1 florida gulf coast university small business development center (sbdc) procurement technical...

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• Florida Gulf Coast University

• Small Business Development Center (SBDC)

• Procurement Technical Assistance Center (PTAC)

Reading Solicitations

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Who are we?

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What Does The Government Want?

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How Do They Communicate?

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The Solicitation

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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)

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Micro Purchases

• Awards made from $1-$3,000

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

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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)

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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.

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Request For Proposal (RFP)

• Negotiated ---- Non Negotiated

• Lowest Price or Best Value • Cost or Price data

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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)

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Request For Information (RFI)

• Agency search for Information

• Offeror submits a technical approach

• No price/cost data submitted.

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Solicitation

• Identifies the requirements of the agency

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

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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

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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

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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

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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.

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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

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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

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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

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Section A -Solicitation/Contract Form

• Name/Address of Offeror

• Acknowledgement of amendments

• Signature Block for Offeror

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Section B - Supplies or Services

• Contract Line Item Numbers (CLINs)

• Description of Supply/Service

• Extended Price

• Total Price

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Section C - Statement of Work

• Description of Scope of Work

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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.

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Section F -Deliveries or Performance

• Specifies the performance/delivery schedule

• Specifies the term of the contract, including Options

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Section G -Contract Administration Data

• Who will administer the contract for the Government

• Where contractor invoices are to be sent

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Section H - Special Contract

Requirements

• Security requirements

• Additional insurance requirements

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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

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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

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Section L - Instructions, Conditions and Notices

• Instructions to Offerors (52.215-1)

• Type of Contract

• Proposal Preparation Instructions

• Evaluation Process

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Section M -Evaluation Factors for Award

• Basis for AwardTechnicalCost Price Data

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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

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Thank you! Contact

Dan Telep at SBDC/PTAC

239-745-3708 dtelep@fgcu.eduwww.fgcu.edu/cob/sbdc