Training and Events

In this pre-recorded webinar, presenters discuss effective and ineffective ways small businesses use to communicate with, gain information from, and influence key stakeholders in the government.

Presenter: Marisol Herrera, Procurement Specialist, CT PTAC
Registration Here: https://us02web.zoom.us/webinar/register/WN_BTntQszgRxOZdFSsiXUvQA
Please submit questions prior to the webinar to: ptac@ctptac.org

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In this WBC/CTPTAC Contracting Series webinar, we will be presenting information on How to write a “Government Friendly” Capability Statement, to include covering key areas needed when soliciting your company capabilities to government agencies, prime contractors, and responding to Bid Opportunities.

Presenter: Valerie Marchand, CT PTAC Procurement Specialist

Registration Here: https://bit.ly/3exB9P0

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The presentation will provide an overview of the preaward accounting system design review process.  Participants will learn what occurs prior to the award of a cost-type contract, what is contained in the SF 1408, and what the applicable DFARS regulations say with regard to what comprises an acceptable accounting system.  Total contract costs, including direct costs and indirect costs will be discussed.  Examples of typically seen indirect rates will be provided as well as a discussion of selecting a proper allocation base will also be provided.  Participants will learn about the FAR Part 31 clauses that cover allowability, allocability, and reasonableness as well as concepts such as Contract Terms, Accounting for Contract Costs, Labor System, Timekeeping, Unallowable Costs, Cost by Contract Line Item, Billings, Cost Accounting Information, and Management Reviews/Internal Audits along with the applicable DFARS clauses.  Finally, some common deficiencies will be discussed.

Presenter: Joseph Greger, Small Business Program Manager, DCAA

Registration Here: https://register.gotowebinar.com/register/7011438723583118349
Please submit questions prior to the webinar to: ptac@ctptac.org

Joseph Greger, Small Business Program Manager, DCAA

Mr. Greger is the Small Business Program Manager and is located at DCAA Headquarters in Fort Belvoir, Virginia.  In this capacity, he serves as the program manager and audit expert for the small business program with responsibility to provide assistance, consultation and internal control with regard to audit requirements and their application to small business.

Mr. Greger graduated from California University of Pennsylvania with a Master of Science in Business Administration and a Bachelors in Accounting.  He began his DCAA career as an Auditor at the Herndon Branch Office in Northern Virginia.  He was promoted to Supervisory Auditor then Branch Manager at the Springfield Branch Office.  Mr. Greger has also served in Headquarters as an OWD Program Manager in the Operations Directorate.

Mr. Greger resides in Alexandria, Virginia.

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During this session attendees will receive a step-by-step guide to submitting a MAS proposal. This overview will include a checklist, tips for gathering the necessary documentation, and a review of the upload process.

Presenter: Alexis Kirksey, Program Manager, The Contracting Education Academy at Georgia Tech

Registration Here: https://us02web.zoom.us/webinar/register/WN_0T6zNXskTcmohzq1TIuJ6w
Please submit questions prior to the webinar to: ptac@ctptac.org

Alexis Kirksey, Program Manager, The Contracting Education Academy at Georgia Tech

Alexis Kirksey is the Program Manager for The Contracting Education Academy at Georgia Tech, operating within the Georgia Institute of Technology’s Enterprise Innovation Institute. Her expertise includes providing consultation to government and industry in all aspects of government contracting, including market research, solicitation and proposal preparation, contract accounting, contract administration, small business certifications, and Defense Contract Audit Agency (DCAA) compliance. In addition to teaching and designing instructional materials for operational units within Georgia Tech, she has worked with the National Contracts Management Association (NCMA), the National Center for American Indian Economic Development (NCAIED), and the Association of Procurement Technical Assistance Centers (APTAC). She has served as Defense Acquisition University (DAU) equivalency instructor for Georgia Tech since 2015.

Kirksey has a Master’s Degree and B.S. in Accounting from Kennesaw State University.

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The presentation will provide an overview of how proposal adequacy is determined through discussions on FAR Part 15, Table 15-2 and DFARs 252.215-7009.  The presentation will discuss proposal adequacy requirements for cost elements such as Direct Labor, Material, Subcontracts, Other Direct Costs (ODCs), and Indirect Rates.  Finally, participants will learn about historical data considerations, FAR Part 31 Unallowable Costs, common proposal deficiencies, and regulatory resources to assist with proposal development.

Presenter: Joseph Greger, Small Business Program Manager, DCAA

Registration Here: https://register.gotowebinar.com/register/4458683885678250509
Please submit questions prior to the webinar to: ptac@ctptac.org

Joseph Greger, Small Business Program Manager, DCAA

Mr. Greger is the Small Business Program Manager and is located at DCAA Headquarters in Fort Belvoir, Virginia.  In this capacity, he serves as the program manager and audit expert for the small business program with responsibility to provide assistance, consultation and internal control with regard to audit requirements and their application to small business.

Mr. Greger graduated from California University of Pennsylvania with a Master of Science in Business Administration and a Bachelors in Accounting.  He began his DCAA career as an Auditor at the Herndon Branch Office in Northern Virginia.  He was promoted to Supervisory Auditor then Branch Manager at the Springfield Branch Office.  Mr. Greger has also served in Headquarters as an OWD Program Manager in the Operations Directorate.

Mr. Greger resides in Alexandria, Virginia.

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During this session attendees will learn the different solicitation types, required response documents and receive best advice for proposal preparation. Additionally, students will participate in an hands-on exercise that requires the review of a Connecticut based solicitation document.

Presenter: Alexis Kirksey, Program Manager, The Contracting Education Academy at Georgia Tech

Registration Here: https://us02web.zoom.us/webinar/register/WN_bO7neeEvTPGhws8VsZc5jA
Please submit questions prior to the webinar to: ptac@ctptac.org

Alexis Kirksey, Program Manager, The Contracting Education Academy at Georgia Tech

Alexis Kirksey is the Program Manager for The Contracting Education Academy at Georgia Tech, operating within the Georgia Institute of Technology’s Enterprise Innovation Institute. Her expertise includes providing consultation to government and industry in all aspects of government contracting, including market research, solicitation and proposal preparation, contract accounting, contract administration, small business certifications, and Defense Contract Audit Agency (DCAA) compliance. In addition to teaching and designing instructional materials for operational units within Georgia Tech, she has worked with the National Contracts Management Association (NCMA), the National Center for American Indian Economic Development (NCAIED), and the Association of Procurement Technical Assistance Centers (APTAC). She has served as Defense Acquisition University (DAU) equivalency instructor for Georgia Tech since 2015.

Kirksey has a Master’s Degree and B.S. in Accounting from Kennesaw State University.

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During this session, attendees will receive an overview of the different types of teaming agreements recognized by the federal governments. The instructor will discuss pros and cons of each agreement and provide tips on managing these agreements. This session will also cover the available mentor-protégé programs and their benefits.

Presenter: Alexis Kirksey, Program Manager, The Contracting Education Academy at Georgia Tech

Registration Here: https://us02web.zoom.us/webinar/register/WN_WZQvmzZZTDS3FtFzhcLiQw
Please submit questions prior to the webinar to: ptac@ctptac.org

Alexis Kirksey, Program Manager, The Contracting Education Academy at Georgia Tech

Alexis Kirksey is the Program Manager for The Contracting Education Academy at Georgia Tech, operating within the Georgia Institute of Technology’s Enterprise Innovation Institute. Her expertise includes providing consultation to government and industry in all aspects of government contracting, including market research, solicitation and proposal preparation, contract accounting, contract administration, small business certifications, and Defense Contract Audit Agency (DCAA) compliance. In addition to teaching and designing instructional materials for operational units within Georgia Tech, she has worked with the National Contracts Management Association (NCMA), the National Center for American Indian Economic Development (NCAIED), and the Association of Procurement Technical Assistance Centers (APTAC). She has served as Defense Acquisition University (DAU) equivalency instructor for Georgia Tech since 2015.

Kirksey has a Master’s Degree and B.S. in Accounting from Kennesaw State University.

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The presentation will provide an overview of what a contractor should know about subcontracting: subcontract selection, subcontracting requirements, and the responsibilities of the prime contractor. The applicable FAR requirements will be discussed as well as the business systems involved with monitoring subcontracts. Participants will learn what information is required to be submitted with the annual incurred cost submission and what the subcontractor will need to provide to the prime. Finally, common deficiencies and frequently asked questions will be provided.

Also, the presentation will provide an overview of provisional billing rates (PBR). The purpose of PBR’s will be discussed along with the procedures for establishing the rates. Participants will learn when the PBR’s should be submitted and the types of information that should be included in the PBR proposal. The importance of billing rate monitoring will be emphasized along with common deficiencies that can occur when utilizing provisional rates. The presentation will also cover example procedures that DCAA may perform when reviewing the rates.

Presenter: Joseph Greger, Small Business Program Manager, DCAA

Registration Here: https://register.gotowebinar.com/register/8307666175708236045
Please submit questions prior to the webinar to: ptac@ctptac.org

Joseph Greger, Small Business Program Manager, DCAA

Mr. Greger is the Small Business Program Manager and is located at DCAA Headquarters in Fort Belvoir, Virginia.  In this capacity, he serves as the program manager and audit expert for the small business program with responsibility to provide assistance, consultation and internal control with regard to audit requirements and their application to small business.

Mr. Greger graduated from California University of Pennsylvania with a Master of Science in Business Administration and a Bachelors in Accounting.  He began his DCAA career as an Auditor at the Herndon Branch Office in Northern Virginia.  He was promoted to Supervisory Auditor then Branch Manager at the Springfield Branch Office.  Mr. Greger has also served in Headquarters as an OWD Program Manager in the Operations Directorate.

Mr. Greger resides in Alexandria, Virginia.

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