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Al Muñoz, CFCM, PMP, Dept. of Agriculture Date May 15, 2014 Time 11:15 – 12:15 Strategic Sourcing: Strategy & Tactics for Shaping Better Collaborations
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Al Muñoz, CFCM, PMP, Dept. of Agriculture Date May 15, 2014 Time11:15 – 12:15 Strategic Sourcing: Strategy & Tactics for Shaping Better Collaborations.

Jan 16, 2016

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Page 1: Al Muñoz, CFCM, PMP, Dept. of Agriculture Date May 15, 2014 Time11:15 – 12:15 Strategic Sourcing: Strategy & Tactics for Shaping Better Collaborations.

Al Muñoz, CFCM, PMP, Dept. of Agriculture

Date May 15, 2014

Time 11:15 – 12:15

Strategic Sourcing: Strategy & Tactics for Shaping Better Collaborations

Page 2: Al Muñoz, CFCM, PMP, Dept. of Agriculture Date May 15, 2014 Time11:15 – 12:15 Strategic Sourcing: Strategy & Tactics for Shaping Better Collaborations.

Agenda

• Strategic Sourcing

• Specific Techniques

• The Case for a Strategic Approach

Page 3: Al Muñoz, CFCM, PMP, Dept. of Agriculture Date May 15, 2014 Time11:15 – 12:15 Strategic Sourcing: Strategy & Tactics for Shaping Better Collaborations.

Introduction

• Who’s in the room?

Page 4: Al Muñoz, CFCM, PMP, Dept. of Agriculture Date May 15, 2014 Time11:15 – 12:15 Strategic Sourcing: Strategy & Tactics for Shaping Better Collaborations.
Page 5: Al Muñoz, CFCM, PMP, Dept. of Agriculture Date May 15, 2014 Time11:15 – 12:15 Strategic Sourcing: Strategy & Tactics for Shaping Better Collaborations.

Question

Is “your” agency still buying in the dark?

Page 6: Al Muñoz, CFCM, PMP, Dept. of Agriculture Date May 15, 2014 Time11:15 – 12:15 Strategic Sourcing: Strategy & Tactics for Shaping Better Collaborations.

Strategic Sourcing

• Three Main Themes (OMB Memo M-13-02)– Saving Money– Reduced Workforce Burden– Increase achievement of socio-economic

goals

Page 7: Al Muñoz, CFCM, PMP, Dept. of Agriculture Date May 15, 2014 Time11:15 – 12:15 Strategic Sourcing: Strategy & Tactics for Shaping Better Collaborations.

Some Techniques

• Co-sourcing– Pooling of multiple requirements into fewer

contract actions so there’s less work

• Consolidation– Pooling of multiple requirements for the

specific purpose of achieving bulk or volume discounts

Page 8: Al Muñoz, CFCM, PMP, Dept. of Agriculture Date May 15, 2014 Time11:15 – 12:15 Strategic Sourcing: Strategy & Tactics for Shaping Better Collaborations.

Some Techniques

• Standardization– Using consistent requirements to meet

similar needs so there’s less work

• Localization– Custom, scaled-back standards to meet

lesser, and less costly needs

Page 9: Al Muñoz, CFCM, PMP, Dept. of Agriculture Date May 15, 2014 Time11:15 – 12:15 Strategic Sourcing: Strategy & Tactics for Shaping Better Collaborations.

Case Study – Agency Help Desk

• Multiple agencies with disparate help desk contracts and budgets banded together to find a common solution.

• In addition to savings, banding together allowed them to purchase features that separately they were not able to reach for because of budget constraints.

Page 10: Al Muñoz, CFCM, PMP, Dept. of Agriculture Date May 15, 2014 Time11:15 – 12:15 Strategic Sourcing: Strategy & Tactics for Shaping Better Collaborations.

Case Study – Agency Help Desk

• By leveraging the contracted services, smaller partners now get Help Desk Services 24/7, 365 days a year and a standard help desk software package that produces comprehensive call volume statistics.

• Smaller partners weren’t including enhanced features in their prior contracts because they could not afford them.

Page 11: Al Muñoz, CFCM, PMP, Dept. of Agriculture Date May 15, 2014 Time11:15 – 12:15 Strategic Sourcing: Strategy & Tactics for Shaping Better Collaborations.

Case Study – Agency Help Desk

• Successful vendor partnered with software company to provide a comprehensive package.

• Lowered their cost, enhanced their capabilities, made them a more valuable choice.

Page 12: Al Muñoz, CFCM, PMP, Dept. of Agriculture Date May 15, 2014 Time11:15 – 12:15 Strategic Sourcing: Strategy & Tactics for Shaping Better Collaborations.

Need for Strategic Choices

• Contracting has changed from a administrative, transactional process

• Strategic sourcing – forward looking, information based and involves both technical and acquisition staff as well as industry partners

Page 13: Al Muñoz, CFCM, PMP, Dept. of Agriculture Date May 15, 2014 Time11:15 – 12:15 Strategic Sourcing: Strategy & Tactics for Shaping Better Collaborations.

Strategic Sourcing for Everyone

• Communication – first and throughout the process

• New approaches– Not just strategy– New techniques– New ways of looking at business problems– New technologies

Page 14: Al Muñoz, CFCM, PMP, Dept. of Agriculture Date May 15, 2014 Time11:15 – 12:15 Strategic Sourcing: Strategy & Tactics for Shaping Better Collaborations.

Communication

• Communication throughout the process is the key.– Start to finish and continuing through

close-out

• Prior to solicitation, anyone, including program managers and users may meet with potential offerors to exchange general information and conduct market research related to an acquisition.

Page 15: Al Muñoz, CFCM, PMP, Dept. of Agriculture Date May 15, 2014 Time11:15 – 12:15 Strategic Sourcing: Strategy & Tactics for Shaping Better Collaborations.

Communication

• Communication is more restricted during solicitation, during which time the CO is the focal point, and ends with receipt of proposals.

• Any information directly affecting proposal preparation must be shared with all potential offerors.

Page 16: Al Muñoz, CFCM, PMP, Dept. of Agriculture Date May 15, 2014 Time11:15 – 12:15 Strategic Sourcing: Strategy & Tactics for Shaping Better Collaborations.

In a nutshell

Government contracting of the future will be about interacting with industry more meaningfully, and about designing effective solutions together…

…not about buying or selling in the dark.

Page 17: Al Muñoz, CFCM, PMP, Dept. of Agriculture Date May 15, 2014 Time11:15 – 12:15 Strategic Sourcing: Strategy & Tactics for Shaping Better Collaborations.

Thank you!

Contact Information:

Al Muñoz

[email protected]

@AlMunozDC