Attachment C - 36C10B24Q0251 - Business Rules.xlsx

XLSX spreadsheet 214 KB Posted Apr 4, 2024

Attached to: DA10--Follow-on - OSDBU Event Management System Software as a Service (VA-24-00045626)
Solicitation number: 36C10B24Q0251
Issued by: Department of Veterans Affairs Technology Acquisition Center Austin

About this file

Written by GovTribe AI · Apr 4, 2024

This document appears to be a set of business rules and requirements for the Department of Veterans Affairs' OSDBU Event Management System Software as a Service contract (Solicitation 36C10B24Q0251). It outlines details such as registration types, activity types, host assignment rules, and participant attendance limits for various event activities like Business Opportunity Sessions, Networking Tables, Dining with Decision Makers, and Learning Sessions. The document defines the roles and responsibilities of different attendee types, including VA Procurement Decision Makers, Small Business Specialists, Government Executives, and Commercial Suppliers. It also specifies priority rules for scheduling activities and matching hosts to sessions. Overall, the document provides the technical and operational framework for managing the events and attendee participation under this federal contract opportunity.

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Other files

File	Type	Posted
36C10B24Q0251 0002.docx	DOCX document	Apr 25, 2024
36C10B24Q0251 Q_A.docx	DOCX document	Apr 25, 2024
36C10B24Q0251-amd 1.docx	DOCX document	Apr 11, 2024
Attachment G - Service Model Questions.docx	DOCX document	Apr 11, 2024
36C10B24Q0251 0001_1.docx	DOCX document	Apr 11, 2024
Attachment A - Required Capabilities Summary.docx	DOCX document	Apr 4, 2024
Synopsis - EMSS 36C10B24Q0251.docx	DOCX document	Apr 4, 2024
Attachment D - 36C10B24Q0251 - EMSS Reports.xlsx	XLSX spreadsheet	Apr 4, 2024
36C10B24Q0251_2.docx	DOCX document	Apr 4, 2024
36C10B24Q0251-FINAL.docx	DOCX document	Apr 4, 2024
Attachment E - 36C10B24Q0251 -EMSS Role and Permissions.docx	DOCX document	Apr 4, 2024
Attachment B - 36C10B24Q0251 - User Profiles.xlsx	XLSX spreadsheet	Apr 4, 2024

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Registratin types Is it complete and final when Agenda Generator is concerned Yes/No : +tomas@mybusinessmatches.com

Please double check. Adding types later on would make things more complicated , so it's in our best interest to make any changes here ASAP or finalize the list.

FYI

+rafal@mybusinessmatches.com _Assigned to you_ -Dominik Raginia +tomas@mybusinessmatches.com

Hey Tomas, can this be completed ? The list is final at least when AG is concerned ?

+rafal@mybusinessmatches.com FYI -Dominik Raginia For Hosts - Yessir. This is pretty much it.

-Tomas Moncivais

: +dominik@mybusinessmatches.com these are just hosting roles _Assigned to Dominik Raginia_

-Tomas Moncivais	Category	Name (Short)	Name (Long)
VA	PDMC	Procurement Decision Maker Contracting
VA	PDMP	Procurement Decision Maker Program
VA	SBS	Small Business Specialist
VA	EXE	Government Executive
VA	SES	Senior Executive Service
OGA	PDM	Procurement Decision Maker
OGA	SES	Senior Executive Service
OGA	EXE	Executive
Commercial	PDM	Commercial Procurement Decision Maker
Learning Session Presenter	VA Presenter	VA Presenter
Learning Session Presenter	OGA Presenter	OGA Presenter
Learning Session Presenter	SDVOSB - VA Verified Presenter	SDVOSB - VA Verified Presenter	This will be VIP Reg
Learning Session Presenter	VOSB - VA Verified Presenter	VOSB - VA Verified Presenter	This will be VIP Reg
Learning Session Presenter	SDVOSB - Self Certified Presenter	SDVOSB - Self Certified Presenter
Learning Session Presenter	VOSB - Self Certified Presenter	VOSB - Self Certified Presenter
Learning Session Presenter	Academia Presenter	Academia Presenter
Learning Session Presenter	Large Business Presenter	Large Business Presenter
Learning Session Presenter	Small Business Presenter	Small Business Presenter
Learning Session Presenter	Non-Profit Presenter	Non-Profit Presenter

Activity Types Is it complete and final ?

: +tomas@mybusinessmatches.com

Please double check. Adding new activity types later on would make things more complicated , so it's in our best interest to make any changes here ASAP or finalize the list.

FYI

+rafal@mybusinessmatches.com _Assigned to you_ -Dominik Raginia +tomas@mybusinessmatches.com Hey Did you get the chance to crosscheck this one ?

I would love to mark this as complete so we can move on :-)

Pls let me know Sir

FYI +rafal@mybusinessmatches.com

-Dominik Raginia			learning_session
Should be generated by Agenda Generator				business_requirement_sessions
Activity Type	Needs to be Added (Yes/No)	Notes		senior_leader_round_tables
Learning Sessions	Yes			executive_round_tables
Business Opportunity Sessions	Yes			networking_round_tables
Dining with Decision Makers (DWDM)	Yes			followup_meetings
Networking Roundtable (NRT)	Yes			general_session
Grab and Gab	Yes			dinning_with_decision_makers
Senior Leader Roundtable (Senior Leader Session)	Yes			one_on_one
General Session	Yes			senior_leader_overview
Scheduled one-on-ones	Yes
Executive Roundtables	Yes
Senior Leader Overview
Receptions	Yes
Expo Hall Visit	Yes
VA Staff Call	Yes
Informal(ad hoc) one-on-ones	No
VA Award Ceremony	Yes

Host Match Rules NEW

Priority Activity type AT IT VA PDMP VA PDMC VA SBS(SBL) : +tomas@mybusinessmatches.com SBS or SBL or both should be matched equal?

_Assigned to you_ -Rafal Lyczkowski

SBS

-Tomas Moncivais

VA SES

All OGA

All commercial

Same coi ?

Same organization

Same office

Same Company Name

Total hosts

Comment

BOS

Yes

N/A

Yes

BOS

Yes

N/A

Yes

BOS

0-1*

: +tomas@mybusinessmatches.com

Please check this algorithm

Get a list of all SBLs ang go one by one. Pick first SBL.

At first try to assign SBL to the session hosted only by 1PDM (no PDMC cohosts, no SBL co-hosts) from the same org as SBL. If found - assign SBL to this session as co host.

Then if session can't be found try to assign SBL to the session hosted by 2 PDMPs from the same organization (with no PDMC cohosts, no SBL co-hosts). If found - assign SBL to this session as co host.

Then if session can't be found try to assign SBL to the session hosted by 3 PDMP from the same organization (with no PDMC cohosts, no SBL co-hosts). If found - assign SBL to this session as co host.

Continue with n-th SBL until system will iterate over all SBL's.

_Assigned to you_ -Dominik Raginia + Another question

If there are still SBLs left not assigned should we try to add them to session with other SBLs already assigned (eg to make 1PDMP + 2SBL configuration or 2 PDMP + 2SBL etc) ?

+tomas@mybusinessmatches.com -Dominik Raginia +tomas@mybusinessmatches.com was this algorithm confirmed ?

-Dominik Raginia Yes

-Tomas Moncivais

Yes

N/A

Yes

SBL will be assigned to co-host BOS that have the least number of PDMP from / SBL organization and no PDMC from the same organization

SBL will be assigned to co-host BOS that have the least number of PDMP from

BOS

Yes

N/A

Yes

SBL will be assigned to co-host BOS that have the least number of PDMP from / SBL organization and no PDMC from the same organization

BOS

0-1*

Yes

N/A

Yes

SBL will be assigned to co-host BOS that have the least number of PDMP from / SBL organization and no PDMC from the same organization

BOS

Yes

N/A

Yes

SBL will be assigned to co-host BOS that have the least number of PDMP from / SBL organization and no PDMC from the same organization

BOS

0-1*

Yes

N/A

Yes

SBL will be assigned to co-host BOS that have the least number of PDMP from / SBL organization and no PDMC from the same organization

BOS

Yes

N/A

Yes

SBL will be assigned to co-host BOS that have the least number of PDMP from / SBL organization and no PDMC from the same organization

BOS

: NO SOLO HOSTING!

-Rafal Lyczkowski - - - - - : EXE and SES are excluded -Rafal Lyczkowski : +tomas@mybusinessmatches.com SBS or SBL or both should be matched equal?

_Assigned to you_ -Rafal Lyczkowski

SBS

-Tomas Moncivais : +tomas@mybusinessmatches.com

Please check this algorithm

Get a list of all SBLs ang go one by one. Pick first SBL.

At first try to assign SBL to the session hosted only by 1PDM (no PDMC cohosts, no SBL co-hosts) from the same org as SBL. If found - assign SBL to this session as co host.

Then if session can't be found try to assign SBL to the session hosted by 2 PDMPs from the same organization (with no PDMC cohosts, no SBL co-hosts). If found - assign SBL to this session as co host.

Then if session can't be found try to assign SBL to the session hosted by 3 PDMP from the same organization (with no PDMC cohosts, no SBL co-hosts). If found - assign SBL to this session as co host.

Continue with n-th SBL until system will iterate over all SBL's.

_Assigned to you_ -Dominik Raginia + Another question

If there are still SBLs left not assigned should we try to add them to session with other SBLs already assigned (eg to make 1PDMP + 2SBL configuration or 2 PDMP + 2SBL etc) ?

+tomas@mybusinessmatches.com -Dominik Raginia +tomas@mybusinessmatches.com was this algorithm confirmed ?

-Dominik Raginia Yes

-Tomas Moncivais		4	Yes	N/A	N/A	Yes	4	Commercial CPDM: Assign by COI and firm (cpmny_name). Minimum of 2 Maximum of 4
12	BOS	-	-	-	-	-	3	Yes	N/A	N/A	Yes	3	Commercial CPDM: Assign by COI and firm (cpmny_name). Minimum of 2 Maximum of 4
13	BOS	-	-	-	-	-	2	Yes	N/A	N/A	Yes	2	Commercial CPDM: Assign by COI and firm (cpmny_name). Minimum of 2 Maximum of 4
9	BOS

: No solo hosting for OGA here

-Rafal Lyczkowski		-	-	-	-	2	-	Yes	N/A	N/A	Yes	2	OGA PDM: Assign by COI and Departament (cpmny_name) Name. Assign minimum of two per BOS unless not 2 attending in same COI
10	BOS		-	-	-	-	1	-	Yes	N/A	N/A	Yes

: Check question field for Departament Name -Rafal Lyczkowski

: NO SOLO HOSTING!

-Rafal Lyczkowski									1	OGA PDM: Assign by COI and Departament (cpmny_name) Name. Assign minimum of two per BOS unless not 2 attending in same COI
	DWDM	1	0	0	1	Yes	Yes	Yes	Yes	2	REMOVE

: +rafal@mybusinessmatches.com we are no longer cohosting DwDM _Assigned to Rafal Lyczkowski_ -Tomas Moncivais

: No solo hosting for OGA here

-Rafal Lyczkowski	...		No co hosting rules for this session type has been provided
...	Senior Leader Roundtable	Solo host
	General Session	Solo host
	Learning Session	Solo host
	One-on-One	Solo host
	Executive Roundtables	Solo host
	Senior Leader Overview	Solo host
	Visiting the Expo Hall	NO HOSTING AT ALL
	VA Staff Call	NO HOSTING AT ALL
	VA Award Ceremony	NO HOSTING AT ALL
	Receptions	NO HOSTING AT ALL
	Grab and Gab	NO HOSTING AT ALL
	DWDM	Solo host

NON HOST Attendees

	NON HOST Attendees
	127	Company or
Organization-Name/type	Role	Activity/Event Type	Default (need to be able to select mandatory or optional)	Default

Minimum

Maximum	N/A	N/A	Notes
	128	Participant	SDVOSB/VOSB/LARGE BUSINESS/NON-PROFIT/ACADEMIA PARTICIPANT	Business Opportunity Session	ATTENDANCE ONLY	0	6
	129	Participant	SDVOSB/VOSB/LARGE BUSINESS/NON-PROFIT/ACADEMIA PARTICIPANT	Networking Tables	ATTENDANCE ONLY	0	6
	130	Participant	SDVOSB/VOSB/LARGE BUSINESS/NON-PROFIT/ACADEMIA PARTICIPANT	Dining with Decision Makers	ATTENDANCE ONLY	0	2
	131	Participant	SDVOSB/VOSB/LARGE BUSINESS/NON-PROFIT/ACADEMIA PARTICIPANT	Grab and Gab	ATTENDANCE ONLY	0	1
	132	Participant	SDVOSB/VOSB/LARGE BUSINESS/NON-PROFIT/ACADEMIA PARTICIPANT	General Session	ATTENDANCE ONLY	0	3
	133	Participant	SDVOSB/VOSB/LARGE BUSINESS/NON-PROFIT/ACADEMIA PARTICIPANT	Learning Session	ATTENDANCE ONLY	0	6
	134	Participant	SDVOSB/VOSB/LARGE BUSINESS/NON-PROFIT/ACADEMIA PARTICIPANT	One-on-One	ATTENDANCE ONLY	0	6
	135	Participant	SDVOSB/VOSB/LARGE BUSINESS/NON-PROFIT/ACADEMIA PARTICIPANT	Executive Roundtables	ATTENDANCE ONLY	0	1
	136	Participant	SDVOSB/VOSB/LARGE BUSINESS/NON-PROFIT/ACADEMIA PARTICIPANT	Senior Leader Overview	ATTENDANCE ONLY	0	3
	137	Participant	SDVOSB/VOSB/LARGE BUSINESS/NON-PROFIT/ACADEMIA PARTICIPANT	Visiting the Expo Hall	ATTENDANCE ONLY	0	15
	138	Participant	SDVOSB/VOSB/LARGE BUSINESS/NON-PROFIT/ACADEMIA PARTICIPANT	Attending Receptions	ATTENDANCE ONLY	0	3
	139	Company or
Organization-Name/type	Role	Activity/Event Type	Default (need to be able to select mandatory or optional)	Default

Minimum

Maximum	N/A	N/A	Notes
	140	VA OSDBU

VA Local VISN

VA IOC

Booth Staff Volunteer

Event Contractor	Support	Business Opportunity Session
Provide Support	As assigned

This activity does not apply to NGO Exhibitor Booth Staff

141 VA OSDBU

VA Local VISN

VA IOC

Booth Staff Volunteer

Event Contractor	Support	Networking Tables
Provide Support	As assigned

This activity does not apply to NGO Exhibitor Booth Staff

142 VA OSDBU

VA Local VISN

VA IOC

Booth Staff Volunteer

Event Contractor	Support	Dining with Decision Makers
Provide Support	As assigned

This activity does not apply to NGO Exhibitor Booth Staff

143 VA OSDBU

VA Local VISN

VA IOC

Booth Staff Volunteer

Event Contractor	Support	Grab and Gab
Provide Support	As assigned

This activity does not apply to NGO Exhibitor Booth Staff

144 VA OSDBU

VA Local VISN

VA IOC

Booth Staff Volunteer Event Contractor Support Senior Leader Roundtable Provide Support As assigned This activity does not apply to NGO Exhibitor Booth Staff

145 VA OSDBU

VA Local VISN

VA IOC

Booth Staff Volunteer

Event Contractor	Support	General Session
Provide Support	As assigned

This activity does not apply to NGO Exhibitor Booth Staff

146 VA OSDBU

VA Local VISN

VA IOC

Booth Staff Volunteer

Event Contractor	Support	Learning Session
Provide Support	As assigned

This activity does not apply to NGO Exhibitor Booth Staff

147 VA OSDBU

VA Local VISN

VA IOC

Booth Staff Volunteer

Event Contractor	Support	One-on-One
Provide Support	As assigned

This activity does not apply to NGO Exhibitor Booth Staff

148 VA OSDBU

VA Local VISN

VA IOC

Booth Staff Volunteer Event Contractor Support Executive Roundtables Provide Support As assigned This activity does not apply to NGO Exhibitor Booth Staff

149 VA OSDBU

VA Local VISN

VA IOC

Booth Staff Volunteer Event Contractor Support Senior Leader Overview Provide Support As assigned This activity does not apply to NGO Exhibitor Booth Staff

150 VA OSDBU

VA Local VISN

VA IOC

Booth Staff Volunteer

Event Contractor	Support	Expo Hall
Provide Support	As assigned

This activity does not apply to NGO Exhibitor Booth Staff

151 VA OSDBU

VA Local VISN

VA IOC

Booth Staff Volunteer

Event Contractor	Support	VA Staff Call
Provide support and/or attend	As assigned

This activity does not apply to NGO Exhibitor Booth Staff

152 VA OSDBU

VA Local VISN

VA IOC

Booth Staff Volunteer

Event Contractor	Support	VA Staff Call
Provide support and/or attend	As assigned

This activity does not apply to NGO Exhibitor Booth Staff

153 VA OSDBU

VA Local VISN

VA IOC

Booth Staff Volunteer

Event Contractor	Support	Attending Receptions
Provide Support	As assigned

This activity does not apply to NGO Exhibitor Booth Staff

154 VA OSDBU

VA Local VISN

VA IOC

Booth Staff Volunteer

Event Contractor	Support	Kick-Off Meeting and Convention Space
Walk-thru	As assigned

This activity does not apply to NGO Exhibitor Booth Staff

155 VA OSDBU

VA Local VISN

VA IOC

Booth Staff Volunteer Event Contractor Support Morning Stand-Up As assigned This activity does not apply to NGO Exhibitor Booth Staff

156 VA OSDBU

VA Local VISN

VA IOC

Booth Staff Volunteer Event Contractor Support PM Hotwash As assigned This activity does not apply to NGO Exhibitor Booth Staff

157 VA OSDBU

VA Local VISN

VA IOC

Booth Staff Volunteer

Event Contractor	Support	OSDBU Booth
Provide Support	As assigned

This activity does not apply to NGO Exhibitor Booth Staff

158 VA OSDBU

VA Local VISN

VA IOC

Booth Staff Volunteer

Event Contractor	Support	VIP Escort
Provide Support	As assigned

This activity does not apply to NGO Exhibitor Booth Staff

159 VA OSDBU

VA Local VISN

VA IOC

Booth Staff Volunteer

Event Contractor	Support	Media Escort
Provide Support	As assigned

This activity does not apply to NGO Exhibitor Booth Staff

160 VA OSDBU

VA Local VISN

VA IOC

Booth Staff Volunteer

Event Contractor	Support	Social Media Café
Provide Support	As assigned

This activity does not apply to NGO Exhibitor Booth Staff

161 VA OSDBU

VA Local VISN

VA IOC

Booth Staff Volunteer

Event Contractor	Support	JOC Support
Provide Support	As assigned

This activity does not apply to NGO Exhibitor Booth Staff

162 VA OSDBU

VA Local VISN

VA IOC

Booth Staff Volunteer

Event Contractor	Support	IOC Support
Provide Support	As assigned

This activity does not apply to NGO Exhibitor Booth Staff

163 VA OSDBU

VA Local VISN

VA IOC

Booth Staff Volunteer

Event Contractor	Support	EXPO BOOTH
Support	As assigned
	Legend
	1	HOST	VA PDMP	VA Procurement Decision Maker - Program - Represents a program office that has a product or service needs
	2	HOST	VA PDMC_SBS_SBL	VA Procurement Decision Maker - Contracting Officer or Contract Specialist

VA Small Business Specialist Small Business Liaison

3	HOST	VA SES	Senior Executive Service -Above GS -15 -does not hold the title of Assistant or Under Secretary- Programs
4	HOST	VA EXE	Executive - VA ONLY : SECVA, Under Secretary, Assistant, Acting Secretary, Chief of Staff, Presidential Appointee
5	HOST	OGA PDM	Other Government Agency - Procurement Decision Maker (will be either Program Manager of CO or CS)
6	HOST	OGA SES	Other Government Agency - Senior Executive Service
7	HOST	OGA EXE	Executive :Cabinet members, Under Secretary, Assistant, Acting Secretary, COS,
8	HOST	CPDM	Commercial Procurement Decision Maker -not a federal employee, may have the title of supply diversity manager
9	HOST	Non-Gov Presenter	NGO -will present a Learning Session (may participate in any activity available to a regular participant
10	NON-HOST	Participant	All other attendees NON-HOST
11	NON-HOST	Support Staff	VA OSDBU

VA Local VISN

VA IOC

Booth Staff Volunteer Event Contractor Business Rule: Expo Hall visitation occurs during times when this role is not scheduled to conduct a business network activity (e.g. BOS, NRT, etc). There are 12-15 opportunities to visit the Expo Hall (WILL DEPEND ON FINAL AGENDA FRAMEWORK). This mandatory attendance occurs within ONE of the aforementioned time slots. This occurrence does not include the visits to the Expo Hall during scheduled receptions.

Business Rule: During a scheduled session, Expo is lowest priority and only is scheduled after all other activities. Priority Activities:

1. BOS/SLRT

2. NRT

3. DWDM

4. Receptions

5. One-on-ones (scheduled)

6. Expo

7. Ad Hoc one-on-ones Host assigned default one-on-ones for NRT and then add NRT when default number fills. NRT occur after BOS. If NRT request exceed number available sessions, EMSS will move BOS on Thursday to accommodate NRT.

Non-Profit Partner (Is part of Commercial PDM)

Minimum Maximum

		Agency/
Department	Role	Role (IT)	Activity/Event Type	Default (need to be able to select mandatory or optional)	Default	Minimum session count for host	Maximum

NOTE: The Maximums set in this document are applicable to NVSBE Only : +dominik@mybusinessmatches.com what is difference between this H column na J ?

_Assigned to Dominik Raginia_ -Rafal Lyczkowski Minimum Number of Host per activity type (set by system administrator) Maximum Number of Host

(set by system administrator)	Notes
	1	VA	PDMP	pdmp	Business Opportunity Session	Mandatory	1	1	1	1	4
	2	VA	PDMP	pdmp	Networking Tables	Mandatory	6	6	8	1	2
	3	VA	PDMP	pdmp	Dining with Decision Makers	Mandatory	2	3	3	1	2
	5	VA	PDMP	pdmp	Senior Leader Roundtable	Not available	N/A	N/A	N/A (exclude)
	6	VA	PDMP	pdmp	General Session	Not available	N/A	N/A	N/A
	7	VA	PDMP	pdmp	Learning Session	Not available	N/A	N/A	N/A
	8	VA	PDMP	pdmp	One-on-One	Mandatory	4	4	4
	9	VA	PDMP	pdmp	Executive Roundtables	Not available	N/A	N/A	N/A
	10	VA	PDMP	pdmp	Senior Leader Overview	Not available	N/A	N/A	N/A
	4	VA	PDMP	pdmp	Grab and Gab	Mandatory	1	1	1		2
	11	VA	PDMP	pdmp	Visiting the Expo Hall

: +michal@mybusinessmatches.com _Assigned to Michal Malinowski_ -Tomas Moncivais Filter by those activities and mandatory.

-Tomas Moncivais Mandatory 1 1 4 : Related to big time slots

-Rafal Lyczkowski
12	VA	PDMP	pdmp	VA Staff Call	Mandatory	1	1	1
13	VA	PDMP	pdmp	VA Award Ceremony	Mandatory	1	1	1
14	VA	PDMP	pdmp	Receptions

: expo_receptions wohub_receptions -Rafal Lyczkowski : Related to big time slots -Rafal Lyczkowski : +dominik@mybusinessmatches.com what is difference between this H column na J ?

_Assigned to Dominik Raginia_ -Rafal Lyczkowski : +michal@mybusinessmatches.com _Assigned to Michal Malinowski_ -Tomas Moncivais Filter by those activities and mandatory.

-Tomas Moncivais	Mandatory	2	2	3
16	VA	PDMC_SBS_SBL	pdmc;sbs;sbl	Business Opportunity Session	Mandatory	1	1	1	1	6
17	VA	PDMC_SBS_SBL	pdmc;sbs;sbl	Networking Tables	Mandatory	1	1	8	1	2
18	VA	PDMC_SBS_SBL	pdmc;sbs;sbl	Dining with Decision Makers	Mandatory	2	3	3	1	1
19	VA	PDMC_SBS_SBL	pdmc;sbs;sbl	Grab and Gab	Mandatory	1	1	1		2
20	VA	PDMC_SBS_SBL	pdmc;sbs;sbl	Senior Leader Roundtable	Not available	N/A	N/A	N/A
21	VA	PDMC_SBS_SBL	pdmc;sbs;sbl	General Session	Not available	N/A	N/A	N/A
22	VA	PDMC_SBS_SBL	pdmc;sbs;sbl	Learning Session	Not Available	N/A	N/A	N/A
23	VA	PDMC_SBS_SBL	pdmc;sbs;sbl	One-on-One	Mandatory	4	4	4
24	VA	PDMC_SBS_SBL	pdmc;sbs;sbl	Executive Roundtables	Not available	N/A	N/A	N/A
25	VA	PDMC_SBS_SBL	pdmc;sbs;sbl	Senior Leader Overview	Not available	N/A	N/A	N/A
26	VA	PDMC_SBS_SBL	pdmc;sbs;sbl	Visiting the Expo Hall	Mandatory	1	1	4
27	VA	PDMC_SBS_SBL	pdmc;sbs;sbl	VA Staff Call	Mandatory	1	1	1
28	VA	PDMC_SBS_SBL	pdmc;sbs;sbl	VA Award Ceremony	Mandatory	1	1	1
29	VA	PDMC_SBS_SBL	pdmc;sbs;sbl	Receptions	Mandatory	1	1	3
31	VA	EXE	exe	Business Opportunity Session	Not available	N/A	N/A	N/A
32	VA	EXE	exe	Networking Tables	Not available	N/A	N/A	N/A
33	VA	EXE	exe	Dining with Decision Makers	Optional	1	1	3	1	1
34	VA	EXE	exe	Grab and Gab	Optional	1	1	1		1
35	VA	EXE	exe	Senior Leader Roundtable	Not available	N/A	N/A	N/A
36	VA	EXE	exe	General Session	Optional	1	1	2
37	VA	EXE	exe	Learning Session	Not available	N/A	N/A	N/A
38	VA	EXE	exe	One-on-One	Optional	2	2	4
39	VA	EXE	exe	Executive Roundtables	Optional	1	1	4
40	VA	EXE	exe	Senior Leader Overview	Not available	N/A	N/A	N/A
41	VA	EXE	exe	Visiting the Expo Hall	Optional	1	1	2
42	VA	EXE	exe	VA Staff Call	Optional	1	1	1
43	VA	EXE	exe	VA Award Ceremony	Optional	1	1	1
44	VA	EXE	exe	Receptions	Optional	1	1	3
46	OGA	EXE	oga_exe	Business Opportunity Session	Not available	N/A	N/A	N/A	1	6
47	OGA	EXE	oga_exe	Networking Tables	Optional	1	1	8	1	2
48	OGA	EXE	oga_exe	Dining with Decision Makers	Optional	1	1	3	1	1
49	OGA	EXE	oga_exe	Grab and Gab	Optional	1	1	1	1	2
50	OGA	EXE	oga_exe	Senior Leader Roundtable	Not available	N/A	N/A	N/A
51	OGA	EXE	oga_exe	General Session	Optional	1	1	2
52	OGA	EXE	oga_exe	Learning Session	Not Available	N/A	N/A	N/A
53	OGA	EXE	oga_exe	One-on-One	Not available	N/A	N/A	N/A			UPDATED to not available
54	OGA	EXE	oga_exe	Executive Roundtables	Optional	1	1	2
55	OGA	EXE	oga_exe	Senior Leader Overview	Not available	1	1	N/A
56	OGA	EXE	oga_exe	Visiting the Expo Hall	Optional	1	1	2
57	OGA	EXE	oga_exe	VA Staff Call	Not available	N/A	N/A	N/A
58	OGA	EXE	oga_exe	VA Award Ceremony	Not available	N/A	N/A	N/A
59	OGA	EXE	oga_exe	Receptions	Optional	1	1	3
61	VA	SES	ses	Business Opportunity Session	Optional	1	1	1	1	6
62	VA	SES	ses	Networking Tables	Optional	1	1	8	1	2
63	VA	SES	ses	Dining with Decision Makers	Mandatory	2	3	3	1	2
64	VA	SES	ses	Grab and Gab	Mandatory	1	1	1		2
65	VA	SES	ses	Senior Leader Roundtable	Mandatory	1	1	4
66	VA	SES	ses	General Session	Optional	1	1	1
67	VA	SES	ses	Learning Session	Not Available	N/A	N/A	N/A
68	VA	SES	ses	One-on-One	Optional	1	1	4
69	VA	SES	ses	Executive Roundtables	Not available	N/A	N/A	N/A
70	VA	SES	ses	Senior Leader Overview	Optional	1	1	2
71	VA	SES	ses	Visiting the Expo Hall	Optional	1	1	4
72	VA	SES	ses	VA Staff Call	Mandatory	1	1	1
73	VA	SES	ses	VA Award Ceremony	Mandatory	1	1	1
74	VA	SES	ses	Receptions	Mandatory	1	1	3
76	OGA	PDM	oga_pdmp;oga_pdm_c	Business Opportunity Session	Mandatory	1	1	1	2	6
77	OGA	PDM	oga_pdmp;oga_pdm_c	Networking Tables	Mandatory	4	1	8	1	2
78	OGA	PDM	oga_pdmp;oga_pdm_c	Dining with Decision Makers	Mandatory	2	3	3	1	1
79	OGA	PDM	oga_pdmp;oga_pdm_c	Grab and Gab	Mandatory	1	1	1		2
80	OGA	PDM	oga_pdmp;oga_pdm_c	Senior Leader Roundtable	Not Available	N/A	N/A	N/A
81	OGA	PDM	oga_pdmp;oga_pdm_c	General Session	Not Available	N/A	N/A	N/A
82	OGA	PDM	oga_pdmp;oga_pdm_c	Learning Session	Not Available	N/A	N/A	N/A
83	OGA	PDM	oga_pdmp;oga_pdm_c	One-on-One	Optional	2	2	4
84	OGA	PDM	oga_pdmp;oga_pdm_c	Executive Roundtables	Not Available	N/A	N/A	N/A
85	OGA	PDM	oga_pdmp;oga_pdm_c	Senior Leader Overview	Not Available	N/A	N/A	N/A
86	OGA	PDM	oga_pdmp;oga_pdm_c	Visiting the Expo Hall	Optional	1	1	2
87	OGA	PDM	oga_pdmp;oga_pdm_c	Receptions	Mandatory	1	1	3
89	OGA	SES	oga_ses	Business Opportunity Session	Optional	1	1	1	2	6
90	OGA	SES	oga_ses	Networking Tables	Optional	1	1	6	1	2
91	OGA	SES	oga_ses	Dining with Decision Makers	Mandatory	2	3	3	1	1
92	OGA	SES	oga_ses	Grab and Gab	Mandatory	1	1	1	1	2
93	OGA	SES	oga_ses	Senior Leader Roundtable	Mandatory	1	1	1	1
94	OGA	SES	oga_ses	General Session	Optional	1	1	1
95	OGA	SES	oga_ses	Learning Session	Not available	N/A	N/A	N/A
96	OGA	SES	oga_ses	One-on-One	Optional	2	2	4
97	OGA	SES	oga_ses	Executive Roundtables	Not available	N/A	N/A	N/A
98	OGA	SES	oga_ses	Senior Leader Overview	Optional	1	1	1
99	OGA	SES	oga_ses	Visiting the Expo Hall	Optional	1	1	2
100	OGA	SES	oga_ses	Receptions	Mandatory	1	1	3
102	Commercial	CPDM	sup_div_program_manager;sup_div_other;sup_div_manager_officer	Business Opportunity Session	Mandatory	1	1	1	2	6
103	Commercial	CPDM	sup_div_program_manager;sup_div_other;sup_div_manager_officer	Networking Tables	Mandatory	1	1	6	2	2
104	Commercial	CPDM	sup_div_program_manager;sup_div_other;sup_div_manager_officer	Dining with Decision Makers	Mandatory	2	3	3	1	1
105	Commercial	CPDM	sup_div_program_manager;sup_div_other;sup_div_manager_officer	Grab and Gab	Mandatory	1	1	1		2
106	Commercial	CPDM	sup_div_program_manager;sup_div_other;sup_div_manager_officer	Senior Leader Roundtable	Not Available	N/A	N/A	N/A
108	Commercial	CPDM	sup_div_program_manager;sup_div_other;sup_div_manager_officer	Learning Session	Not Available	N/A	N/A	N/A
107	Commercial	CPDM	sup_div_program_manager;sup_div_other;sup_div_manager_officer	General Session	Not Available	N/A	N/A	N/A
109	Commercial	CPDM	sup_div_program_manager;sup_div_other;sup_div_manager_officer	One-on-One	Optional	4	4	4
110	Commercial	CPDM	sup_div_program_manager;sup_div_other;sup_div_manager_officer	Executive Roundtables	Not Available	N/A	N/A	N/A
111	Commercial	CPDM	sup_div_program_manager;sup_div_other;sup_div_manager_officer	Senior Leader Overview	Not Available	N/A	N/A	N/A
112	Commercial	CPDM	sup_div_program_manager;sup_div_other;sup_div_manager_officer	Visiting the Expo Hall	Optional	1	1	2
113	Commercial	CPDM	sup_div_program_manager;sup_div_other;sup_div_manager_officer	Receptions	Mandatory	1	1	3
115	Non-Gov	Presenter		Business Opportunity Session	Not Available	N/A	N/A	N/A
116	Non-Gov	Presenter		Networking Tables	Not Available	N/A	N/A	N/A
117	Non-Gov	Presenter		Dining with Decision Makers	Not Available	N/A	N/A	N/A
118	Non-Gov	Presenter		Grab and Gab	Not Available	N/A	N/A	N/A
119	Non-Gov	Presenter		Senior Leader Roundtable	Not Available	N/A	N/A	N/A
120	Non-Gov	Presenter		General Session	Not Available	N/A	N/A	N/A
121	Non-Gov	Presenter	presenter_academia;presenter_large_business;presenter_non_profit;presenter_oga;presenter_sdvosb_self_certified;presenter_sdvosb_va_verified;presenter_small_business;presenter_va;presenter_vosb_self_certified;presenter_vosb_va_verified;	Learning Session	Mandatory	1	1	1
122	Non-Gov	Presenter		One-on-One	Not Available	N/A	N/A	N/A
123	Non-Gov	Presenter		Executive Roundtables	Not Available	N/A	N/A	N/A
124	Non-Gov	Presenter		Senior Leader Overview	Not Available	N/A	N/A	N/A
125	Non-Gov	Presenter		Visiting the Expo Hall	Not Available	N/A	N/A	N/A
126	Non-Gov	Presenter		Receptions	Not Available	N/A	N/A	N/A
46	OGA	EXE	oga_exe	Business Opportunity Session	Not available	N/A	N/A	N/A	1	6

50 OGA EXE oga_exe Senior Leader Roundtable Not available N/A N/A N/A

52	OGA	EXE	oga_exe	Learning Session	Not Available	N/A	N/A	N/A
53	OGA	EXE	oga_exe	One-on-One	Not available	N/A	N/A	N/A	UPDATED to not available

55 OGA EXE oga_exe Senior Leader Overview Not available 1 1 1

57	OGA	EXE	oga_exe	VA Staff Call	Not available	N/A	N/A	N/A
58	OGA	EXE	oga_exe	VA Award Ceremony	Not available	N/A	N/A	N/A

95 OGA SES oga_ses Learning Session Not available N/A N/A N/A

97 OGA SES oga_ses Executive Roundtables Not available N/A N/A N/A

Person-activity rules

Person Rules					System will try to reach minimum when generating agenda
					System will display warning if soft minimum isnt reached
Rules below applicable only for given Type/Role if not stated otherwise					System will not allow get over hard maximum
				Activities No Min	Number of events person should host-min (soft)
				Activities No Max	Number of events person host-max (hard)
Company name	Role	Event Type	Type	Activities No Min	Activities No Max	Limits correct		Min / Max Hosts for Role/Activity	With Who Can This Role Co-Host This activity	Confirmation of J&K	VA comments
VA	PDMP	Business Oportunity Session	Mandatory	1	1			1/2	VA/PDMC only from same organization
VA	PDMP	Networking Tables	Mandatory	6	6			1/2	VA/PDMC only from same organization
VA	PDMP	Dining with Decision Makers	Mandatory	3	3			1/2	VA/PDMC only from same organization
VA	PDMP	Senior Leader Roundtable (Senior Leader Session)	Not available	0	0		I suggest adding 0 / 0 for not availeble in other cases	-	-
VA	PDMP	General Session	Provided by client	0	0		Not specified yet	-	-
VA	PDMP	Learning Session	Provided by client	0	1			1/2	VA/PDMC only from same organization
VA	PDMP	One to One	Optional	0	4			1	Solo only
VA	PDMP	Executive Roundtables	Not available	0	0			-	-
VA	PDMP	Senior Leader Overview	Provided by client	0	0		Not specified yet	-	-

VA	PDMC	Business Oportunity Session	Mandatory	1	1		1/2	VA/PDMP only from same organization
VA	PDMC	Networking Tables	Mandatory	6	6		1/2	VA/PDMP only from same organization
VA	PDMC	Dining with Decision Makers	Mandatory	3	3		1/2	VA/PDMP only from same organization
VA	PDMC	Senior Leader Roundtable (Senior Leader Session)	Not available	0	0		-	-
VA	PDMC	General Session	Provided by client	0	0	Not specified yet	-	-
VA	PDMC	Learning Session	Provided by client	0	1		1/2	VA/PDMP only from same organization
VA	PDMC	One to One	Optional	0	4		1/1	Solo host
VA	PDMC	Executive Roundtables	Not available	0	0		-	-
VA	PDMC	Senior Leader Overview	Provided by client	0	0	Not specified yet	-	-

VA	EXE	Business Oportunity Session	Optional	0	1		1/1	Solo host
VA	EXE	Networking Tables	Optional	0	6		1/1	Solo host
VA	EXE	Dining with Decision Makers	Mandatory	3	3		1/1	Solo host
VA	EXE	Senior Leader Roundtable (Senior Leader Session)	Not available	0	0		-	-
VA	EXE	General Session	Provided by client	0	0	Not specified yet	-	-
VA	EXE	Learning Session	Provided by client	0	1		1/1	Solo host
VA	EXE	One to One	Optional	0	4		1/1	Solo host
VA	EXE	Executive Roundtables	Mandatory	1	1		1/1	Solo host
VA	EXE	Senior Leader Overview	Provided by client	0	0	Not specified yet	-	-

VA	SBS/SBL	Business Oportunity Session	Mandatory	1	1		1/2	???
VA	SBS/SBL	Networking Tables	Optional	0	6		1/1	Solo host
VA	SBS/SBL	Dining with Decision Makers	Mandatory	3	3		1/2	SES/SESP/SESC from the same organization	1 per day
VA	SBS/SBL	Senior Leader Roundtable (Senior Leader Session)	Not available	0	0		-	-
VA	SBS/SBL	General Session	Provided by client	0	0	Not specified yet	-	-
VA	SBS/SBL	Learning Session	Provided by client	0	1
VA	SBS/SBL	One to One	Optional	0	4		1	Solo host
VA	SBS/SBL	Executive Roundtables	Not available	0	0		??	??
VA	SBS/SBL	Senior Leader Overview	Provided by client	0	0	Not specified yet

VA	SES	Business Oportunity Session	Optional	0	1
VA	SES	Networking Tables	Optional	0	6
VA	SES	Dining with Decision Makers	Mandatory	3	3		1/2	SBL/SBS from the same organization	1 per day	Senior Executive (SES) will host Dining with Decision Maker (DWDM) activities and can co-host in DWDM with SBLs from the same organization.
VA	SES	Senior Leader Roundtable (Senior Leader Session)	Mandatory	1	1					Senior Executives will solo host Senior Leader Roundtable with a 45 minute session in duration
VA	SES	General Session	Provided by client	0	0	Not specified yet	-	-
VA	SES	Learning Session	Provided by client	0	1
VA	SES	One to One	Optional	0	4		1	Solo host
VA	SES	Executive Roundtables	Not available	0	0		-	-
VA	SES	Senior Leader Overview	Provided by client	0	0	Not specified yet

VA	SESC	Business Oportunity Session	Optional	0	1		??	??		No BOS defined fo SESC
VA	SESC	Networking Tables	Optional	0	6		??	??		No NRT defined for SESC
VA	SESC	Dining with Decision Makers	Mandatory	3	3		1/2	SBL/SBS from the same organization	1 per day
VA	SESC	Senior Leader Roundtable (Senior Leader Session)	Mandatory	1	1		1/1	Solo host
VA	SESC	General Session	Provided by client	0	0	Not specified yet	-	-		No general session defined for SESC
VA	SESC	Learning Session	Provided by client	0	1		?	?
VA	SESC	One to One	Optional	0	4		1	Solo host
VA	SESC	Executive Roundtables	Not available	0	0		-	-
		Senior Leader Overview	Provided by client	0	0	Not specified yet	?	?

VA	SESP	Business Oportunity Session	Mandatory	1	1			??	??	Priority on 11/01	Changed the min and max to 1. The rule states SESP will have priority on November 1 for BOS
VA	SESP	Networking Tables	Optional	0	6			??	??		No NRT defined for SESP
VA	SESP	Dining with Decision Makers	Mandatory	3	3			1/2	SBL/SBS from the same organization		The rule states "Other Government Agencies/Commercial Partners will conduct DWDM."
VA	SESP	General Session	Provided by client	0	0		Not specified yet	-	-
VA	SESP	Learning Session	Provided by client	0	1			??	??
VA	SESP	One to One	Optional	0	4			1	Solo host
VA	SESP	Senior Leader Roundtable (Senior Leader Session)	Mandatory	1	1			??	??
VA	SESP	Executive Roundtables	Not Available	0	0	xx		-	-
VA	SESP	Senior Leader Overview	Provided by client	0	0		Not specified yet	?	?

OGA	All roles	Business Oportunity Session	Optional	0	1		??	??
OGA	All roles	Networking Tables	Optional	0	6		??	??
OGA	All roles	Dinning with Decision Makers	Mandatory	3	3		??	??	If they did not opt out yes
OGA	All roles	General Session	Provided by client	0	0	Not specified yet	??	??
OGA	All roles	Learning Session	Provided by client	0	1		??	??
OGA	All roles	One to One	Optional	0	4		1	Solo host
OGA	All roles	Senior Leader Roundtable (Senior Leader Session)	Not Available	0	0		?	?
OGA	All roles	Executive Roundtables	Not Available	0	0		?	?
OGA	All roles	Senior Leader Overview	Not Available	0	0		?	?

Commercial	All roles	Business Oportunity Session	Optional	0	1		??	??
Commercial	All roles	Networking Tables	Optional	0	6		??	??
Commercial	All roles	Dinning with Decision Makers	Mandatory	3	3		??	??	If they did not opt out yes
Commercial	All roles	General Session	Provided by client	0	0	Not specified yet	??	??
Commercial	All roles	Learning Session	Provided by client	0	1		??	??
Commercial	All roles	One to One	Optional	0	4		1	Solo host
Commercial	All roles	Senior Leader Roundtable (Senior Leader Session)	Not Available	0	0		?	?
Commercial	All roles	Executive Roundtables	Not Available	0	0		?	?
Commercial	All roles	Senior Leader Overview	Not Available	0	0	Not specified yet	?	?

General rules - if no of the above applies following limits will apply Are you aware that for all other roles following rules apply ? That means if there's a role not specified allow they will have for example right to conduct Executive Roundtables.

ALL	ALL	Business Oportunity Session	1
ALL	ALL	Networking Tables	6
ALL	ALL	Dining with Decision Makers	3
ALL	ALL	Senior Leader Roundtable (Senior Leader Session)	1
ALL	ALL	General Session	0
ALL	ALL	Learning Session	1
ALL	ALL	One to One	4
ALL	ALL	Executive Roundtables	1

Levels of org structure

	Goverment	Commercial
1 st Level	Government Department
2 nd Level	Organization
3 rd Level	Office

Event type-hosts rules

Assumption	Correct?
First rule found is applicable, all other ignored if not stated otherwise
System will try to reach minimum when generating agenda
System will display warning if soft minimum isnt reached
System will display warning if over soft maximum

Event Type	Rule applicable ONLY Company Name	Rule Applicable to Role	Soft Min Overal hosts (hosts+cohosts)	Soft Max Overal hosts (hosts+cohosts)	With who can co-host ?	Status	Correct ?	Text rule	Testing status
Business Oportunity Session	VA	PDMC	as on general rule	as on general rule	VA / PDMP only				Tested. PDMP in all agenda are cohosting only with PDMC
Dining with Decision Makers	VA	PDMC	1	2	VA / PDMP only				Tested. PDMP in all agenda are cohosting only with PDMC
General Session	VA	PDMC	0	0	-				Tested. PDMP in all agenda are cohosting only with PDMC
Networking Tables	VA	PDMC	as on general rule	as on general rule	VA / PDMP only				Tested. PDMP in all agenda are cohosting only with PDMC
Senior Leader Roundtable	VA	PDMC	0	0	-
Business Oportunity Session	VA	PDMP	as on general rule	as on general rule	VA / PDMC only
Dining with Decision Makers	VA	PDMP	1	2	VA / PDMC only				Tested. PDMP in all agenda are cohosting only with PDMC
General Session	VA	PDMP	0	0	VA / PDMC only
Networking Tables	VA	PDMP	as on general rule	as on general rule	VA / PDMC only				Tested. PDMP in all agenda are cohosting only with PDMC
Senior Leader Roundtable	VA	PDMP	0	0	-
Senior Leader Roundtable	VA	SESP/SES/SESP	1	1	none
Business Oportunity Session	VA	SES/SES/SESP	0	0	-
Dining with Decision Makers	VA	SES/SES/SESP	1	2	SBL/SBS from same org
General Session	VA	SES/SES/SESP	0	0	-
Networking Tables	VA	SES/SES/SESP	0	0	-
Senior Leader Roundtable	VA	SES/SES/SESP	1	1	none
					-
Dining with Decision Makers	VA	SBL/SES	1		SES/SESP/SESC from same org	Added on 9/26 DR

Dining with Decision Makers	OGA	SBL or SBS	1	2	SES, SESP or SESC from same agency
Dining with Decision Makers	Commercial	SES,SESP,SESC	1	2	SBL or SBS Same company
Dining with Decision Makers	OGA	SBL or SBS	1	2	SES, SESP or SESC from Same agency
Dining with Decision Makers	Commercial	SES,SESP,SESC	1	2	SBL or SBS Same company

Dining with Decision Makers	OGA	All	1	2	Same agency
Dining with Decision Makers	Commercial	All	1	2	Same company

Business Oportunity Session	*	ALL (*1)	1	2	solo host
Networking Tables	*	ALL (*1)	1	2	solo host
Dining with Decision Makers	*	ALL (*1)	1	2	solo host
Senior Leader Roundtable	*	ALL (*1)	1	1	solo host
General Session	*	ALL (*1)	1	1	solo host
Learning Session	*	ALL (*1)	1	2	solo host

Hierarchy of Activities

	Hierarchy of Activities
Priority	Activity
1	Business Opportunity Session
2	Learning Session	x
3	Networking Tables
4	Dining with Decision Makers
5	One to One
	Senior Leader Roundtable
	Executive Roundtables
	Senior Leader Session

Questions 2 Questions Answer

Which roles are "Senior Leaders"	SESC, SESP, SES
Which roles are "ALl Executive Leaders"	EXE
Which roles are Senior Executives	SES

Need confirmation

Need to confirm EXE DWDM

Questions/concerns to Client	NOTES	Client Responses
1. DWDM same table for all 3 days		All Hosts need to do 3 days			D
2. NRT at same table for all 6 NRT		All 6 will be at the same table - also consecutive	example if they have 3 in the afternoon then three the following day in the morning	review by development team
3. Same cohost during DWDM's		Yes	will provide list. to exclude	exclude host list provided
4. Same cohost during NRT's		Yes	will provide list.
5. Ask about same cohost for other activities (include Commercial and Government and VA)		DWDM NT BO LS	Only requirements are company name or government department name
6. Commercial COI - verify if we are modifying the coi for users or modifying the coi affiliated with facility		Have their own area for briefing. Part of the spreadsheet. Who will be doing networking tables. One on One	Learning Sessions they are working on the exceptions that will be sent in by Mchelle
7. Need to verify what if a company/goverment only have one person coming if we are going off of company name/government agency		Yes solo host
8. Not applicable Organization selected by VA - need to determine outcome for cohost		will send to Michelle and they will review and get back
9. SESP to be given priority for BOS on Nov. 1 over PDMP/PDMC which contradicts hierarchy provided in the busienss rules updated sheet		Go off of the Hierarchy list in the business rules document
10. There is a host (ronald.cherry@va.gov) without the primary function
11. Hierarchy for selecting Community of Interest for facilities all community of interest to be selected		no hierarchy on COI just hierarchy on registration type
12. Which roles are "Senior Executives" its the same as Senior Leaders = SES,SESC,SESP ?		will be provided a listing
13. Changed the min and max to 1. The rule states BOS will be scheduled on November 1-3 for Other Government Agency (or SBSs). Could you please clarify what you've meant ? Should "or" be "and" ?		Updated to 3
14. Senior Leader Roundtable != Senior Executive Roundtable = Senior Leader Session ?		Senior Executive Roundtable will go off of list provided
15. Is below correct
Executive Leader = EXE		Exe
Senior Leader = SES
Senior Leaders = SESC, SESP, SES

	16. How much optional activities can host given role (eg. Learning activities for PDMP or for non-va roles)		Will need to be reviewed by VA and will confirm once review is done
	17. Networking Roundtable (NRT) will contain two 20 minutes sessions per an hour with no more than 3 businesses to 1 PDM per session. Networking Roundtable (NRT) will be scheduled on November 2-3, 2016. Is this ?		Only November 2-3, 2016 NRT will be provided no longer Nov 1
	18. Executive Roundtables =
Executive Leadership Tables ?		Exe

19. Is this complete list of activities Correct

20. Please take a look at crosswalk excel row 22. I think VA confirmed wrong EXE should not conduct Senior Leader Roundtable, instead it should conduct probably Executive Roundtables They shouldnt they just clarified SES SESP SESC

21. Tomas, please confirm Person-activity rules column "Type"

Roles

pdmc: PDMC - Procurement Decision Maker Contract (e.g. Contracting Officer, Contract Specialist)

pdmp: PDMP - Procurement Decision Maker Program (e.g. Program Manager, Program Director, Program Officer, Program Specialist)

ses: SES - Senior Executive Service (e.g. Executive Director, OSDBU)

sesc: SESC - Senior Executive Contracting (Senior Executive Overseeing Activities e.g. Executive Director, OALC)

sesp: SESP - Senior Executive Program (Senior Executive Overseeing Program Activities e.g. Deputy Chief Procurement Officer)

sbs: SBS - Small Business Specialist (e.g. Small Business Liaison)

exe: EXE - Government Executive (e.g. Office of the Under Secretary for Benefits, Office of the Under Secretary for Health)

sdm: SDM - Commercial Supply Diversity Manager (e.g. Supply Chain Diversity Manager, Vendor Manager, etc.)

cse: CSE â Commercial Senior Executive (e.g. CEO, COO, CFO, VP, EVP, SVP etc.)

small_business_func: Small Business

non_profit_org: Non-Profit Organization

Sheet10

Participants will be open seated		Networking	same table
		One on One
		Dining with Decision makers
No rules are blocking participant to join except for
DWDM	Capacity reached
All other	Need to schedule themselves
No limits at all for participants except table capacities.
Case	Status
Will people with not applicable will be matched as well ?	PENDING
PDMC and PDMP from VA cant be matched toghether ?	TRUE
Dataset issues (f.e. Department name VISN19)	PENDING

File details come from the government source that posted it. Updated Apr 4, 2024.