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2024 Webinar Series
The FAR:
Federal Acquisition Regulations
Understand the rules of the federal contracting game - and play to win!
J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
2024 Webinar Series
THE FAR
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2024 Webinar Series
THE FAR
J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
2024 Webinar Series
THE FAR
J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
2024 Webinar Series
THE FAR
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The FAR – Federal Acquisition Regulations - WEBINAR SERIES 2024
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2024 Webinar Series
THE FAR
THE FAR – PART 34
J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
2024 Webinar Series
THE FAR
FAR PART #34:
Major System Acquisition
SPEAKER: Susan Warshaw Ebner
FIRM: Stinson LLP
EMAIL: susan.ebner@stinson.com
J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
2024 Webinar Series - THE FAR
J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
FAR PART 34
Major System Acquisition
May 18, 2024
2024 Webinar Series - THE FAR
FAR PART 34 MAJOR SYSTEM ACQUISITION
⮚ What is a Major System?
⮚ Acquisition of a Major System Acquisition
⮚ Use of Title III Defense Production Act Testing and Qualification
⮚ Earned Value Management System
J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
2024 Webinar Series - THE FAR
WHAT IS A MAJOR SYSTEM?
⮚ Combination of elements that will function together to produce the
capabilities required to fulfill a mission need
⮚ May include hardware, equipment, software, or a combination
⮚ Excludes construction or other improvements to real property
⮚ Civilian v. Defense agencies have different thresholds
⮚ Ultimately, the system will be designated a “major system” by the
head of the agency responsible for the system.
J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
2024 Webinar Series - THE FAR
ACQUISITION OF A MAJOR SYSTEM
⮚ FAR part 34 governs acquisition of major systems
⮚ FAR 34.000 provides for acquisition consistent with OMB Circular A-109
and Earned Value Management System per OMB Circular A-11 part 7
⮚ NOTE: OMB Circular A-109 is no longer listed on White House website
⮚ OMB Circular A-11 part 7 includes appendices for scorekeeping, budget
treatment of lease-purchases and lease of capital assets, principles for
budgeting for capital asset acquisitions
J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
2024 Webinar Series - THE FAR
ACQUISITION OF A MAJOR SYSTEM
⮚ Policy is to
⮚ Acquire a Major System in most effective, economical, and timely
manner
⮚ Promote innovation and full and open competition
⮚ FAR 34.001 Agency is to seek effective competition
⮚ Two or more contractors acting independently to ensure “Government
will be offered the lowest cost or price alternative or best technical
design meeting its minimum needs”
⮚ Do not assume this means they are seeking an LPTA award!
J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
2024 Webinar Series - THE FAR
ACQUISITION OF A MAJOR SYSTEM
⮚ FAR 34.002 Policy also includes provision to sustain effective competition
between alternative systems, concepts and sources for as long as
“beneficial”
⮚ FAR 34.005-1(a) provides that “Foreign contractors, technology, and
equipment may be considered when it is feasible and permissible to do so”
⮚ Agencies are to develop the acquisition strategy tailored to the particular
program
⮚ Identify key decision points/officials responsible for making decisions
⮚ See next slide as example
J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
2024 Webinar Series - THE FAR
J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
https://acqnotes.com/wp-content/uploads/2014/09/Interactive-Lifecycle-Wall-Chart-Jan-18.pdf
2024 Webinar Series - THE FAR
ACQUISITION STRATEGY TO BE TAILORED TO PARTICULAR PROGRAM
⮚ Concept Exploration Contracts – Focus on refining proposed concept/reducing
technical uncertainties, includes exploration consistent with budget, promising nature of
approach, acceptable progress being made
⮚ Demonstration Contracts – Contractors to demonstrate; aim is to be in a position to
provide priced proposals, completely funded by the government, for full-scale
development
⮚ Full-Scale Development Contracts – Contractors submit priced proposals for
production based on the latest quantity, schedule, and logistics requirements.
⮚ Full Production Contracts – Acquisition of major systems successfully tested where
consistent with mission need and program objectives
⮚ Subsystem or Component Contracts – May mandate specification or standards
J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
2024 Webinar Series - THE FAR
TESTING, QUALIFICATION AND USE OF “INDUSTRIAL RESOURCES”
DEVELOPED UNDER TITLE III, DEFENSE PRODUCTION ACT (DPA)
⮚ DPA may be used to “encourage expansion of production capacity and
supply of industrial resources essential to national defense”
⮚ Rated orders
⮚ “Industrial Resources”
⮚ What is a Title III “Industrial Resource?”
⮚ Materials, services, processes, or manufacturing equipment established
or maintained under authority of Title III of the Defense Production Act
⮚ Includes processes, technologies, and ancillary services for the use of
manufacturing equipment
J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
2024 Webinar Series - THE FAR
TESTING, QUALIFICATION AND USE OF “INDUSTRIAL RESOURCES”
DEVELOPED UNDER TITLE III, DEFENSE PRODUCTION ACT (DPA)
⮚ Policies and procedures for testing, qualification, and use of industrial
resources manufactured or developed
⮚ Title III authorizes various forms of Government assistance to encourage
expansion of production capacity and supply of industrial resources
essential to national defense
⮚ Where a Title III Industrial Resource is identified, it is the policy of the
Government to pay for any testing and qualification required for use or
incorporation
J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
2024 Webinar Series - THE FAR
TESTING, QUALIFICATION AND USE OF “INDUSTRIAL RESOURCES”
DEVELOPED UNDER TITLE III, DEFENSE PRODUCTION ACT (DPA)
⮚ What is a Title III Project Contractor –
⮚ A contractor that has received assistance for the development or
manufacture of an industrial resource
⮚ Refer request to Contracting Officer for testing and qualification of a Title
III industrial resource for approval
⮚ Contracting Officer will modify the contract and make an equitable
adjustment for cost of testing and qualification
⮚ Applicable FAR 52.234-1 clause, flows down to “every subcontract issued
in performance of the Title III contract.”
J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
2024 Webinar Series - THE FAR
EARNED VALUE MANAGEMENT SYSTEM (EVMS)
⮚ Tool used to assess contractor’s progress in comparison to budgeted cost and
schedule (integrated baseline reviews (IBRs))
⮚ Required for Major Acquisitions for Development
⮚ OMB Circular A-11 Preparation, Submission, And Execution of the
Budget (Scoring, Budgeting, Funding, Color of Money) (current 8/23)
⮚ EVMS may also be required for other procurements
⮚ Where EVMS included, requirements apply to subcontractors
⮚ Plan to comply with ANSI/EIA-748 (current version at time of award)
J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
2024 Webinar Series - THE FAR
INTEGRATED BASELINE REVIEW (IBR)
⮚ Where EVMS is required, Government may conduct an IBR to assess:
⮚ Contractor proposed plan’s ability to achieve scope of work
⮚ Whether time allocated can achieve identified project schedule milestones
⮚ Ability of Performance Management Baseline to execute the project and
attain cost of objectives
⮚ Adequacy of personnel, facilities, and equipment to perform tasks,
including major subcontractors
⮚ Effectiveness of management processes
⮚ Offeror must identify major subcontractors; Prime Contractor &
Government agree to subcontractors that are to apply EVMS guidelines
J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
2024 Webinar Series - THE FAR
EVMS SOLICITATION PROVISIONS AND CONTRACT CLAUSES
⮚ FAR 52.234-2, Notice of Earned Value Management System-Preaward
Integrated Baseline Review
⮚ FAR 52.234-3, Notice of Earned Value Management System-Postaward
Integrated Baseline Review
⮚ FAR 52.234-4, Earned Value Management System
⮚ Other specific agency provisions, e.g.,
⮚ DFARS 252.234-7001 Notice of Earned Value Management System
⮚ DFARS 252.234-7002 Earned Value Management System
J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
2024 Webinar Series - THE FAR
Some Takeaways
⮚ Major System Acquisitions aren’t typically simple or quick
⮚ Many different personnel and programs may be involved in just one buy
⮚ There are a lot of moving parts and approval processes
⮚ Knowing the way the system works can help you avoid missteps!
J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
2024 Webinar Series
THE FAR
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for Gov Con Content Uploads
including THESE WEBINARS!
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J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
2024 Webinar Series
THE FAR
THANK YOU FOR ATTENDING!
FAR PART #34:
Major System Acquisition
SPEAKER: Susan Warshaw Ebner
FIRM: Stinson
EMAIL: susan.ebner@stinson.com
J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
2024 Webinar Series
The FAR:
Federal Acquisition Regulations
THANK YOU FOR JOINING US!
J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com

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2024: The FAR - Federal Acquisition Regulations, Part 34

  • 1. 2024 Webinar Series The FAR: Federal Acquisition Regulations Understand the rules of the federal contracting game - and play to win! J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
  • 2. 2024 Webinar Series THE FAR ABOUT THE SERIES: We’ll cover each PART of THE FAR Typically held Wednesdays and Fridays, 12pm Complimentary Recorded Video Posted on YouTube https://www.youtube.com/@jenniferschaus/videos PPT Posted on SlideShare.net Sponsor/Advertising Options Available J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
  • 3. 2024 Webinar Series THE FAR J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
  • 4. 2024 Webinar Series THE FAR J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
  • 5. 2024 Webinar Series THE FAR ABOUT US:  Services for FED GOV CONTRACTORS:  Washington DC based;  Professional services for established gov cons;  Market Analysis to GSA Schedules;  Contract Administration, etc. J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
  • 6. 2024 Webinar Series THE FAR ABOUT US:  Services for those selling TO FED CONTRACTORS:  Newsletter Advertising;  Webinar Advertising;  Social Media Advertising;  Event Sponsorship;  Ask for our MEDIA KIT! J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
  • 7. Marketing TO Federal Contractors? BOGO Digital Advertising Offer 30,000+ Newsletter Subscribers 90% Federal Contractors 23% - 32% Open Rates (12 Mo Ave) 4% - 12% Click Rates (12 Mo Ave) -------------------------------- hello@JenniferSchaus.com for details
  • 8.
  • 9. WEDNESDAY 05/08 US SENATE – & - HOUSE OF REPRESENTATIVES Scheduled Hearings
  • 11.  TUESDAY, MAY 21st 9-11am “GSA Schedules: The What, Why, How To - And Fine Print!” REGISTER: https://events.teams.microsoft.com/event/01d60a75-d77d-44d0-a501-9f74ff47c4ef@253e7787-672d-4071-9290-fc3db5246db7  TUESDAY, JUNE 4th 9-11am “Federal Contractors Basic Marketing Guide” REGISTER: https://events.teams.microsoft.com/event/70f1a706-f1b3-46e1-9f88-d769e16075f3@253e7787-672d-4071-9290-fc3db5246db7 LIVE WEB BASED TRAINING
  • 12. VA APEX ACCELERATOR - 2024 TRAINING EVENTS  THURSDAY, JUNE 13th 11.30am-1.30pm GSA Schedules: Requirements, Proposal Prep and – What’s Next REGISTER: https://virginiaptac.ecenterdirect.com/events/4448  TUESDAY, AUGUST 6th 1pm-3pm Marketing 101 For Federal Contractors: Attract The Primes, Attract The Government REGISTER: https://virginiaptac.ecenterdirect.com/events/4452  TUESDAY, NOVEMBER 12th 9.30am-11.30am GSA Schedules: Requirements, Proposal Prep and – What’s Next REGISTER: https://virginiaptac.ecenterdirect.com/events/4456
  • 13. MD APEX ACCELERATOR - 2024 TRAINING EVENTS  THURSDAY, JUL 25th 2024 10am-11am Kickstart Your Federal Marketing REGISTER: https://mdptac.ecenterdirect.com/events/15242  THURSDAY, DEC 5th 2024 10am-11am GSA Schedules - What You Need To Know REGISTER: https://mdptac.ecenterdirect.com/events/15244
  • 14. Our Sponsored Content Webinars Palmetier Law – Part 1 of 2 - Thursday JUNE 20 SBIR / STTR Unleashing Small Business Innovations: A Path To Growth & Prosperity https://attendee.gotowebinar.com/register/819675359822707801 Palmetier Law – Part 2 of 2 Thursday JUNE 27 SBIR / STTR Unleashing Small Business Innovations: A Path To Growth & Prosperity https://attendee.gotowebinar.com/register/4351522212519190620
  • 15. Federal Government Contractors SUMMER SOIREE Monday June 24th John F Kennedy Center 530PM - 730PM Meet The FED GOV & Network with Contractors! TICKETS REQUIRED IN ADVANCE https://govsummer2024.eventbrite.com
  • 16. 2024 Webinar Series - THE FAR THANK YOU TO OUR WEBINAR SPONSORS J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
  • 17. The FAR – Federal Acquisition Regulations - WEBINAR SERIES 2024 JSchaus & Associates – Washington DC – hello@JenniferSchaus.com
  • 18.  Full training calendar: virginiaptac.org & useful links  Register for free counseling: https://virginiaptac.org/services/counseling/  Your “one stop” shop for Government Contracting assistance  Reach us at apex@gmu.edu or 703-277-7750 This APEX Accelerator is funded in part through a cooperative agreement with the Department Next Steps?
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  • 23. 2024 Webinar Series THE FAR THE FAR – PART 34 J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
  • 24. 2024 Webinar Series THE FAR FAR PART #34: Major System Acquisition SPEAKER: Susan Warshaw Ebner FIRM: Stinson LLP EMAIL: susan.ebner@stinson.com J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
  • 25. 2024 Webinar Series - THE FAR J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com FAR PART 34 Major System Acquisition May 18, 2024
  • 26. 2024 Webinar Series - THE FAR FAR PART 34 MAJOR SYSTEM ACQUISITION ⮚ What is a Major System? ⮚ Acquisition of a Major System Acquisition ⮚ Use of Title III Defense Production Act Testing and Qualification ⮚ Earned Value Management System J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
  • 27. 2024 Webinar Series - THE FAR WHAT IS A MAJOR SYSTEM? ⮚ Combination of elements that will function together to produce the capabilities required to fulfill a mission need ⮚ May include hardware, equipment, software, or a combination ⮚ Excludes construction or other improvements to real property ⮚ Civilian v. Defense agencies have different thresholds ⮚ Ultimately, the system will be designated a “major system” by the head of the agency responsible for the system. J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
  • 28. 2024 Webinar Series - THE FAR ACQUISITION OF A MAJOR SYSTEM ⮚ FAR part 34 governs acquisition of major systems ⮚ FAR 34.000 provides for acquisition consistent with OMB Circular A-109 and Earned Value Management System per OMB Circular A-11 part 7 ⮚ NOTE: OMB Circular A-109 is no longer listed on White House website ⮚ OMB Circular A-11 part 7 includes appendices for scorekeeping, budget treatment of lease-purchases and lease of capital assets, principles for budgeting for capital asset acquisitions J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
  • 29. 2024 Webinar Series - THE FAR ACQUISITION OF A MAJOR SYSTEM ⮚ Policy is to ⮚ Acquire a Major System in most effective, economical, and timely manner ⮚ Promote innovation and full and open competition ⮚ FAR 34.001 Agency is to seek effective competition ⮚ Two or more contractors acting independently to ensure “Government will be offered the lowest cost or price alternative or best technical design meeting its minimum needs” ⮚ Do not assume this means they are seeking an LPTA award! J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
  • 30. 2024 Webinar Series - THE FAR ACQUISITION OF A MAJOR SYSTEM ⮚ FAR 34.002 Policy also includes provision to sustain effective competition between alternative systems, concepts and sources for as long as “beneficial” ⮚ FAR 34.005-1(a) provides that “Foreign contractors, technology, and equipment may be considered when it is feasible and permissible to do so” ⮚ Agencies are to develop the acquisition strategy tailored to the particular program ⮚ Identify key decision points/officials responsible for making decisions ⮚ See next slide as example J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
  • 31. 2024 Webinar Series - THE FAR J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com https://acqnotes.com/wp-content/uploads/2014/09/Interactive-Lifecycle-Wall-Chart-Jan-18.pdf
  • 32. 2024 Webinar Series - THE FAR ACQUISITION STRATEGY TO BE TAILORED TO PARTICULAR PROGRAM ⮚ Concept Exploration Contracts – Focus on refining proposed concept/reducing technical uncertainties, includes exploration consistent with budget, promising nature of approach, acceptable progress being made ⮚ Demonstration Contracts – Contractors to demonstrate; aim is to be in a position to provide priced proposals, completely funded by the government, for full-scale development ⮚ Full-Scale Development Contracts – Contractors submit priced proposals for production based on the latest quantity, schedule, and logistics requirements. ⮚ Full Production Contracts – Acquisition of major systems successfully tested where consistent with mission need and program objectives ⮚ Subsystem or Component Contracts – May mandate specification or standards J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
  • 33. 2024 Webinar Series - THE FAR TESTING, QUALIFICATION AND USE OF “INDUSTRIAL RESOURCES” DEVELOPED UNDER TITLE III, DEFENSE PRODUCTION ACT (DPA) ⮚ DPA may be used to “encourage expansion of production capacity and supply of industrial resources essential to national defense” ⮚ Rated orders ⮚ “Industrial Resources” ⮚ What is a Title III “Industrial Resource?” ⮚ Materials, services, processes, or manufacturing equipment established or maintained under authority of Title III of the Defense Production Act ⮚ Includes processes, technologies, and ancillary services for the use of manufacturing equipment J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
  • 34. 2024 Webinar Series - THE FAR TESTING, QUALIFICATION AND USE OF “INDUSTRIAL RESOURCES” DEVELOPED UNDER TITLE III, DEFENSE PRODUCTION ACT (DPA) ⮚ Policies and procedures for testing, qualification, and use of industrial resources manufactured or developed ⮚ Title III authorizes various forms of Government assistance to encourage expansion of production capacity and supply of industrial resources essential to national defense ⮚ Where a Title III Industrial Resource is identified, it is the policy of the Government to pay for any testing and qualification required for use or incorporation J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
  • 35. 2024 Webinar Series - THE FAR TESTING, QUALIFICATION AND USE OF “INDUSTRIAL RESOURCES” DEVELOPED UNDER TITLE III, DEFENSE PRODUCTION ACT (DPA) ⮚ What is a Title III Project Contractor – ⮚ A contractor that has received assistance for the development or manufacture of an industrial resource ⮚ Refer request to Contracting Officer for testing and qualification of a Title III industrial resource for approval ⮚ Contracting Officer will modify the contract and make an equitable adjustment for cost of testing and qualification ⮚ Applicable FAR 52.234-1 clause, flows down to “every subcontract issued in performance of the Title III contract.” J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
  • 36. 2024 Webinar Series - THE FAR EARNED VALUE MANAGEMENT SYSTEM (EVMS) ⮚ Tool used to assess contractor’s progress in comparison to budgeted cost and schedule (integrated baseline reviews (IBRs)) ⮚ Required for Major Acquisitions for Development ⮚ OMB Circular A-11 Preparation, Submission, And Execution of the Budget (Scoring, Budgeting, Funding, Color of Money) (current 8/23) ⮚ EVMS may also be required for other procurements ⮚ Where EVMS included, requirements apply to subcontractors ⮚ Plan to comply with ANSI/EIA-748 (current version at time of award) J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
  • 37. 2024 Webinar Series - THE FAR INTEGRATED BASELINE REVIEW (IBR) ⮚ Where EVMS is required, Government may conduct an IBR to assess: ⮚ Contractor proposed plan’s ability to achieve scope of work ⮚ Whether time allocated can achieve identified project schedule milestones ⮚ Ability of Performance Management Baseline to execute the project and attain cost of objectives ⮚ Adequacy of personnel, facilities, and equipment to perform tasks, including major subcontractors ⮚ Effectiveness of management processes ⮚ Offeror must identify major subcontractors; Prime Contractor & Government agree to subcontractors that are to apply EVMS guidelines J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
  • 38. 2024 Webinar Series - THE FAR EVMS SOLICITATION PROVISIONS AND CONTRACT CLAUSES ⮚ FAR 52.234-2, Notice of Earned Value Management System-Preaward Integrated Baseline Review ⮚ FAR 52.234-3, Notice of Earned Value Management System-Postaward Integrated Baseline Review ⮚ FAR 52.234-4, Earned Value Management System ⮚ Other specific agency provisions, e.g., ⮚ DFARS 252.234-7001 Notice of Earned Value Management System ⮚ DFARS 252.234-7002 Earned Value Management System J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
  • 39. 2024 Webinar Series - THE FAR Some Takeaways ⮚ Major System Acquisitions aren’t typically simple or quick ⮚ Many different personnel and programs may be involved in just one buy ⮚ There are a lot of moving parts and approval processes ⮚ Knowing the way the system works can help you avoid missteps! J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
  • 40. 2024 Webinar Series THE FAR Please subscribe to our YouTube Channel for Gov Con Content Uploads including THESE WEBINARS! https://www.youtube.com/@jenniferschaus/videos J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
  • 41. 2024 Webinar Series THE FAR THANK YOU FOR ATTENDING! FAR PART #34: Major System Acquisition SPEAKER: Susan Warshaw Ebner FIRM: Stinson EMAIL: susan.ebner@stinson.com J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com
  • 42. 2024 Webinar Series The FAR: Federal Acquisition Regulations THANK YOU FOR JOINING US! J Schaus & Associates, WASHINGTON DC – hello@JenniferSchaus.com