Register early and
SAVE!
presents its 7th annual training conference:
Performance-Based
Logistics 2009
TM
ALL NEW
March 16–19, 2009 Washington, DC Metro Area Case Studies
for 2009!
Featuring a distinguished speaker
faculty including:
• Major General Thomas J. Owen, USAF
Director, Logistics and Sustainment, Headquarters Air Force
Materiel Command, Wright-Patterson Air Force Base
• Brigadier General Andrew E Busch, USAF
Commander, Defense Supply Center Richmond, Defense
Logistics Agency
• Colonel Raymond Jones, USA
Project Manager, Modular Brigade Enhancements,
PEO Ground Combat Systems, US Army
• Martin Sherman
Center Director, Life Cycle Logistics (acting),
Defense Acquisition University
• Gary Salomon
PBL Champion, CECOM LCMC Logistics & Readiness Center,
US Army
Join hundreds of your peers at PBL 2009
for ALL NEW information and:
• Get involved in case studies from the practitioners, for the
practitioners
• Gain insight into PBL implementation best practices from
across the spectrum of services and integrators
• Understand successful interpretation of PBL requirements and
expectations
• Hear success stories from the people who made it work
Sponsored by:
Call Sherryl to register at 416-597-4710

Performance-Based
Logistics 2009
TM
March 16–19, 2009 Washington, DC Metro Area
Dear Colleague,
Current defense plans require all milita
ry departments to develop a Perfo
application schedule for all new weap rmance-Based Logistics
However, PBL can be defined in man
ons systems and a large group of previ
y ways, making it hard to understan
ously fielded ones. Who You Will Meet:
standardize. d, implement, and
This is your chance to interact with hundreds of
IDGA’s Performance-Based Logistics senior-level technology specialists from government
2009 will show you best practices agencies, research laboratories, and equipment
from those who have successfu and case studies
lly implemented PBL across the
systems. The event will also provi spectrum of weapons suppliers with a range of responsibilities including:
de you with insight into the futu
re of PBL.
By attending, you will engage in thou •
Program/Product Management
ght-provoking sessions covering the
from the development of performan key issues ranging • Logistics Integration
ce metrics within tightly controlled
to overcoming challenges in phasing-in PBL guidelines, through
PBL on legacy systems – and every • Sustainment
thing in between.
Primary areas of focus will include:
• Life Cycle Management
• Success storie • Base Operations
s from offices across the services
• Supply chain
management • Contractor Support
• Future PBL
applications and strategies
• Life cycle supp
ort and sustainment
• Platform-specif
ic PBL implementation
Sponsored by:
Do not miss this unique chance! Mark
your calendars and reserve your place
peers in the PBL community. Regi among your
ster yourself and your team today
sherryl.jacobs@idga.org or calling by emailing
1-416-597-4710.
I look forward to meeting you in Marc
h!
V/R, Media Partners:
PS: Be sure to register
Sarah Wickens
early to benefit from our
Program Director, IDGA
early bird discounts!
Sponsorship and Exhibition Opportunities
For more information please contact Sherryl Jacobs at 1-416-597-4710 or email sherryl.jacobs@idga.org.
For information about sponsoring our upcoming webinars, please contact Sherryl Jacobs at 1-416-597-4710 or via email at sherryl.jacobs@idga.org.
Pricing
Team discounts are available for groups of 3 or more!
Military, Government & Book & Pay by Book & Pay by Standard Please email sherryl.jacobs@idga.orgl or call 1-416-597-4710 for more information.
Academia Fri. Dec 19 Fri. Feb 6 Price MAKE CHECKS PAYABLE IN U.S. DOLLARS TO: IDGA
A $99 processing charge will be assessed to all registrations not accompanied by credit card
PBL Process Improvement Day $500 $500 $500
payment at the time of registration.
(Mon Mar 16)
Main Summit $799 $899 $999 * CT residents or people employed in the state of CT must add 6% sales tax.
(Tues-Wed Mar 17-18) Details for making payment via EFT or wire transfer:
PBL Implementation Day $500 $500 $500 JPMorgan Chase
(Thu Mar 19) Penton Learning Systems LLC dba IQPC: 957-097239
ABA/Routing #: 021000021
Superpass (all 4 days) $1,699 $1,799 $1,899 Reference: Please include the name of the attendee(s) and
- Best Value! the event number: 11430.004
Payment Policy: Payment is due in full at the time of registration and includes lunches,
Industry Book & Pay by Book & Pay by Standard refreshments, and detailed conference materials. Your registration will not be confirmed until
Fri. Dec 19 Fri. Feb 6 Price payment is received and may be subject to cancellation.
Please refer to www.idga.org/cancellation for cancellation, postponement and
PBL Process Improvement Day $500 $500 $500 substitution policy
(Mon Mar 16)
Venue & Lodging:
Main Summit $999 $999 $999
Please contact Sherryl Jacobs for updates regarding venues and lodging at 416-597-4710.
(Tues-Wed Mar 17-18)
PBL Implementation Day $500 $500 $500 Special Dietary Needs: If you have a dietary restriction, please contact Customer Service at
(Thu Mar 19) 1-416-597-4710 to discuss your specific needs.
Superpass (all 4 days) $1,699 $1,799 $1,899 ©2009 IDGA. All Rights Reserved. The format, design, content and arrangement of this
- Best Value! brochure constitute a trademark of IDGA. Unauthorized reproduction will be actionable under
the Lanham Act and common law principles.
5 Sponsored by: To register please call Sherryl Jacobs at 416-597-4710

Monday, March 16, 2009
PBL PROCESS IMPROVEMENT DAY
This in-depth and interactive classroom style workshop day will examine initiatives to effectively
transform current PBL practices
7:30 am – 8:00 am Registration
Discover why financial accounting really matters!
8:00 am – 10:00 am Financial Accounting of Contractor-Owned Parts that Support a PBL Program
The financial reporting complexity of parts transactions is five-fold greater •
Balance sheet classification of low demand insurance parts and their
than that of manufacturing. If you include the condition and configuration impact upon the income statement
of parts, maintenance financial reporting is sometimes 10-fold more
How you will benefit:
complex than manufacturing. Many manufacturing organizations dedicate •
Learn how to minimize income statement volatility
only 10 percent of their cost accounting resources to support maintenance •
Discover how to accurately reflect the “real” value of parts on balance
financial reporting.
sheet
What will be covered: •
Acquire knowledge about how to value an item in different conditions
•
Balance sheet classification of rotables/repairables assets employed in
Session Leader:
Like Kind Exchange (LKE) transactions
Ron Giuntini, Principal, OEM Product Services Institute
•
Revenue recognition/accrual cost accounting for unfavorable
performance liabilities
Understand best-in-class PBL strategies!
10:15 am – 12:15 pm The Tenets of PBL
At the program office, PBL teams need specific guidance on the nuts and How you will benefit:
bolts of PBL implementation. In this workshop session we will review the •
Learn the building blocks that must be assembled to create a good PBL
20 tenets of successful PBL identified by the University of Tennessee in strategy
research that has been taking place since 2005. •
Understand the fundamental business model shift in a PBL implementation
•
See how to assemble best-in-class PBL from manageable and
What will be covered:
understandable building blocks
•
The 4 key focus areas that must be balanced to implement good PBL
•
The 20 tenets that support the focus areas Session Leader:
•
What “best practice” PBL looks like Steve Geary, Faculty and Research Associate, University of Tennessee
12:15 pm – 1:15 pm Lunch
Supply Chain through to PBL for the spectrum of systems
1:15 pm – 3:15 pm Performance-Based Support Model
The challenges of redefining the functional interfaces required for a PBA, What will be covered:
defining functional, environmental, integration and acceptance testing, •
Performance Based Acquisition
while maintaining configuration and operational safety, suitability and •
Flexible Sustainment
effectiveness (OSS&E), are daunting. This research exploits technology •
Reduced Total Ownership Cost (RTOC)
advances in models and tools to modernize logistic processes that provide
decision support for Integrated Product Teams (IPT) to overcome the What you will learn:
challenges that have impeded broader application of PBA prototype phase
•
Get the latest on Logistical Support
will efficiently define functional interfaces for each higher assembly.
•
Find out how to incorporate a Decision Support System
•
Understand how to use a Performance MOD
Session Leader:
Kevin Berk, Program Manager, Total Quality Systems, Inc.
M&S for the future of successful PBL!
3:30 pm – 5:30 pm Supply Chain Management for Performance-Based Logistics
There is clearly a crucial need to transform logistics concepts, organization, How you will benefit:
technology, and culture to improve strategic response, force projection, •
Learn how to model supportability interrelationships
and sustainment. Army operations research analysts, and the models and •
Discover performance based forecasting
simulations they use, have traditionally focused on weapon system •
Understand how to connect resource to readiness
performance. Typically, supporting the weapon system across its lifecycle
Session Leader:
has not been fully considered when analyzing performance.
Greg Parlier, Colonel (retired), Redstone Arsenal Contracting,
What will be covered: SAIC
•
Supply chain framework
•
Catalyst for innovation
•
Integration opportunities
3 Sponsored by: To register please call Sherryl Jacobs at 416-597-4710

MAIN SUMMIT MAIN SUMMIT
DAY 1 Tuesday, March 17, 2009 DAY 2 Wednesday, March 18, 2009
7:15 Registration & Coffee 7:15 Registration & Coffee
8:00 Chairperson’s Opening Remarks
8:00 Chairperson’s Welcome & Opening Remarks
8:15 Worldwide PBL Support for Aerospace Platforms
8:15 PBL Experiences in DLA’s Aviation Supply Chain • Lessons learned in PBL implementation
Keynote
Keynote
• Lessons learned • PBL future initiatives
• PBL issues related to BRAC transfer of DLR mission Major General Thomas J. Owen, USAF, Director, Logistics
Brigadier General Andrew E. Busch, USAF, Commander, and Sustainment, Headquarters Air Force Materiel
Defense Supply Center Richmond, Defense Logistics Agency Command, Wright-Patterson Air Force Base
9:00 Designing-in Supportability as a PBL Strategy 9:00 Next Generation PBL for the Practitioner
• Current initiatives
• Status and direction of PBL
• Problem mitigation and solution strategy
• Current and future initiatives
Mike Osborne, CPL, CCDM, Senior Program Analyst,
• Plans and programs to increase organizational effectiveness
Assistant PEO for Logistics, Missiles and Space, US Army Martin Sherman, Center Director, Life Cycle Logistics
(acting), Defense Acquisition University
9:45 Networking Break 9:45 Networking Break
10:30 Building Organizational Support for Enabling PBL at the 10:30 The PBL Business Case: Writing Cases that Get Results
Practitioner Level • When is PBL the right choice?
• Successful PBL implementation requires both top-down and • Achieving Business Case Objectivity
bottom-up focus • Implementation, timelines, and assessing PBL results
• PBL must be executed in the context of total life-cycle Ron Klein, President, Belzon
systems management 11:15 Direct Sales Partnerships with the Defense Logistics Agency
• A key enabler is the linkage between systems engineering • DLA value proposition
and PBL • Examples of performance-based logistics solutions to meet
Gary Salomon, PBL Champion, CECOM LCMC Logistics & warfighter needs
Readiness Center, US Army • Why buy DLA?
• Collaboration program
Joint Services PBL
11:15 PBL from a Joint Program Perspective
Implementation
Commander (SEL) Jadon Lincoln, USN, Chief, Business
• Current PBL applications Development, Defense Supply Center Richmond, Defense
• Current partnership initiatives and cooperative efforts in PBL Logistics Agency, Michael Pennington, Aviation
Colonel Raymond Jones, USA, Program Manager, Collaboration Program Deputy, Defense Supply Center
Airborne Maritime Fixed Station, Joint Tactical Radio Richmond, Defense Logistics Agency
System, US Army
12:00 Lunch
12:00 Lunch 1:15 Integrated Life Cycle Management Enablers in a
Performance-Based Logistics Construct
Management
Platform-Specific PBL Case Study
1:15 Air Force Perspective: C-17 Integrated Life Cycle Support
Life Cycle
• Air Force policy on PBL strategy
• Current efforts and success • PBL best practice tenets and Air Force assessment
• Problem solving and strategy Rita C. Dixon, Chief, Weapon Systems Integration, Office
William Mitchell, Deputy Director, C-17 Logistics, 516th of the Secretary of the Air Force, Installations,
Aeronautical Systems Group, Wright-Patterson Air Force Base Environment & Logistics
2:00 Boeing Perspective: C-17 Integrated Life Cycle Support 2:00 PBL Policy Directions at OSD
• Agility: the value of a non-transactional relationship • Review recent PBL policy, guidance and initiatives issued from OSD
• Making depot partnering a win-win • Compare and contrast latest policy and guidance with prior
• Affordability as a strategic imperative positions
Richard “Skip” Whittington, Director, C-17 GSP Business • Forecast way ahead for PBL
Development, Boeing Steve Geary, Faculty and Research Associate, University of
Tennessee
2:45 Networking Break
2:45 Networking Break
3:15 Achieving Financial Accountability within PBL: A 3:15 Achieving Fleet Operational Availability Requirements by
Practitioner’s Perspective Design
• Importance of leveraging analysis and cost data to • Operational availability of weapon systems (e.g. ships, tanks,
Allied Services PBL
Implementation
achieving PBL objectives aircraft);
• What criteria constitutes a sound BCA that will stand up to • In-service support design based on weapon system inherent
rigorous scrutiny R&M characteristics
• What internal process controls can help support successful • Performance-Based Accountability framework
PBL arrangements Louis Saucier, P. Eng, MSc, CD, Performance Based
Bob Daniell, Principal, Technical Program Lead Enterprise Accountability, Reliability & Maintainability Manager,
Lifecycle Solutions, SRA International, Inc. Directorate General Major Project Delivery, Department of
National Defence (Canada)
4:00 Panel Discussion: The Product Support Integrator
Function: Government Managed vs. Contractor Managed 4:00 USMC PBL Support
• Challenges in acting as a contractor PSI
• PBL characteristics and drivers for change
• The government as an effective PSI
• Logistics command PBL roles and responsibilities at the
Moderator: Ron Giuntini, Principal, OEM Product Services program and enterprise levels
Institute
• PBL influence on logistics command organizational alignment
Sue Wright, Director, Program Support Center
4:45 End of Day One US Marine Corps Logistics Command
4:45 End of Main Summit
2 Sponsored by: To register please call Sherryl Jacobs at 416-597-4710

Thursday, March 19, 2009
PBL IMPLEMENTATION DAY
This in-depth and interactive classroom style workshop day will examine best practices in
implementation of PBL within the framework of current business process.
7:30 am – 8:00 am Registration
Participate in in-depth PBA Discussion!
8:00 am – 10:00 am Effective PBL Management: Discussion and Case Study
PBL management should be classified as Effective if, during the performance of •
End-to-end coverage of Business Process Improvement, Data
a Performance Based Agreement (PBA), vendor profitability is maintained and Management, and Technology Adaptation
increased with time, while in parallel client performance expectations and •
nitiatives in industry and within the USMC will be cited for example
requirements are being met and even exceeded. Effective PBL management purposes
infers that mechanisms are in place providing decision makers with the
How you will benefit:
information necessary to proactively and efficiently develop, implement and •
Gain an understanding of overall PBL management
manage PBA’s. Mechanisms are comprised of Change Management, Business •
Learn about mechanism incorporation through various methodologies
Process Improvement, Data Management, Technology Adaptation and overall •
Understand industry standard and evolving methods and techniques
client willingness to bare the initial burden of incorporating both industry
standard and industry evolving methods and techniques. Session Leader:
Sean Connors, President Clockwork Solutions
What will be covered:
•
Walkthrough and case study of representative stages of ‘mechanism’
incorporation
Learn from the practitioners, for the practitioners!
10:15 am – 12:15 pm How to Craft a Structured, Objective, Credible Business Case
Business Case analyses for PBL can be very labor intensive and time How you will benefit:
consuming, taking away valuable time and energy from managers who must •
Ensure the best interest of the warfighter and the taxpayer
remain focused on other projects. This workshop will arm government and •
Benchmarking with comparable commercial, governmental, and/or
industry managers with information they can use to make effective, efficient, •
Department of Defense activities
and well-informed business decisions.
Session Leaders:
What will be covered Ron Klein, CEO, Belzon Inc and Author, “The Government Business
•
Developing scope, assumptions, and alternatives Case Analysis”
•
How to count the cost Kristen Stennett, Senior BCA Cost Analyst, Belzon
•
Establishing and evaluating operational criteria Tim Stone, DSL, Senior Logistics Analyst, Belzon
12:15 pm – 1:15 pm Lunch
Back by popular demand!
1:15 pm – 3:15 pm Reducing the Logistics Infrastructure in a PBL Construct
The master-class will introduce a systems design interface technique that How you will benefit:
conveys supportability and producibility requirements to the design team and •
The workshop will redefine these SDTRs and PDTRs as the integrating
into the product design criteria. This technique derives true logistics functions for all the ILS Elements, where those functions synthesize and
requirements from lessons learned, assesses empirical data from customer balance to effectively optimize total ownership costs (TOC) and reduce the
data bases, and results in discrete and timely Supportability Design-to logistics footprint.
Requirements (SDTRs) and Producibility Design-to Requirements (PDTRs). An •
The master-class participants will be provided with a new perspective in
objective review of traditional parameters and their limited capability will be engaging the design team with relevant, timely and articulate design-to
compared with the SDTR/PDTR development process requirements
What will be covered: Session Leader:
•
Supportability and producibility Mike Osborne, CPL, CCDM, Senior Program Analyst, Assistant PEO
•
Reduction of the logistics footprint for Logistics, Missiles and Space, US Army
•
Optimization of total ownership costs
Discover how the others are doing it, and learn the different methods!
3:15 pm – 5:15 pm The Many Flavors of PBL Programs
This presentation will discuss the various levels of PBL and their relation to How you will benefit:
crafting organization structures and processes. In-depth coverage of the •
Developing an understanding that there is no standard PBL program
many stages In support of delivering PBL programs that have been designed •
Learn how a contractor can develop a business model that can simulate
to meet a Contractor's performance obligations to the Government, as well different variations of a PBL program in order to better understand
as derive profit margins for its owners that exceed legacy fee-based contracts unfavorable risks
by two to four fold. •
Understand an organization’s limitations in effectively and efficiently
executing different PBL levels
What will be covered:
•
Description of PBL levels 1-4 Session Leader:
•
The many variations of each of the PBL levels Ron Giuntini, Principal, OEM Product Services Institute
•
Crawl, walk, run stages of an implementation; for new and legacy systems
4 Sponsored by: To register please call Sherryl Jacobs at 416-597-4710

March 16–19, 2009
Washington, DC
3 EASY WAYS TO REGISTER:
Email: sherryl.jacobs@idga.org
Phone: 416-597-4710
Fax: 416-598-7934, 24 hours a day
Your customer registration code is: TLS/SJ
Salutation/Rank________________
Name _____________________________________________________________
Job Title _______________________________________________________________
Organization ____________________________________________________________
Address _______________________________________________________________
City __________________________________ State ____________
Zipcode ______________
Phone _______________________________ Fax _________________________________
E-Mail______________________________________________________________
Please register me for:
PBL Process Improvement Day (Mon Mar 16)
Main Summit (Tues-Wed Mar 17-18)
PBL Implementation Day (Thurs Mar 19)
Superpass (all 4 days) - Best Deal!
See Page 2 for pricing details.
Please keep me informed via email about this and other related events.
Payment:
Check enclosed for $______________(Payable in U.S. Dollars to IDGA)
Charge AMEX Visa Master Card
Card #________________________________________ Exp Date:_______/__________
Details for making payment via EFT or wire transfer can be found on page 2