FINANCIAL SERVICE SOLUTIONS

1. FINANCIAL SERVICE SOLUTIONS Jackie Austin Business Management Specialist GSA, Federal Acquisition Service Central Office

2. GSA Service Schedules A World of Total Solutions • Financial and Business Solutions (FABS - 520) • Mission Oriented Business Integrated Services (MOBIS - 874) • Information Technology Schedule (IT Schedule 70) • Temporary Administrative & Professional Staffing (TAPS - 736)

3. Value Proposition of Using a FABS, MOBIS, TAPS or IT Schedule These Schedules can improve the quality, timeliness and efficiency of services provided by the Federal Government. Solutions can cross Schedules. RFQ’s on GSA e-Buy can be posted for multiple Schedules and Special Item Numbers. Contractor Teaming Arrangements offer a comprehensive solution to customer needs.

4. Bottom Line Benefits of GSA Schedules • Save Time • Save Money • Meet FAR Requirements • Satisfy Socio-Economic Goals • Promote Competition • Contain Qualified Vendors • Easy to Find the Products, Services and Information You Need • Resources to Obtain the Lowest Price Quote

5. Financial and Business Solutions (FABS) • Accounting Services • Budget Services • Financial Management Services • Audit Services • Business Information Services • Professional Legal Services

6. FABS - examples of Agency Use • Used by agency CFOs to assess a portfolio, including both tangible and intangible assets, e.g. of intangible: international fishing rights • Appraisal, title, sale and closing services for real property and related marketing activities, used by CFO • Cost impact studies, used by CFO • Budget, Monitor and Report projects, used by OIG and CFO • Transparency and Oversight actions, used by OIG and CFO • Forensic Audit Services, used by OIG • Recovery Audits, Medical Coding & Claims Processing, used by VA • Credit Monitoring used after data breach • Project/Program Management services for financial projects/programs

7. Types of customers that would require Financial and Business Solutions (520) • Auditor • Accountant • Computer Forensic Specialist • Budget Analyst • Financial Program Officer • Inspector General

8. Financial and Business Solutions (520)Point of contact: jackie.austin@gsa.gov (703) 605-2820

9. Mission Oriented Business Integrated Services - MOBIS • Consulting Services • Facilitation Services • Survey Services • Program and Project Management • MOBIS Training Services • Acquisition Management Support Services

10. Who would use MOBIS for Financial Solutions? • Business Specialists • Program Executive Officers • Program Managers • Acquisition and Procurement Specialists

11. Mission Oriented Business Integrated Services (874)Points of contact • mobis@gsa.gov • 800-241-RAIN

12. Information Technology Schedule • Maintenance of Equipment, Repair Services and/or repair/spare parts • Term Software License • Perpetual Software License • Maintenance • Classroom Training • Information Technology Services

13. Key customer benefits of IT Schedule: • Optimize government financial office through technology • Improved financial systems • State-of-the-Art Commercial Technology • JFMIP-Certified Software • Meet OMB Mandates for Government Financial Systems

14. Who Would Use GSA’s IT Schedule for Financial Application? • Chief Financial Officer • Inspector General • Financial Management Officials • Accountant • Budget Analyst • Project Manager • Military and Civilian Federal Agencies • State and Local Governments • Cooperative Purchasing

15. IT Schedule Point of Contact • Customer Support: • (703) 605-2700 • It.center@gsa.gov

16. Temporary Administrative and Professional Staffing (TAPS 736) • Administrative Support and Clerical Occupations • Automated Data Processing Occupations • General Service and Support Occupations • Technical and Professional Occupations

17. Key customer benefits of TAPS: • Ability to quickly add any type of commercially available labor to augment your staff in any quantity • Huge variety of labor categories direct from temporary staffing firms • Short term duration of one calendar year or less • Service Contract Act wages already fully burdened • Professional labor rates already fully burdened

18. Who would use TAPS for Financial Solutions? • Agencies that need additional staffing to accomplish their mission. This includes: • Vacancies that are unable to be filled—federal employee absent due to leave, military deployment, continuous vacancy, etc. • Critical needs that arise—end of year workload, special projects, disaster response, etc.

19. Temporary Administrative and Professional Staffing Services (736) Points of Contact: • michael.mcdaniel@gsa.gov • 817-574-2330 • richard.armstead@gsa.gov • 817-574-2317

20. Multiple Schedule Solutions • The US Marine Corps System Command, in Quantico, VA and the US Army Aviation and Missile Command in Huntsville, AL have set up BPAs for a number of services including: • Business and Analytical • Logistics • Program Management • Technical • Use of Contractor Teaming Arrangements and subcontractor arrangements to compete for each BPA

21. Customer Solutions - FABS • Agency - The US Dept. of Education • Need - financial advisor services • A comprehensive project plan that included a multifaceted portfolio management/sales strategy and a detailed plan for a sale of the student loan portfolio or any portion thereof. • End product of this project - a stand-alone portfolio management/ sales strategy. • Solution - GSA contractors • Expertise • Minimal administrative time and cost. • Identification of potential vendors to contract award took less • than three weeks.

22. Benefits and Value to Dept. of Education • Shorter Lead Time • Saves money • Flexibility in managing contractor performance • Flexibility in negotiating further discounts • Continuity in providers

23. Customer Solutions- MOBIS • DHS Strategic Sourcing Initiative, awarded 9 BPAs in 2006 • Provide Professional and Program Management support services • Total BPA value estimated at $500M over 5 year period • 15% - 30% discounts off the applicable GSA MOBIS contracts • Promote utilization of small businesses as Team Leads, Team Partners, and Subcontractors

24. Customer Solutions - TAPS • Agency – General Services Administration (GSA) • Need – Data Entry Clerk • The conversion of contract files from a paper format to a digital format requires extensive data input, scanning and electronic filing to ensure continuity. The project is short term in duration and will end when all files are converted. • End Product • All hard copy contract files have been scanned and properly filed in the new document conversion and retrieval system. • Solution - GSA schedule contractor • Wide variety of choices. • Minimal administrative time and cost. • Identification of potential vendors to contract award and initiation of work took less than thirty days

25. Contractor Team Arrangements (CTA) • Two or more GSA schedule contractors • Total solution • GSA Schedule contractors craft the CTA document • All team members should be designated • Team lead should be identified if applicable • Customer can deal directly with each contractor

26. Small Business Procurement – GSA Can Help! • All small businesses should have the maximum practicable opportunity to participate in providing goods and services to U.S. Government (Small Business Act) • The Small Business Administration’s (SBA’s) statutory government-wide procurement goals*: • 23% of an agency’s prime contracts for small businesses • 5% for small disadvantage businesses (prime & subcontracts) • 5% for women-owned small businesses (prime & subcontracts) • 3% for HUBZone businesses (prime and subcontracts) • 3% for service-disabled veteran-owned small businesses (SDVOSBs) • (prime & subcontracts) • GSA’s Multiple Award Schedule (MAS) Program can help you identify and include these companies in the competition for your agency’s business!

27. Thank You! • Questions