Contents. Our Vision Is Your Success... 2 Leadership Philosophy 3 Management Style 4 Services 5 Clients. 1 Mission Statement
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2 Our Vision Is Your Success... J. A. White & Associates, Inc., markets proven consulting services. As a consulting firm, we develop solutions for a wide range of business needs. Our Management Team takes the time to understand your specific concerns and provides the most cost-effective and expeditious strategy available. Our Vision is to equip you, our valued client, for Success. Contents 1 Mission Statement 2 Leadership Philosophy 3 Management Style 4 Services 5 Clients
3 Our Mission Is Simple Commitment Our mission is to empower your firm in terms of leveraging your procurement resources through risk identification and training. We provide resources, which will support you in managing and maintaining the highest level of government compliance. We believe effective communication between all parties is paramount. At J. A. White & Associates, Inc., our vision is your success. Goals & Objectives The dynamic public and private sector procurement environments today bring constant challenges. We have proven results in overcoming these challenges. We focus our strategies on the following goals and objectives: Individualized service. Establishing a mutual vision for your success. Setting strategic goals and objectives. Providing training. Developing a project schedule. Success in your compliance. J. A. White & Associates, Inc., maintains these Goals and Objectives through recruitment and development of the highest quality staff that are committed to excellence in their fields. Our commitment to provide quality training and services reflect our corporate commitment to excellence.
4 Our Leadership Philosophy... Performance The President and owner, Jeffery A. White, C.P.M. (personal resume on next page) has over seventeen years of purchasing experience in both the private and public sectors. His experiences include supplier financial management, procurement compliance training, and purchasing policy/procedures for governmental agencies, manufacturing plants, service organizations, and hundreds of suppliers across the US and Canada. Jeffery is a former adjunct professor at Penn State Lancaster and Harrisburg campuses. He is currently a consultant/instructor with The George Washington University (Washington, DC), teaching courses in both the project management and contracting areas. Jeffery has published a number of articles in professional purchasing related publications such as Electronic Buyer s News, NAPM Insight, Purchasing Today, and NAPM InfoEdge. He is a noted international speaker for The National Associations of Purchasing Management (NAPM), the National Institute of Governmental Purchasing (NIGP), and other purchasing organizations, having presented topics at International Conferences, satellite seminars, and affiliate dinner meetings. Jeffery s work with NAPM on the development and teaching of the Web Based Course Fundamentals Jeffery White is a Certified Purchasing Manager as designated by the National Association of Purchasing Management. He has published a number of national articles of Purchasing related topics. He is also a noted professional speaker on these topics. of Purchasing in 1999 earned him the ASAE 1999 Education Award of Excellence for Technology-Based Education Programs.
5 JEFFERY A. WHITE, C.P.M. 240 Newpark Place Columbia, SC (fax) EDUCATION B.A. (1983) South Carolina State University Orangeburg, SC Major: Marketing/ Minor: Economics Certifications Certified Purchasing Manager (C.P.M.) (April 1991) National Association of Purchasing Management Contract Management Certificate Program (1988) National Association of Contract Management/ U.S. Army Logistics Management Center Fort Lee, VA PROFESSIONAL EXPERIENCE Managed all aspects of major subcontracts under Government Prime contracts. Drafted Request for Proposals, conducted source selections, cost/price analyses, and negotiations for multi-million dollar procurements. Monitored subcontractor cost and schedule. Negotiated FAR clauses and prime contractor terms and conditions. Conducted post-award closeouts. Evaluated subcontractor cost data using cost analysis techniques. Utilized electronic spreadsheets, databases, software programming tools, and other computerized management tools to assist in performing analyses. Developed unique and copyrighted software capable of performing these functions. Responsible for fact-finding, evaluations, audit reports, and negotiation support. Developed and implemented detailed policies, procedures and work instructions to assist numerous procurement departments compliance with ISO 9000, Federal Acquisition Regulations, and internal company practices.
6 Jeffrey A. White Leadership Resume Conducted independent internal procurement management audits to ensure departmental compliance with the UCC, FAR, DFARS, and other regulations and guidelines. Served on corporate internal audit teams as the Purchasing System Auditor. Auditing experience includes independent purchasing systems reviews of commercial firms, U.S. Government prime contractors, and subcontractors. Developed numerous Contractor Purchasing System Review (CPSR) focused audit plans and comprehensive check sheets that are in use by several major Federal Government Contractors. Successfully managed several companies implementation of CPSR compliant purchasing systems. Received approval from the Government s CPSR team on 27 system reviews. Developed, delivered, and authored training materials for in-house, corporate, NAPM (Pre Dinner, Dinner and International Conferences), and university seminars, work shops, and Internet-based courses. Courses included role-playing, teambuilding, case analyses and other learning techniques. Authored numerous articles on purchasing related issues for NAPM Insight, Purchasing Today, and Electronic Buyers News. Conducted benchmarking efforts on individual and department-wide processes. Implemented process improvements that resulted in millions of dollars in cost reductions. PREVIOUS EMPLOYMENT Nov Adjunct Professor, Penn State, Lancaster and Harrisburg Apr, 1992 Jul, 1997 Subcontract Administrator/Cost-Price Analyst/Sr. Internal Auditor/ Mgr, Procurement Compliance--United Defense, L.P., York, PA/ Aiken, SC, (Formerly, BMY-Combat Systems, Harsco Corp.), York, PA Apr, 1990 Apr, 1991 Subcontract Administrator, Chamberlain Mfg. Corp., Waterloo, IA Oct, 1987 Apr, 1990 Contract Negotiator, Sacramento Air Logistics Center, McClellan AFB CA Jun, 1986 Oct, 1987 Contract Specialist, U.S. Army Tank-Automotive Command, Warren Apr, 1987 Jun, 1986 Contract Specialist, Sacramento Army Depot, Sacramento CA Consulting Assignments and Clients: The George Washington University and ESI International, Washington, DC Instructor of various Federal Contracting Courses such as: Contractor Purchasing System Review, Contract Pricing, Contracting for Project Managers, and Subcontract Management. As a consultant, updated training materials for the Contractor Purchasing System Review and Subcontract Management courses. Northrop Grumman Developed and delivered Cost/Price Analysis training and End-user (Requisitioner) training. Reviewed/revised policy, procedures and forms. Perform independent reviewed of subcontract and purchasing files. Established a CPSR compliant subcontracting system.
7 Jeffrey A. White Leadership Resume Verizon Federal, Inc. Developed and delivered Federal subcontract and purchasing management training. Conducted an independent review of current purchasing system and develop a plan that management can use to obtain a CPSR-compliant procurement system. Lockheed Martin Developed and delivered Federal subcontract and purchasing management training. Consulted on various process improvement initiatives. Assisted in the implementation of procedures and processes used to obtained subcontract compliance on a $1billion FAA program. CACI Conducted an independent reviewed of the current purchasing system and develop a plan that management can use as a guide in implementing a CPSR-compliant system. Served as Project Management for the implementation of a CPSR-compliant purchasing system. Sprint, Irving, TX and Oak Park, KS Instructed the course entitled: Contracting for Project Managers. Bell Atlantic, New York City, NY Instructed the course entitled: Contracting for Project Managers. Motorola, Chicago, IL Instructed the course entitled: Contracting for Project Managers. State of Wisconsin, Madison, WI Developed and implemented a subcontractor financial management and risk assessment program. NAPM National Headquarters, Tempe, AZ Developed and delivered via satellite: Cost and Price Analysis Seminar. Developed and currently instructs Fundamentals of Purchasing Course via the Internet. Developing Study Guides and Video Training for 2001 version of the Certified Purchasing Managers Exam. Booz Allen & Hamilton Developed and delivered Federal subcontract and purchasing management training. Reviewed policy and procedures. Perform independent reviewed of subcontract and purchasing files. Consulted on the implementation of a FAR Part 12 Compliant Commercial Acquisition Process. United Defense, L.P., Steel Products Division, Anniston, AL Developed and delivered Federal subcontract and purchasing management training. FN Manufacturing, Inc, Military Division Columbia, SC Provided CPSR preparation services. Developed and delivered Federal subcontract and purchasing management training. Performed subcontractor cost or price proposal audits. Authored terms and conditions as well as policies and procedures. Updated small business subcontracting plan. Developed a FAR Part 12 Compliant Commercial Acquisition Process. IKON Complete Office Systems, Columbia, SC Conducted an independent core purchasing process review, audit, and benchmarking of the purchasing process. NAPM Affiliates (Delaware, Atlanta, Columbia, Greenville, Catawba)- Developed and delivered purchasing management training seminars on various subjects. South Carolina Association of Governmental Purchasing Professionals Developed and delivered purchasing management training seminars on Cost/Price Analysis. DynCorp IMSD, Gaithersburg, MD Provided proposal preparation and project management services.
8 Jeffrey A. White Leadership Resume DynCorp Information and Enterprise Technology, Reston, VA Reviewed the company s purchasing policy and procedures manual. Conducted an independent assessment of the purchasing department s commitment to customer satisfaction. J.A. Jones Management Services, Charlotte, NC and Oakland, CA CPSR preparation services including updating terms and conditions, authoring and updating policy and procedures, and reviewing of purchasing files. Environmental Chemical Corporation, Burlingame, CA Performed CPSR preparation services. Developed and delivered Federal subcontract and purchasing management training. Conducted subcontractor cost or price proposal audits. Authored terms and conditions and policies and procedures. Reviewed purchasing files. Developed a FAR Part 12 Compliant Commercial Acquisition Process ACS Defense, Inc., Boston, MA Provided CPSR preparation services, including updating of terms and conditions, authoring and updating policies and procedures, and the review of purchasing files. Palmetto Baptist Medical Center, Columbia, SC Developed/Delivered Teambuilding Training Course. South Carolina State University, Small Business Development Center, Orangeburg, SC Developed and delivered Project Management Training Seminar. Dresser-Rand, Inc., Wellsville, NY Authored a Federal Government policies and procedures manual. CSC, Austin, TX Benchmarked Purchasing System Internal Audit Process for Corporate Audit Department. Professional Affiliations National Association of Purchasing Mgmt. (Former President, Columbia, SC Chapter), Member National Contract Management Association, Member
9 Our Management Style Our Management Team is tenacious about being the best. We will not stop until the job is done to the client s satisfaction. It is our firm s belief that our success depends entirely on the growth of you, our valued clients. The Process Solutions Develop a defined Statement of Work and Project Schedule. Conduct a Risk Assessment to determine the client s strengths and weaknesses. Establish the client s ability to embrace and manage strategic change. Engage in the development of new processes, policies and procedures, desktop guides and job aids. Assist in Business Process Reengineering efforts. Develope and conduct training. Assist in the establishment of metrics. Motivate and energize the client s culture. Jeffrey White, President and Owner of J.A. White & Associates, Inc., was the first individual to win the distinguished William C. Goodridge/Pennsylvania Minority Entrepreneur of the Year Award in
10 Our Services Because of our vast experience in Federal Government Procurement, we offer our clients a number of cost-effective services. These solutions cover two functional areas: Supplier Financial Management and Procurement Compliance. The following lists highlight some of the services we offer. Feel free to contact us about these and other related solutions. Results Supplier Financial Management Cost and Pricing Data Audit of Suppliers Progress Payment/Milestone Billing Audits Progress Payment System Reviews Supplier Financial Capabilities Analysis Close-out audits of Cost Type Contracts Cost/Price Analysis Software Supplier Base Financial Assessment Program & Modeling Training Solutions Procurement Compliance Consulting Policy & Procedures Development Bid and Proposal Preparation Pre-CPSR Review Custom FAR Training Small Business Subcontracting Program Development Software developed by Jeffery White has saved major defense firms millions of dollars in direct and indirect cost avoidance.
11 Our Clients We are proud of our diversified client base. It proves that we can position ourselves to address the needs of many different types of businesses. Here is a list of clients we service. Success ACS Defense, Inc. Booz Allen Hamilton, Inc. CACI, Inc. Dresser-Rand DSR, Inc. DynCorp IMSD DynCorp Information and Enterprise Technology Environmental Chemical Corporation ESI International FN Manufacturing, Inc, Military Division IKON Complete Office Systems Institute for Supply Management (ISM) (formerly National Association of Purchasing Management) J.A. Jones Management Services Lockheed Martin, Inc. LSI, Inc. Motorola, Inc. Northrop Grumman Palmetto Baptist Medical Center QSS Group, Inc. South Carolina Association of Governmental Purchasing Professionals South Carolina State University, Small Business Development Center Sprint, Inc. State of Wisconsin Telos, Inc. The Cadmus Group, Inc. The George Washington University The Management Link, Inc. Todd Pacific Shipyard Corporation TYBRIN, Inc. United Defense, L.P., Steel Products Division Verizon Federal, Inc. J.A. White & Associates, Inc. has been in the business of providing solutions since 1992.
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