IG RESPONSE
We could not substantiate the allegation. Counsel determined that
the statements of work were arguably within the broad scope of the
TQM schedule. NAVSUP[Naval Supply Systems Command Assistant Deputy Commander for Contracts] stated that the delivery orders issued by
Naval Supply Center Charleston (Charleston and Pearl Harbor Naval
Shipyards - 3 orders reviewed totalling $1.3 million, plus one more
order for $75,000 which was not reviewed), Norfolk and Portsmouth
Naval Shipyards were outside the scope and that the Charleston
orders lacked adequate source selection documentation. NAVSUP also
stated that complete and adequate cost and price negotiations were
not conducted for any of the delivery orders placed.
This overlooks the following:
Allegation 2. The delivery orders issued under the TQM schedule were not consolidated and therefore violated the maximum order limitation of the TQM schedule.
This mis-states the allegation. The allegation was that a known requirement in excess of $3 million was deliberately split up into smaller segments to avoid the $600,000 maximum order limitation of the TQM schedule. Three orders totalling $838,000 were issued for Charleston Naval Shipyard alone and this appears to be a violation of the maximum order limitation since these appear to be part of the same whole rather than three distinct requirements.
IG RESPONSE
We could not substantiate the allegation. Consolidating the
activity-based costing delivery orders would not violate the
maximum order limitation of the TQM schedule. The TQM schedule
permits and encourages the consolidation of orders using a blanket
purchase agreement (the correct term is "blanket delivery order"
which is used to consolidate requirements when there are either
multiple ordering points or frequent ordering occurs and the vendor
is willing to grant the volume discount - this is common for office
supplies for example) with the TQM schedule contractors.
Allegation 3. The activity-based costing delivery orders were issued non-competitively to Coopers and Lybrand. Further, the Government was overcharged.
IG RESPONSE
We substantiated part of the allegation. The Navy issued
noncompetitive delivery orders to Coopers and Lybrand.
No overcharging was observed.
(Note, however, that NAVSUP determined that complete and adequate cost and price negotiations were not conducted for any of the delivery orders placed - if a fair and reasonable price was not satisfactorily established, then how do you know if you have been overcharged or not. Since the cost estimate appears to have been provided by Coopers and Lybrand, the Government does not know how much the work should cost.)
Secondly, the allegation was that the work itself was not necessary and that Coopers and Lybrand wrote vague statements of work to assure payment for any services provided. That allegation was not investigated.
however, the Navy payments to Coopers and Lybrand were not in accordance with contract authorization.... The Government recouped $1,809 of overpayments and issued contract modifications on all five delivery orders to authorize the (questioned) payments.
Over $100,000 in reimbursable travel and other miscellaneous costs were paid at Mare Island without any substantiation. This payment was challenged, and still made without hesitation. Similar lack of required substantiation is believed to have occurred at other Navy activities. I have not been able to locate or obtain the support for most of the payments. One of the DOD-IG auditors called me from Long Beach questioning this $100,000 payment, yet it is not discussed in the report. Why was it made? Was the Finance Officer afraid to ruffle someone's feathers at Naval Sea Systems Command?
Allegation 4. The Navy awarded orders for activity-based costing services based on favoritism because specific individuals were involved.
IG RESPONSE
We could not substantiate the allegation. The Naval Investigative
Service investigated three individuals and determined that the
allegations were unfounded. We made inquiries about a fourth named
individual, who was not included in the Naval Investigative Service
report. We determined that the fourth individual was not involved
in the contract award.
This overlooks the fact (which was also overlooked by the Navy's reply to Senator Pryor's first letter, but later confirmed by the second 30 August 1995 Principle Deputy Assistant Secretary of the Navy letter) that the following retired Navy officers were employed in the Mare Island Activity-Based Costing Study:
While Reeve now gives seminars on activity-based costing, none of these three individuals was a renowned authority on the subject in 1992. I personally observed Fish who had little knowledge or background in Total Quality Management, Accounting, or Activity-Based Costing. Others made similar observations about Evans. Reeve's primary claim is that he was on Puget Sound, Mare Island and other Navy ABC studies. None of these individuals was equal to our own GS-12 TQM facilitators.
This further overlooks the fact that tremendous pressure was placed on Mare Island and Puget Sound first to do the ABC study (which was re-termed "training" to fit within the statement of work, even though no training of any significant value was ever provided); second to select Coopers and Lybrand and only Coopers and Lybrand with no consideration of any competitors of which there were many (Professor Dale Geiger, for example, did a real ABC project for the IRS for free as his Phd thesis); and third to use the TQM schedule with its ill defined statement of work, lack of minimum standards for labor categories, and possibly unsupported labor rates (The OPM IG found that the OPM contracts office did not properly document the basis for determining the pre-negotiated labor rates to be fair and reasonable). Why did this occur? I suspect the reason NAVSUP/NAVSEA stopped the attempt by Mare Island and Puget Sound to compete the ABC studies was because they did not want any competitors questioning what had been done at the other yards.
Return to Coopers & Lybrand, Navy and TQM - Fraud or Mistake
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