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Acquisition & Contracts Management Expert Witness

Provides Opinion & Testimony In:

Acquisition & Contracts Management Consultant, Procurement, Contracting, Business Financial Management, Program Management, Defense Contracting, SBIR/STTR Policy Directives and Processes, Contract Disputes and Claims, Certified Cost or Pricing Data, Defective Pricing, Contract Compliance, Contract Administration, Source Selection, Best Value Trade-Off Acquisition Strategies, Federal, Defense & SBIR/STTR Profit Policies, DoD Weighted Guidelines, Pre and Post Award Contracting, Contract Types, Government Market Research, Marketing to Government Agencies, Locating Government Contract Opportunities, Small Business Certifications, Federal Acquisition Regulation (FAR), Defense Federal Acquisition Supplement (DFARS), Federal and Defense Acquisition, Contracting and Procurement Processes

Expert No. 833

Personal Statement

Expert has significant and relevant experience developing and teaching MBA resident and distance learning DAWIA Level I through III equivalent acquisition and contracting courses at the Naval Postgraduate School (NPS), Graduate School of Business and Public Policy, Monterey, CA. In addition to teaching and advising U.S. and allied nation defense civilians and military officers at NPS, he provided a broad range of contracting support and advice to Department of Defense contracting professionals and program managers. His professional credentials include a defense focused Master’s degree in Acquisition and Contract Management, DAWIA Level III Contracting Certification, and the National Contracts Management Association’s Certified Profession al Contracts Management (CPCM) and Certified Federal Contracts Management (CFCM) professional designations Additionally, I have earned Centre Law’s Certified Schedules Contracts Manager (CSCM) professional designation and the Association of Procurement Technical Assistance Centers (APTAC) Certified Procurement Professional (CPP) designation.

He is an accomplished leader, educator and innovator in the fields of acquisition, procurement, contracting, business financial management and program management. His supported clients and former employers have included the Department of Defense, Department of the Navy, Naval Postgraduate School, International Defense Acquisition Resource Management Program, Booz Allen Hamilton, Major Defense Acquisition Programs (MDAPs), HII Ingalls Shipbuilding, the Polish Ministry of National Defense and numerous large and small federal and defense contractors.

Significant & Relevant Work Experience

Acquisition, Contracting & Program Management Consultant (July 1997 – Present)
Independent Consultant

Provided independent acquisition, contracting, and program management consulting services to various government contracting organizations and businesses. Reviewed and developed strategic Acquisition Strategies, Acquisition Plans, Source Selection Plans, Incentive Plans, Contract Terms and Conditions, Procurement Operations and Control processes, Supplier Management Monitoring and Oversight processes, and marketing strategies for supported customers. Ensured developed plans and processes met the supported customer’s acquisition goals, business ethical standards and regulatory compliance requirements.
Helped develop a National Acquisition Strategy for Poland. As a key senior consultant, reviewed Poland’s existing Requirements Generation, Resource Allocation and Acquisition Management decision support systems and provided recommendations to improve the country’s defense acquisition strategies, organizations, policies and processes.

Senior Procurement Advisor (July 2017 – Present)
San Diego Contracting Opportunities Center (COC) / Procurement Technical Assistance Center (PTAC), San Diego, CA

As the San Diego PTAC’s Senior Procurement Advisor, I provide a full range of government contracting support, training and advice to large and small businesses that are seeking federal, defense, state and local prime contract and subcontracting opportunities. These services include, among others, helping businesses with their government registrations, representations, and certifications within the Federal System for Award Management (SAM.gov), interpreting Federal Acquisition Regulations (FAR) and Defense Federal Acquisition Regulation Supplement (DFARS) regulations, providing insight into government source selection processes, solicitation provisions, contract clauses and the various pricing and payment arrangements under fixed price and
cost reimbursement contracts, performing solicitation and proposal reviews, and advising clients on a wide range of contract compliance requirements and post award contract administration and close-out issues.

In addition to the above services, I help eligible businesses apply for the following small business certifications: SBA 8(a) Business Development Program, HUBZone Small Business,
Women Owned Small Business (WOSB) and Economically Disadvantaged Women Owned Small Business (EDWOSB) certifications. As a Veterans Administration (VA) Center for Verification and Evaluation (CVE) Verification Counselor, I help veteran owned small businesses understand the eligibility requirements and application process to obtain the VA’s Veteran Owned Small Business (VOSB) or Service Disabled Small Business (SDVOSB) certifications.

As one of the Association of Procurement Technical Assistance Centers’ most experienced government contracting subject matter experts, I am often called upon by other PTAC Procurement Specialists and Counselors to help them understand and resolve challenging and complex government procurement issues.

Senior Government Contracting & Technology Transition Advisor (July 2015 – July 2017)
TechLink Center, Montana State University (MSU), Bozeman, MT

Provided a new capability to the TechLink Center at MSU by providing government contracting and technology transition advice to supported TechLink clients across the United States. Helped clients identify and market high technology and innovative products and services to the Department of Defense and other Federal Agencies that solicit R&D Broad Agency Announcements and participate in the Small Business Innovation Research (SBIR) / Small Business Technology Transfer (STTR) Programs. Provided advice and advocacy services to clients that needed assistance with government contract solicitations, proposal development, contract terms and conditions and technical data rights issues. Provided presentations at the Greater Yellowstone Regional Entrepreneurship and SBIR/STTR Summit in August 2015 and the Association of Procurement Technical Assistance Centers (APTAC) Fall 2016 and Spring 2017 National Training Conferences.
Provided ongoing government contracting advice to TechLink’s staff of Technology Managers and Senior Licensing Advisors. Received APTAC’s prestigious 2017 Economic Impact Award in recognition of the exemplary government contracting research and advice provided to supported clients.

Program Director & Government Contracting Advisor (July 2015 – July 2016)
Bozeman Procurement Technical Assistance Center (PTAC) at Montana State University, Bozeman, MT

Helped re-establish Procurement Technical Assistance Center (PTAC) operations and presence in Southwest MT. Provided expert procurement advice, training and counseling to small business clients in Broadwater, Gallatin, Lewis and Clark, Madison and Park counties. Provided mentorship and training to a new government contracting advisor that had no prior government contracting experience or training. Helped the PTAC grow the client base to over 220 businesses; provided over 750 client counseling sessions; and helped 61 different PTAC clients receive
over $14 million in government contracts. Developed and conducted numerous government procurement presentations and workshops for existing and prospective clients. Provided presentations at the HUBZone National Conference, ASTRA/WBENC Regional meeting in San Francisco and the APTAC Fall 2015 and Spring 2016 National Training Conferences.

Interim Program Manager (Feb 2015 – July 2015) and
Senior Procurement Specialist & Contracting Consultant (Nov 2012 – July 2015)
Monterey Bay Procurement Technical Assistance Center (PTAC), Seaside, CA

Helped establish a new Procurement Technical Assistance Center (PTAC) in Monterey County. Provided expert procurement advice, training and counseling to small business clients in Central and Northern California that want to market and sell their products and/or services to government agencies. In addition to providing strategic direction to the newly established PTAC,
developed an active client base exceeding over 650 businesses and provided over 5,000 client counseling sessions within the first two and one half years of operation. Developed and conducted numerous government procurement presentations and workshops for existing and prospective clients. In February 2012, earned the Association of Procurement Technical Assistance Centers (APTAC) Certified Procurement Professional (CPP) designation. Earned the National Contract Management Association (NCMA) Certified Professional Contracts Manager (CPCM)
Certification on 02 April 2013. Designated a U.S. Veterans Administration (VA), Center for Verification and Evaluation (CVE), Certified Veteran Business Verification Counselor on 24 July 2013. Earned the NCMA Certified Federal Contracts Manager (CFCM) Certification on 30 October 2013. Earned the Certified Schedules Contracts Manager (CSCM) Certification on 26 June 2014.
Selected by APTAC to provide presentations at APTAC’s Professional Spring 2014, Fall 2014, and Spring 2015 National Training Conferences. Consistently receives accolades from supported clients for my depth and breadth of contracting knowledge and associated recommendations. Personally responsible for helping supported small business clients receive over $125 Million in Government contracts.

MBA Professor/Lecturer/Consultant (July 1997 – Mar 2010)
Naval Postgraduate School (NPS), Graduate School of Business & Public Policy, Monterey, CA

Developed and taught numerous Department of Defense (DoD) focused MBA Acquisition, Contracting and Program Management Courses. Provided graduate level education and thesis advice to mid-grade and senior military officers and senior DoD civilians in the following professional fields: Acquisition, Contracting, Supply Chain Management, Business Financial Management, Acquisition Policy and Regulations, Ethics, Procurement Operations and Control, Acquisition Innovation and Reform, Business Process Re-Engineering and Program Management. Consistently
recognized by students for teaching excellence and for expanding students’ critical thinking skills. In addition to teaching and thesis advisement, provided acquisition, contracting and program management consulting services to numerous DoD contracting activities and Program Management offices.

Business Financial Manager (CFO) (Jan 1995 – July 1997)
U.S. Navy F/A-18 Strike Fighter Program, Naval Air Systems Command, Arlington, VA

Performed a key executive advisory, management and leadership role during the development, acquisition and support of the F/A-18 Strike Fighter and related technology. Directed the budgeting, planning and financial execution of all F/A-18 Program appropriated Research and Development, Aircraft Procurement and Operations and Maintenance funds in excess of $3 billion annually and $26 billion across the Future Years Defense Plan (FYDP). Coordinated the development, review and defense of all budget information and documentation required by the Department
of Defense (DoD) budget process. Worked directly with twelve Integrated Product Teams (IPTs), Office of Naval Operations (OPNAV) sponsors, field activities, other program offices and numerous acquisition activities to ensure F/A-18 requirements were correctly identified, estimated, and supported. Ensured all funds management and expenditures complied with prudent business financial management practices and DoD Fiscal Regulations.

Deputy Contracting Officer and Senior Business Advisor (Jan 1993 – Dec 1994)
U.S. Navy F/A-18E/F Super Hornet Strike/Fighter Program, Naval Air Systems Command, Arlington, VA (Now located at Naval Air Station, Patuxent River, MD)

Administered the F/A-18E/F Program’s $4.8 billion Engineering and Manufacturing Development air vehicle contract and served as the focal point for Program cost, performance, Government Furnished Property, Data Rights and contractor overhead issues. In partnership with industry, helped develop a highly innovative memorandum of agreement to integrate Government and contractor flight test activities under the F/A-18E/F Development Program. Personally processed over $145 million worth of critical engineering changes and developed new processes to streamline the management of Government Furnished Property and contractor data rights assertions. As the lead air vehicle contracting officer, helped direct the Navy’s acquisition planning for F/A-18E/F production aircraft under a $2.1 billion Low Rate Initial Production contract.

Contract Administration Specialist & Intern (May 1988 – July 1990)
Defense Contract Administration Management Area (DCASMA), Philadelphia, PA (This organization is now known as a Defense Contract Management Agency (DCMA) Command).

Completed the Defense Logistics Agency’s Navy Acquisition and Contracting Officer Intern Program, and associated education and training requirements. Performed the gamut of increasingly complex contract administration activities outlined in the Federal Acquisition Regulation (FAR). Negotiated numerous contract actions, administrative and cost bearing contract modifications. Spearheaded the Command’s Contractor Improvement Program, providing timely recommendations to improve contractor performance and service to acceptable quality standards. Directed a region wide special task force to investigate a highly sensitive and critical material certification issue associated with the nationally publicized failures of structures that contained counterfeit bolts and fasteners. Identified the root problem causes and developed recommendations that were instrumental in eliminating deficiencies and improving product verification for critical end item applications.

United States Naval Officer (July 1980 – July 2000)
Department of the Navy, Various Domestic and International Locations

Completed 20 years of active duty military service as a Naval Officer, retiring at the rank of Commander. In addition to significant acquisition, supply support, logistics and business management assignments, held various operational, administrative, staff and management positions, including such diverse jobs as a Fleet Plans Officer and Assistant Aviation Strike Warfare Officer for Commander Sixth Fleet, Supply Officer of a Guided Missile Destroyer and Assistant Supply Officer of a Combat Stores Ship during Operations Desert Storm and Desert Shield.

Education

Master of Science in Acquisition and Contract Management
Naval Postgraduate School (NPS), Monterey, CA

Received graduate level education in Defense Acquisition, Contracting and Program Management. Graduated with a 4.0 GPA in all Acquisition, Contracting and Program Management courses.
Successfully completed all required training and education courses for the Defense Acquisition Workforce Improvement Act (DAWIA) Level III Certification in Contracting.

Acquisition and Contracting Professional Certificate Program
Temple University, Philadelphia, PA

Completed the following Graduate Level Acquisition & Contracting Professional Certificate Program courses with a 4.0 GPA: Contract Administration; Seminar in Acquisition and Contracting;
Contract Pricing and Contract Negotiations.

Bachelor of Arts (Political Science)
University of Delaware, Newark, DE

Relevant Professional Skills

Proficient in the use of Microsoft Office products.
Excellent written and oral communication skills, and nationally recognized public speaker on government acquisition and contracting topics.
Demonstrated critical thinking, research, planning, management, supervision, budgeting, leadership, communication, counseling, training course development, public speaking, risk management, price and cost analysis, team building, staff development, negotiation, and business process re-engineering/innovation skills. Extensive knowledge of Federal Acquisition Regulation (FAR), Defense Federal Acquisition Supplement (DFARS), GSA Multiple Award Schedule (MAS) Program, SBA Small Business Innovation Research (SBIR) and Small Business Technology Transfer (STTR) Program Policy Directives, Federal Pre-Award and Post Award Acquisition processes, Defense Acquisition, Contracting,
Financial Management and Program Management Bodies of Knowledge.

Professional Certifications & Relevant Noteworthy Achievements

Received the Association of Procurement Technical Assistance Centers (APTAC) National 2015 and 2017 Economic Impact Awards. APTAC’s Economic Impact Award recognizes a Procurement Counselor that has fostered significant economic impact through their direct and acknowledged assistance to a client business or businesses in obtaining government contracts and the creation and retention of jobs.
CSCM – Awarded the Certified Schedules Contracts Manager professional designation on 26 June 2014 by Centre Law and Consulting.
CPCM – Awarded the Certified Professional Contracts Manager professional designation on 02 April 2013 by the National Contract Management Association (NCMA).
CFCM – Awarded the Certified Federal Contracts Manager professional designation on 30 October 2013 by the National Contract Management Association (NCMA).
CPP – Awarded the Certified Procurement Professional designation in February 2013 by the Association of Procurement Technical Assistance Centers (APTAC).
Designated as an approved Certification Verification Reviewer by the APTAC Professional Review Committee to perform capability verification for APTAC Procurement Counselors seeking the Certified Procurement Professional Certification (CPP). (February 2017)
DAWIA Level III Certification in Contracting – Completed all education, training and professional experience requirements to achieve the Defense Department’s highest professional certification in Acquisition & Contracting (DAWIA Level III)
ASN (RD&A) Designated Acquisition Professional – Designated an Acquisition Professional by the Assistant Secretary of the Navy for Research Development & Acquisition.
VA Certified Verification Counselor – Received U.S. Veterans Administration (VA), Center for Evaluation and Verification (CVE) Verification Counselor Certification on 24 July 2014.
Received numerous Personal Decorations, Awards and Commendations during a 20 Year career of Naval Service.
Entrusted by the Department of the Navy to perform Warranted Government Contracting officer duties while assigned to the Naval Air Systems Command (NAVAIR).
Received a “Student’s Choice Award for Outstanding Professor” from a Naval Postgraduate School, Master of Science in Contract Management Cohort in December 2005.
Recognized by the Dean, Naval Postgraduate School, Graduate School of Business & Public Policy, for Teaching Excellence in 2001, 2003, 2005, 2006 and 2007.
Recognized by the Provost of the Naval Postgraduate School (NPS) for being a runner-up for the prestigious school wide, top 5 percent of professors, RADM Schieffelin Award for Teaching
Excellence in 2006.
Received letters of commendation from numerous organizations, including the Massachusetts Institute of Technology (MIT), United States Marine Corps (USMC), National Security Administration
(NSA), and Department of the Navy for developing tailored training and education presentations for their respective organizations.

List of Expert Witness Consulting Cases

Superior Court of the State of California, County of Los Angeles, Central District, Provided expert consultation, expert witness opinions and rebuttal reports for the Plaintiff and Cross-Defendant, and it is anticipated that he will be deposed and provide expert witness testimony at a jury trial.
Respondent, American Arbitration Association Case. Provided an expert report for the Claimant and provided expert witness testimony at an Arbitration Hearing.

Publications Over the Last Ten (10) Years

Available on full CV

Groups

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