**AMP Meeting Minutes**

**December 13 - 14, 2006**

[Attendees]{.underline}

BIA Peter Markey

BLM Nancy Adrain

BOR Karla Smiley

FWS Brigitte Meffert

GovWorks Jim Durkee

MMS Mark Eckl

NBC Lawrence Williams

NPS Heidi Ernst

OSM Darlene Carter

USGS Lorri Bogart

DOI/PAM Melodee Stith, Dee Emmerich

1\. AMP action plan - We accomplished a lot this year -- especially BPC
commitment on attendance and meeting regularly. As Chair, Karla will
draft an accomplishments report for Debra. Karla will send draft to the
AMP for comment, then finalize and sign out.

2\. Implementation of new COR, FAC-C, COA --

> Karla did draft a DIAPR re: 1102 quals/trng/education reqs & waivers;
> forwarded to Dee. Should be out early next year. Until then, old memo
> from 2002 is still on record. Melodee getting a lot of questions re:
> level 1 warrants, waivers, qualifications.
>
> Starting Jan 2006, FAI will send its info directly to bureau trng
> coordinators.
>
> COA Manual will be modified to clarify reporting requirement applies
> to warranted 1105's/1102's, and stops at the regional chief level.
> Summary:
>
> \* Warranted individuals over \$25K must report to 1102;
>
> stops at Regional Contracting Chiefs
>
> \* Nonwarranted 1105's don't have to report to 1102
>
> \* Nonwarranted 1102's don't have to report to 1102
>
> \* CO's less than 25K don't have to report to 1102
>
> If you can't meet the intent of the manual (1102's reporting to
> 1102's) when issuing a new warrant (including transitional warrants),
> you will need a waiver. Waiver applies until new structure is
> implemented.
>
> DAU website has separate section for "predecessor" classes (usually
> government sources) and "equivalency" classes (usually commercial
> sources). If a class is recognized in a predecessor list, you don't
> have to re-take it. Predecessor class lists, so far, are for DOD
> courses only.
>
> FAC-C form needs to be revised. Forms assumed you had lower level
> certifications already. For first go-around, you need to substantiate
> certification levels below that you are applying for. Also,
> fulfillment was not provided for on the form. Dee has proposed revised
> form.
>
> Fulfillment guidance -- DOI anticipates adopting USGS approach.
>
> Dee has created a chart to help capture the documentation required
> depending on what you are applying for; the chart has been distributed
> for review, comment; ultimately it will be posted on the DOI website.
>
> Dee will meet with bureau training coordinators to ensure consistency
> in information.
>
> Can 1105's without warrants be grandfathered for education purposes if
> they were in their position on 1/1/00? No. There is no qualification
> standard for 1105's so an exception to it can't be issued. Also, FAC-C
> is reciprocal among agencies, and there is no 1105 FAC-C
> certification.
>
> DOI doesn't anticipate going with a colored, formatted folder for
> FAC-C applications.

3\. Ordering officers -- Still need to develop policy regarding ordering
officers to ensure we are not in violation of FAR. Jim Durkee (GovWorks)
will research the issue.

4\. Internal controls (Melodee)

> Plan due 15^th^. DOI is using GAO framework; will use the framework to
> review bureaus. AMP believes the framework needs to be
> supplemented/melded with storyboard/color scoring in order to get into
> contract files.
>
> AMR handbook issued dated Dec 5; also posted on the PAM website.

5\. IACMC (Melodee) -- Interagency acquisition career management council

> ACMIS is up and running and we should be entering data. COR's/PM's can
> enter by late January. Moving forward with cert program for PMs; DOI
> will have to determine who these are in DOI; this process will
> probably be managed/enforced thru acquisition.
>
> FAI intern program -- still moving forward with. DOI is represented on
> the committee. Bureaus that want to participate must provide salary
> and permanent slot.
>
> IACMC provided FAC-C handbook.

6\. Performance based acquisition (Melodee) - Plan is on the website.
Related to GPRA. DOI goal for 07 is 45%; goes up 5% ea yr for next five
years. We shouldn't have issues w/FPDS NG this year re this. Bureaus
will have to report on accomplishments.

7\. Strategic sourcing (Melodee) -- GPRA goal is 2% to 10% savings
compared to relevant GSA schedule prices for contracts awarded using
strategic sourcing. DOI will track. The office supply contract has been
awarded; OSM is currently piloting.

8\. Melodee will transmit GPRA plan, as some elements are acquisition
related.

9\. Land appraisal services (Nancy) -- GovWorks is doing the
contracting; is waiving fee. IA required for each transaction when
appraisal contracted out. IA not required if appraisal done in house.

10\. Service First (Heidi, Dee) -- MOU signed, but supplemental MOU re:
acquisition still hasn't been finalized.

11\. CCR DIAPR (Dee) -- exemptions to registration exist. DIAPR requires
BPC approval that exemption applies. Dee will find out about why the
DIAPR was issued, and procedures for how BPC approval will be
accomplished in true emergencies.

12\. GAO audit on charge cards - Appears there is action required of us
and due by end of the month**.** Karla will retransmit info.

13\. DOI Business Conference (Dee) -- no decision yet, but it may not
occur because of CR and travel restrictions.

14\. Direct hiring/HR (Melodee) - Melodee will check on direct hiring
plans due by Dec 31. Bureau HR's were supposed to contact us, and HR
about attending Jan? Feb? mtg to discuss direct hiring authority and
language for mandatory trng and for waivers for announcements.

15\. Feedback from bureaus on implementing new COA, FAC-C, COR programs
-- to date, reception from bureau senior leadership has overall been
supportive. Request made to Melodee to ask Debra publicly acknowledge
this bureau support at next opportunity, i.e. MIT mtg.

16\. CON 353 lessons learned (Jackie Harris, Brigitte Meffert)

> List of attendees kept changing; lost four slots -- in the future have
> primary names and two alternates
>
> No change in unit cost because of empty seats -- stays \$636 per
> person. Reimbursement procedures available.
>
> Jackie will draft letter of appreciation for guest speakers.
>
> Present one face to training provider.
>
> Promptly notify coordinator of registration problems.
>
> Pre-class assignments -- supervisor should be sent notice of pre-class
> assignment requirement and when it's due.
>
> Agreement with DAU -- make sure all parties are in agreement on who's
> doing what.
>
> Admin support for the course wasn't clearly communicated (i.e.
> computer support, supplies, etc)
>
> Do this again? Pro -- good to have only DOI attendees. Con- logistical
> support

17\. Procurement workforce data

> The data was collected by AMP for their purposes. If a bureau wants to
> use the DOI data for another purpose, all bureaus should agree on
> that.
>
> Bureaus should maintain this data.
>
> Jackie will electronically transmit her presentation.
>
> Ensure data is validated, i.e. education.
>
> Next steps regarding this data will be based on the prioritized list
> of actions we come up with for 07.

18\. PRISM will not permit an individual to be a CO and COR.

19\. FBMS implementation - Debra is recommending AMP presence in
Blueprint process.

20\. Strategic sourcing council -- Dave Suftin was rep; should this
still be? The council only meets once a year. Perhaps the Chair should
attend. When the mtg is scheduled, the council will request a rep, which
will be the Chair.

21\. Review 441 DM 1 re: personnel security and contractors; may need to
be updated.

22\. DIAPR 2006-8 - IT acquisitions -- issued. Questions remain on what
it means.

23\. Memo re: contracting for temporary and critical staffing needs.
Issued Nov 22, 2006.

24\. DIAPR re NG-reporting - Report: all actions on purchase card
greater than \$3k; all awards under small business competitiveness
demonstration program regardless of dollar value; enter data timely;
improve quality of data being entered; develop QC plan; do yearly
certification that stuff is accurate.

25\. AMR process -- Heidi, Karla will work on supplementing the DOI
Framework. All BPC's should send existing policy, processes, forms they
are using to Karla and Heidi. This supplemental policy/procedures may
not be available before AMR's are conducted. Target issuance of draft is
late Jan, early Feb. Will discuss/finalize at Feb mtg, Feb 13-15 (Tues,
Wed, Thurs), in Denver.

26\. New Vice-Chair -- Mark Eckl!!

27\. Next meetings

> Wed, Jan 10 -- conference call
>
> Tues -- Thurs, Feb 13-15, Denver

**28. Action items**

> **[BPC's]{.underline}**
>
> **\* make sure bureau personnel ask their questions of their bureau
> first, not DOI.**
>
> **\* get request into DOI for waiver re: 1102's reporting to 1102's by
> Jan 31. Can be a "blanket" request.**
>
> **\* review Dee's draft FAC-C application form; provide comments to
> Dee by mid-Jan.**
>
> **\* make sure word is out you have to provide lower level
> certification info to get higher level cert on this first go-around.**
>
> **\* provide comments on Dee's "decision tree" chart by mid-Jan.**
>
> **\* provide comments on proposed fulfillment guidance/forms by mid
> Jan.**
>
> **\* review 441 DM 2 re: Personnel security, contractors**
>
> **\* provide samples of existing AMR policies, processes, forms to
> Karla, Heidi**
>
> **[Melodee]{.underline}**
>
> **\* talk with DOIU re: availability of COR training**
>
> **\* transmit GPRA plan**
>
> **\* check on direct hiring plans - due by Dec 31.**
>
> **\* check with HR about attending Jan? Feb? mtg to discuss direct
> hiring authority and language for mandatory trng and for waivers for
> announcements.**
>
> **\* DOI updates at PAM mtgs will include what new guidance has been
> issued since last mtg**
>
> **\* ask Debra to publicly acknowledge bureau senior leadership for
> supporting implementation of new COA, FAC-C, COR program.**
>
> **\* explore letter of appreciation**
>
> **\* invite Kate Oliver and/or Doud Santosa to Jan mtg to explain
> DIAPR 2006-8.**
>
> **\* confirm with IACMC that CON 100 is waived for current acquisition
> personnel**
>
> **[Dee]{.underline}**
>
> **\* provide written statement to BPC's that they have to request
> "blanket waiver" from COA requirement of 1102's reporting to 1102's.**
>
> **\* transmit training coordinator list to BPCs.**
>
> **\* transmit list of equivalencies/predecessor courses**
>
> **\* hold meeting with bureau training coordinators**
>
> **\* check with Kate on reason for DIAPR on waivers to CCR and
> procedures for true emergencies**
>
> **\* transmit chapter on IAGs from finance manual**
>
> **\* verify with Debra what her concerns are, what she is looking for,
> re: AMP participation in FBMS Blueprinting process**
>
> **[Karla]{.underline}**
>
> **\* retransmit info on NPI COR training**
>
> **\* retransmit info on charge card audit**
>
> **\* transmit FS Service First emails**
>
> **\* AMP accomplishment report**
>
> **[Mark, Heidi]{.underline}**
>
> **\* Jt mtg w/FOP (Finance Officers Partnership) on various issues**
>
> **Line item acctg**
>
> **IAGs**
>
> **FBMS implementation**
>
> **[NBC - Jim Durkee]{.underline}**

**\* research ordering officers, limitations, per FAR, for Feb mtg**

> **[OSM -- Jackie Harris]{.underline}**
>
> **\* draft letter of appreciation for guest speakers on behalf on
> AMP**