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1 Florida Gulf Coast University Small Business Development Center (SBDC) Procurement Technical Assistance Center (PTAC) Reading Solicitations

1 Florida Gulf Coast University Small Business Development Center (SBDC) Procurement Technical Assistance Center (PTAC) Reading Solicitations

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Page 1: 1 Florida Gulf Coast University Small Business Development Center (SBDC) Procurement Technical Assistance Center (PTAC) Reading Solicitations

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• Florida Gulf Coast University

• Small Business Development Center (SBDC)

• Procurement Technical Assistance Center (PTAC)

Reading Solicitations

Page 2: 1 Florida Gulf Coast University Small Business Development Center (SBDC) Procurement Technical Assistance Center (PTAC) Reading Solicitations

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Who are we?

Page 3: 1 Florida Gulf Coast University Small Business Development Center (SBDC) Procurement Technical Assistance Center (PTAC) Reading Solicitations

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What Does The Government Want?

Page 4: 1 Florida Gulf Coast University Small Business Development Center (SBDC) Procurement Technical Assistance Center (PTAC) Reading Solicitations

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How Do They Communicate?

Page 5: 1 Florida Gulf Coast University Small Business Development Center (SBDC) Procurement Technical Assistance Center (PTAC) Reading Solicitations

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The Solicitation

Page 6: 1 Florida Gulf Coast University Small Business Development Center (SBDC) Procurement Technical Assistance Center (PTAC) Reading Solicitations

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Methods of ProcurementMicro Purchases (Credit Cards, $1-$3,000)

Simplified Acquisitions ($3,000- $5.5 Million)

Sealed Bids (Price only)Invitation for Bid (IFB)

Negotiated (Price or Cost)Request For Quote (RFQ)

(Price only)Request For Proposal (RFP)

(Price or Cost Data)

Sources Sought (Information only)Request for Information (RFI)

Page 7: 1 Florida Gulf Coast University Small Business Development Center (SBDC) Procurement Technical Assistance Center (PTAC) Reading Solicitations

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Micro Purchases

• Awards made from $1-$3,000

– Small or Large Business– No Competition– One Source– Price

Page 8: 1 Florida Gulf Coast University Small Business Development Center (SBDC) Procurement Technical Assistance Center (PTAC) Reading Solicitations

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Simplified Acquisitions

• Awards made from $3,000-$5.5 million • Commercial Item • Request for Quote (RFQ)• Competitive• Negotiated --- Non Negotiated• Lowest Price or Best Value• Price Only (Fixed-Price)

Page 9: 1 Florida Gulf Coast University Small Business Development Center (SBDC) Procurement Technical Assistance Center (PTAC) Reading Solicitations

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Invitation For Bid(IFB)

• Sealed bid:

– Award will be based on lowest price

– Bid is publicly opened AND

– No discussions, no negotiations.

Page 10: 1 Florida Gulf Coast University Small Business Development Center (SBDC) Procurement Technical Assistance Center (PTAC) Reading Solicitations

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Request For Proposal (RFP)

• Negotiated ---- Non Negotiated

• Lowest Price or Best Value • Cost or Price data

Page 11: 1 Florida Gulf Coast University Small Business Development Center (SBDC) Procurement Technical Assistance Center (PTAC) Reading Solicitations

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Request For Quote(RFQ)

• Simplified Acquisition Process for Commercial Items

• Negotiated ---- Non Negotiated

• Lowest Price or Best Value

• Price Only (Firm-Fixed Price)

Page 12: 1 Florida Gulf Coast University Small Business Development Center (SBDC) Procurement Technical Assistance Center (PTAC) Reading Solicitations

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Request For Information (RFI)

• Agency search for Information

• Offeror submits a technical approach

• No price/cost data submitted.

Page 13: 1 Florida Gulf Coast University Small Business Development Center (SBDC) Procurement Technical Assistance Center (PTAC) Reading Solicitations

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Solicitation

• Identifies the requirements of the agency

• Contains all the terms and conditions of the proposed contract.

Page 14: 1 Florida Gulf Coast University Small Business Development Center (SBDC) Procurement Technical Assistance Center (PTAC) Reading Solicitations

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Uniform Contract Format

• Part I -- The Schedule– A - Solicitation/Contract Form– B - Supplies or Services and Prices– C - Description/Specification– D - Packaging and Marking– E - Inspection and Acceptance– F - Deliveries or Performance– G - Contract Administration Data– H - Special Contract Requirements

Page 15: 1 Florida Gulf Coast University Small Business Development Center (SBDC) Procurement Technical Assistance Center (PTAC) Reading Solicitations

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Uniform Contract Format (Con’t)

• Part II - Contract Clauses– I - Contract Clauses

• Part III -- List of Documents, Exhibits, and Other Attachments– J - List of Attachments

Page 16: 1 Florida Gulf Coast University Small Business Development Center (SBDC) Procurement Technical Assistance Center (PTAC) Reading Solicitations

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Uniform Contract Format (Con’t)

• Part IV - Representations and Instructions– K - Reps, Certs, and other statements of offerors– L - Instructions, conditions, and notices to offerors– M - Evaluation factors for Award

Page 17: 1 Florida Gulf Coast University Small Business Development Center (SBDC) Procurement Technical Assistance Center (PTAC) Reading Solicitations

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Uniform Contract Format (Con’t)

• Part I, II and III become the contract• Part IV is retained in the contract file.

Page 18: 1 Florida Gulf Coast University Small Business Development Center (SBDC) Procurement Technical Assistance Center (PTAC) Reading Solicitations

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Section A -Solicitation/Contract Form

• Multipurpose standard forms

– SF 33 - Solicitation, Offer and Award

– SF 1442 - Solicitation, Offer and Award (Construction)

– SF 1449 - Commercial Items

Page 19: 1 Florida Gulf Coast University Small Business Development Center (SBDC) Procurement Technical Assistance Center (PTAC) Reading Solicitations

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Section A -Solicitation/Contract Form

• Number of pages• Solicitation Number• Type of solicitation

– Sealed Bid (IFB)– Negotiated (RFP)

• Date Issued• Defense Priority Allocation System (DPAS) Rating

Page 20: 1 Florida Gulf Coast University Small Business Development Center (SBDC) Procurement Technical Assistance Center (PTAC) Reading Solicitations

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Section A -Solicitation/Contract Form

• Issued by

• NAICS • POC, Name, Title, Phone number, e-mail, fax number

• Bid/proposal due date, time and location

• Minimum bid/offer acceptance period

Page 21: 1 Florida Gulf Coast University Small Business Development Center (SBDC) Procurement Technical Assistance Center (PTAC) Reading Solicitations

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Section A -Solicitation/Contract Form

• Name/Address of Offeror

• Acknowledgement of amendments

• Signature Block for Offeror

Page 22: 1 Florida Gulf Coast University Small Business Development Center (SBDC) Procurement Technical Assistance Center (PTAC) Reading Solicitations

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Section B - Supplies or Services

• Contract Line Item Numbers (CLINs)

• Description of Supply/Service

• Extended Price

• Total Price

Page 23: 1 Florida Gulf Coast University Small Business Development Center (SBDC) Procurement Technical Assistance Center (PTAC) Reading Solicitations

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Section C - Statement of Work

• Description of Scope of Work

Page 24: 1 Florida Gulf Coast University Small Business Development Center (SBDC) Procurement Technical Assistance Center (PTAC) Reading Solicitations

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Section D -Packaging and Marking

• Packaging requirements

• Identifies special markings bar coding

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Section E -Inspection and Acceptance

• When and Where

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Section F -Deliveries or Performance

• Identifies the place of performance of the services or delivery of the items.

Page 27: 1 Florida Gulf Coast University Small Business Development Center (SBDC) Procurement Technical Assistance Center (PTAC) Reading Solicitations

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Section F -Deliveries or Performance

• Specifies the performance/delivery schedule

• Specifies the term of the contract, including Options

Page 28: 1 Florida Gulf Coast University Small Business Development Center (SBDC) Procurement Technical Assistance Center (PTAC) Reading Solicitations

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Section G -Contract Administration Data

• Who will administer the contract for the Government

• Where contractor invoices are to be sent

Page 29: 1 Florida Gulf Coast University Small Business Development Center (SBDC) Procurement Technical Assistance Center (PTAC) Reading Solicitations

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Section H - Special Contract

Requirements

• Security requirements

• Additional insurance requirements

Page 30: 1 Florida Gulf Coast University Small Business Development Center (SBDC) Procurement Technical Assistance Center (PTAC) Reading Solicitations

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Section I -General Provisions

• Clauses incorporated by reference, with the same force and effect as in full text (FAR 52.252-2)

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Section J -List of Documents, Exhibits & Attachments

• Contract Data Requirements Lists (CDRLs)• Security Specifications• Wage Determinations• Drawings• Lists of Government Furnished Property• Past Performance

Page 32: 1 Florida Gulf Coast University Small Business Development Center (SBDC) Procurement Technical Assistance Center (PTAC) Reading Solicitations

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Section K - Representations & Certifications

• Debarment and Other Responsibility Issues• Taxpayer Identification• Small Business Certifications• DUNS Number• Toxic Chemical Release Reporting• EEO• Affirmative Action Compliance

Page 33: 1 Florida Gulf Coast University Small Business Development Center (SBDC) Procurement Technical Assistance Center (PTAC) Reading Solicitations

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Section L - Instructions, Conditions and Notices

• Instructions to Offerors (52.215-1)

• Type of Contract

• Proposal Preparation Instructions

• Evaluation Process

Page 34: 1 Florida Gulf Coast University Small Business Development Center (SBDC) Procurement Technical Assistance Center (PTAC) Reading Solicitations

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Section M -Evaluation Factors for Award

• Basis for AwardTechnicalCost Price Data

Page 35: 1 Florida Gulf Coast University Small Business Development Center (SBDC) Procurement Technical Assistance Center (PTAC) Reading Solicitations

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Amendment

• Revised requirements of the Government(changes in quantity, specifications, delivery schedules, opening dates, etc.)

• Corrections to the IFB/RFP/RFQ

Page 36: 1 Florida Gulf Coast University Small Business Development Center (SBDC) Procurement Technical Assistance Center (PTAC) Reading Solicitations

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Thank you! Contact

Dan Telep at SBDC/PTAC

239-745-3708 [email protected]/cob/sbdc