The Project Managers Guide to IDIQ Task Order Service Contracts (eBook)

Mark Salesky is a program management executive, certified as a Project Management Professional (PMP) and Continuous Process Improvement (CPI) Six Sigma Black Belt.  He has spent over 20 years in program management as a planner, organizer, and manager of product strategy, technology research & development and business operations for federal and commercial markets, built on the leadership and ethic of a full career as US Army officer. He has spent more than 12 years managing IDIQ contracts, more than 50 Task Order projects, and over 80 proposals.  

Dedication 5
Praise for The Project Managers Guide to IDIQ Task Order Service Contracts 6
Introduction 7
The Ethical Component 10
Notes 11
Contents 12
List of Figures 16
List of Tables 17
Part I: Understanding the IDIQ Contract 18
1: The Fundamentals 19
What is an IDIQ Task Order Contract? 19
What an IDIQ is not 21
When the Government Makes the IDIQ Base Award, it Resets to An Even Competitive Field 22
The Financial Value of the IDIQ 23
Get as Close to Defined Work as Possible 24
Why the Government Likes IDIQ Contracts 24
From the Company’s View 35
Notes 37
2: The Lifecycle of the IDIQ Contract 38
The Six Stages of the IDIQ Contract Lifecycle 38
Stage 1: Forming and Cooperating 40
Stage 2: Performing and Cooperating 40
Stage 3: Performing and Competing 41
Stage 4: Storming and Competing 41
Stage 5: Reforming and Cooperating 42
Stage 6: Adjourning and Competing 42
The Prime and its Subcontractors in the IDIQ Contract Lifecycle 43
How Much Subcontracted Work? 47
Reciprocity with Large-Business Subcontractors 48
The IDIQ Life Cycle from the Subcontractor’s View 48
Notes 52
3: Roles, Responsibilities, and Motivations of the Principals 53
Notes 77
Part II: Managing the IDIQ Contract 79
4: Contract Start-Up Activities 80
Work Breakdown Structure Confirmation and Dissemination 80
Contract Start-up Actions 81
Internal Kick-off 83
Client Kick-off 84
Subcontracts Actions 86
Start-up Actions for Finance 87
Information Security Actions 95
Communications 97
Starting the contract off right 98
Notes 98
5: Communicating the Project Essentials 99
Best Practices of Project Communications 99
Additional Rules of Thumb for Project Communications 101
Communications with Client 101
Communications with Executive Management 103
Communications with Performers 104
Communications with Subcontractors 106
Public Communications regarding US Government Contracts 107
The Importance of Documenting Decisions 109
Notes 113
6: Task Order Proposals 114
How Task Order Proposals differ from Contract Proposals 115
Engaging With The Potential Task Sponsor 117
Giving Subcontractors Their Due 119
Task Order Triage and Selection of Performer 122
Temperature Triage 123
Strategic Triage 124
Value Triage 124
Asset Triage 124
Proposal Capacity Triage 125
Probability of Win (Pwin) Triage 126
Selecting the Right Subcontractor Performer to Bid 126
Notes 128
7: Task Order and Work Package Management 129
Work Package Initiation 129
Bringing on Staff for Client Augmentation 131
When a Staff Member Goes Native 133
Keeping Discipline on the Task Order 135
So, Where Do You Find These Standards? 135
Monitoring Compliance 137
Project Discipline as Good Hygiene 137
Fixing Issues of Project Discipline 138
Project Discipline and the IDIQ Life Cycle 139
Conclusion of a Task Order or Work Package 140
Notes 143
8: Ongoing Management of the IDIQ 144
Quality Actions 144
Facilities Actions 145
Deliverables Actions 146
Risk Management Actions 146
Contract Administration Fees 149
Grading and Feeding the Contract 150
Funding Your PMO 151
Presenting the IDIQ Services Contract to Upper Management 155
When Should You Say “No Thank You?” 156
9: Conclusion of the Contract 158
Property Disposition in Cost-based Projects 159
Property Disposition in Fixed Price Projects 162
Security 162
Communications 164
Final Billing 165
Taking Care of your Performers at the End of the Contract 165
Your Next Assignment 166
Notes 167
Final Thoughts 168
Appendix A: Model Work Breakdown Structure 170
Appendix B: The Throughput Yield of Staffing 173
Appendix C: More about Teaming 178
Appendix D: Glossary 180
Index 184