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GSA Professional Services Schedule (PSS) Update
The Latest
April 15, 2015
22
Meet the Presenters
Leo Alvarez – Engagement Manager, Winvale
202-296-5505
lalvarez@winvale.com
Leo Alvarez’s primary focus is to advise private enterprises in building strong partnerships with the
Federal Government and to facilitate their business goals. He and his team specializes in contract
acquisition, federal market business strategy, acquisition policy, procurement, and schedule
maintenance.
Carina Linder – Lead Consultant, Winvale
202-296-5505
clinder@winvale.com
Lead Consultant with over 4 years of experience in GSA contract proposal writing and contract
negotiations. Focuses on contract compliance consulting; Federal Acquisition Regulations (FAR) and
procurement procedures.
3
Agenda
• Recap on PSS Consolidation
• Updated Timeframe for Rollout
• Migration Package Details & Status Update
• Expected Challenges
• Items to keep in Mind
4
• In order to eliminate administrative burdens and make the Multiple
Award Schedules (MAS) program more efficient and effective, the
GSA will be migrating eight Schedules into one. The new Schedule
will be referred to as the Professional Services Multiple Award
Schedule or PSS for short.
• The Consolidated (00CORP) Schedule will be rebranded and provide
the platform for the new PSS. Consequently, 00CORP contractors
with product SINs will be required to remove those SINS and obtain
the corresponding host Schedule.
• In addition to the eight Schedules, there are 6 SINs that will be part
of the PSS program in an ancillary fashion – indirectly affecting
Schedules 70, 738X, and 03FAC (more on this shortly).
Background
5
• The migration of multiple Schedules will assist in reducing
scope overlap across multiple GSA Schedules
• Make it easier to determine which GSA Schedule is the best
fit for your organization
• Allow agencies to utilize single GSA Schedules to acquire a
total solution to complex professional services
requirements
• Simplify the management of multiple GSA Schedules, such
as the contract’s minimum sales requirement, and reducing
the need to submit separate offers for professional services
with simple modifications
GSA’s Stated Consolidation Benefits
6
• 520 – Financial and Business Solutions (FABS)
• 541 - Advertising and Integrated Marketing Services (AIMS)
• 738II – Language Services
• 871 – Professional Engineering Services (PES)
• 874 – Mission Oriented Business Integrated Services (MOBIS)
• 874V – Logistics Worldwide (Logworld)
• 899 – Environmental Services
• 00CORP – Consolidated Services
Schedules Directly Impacted
7
• 70 – General Purpose Commercial Information Technology Equipment,
Software, and Services
ONLY SIN: 132-51, Information Technology Professional Services
• 738X – Human Resources & Equal Employment Opportunity Services
ONLY SIN: 595-21, Human Resource Services
• 03FAC – Facilities Maintenance and Management
ONLY SINs:
871-202, Energy Management Planning and Strategies,
871-207, Energy Audit Services,
871-208, Resource Efficiency Management (REM), and
871-211, Energy Consulting Services
NOTE: FABs SINs 520-10 (Transportation Audits) and 520-14 (Audit & Financial Training
Services) will not be included on PSS.
Schedules Indirectly Impacted
8
Host Schedules NOT included in consolidation
• Vendors that ONLY maintain either a Schedule 70, 738X, or
03FAC will not be impacted by the new PSS contract.
• Vendors that maintain SIN 132-51, 595-21, 871-202, 871-
207, 871-208, or 871-211 and one (or more) of the eight
directly affected Schedules will have the option of modifying
their new PSS Contract with these particular SINs, once it is in
place.
• Vendors with a Consolidated Schedule and the above listed
SINs will simply transition to the new PSS Contract.
Schedules Indirectly Impacted (Cont.)
9
• No change to the contract number
• No change to SINs
• Performance period will remain unchanged
• Terms and conditions of contracts will remain
unchanged
Single GSA Schedule Holders
10
• Change to the contract number due to migration
• Terms and conditions will remain the same unless
there is duplication in pricing, labor categories or
escalation rates, resulting in new negotiations
• New established period of performance of one base
period plus three option periods
Contractors with Multiple Services Schedules
11
To Be Completed By Date
October 2014
October 2014
IMMEDIATELY!
January 2015 – August 2015
August 1, 2015
October 1, 2015
Timeframe
• Removal of all non professional services SINs from the
Consolidated Schedules program *
• GSA provides “migration” package instructions to firms who
hold two or more contracts to be migrated into 00CORP *
• Migration packages must be submitted to GSA for review *
• Migration package evaluation and award of 00CORP
contract
• Notification to be transmitted that Professional Services
Solicitation is to be issued (converting 00CORP to PSS) and
mass modification will be initiated migrating all impacted
single Schedule holders to PSS
• PSS Solicitation Launch date
* Note: If you have not been contacted by GSA on these items,
please reach out to your CO immediately!
12
The original deadline for migration package submissions was
December 31, 2014.
• Number of Affected Firms: 440
• Outstanding Migration Packages: ~200 have yet to be
submitted (as of March 20, 2015)
• Migrations Completed: 69
It is absolutely critical that contractors who have multiple
professional services contracts submit a migration package NOW or
else risk jeopardizing one or more contracts once GSA fully rolls out
the PSS contract!
Current Status of GSA Contractor Migrations
13
• Migration Instructions posted on FBO.
• This process is meant to transfer over existing terms and conditions
only. If you are aware of changes that need to be made to your
contract, those changes should be requested via a mod after the
consolidated contract is processed.
• Include a list of all active Blanket Purchase Agreements (BPAs) and
active task orders with option periods and end dates.
• Pricing Options –
1) Develop consolidated CSP / PPL information or
2) Submit already agreed upon CSP/ PPL information from single
schedule contracts (CO’s prefer this)
Migration Package Details
14
What challenges might arise from migrating your contract(s) to the
new Professional Services Schedule?
o Justify overlapping labor categories – GSA has provided
clarification on how to handle duplication, e.g. Program Manager
(MOBIS) or Program Manager (PES)
o Renegotiate your Economic Price Adjustment
o Business Size Determination
o Track separate Tasks Orders with varying EPAs and contract
numbers
o Re-upload your pricelist to GSA Advantage!
What Challenges Might Arise from the Migration?
15
• Migration Package - Minimum Sales Termination
• GSA originally stated contractors that did not meet the $25,000
annual sales minimum would have their contract cancelled as
part of the transition to PSS. This has been waived.
• Migration Package – What about Contract Modifications?
• Firms in their last option period (who do not have another affected
contract) should submit a new offer immediately under 00CORP.
Do not wait until PSS has been released.
Additional Items to Look Out For
16
Migration Receipt Letter: Upon submission of your migration package,
GSA will provide a series of 6 documents to aid you in successfully
notifying customers of the New PSS contract.
Document 1: Advisory Statement for migrating Schedule contractors
• GSA recommends that you include the following advisory statement
in your pricelist once your PSS contract is awarded:
“Effective October 1, 2015, the Consolidated Schedule will become
the Professional Services Schedule (PSS), with no changes to any terms
and conditions found within this document”
• Additionally, contractors are advised to include a table showing the
affected contracts that have been migrated.
Notifying Agency Customers of Migration
17
Document 2: Sample notice to agency from contractor
• Notifies agency customer that migration package has been submitted. Describes
the PSS launch and transition to a new contract number and a new five (5) year
period of performance.
Document 3: PSS Bulletin for Agencies
• Notification from GSA that can be attached in correspondence with agency
customer. Describes PSS launch and steps to be taken with BPA.
Document 4: PSS TO / BPA Ordering Scenario Guide
• Guide for agency customer which outlines ordering scenarios that could take place
and actions that must be performed by agency
Document 5: PSS Bridge BPA D and F
• Template to be completed by customer agency which outlines “determination and
findings”, granting written approval of transition of BPA to new PSS contract.
Document 6: PSS Bridge BPA J and A
• Template to be completed by customer agency which provides justification /
rationale for transition of BPA to new PSS contract
Notifying Agency Customers of Migration (Cont.)
18
• Should new Proposals submitted under an impacted
Schedule prior to the release of the PSS Solicitation be
submitted under the 00CORP Solicitation?
• What should vendors with pending proposals not assigned
to a CO at the time of the PSS Solicitation be aware of?
• If I have an existing professional services contract and want
to submit a new proposal for another contract, should I
wait for the PSS contract to be released?
Do not submit under any of the affected single schedule
programs because they are going away October 1st.
Anticipated Challenges with Pending Offers
19
What Happens After PSS Roll-Out?
• GSA will review SINs and eliminate those when overlap
exists. The preliminary target date for completing this is
September 2016.
• SINs will be simplified to not include alpha “C” – a remnant
of the 00CORP schedule nomenclature.
• GSA will keep old contracts active for agencies that refuse to
migrate BPA’s! However GSA will not administer these older
contracts. GSA is asking contractors to contact agency
customers to transition old BPA’s to the new PSS contract.
Contact your PCO for help with stubborn agency customers!
20
• What if an agency chooses an RFP to be posted under 874-1 currently, do
they understand that C874-1 should also be selected to ensure PSS vendors
should see it, as well?
If an agency solicits under 874-1 they will see any firm awarded C874-1
and vice versa.
• What if a firm already has an 00CORP contract but they also have a single
schedule contract? Do they Migrate?
No! There is no need to migrate since the firm already holds an 00CORP
which will converted to PSS. Instead, a firm should submit a modification
to add the SINs from the single schedule contract to the 00CORP contract.
• Can a firm migrate their IT 70, 738X, or 03 FAC SINs - 132-51, 595-21,
871-202, 871-207, 871-208, or 871-211?
No! A firm must first migrate the affected program contracts (e.g. MOBIS,
PES, Language, Environmental, Logworld, FABS, AIMS) then MODIFY the
new contract TO ADD SIN(s)
Frequently Asked Questions
2121
Questions?Follow us on Twitter: @winvale
22
Join us for our next webinar!
Date: May 6, 2015 at 1:00 PM EST
Topic: Selling to the Government - Session 1:
Building your Government Sales Practice
Read Winvale’s blog on current topics for government contractors:
• Selling to the Government: Building your Government Sales Practice
• So You Want To Increase Your GSA Prices?
• What Does TAA Compliance Mean?
About Winvale
Winvale is recognized as the leading provider of Government Advisory Services and Strategic
Consulting & Training Services to government contractors across all industries and disciplines.
For more information, visit www.winvale.com or call (202) 296-5505.

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GSA Professional Services Schedule (PSS) Update: The Latest

  • 1. 1 GSA Professional Services Schedule (PSS) Update The Latest April 15, 2015
  • 2. 22 Meet the Presenters Leo Alvarez – Engagement Manager, Winvale 202-296-5505 lalvarez@winvale.com Leo Alvarez’s primary focus is to advise private enterprises in building strong partnerships with the Federal Government and to facilitate their business goals. He and his team specializes in contract acquisition, federal market business strategy, acquisition policy, procurement, and schedule maintenance. Carina Linder – Lead Consultant, Winvale 202-296-5505 clinder@winvale.com Lead Consultant with over 4 years of experience in GSA contract proposal writing and contract negotiations. Focuses on contract compliance consulting; Federal Acquisition Regulations (FAR) and procurement procedures.
  • 3. 3 Agenda • Recap on PSS Consolidation • Updated Timeframe for Rollout • Migration Package Details & Status Update • Expected Challenges • Items to keep in Mind
  • 4. 4 • In order to eliminate administrative burdens and make the Multiple Award Schedules (MAS) program more efficient and effective, the GSA will be migrating eight Schedules into one. The new Schedule will be referred to as the Professional Services Multiple Award Schedule or PSS for short. • The Consolidated (00CORP) Schedule will be rebranded and provide the platform for the new PSS. Consequently, 00CORP contractors with product SINs will be required to remove those SINS and obtain the corresponding host Schedule. • In addition to the eight Schedules, there are 6 SINs that will be part of the PSS program in an ancillary fashion – indirectly affecting Schedules 70, 738X, and 03FAC (more on this shortly). Background
  • 5. 5 • The migration of multiple Schedules will assist in reducing scope overlap across multiple GSA Schedules • Make it easier to determine which GSA Schedule is the best fit for your organization • Allow agencies to utilize single GSA Schedules to acquire a total solution to complex professional services requirements • Simplify the management of multiple GSA Schedules, such as the contract’s minimum sales requirement, and reducing the need to submit separate offers for professional services with simple modifications GSA’s Stated Consolidation Benefits
  • 6. 6 • 520 – Financial and Business Solutions (FABS) • 541 - Advertising and Integrated Marketing Services (AIMS) • 738II – Language Services • 871 – Professional Engineering Services (PES) • 874 – Mission Oriented Business Integrated Services (MOBIS) • 874V – Logistics Worldwide (Logworld) • 899 – Environmental Services • 00CORP – Consolidated Services Schedules Directly Impacted
  • 7. 7 • 70 – General Purpose Commercial Information Technology Equipment, Software, and Services ONLY SIN: 132-51, Information Technology Professional Services • 738X – Human Resources & Equal Employment Opportunity Services ONLY SIN: 595-21, Human Resource Services • 03FAC – Facilities Maintenance and Management ONLY SINs: 871-202, Energy Management Planning and Strategies, 871-207, Energy Audit Services, 871-208, Resource Efficiency Management (REM), and 871-211, Energy Consulting Services NOTE: FABs SINs 520-10 (Transportation Audits) and 520-14 (Audit & Financial Training Services) will not be included on PSS. Schedules Indirectly Impacted
  • 8. 8 Host Schedules NOT included in consolidation • Vendors that ONLY maintain either a Schedule 70, 738X, or 03FAC will not be impacted by the new PSS contract. • Vendors that maintain SIN 132-51, 595-21, 871-202, 871- 207, 871-208, or 871-211 and one (or more) of the eight directly affected Schedules will have the option of modifying their new PSS Contract with these particular SINs, once it is in place. • Vendors with a Consolidated Schedule and the above listed SINs will simply transition to the new PSS Contract. Schedules Indirectly Impacted (Cont.)
  • 9. 9 • No change to the contract number • No change to SINs • Performance period will remain unchanged • Terms and conditions of contracts will remain unchanged Single GSA Schedule Holders
  • 10. 10 • Change to the contract number due to migration • Terms and conditions will remain the same unless there is duplication in pricing, labor categories or escalation rates, resulting in new negotiations • New established period of performance of one base period plus three option periods Contractors with Multiple Services Schedules
  • 11. 11 To Be Completed By Date October 2014 October 2014 IMMEDIATELY! January 2015 – August 2015 August 1, 2015 October 1, 2015 Timeframe • Removal of all non professional services SINs from the Consolidated Schedules program * • GSA provides “migration” package instructions to firms who hold two or more contracts to be migrated into 00CORP * • Migration packages must be submitted to GSA for review * • Migration package evaluation and award of 00CORP contract • Notification to be transmitted that Professional Services Solicitation is to be issued (converting 00CORP to PSS) and mass modification will be initiated migrating all impacted single Schedule holders to PSS • PSS Solicitation Launch date * Note: If you have not been contacted by GSA on these items, please reach out to your CO immediately!
  • 12. 12 The original deadline for migration package submissions was December 31, 2014. • Number of Affected Firms: 440 • Outstanding Migration Packages: ~200 have yet to be submitted (as of March 20, 2015) • Migrations Completed: 69 It is absolutely critical that contractors who have multiple professional services contracts submit a migration package NOW or else risk jeopardizing one or more contracts once GSA fully rolls out the PSS contract! Current Status of GSA Contractor Migrations
  • 13. 13 • Migration Instructions posted on FBO. • This process is meant to transfer over existing terms and conditions only. If you are aware of changes that need to be made to your contract, those changes should be requested via a mod after the consolidated contract is processed. • Include a list of all active Blanket Purchase Agreements (BPAs) and active task orders with option periods and end dates. • Pricing Options – 1) Develop consolidated CSP / PPL information or 2) Submit already agreed upon CSP/ PPL information from single schedule contracts (CO’s prefer this) Migration Package Details
  • 14. 14 What challenges might arise from migrating your contract(s) to the new Professional Services Schedule? o Justify overlapping labor categories – GSA has provided clarification on how to handle duplication, e.g. Program Manager (MOBIS) or Program Manager (PES) o Renegotiate your Economic Price Adjustment o Business Size Determination o Track separate Tasks Orders with varying EPAs and contract numbers o Re-upload your pricelist to GSA Advantage! What Challenges Might Arise from the Migration?
  • 15. 15 • Migration Package - Minimum Sales Termination • GSA originally stated contractors that did not meet the $25,000 annual sales minimum would have their contract cancelled as part of the transition to PSS. This has been waived. • Migration Package – What about Contract Modifications? • Firms in their last option period (who do not have another affected contract) should submit a new offer immediately under 00CORP. Do not wait until PSS has been released. Additional Items to Look Out For
  • 16. 16 Migration Receipt Letter: Upon submission of your migration package, GSA will provide a series of 6 documents to aid you in successfully notifying customers of the New PSS contract. Document 1: Advisory Statement for migrating Schedule contractors • GSA recommends that you include the following advisory statement in your pricelist once your PSS contract is awarded: “Effective October 1, 2015, the Consolidated Schedule will become the Professional Services Schedule (PSS), with no changes to any terms and conditions found within this document” • Additionally, contractors are advised to include a table showing the affected contracts that have been migrated. Notifying Agency Customers of Migration
  • 17. 17 Document 2: Sample notice to agency from contractor • Notifies agency customer that migration package has been submitted. Describes the PSS launch and transition to a new contract number and a new five (5) year period of performance. Document 3: PSS Bulletin for Agencies • Notification from GSA that can be attached in correspondence with agency customer. Describes PSS launch and steps to be taken with BPA. Document 4: PSS TO / BPA Ordering Scenario Guide • Guide for agency customer which outlines ordering scenarios that could take place and actions that must be performed by agency Document 5: PSS Bridge BPA D and F • Template to be completed by customer agency which outlines “determination and findings”, granting written approval of transition of BPA to new PSS contract. Document 6: PSS Bridge BPA J and A • Template to be completed by customer agency which provides justification / rationale for transition of BPA to new PSS contract Notifying Agency Customers of Migration (Cont.)
  • 18. 18 • Should new Proposals submitted under an impacted Schedule prior to the release of the PSS Solicitation be submitted under the 00CORP Solicitation? • What should vendors with pending proposals not assigned to a CO at the time of the PSS Solicitation be aware of? • If I have an existing professional services contract and want to submit a new proposal for another contract, should I wait for the PSS contract to be released? Do not submit under any of the affected single schedule programs because they are going away October 1st. Anticipated Challenges with Pending Offers
  • 19. 19 What Happens After PSS Roll-Out? • GSA will review SINs and eliminate those when overlap exists. The preliminary target date for completing this is September 2016. • SINs will be simplified to not include alpha “C” – a remnant of the 00CORP schedule nomenclature. • GSA will keep old contracts active for agencies that refuse to migrate BPA’s! However GSA will not administer these older contracts. GSA is asking contractors to contact agency customers to transition old BPA’s to the new PSS contract. Contact your PCO for help with stubborn agency customers!
  • 20. 20 • What if an agency chooses an RFP to be posted under 874-1 currently, do they understand that C874-1 should also be selected to ensure PSS vendors should see it, as well? If an agency solicits under 874-1 they will see any firm awarded C874-1 and vice versa. • What if a firm already has an 00CORP contract but they also have a single schedule contract? Do they Migrate? No! There is no need to migrate since the firm already holds an 00CORP which will converted to PSS. Instead, a firm should submit a modification to add the SINs from the single schedule contract to the 00CORP contract. • Can a firm migrate their IT 70, 738X, or 03 FAC SINs - 132-51, 595-21, 871-202, 871-207, 871-208, or 871-211? No! A firm must first migrate the affected program contracts (e.g. MOBIS, PES, Language, Environmental, Logworld, FABS, AIMS) then MODIFY the new contract TO ADD SIN(s) Frequently Asked Questions
  • 21. 2121 Questions?Follow us on Twitter: @winvale
  • 22. 22 Join us for our next webinar! Date: May 6, 2015 at 1:00 PM EST Topic: Selling to the Government - Session 1: Building your Government Sales Practice Read Winvale’s blog on current topics for government contractors: • Selling to the Government: Building your Government Sales Practice • So You Want To Increase Your GSA Prices? • What Does TAA Compliance Mean? About Winvale Winvale is recognized as the leading provider of Government Advisory Services and Strategic Consulting & Training Services to government contractors across all industries and disciplines. For more information, visit www.winvale.com or call (202) 296-5505.