us department of energy 2011 pert conference best practice presentation 1 prime contract crosswalk...

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US Department of Energy2011 PERT ConferenceBest Practice Presentation

PRIME CONTRACT CROSSWALK

David Chen

Deputy Procurement Manager

Lawrence Berkeley National Laboratory

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PERT Best Practice

High Level Observation: “Prime contract High Level Observation: “Prime contract crosswalk and policies and procedures crosswalk and policies and procedures provide a solid structure for the procurement provide a solid structure for the procurement system.”system.”

Assurance Criteria Observation: “The team Assurance Criteria Observation: “The team was impressed with the level of detail in the was impressed with the level of detail in the crosswalk.”crosswalk.”

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What & Why? All provisions of a DOE M&O contract should All provisions of a DOE M&O contract should

undergo a systematic review to:undergo a systematic review to: Identify all Procurement-related requirements, Identify all Procurement-related requirements,

andand Identify if and how those requirements apply and Identify if and how those requirements apply and

are implemented.are implemented.

LBNL’s Prime Contract Crosswalk was developed to LBNL’s Prime Contract Crosswalk was developed to document this systematic review.document this systematic review.

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How Is It Set Up? The Crosswalk is an Excel document consisting of The Crosswalk is an Excel document consisting of

these worksheets:these worksheets: Prime Contract ClausesPrime Contract Clauses Clause I.114, Contractor Purchasing System Clause I.114, Contractor Purchasing System

(DEAR 970.5244-1) (DEAR 970.5244-1) DEAR 970.44DEAR 970.44 Prime Contract AppendicesPrime Contract Appendices Appendix G, Purchasing SystemAppendix G, Purchasing System Appendix I, DOE Directives Appendix I, DOE Directives Appendix I, ESH StandardsAppendix I, ESH Standards

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Each worksheet identifies:Each worksheet identifies: The number(s) and title of the ProvisionThe number(s) and title of the Provision Whether or not it is procurement-relatedWhether or not it is procurement-related If it is a clause, whether:If it is a clause, whether:

it is procurement-relatedit is procurement-related flowdown to subcontractors is requiredflowdown to subcontractors is required

The implementing procurement document(s) The implementing procurement document(s) used at LBNLused at LBNL

Comments describing the requirement and its Comments describing the requirement and its applicationapplication

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Important FeatureImportant Feature The listings provide for expansion to track all of The listings provide for expansion to track all of

the individual elements of a provision that is the individual elements of a provision that is multi-faceted.multi-faceted.

Example: “Contractor Purchasing System” Example: “Contractor Purchasing System” Clause is identified in the Contract Clauses Clause is identified in the Contract Clauses crosswalk, but its various paragraphs are crosswalk, but its various paragraphs are addressed in a separate crosswalk.addressed in a separate crosswalk.

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How Is It Used? The Crosswalk was initially used to identify The Crosswalk was initially used to identify

and address gaps in implementing the prime and address gaps in implementing the prime contract procurement-related requirements.contract procurement-related requirements.

Now it is used to ensure new or revised Now it is used to ensure new or revised procurement-related requirements due to procurement-related requirements due to prime contract modifications are properly prime contract modifications are properly identified, implemented, and tracked.identified, implemented, and tracked.

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Prime Contract Clauses

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I.114, Contractor Purchasing System (DEAR 970.5244-1)

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DEAR 970.44

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Prime Contract Appendices

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Appendix G, Purchasing System

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Appendix I, DOE Directives

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Appendix I, ESH Standards

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LBNL CONTACT FOR QUESTIONS

John O’NeillJohn O’Neill

1 Cyclotron Road, MS 71R02591 Cyclotron Road, MS 71R0259

Berkeley, CA 94720Berkeley, CA 94720

Tel: 510-486-7344Tel: 510-486-7344

Fax: 510-486-4380Fax: 510-486-4380

Email: [email protected]: [email protected]

us department of energy 2011 pert conference best practice presentation 1 prime contract crosswalk...

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