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Breakout Session # G12
Sean Williams, PMP, ITIL-F, CSM
Mike Ipsaro, CPCM, PMP, CCE/A
Integrity Management Consulting
30 July 2014
9:45am-11:00am
Follow the money – better acquisition
decisions through financial analysis
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Agenda • Introductions
• Main ideas
– ROI from financial analysis
– Ubiquity of financial analysis
• Decision Support Systems (e.g., PPBE, ARP, CPIC)
– Overview
– Financial analysis by DSS
• Challenges
• Solutions (via best practices, tools, vignettes)
• Takeaways
• Conclusion / Q&A
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Source: The Advocate
5 Source: GroundReport
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Ubiquity of financial analysis
• From concept to capability
– Most Federal investments are taxpayer-
funded.
• Spans nearly all Federal decision support
systems
– Missions, Portfolios, Programs, Projects, and
contracts all require financial resources.
– Due diligence is needed at each step along
the way.
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Ubiquity: From need to concept to
requirements to capability
Life Cycle
Cost
Cost
Estimating
ICE
POE
CCA
AoA
Operational
Concept and
Requirements
ICD, CDD
ORD
Full Funding
Funding
Policies
Incremental
Advance
Procurement DPG,
POM,
BES,
PDM,
PBD
Planning,
Programming &
Budgeting System
President’s
Budget
Congressional
Enactment
HAC, SAC, HASC,
SASC, SBC, HBC
Budget
Resolution
Authorization
&
Appropriation
Budget Authority, Commitment,
Obligation, Expenditure, Outlay,
Reprogramming
Budget Execution
End Strength
Modernization
Operational Capability
Readiness
Sustainability
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Decision Support Systems (DSS)
• Financial analysis spans many DSS including
ARP, SELC, PPBE, and CPIC.
ARP – Acquisition Review Process
SELC – System Engineering Life Cycle
PPBE- Planning, Programming, Budgeting and Execution
CPIC – Capital Planning Investment Control
Source: DHS
9
Acquisition and Program Management
Review Processes (ARP)
• ADEs (ADA & ARB)
• Acquisition documents
• Produces information used by the CPIC process
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Acquisition and Program Management
Review Processes (ARP)
• Challenges and Solutions:
• ARP and the Acquisition Review Board (ARB)
• Reviews
• Documentation
• Approval
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Acquisition and Program Management
Review Processes (ARP)
Source: MBAClubIndia.com
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Contracting Decision Support Process
Source: DAU
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Contracting Decision Support Process
• Challenges and Solutions:
• Business Need and Strategy
• Procurement
• Development / Operations & Maintenance
• Contract Closeout
Source: DAU
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Contracting Decision Support Process
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PPBE Contracting Decision Support Process
Source: DAU
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PPBE Contracting Decision Support Process
Source: U.S. Army
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PPBE Contracting Decision Support Process
Source: DAU
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PPBE Contracting Decision Support Process
Source: DAU
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PPBE Contracting Decision Support Process
Source: DAU
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PPBE Decision Support Process
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CPIC Decision Support Process
Source: DHS
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CPIC Decision Support Process
• Challenges and Solutions:
• Exhibits 300 / 53
• Documentation
–Review and Passback
–Going to Green
Source: HHS
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CPIC Decision Support Process
Source: DHS
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CPIC Decision Support Process
Source: Privacy Commissioner of Canada
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Interrelated Decision Support Systems
• Leverage existing artifacts, tools, practices across the DSS. Don’t reinvent wheel.
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Takeaways
• Financial analysis is as important as ever, if not more for
agencies today.
• Financial analysis is something we all do to some extent.
• Sound financial analysis can help agencies deploy
resources more efficiently and effectively.
• Financial analysis early in the acquisition process can
pay dividends later.
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Sean M. Williams, PMP, ITIL-F, CSM Program Analyst INTEGRITY MANAGEMENT CONSULTING 2000 Corporate Ridge, Suite 170
McLean, VA 22102 Phone: 703-349-3394 Cell: 703-647-0443 [email protected]
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