Federal Strategic Sourcing Strategic Sourcing Working Group Workplan Community of Practice Metrics Team Status Brief for SSDB December 14, 2009

Page 1 Contents SSWG Workplan Background SSWG Workplan Objectives SSWG Workplan Objective 6: Metrics Metrics Team Progress & Next Steps

Page 2 OVERVIEW The SSWG Workplan was prepared at the Federal Strategic Sourcing Conference The two-day conference had representatives from across 14 government agencies The intent of the working session was to: –Identify the specific near-term goals and objectives of the SSWG –Define the tasks required to achieve the identified objectives –Discuss expected results –Define next steps The SSWG Workplan was prepared at the Federal Strategic Sourcing Conference The two-day conference had representatives from across 14 government agencies The intent of the working session was to: –Identify the specific near-term goals and objectives of the SSWG –Define the tasks required to achieve the identified objectives –Discuss expected results –Define next steps Results generated by the team will be leveraged to define the future direction of SSWG and government-wide strategic sourcing SSWG Workplan Background

Page 3 19 participants from across 14 agencies came together to develop the SSWG Workplan SSWG WORKPLAN CONTRIBUTORS

The COP is led by the FSSI Program Management Office within GSA. It is the responsibility of the COP to execute the objectives of the SSWG Workplan. COP Page 4

Page 5 Four key strategic sourcing goals, as defined by stakeholders within the Federal community, along with recent OMB guidance were used to guide the Community of Practice (CoP) in their development of the SSWG Workplan FEDERAL STRATEGIC SOURCING GOALS Goal 1: Avoid unnecessary duplication of effort in pursuing OMB Strategic Sourcing Initiative Goal 2: Develop standard processes and tools that can be leveraged throughout the government Goal 3: Establish mechanisms to increase savings, value, and socio-economic participation Goal 4: Share best practices and build upon the strategic sourcing community of practice OMB GUIDANCE Per Peter Orszag’s “Improving Government Acquisition” memo dated July 29,2009 states that: The Administration has set a net savings target of $40 billion a year through better acquisition and acquisition-related program practices. Accordingly, each agency shall develop a plan to save 3.5 percent of baseline contract spending in FY 2010 and a further 3.5 percent in FY The CoP came together as a government-wide organization to identify ways to begin achieving these goals and savings targets while generating operating efficiencies

Page 6 The scope of the SSWG Workplan was defined through an agreed upon set of objectives #WORKPLAN OBJECTIVES 1 Develop knowledge sharing tools that can be used to share strategic sourcing best practices, templates and lessons learned within the government sourcing community 2 Identify what policy / guidance recommendations are required from OMB/OFPP to further encourage government-wide participation in strategic sourcing and determine how these policies should be enforced 3Identify next common government-wide strategic sourcing opportunities 4 Revisit and revise ConOps for current environment of Government-wide Strategic Sourcing 5Evaluate e-Procurement and IT tools to enable strategic sourcing process 6 Develop overarching strategic sourcing performance metrics SSWG WORKPLAN OBJECTIVES

Membership Metrics Team Ken Brennan (Lead)DON(703) Jim ClausenDOD CIO(703) ext Michel KareisGSA(703) Jennifer MartinOSD(703) Kristina NelsonGSA(703) Anne-Marie Sattler (Lead)DON(703) Pia ScottDOI(202) Lee SimonUSMC(619) Celeste SteeleDHS(202) Roger YeeDON(703) Page 7

Page 8 Short Term Work Plan Objective #6 EXECUTION OF OBJECTIVETASKS Identify audience Brainstorm future state of performance metrics requirements Identify existing/available metrics - within agencies and government-wide Review pros and cons of identified metrics Identify gaps Identify operational definitions of identified metrics Prioritize metrics ESTIMATED TIME FOR COMPLETION 4 months (FEB 2010) WORK PLAN OBJECTIVE 6 Develop overarching strategic sourcing performance metrics

Page 9 Long Term Work Plan Objective #6 EXECUTION OF OBJECTIVETASKS Provide operational definitions of identified metrics Provide performance metric recommendations to Policy and ConOps Workgroups Prioritize metrics and develop: -Audience -Metric definitions -Calculations -Collection Process and Schedule ESTIMATED TIME FOR COMPLETION 12 months (OCT 2010) WORK PLAN OBJECTIVE 6 Implement overarching strategic sourcing performance metrics

Page 10 Metrics Team Progress Meetings: 11/04, 11/17, 12/8 Currently meeting on a bi-monthly basis Documents: Metrics Team Charter Initial List of Strategic Sourcing Performance Metrics OFPP Annual Report Guidance: Developed an implementation plan

Page 11 OFPP Annual Report Guidance Guidance will be used to capture metrics Reporting Guidance Lag: Unable to implement metrics into the current year due to the fact that agencies didn’t have prior guidance as to what was going to be measured Implementation Plan: For FY 10 List of expected Metrics Clause requesting Agency implementation actions to enable FY11 metrics reporting For FY 11 Metrics shall be reported as requested

Page 12 Next Steps Signatures for Charter Continue cleansing the preliminary list of overarching strategic sourcing performance metrics Standardize to one group, pulling in the CoP Measures & Metrics workgroup chartered in OCT 2008 Meeting with Jack Kelly (OFPP) to gain insight on key metrics Provide detailed list of SS Performance Metrics for inclusion in the FY10 OFPP Annual Report Guidance

Upcoming Events Page 13 Event List EventDate 1. Report progress at CoP FSSI MeetingDecember 17, Next Metrics Team MeetingJanuary 7, Meeting with Jack KellyTBD

SSWG Workplan Objective Summaries Supporting Information

Page 15 Summary of Work Plan Objective #1 EXECUTION OF OBJECTIVETASKS Survey affected community Conduct needs assessment Develop requirements framework Develop taxonomy Collect information Create knowledge sharing portal Develop outreach plan Create training module ESTIMATED TIME FOR COMPLETION 12 months WORK PLAN OBJECTIVE 1 Develop knowledge sharing tools that can be used to share strategic sourcing best practices, templates and lessons learned across the government-wide sourcing community

Page 16 Summary of Work Plan Objective #2 EXECUTION OF OBJECTIVETASKS Identify and recommend required policy elements (i.e., training, governance, socio-economic, reporting, scorecard metrics) Establish teams to address/draft each policy area Consolidate overarching policy Define enforcement process Staff for review (CoP/OFPP) Review and approve policy recommendations(OMB) Distribute signed policy (OMB) ESTIMATED TIME FOR COMPLETION months WORK PLAN OBJECTIVE 2 Identify policy / guidance recommendations that are required from OMB/OFPP to further encourage government- wide participation in strategic sourcing and determine how these policies should be enforced

Page 17 Summary of Work Plan Objective #3 EXECUTION OF OBJECTIVETASKS Review FSSI PMO FY10 Opportunity Analysis Solicit input and recommendations from the CoP regarding additional government-wide opportunity areas that are of interest Develop business cases for identified opportunities and develop short- list of government-wide recommendations for FY10 ESTIMATED TIME FOR COMPLETION 4-6 months WORK PLAN OBJECTIVE 3 Identify next common government-wide strategic sourcing opportunities

Page 18 Summary of Work Plan Objective #4 EXECUTION OF OBJECTIVETASKS Review current FSSI ConOps by end of Q1 FY10 Revise ConOps by end of Q2 FY10 -Expand governance, coordinate with Policy Workplan group -Charter signatories to include all C-level Officers -Identified original policy letter Share revised ConOps with various communities by end of Q3 FY10 Obtain final signatures by end of Q4 FY10 Socialize and disseminate by end of Q2 FY11 Conduct quarterly review of ConOps ESTIMATED TIME FOR COMPLETION 4 months WORK PLAN OBJECTIVE 4 Revisit and revise ConOps for current environment of Government-wide Strategic Sourcing

Page 19 Summary of Work Plan Objective #5 EXECUTION OF OBJECTIVETASKS Identify IT solutions for evaluation, such as: -E-Procurement Tool -FPDS Spend Analysis Tool -Contractor FTE Tool (leverage off of ARRA) -Opportunity Assessment Tools -Requirements Definition Tools Evaluate IT landscape across Federal government Define criteria for recommendation Provide recommendations to SSWG for implementation ESTIMATED TIME FOR COMPLETION 12 months WORK PLAN OBJECTIVE 5 Evaluate e-Procurement and IT tools to enable strategic sourcing process

Page 20 Summary of Work Plan Objective #6 EXECUTION OF OBJECTIVETASKS Identify audience and brainstorm future state of performance metrics requirements Identify existing/available metrics - within agencies and government-wide Review pros and cons of identified metrics Identify gaps Provide operational definitions of identified metrics Provide performance metric recommendations to Policy and ConOps Workgroups Prioritize metrics and develop: -Audience -Metric definitions -Calculations -Collection Process and Schedule ESTIMATED TIME FOR COMPLETION 18 months WORK PLAN OBJECTIVE 6 Develop overarching strategic sourcing performance metrics