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NCMA Puget Sound Chapter

(Seattle, Washington)

Thursday, November 13, 2008

7:30 AM-4:00 PM    Check-In, Meeting and 7-Hour Seminar

General Services Administration Regional Office (GSA)

Auburn, Washington

 

"Solicitations, Bids, Proposals, and Source Selection – Building a Winning Contract"

 

Please join us….

Building a contract, in both the public and private business sectors, which meets or exceeds the requirements of the buyer and seller is indeed a challenge, especially in a world of high expectations and demanding customers. This seminar provides a comprehensive roadmap or series of steps, which can be taken by both buyers and sellers to achieve mutual business success.

The focus of this seminar is on the art and science of building a winning contract by:

  • Creating appropriate and professional solicitations (request for quotes, invitations for bids, request for proposals, etc.);

  • Developing successful bids/proposals (including verbal presentations); and

  • Conducting efficient, cost effective, and value-added source selection.

Every attendee will receive a copy of Solicitations, Bids, Proposals, and Source Selection—Building a Winning Contract.

Course Outline

Unit 1: The Buying and Selling Lifecycle (Exercise: Q&A)

Unit 2: Pre-bid/Proposal Phase: Procurement Planning, Solicitation Planning, and Preparation (Exercise: Q&A)

Case Study: Acquisition Strategy

Unit 3: Pre-bid/Proposals Phase: Pre-sales Activities and Bid/No Bid (Exercise: Q&A)

Unit 4: Bid/Proposal Phase: Bid/Proposal Development and Reviews

Case Study: IT Managed Services

Unit 5: Bid/Proposal Phase: Source-selection Planning and Evaluation (Exercise: Q&A)

Unit 6: Post-bid/Proposal Phase: Contract Negotiation and Formation

 Attendance certificate with 7.0 hours of training credit will be provided.

 

Speakers:. Charles Rumbaugh, CPCM, Fellow; Diane Foucher, CPCM, Fellow

 

Location and Parking:. General Services Administration Regional Office
400 15th Street SW, Auburn WA 

 

 

 

Agenda:

7:30 AM – 8:00 AM      Check-in, Meeting

8:00 AM – Noon            Seminar

12 Noon                          Lunch Break – Lunch will be provided

1:00 PM – 4:00 PM         Seminar

 

Reservations:

Price $350.00 Members / $390.00 Non-members

MEMBERS NON-MEMBERS
 
 

 

RSVP:

Contact  by e-mail: linda_ferguson@bio-rad.com or call 425-498-1764 to reserve for this seminar.  For name tags, please provide your name and title (or the organization you support) and the company name for which you work.

 

Payment Options:

Checks payable to: NCMA Puget Sound Chapter / Mail to: Linda Ferguson, Bio-Rad Laboratories, Inc., 6565, 185th Avenue NE., Redmond, WA  98052;  Electronic Payment: Via Pay Pal available on the chapter website: www.ncmaps.org

 

Cancellations received one week prior to this event will receive a full refund, less a $95.00 administrative fee.

 

Bios:  

 

Charles E. Rumbaugh, JD, CPCM, Fellow

 

Charles E. Rumbaugh is an attorney practicing in commercial/international/government contract law with an emphasis in the private dispute/negotiation related arena as an educator/trainer, professional speaker, arbitrator/mediator, private judge, and ADR Consultant. He is a frequent writer/publisher and speaker on substantive topics including Business/International Trade, Government contracting/acquisition, advanced/basic Negotiation, Mediation, and Arbitration skills training seminars/workshops in Latin America, Canada, Far East, and throughout the United States. He has published/distributed the widely recognized “Contractual/Regulatory Update” and “ADR Tips” for over 10 years.

 

Previously, Mr. Rumbaugh was Corporate Director of Contracts & Pricing for Lear Astronics Corporation where he was responsible for the contracts, pricing, and business management functions. Earlier he was Assistant to Corporate Vice President, Contracts policy and legal counsel at a major business unit for Hughes Aircraft Company (Hughes Electronics). Before joining Hughes he was Corporations Counsel for the California Department of Corporations.

 

Mr. Rumbaugh received his Bachelor of Science degree in engineering from UCLA and was employed as an engineer with Westinghouse Electric Corporation prior to attending California Western School of Law where he received a Juris Doctor degree. He also has an ADR Mediation Certificate from Harvard University, Pepperdine University and Center for Conflict Resolution, and an Advanced Management Program Certificate from the USC Graduate School of Business.  He was recently elected a Senior Member of the Institute of Electrical and Electronic Engineers.

 

He has been adjunct professor/lecturer at several universities for their commercial/business, contract & procurement, international law and ADR/Negotiation programs including the Naval Postgraduate School and an advisor to the California State University Contracts and Supply Management Certification Program.  He is currently on Advisory Boards to the McGraw-Hill Contemporary Learning Series and Editorial Board of the Franchising Business & Law Alert

 

His  current/past  membership   on   arbitration  and  mediation panels  includes the Large, Complex Case Panel  of  the American Arbitration Association  as well as the following:

 

· Center for Conflict Resolution panel of Arbitrators/Mediators
· State of California Department of Insurance Qualified Mediator
· State of California Public Works Contract Arbitrator
· EEOC Qualified Mediator
· Los Angeles Superior Court Judge Pro Tem
· Former Federal Administrative Law Judge, EEOC
· Numerous Federal/State Courts and Administrative Boards and

Arbitrator/Mediator panels

 

Charles Rumbaugh is an active member of NCMA, past co-chair of its ADR committee, CPCM, Fellow, member of the NCMA Board of Advisors, and former member of the Editorial Board for the NCMA Journal. He also is immediate past Chair of the Federal Acquisition & Subcontract Management Group of the Institute for Supply Management. Mr. Rumbaugh is an active member of the American Bar Association (ABA) including past Chair to several committees and is currently a Co-Chair of the Arbitration Committee of the ABA Litigation Section. He is currently Co-Chair of the California State Bar ADR Committee of its Litigation Section.  He is also a member of the Procurement Committee of National Defense Industrial Association and has represented it on joint industry/Air Force ADR IPTs. 

P.O. Box 2636

Rolling Hills, CA 90274

 Arbitrator/Private Judge/Mediator

(310) 373-1981 / FAX (310) 373-4182

 

Diane E. Foucher, CPCM, Fellow

 

Diane Foucher is a CFCM, CPCM, and an NCMA Fellow. She is a Contracting Officer and Team Leader in the Research and Engineering Contracts Department, Naval Air Warfare Center Weapons Division (NAWCWD), China Lake, CA. Her contracting team negotiates and administers contracts including cost reimbursable and fixed price arrangements for research and development, services, hardware and commercial items. The teams’ contracts support integration of weapons systems onto the F/A-18 Hornet, AV-8B Harrier, and AH-1 Huey and Cobra aircraft, the Miniature RF Advanced Technology program, Aircraft and Weapons Survivability, and the Avionics Department. Diane has almost 29 years of Government contracting experience, beginning her career as a Contract Specialist Intern with the Army. Since 1981 she has served in numerous positions at China Lake, including contract management advisor (acquisition planning), ordering officer, lead procurement analyst in the Contracts Technology Office, and supervisory contracting officer managing both simplified acquisition and major contracts. Diane has been a speaker and provided training on numerous topics including Alpha Acquisition, Acquisition Innovation, Source Selection, Performance Based Contracting, Negotiation, Technical Data Rights, The Contracts Professional as a Business Manager, Teaming, Partnering and Communications. She co-authored and presented a paper at the 1999 Acquisition Research Symposium that won the Innovation in Acquisition Award. She is a Certified Professional Contracts Manager, Certified Federal Contracts Manager, NCMA Fellow, Defense Acquisition Workforce Improvement Act (DAIWA) Level 3 Certified, and member of the Acquisition Professional Community. Diane has been an active NCMA leader at the chapter, regional and National level, serving as the NCMA National Vice President for the Southwestern Region in 2000/2001. In October 2000, Diane was a member of the Contracts Management Delegation to the People''''s Republic of China, through the People to People Ambassador program. Diane has a B.A. in French and English from Oklahoma City University.


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Last updated: 07/06/08