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Perform Effective Market Research with GSA Acquisition e-Tools. U.S. General Services Administration. Charles Lee Kathryn Pamiroyan Liz Belenis Slater GSA Training Conference and Expo May 10-12, 2011. Agenda. GSA Schedules Overview GSA e-Tools and Market Research Best Practices
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Perform Effective Market Research with GSA Acquisition e-Tools U.S. General Services Administration Charles Lee Kathryn Pamiroyan Liz Belenis Slater GSA Training Conference and Expo May 10-12, 2011
Agenda GSA Schedules Overview GSA e-Tools and Market Research Best Practices Resources for the Procurement Community
Grouping of similar or comparable supplies and/or services GSA competitively awarded IDIQ Fixed Price Contracts More than 18,600 contracts in place 80% awarded to small business concerns – Agency gets socio-economic credit, except 8(a) GSA Schedule Basics Section 13, page 68
Priorities for Use of the GSA Schedules Program Supplies • Agency inventories • Excess from other agencies • Federal Prison Industries • AbilityOne agencies • Wholesale stock programs (GSA/DLA/VA) • Mandatory Multiple Award Schedules • Optional-use Multiple Award Schedules • Commercial sources Services • AbilityOne agencies • Mandatory Multiple Award Schedules • Optional-use Multiple Award Schedules • Federal Prison Industries or Commercial sources Section 1, pages 9-10
Evergreen Contracts Price Reductions New Technology Blanket Purchase Agreements Contractor Team Arrangements Options on Orders Open Market Items Key Features BPA - Section 9 CTA - Section 10 OPT- Section 3 OMI – Section 8
Multiple Award Schedules A flexible fit when procuring: Commercial Products Commercial Services Section 13, page 68
Ordering Procedures PRODUCTS & SIMPLE SERVICES • FAR 8.405-1Ordering Procedures for Supplies and Services Not Requiring a Statement of Work • FAR 8.405-2Ordering Procedures for Services Requiring a Statement of Work SERVICES Section 3
Sole/Limited Source FAR 6.302Other Than Full and Open Competition FAR 8.405-6Limited Sources Justification and Approval Section 3
RFQ Development and Issuance Without a SOW • Schedule contract supplies (products) and fixed-price services for a specific task. • Threshold Considerations (FAR/DFAR) • What Does the Government Think is Important for Award? (Evaluation Factors)
RFQ Development and Issuance With a SOW • Schedule contract services priced at hourly rates • SOW Library: http://www.gsa.gov/sowlibrary • Threshold Considerations (FAR/DFAR) • What Does the Government Think is Important for Award? (Evaluation Factors)
Evaluation of Quotes Selection and Award • Best Value Continuum: From price predominates (Low-Price Technically Acceptable) to technical/past performance predominates • Socioeconomic Considerations
http://www.aptac-us.org/new http://www.gsa.gov/gettingonschedule http://www.gsa.gov/sbu How to Get Local Vendors Under Contract
GSA e-Tools and Market Research Best Practices Schedules Program Perform effective market research by using these GSA e-Tools together!
Identify salient characteristics and sustainability requirements Understand requirement completely Ask form, fit and function questions Market Research
Customize a Schedule Research the Contract T&C’s Add augmenting, non-conflicting clauses Market Researchmaking a Schedule the very best fit
Using GSA Schedules – Finding Contract Clauses and Terms/Conditions Software License
Using GSA Schedules – Finding Contract Clauses and Terms/Conditions
Using GSA Schedules – Finding Contract Clauses and Terms/Conditions
Contracting Office Questions Standard or common terminology Environmental preference? Color? Network? Speed Resolution Customer Answers Multifunction machine, All-in-one, Copier/Printer/Scanner Energy Star Yes Yes 25 ppm 1200 DPI (dots per inch) Practical Market Research Example:Copier/Printer/Scanner
Fully define your requirement before beginning market research. Search using “salient characteristics” Is “adequate competition” met by using GSA Advantage? Streamline and save time by making the purchase, as no further action may be necessary! Best Practices:What did we learn from this example?
Contracting Office Questions Standard or common terminology Environmental preference? Sizes Other Characteristics Customer Answers Chair, Office Chair, Task Chair Yes, if possible 10 mid back average 40 mid back wide body Adjustable arms/heightWarranty and 24hr Maintenance Practical Market Research Example:50Office Chairs
RFI Used for market research purposes and for the exchange of information with industry prior to the receipt of proposals One means of obtaining and collecting information about capabilities within the market to satisfy contract needs Helps determine if adequate competition exists RFQ Known competition exists. Precise specifications exist. Selection criteria have been developed. In accordance with FAR, all responses received must be reviewed. RFI vs. RFQ: Best Practices and Conditions for Use