Irvin E. Faunce, Jr.
President
Financial Management
Services, Inc.
15200 Wycliffe Court
Rockville, Maryland
20853
301-929-3002
301-580-6225 (Mobile)
301-929-1158
(Fax)
Email: ifaunce@fmsi.biz
Internet: http://fmsi.biz -
http://fmsi.net
Text
Message: http://www.irv.fmsi.net/message.asp
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Address: ifaunce@fmsi.biz
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Irv,
Here’s the write-up
from the original proposal.
KPMG has also enlisted a group of technical advisors who
can be requested to support the project for reviews and additional input. These
advisors are not included in the hours or the cost estimate. At the request of
MCC, the technical advisors can be added to the contract and fall under the
Functional Specialist 2 labor category. These technical advisors
include:
Gerald Murphy - Mr. Murphy has over 42 years experience
in the Federal Government including military service with the U.S. Army,
civilian service with the U.S. Navy and 39 years with the U.S. Treasury
Department. He was appointed Fiscal Assistant Secretary in January 1986, the
highest ranking career position in Treasury.
Michael Smokovich, a senior Federal financial manager
with experience managing highly decentralized financial operations domestically
and overseas. Mr. Smokovich has diverse experience in leading interagency, as
well as Federal and state government reform efforts in grants, cash collection
systems, credit, and payment systems modernization.
Irvin Faunce has 44 years of financial experience in the
Federal Government and the private sector. He began his Federal service in 1962,
and served 22 years with the Department of Treasury’s Financial Management
Service (FMS).
Thanks for your
help!
Marcia
From: Irvin
Faunce [mailto:ifaunce@fmsi.biz]
Sent: Wednesday, April 25, 2007 10:27
PM
To:
Subject: RE:
MCC Schedule
Bill:
Considering
the specific statements below from the MCC C/O regarding the "knowledge of MCC's
environment... and level of effort, I believe KPMG must respond to these
observations.
Amendment 3 - "Lack of knowledge of MCC's environment, business, and mission may have led vendor to underestimate level of effort required (1.5 FTEs) and Ability to mobilize rapidly not clear"
Amendment 4 - As stated at our meeting, the technical team consider a proposed level of effort of 1.5 FTE as low.
I
believe either the Technical Proposal, Transmittal Letter, or
both need to clarify the reason for the original proposal's level of
effort as you did in the Orals, i.e.. KPMG would rely on past
performance experience related to requirements analysis work with other
agencies, e.g., IRS. However, I further believe that: 1) due to the
unknowns related to specific MCC requirements, as discussed in our
Oral presentation, related to Task 3 Requirements Analysis and 2)
expectations regarding interviews and specifically "face to face"
interviews with the National Business Center regarding current operations, KPMG
should state that it has moderately increased the level of effort. We have
also added our Advisors under our fixed price proposal rather than including
them as optional technical T&M service resources as identified under our
original proposal. Also, one of our Advisors, Michael Smokovich is a
former Chief Financial Officer with the United States Agency for International
Development and as such, we believe, further meets the concern identified above
regarding "Lack of knowledge of MCC's environment...". Mr.
Smokovich is very familiar with the operation the MCC international
assistance program which parallels USAID's similar international assistance
program. The other two Advisors are former United States Department
of the Treasury Senior Executive Service managers who have been responsible
for establishing the Federal Government's policies and procedures related to
Federal Government's government-wide accounting, reporting, and
disbursing systems and financial and cash management requirements and
systems as well as performing supervisory and non-supervisory
administrative agency, government-wide accounting, and Treasury disbursing
operations. We believe the KPMG team offers MCC with and extraordinary
group of Federal managers and operational personnel that will greatly assist MCC
in meeting its objective of improving its financial management
operations.
Irv
Irvin E. Faunce,
Jr.
President
Financial Management Services, Inc.
301-929-3002
301-580-6225
(
301-929-1158
(Fax)
Email: ifaunce@fmsi.biz
Internet: http://fmsi.biz -
http://fmsi.net
Text
Message: http://www.irv.fmsi.net/message.asp
Microsoft
Live Messenger Address: ifaunce@fmsi.bizWebExOne
hyperlink:
From:
Sent: Wednesday, April 25, 2007 10:28
PM
To: Horting, Marcia; Forman,
Mark A;
Subject: RE:
MCC Schedule
Mark,
I concur with Marcia. This isn’t rocket science. We only need to add
the system’s requirement section, and a new cost
proposal.
Regards,
Bill
Federal Risk Advisory
Sevices
KPMG
LLP
2001 M Street,
NW
Tel.: (202)
533-3782
Cell: (301) 356-7481
_____________________________________________
From: Horting, Marcia
Sent: Wednesday, April 25, 2007 5:32
PM
To: Forman, Mark A;
Subject: MCC
Schedule
The revised MCC
proposal is due Monday April 30th at noon – both hard copy submission
and electronic.
In light of this, I
propose the following schedule:
Thursday, April 26
8:00 a.m. – All
technical volume copy revisions due to proposals (me) for formatting and
editing. We are using change pages in the new
document.
1:00 – 2:00 p.m. – Gold
Team (all team members)
Friday, April
27
8:00 a.m. – Final Gold
Team changes to proposals
12:00 p.m. – Final
Pricing Proposal to proposals (We can’t print technical until pricing (staffing)
is final.)
2:00 p.m. – Print
Technical Volume
3:00 p.m. – Print
Pricing Volume
Determine who will
deliver the proposals on Monday
Monday, April
30
No Second
Guessing!
10:00 a.m. – Deliver
Proposals
Please let me know what
you think of the schedule, particularly whether Gold Team works for you tomorrow
at 1:00 p.m.
Thanks
Marcia
202-365-1747
_____________________________________________
From: Forman, Mark A
Sent: Tuesday, April 24, 2007 6:07
PM
To:
Subject:
notes from MCC meeting
Importance:
High
Frank -- here is the MS word
version of the Tech Proposal << File: Volume 2 - Technical Proposal
Final (ext).doc >>
1.
Requirements Tech Approach
write-up
2.
Redacted example of reqts doc that
we’ve prepared
3.
Write-up demonstrating that we have
gained insights on MCC and our plan for gaining understanding at project
start
a.
Including that we’ve learned thru
multiple meetings, reviewing PAR, reviewing audit reports, reviewing hill
testimony
b.
HR –
what pay legal structure are they under – need to find out
c.
As a
new agency, they used NBC for initial start-up which had been done in a manner
that got them up and running quickly, and now can optimize business admin
processes
Bill (with Philippe on
cost)
1.
Contact Nancy Feeney
2.
Staffing plan –
revised
3.
Cost
proposal
4.
Updated program plan/WBS and
milestone schedule
Don
1
Submit
Sentinel
Dave
1.
Update
the language in the Tech Proposal regarding review of commercial SSPs to reflect
method used at IRS and greater number of commercial
alts.
Lee, Marcia wasn’t in today, but I
assume that you will help with assembly and
production.
The goal is to get the revised
proposal ready for a “gold team” review by Friday
afternoon.
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