The NEW MAS Report Card

1. The NEW MAS Report Card Maura Kortlang Walter Eckbreth Supplier Management

2. Contents • Alphabet Soup • Supplier Management Organization • MAS Program 1995-2006 • CAsI and the CAV – Today and Tomorrow

3. Alphabet Soup • MAS – Multiple Award Schedules • IFF – Industrial Funding Fee • 72A – Contractor Report of Sales • PCO – Procurement Contracting Officer • ACO – Administrative Contracting Officer • IOA – Industrial Operations Analyst • CAsI – Contractor Assessment Initiative • CAV – Contractor Assistance Visit

4. Supplier Management Organization • Central Office – program management, guidance and oversight • Four regional offices - Boston, Atlanta, Chicago, San Francisco • Contract Administration by ACOs • Coordination of IOA operations • IOAs in field locations throughout the U.S.

5. MAS Program - FY 1995-2006

6. Evolution of the MAS Report Card • 1995: ACO monitoring sales & IFF • 1997: Pilot - IOA review of 72A/IFF • 1999: Internal CAV process • 2002: CAsI Report Card • Target audience is PCO and contractor • Combines CAV data with ACO input • Two reviews during 5 year contract term • Focus on process review • 2007: CAsI Next Generation is coming!

7. Subpoena power Lengthy data collection and analysis Focus on pricing issues Complete review of transactions Pre-award or post-contract Looking for mistakes No subpoena power Short visit and quick turnaround Review of many compliance areas Process review and data sampling Pre-expiration and mid-term reviews Helping contractor succeed IG Audit vs IOA CAV

8. CAsI and the CAV - Today • CAsI Report Card includes 27 topics • 10 are ACO input • 17 come from IOA’s CAV report • Determination of overall rating: • All 27 positive = Outstanding • 22-26 positive = Successful • <22 positive = Unsuccessful

9. CAsI and the CAV – Tomorrow • Scheduled implementation - Summer 2007 • 26 evaluation topics • Some differ from current CAsI topics • 8 are ACO input - 18 from CAV • More complex determination of overall rating • Not punitive • Opportunity to improve

10. NEW Report Card – Mandatory Elements If all Critical Elements are met: failure in one (1) item in Mandatory Elements will result in a VERY GOOD rating; failure in any two (2) or three (3) items from this section will result in a SATISFACTORY rating; failure to meet four (4) or more items in Category 2 will result in a MARGINAL rating.

11. NEW Report Card – Mandatory Elements • Timely Reporting of Sales • Timely Remittance of IFF • Advantage! Up to date • Timely delivery • Honor warranty • Accepts Purchase Card • Contract Admin information up to date • Name Change/Novation • Free of Cure Notices • Participating Dealer listing up to date • Prompt Payment terms

12. NEW Report Card – Critical Elements Failure to meet any one (1) of these items will result in a rating of SERIOUS CONCERNS EXIST

13. NEW Report Card – Critical Elements • Scope of contract • Trade Agreements Act • Using the current pricelist • Accurate sales tracking system • Meeting the minimum sales criteria • Process for monitoring "basis of award" customer • Charging customers the contract price or lower • Economic Price Adjustments • Achievement of subcontracting goals

14. NEW Report Card – Above and Beyond EXCEPTIONAL rating: Must be Very Good and no more than one (1) failure in this group

15. NEW Report Card – Above and Beyond • Proactive with products & services • Accept purchase card over micro-purchase • Using e-Tools • Second tier BPA pricing • Teaming Arrangement documentation • Free from Bankruptcy

16. Walter Eckbreth walter.eckbreth@gsa.gov Phone: 703-605-2507 Maura Kortlang maura.kortlang@gsa.gov Phone: 703-605-2525 Questions?