Advanced Source Selection

Available Modalities:

  • e-Training
  • Public Classroom
  • On Site
  • Virtual Classroom
SHOW CREDIT DETAILS
Delivery Method PDU Total Technical PMP/PgMp Leadership Strategy PMI RMP PMI SP PMI ACP PfMP PMI PBA
Instructor-Led Training 15 15 0 0 0 0 0 0 0
Delivery Method Instructor-Led Training
PDU Total 15
Technical PMP/PgMp 15
Leadership 0
Strategy 0
PMI RMP 0
PMI SP 0
PMI ACP 0
PfMP 0
PMI PBA 0
  • CEUs: 1.5
  • CPEs: 18
  • PDUs: 15
  • Field of Study: General management skills that directly support project management professional development
Synopsis

Advanced Source Selection is a 2-day activity based course.  Participants expand their knowledge of the source selection process through hands on activities and discussions of challenges and lessons learned during each process phase. The course includes a number of best practices to improve your agency’s source selection process. 

Though the scenario based activities students participate in all phases of the source selection process, including development of a source selection plan, development of evaluation factors and instructions to offerors, proposal evaluation, and reviewing the technical evaluation report.  Prior source selection experience is preferred, but not necessary. 

Reminder: Participants taking this course should not take Source Selection Essentials. These courses are redundant and will be treated as a single course toward all certificates.

Learn
  • Apply the basic principles of source selection, including applicable FAR requirements, ethics, evaluation factors, and exchanges;
  • Develop a Source Selection Plan (SSP)
  • Evaluate proposals, determine competitive range, conduct discussions, request Final Proposal Revisions (FPR), and present evaluation results to Source Selection Authority (SSA); and
  • Analyze evaluation documentation in preparation for SSA’s decision and contract award, and prepare for debriefings and protests (if any).

This course uses digital materials.

Topics
  • Source Selection Overview

    Basics of Source Selection

    Evaluation Factors

    Exchanges

    Ethics in Source Selection

  • The Source Selection Plan

    Typical SSP Contents

    Tradeoff vs. LPTA Process

    Source Selection Team

    Evaluation Factors and Standards

    Proposal Instructions

  • Evaluation and Competitive Range

    Instructing Technical Evaluators

    What Scoring Looks Like

    Guidance on Evaluation of Specific Factors

    How to Approach Risk

    Past Performance Evaluation

    Competitive Range Determination

  • Discussions, Final Proposal Revisions, and Presenting Results to SSA

    Negotiations/Discussions

    Documenting the Evaluation
  • Contract Award and Protests

    Comparative Analysis of Proposals

    Selection Decision

    Debriefings

    Protests