ORAL PRESENTATION Preparing.


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Oral Presentations Can Transmit a Great Deal of Information in a Relatively Short Time. ... Oral Presentations can Augment or Substitute for Written Information ...
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ORAL PRESENTATION TRAINING

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AGENDA ORAL PRESENTATION OVERVIEW NAWCTSD USES FAR REQUIREMENTS SECTION L REQUIREMENTS SECTION M EVALUATION NAWCTSD ORAL PRESENTATION PROCEDURES TEAM MEMBER RESPONSIBILITES EXPERIENCES/LESSONS LEARNED

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ORAL PRESENTATION DEFINITION Oral Presentation means an oral accommodation of data to the Government that it will use, rather than composed specialized or administration proposition, to assess an offeror\'s comprehension of the Government\'s necessities .

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ORAL PRESENTATION - DISCUSSION Contracting Officer\'s dread that oral presentations would or could constitute discourses with in the significance of FAR and along these lines block grant without talks. The Oral presentation is an oral examination and does not constitute exchanges with in significance of FAR. Talks permits an offeror to outfit data about its proposition or to change its proposition.

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ADVANTAGES Oral Presentations Can Transmit a Great Deal of Information in a Relatively Short Time. Oral Presentations Allow the Evaluators to Test the Understanding of the Offeror\'s Key Personnel. Permits a Real-Time Interactive Dialog With the Offerors Oral Presentations May Be Less Expensive Than a Written Proposal. Can Reduce the Acquisition Cycle and Staffing Requirements

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ORAL PRESENTATION TYPES BRIEFING – One Way Communication SAMPLE TASK – Provide a Solution to a Task

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NAWCTSD USE Not Typically Used for Either Lower Complexity or Very Complex Acquisitions Used Almost Exclusively for Best Value Actions Multiple Award Contracts Training Systems Contract Fielded Training Systems Services (Limited Use) STRICOM Omnibus Contract Reduced PALT by 65%. Normal Award Takes 45-60 Days From RFP

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NAWCTSD USE Services Contractor Operations and Maintenance Services Engineering Services Trainer Moves Supply Instructional Systems Development Training Systems Training System Modification Acquisitions Oral Presentations Can be Based on the Following: Performance Specifications Functional Specifications Statement of Objectives

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FAR REQUIREMENTS FAR 15.102 Oral Presentations can Augment or Substitute for Written Information Same Restrictions concerning Written Information (Timelines and Content) Certifications, Representations, and Signed Offer Still Required in Writing A Pre-Recorded Video Presentation is NOT an Oral Presentation – (Can Be Used)

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FAR REQUIREMENTS FAR 15.102 Determination to Use Should Consider Ability to Evaluate the Information Need to Incorporate Proposal into Contract Impact on Acquisition Efficiency Impact on Small Businesses (e.g. taken a toll).

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FAR REQUIREMENTS FAR 15.102 Solicitation Type of Information Required Requirements of Presenting Personnel Requirements/Limits on Written Materials Location/Date/Time Amount of Time Allowed Scope and Content of Exchanges

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FAR REQUIREMENTS FAR 15.102 The Contracting Officer Shall Maintain a Record of Oral Presentations to Document the Source Selection Decision. The Method and Level of Detail Shall be at the Discretion of the SSA. A Copy of the Record May be Provided to the Offeror.

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ORAL PRESENTATION SCHEDULING FAR Does Not Prescribe Procedures for Scheduling Oral Presentations. The Presentation Schedule Can Follow an Order Established by Drawing Lots in Random.

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SECTION L - REQUIREMENTS Proposal Submission Includes (Provided Approximately 1 Week Prior To Orals) Proposal Presentation Slides Past Performance Information Section B, Supplies, Services, and Prices Section K and L Certifications, Reps, Information Acceptance of RFP, and any Admendments Government Agency Information Exceptions, Deviations, and Waivers

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SECTION L - REQUIREMENTS Instructions to Offerors Must Describe: Format and Content of the Offer (Proposal) Required Written Information, i.e., Prices or Cost Documentation,* References, Resumes Purpose, Format, and Content of Oral Presentation * Cost Documentation Required You should do a Cost Realism Analysis.

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SECTION L - ORAL PRESENTATION REQUIREMENTS Ground Rules Presentation Slides Submitted as Part of the Written Portion of the Proposal Specify Restrictions on the Presentation Media Used Draft Slides May be Submitted Earlier Usually No Limit on the Number of Slides Contractor\'s Permitted to Point Out Minor Discrepancies Contractor NOT Permitted to Revise its Proposal Slides Are Not Stand Alone Documents

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SECTION L - ORAL PRESENTATION REQUIREMENTS Ground Rules Requirements of Contractor Participants Briefing Personnel Requirements Subcontractors Clearance Requirements (Foreign Subs?) Government Facilities Government Provides Overhead Projector? Meeting Room, Podium, and so on

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SECTION L - ORAL PRESENTATION REQUIREMENTS Ground Rules (Continued) Number of Participants/Observers - PCO\'s Have Different Philosophy\'s on This Schedule for Presentations (Dates) Time Line for Presentations Clarification Follows Presentation NOT Discussions Oral Presentations Video Taped Copy Provided to Presenters at Conclusion Compact Disk or Tape

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SECTION L - SAMPLE ORAL PROPOSAL DISCUSSION POINTS Introduction The Component Activities of the Work Schedule for Starting and Completing the Work Allocations of Resources Risk Assessment of the Program Assessment of Organizational Elements, Subcontractors, and Persons to the Activities Conclusion

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SECTION L - SAMPLE SUPPLY PROPOSAL FACTOR REQUIREMENTS PROGRAM MANAGEMENT PM Plan Schedule Risk Management PAST PERFORMANCE TECHNICAL APPROACH Simulator Design System Integration Test and Evaluation Facility Preparation LOGISTICS Reliability, Maintainability, and Supportability. Information Requirements.

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SECTION L - SAMPLE INSTRUCTIONAL SYSTEMS DEVELOPMENT FACTORS PROGRAM Management Structure Organizational Chart Subcontracting Management Controls Management of the Contract Quality Control Training Systems Status Reporting Personnel Availability of Personnel Key Personnel Labor Categories (Experience) TECHNICAL APPROACH PAST PERFORMANCE

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SECTION L - SAMPLE SEVICES PROPOSAL FACTOR REQUIREMENTS TECHNICAL/MANAGEMENT Manning and Organization On-Site Organizational Work Force Key Personnel Back-Up Support Plan Organizational Chart Management of the Contract Management Experience Management Policies for a Stable Work Force Quality Assurance Surveillance Plan Technical Approach Contractor Operations and Maintenance Plan Supply Support Requirements PAST PERFORMANCE

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SECTION L - SAMPLE SEVICES MULTIPLE AWARD REQUIREMENTS TECHNICAL/MANAGEMENT Manning and Organization On-Site Organizational Work Force Key Personnel Back-Up Support Plan Organizational Chart Technical Approach Describe the Approach That Will be Used to Accomplish the Task Order Unique Company Capabilities PAST PERFORMANCE Show Cause Notices Cure Notices Terminations

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SECTION M - EVALUATION FACTORS SAMPLE SIMILAR TO NORMAL ACQUISITION TECHNICAL (Approach, ILS, PM) Cost - CAIV Technical>>Cost Technical = Past Performance Technical Approach>Logistics> Program Management Proposal Risk

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SECTION M - EVALUATION FACTORS REQUIREMENT: SOO and Section L EVALUATION: Determine whether the offeror meets necessities, is putting forth an upgrade (STRENGTH), has a blemish in its proposition (WEAKNESS), has a material disappointment (DEFICIENCY). Qualities/Weaknesses must be specifically identified with the Section M assessment criteria

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SECTION M - EVALUATION FACTORS Technical incorporates Proposal Rating and Risk Rating Proposal Rating - How well approach meets sales necessities Risk Rating - Potential effects of methodology on execution, calendar, and cost

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NAWCTSD ORAL PRESENTATIONS Slides Provided As Part of Proposal Normally Two Hours + Breaks No or Limited Questions During Presentations (PCO Determines) Government Meeting After Presentation to Develop Clarification Questions Establish Timeframe for Clarification (One Hour?)

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ORAL PRESENTATION SAMPLE TIMETABLE 0800 - 0830 CONTRACTOR SET-UP 0830 - 1100 CONTRACTOR ORAL PRESENTATION 1100 - 1230 GOV\'T TEAM REVIEW OF PRESENTATION 1230 - 1300 GOV\'T PRESENTS CLARIFICATION Q\'S 1300-1400 KR REVIEWS GOV\'T Q\'S 1400-1500 KR RESPONDS TO GOV\'T Q\'S

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NAWCTSD ORAL PRESENTATIONS Evaluators Utilize Evaluation Worksheets During Presentations Evaluations Done Immediately Following Oral Presentation/Clarification - Individual Effort + Group Review - Under Control & Guidance of Team Leader/SSEB Chair Can Review Tape Or Compact Disk as Required to Assure Fairness to Offeror PER Prepared Based on Evaluator\'s Assessments

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ORAL PRESENTATIONS Clarification Session Provides Better Insight Into the Depth and Breath of the Offeror\'s Understanding of the Requirements Ensures Government Understanding of the Proposal and Obtain Real-Time Resolution of Most Proposal Issues Broad Leeway in Asking for Information Relating to Presented Information Can Request Contractor to Explain Terms/Language Used During Presentation Can Request Contractor to Expand on Information Presented Cannot Allow Contractor to Revise Proposal Offeror\'s Cannot Respond at a Later Date Do NOT Allow Offeror\'s to Ask Questions to Evaluators All Offerors Must be Treated Fairly

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ORAL PRESENTATION DEBRIEFING Be Prepared to Conduct a Debriefing Offerors\' Will be Emotionally Unprepared That They Did Not Get the Award Explain Findings in General Terms Do NOT Provide a Comprehensive Critique of the Oral Presentation State the Findings and Reasonings – DO NOT Make a Slide-by-Slide Analysis.

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MAJOR TEAM MEMBERS Important Factor In Order for an Oral Presentation Evaluation to Be Successful, You MUST Have

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