Morgan S.

Experience

• 

  School Employees Retirement System

  Jul 2010 - May 2014

   Calculated service computation dates. Provided advice to members on benefit entitlements and eligibility. Reviewed and verified the accuracy and completeness of submitted applications for eligibly. Evaluated and granted appropriate service credit. Calculated and approved benefit payments, ensuring timely payment. Assisted with Survivor Benefit questions and eligibility status. Processed beneficiary forms. Assisted members in preparing claims for workers compensation cases. Conducted thorough reviews of customer records to ensure quality assurance standards upheld. Maintained organization for file integrity. Directed the testing and creation of a new system for processing applications, and the Acknowledgements processes. Trained teammates.Projects Created a tool to translate the School Employees Retirement System time into Public Employees Retirement System time at a glance. Created a job aid for granting service credit for before and after pension reform was in effect. Created a checklist for processing applications. Created a training document of processes and procedures for the Acknowledgements Department. Created a job description for the next level of duties, so I had goals to strive for to advance my career. One did not exist when I was hired. Created multiple documents/checklists for retirees to assist them with the retirement process and to accurately complete their application. Directed the testing of new system for processing applications and Acknowledgements processes.Awards Above & Beyond (April 2014). Show less

  • Acknowledgements II Specialist

    Oct 2011 - May 2014

  • Specialist I, Benefits Processing

    Apr 2011 - Oct 2011

  • Pro Clerk I - Imaging QA

    Jul 2010 - Apr 2011
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  The SYGMA Network

  May 2014 - Dec 2014

  Purchasing and Inventory Control Specialist

   Maintained a minimum service level of 99.9775% with overall Inventory Days on hand at or below prescribed level. Performed supply planning by analyzing and adjusting historical demand data to develop statistical forecasts. Prevented and reduced overstock conditions, slow-moving, and obsolete inventory. Made purchases involving commercial requirements. Determined purchase procedures that best met delivery schedules. Monitored solicitation through the entire procurement process. Resolved emergency requests and customer orders. Coordinated With the storage locations on urgency of requirements, conveying special handling and shipping instructions to the customer. Ensured the timely processing of customer orders and customer access to products, accounts, and order information. Communicated closely with clients, distribution centers, and account administration to help ensure operational efficiency and profitability. Tracked the status of orders using manual and automated files; gathered and consolidated information for inclusion in reports. Coordinated and validated shipping information. Researched causes of inventory discrepancies related to orders. Participated in the resolution of product quality, transportation, and supply discrepancies. Worked closely with logistics and transportation to identify and achieve freight consolidation and revenue generation. Ensured shipment issues and confirmations from distribution centers were posted in a timely manner to maintain integrity of inventory balances. Prepared contract modifications. Processed damaged and spoiled product returns to suppliers. Show less

• 

  Undisclosed

  Dec 2014 - Aug 2021

   Served as acting Supervisor. Trained oncoming team members. Led groups to complete assigned projects. Developed and presented Command level, formal, and directorate level trainings/briefings. Served as a contracting officer with authority to administer contracts within the Simplified Acquisition Threshold (SAT), delegated contracting officer authority. Recommended award to contracting officer on contracts outside delegated authority. Maintained workload on average (six month) of around 150 Requisitions, awarded on average over 60 PR points (out of required 30 points) with an average quantity of 24 Awards, and $560Ka month. Administered multi-year option, long-term contracts via Indefinite Delivery Contract (IDC) SuperKID Project, and Auto Indefinite Delivery Contracts (AIDCs) on a Headquarters Project. Reviewed and procured complex and/or diversified commodities/supplies requirement packages for adequacy and compliance with administrative, regulatory, and procedural requirements. Processed complex requirements to include SEPA, CSI, FAT/PLT/PVT, Hazardous, wire / cable, shelf life, MSDS, BOA, FMS, TINA, NIST/ JCP requirements, Small Business Set-Asides, Commercial. Prepared for negotiations/discussions by reviewing audit and technical reports, performed cost and/or price analysis, prepared price negotiation reports, and recommended the pre-negotiation position. Prepared and issued solicitation documents ensuring the appropriate provisions and clauses were included and ensured the solicitation was consistent with the requirement. Evaluated quotes/proposals against specific criteria. Negotiated multiple instances of significant cost savings. Coordinated for minimal Government impact significant price increases. Awarded contracts. Processed Protest packages and requests with 100% “sustained” determination rate. Advised team on completeness of received requirements documents. Show less  Served as a contracting officer with authority to administer contracts within the Micro-Purchase Threshold, delegated contracting officer authority. Recommended award to contracting officer on contracts outside delegated authority. Maintained workload on average (six month) of around 100 Requisitions, awarded on average over 100 PR points (out of required 45 points) with an average quantity of 40 Awards, and $800Ka month. Reviewed and procured complex and/or diversified commodities/supplies requirement packages for adequacy and compliance with administrative, regulatory, and procedural requirements. Trained new employees. Considered to be a “go to” person for onboarding, and technical issues. Developed and presented Command level, formal, and directorate level trainings/briefings. Completed Large Purchasing Class prior to acceptance into PaCE program. Prepared and issued solicitation documents ensuring the appropriate provisions and clauses were included and ensured the solicitation was consistent with the requirement. Evaluated quotes/proposals against specific criteria. Negotiated multiple instances of significant cost savings. Coordinated for minimal Government impact significant price increases. Awarded contracts. Processed Protest packages and requests with 100% “sustained” determination rate. Advised team on completeness of received requirements documents. Performed acquisition planning by considering available sources and approaches to satisfy mission needs. Evaluated and recommended the ideal method of procurement for supplies based on analysis of requirement/purchaserequest. Performed a competitive source selection for the award of supplies. Recommended appropriate terms and conditions, including special contract requirements appropriate for the requirement to comply with laws and regulations (government or commercial) and policies/procedures. Show less  Maintained accounting records; prepared, analyzed, and interpreted financial statements and reports to determine the need to modify prescribed accounting and financial management reports and systems to meet management needs. Balanced and reconciled general ledger and sub-ledger records, including monthly trial balances and financialstatements. Assisted in the solution of accounting problems. Classified and processed standardized accounting documents and transactions. Received and reviewed source documents to verify the accuracy and completeness of accounting data, mathematicalaccuracy, and determined necessary processing actions for a wide variety of accounting transactions. Entered data into accounting systems and corrected invalid or incorrect entries. Verified, balances, and reconciled detailed supporting documentation with listings, automated records, and/or reports. Assisted in the preparation of recurring and special reports. Completed FM Level I and Level II Certification course work. Created of a comprehensive Billing Adjustments training Manual. Performed cleanse of POC List.Projects Creation of a comprehensive (40+ page) Billing Adjustments Manual. Cleanse of the POC List.Involvement American Society of Military Comptrollers (ASMC) - Buckeye Chapter- Member at Large (July -November 2015).Awards Time Off Award (October, 2015). Peer Award (September, 2015). Show less  Performed and coordinated administrative support activities essential to the administrative management of the Office of the Director, to include composing and reviewing correspondence, completion of forms and reports, monitoring corporate responses, and serving as timekeeper. Provided assistance and information to internal and external customers on administrative policies. Coordinated, oversaw, and organized calendars for Director/Deputy Director, and high level executives; maintained leave calendars, reviewed requests for non-temporary travel orders and overseas allowances and entitlements to ensure all required documents were accurately submitted. Provided answers to routine non-temporary travel orders and overseas allowances and entitlement questions for high level executives. Effectively kept track of a 90+ person organization. Maintained organization flowchart, and distribution lists. Screened incoming communications to determine whether an urgent response was required. Tracked Command action suspense's. Monitored, tracked, and coordinated files for Chief of the Contracting Office (CCO) approval. Extracted, recorded, edited, reviewed, compiled, and submitted statistical and other pertinent data from files, logs, presentations, meeting minutes, spreadsheets, and graphs for the Director/Deputy Director, and high level executives to present to Command, Legal, and Small Business departments per Correspondence Guidelines. Participated in discussions on ways to improve customer service.Projects Created of a comprehensive Administrative Assistant Manual. Show less

  • Contracting Officer

    Aug 2017 - Aug 2021

  • Purchasing Agent

    Nov 2015 - Aug 2017

  • Accounting Technician, Accounts Receivable

    Jul 2015 - Nov 2015

  • Level III Executive Administrative Specialist

    Dec 2014 - Jul 2015
• 

  [undisclosed]

  Aug 2021 - now

  Contract Specialist

   Execute post-award contract performance management actions on assigned contracts. Prepare and execute contract modifications. Evaluate and recommend the ideal method of procurement for R/R&D based on analysis of requirement/purchaserequest. Prepare and issue a solicitation document ensuring the appropriate provisions and clauses are included and ensuring thesolicitation is consistent with the requirement/purchase request. Evaluate quotes/proposals against stated solicitation evaluation criteria. Prepare for negotiations/discussions by reviewing audit and technical reports, performing cost and/or price analysis,preparing price negotiation reports, and recommending the pre-negotiation position. Administer orders/contracts by monitoring contract performance, preparing modifications, and recommending thenecessary course of action to resolve issues impacting performance or ability to comply with terms and conditions. Freedom Of Information Act (FOIA) team monitor. Small Business Innovation Research (SBIR) / Small Business Technology Transfer (STTR). Tactical Funding Increase (TACFI) SBIR II. Show less