PSS - Calyptus Consulting Group, Inc. - GS10F0038L

GENERAL SERVICES ADMINISTRATION

Federal Acquisition Service Authorized Federal Supply Schedule Price List

On-line access to contract ordering information, terms and conditions, up-to-date pricing, and the option to create an electronic delivery order is available through GSA Advantage!™, a menu-driven database system. The INTERNET address for GSA Advantage!™ is: http://www.GSAAdvantage.gov.

For more information on ordering from Federal Supply Schedules click on the FSS Schedules button at http://www.gsa.gov/schedules-ordering

Federal Supply Service Authorized Federal Supply Schedule

Professional Service Schedule (PSS)

Federal Supply Group: 00CORP Class: R499

Contract Number: GS-10F-0038L

Contract Period: November 1, 2015 through October 31, 2020

43 Thorndike Street, Suite S-2-4 Cambridge, MA 02141 Ph: 617.577.0041 Fax: 617.577.0042 George Harris, Contract Administrator gharris@calyptusgroup.com www.calyptusgroup.com

Business Size: Small

Price list current as of Modification PA-0030 effective September 24, 2019

Customer Information:

874-6

00CORP-500

874-6RC

00CORP-500RC

Acquisition Management Support Order-Level Materials

1b. Identification of the lowest priced model number and lowest unit price for that model for each special item number awarded in the contract. This price is the Government price based on a unit of one, exclusive of any quantity/dollar volume, prompt payment, or any other concession affecting price.

Those contracts that have unit prices based on the geographic location of the customer, should show the range of the lowest price, and cite the areas to which the prices apply.

N/A

1c. If the Contractor is proposing hourly rates, a description of all corresponding commercial job titles, experience, functional responsibility and education for those types of employees or subcontractors who will perform services shall be provided. If hourly rates are not applicable, indicate “Not applicable” for this item.

Labor category descriptions on page 4.

43 Thorndike Street, Suite S-2-4

43 Thorndike Street, Suit S-2-4

Following is the hourly labor category pricing (years 2015-20) under SINs 874-1, 874-4, 874-6:

GSA Awarded Rates

11/1/15- 10/31/2020 11/1/15- 10/31/2020

CALYPTUS CONSULTING GROUP, INC.

WHO WE ARE

Calyptus Consulting Group, Inc. (CCG) is a professional services company based in Cambridge, Massachusetts specializing in the purchasing, acquisition, organizational design, and supply management areas. We offer consulting, assessment and training services designed to help organizations improve their transit systems, quality, supply chains, acquisition and procurement core competencies and financial performance. We offer short term acquisition and purchasing staff.

WHAT WE DO

In the private sector, we serve Fortune 500 as well as smaller companies, locally, regionally and globally, with development of client-specific strategies and procurement solutions that focus on and improve capabilities, performance and goals.

We guide clients through supply chain assessments, contract compliance, and cost evaluation, and assist with the ever-changing dynamics of managing supply value chains. We train client staff and assist in implementation of improvement initiatives, including lean management and strategic sourcing. Solutions may include e-business, re-engineering, usage control, training, policy and procedure development, lean management and organization restructuring activities.

Our government focus is in Federal Acquisition, Subcontracting, Transit management. Purchasing under Government Contracts, and Purchasing Improvement. We have conducted over 80 full-scale procurement system reviews and organizational assessments.

SERVICES WE PROVIDE

We offer consulting, assessment and training services designed to support Federal agencies’ management, organizational, and business improvement efforts in the areas of quality, contracting, procurement, operations, manufacturing and customer service. Our services include:

· Strategy Development

· Project Management

· Value Engineering

· Process Management

· Facilitation Services

· Lean Management

· Change Management Processes

· Core Competency Analysis

· Outsourcing

· Quality Management

· Supply Chain Management

· Six Sigma

An overview of our services under the Federal Supply Schedule follows.

SIN 874-1: Consulting Services

Calyptus Consulting Group, Inc. (CCG) provides expertise to support a wide range of management, organization, and business improvement efforts. Our consulting services encompass all supply management best-in-class practices and approaches. Consulting activities have included strategic sourcing; planning and implementation support for key process areas; lean management and organizational assessments; systems alignment; cycle time; performance measures and indicators; leadership training; and process improvement.

SIN 874-4 Training Services: Instructor-Led training, Web Based Training and Education Courses, Course Development and Test Administration

Calyptus Consulting Group, Inc. is a small business qualified for Educational and Support Services, Management Development, Professional Development, and Quality Assurance Training.

In addition to our government course development and test administration experience, Calyptus has developed courses and trained personnel at all levels across many industries including manufacturing, defense/aerospace, software, financial services, consumer goods, personal services, chemicals and oil industries, and health care. We specialize in the areas of purchasing and procurement and offer both off-the-shelf and customized programs. Our solutions include instructor-led training, web-based training, CD-ROMS, video conferencing and Webex.

Our programs are highly interactive and hands-on. They are designed to solicit viewpoints from people in different lifestyles and stages of development. Experience has taught us that adult learners like to focus on a single-concept; integrate new ideas with current knowledge; and participate in learning-based projects. Therefore, we apply the 'learning by doing' principle, thereby improving training effectiveness. Creative and innovative approaches are used to ensure participant involvement, including presentations, self-assessments, team/group exercises, simulations and role playing. Generally, we use multimodal training methods that incorporate LCD projection, overhead projection, flipcharts, case studies and exercises to ensure "active student participation."

Participants will not only gain knowledge -- they will learn how to implement best practices immediately.

We use a variety of tools and strategies for gathering data, decision-making, and managing group behavior. We focus on content, process, and results.

We specialize in the design, development, and conduct of training in the following areas:

Negotiations Grant Management Supervisory Skills Triennial Review Process

SIN 874-6 Acquisition Management Support

We can assist you with management analysis, position classification, HR benefits, work measurement, value engineering, industrial engineering, cost analysis, procurement, and the technology aspects of the activity under study. These outsourcing studies, and the resulting cost comparison, will determine whether it is more economical to award a contract to the most advantageous proposal or to perform the work in-house.

Labor Category Descriptions

The Service Contract Labor Standards, formerly the Service Contract Act (SCA) is applicable to this contract and as it applies to the entire 00CORP Professional Services Schedule and all services provided. While no specific labor categories have been identified as being subject to SCLS due to exemptions for professional employees (FAR 22.1101, 22.1102 and 29CRF 5413.300), this contract still maintains the provisions and protections for SCLS eligible labor categories. If and/or when the Contractor adds SCLS labor categories / employees to the contract through the modification process, the Contractor must inform the Contracting Officer and establish a SCLS matrix identifying the GSA labor category titles, the occupational code, SCLS labor category titles and applicable wage determination (WD) number. Failure to do so may result in cancellation of the contract.

Pricing for Instructor-Led Training plus travel and training materials, and negotiated customization (SIN 874-4):

7. For a course-by-course breakdown of costs, with the above discounts applied, please see below. This is representative list. Other programs may be added as they become available:

Inventory Management Programs:

Contracts Programs:

Strategic Sourcing Programs:

Negotiations Programs:

Supplier Development and Quality Programs:

Project Management Programs:

Domestic and International Law Programs:

Productivity Courses:

Purchasing Programs:

Federal Procurement Programs:**

$3,750

$4,661

$4,661

$3,750

$4,661

General Management Programs:

$4,661

$4,661

$3,750

$4,661

$3,750

INVENTORY MANAGEMENT PROGRAMS:

Inventory Management

2 days In this 2‐day program, inventory management strategies will be considered, given the complex nature of supply chain. Different methodologies in working with suppliers will be addressed. ABC analysis, consignment inventory, use of independent warehouses, and the use of MRP systems for future requirements will be evaluated. Participants will develop individual plans to reduce inventory in their divisions.

As a result of attending this course, participants will:

· Gain knowledge and understanding in the following areas:

· he value and liability of inventory

· Inventory management techniques

· How to develop an inventory management plan that meets company goals

· Develop and demonstrate skills or behaviors in the following areas:

· Assessing the need for and the consequences of inventory positioning

· Negotiating the specific requirements for JIT and Kanban‐based inventory programs

· Making total cost decisions when managing inventory issues

Just‐In‐Time (JIT) for Purchasing

1 day While companies attempt to improve their cycle times, quality, cost performance, and supply chain, many are embracing the Just‐In‐Time (JIT) purchasing method to accomplish improvements in these key areas. JIT is not about suppliers holding inventory or only Kanban, it is the embodiment of the philosophy of reducing non‐value activities. A complex area, JIT involves the assessment of complex computer systems, the order release process, total costs, and establishing real, close working relationships with suppliers and sub‐suppliers. A self‐test will be administered which measures their division's performance in establishing or implementing JIT.

The objectives of this 1‐day program are to:

· Learn the application of JIT to Purchasing

· Understand how to work with suppliers to implement JIT solutions

· Develop internal processes to interact with supplier JIT programs

Warehousing and Materials / Inventory Management

3 days The base objective of this module is to learn the physical operation of the warehouse including procedures and processes. Specifically, the following objectives are:

· To maximize space utilization and productivity with consideration to customer service, safety, and inventory control.

· Review of materials handling and storage equipment with consideration to size, weight, quantity, fragility, and hazardous characteristics of products to be handled and stored.

· To properly handle all transactions in a safe and orderly fashion.

· To properly document all inventory transactions in a timely and accurate fashion and in compliance with all requirements.

· To review methods and techniques to streamline flow.

CONTRACTS PROGRAMS:

Contract Administration

As a result of attending this 3‐day program, participants will be able to prepare a delivery order; write a Contract Administration Plan; execute roles and responsibilities as the Contracting Officer’s representative; effectively manage contractor’s performance; review and approve appropriate contract changes; assess and approve contractor invoices; develop closeout files for task orders or contracts; and adequately complete and compile contract files. Topics include preparing a delivery order against and IDIQ contract; developing a contract administration plan; roles and responsibilities of the Contracting Officer’s representative; conducting a pre‐performance conference; managing contractor performance; managing contract changes; managing contract property; remedies accountable to the government; processing contractor invoices; contract appeals and disputes; ensuring effective contract closeout; ensuring proper contract files; and helpful hints for successful contract administration.

As a result of attending this program, participants will be able to:

· Prepare a delivery order

· Write a Contract Administration Plan

· Execute roles and responsibilities as the Contracting Officer’s Representative

· Effectively manage contractor’s performance

· Review and approve appropriate contract changes

· Assess and approve contractor invoices

· Develop closeout files for Task Orders or Contracts

· Adequately complete and compile contract files

Contracts, Claims and Litigation

As a result of attending this program participants will be able to:

· Develop a project plan to manage vendor projects

· Follow a six step project management process

· Manage vendor contracts more effectively

· Identify and manage project schedules and risks

· Implement the goals of a contract or SOW and ensure effective corrective action

· Understanding contract terms and conditions

Contract Modification Process

The purpose of this 2‐day course is to define an effective contract change order and modification process for construction and services. Checklists and documentation requirement are provided to comply with FTA Circular 4220.1F.

As a result of attending this course, participants will:

· To define the requirements for the contract modification process pursuant to FTA Circular 4220.1F and the Master Agreement

· To describe the role and responsibilities required to ensure an effective modification process

· To indicate the methods to analyze and evaluate types of contract changes

· To provide tools for the analysis and documentation of modifications

Creating Performance‐Based Statements of Work

This 2‐day course focuses on how to create service type Statements of Work, Service Level Agreements (SLAs) and performance metrics. Participants will learn how to outline the SOW and will write key components of the SOW during the program.

As a result of taking this training, participants will be able to:

· Plan for upcoming performance‐based contracting

· Overcome service contract performance problems

· Draft and complete PBC Statements of Work

· Facilitate the creation of key PBC SOW measurements

· Effectively measure contractor performance under performance based service contracts

Essentials of Contracts

This 2‐day course provides the working supply management professional with an overview of legal principles and contract management. The UCC will be highlighted along with various alternatives in contract language.

As a result of participating in this seminar, participants will:

· Be able to accurately document the results of their agreements with their suppliers

· Learn the key aspects of the Uniform Commercial Code and critical terms of the buyer‐supplier relationship

· Understand the different types of purchase agreements used by The company and the roles and responsibilities of the buyer, legal staff, and purchasing management in developing and approving the terms agreed upon

· Be able to create and revise the most regularly used purchase terms

Incentive Contracting

This 2‐day program provides an orientation to incentive contracting; describes the structure and aspects of incentive type contracts; indicates how to evaluate incentive contract costs and performance elements; specifies the regulatory baseline; and defines the overall process of managing an incentive contract. Topics covered include choosing the right type of contract; regulatory basics; cost plus incentive fee contracts; constructing share ratios; fixed price incentive contracts; cost‐plus‐award‐fee and fixed‐price‐award‐fee contracts; award term incentive contracts; and administering the incentive contracting process.

The objectives of this course are to:

· Provide an orientation to incentive contracting;

· Describe the structure and aspects of Incentive Type Contracts,

· Indicate how to evaluate incentive contract costs and performance elements,

· Specify the regulatory baseline

· Define the overall process of managing an incentive contract

Performance‐Based Contracting

During this 2‐day program participants will understand the concept and use of Performance‐Based Contracting (PBC). Participants will learn to plan for and develop PBC statements of work, and design measurement criteria for work performed under such contracts. Contractor selection, performance incentives, outputs and outcomes and best practices will also be covered.

As a result of attending this course, participants will:

· Understand the concept and use of Performance‐Based Contracting (PBC)

· Enhance participants’ capability to develop PBC statements of work

· Design measurement criteria for work performed under such contracts

· Know when to use PBC as a procurement tool

Statements of Objectives

5 days This 5‐day program describes how to write Performance Based Contracting and Statement of Objectives under Government Acquisitions.

As a result of attending this course, participants will:

· Provide an overview of how the Statement of Objectives (SOO) fits within the context of a Statement of Work

· Define the critical elements of the SOO

· Indicate how each element of the SOO is properly developed

· Introduce best practice for SOOs for use and evaluation by participants

· Develop core competency of writing and reviewing Statements of Objectives

Writing Effective Statements of Work and Specifications

The 1‐day course will define when specifications and statements of work should be utilized. It will describe the formats to be used and the process through which these documents are produced. Specific examples of poor and excellent documents will be examined. Using generally recognized standards, the subject of how to develop a description of the product or service will be covered.

As a result of attending this course, participants will:

· Understand the importance of well‐written contract specifications and statements if work

· Learn the secrets of writing clear and complete specifications and statements of work

· Understand how the construction of the statement of work affects contract compliance

· Have a guideline for avoiding common pitfalls in specifications and statements if work

STRATEGIC SOURCING PROGRAMS:

Business Case Development

This 1‐day program provides guidance on how to build and sell a business case to peers, management, and third parties.

As a result of attending this course, participants will:

· Identify and communicate performance issues to key stakeholders

· Use business case compilation as an audit for project assumptions, data, and conclusion

· Obtain conceptual buy‐in and support from the organization

· Calculate and prioritize project costs and benefits

· Fulfill information needs to obtain project approval

Commodity Management

This 2‐day program covers the ABCs of commodity management: its structure, the roles and responsibilities of the function, the key interfaces, and the organizational implications. The need to evaluate new suppliers and technology will be covered. The establishment of long‐term contracts will be emphasized and explained. The requirements for supplier reviews will be specified and the key measures and initiatives will be highlighted.

As a result of attending this course, participants will:

· Describe the commodity strategy process

· Define the steps required to develop a world‐class commodity strategy

· Adequately define the strategy so that follow‐up sourcing projects can be specified

· Show how the Commodity Management and Strategic Development processes relate to sourcing activities

Cost and Price Analysis

This 2‐day, hands‐on program will define the concepts of price analysis, cost analysis, and best value. Specific techniques will be considered in the analysis of direct labor, materials, overhead, G&A costs, profit and profit margins. Learning curves and the sources of data to accomplish these types of analyses will be demonstrated. The importance of documenting the completed analyses and the formats for conducting this work will be emphasized.

As a result of participating in this seminar, participants will:

· To set forth the reasons to accomplish effective cost and price analysis;

· To train participants in recognizing, evaluating, and negotiating elements of suppliers’ costs and prices,

· To provide information on how to further investigate price trends and the impact of industry/market developments.

· To allow participants the opportunity to apply knowledge through a series of company‐specific cases and exercises.

· To describe and apply total cost methodologies

E‐Business

This program focuses on the e‐business landscape and the use of reverse auctions for procurement and supply management staff. Current trends, concepts, and applications are provided to participants. The outcome will be more informed decision‐making in this area.

As a result of attending this course, participants will:

· Understand the basic concepts of E‐Business

· Know how to assess different E‐Business offerings

· Be able to apply E‐Business initiatives to improve supply chain management

· Understand how to prepare an E‐Business strategy

Global Sourcing

The 1‐day course completely describes the aspects of purchasing internationally. Differences between domestic sourcing will be analyzed. The major steps and risks will be identified and the process to arrive at a reasonable sourcing strategy will be developed. Supplier management techniques will be covered as will the development of the proper organization and competencies to source effectively.

As a result of taking this course, participants will:

· Gain an overview of global sourcing issues

· Understand the requirements for effective global sourcing

· Be able to identify tradeoffs and decisions to be made

· Be able to determine how to administer the international contract

Market Research and Competitive Intelligence

½ day In this half‐day course the participants will learn effective methods for gathering market data and analyzing information about vendors in order to create winning business strategies.

As a result of attending this course, participants will:

· Understand the role of market research in business

· Learn ways to gather competitive intelligence, ethically and legally

· Learn to analyze and evaluate information gathered from public and internal sources

· Apply the information to the decision making process in procurement

Outsourcing for Competitive Advantage

In this one‐day course the participants will learn to differentiate between various outsourcing models, recognize outsourcing opportunities, and effectively manage outsourcing implementation to generate competitive advantage.

As a result of attending this course, participants will:

· Understand outsourcing in terms of choices, objectives, and challenges

· Learn to identify product and service candidates for outsourcing (e.g., differentiate between important functions and strategic core competencies)

· Understand unique requirements of outsourcing in vendor selection process

· Learn to manage internal change and vendor performance issues

· Apply the information to the outsourcing decision making process

Performing Technical Evaluations

This 1‐day course, which can be presented to both purchasing and user communities, will focus on the process that should be employed in evaluating supplier proposals. The development of effective evaluation criteria will be discussed, and various types of procedures will be considered. Specific examples of poorly conducted and documented evaluations will be covered.

As a result of participating in this seminar, participants we will:

· Provide the basis for the selection of the best technical proposals;

· Indicate shortfalls of unsuccessful proposals;

· Establish starting point for negotiations based upon proposed labor, material, and other costs.

Price Analysis and Negotiation Strategies

This 2 – day program provides direction on the requirements for price analysis/evaluation, and for best value acquisition. It establishes methods of price analysis and documentation requirements; defines circumstances for negotiations and creates documentation requirements; and helps to ensure that staff are following the requirements of the FAR and its published operating procedures. Topics include best value acquisition; developing the procurement for best value; requirements for price analysis; adequate price competition; evaluating price proposals; components of price analysis; choosing the right task order contract type; and negotiations.

As a result of attending this course, participants will:

· Provide direction on the requirements for price analysis / evaluation and for best value acquisition

· Establish methods of price analysis and documentation requirements

· Define circumstances for negotiations and create documentation requirements

· Ensure that staff are following the requirements of the FAR and its published operating procedures

Six Sigma Sourcing

1 or 2 days As a result of attending this four hour course the participants will:

· Understand the steps of Six Sigma

· Learn how to apply Six Sigma concepts to the sourcing process

· Develop ways to integrate DMAIC tools to vendor management

· Apply the Six Sigma methods to various types of projects

Strategic Sourcing Process: 9‐Step Tools

1 or 2 days This 2‐day program provides an overview of managing a sourcing project. A nine‐step process will be covered in details to guide your organization in gaining strategic supply management and sourcing strategies.

As a result of attending this course, participants will:

· Provide information on how to manage a sourcing project

· Explain the tie between the commodity strategy and supply management activities

· Provide an overall perspective of your Supply Management objectives

· Apply the 9‐step process to specific your sourcing projects

Supplier Evaluation and Selection

This 1 ½ workshop addresses the process of setting effective evaluation criteria to select the best suppliers and the methods of selecting suppliers using a cross‐functional approach.

As a result of participating in this seminar, participants will:

· Evaluate the total costs of the technologies/products proposed by suppliers

· Understand world‐class manufacturing and service capabilities

· Evaluate supplier assessment results and perform a risk assessment

· Perform a complex cost/price analysis

· Make a team‐based supplier selection decision based on bona‐fide evaluation criteria

· Participate and manage a team‐based supplier evaluation and selection process

Supplier Identification

In this 1‐day program participants will learn to determine when supplier identification activities are required, define customer requirements and be able to take advantage of supplier capabilities to achieve the organization’s objectives. They will also gain an understanding of research methods and learn various sources to use to find and evaluate potential suppliers. Participants will learn to develop criteria to evaluate potential suppliers to be included on solicitation short list. Lastly, participants will learn to work in a team environment to establish the best suppliers for consideration.

As a result of participating in this seminar, participants will be able to:

· Determine when supplier identification activities are required

· Define customer requirements and be able to take advantage of supplier capabilities to achieve objectives

· Understand research methods and learn various sources to use to find and evaluate potential suppliers that satisfy company’s needs

· Develop criteria to evaluate potential suppliers to be included on solicitation short list

· Work in a team environment to establish the best suppliers for consideration

Supply Chain Management

In this 2‐day program, participants will review their individual supply chains and identify the costs, lead‐times, and risks associated with them. Demand management, managing suppliers, the transformation and distribution processes and costs will also be assessed. Action plans will be developed to improve the efficiency and effectiveness of each supply chain.

As a result of attending this program, participants will be able to:

· Understand the structure and costs of specific supply chains,

· Be able to anticipate and establish programs/projects to counteract future problem/issues in specific supply chains,

· More effectively deal with demand and schedule fluctuations,

· Develop action plans to restructure supply chains to lower overall costs and to improve market responsiveness.

Supply Management Implementation

To provide understanding of supply chain theory and the impact on business results and customer expectations

Learning Objectives

· Knowledge about supply chain diagnosis and evaluation

· Learning of best practices of supply chain management

· Understanding of how to better manage the supply chain inputs, outputs, and measures

Behavioral Objectives

· Participants will gain skills that will enable them to:

· Assess the cross‐functional and cross‐organizational aspects of supply chain

· Able to discern the cause and effect of supply chain behavior

· Think and make decisions based on supply chain implications

Total Cost Management

This 2 ‐day program provides the essential aspects of managing the total cost of purchases. Background information for the total cost management initiative, tools to apply, and examples of results are provided.

As a result of attending this course, participants will:

· Conduct price, cost, margin, target cost, and should cost analyses

· Analyze learning curve and experience curve factors

· Consider various cost considerations for New Product Introductions

· Reduce total cost of ownership

· Use templates to make business decisions based on Total Cost

· Use Value Analysis and its benefits

Participants will gain skills that will enable them to:

· Make total cost business decisions

· Measure suppliers on a total cost basis

· Develop cost reduction strategies

· Understand product life cycle costs

· Understand their role and impact on company profitability

NEGOTIATIONS PROGRAMS:

Basic Negotiations

This 1‐day program provides the basic approaches to negotiations by buyers and sellers of goods and services. We will cover proven negotiation processes and techniques to ensure that the organization and its suppliers reach mutually acceptable terms. A six‐step negotiation process will be described. The value of negotiation planning and preparation will be covered, and participants will plan for both one‐on‐one and team negotiations. Feedback on negotiating styles and tactics will also be provided.

As a result of attending this course, participants will:

· Learn elements of effective planning in negotiations

· Understand the strategic and tactical roles and responsibilities of negotiators

· Gain knowledge of various tools and techniques to be employed in negotiations

· Understand the critical components of the negotiations process

· Examine cross functional and cross cultural aspects of negotiations

· Learn and apply cost/price analysis techniques

· Avoid the key pitfalls people face in buyer‐seller relationships

Intermediate Negotiations

This 1‐day program focuses on providing participants with a formal structure for completing the negotiation process. Negotiating techniques such as planning, choosing styles, deciding tactics, and using agendas and other control mechanisms will be covered.

As a result of attending this course, participants will:

· Provide a better understanding of negotiation process

· Ensure knowledge of negotiating tactics and styles

· Apply knowledge of negotiation process to internal and external negotiations

· Develop basic negotiating skills in one‐on‐one and team negotiations; and

· Apply the negotiation process to the company environment

Advanced Negotiations

The purpose of this 2‐day program is to enable increased productivity and effectiveness of procurement professionals through the sharing of best practice procurement methodologies, processes and tools, to create a stronger procurement community and network, and to provide consistent tools and processes for increased synergy of procurement efforts.

As a result of participating in this seminar, participants will be able to:

· Recalibrate on the key elements of the negotiation process

· Understand proven tactics and techniques and tactics used to achieve negotiating success

· Assess negotiations skills and develop plans for improvement

· Learn how to deal with objections made by the other party(ies)

SUPPLIER DEVELOPMENT AND QUALITY PROGRAMS:

Involving Suppliers in Quality and Cost Objectives

In this 1‐day program, participants will learn how to involve suppliers in continuously monitoring and evaluating cost performance. Using concepts such as value analysis, best value, make vs. buy, out sourcing, and lead‐time reduction, participants will learn how to develop plans to measure, evaluate, and improve cost management on the commodities they purchase. This program will highlight a process improvement model that can be used to improve purchasing processes and supplier quality. Specific examples of early supplier involvement will be demonstrated in typical purchasing situations. Participants will be able to develop individualized plans to improve results.

As a result of attending this program, participants will:

· Learn how to involve suppliers in continuously monitoring and evaluating cost performance

· Learn how to develop plans to measure, evaluate, and improve cost management on the commodities they purchase using concepts such as value analysis, best value, make vs. buy, outsourcing and lead time reduction

· Learn how to improve purchasing processes and supplier quality using a process improvement model

· Be able to develop individualized plans to improve purchasing results

Managing Supplier Performance

This 1‐day program addresses how a company manages performance of external providers of goods and services. Participants will learn how to establish and communicate a company's principal requirements (quality, responsiveness, dependability, cost of ownership, technology and environmental impact), and determine whether or not the requirements are being met. We will also discuss how a company assures that materials, components, and services furnished by suppliers and other business units meet the company's performance requirements. As a result of attending this course, participants will understand how supplier performance management is built around longer‐term partnering relationships, particularly with key suppliers. Participants will learn how to establish the expected performance criteria and measures used to assess performance, with suppliers as well as internal providers of goods, materials and service. Participants will have an opportunity to apply learning by establishing corrective actions to improve supplier relationships and performance.

As a result of attending this course, participants will:

· Address how a company manages performance of eternal providers of goods and services

· Understand how supplier performance management is built around longer‐term partnering relationships, particularly with key suppliers

· Learn how to establish and communicate a company’s principal requirements (quality, responsiveness, dependability, cost of ownership, technology and environmental impact) with its key suppliers

· Learn how a company assures that materials, components, and services furnished by suppliers and other business units meet the company’s performance requirements

· Establish the expected performance criteria and the measures used to assess performance, with suppliers as well as internal providers of goods, materials and services

· Determine whether or not a company’s requirements are being met, and how performance information is fed back to suppliers

· Improve your company’s supplier management program, including a supplier’s abilities to meet requirements, your company’s own supplier management processes, and reduce the cost of verification of supplier performance

· Establish ways that suppliers can participate in meeting the strategic objectives of the company, i.e. provide unique design, integration, and marketing capabilities through customer‐supplier teams

· Describe the actions and plans to improve supplier relationships and performance

Supplier Assessment

This 1‐day program will help participants understand the key aspects of supplier capability. They will learn how to participate in or lead a supplier audit. Once developed, they will be able to apply the organization's assessment tool, and provide adequate feedback to suppliers on capability and areas for improvement.

As a result of attending this course, participants will:

· Understand the key aspects of supplier capability

· Participate in or lead a supplier audit

· Apply the assessment tool, once developed

· Provide adequate feedback to suppliers on capability and areas for improvement

Supplier Development

1 ½ days This 1 ½ ‐day workshop provides direction on world‐class ways of working with suppliers to improve supply chain performance in all areas that will benefit the cross‐functional interests of the organization. Resources, setting goals, performance review methods, and communication issues are covered.

As a result of attending this course, participants will be able to:

· Manage the performance of external suppliers to meet corporate objectives

· Build long‐term relationships with key suppliers

· Assess supplier’s changing needs and capabilities

· Create continuous improvement plans for supplier development

· Work with suppliers to improve supply chain efficiency

Supplier Diversity

The 1‐day Supplier Diversity workshop describes how to develop a supplier diversity program, and how to integrate diverse suppliers into the organization's work. Examples of best practices will be provided for analysis. Participants will learn how to establish goals and action plans for supplier diversity programs.

As a result of this training, participants will be able to:

· Understand why Supplier Diversity is important

· Define Supplier Diversity program goals and expectations

· Articulate how to integrate supplier diversity into strategic sourcing process

· Work through the analysis for a specific commodity to determine:

· A realistic supplier diversity goal for the commodity

· Where and how to position minority/women owned businesses in the supply chain

· Identify available corporate resources

Supplier Implementation

This 1 ‐ day program will provide details how to implement new supplier contracts, creating communication plans, and ensuring supplier and user commitment.

As a result of attending this course, participants will be able to:

· Plan and execute transition of products to a newly selected supplier

· Lead and manage change required when implementing new parts or suppliers

· Deploy a set of tools to facilitate faster, more effective transition of products

· Develop a focused action plan for use by the transition team in implementing the new supplier relationship

PROJECT MANAGEMENT PROGRAMS:

Engineering Financial Practices

The 1‐day program focuses on financial decision making in engineering. Participants will learn how to make choices among a multitude of potentially rewarding projects, considering risks, return, and customer satisfaction.

As a result of attending this course, participants will:

· Learn the financial impact of engineering decisions

· Define and apply the financial terms in evaluating options

· Understand various engineering financial models

· Learn how to plan for uncertainty and risks

· Define real options analysis and its applicability to engineering projects

Essentials of Project Management Workshop

The purpose of this workshop is to provide knowledge and skills in the steps of the project management process. Each step of the process is covered in detail, and participants are asked to use current or future projects as classroom applications.

As a result of attending this course, participants will:

· Follow a definitive and logical project management process;

· Organize for and manage a Project Management Team;

· Write definitive work scope for services;

· Lead project teams through project definition through project evaluation and analysis;

· Develop and communicate status reports to all interested parties and;

· Develop, manage, and problem‐solve project schedule and cost problems.

Subcontract Administration / Management

This 3‐day program discusses the essential aspects of subcontract administration and supplier management. Participants will learn to identify risks and work with suppliers to reduce and retire project risks, be able to better manage the change order process, and understand and apply various techniques to track and manage supplier cost, quality, and schedule performance. We will describe the steps in the effective management of subcontracts, from generating the statement of work to managing subcontractor performance. Subcontracts are large dollar value procurements that are related to Government Prime Contracts. Outsourcing, and System Contracting efforts. The aspects of make versus buy, roles and responsibilities, total costs, supply chain management, and process improvement will be covered.