DOE/BSO
Lori Wright - SRNS
Mark Waite JLAB
Mike Depeel - PRC
Don Trybul - Bechtel
Evelyn Landini - DOE/BSO
Sergio Martinez DOE/ASO
INL (?) Lisa Rogers - DOE/FSO
Randy Combs NREL
Carolyn Lucas KCP
Strengths and/or Best Practices across multiple Sites◦ Internal customers involved in Acq. Planning (3)◦ Leveraging buying power (2)◦ Controls for rapid purchasing techniques (3)◦ Integration of ES&H, Security, etc. (4)◦ Use of Automation (1+1)◦ Internal customer education on required inputs (2)◦ Controls for specialized purchasing methods (3 BP)◦ Protection against Fraud, Waste, Abuse (1+1)◦ Specialized Purchasing: Policies & training (1+1)
2011 Peer Review Trends
3
2011 Peer Review Trends
Isolated Best Practices◦ Specialized Purchasing Methods conforming
to requirements and good business practice Weaknesses across multiple Sites
◦ File Documentation Best overall criteria performance
◦ Reduction of subcontract performance risks & facilitation of quality relationships
Worst overall criteria performance◦ No overall “Weakness” in any major criteria
area
4
2011 Isolated Weaknesses
◦ Requiring activities and purchasing involved together in effective purchase planning
◦ Pre-award cost/price analysis◦ Analysis of options before exercising◦ Copies/compliance of insurance certificates◦ Internal customer education on required
inputs◦ Minimizing Sole Source awards◦ Periodic audit of cost reimbursement and
post-award cost/price issues◦ Frequency/timing of procurement training◦ Post award administration records
5
Strengths◦ Advanced Procurement Planning◦ Small Business Outreach◦ Robust Training Programs Customers◦ Succession Planning◦ Self Assessment Processes◦ Corrective Actions in Response to Lessons Learned and Findings from
Prior PEER Reviews Weaknesses
◦ File Documentation◦ Cost and Price Analysis ◦ Lack of Resources (personnel)
Best Practice◦ Contractor Labor Time Reporting (CTLR) System◦ Purchasing System Policies: Requirements of Prime Contract, Applicable Laws,
Regulations◦ Relationship with Subcontractors and Suppliers◦ System in Place to Prevent the Award of a Construction Subcontract to
the A&E Company or Affiliate Who Prepared the Design
2010 Review Trends
6
2009 and 2008 Peer Review Comparisons
2008 Review Trends◦ Strengths and Best Practices
Leveraged Buying Power
Rapid Purchasing Techniques Strategic sourcing
Advanced Procurement Planning
Subcontractor Performance Evaluation Systems
Use of Technology for Efficiency: Electronic Certified Payroll, Contract Audit System
Robust Assessment Programs Customer Feedback for Continuous Improvement
Small Business Outreach Acquisition Process Internal Cost/Price
Analysis Teams◦ Weaknesses
No Trended Weaknesses
7
2009 Review Trends◦ Strengths - Rapid Purchasing
Techniques, Advanced Procurement Planning, Use of Technology for Efficiency, Small Business Outreach, Robust training programs customers
◦ Best Practices - Use of Technology for Efficiency: Ariba electronic workflow requisition, Open Rating’ database, Advanced Procurement Plan (APP). NSE Roof Asset Management Program contract (RAMP)
◦ Weaknesses - File Documentation, Cost and Price Analysis
Observation Comparison FY08-FY11
8
FY08 (9) FY09 (8) FY10 (9) FY11 (6)
Best Practices 5 5 6 7
Strengths 82 65 43 42
Weaknesses 19 19 25 13
9
Team Leads: Ensure you are using the current version of the Assurance Criteria
ANL: Received “Strength” in File Documentation
LANS: Specialized Purchasing Methods (P-Card, Rapid Purchasing, etc.) policies, procedures and controls: YOU ROCK!!!!
Discussion item: “raising the bar” as improvements are realized at multiple sites
Wrap-Up
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