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JSC Streamlined Procurement Team. June 3, 2010. Team Members. Lead: Delene Sedillo (BD) Co-Lead: Mary Kincaid (BB) Andrea Browne (BV) Craig Burridge (BB) Monica Ceruti (AL) Laurie Declaire (BT) Diana Denardo (BJ) Rod Etchberger (BB) Lauren Johnson (BG) Julie Karr (BH) Advisors:
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JSC Streamlined Procurement Team June 3, 2010
Team Members • Lead: Delene Sedillo (BD) • Co-Lead: Mary Kincaid (BB) • Andrea Browne (BV) • Craig Burridge (BB) • Monica Ceruti (AL) • Laurie Declaire (BT) • Diana Denardo (BJ) • Rod Etchberger (BB) • Lauren Johnson (BG) • Julie Karr (BH) • Advisors: • Roberta Beckman (BD) • Joe Campbell (BB) • Robert Tepfer (AL)
Streamlined Process Applicability • Any competitive negotiated acquisition for which it is unnecessary to distinguish all levels of technical merit among the proposals to make an award decision • Firm fixed price and cost-type contracts • Not appropriate for sole source buys, sealed bidding, and technically complex acquisitions • The designated approving official will approve the recommended source selection strategy (PPT, LTO, or FTO) at the procurement strategy meeting
JSC Best Value Continuum Greater Importance of Price Lesser Lesser Technical Complexity Greater Non-Cost Price Perf Trade-off FAR Part 8 and 12 FAR Part 15 FAR Part 13 & 14 Simplified & Sealed Bid LPTA Low-Price/ Tech Acceptable PPT Performance/ Price Trade-Off Full Trade-Off *Option to evaluate past perf but no comparative assessment or ranking. FAR 15.101-2(b) Tech Acceptable Limited Tradeoff (LTO) (old midrange v/c) SEB Process Cost Low Price
PPT and LTO Models • Price/Past Performance Trade-Off (PPT) • May or may not request technical proposal • If requested, technical proposal is rated as acceptable, unacceptable, or potentially acceptable • Trade-off performed on all proposals that passed • Limited Trade-Off • Same as PPT, but adds value characteristics to the trade-off • VCs are above the minimum requirement and act as a clear and concise discriminators • Ratings of Significant Value Added, Value Added, or No Value Added
PPT/LTO Evaluation Process Discussions Final Evaluation Competitive Range Determination Revise Ratings Discussions ESs Final Proposal Final Evaluation Briefing Initial Evaluation • Best Value Decision Award Award w/o Discussion Initial Evaluation Evaluation Factor Ratings: Technical Past Perf. VCs (LTO) Cost E v a l u a t I o n Offeror Proposals Evaluation Statements (ESs) Debrief
Comparison of SEB and SLPT • Factor – Mission Suitability • Subfactor: Management S&W • Subfactor: Technical S&W • Subfactor: Small Business S&W • Subfactor: Safety & Health S&W • Factor – Past Performance • Factor – Price/Cost • Riddle: Yes • Factor – Technical Acceptability • Pass/Fail • Factor – Value Characteristics (LTO only) • V/C #1 Significant Value • V/C #2 Value • V/C #3 No Value • Factor – Past Performance • Factor – Price/Cost • Riddle: Yes SEB PROCESS USING MS SLPT - BOTH PPT & LTO
PPT/LTO Pros and Cons Pros Uses smaller teams & less resources Reduction in schedule SSA under $50M may be delegated to the Procurement Office Mgr Allows for simpler technically acceptability criteria Recognizes good performers by eliminating marginal and unsatisfactory performers Potentially greater opportunity to award without discussions For LTO: Adds Value Characteristics (VCs) Cons Technical superiority not basis for award Initial learning curve must be factored into the new process
Products • Streamlined Acquisition Process Flow Chart • Streamlined Acquisition Guide with Process Documentation • Virtual Procurement Website • Templates • Samples • Training Material • Road Show for Stakeholders • Acquisition Team Training (Procurement Forum pitch) • Feedback Process