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GSA Expo 2006 GSA Expo 2006 Proper Use of GSA Contracts Proper Use of GSA Contracts Jeffrey B. Birch Defense Acquisition University (703) 805-4576 Jeff[email protected]

GSA Expo 2006 GSA Expo 2006 Proper Use of GSA Contracts Jeffrey B. Birch Defense Acquisition University (703) 805-4576

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3 Brand Name Specifications FAR : “shall not be written so as to require a particular brand-name,” if so …requires J&A FAR : “shall not be written so as to require a particular brand-name,” if so …requires J&A OFPP memorandum - April 11, 2005 OFPP memorandum - April 11, 2005 Concern over increased use of brand name specs Concern over increased use of brand name specs Limits competition; diminishes likelihood of achieving best value; severely limits small business participation Limits competition; diminishes likelihood of achieving best value; severely limits small business participation Emphasize physical, functional, performance characteristics Emphasize physical, functional, performance characteristics Requires Fedbizopps publication of J&A Requires Fedbizopps publication of J&A Applies to all acquisitions Applies to all acquisitions

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Page 1: GSA Expo 2006 GSA Expo 2006 Proper Use of GSA Contracts Jeffrey B. Birch Defense Acquisition University (703) 805-4576

GSA Expo 2006GSA Expo 2006Proper Use of GSA ContractsProper Use of GSA Contracts

Jeffrey B. BirchDefense Acquisition University(703) [email protected]

Page 2: GSA Expo 2006 GSA Expo 2006 Proper Use of GSA Contracts Jeffrey B. Birch Defense Acquisition University (703) 805-4576

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Acquisition Planning Acquisition Planning Conduct market research … id contract Conduct market research … id contract

vehiclevehicle Reference Tools …GSA Advantage!®, e-library, , e-library,

customer service representatives, catalogscustomer service representatives, catalogs Perform contract scope determinationPerform contract scope determination

For Schedule orders (Schedule - SIN- Contract For Schedule orders (Schedule - SIN- Contract Scope)Scope)

Requiring agency CO makes scope determinationRequiring agency CO makes scope determination If questionable, call Schedule CO for assistanceIf questionable, call Schedule CO for assistance

GWACs have a specific processGWACs have a specific process Document your business decisions rationale your business decisions rationale

Page 3: GSA Expo 2006 GSA Expo 2006 Proper Use of GSA Contracts Jeffrey B. Birch Defense Acquisition University (703) 805-4576

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Brand Name Brand Name SpecificationsSpecifications

FAR 11.105: “FAR 11.105: “shall notshall not be written so as to be written so as to require a particular brand-name,” if so …require a particular brand-name,” if so …requires J&Arequires J&A

OFPP memorandum - April 11, 2005 OFPP memorandum - April 11, 2005 Concern over increased use of brand name specsConcern over increased use of brand name specs

Limits competition; diminishes likelihood of achieving Limits competition; diminishes likelihood of achieving best value; severely limits small business participationbest value; severely limits small business participation

Emphasize physical, functional, Emphasize physical, functional, performance performance characteristicscharacteristics

Requires Fedbizopps publication of J&ARequires Fedbizopps publication of J&A Applies to Applies to all acquisitionsall acquisitions

Page 4: GSA Expo 2006 GSA Expo 2006 Proper Use of GSA Contracts Jeffrey B. Birch Defense Acquisition University (703) 805-4576

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What is a GSA Assisted What is a GSA Assisted Acquisition?Acquisition?

GSA makes…GSA makes… the contract awardedthe contract awarded places a task or delivery order places a task or delivery order on behalf of another agency (i.e., GSA on behalf of another agency (i.e., GSA

awards a DoD requirement)awards a DoD requirement)

Remember … “the rules follow the money”

Page 5: GSA Expo 2006 GSA Expo 2006 Proper Use of GSA Contracts Jeffrey B. Birch Defense Acquisition University (703) 805-4576

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Requirements Requirements Documentation for Assisted Documentation for Assisted

AcquisitionsAcquisitions Reimbursable Agreement …roles & responsibilitiesReimbursable Agreement …roles & responsibilities

Interagency Agreement/MOUInteragency Agreement/MOU Funding document … certified Funding document … certified

Scope of requirement – SOW, SOOScope of requirement – SOW, SOO Certification of internal review/approvalsCertification of internal review/approvals Evaluation criteria – “best value”, performance Evaluation criteria – “best value”, performance

measures measures Results of market research … realistic delivery Results of market research … realistic delivery

date/period of performance?date/period of performance? Special requirements (funding, testing) or terms & Special requirements (funding, testing) or terms &

conditions? conditions?

Page 6: GSA Expo 2006 GSA Expo 2006 Proper Use of GSA Contracts Jeffrey B. Birch Defense Acquisition University (703) 805-4576

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What is a Direct What is a Direct Acquisition?Acquisition?

A task or delivery order placed by a using A task or delivery order placed by a using Agency official under a contract awarded by Agency official under a contract awarded by GSA.GSA.

Multiple Award Schedules (Schedules, FSS or Multiple Award Schedules (Schedules, FSS or MAS)MAS) FAR 8.405 ordering proceduresFAR 8.405 ordering procedures

Governmentwide Acquisition Contracts (GWACs)Governmentwide Acquisition Contracts (GWACs) Requires delegation of authority from GWAC program Requires delegation of authority from GWAC program

officeoffice Follow FAR 16.5 proceduresFollow FAR 16.5 procedures

Page 7: GSA Expo 2006 GSA Expo 2006 Proper Use of GSA Contracts Jeffrey B. Birch Defense Acquisition University (703) 805-4576

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Direct Acquisitions using Direct Acquisitions using MASMAS

Conduct Acquisition Planning Conduct Acquisition Planning

Ordering procedures (FAR 8.405)Ordering procedures (FAR 8.405)

Simple supplies/services (no sow required) - (FAR Simple supplies/services (no sow required) - (FAR 8.405-1)8.405-1)

< Micro-purchases … place order (rotate awards)< Micro-purchases … place order (rotate awards) > Micro but under MOT … SHALL review 3 schedule sources > Micro but under MOT … SHALL review 3 schedule sources Over MOT (same as above), ask for a price reduction and additional Over MOT (same as above), ask for a price reduction and additional

schedule contractors shall be soughtschedule contractors shall be sought

Services requiring SOW – issue RFQ (FAR 8.405-2)Services requiring SOW – issue RFQ (FAR 8.405-2) Shall include SOW (FAR 8.405-2(b) – provide to additional Shall include SOW (FAR 8.405-2(b) – provide to additional

contractorscontractors Evaluations – meaningful comparisonEvaluations – meaningful comparison

Page 8: GSA Expo 2006 GSA Expo 2006 Proper Use of GSA Contracts Jeffrey B. Birch Defense Acquisition University (703) 805-4576

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Meaningful Comparison orMeaningful Comparison orBest Value DeterminationBest Value Determination

1.1. Quality of Performance / Quality of Performance / StrategyStrategy

2.2. Cost Efficiencies Cost Efficiencies 3.3. Schedule Performance Schedule Performance 4.4. Business Relations Business Relations

Criteria for “best value” judgment – a balance between …

……greatest overall benefit and value greatest overall benefit and value in response to the requirementin response to the requirement

Page 9: GSA Expo 2006 GSA Expo 2006 Proper Use of GSA Contracts Jeffrey B. Birch Defense Acquisition University (703) 805-4576

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Additional Special Additional Special FeaturesFeatures

Socio-Economic CreditSocio-Economic Credit Credit toward agency goalsCredit toward agency goals Credit for orders under both MAS and GWACCredit for orders under both MAS and GWAC

Schedule Blanket Purchase Agreements (BPAs)Schedule Blanket Purchase Agreements (BPAs) Simplified method for repetitive buysSimplified method for repetitive buys Multiple or single awardsMultiple or single awards