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U.S. General Services Administration




Using GSA Multiple Award Schedules (MAS)
              Schedules -
               The Basics


GSA Expo
May 2011
FAS Office of Acquisition Management
MAS Program Office

 Mahruba Uddowla
  Procurement Analyst
What is a Federal Supply Schedule?

 Government-wide contract vehicle for commercial
  products, services, and solutions

 Also known as Schedules and Multiple Award
  Schedules (MAS)

 Statutory Authority: Section 201, Federal Property
  and Administrative Services Act of 1949
Federal Acquisition Service


FSS Schedule Facts
 Over 20 million supplies and services
 39 open and standing solicitations (including 9 VA
  Schedules)
 Over 18,000 Schedule contractors (80% small
  businesses)
 Over 13,000 small businesses
     Woman-owned small: 3,400
     Veteran-owned small: 1,300
     Service Disabled Veteran Owned Small: 1,000
     Small Disadvantaged: 3,000
     HubZone: 500
Federal Acquisition Service


Who can use a Schedule?
 Federal agencies and activities of the executive, legislative and judicial
  branches;

 Government contractors authorized in writing by a federal agency
  pursuant to 48 CFR 51.1;

 Mixed ownership government corporations (as defined in the Government
  Corporation Control Act);

 The government of the District of Columbia;

 State and Local Governments as authorized by Congress; and

 Other activities and organizations per GSA Order ADM 4800.2E, Eligibility
  to Use GSA Sources of Supply and Services
Federal Acquisition Service


Why Use a Schedule

   Flexibility
   Variety and Availability of sources
   Reduced acquisition lead time
   Electronic Systems
   Pricing Discounts are within the negotiated pricing
   Meets competitive contracting
   Compliance with competition, environmental, socio-
    economic requirements (applies to agency SBA
    goals)
Priorities for use of Government
Supply Sources - FAR Part 8.002
Supplies                       Services
1. Agency inventories           1. Services on the
2. Excess from other               Procurement List
   agencies                     2. Federal Supply
3. Federal Prison Industries,      Schedules
   Inc.                         3. Federal Prison Industries,
4. Supplies on the                 Inc. or other commercial
   Procurement List                sources.
5. Wholesale supply sources;
6. Federal Supply
   Schedules
7. Other commercial sources
Federal Acquisition Service


Award of the Schedule Base Contract

   FAR Parts 12, 15, and 38
   Acquisition Planning
   FedBizOps
   Responsibility determinations
   Terms and Conditions
   Fair and reasonable pricing
Federal Acquisition Service


Award of the Schedule Base Contract

 Information on Schedules eLibrary
 Perform contract administration including: ensuring
  contracts are constantly updated to reflect legislative
  and regulatory changes
 Ensure adherence to subcontracting requirements
Federal Acquisition Service


FSS Schedule Contract Characteristics

   IDIQ contracts
   Minimum/maximum order thresholds
   5-year contracts with three 5-year option periods
   Subcontracting plans for large businesses
   Prices already determined fair & reasonable
   Price reduction clause
Federal Acquisition Service


        Schedule Ordering Procedures
                  FAR 8.4

 Orders not requiring a Statement of Work (SOW)

 Orders requiring a Statement of Work

 American Recovery and Reinvestment Act of 2009
  (ARRA)

 DoD Section 803 Ordering Procedures
Federal Acquisition Service


Orders Not Requiring a SOW
FAR 8.405-1

 Up until micro-purchase – place order directly

 Micro-purchase to Maximum Order – review at least
  three Schedule contracts (DoD – See Section 803 Ordering
   Procedures)


 Above Maximum Order – “shall” seek a price reduction

“Price reductions may be sought at any time” (FAR Subpart 8.405-1)
Federal Acquisition Service


Orders Requiring an SOW
FAR Part 8.405-2

 Request for Quote (RFQ)
 Up until micro-purchase – place order directly
 Micro-purchase to Maximum Order – provide to at least three
  Schedule contractors (DoD – See Section 803 Ordering Procedures)
 Above Maximum Order –
                                               eBuy meets the fair notice
     Provide to more contractors               requirements
     Seek price reductions


“Price reductions may be sought at any time” (FAR Subpart 8.405-1)
Federal Acquisition Service


DoD Section 803 Ordering Procedures

 DFARS 208.405-70
 Orders exceeding $100,000 - Provide fair notice to as
  many contractors as is practical
    Receive offers from at least 3 contractors;
    Reasonable efforts to identify qualified
    contractors; and
    Ensure all offers received are fairly considered

             eBuy meets the fair notice requirements
Federal Acquisition Service


Blanket Purchase Agreements (BPAs)
 A Schedule Blanket Purchase Agreement (BPA) is
  established by an ordering activity with a Schedule
  contractor to fill repetitive needs for supplies or
  services.
 See FAR 8.405-3
 Single award BPAs and multiple award BPAs
Federal Acquisition Service


Contractor Team Arrangements

 Arrangement between two or more Schedule
  contractors to meet customer requirements
 NOT a prime / subcontractor relationship
 Satisfies the customer with a single turnkey solution
 Maximizes use of one or more Schedule offerings
 Allows for opportunities for small businesses
Federal Acquisition Service


Ordering Tips for Achieving Best Value
  Communication is the key. Keep it simple and
   straightforward. The FSS Schedules Program is a
   streamlined process; do not use complex Federal
   Acquisition Regulation (FAR) Part 15 procedures for a
   MAS order.
  Discussions with contractors are not required. In the
   context of an FSS Schedules purchase, the individual can
   seek additional information regarding a request for
   quotations without triggering discussion rules.
  There is no need to identify detailed evaluation criteria
   but, at a minimum, identify the basis on which the
   selection is to be made. Evaluate in accordance with
   stated selection methodology and/or criteria.
Federal Acquisition Service


 Ordering Tips for Achieving Best Value

 When ordering services for which a SOW is required, a
  performance-based SOW should be used to the maximum
  extent practicable. When using a performance-based SOW,
  allow the contractor(s) to propose the labor skill mix and
  associated hours. Do not dictate the number of hours or labor
  skill mix.
 Avoid unnecessary contractual language in a RFQ that may
  confuse or frustrate a contractor. Remember, in the case of a
  conflict between a delivery order and the underlying FSS
  Schedule contract, the contract controls.
Federal Acquisition Service


Ordering Tips for Achieving Best Value
 Ensure that supplies and/or services are within the
  scope of the relevant FSS Schedule contract.
 Ensure that applicable agency requirements – i.e.
  Section 803 DoD – are adhered to in sources sought.
 Remember to develop an acquisition plan, IT acquisition
  strategy and to adhere to bundling prescriptions as
  required by the FAR.
 For Services requiring a SOW that contemplate a pricing
  mechanism other than FFP, must document rationale.
 Remember that when limiting sources beyond FAR
  8.405-1 & 2 to follow the FAR 8.405-6 procedures.
Federal Acquisition Service


Ordering Tips for Achieving Best Value
 Remember orders against FSS Schedules cannot be set
  aside but socio-economic status can be a evaluation
  factor.
 Utilizing options can be a useful mechanism to encourage
  quality performance – remember that the options cannot
  extend beyond the period of the Schedule contract,
  including Schedule contract’s option year periods.
 Performance evaluation reports can also encourage
  quality contractor performance – remember to complete
  and report performance evaluations to PPIRS.
 Blanket Purchase Agreements can also streamline
  ordering procedures when filling repetitive needs.
Federal Acquisition Service


Greening the Schedules

 Visit GSA Sustainability Page
       http://www.gsa.gov/portal/category/27109
 GSA.gov’s “Go Green” webpage
 Visit the Green Aisle on GSA Advantage!® and GSA
  Global Supply™

 For more information, look for the “Buy Green with
  GSA” training session on Wednesday!
Federal Acquisition Service

Green Products On GSA Advantage!
                              Look for the
                              environmental link on
                              the main GSA
                              Advantage! page




                                                      22
Federal Acquisition Service


Electronic Tools
 Schedules eLibrary : Is the official online source for
  complete GSA and VA Schedules. Also includes
  GWACs.
 eBUY: Is an online RFQ system that allows ordering
  activities to obtain quotes and issue orders.
 GSA Advanatge! An online shopping service
  through which ordering activities may place orders
  against the Schedules.
Federal Acquisition Service


Special Programs
 Cooperative Purchasing: Enables State and local
  government entities to purchase a variety of information
  technology (IT) products, software, and services from
  contracts awarded under Schedule 70, Information
  Technology, and Schedule 84, Total Solutions for Law
  Enforcement and Security.
 The Consolidated Schedule containing IT special Item
  numbers can also be utilized. (NOT 84)
 Schedule contractors participating in Cooperative Purchasing
  Program are identified in GSA eLibrary with the Cooperative
  Purchasing icon.
Federal Acquisition Service

Special Programs
 Disaster Recovery: Enables state and local government
  entities to purchase a variety of products and services from
  Schedules to facilitate recovery from a major disaster,
  terrorism, or nuclear, biological, chemical, or radiological
  attack.
 This Disaster Recovery Purchasing authority is limited to FSS
  & VA Schedule contracts and does not include any other GSA
  programs. GSA eLibrary contains a list of all FSS/VA
  Schedules subject to Disaster Recovery Purchasing.
 Schedule contractors participating in the Disaster Recovery
  Purchasing Program are identified in GSA eLibrary with the
  Disaster Recovery Purchasing icon.
Federal Acquisition Service

FSS Schedules Training

2011 Federal Acquisition Institute (FAI) and GSA/FAS
Sponsored Courses:
        MAS Basic/Overview (4-Hour Course)
        MAS Advanced (2-Day Comprehensive Course)
Both Courses are currently Instructor Led (IL), with the
future having them on-line.

Those interested in attending one of these courses
should contact xxxxx.
Federal Acquisition Service


We Are Here to Help

      For more information on Schedules, please visit

        www.gsa.gov/schedules
                For Schedule Questions?
            Email: MASHelpdesk@gsa.gov
             or call toll free: (800) 488-3111

               We are also on Facebook and Twitter!

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Leveraging GSA Schedules, SGA Advantage, DoD E-mail and FedBid

  • 1. U.S. General Services Administration Using GSA Multiple Award Schedules (MAS) Schedules - The Basics GSA Expo May 2011
  • 2. FAS Office of Acquisition Management MAS Program Office  Mahruba Uddowla Procurement Analyst
  • 3. What is a Federal Supply Schedule?  Government-wide contract vehicle for commercial products, services, and solutions  Also known as Schedules and Multiple Award Schedules (MAS)  Statutory Authority: Section 201, Federal Property and Administrative Services Act of 1949
  • 4. Federal Acquisition Service FSS Schedule Facts  Over 20 million supplies and services  39 open and standing solicitations (including 9 VA Schedules)  Over 18,000 Schedule contractors (80% small businesses)  Over 13,000 small businesses Woman-owned small: 3,400 Veteran-owned small: 1,300 Service Disabled Veteran Owned Small: 1,000 Small Disadvantaged: 3,000 HubZone: 500
  • 5. Federal Acquisition Service Who can use a Schedule?  Federal agencies and activities of the executive, legislative and judicial branches;  Government contractors authorized in writing by a federal agency pursuant to 48 CFR 51.1;  Mixed ownership government corporations (as defined in the Government Corporation Control Act);  The government of the District of Columbia;  State and Local Governments as authorized by Congress; and  Other activities and organizations per GSA Order ADM 4800.2E, Eligibility to Use GSA Sources of Supply and Services
  • 6. Federal Acquisition Service Why Use a Schedule  Flexibility  Variety and Availability of sources  Reduced acquisition lead time  Electronic Systems  Pricing Discounts are within the negotiated pricing  Meets competitive contracting  Compliance with competition, environmental, socio- economic requirements (applies to agency SBA goals)
  • 7. Priorities for use of Government Supply Sources - FAR Part 8.002 Supplies Services 1. Agency inventories 1. Services on the 2. Excess from other Procurement List agencies 2. Federal Supply 3. Federal Prison Industries, Schedules Inc. 3. Federal Prison Industries, 4. Supplies on the Inc. or other commercial Procurement List sources. 5. Wholesale supply sources; 6. Federal Supply Schedules 7. Other commercial sources
  • 8. Federal Acquisition Service Award of the Schedule Base Contract  FAR Parts 12, 15, and 38  Acquisition Planning  FedBizOps  Responsibility determinations  Terms and Conditions  Fair and reasonable pricing
  • 9. Federal Acquisition Service Award of the Schedule Base Contract  Information on Schedules eLibrary  Perform contract administration including: ensuring contracts are constantly updated to reflect legislative and regulatory changes  Ensure adherence to subcontracting requirements
  • 10. Federal Acquisition Service FSS Schedule Contract Characteristics  IDIQ contracts  Minimum/maximum order thresholds  5-year contracts with three 5-year option periods  Subcontracting plans for large businesses  Prices already determined fair & reasonable  Price reduction clause
  • 11. Federal Acquisition Service Schedule Ordering Procedures FAR 8.4  Orders not requiring a Statement of Work (SOW)  Orders requiring a Statement of Work  American Recovery and Reinvestment Act of 2009 (ARRA)  DoD Section 803 Ordering Procedures
  • 12. Federal Acquisition Service Orders Not Requiring a SOW FAR 8.405-1  Up until micro-purchase – place order directly  Micro-purchase to Maximum Order – review at least three Schedule contracts (DoD – See Section 803 Ordering Procedures)  Above Maximum Order – “shall” seek a price reduction “Price reductions may be sought at any time” (FAR Subpart 8.405-1)
  • 13. Federal Acquisition Service Orders Requiring an SOW FAR Part 8.405-2  Request for Quote (RFQ)  Up until micro-purchase – place order directly  Micro-purchase to Maximum Order – provide to at least three Schedule contractors (DoD – See Section 803 Ordering Procedures)  Above Maximum Order – eBuy meets the fair notice Provide to more contractors requirements Seek price reductions “Price reductions may be sought at any time” (FAR Subpart 8.405-1)
  • 14. Federal Acquisition Service DoD Section 803 Ordering Procedures  DFARS 208.405-70  Orders exceeding $100,000 - Provide fair notice to as many contractors as is practical Receive offers from at least 3 contractors; Reasonable efforts to identify qualified contractors; and Ensure all offers received are fairly considered eBuy meets the fair notice requirements
  • 15. Federal Acquisition Service Blanket Purchase Agreements (BPAs)  A Schedule Blanket Purchase Agreement (BPA) is established by an ordering activity with a Schedule contractor to fill repetitive needs for supplies or services.  See FAR 8.405-3  Single award BPAs and multiple award BPAs
  • 16. Federal Acquisition Service Contractor Team Arrangements  Arrangement between two or more Schedule contractors to meet customer requirements  NOT a prime / subcontractor relationship  Satisfies the customer with a single turnkey solution  Maximizes use of one or more Schedule offerings  Allows for opportunities for small businesses
  • 17. Federal Acquisition Service Ordering Tips for Achieving Best Value  Communication is the key. Keep it simple and straightforward. The FSS Schedules Program is a streamlined process; do not use complex Federal Acquisition Regulation (FAR) Part 15 procedures for a MAS order.  Discussions with contractors are not required. In the context of an FSS Schedules purchase, the individual can seek additional information regarding a request for quotations without triggering discussion rules.  There is no need to identify detailed evaluation criteria but, at a minimum, identify the basis on which the selection is to be made. Evaluate in accordance with stated selection methodology and/or criteria.
  • 18. Federal Acquisition Service Ordering Tips for Achieving Best Value  When ordering services for which a SOW is required, a performance-based SOW should be used to the maximum extent practicable. When using a performance-based SOW, allow the contractor(s) to propose the labor skill mix and associated hours. Do not dictate the number of hours or labor skill mix.  Avoid unnecessary contractual language in a RFQ that may confuse or frustrate a contractor. Remember, in the case of a conflict between a delivery order and the underlying FSS Schedule contract, the contract controls.
  • 19. Federal Acquisition Service Ordering Tips for Achieving Best Value  Ensure that supplies and/or services are within the scope of the relevant FSS Schedule contract.  Ensure that applicable agency requirements – i.e. Section 803 DoD – are adhered to in sources sought.  Remember to develop an acquisition plan, IT acquisition strategy and to adhere to bundling prescriptions as required by the FAR.  For Services requiring a SOW that contemplate a pricing mechanism other than FFP, must document rationale.  Remember that when limiting sources beyond FAR 8.405-1 & 2 to follow the FAR 8.405-6 procedures.
  • 20. Federal Acquisition Service Ordering Tips for Achieving Best Value  Remember orders against FSS Schedules cannot be set aside but socio-economic status can be a evaluation factor.  Utilizing options can be a useful mechanism to encourage quality performance – remember that the options cannot extend beyond the period of the Schedule contract, including Schedule contract’s option year periods.  Performance evaluation reports can also encourage quality contractor performance – remember to complete and report performance evaluations to PPIRS.  Blanket Purchase Agreements can also streamline ordering procedures when filling repetitive needs.
  • 21. Federal Acquisition Service Greening the Schedules  Visit GSA Sustainability Page http://www.gsa.gov/portal/category/27109  GSA.gov’s “Go Green” webpage  Visit the Green Aisle on GSA Advantage!® and GSA Global Supply™  For more information, look for the “Buy Green with GSA” training session on Wednesday!
  • 22. Federal Acquisition Service Green Products On GSA Advantage! Look for the environmental link on the main GSA Advantage! page 22
  • 23. Federal Acquisition Service Electronic Tools  Schedules eLibrary : Is the official online source for complete GSA and VA Schedules. Also includes GWACs.  eBUY: Is an online RFQ system that allows ordering activities to obtain quotes and issue orders.  GSA Advanatge! An online shopping service through which ordering activities may place orders against the Schedules.
  • 24. Federal Acquisition Service Special Programs  Cooperative Purchasing: Enables State and local government entities to purchase a variety of information technology (IT) products, software, and services from contracts awarded under Schedule 70, Information Technology, and Schedule 84, Total Solutions for Law Enforcement and Security.  The Consolidated Schedule containing IT special Item numbers can also be utilized. (NOT 84)  Schedule contractors participating in Cooperative Purchasing Program are identified in GSA eLibrary with the Cooperative Purchasing icon.
  • 25. Federal Acquisition Service Special Programs  Disaster Recovery: Enables state and local government entities to purchase a variety of products and services from Schedules to facilitate recovery from a major disaster, terrorism, or nuclear, biological, chemical, or radiological attack.  This Disaster Recovery Purchasing authority is limited to FSS & VA Schedule contracts and does not include any other GSA programs. GSA eLibrary contains a list of all FSS/VA Schedules subject to Disaster Recovery Purchasing.  Schedule contractors participating in the Disaster Recovery Purchasing Program are identified in GSA eLibrary with the Disaster Recovery Purchasing icon.
  • 26. Federal Acquisition Service FSS Schedules Training 2011 Federal Acquisition Institute (FAI) and GSA/FAS Sponsored Courses:  MAS Basic/Overview (4-Hour Course)  MAS Advanced (2-Day Comprehensive Course) Both Courses are currently Instructor Led (IL), with the future having them on-line. Those interested in attending one of these courses should contact xxxxx.
  • 27. Federal Acquisition Service We Are Here to Help For more information on Schedules, please visit www.gsa.gov/schedules For Schedule Questions? Email: MASHelpdesk@gsa.gov or call toll free: (800) 488-3111 We are also on Facebook and Twitter!