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Seminario web Compras públicas con Estados Unidos

 
 

 

 
 

 

 

 
 

 

COMPRAS

PUBLICAS

BIDSYNC

OBJETIVOS

–Entender los requisitos que deben cumplirse para aplicar exitosamente a licitaciones publicas a nivel de condados y gobierno federal.

Establecer un plan de acción para aquellas empresas que cumplan con los requisitos y ayudarlas a llegar a potenciales licitaciones.

GENERALIDADES

- Mercadodecercade3billonesdedólaresenventasfederalesyestatales.

-Nohay limiteenlicitaciones: CondadodeMiami Dade cuenta actualmente con unos70contratos anualesdeuniformes, prendasdevestir y textiles. Estos tienenunvalor estimadode$45millones.Elvalor del contratoesde$ 12.900.000másgrandeyelmáspequeñotieneunvalorde7.600dólares.

- Potencialidadparadiferentesindustrias - 8EstadosconTLC:

BIDSYNC www.bidsync.com - Es la plataforma mas grande a nivel nacional con mas de 104.000 agencias.

- Diligenciar el formato de registro - Códigos de productos NIGP Clothing, Textiles, Laundry Equipment, and SuppliesShoes and Boots [800-32]House Shoes and Slippers, All Types [800-40]Shoes, Casual, Women's and Girls Clothing: Athletic, Casual, Dress, Uniform, Weather and Work Related [200-40]Laboratory Clothing, All Kinds (see 175-03 for Aprons and Gloves) [200-88]Uniforms, Wool and Woolen Blends [200-85]Uniforms, Blended Fabric - Diariamentellegannotificaciones/ registrogratuito

BIDSYNC PLUS

Subscription 12 Months30%

BIDSYNC Links PLUS™ State & Local -1 Region (A-H)$649.00 $454.30 BIDSYNC Links PLUS™ State & Local - 2 Region (A-H)$869.00 $608.30 BIDSYNC Links PLUS™ State & Local - 3 Region (A-H)$1,159.00 $811.30 BIDSYNC Links PLUS™ State & Local Nationally$1,259.00 $755.40 BIDSYNC Links PLUS™ Federal$799.00 $599.30 BIDSYNC Links PLUS™ Military$799.00 $599.30 BIDSYNC Links PLUS™ Canada$599.00 $419.30 BIDSYNC Links PLUS™ Ultimate$2,799.00 $1959.30

Checklist paraunalicitacionexitosa

•Envio usted todala informacion requerida en ingles y en computador?

•Leyo detalladamentela liciatacion antesde aplicar?

•Incluyo costosde transporteen sus listasde precio enviada?

•Envio ustedunapropuesta para todos los productos de la licitacion?

•Hizo usted sus calculos matematicos para esta licitacion?

•Envio todala informacionde contacto necesaria?

•Adjunto todos los formatos requeridos?

•Adjunto todaslascopias requeridas?

•Envio algunas referencias (silo require) •Influyoy firmo los addendums (silo requiere) •Llegarasupropuesta antes del tiempoy diaasignado?

•La propuesta fue firmada porunapersona autorizada?

MITOS

LaempresadebeestarenEstados Unidos siempre está buscando nuevos proveedores calificados para competir por los negociosenlas licitaciones.Noseanima a ningún requisito "Buy America" y empresasdetodoelmundo para ofrecer sus servicios .Elmejor valoresloque están buscandoenprimer lugar.

Debe serunaempresa grande?

No, hay licitaciones desdeunvalor estimado del contrato más grandees$12.9 millones yelmás pequeño tieneunvalor de$ 7.600. Con estos amplios márgenesenmente, hay una gran oportunidad paraquelos oferentesdetodos los tamaños puedan satisfacer las capacidades financieras, técnicas ydeproducción necesarios para realizar estos contratos.

Esdificil recibir pagos?

Cada licitacion contiene las condicionesdepagos. Incluso entidades estatales comoelCondadodeMiami ofrece sistemas depagos a travesdetransferencias bancariasenlugardecheques.

Nohay formadesaber cual eraelpreciodelalicitacion anterior

Tener esta informacióneslaclave para ofrecerunprecio justo y razonable paralalicitacion. Esta informaciónesdedominio público y puede ser solicitada por escrito del especialista a cargodesuinterés contrato o producto específico.

Nohay ayudaen elprocesodeaplicacionenlaslicitaciones

Hay ayuda disponibleencada paso del camino con todos los aspectos del procesodelicitación. Esto incluye, peronose limita alainscripcióndeproveedores, registrodeproveedores, preparacióndelaoferta y quemepaguen. Sea cual seael áreadelaayudaquesenecesita, hay ayuda disponible

CONSULTORES

Jill Klaskin Press, CPPO

President JKP Consulting Group, Inc.

www.JKPConsultingGroup.Org PH: 786-484-1242

FAX: 786-221-4982

CELL: 305-458-6339

Rona M. Sandler slsmama.slsmama@gmail.com] The Purchasing Outsource

305

-219-2683

Abraham Xiong - President

Government Contractors Association, Inc.

404

-932-2111 cell 404-955-8080 office 404-585-3040 fax abe@govcontractors.org www.GovContractors.org Greg Warrick President on target group voice+1.954.492.9650 x222 mobile+1.954.675.1152 fax+1.954.492.9630 emailgwarrick@ontargetgroup.com webwww.ontargetgroup.com 3303 W. Commercial Blvd, Suite 150 Ft. Lauderdale, FL 33309

Compras públicas base Federal BIDSYNC

Cargando documento…

Contratación Pública Estados Unidos

Agosto 2015

Nicolás Torres Jefe de la Oficina de Asuntos Legales Internacionales

Estructura Capítulo CP

Disciplinas Principios generales Información avisos Excepciones generales Criterios de calificación Plazos Comité de Contratación Pública

Anexos Entidades Bienes Umbrales Servicios

Objetivo : Transparencia, reglas claras y trato no menos favorable.

Acceso

Cobertura otorgada para adquisiciones de bienes y servicios.

Alquiler o arrendamiento, BOT y concesión de obra pública.

Valor superior al umbral pactado.

De acuerdo con la oferta de entidades, bienes y servicios establecida en los anexos.

ENTIDADES NIVEL CENTRAL

COLOMBIAEEUU

1 Ramas Ejecutiva, Legislativa y Judicial.

(Ministerios, Departamentos Administrativos, y sus entidades adscritas).

Rama Ejecutiva.

Departamentos Ejecutivos, entidades independientes y sus entidades subordinadas.

2 Reservas específicas en alimentos para: Ministerio de Agricultura y Gobernaciones.

Reserva en alimentos para el Departamento de Agricultura.

ENTIDADES

COLOMBIAEEUU

3

Reservas específicas en alimentos, vestidos y calzado para: las Fuerzas Armadas, ICBF y Gobernaciones, para estas últimas materias primas, insumos agrícolas, y animales vivos relacionados con programas de apoyo a la agricultura y asistencia alimentaria.

Reservas en bienes relacionados con la seguridad nacional para el Departamento de Defensa, incluyendo productos de subsistencia y de dotación.

4

Exclusión de la Aerocivil. Exclusión de la Federal AviationAdministration

COLOMBIAEEUU

5 Exclusión de contrataciones relacionadas con material y tecnología nuclear (Ingeominas).

Exclusión de contrataciones para salvaguardar material o tecnología nuclear bajo el AtomicEnergy Act.

6 Reserva para programas de apoyo a las Pymes hasta por US$125.000- $228’842.000.00

Mantienen sus reservas para contratar con Pymes. Reserva automática de contratos hasta US$100.000

ENTIDADES NIVEL CENTRAL

COLOMBIA EEUU

1

Gobernaciones de los 32 Departamentos.

Determinadas entidades de: Arkansas New York Colorado Puerto Rico Florida Texas Illinois Utah Mississippi

ENTIDADES NIVEL SUB CENTRAL

Posibilidad de denegar beneficios.

COLOMBIA EEUU

1

Inclusión de entidades de alta contratación: DIAN, COLDEPORTES, COLCIENCIAS, ICFES, ICETEX, INPEC, SENA, Fondos rotatorios de las Fuerzas Armadas, entre otros.

Tennessee Valley Autority Bonneville PowerAdmin.

Western Area PowerAdmin.

Southeastern PowerAdmin.

Southwestern PowerAdmin.

St. Lawrence Seaway D.A.

Rural UtilitiesService

OTRAS ENTIDADES

COLOMBIAEEUU

1

Aplica a todos los bienes con sujeción a las Notas de cada Sección y a las Notas Generales

2

Exclusión de servicios:

Investigación y Desarrollo; Ingeniería y Arquitectura; Servicios públicos; Servicios sociales; Servicios de impresión; Elaboración de programas de televisión.

Exclusión de servicios:

Investigación y Desarrollo; Telecomunicaciones; Reparación barcos; Operación instalaciones de Gobierno; Servicios públicos; Servicios de transporte

BIENES Y SERVICIOS

Bienes y ServiciosServicios de construcción

Entidades Nivel CentralUS$79.507 $145’556.000

US$7.864.000

$14.645’862.000

Entidades Nivel SubcentralUS$558.000 $1.021’549.000

US$7.864.000

$14.645’862.000

Otras Entidades

US$250.000

$457´683.000

US$629.000

$1.151’531.000

US$7.864.000

$14.645’862.000

UMBRALES

Capítulo CP TLC Estados Unidos

FACILITANDO COMERCIO es un Proyecto de la Agencia de los Estados Unidos para el Desarrollo Internacional

Guía para la determinación de costos indirectos para entidades comerciales basado en la parte 31.2 de la regulación federal de adquisiciones (FAR)

2 de febrero de 2016

Objetivos

•Entender e identificar un costo directo y un costo indirecto; •Familiarizarse con los términos básicos utilizados en la determinación de costos.

•Entender los principios de costos.

•Entender los Estándares para la Contabilización de Costos

(CAS).

•Aprender como se determinan las tasas de costos indirectos.

•Conocer los tipos de tasas de costos indirectos.

Por que establecer una Tasa de Costos Indirectos?

•Una tasa de costos indirectos se establece sobre la base de una propuesta de tasa de costos indirectos y la documentación de respaldo presentad aprobada por el gobierno federal Estadounidense a por las organizaciones.

•Los costos indirectos imputables a programas federales deben ser reembolsados si una organización tiene una tasa federal aprobada. El reembolso, sin embargo, está sujeto a las limitaciones administrativas establecidas en los contratos u convenios otorgados.

Definiciones

•Costos: Cantidad pagada para producir un producto o servicio antes de su comercialización o venta a sus consumidores previstos. Mirándolo en este contexto, "costo" implica la cantidad de dinero involucrado en la producción, comercialización y distribución. El término también puede referirse a la cantidad de dinero que se necesita para mantener un producto o un servicio. El costo puede incluir mano de obra, capital, materiales, proyectos de ley, los sueldos y salarios de los trabajadores y otras transacciones como la comercialización y la distribución y el transporte marítimo.

•Precio: Se refiere al dinero que se entrega al vendedor del producto.

Cont. Definiciones

•Gasto: Representan el monto total pagado, en términos monetarios, de los recursos materiales, laborales y financieros utilizados durante un período cualquiera, en el conjunto de la actividad empresarial. Por ejemplo: ocurre un gasto, en la medida que utilizo el inventarioalmacenado, el pago del salario, depreciación de activos fijos, etc.

•Costo Causado: Costostales comosalariosde empleados e intereses sobredocumentospor pagar que se han acumulado día a día, pero que no se han registrado ni pagado al final del período. También se denominan costos no registrados.

Cont. Definiciones

•Utilidad: Eneconomía, la utilidad es el concepto de remuneración del empresario por la aceptación de riesgosy la gestión administrativa. En las operaciones comerciales, la utilidad es la ganancia proveniente de losprocesosde fabricación, organización y venta, después de cubrir todos los costos.

•Imprevistos/contingencias:Es una partida que sirve para enfrentar demandas financieras no planificadas.

Cont. Definiciones

"Costo directo" significa cualquier costo que se identifica específicamente con un objetivo costo final particular. Los costos directos no se limitan a los elementos que se incorporan en el producto final como material o mano de obra. Los costos identificados específicamente de un contrato son costos directos de ese contrato. Todos los costos identificados específicamente con otros objetivos finales de costos del contratista son costos directos de esos objetivos de costos.

Costos Indirectos

Costo Indirecto: Una tasa de costos indirectos es simplemente un dispositivo para determinar de manera justa y convenientemente, dentro de los límites de principios administrativos aceptables, que proporción de los costos indirectos cada programa deben soportar.

Los costos indirectos se incurren para objetivos comunes o conjuntos y no pueden ser fácilmente identificados para un determinado contrato o cualquier otra actividad de la organización.

Cont. Costos Indirectos

Una tasa de costos indirectos es la relación entre los gastos indirectos totales y alguna base de costo directo. Los métodos de asignación de costos indirectos utilizados por cada organización depende de su propia estructura, programa, funciones y sistema contable.

Cont. Costos Indirectos

Ejemplos de costos indirectos: Sueldos administrativos y de oficina •Telecomunicaciones -Servicio telefónico local? Incluyendo el equipo del teléfono, tales como teléfonos, teléfonos celulares, buscapersonas, fax y cargos de línea •Franqueo, Incluyendo US Postal Servicio postal, Federal Express, UPS •Cuotas y Membresías •Material de oficina

Cont. Costos Indirectos

•Suscripciones, Libros y Revistas •Equipo de uso general •Equipo no de investigación que puede ser usado para los propósitos generales de oficina, como computadoras de escritorio, computadoras portátiles, impresoras, máquinas de fax, fotocopiadoras, y mobiliario de oficina.

•Servicios generales de computación, los costes de red, u otro hacerlo servicios •La contratación de personal y la reubicación

Condiciones para el reembolso de costos

•Necesarios: Los costos aplicados al proyecto deben ser necesarios para lograr el alcance del trabajo (SOW). Para ser necesario, el costo aplicado debe ser absolutamente esencial para lograr un determinado resultado o resultados.

•Razonables: Un costo es razonable si, en su naturaleza y cantidad, no excede el valor que una persona prudente en el desarrollo de un negocio pagaría (FAR 31.201-3).

Cont. Condiciones para el reembolso de costos

•Asignables: Un costo es asignable (FAR 31.201-4) si se puede asignar o cobrar bajo uno o más objetivos de costo con base en los beneficios relativos recibidos u otras relaciones equitativas.

Sujeto a lo anterior, un costo es asignable a un contrato con el gobierno si: •–Se incurre específicamente por el contrato; •–Beneficia tanto al contrato como a otros trabajos, y se puede distribuir en ellos en proporción razonable a los beneficios recibidos; o

Cont. Condiciones para el reembolso de costos

•Es necesario para la operación general del contrato, aunque un vínculo directo con cualquier objetivo de costo particular no se pueda demostrar.

•Admisibles: Si un costo que no puede cumplir con este criterio, es inadmisible, no importa para qué sirve.

Cont. Condiciones para el reembolso de costos

•Tratados consistentemente: Sin importar quien es el cliente, siempre será el mismo costo.

•Permitidos: Los costos deben ser permisibles dentro de la ley y/o los costos deben ser permisibles dentro de términos/condiciones de un instrumento contractual (FAR 31.201-2).

Cont. Condiciones para el reembolso de costos

•Antes de la preparación de una propuesta de tasa de costos indirectos y la documentación soporte, deben revisarse los principios de costos aplicables.

•Las Regulaciones Federales de Adquisición, Parte 31.2: “Contratos con organizaciones comerciales", establece los requisitos federales para la determinación de la permisibilidad y admisibilidad de costos directos e indirectos, y está disponible en la siguiente dirección: https://www.acquisition.gov/Far/

Principios de Costos

Alcance y Aplicabilidad

FAR Parte 31Estándares de Administración de Costos Aplica a todos los contratos federales Modificado o CAS completo sólo se aplica si se cumplen los topes

Determina los costos permitidos Rige las prácticas de contabilidad de costos -Medición -Asignación -Asignación Gobernado por Agencias contratantes Gobernado por el Consejo CAS

** Cuando FAR y CAS están en conflicto, prevalece CAS.

*** Estándares más CAS se incorporan, en su totalidad o en parte, a la Parte 31 del FAR sobre principios de costos.

Tipos de Incumplimiento del FAR & CAS

•Prácticas reveladas no conformes con CAS y / o FAR revelada.

•Prácticas reales de la estimación de los costos que no cumpla con CAS y / o FAR y / o Declaración de Divulgación.

•Prácticas actuales de acumular y reportar los costos que no cumplan con CAS y / o FAR y / o Declaración de Divulgación.

•Mejores Prácticas: Mantener políticas y procedimientos escritos y cumplirlas.

Un costo es permitido cuando…

•Reúne las tres condiciones establecidas por el FAR 31.2:

Razonable FAR 31.201-3

Permitido FAR 31.201-2

Asignable FAR 31.201-4

Contabilización de Costos No Permitidos (FAR 31,201-6)

•Los siguientes costos deben ser identificados y excluidos de facturaciones, demandas y propuestas de reducción del grupo de costos indirectos

relacionados:

•Costos no permitidos expresamente: -Costos nombrados o establecidos como inadmisible por ley, reglamento o contrato.

•Costos no permitidos mutuamente acordados; •Los costos asociados directamente; -Ejemplo, tiempo dedicado al desarrollo de actividades no permitidas (cobro de deudas malas).

-Consideraciones de materialidad.

Ejemplos de Costos Expresamente No Permitidos

•Principios de Costo del FAR Parte 31 Descripción

•Malas Deudas Actuales o estimadas, incluyendo aquellas directamente asociados (i.e. legales, cobranzas) •Contribuciones/Donaciones Efectivo, propiedades o servicios •Entretenimiento Diversión, actividades sociales •Multas & Penalidades Violaciones a las leyes, costos errados de cobros •Intereses Intereses por prestamos, y costos de refinanciamiento •Buena Voluntad Precio de adquisición •Alcohol •Perdidas de Contratos Costos excedentes •Cabildeo Salarios y honorarios •Contingencias Basado en eventos futuros potenciales, costos inconmensurable

Estándares para Contabilización de Costos (CAS)

Conocidos como Cost Accounting Standards (CAS) e identificados en la Parte 30 del FAR, los Estándares para la Contabilización de Costos (ECC) han sido designados como mecanismo para alcanzar la uniformidad y consistencia en los principios de contabilización de costos seguido por contratistas y subcontratistas bajo contratos federales como condición para la contratación.

La disposiciones son establecidas bajo un cuerpo colegiado de 5 miembros que componen la Junta CAS para la industria publica y

privada.

•Una vez un contrato esta sujeto a CAS, siempre estará sujeto a

CAS.

Aplicabilidad de CAS

SU USO ES MANDATORIO PARA:

Todas las agencias ejecutivas y por contratista y subcontratista para la estimación, acumulación y reporte de costos relativos al establecimiento de precios y la administración de, y los arreglos relativos a las disputas, todos los contratos negociados y contrataciones subcontratadas con el Gobierno de las Estados Unidos de Norteamérica superiores a $700,000 conforme al Acta de Veracidad en la Negociación (Truth in Negotiations Act o TINA), excepto aquellos que han sido exentos por las regulaciones emitidas por la Junta CAS.

Cont. Aplicabilidad de CAS

•CAS incorpora tres áreas de contabilidad de costos: - Medición de los costos - Asignación de costos al periodo contable del costo - Asignación de costos por objetivos de costos •Existen 9 niveles •Las normas se basan en los exámenes de las prácticas de contabilidad de costos comunes.

•Establecen límites y restricciones en lo que se considera apropiado, con el objetivo de proporcionar consistencia y uniformidad en la contabilidad de costos.

Exenciones de CAS

Están exentos de CAS los contratos que: - Resultan de un proceso de propuesta cerrada (Invitación a licitar (IFB) ("Ofertas Concretas; - Que no excedan los $700,000 (Limite TINA); - Pequeños empresas; - Gobiernos extranjeros; - Entidades extranjeras (sujetos CAS 401 & 402 solamente) ; - Precios establecidos por ley o regulación; - Contratos de precio fijo o precio fijo con incentivos para la adquisición de artículos comerciales; - Contratos de precio fijo adjudicados por medio de un proceso licitatorio competitivo sin la presentación de información de costos o precios; y - Organizaciones que no tienen contratos sujetos a CAS mayores a $7.5M o mas.

Requisitos CAS para Entidades Extranjeras

CAS 401 –Consistencia al Estimar, Acumular y Reportar Costos OBJETIVO REQUISITOS

Para asegurar que las practicas Las practicas contables deben ser consistentes Utilizadas por el contratista para en términos de las siguientes áreas: Estimar costos para una propuesta -Clasificación de elementos o funciones de costos Sean consistentes con las practicas como directos o indirectos; Utilizadas para acumular y reportar-El conjuntos de costos indirectos a los cuales cada Costos. elemento o función de costos que se carga o propone cargarse; y -Métodos de designación de costos indirectos para el contrato.

Cont. Requisitos CAS para Entidades Extranjeras

CAS 402 –Consistencia en la Asignación de Costos Incurridos para un mismo Fin.

OBJETIVO REQUISITOS

Requiere que cada tipo de costo sea asignado Este estándar ayuda a prevenir sobrecargos o Solo una vez y solo sobre una base a cualquier doble contabilización. Ningún objetivo final Contrato u otro objetivo de costo. El criterio de costo podrá tener un costo asignado como para determinar la asignación de costos a un indirecto, si otros costos en los que se incurre producto, contrato u otro objetivo de costo para el mismo fin, bajo circunstancias iguales, Deberá ser el mismo para todos los objetivos han sido incluidos como un costo directo de que sean similares. Aquello o cualquier otro objetivo final de costo, y vice versa.

Determinación de Tasa de Costos Indirectos y Asignación de Costos

Los tres métodos básicos para el cálculo de las tasas de costos indirectos son: Simplificado, •Tasas Múltiples, y •Métodos de asignación directa.

Organizaciones comerciales -Por lo general, las organizaciones comerciales utilizan el método "simplificado".

Cont. Determinación de Tasa de Costos Indirectos y Asignación de Costos

Nota: Todo contratista debe tener un sistema de contabilidad establecido antes de recibir un contrato de cualquier agencia del gobierno federal. El sistema contable debe proporcionar controles internos adecuados para salvaguardar los activos, asegurar la rendición de cuentas por categorías de costos, asegurar que representan la precisión y fiabilidad de los datos, la promoción de la eficiencia operativa, y cumplir con los requisitos del Gobierno y procedimientos contables.

Cont. Determinación de Tasa de Costos Indirectos y Asignación de Costos

Para el establecimiento de una tasa de costos indirectos se recomienda seguir los siguientes pasos: Pasos preliminares •Identificar las Bases de Asignación de Costos Indirectos •Preparar Propuesta de Tasa de Costos Indirectos "Lista de verificación (Anexo A)" y Notas de "Lista de verificación" •Propuesta de Costos Indirectos -Revisión de Procedimientos •Límites de la Administración y las declaraciones de costos

indirectos.

Cont. Determinación de Tasa de Costos Indirectos y Asignación de Costos

Pasos preliminares

Antes de la preparación de una propuesta de tasa de costos indirectos y la documentación de apoyo, los principios de costos establecidos por la Regulación Federal de Adquisiciones (FAR Parte 31.2) para las entidades comerciales deben ser revisados a fondo. Si se permiten costos indirectos en la contratación, la entidad estará lista para preparar una propuesta de tasa de costos indirectos a partir de los siguientes pasos:

Cont. Determinación de Tasa de Costos Indirectos y Asignación de Costos

1. Revisión de la Organización

Si uno no existe ya, preparar una carta formal de la organización (s), o una versión preliminar en borrador, y proporcionar cualquier información o material que explique los distintos servicios y / o funciones de cada unidad.

Determine cuales unidades de costo son indirectos (administrativos) funciones de la organización.

Determine cuales servicios son admisibles y asignable a las contrataciones federales con base en los principios de costos

aplicables.

Cont. Determinación de Tasa de Costos Indirectos y Asignación de Costos

2. Revisar la financiación federal y no-federal

Revise los "desembolsos federales y no federales" para determinar los programas financiados; verifique con el personal apropiado.

Prepare una lista de todos los programas financiados en detalle en cuanto a la cantidad o el porcentaje de reembolso de los costos directos e indirectos y cualquier restricción o referencias a los estatutos o reglamentos.

Determine en qué nivel de la organización se aplican los diferentes programas financiados. Ilustrar la lista de programas financiados en una copia del organigrama.

*Recomendamos contactar la agencia federal que proporciona la mayor cantidad de fondos en relación con los procedimientos para la presentación, revisión y aprobación de las tasas de costos indirectos.

Cont. Determinación de Tasa de Costos Indirectos y Asignación de Costos

3. Revisar la Estructura de Contabilidad

Obtenga un plan de cuentas, o alguna otra lista de cuentas para su organización, en la que los dólares reales gastadas pueden estar relacionados con diversos programas y / o estructura organizativa.

Concilie la estructura de contabilidad para el organigrama.

Si es necesario, determine los cambios a implementar un sistema de tasa de costos indirectos de la facturación.

Cont. Determinación de Tasa de Costos Indirectos y Asignación de Costos

4. Preparar una Declaración de Políticas de Costos

Desarrolle una política escrita que describe los costos considerados como directos, los costos considerados para ser indirecta, y las razones para apoyar a esos costos.

Cont. Determinación de Tasa de Costos Indirectos y Asignación de Costos

5. Preparar una Propuesta de Tasa de Costos Indirectos

Para la preparación de una propuesta de tasa de costos indirectos es necesario

considerar lo siguiente:

Estructura organizativa.

•Nivel de financiación federal.

•Los informes generados a partir de su sistema de contabilidad.

•La disponibilidad de datos sobre los pies cuadrados de las oficinas, número de transacciones, empleados, las órdenes de compra, etc.

•Si se requieren adicionar esfuerzo y costo para alcanzar un mayor grado de

precisión del sistema.

Cont. Determinación de Tasa de Costos Indirectos y Asignación de Costos

•Preparar la propuesta de tasa de costos indirectos.

•Preparar un Certificado de Costos Indirectos (Anexo B), firmado por el Director Ejecutivo, u otro funcionario designado con firma autorizada de la organización.

•Recopilar toda la documentación restante requerida por la agencia federal responsable.

•Conciliar la propuesta de tasa de costos indirectos con los estados financieros auditados.

Cont. Determinación de Tasa de Costos Indirectos y Asignación de Costos

Método de Asignación Simplificado

Se utiliza el método simplificado siempre que las funciones principales de un beneficio organización de sus costos indirectos a aproximadamente el mismo grado. La asignación de los costos indirectos se puede conseguir por medio de: •(1)la clasificación del costo total para el período base (generalmente el año fiscal de la organización), ya sea directo o indirecto; y •(2)dividiendo los costos totales admisibles indirectos (neto de los créditos aplicables) por una base de distribución equitativa.

Cont. Determinación de Tasa de Costos Indirectos y Asignación de Costos

El resultado de este proceso es una tasa de costos indirectos que se utiliza para distribuir los costos indirectos a los contratos federales y no-federales. La tasa debe expresarse como el porcentaje de la cantidad total de los costos indirectos admisibles lleva a la base seleccionada. Este método también se puede usar

cuando:

(1) la organización sólo tiene una función importante que abarca una serie de proyectos o actividades individuales, y / o (2) donde el nivel de contratos federales son relativamente pequeños.

Cont. Determinación de Tasa de Costos Indirectos y Asignación de Costos

Tanto los costos directos como los indirectos deben excluir los gastos de capital y los costos no permitidos. Sin embargo, los costos no permitidos deben ser incluidos en la base de costo directo (si representan actividades a las

que los costos indirectos son propiamente asignables).

La base de distribución puede ser: (1) costos directos totales (excluyendo los gastos de capital y otros elementos distorsionadores, como la parte de cada subcontrato en exceso de $ 25,000, etc.), (2) sueldos y salarios directos, (3) costos totales menos gastos generales y de administración (G & A), (4) otra base que se traduce en una distribución equitativa.

Cont. Determinación de Tasa de Costos Indirectos y Asignación de Costos

•Bajo el método simplificado, por ejemplo, gastos de alquiler serían totalmente clasificados como costos indirectos y se distribuyen a las actividades que se benefician de una de las bases descritas anteriormente.

Tipos de Tasas de Costos Indirectos

1. Tasa provisional o tarifa de facturación: Significa una tasa de costos indirectos temporal aplicable a un período específico que se utiliza para la financiación, el reembolsos interinos y reportar los costos indirectos en instrumentos contractuales en espera de la creación de una tasa final para el periodo de aplicación. Esta tasa es ajustable (aumento o reducción) una vez se determina la tasa final.

2. Tasa final: Significa una tasa de costos indirectos aplicable a un período pasado, basada en costos reales de dicho periodo. Una tasa final no está sujeta a ajustes. Se establece una tasa final de costos indirectos después que se conocen los costos reales de una organización, por lo general un año fiscal. Una vez establecida, se utiliza la tasa final de costos indirectos para ajustar los costos indirectos reclamados.

El uso de las tasas provisionales y definitivas probablemente resultará en gastos auditados finales superiores o inferiores a los reportados en los contratos que ya hayan concluido durante el año fiscal de la organización. Una tasa final puede ser emitida como una tasa provisional para los subsiguientes años ajustada a los cambios previstos en los niveles de financiación o costos.

Cont. Tipos de Tasas de Costos Indirectos

3.Tasa Predeterminada: Una tasa permanente establecida por un período actual o futuro especifico y no está sujeta a ajustes. Una tasa predeterminada puede ser utilizada en contratos donde hay una seguridad razonable de que la tasa no es probable que supere una tasa basada en costos reales de la organización.

4

. Tasa Fija con Proyección Futura: Una tasa permanente establecida para un periodo futuro de tiempo utilizada para el presupuesto, las obligaciones y el pago de recursos por las agencias federales. Los costos reales son determinados por el sistema contable de la organización y la diferencia entre

lo

fijo y real se lleva hacia una vigencia futura (normalmente el año fiscal de la organización) con el fin de ajustar el tipo de tasa fija para la recuperación sobre o por debajo.

Cont. Tipos de Tasas de Costos Indirectos

Las tasas provisionales y finales son las preferidas por la mayoría de las organizaciones por las siguientes razones:

1.

Los costos indirectos reales se asignan a los objetivos del programa en el año incurrido, creando información precisa de

costos;

2.

No hay costos indirectos de años anteriores que se carguen a un año posterior que sobrecargue contrataciones nuevas o actuales; 3.Todos los costos indirectos son financiados adecuadamente en el año fiscal incurrido, sin crear utilidad o perdida para la organización;

Cont. Tipos de Tasas de Costos Indirectos

4.La contabilidad de la organización debe determinar los costos reales de cada año, una capacidad que en última instancia debe existir para sincronizar la contabilidad, presupuesto y asignación de costos; y

5.

El costo real de los servicios o programas se determina anualmente y esta, por tanto, a disposición con fines de gestión interna y una preparación presupuestal informada.

Gracias!!!

Guía para la determinación de costos indirectos para entidades comerciales

Cargando documento…

El Mercado Federal

Presentado Por

Mercado Gubernamental

El gobierno estadounidense es el principal usuario de servicios y productos en el mundo $1.5 billones en Gastos Discrecionales en el 2014 Compran todo tipo de bienes

MILICIA SALUD BIENES & SERVICIOS

SOFTWARE TRAJES TECNOLOGÍA DE LA INFORMACIÓN

Mercado Gubernamental

Usted puede participar en el mercado Federal mediante:

El mercado Federal es un mercado específico con retos únicos para aquellos que no están familiarizados

Micro compras Contratos GSA

Si desconoce las reglas del mercado, es complicado llegar a los compradores

Asociaciones Estratégicas

Algunas Compras Federales

Ventas Totales de Planes GSA en 2014 por $32.8 Mil millones

Ejemplos de Compras en Planes GSA :

Plan 70 T.I. $14.2 Mil millones Plan 84 Seguridad $1.5 Mil millones Plan 871 Ingeniería $2.6 Mil millones Plan 874 MOBIS $4.0 Mil millones

Conocer el análisis de mercado de los contratos gubernamentales que han sido adjudicados en productos o servicios similares.

Para empezar

•Determinar aquello que lo diferencia de sus competidores

•Llevar a cabo un completo análisis competitivo sobre la competencia

Determinar los mejores medios de contratación para su producto o servicio

Micro compras Contratos GSA Asociaciones Estratégicas

Existen Retos para venderle al gobierno

Contratos de Adquisición para Todo el Gobierno (GWAC’s) Planes de Adjudicación Múltiple (MAS) Punto de Contacto Propiedad del Gobierno Operada por Contratista Regulaciones Federales de Adquisición Regulaciones Federales de Adquisición para la Defensa Ley de Acuerdos Comerciales Y aún hay más……………………………….

Retos

Los organigramas confusos hacen difícil identificar con quién hay que hablar

Entender todos los pasos y la secuencia adecuada requerida para desempeñarse.

Venderle al gobierno exige una gran cantidad de papeleo tan solo para comenzar

Comprender el Mercado Federal

•Conocer el valor potencial de sus productos o servicios para los clientes gubernamentales.

•Identificar las potenciales agencias de gobierno que más necesitan sus soluciones.

•Desarrollar las tácticas y estrategias para una introducción de mercado exitosa.

•Poner a prueba su propuesta de mercado con agencias gubernamentales seleccionadas

Cómo Compra el Gobierno

Igual que una empresa, pero con más papeleo Los compradores buscan calidad, historia, confiabilidad, etc.

El gobierno se resiste al cambio; prefiere tratar con empresas con las que han negociado en el pasado y eligen a los grandes nombres porque no les gusta el riesgo Los compradores buscan mecanismos de contratación que simplifiquen el proceso de compra

Mecanismos de Contratación

•El gobierno federal emplea gran variedad de mecanismos de contratación para ajustarse a sus necesidades.

•Existen:

•Plan GSA •Micro Compra GSA •3 Licitaciones hasta por $25,000.

•Planes de Adjudicación Múltiple (MAS) •Concursos Integrales y Abiertos •Adjudicaciones basadas en el aspecto socio-económico (minorías, mujeres, etc.)

MICRO COMPRA GSA •Menor a $3,000 •Pagada mediante tarjeta de crédito gubernamental •No se requiere concurso para las compras •Generalmente se obtienen 3 cotizaciones para comparar y justificar precios

Se limita a vendedores con un Contrato GSA MAS Montos de $250,000 a $1,000,000 por convocatorio dependiendo del SIN Papeleo limitado (cotización en lugar de licitación) El tiempo de entrega de adjudicación es más corto: 90-120 días vs. 12-meses para las integrales y abiertas

Mecanismos de Contratación Plan GSA

Mecanismos de Contratación Concurso Integral y Abierto

Requiere un anuncio de notificación anterior a la licitación en FedBizOpps.gov Sin restricción o términos de restricción detallados en el anuncio Se requiere una propuesta extensa Se utiliza para contratos sin restricciones, solicitud única con fuente desconocida, la mayoría de proyectos de construcción, etc.

Mecanismos de Contratación ADJUDICACIONES MAS

Son similares a GSA en tanto requiere una propuesta para que los licitantes entren en una lista Cotizaciones de proyectos de prestación de servicios Papeleo limitado Otros mecanismos de adjudicación:

GWACS Navy Seaporte DOI GovWorks DHS Eagle Millenium NextGen

Facilitarles la compra de su producto o servicio.

Tener su propio plan GSA o un equipo con un socio estadounidense que ya tiene una certificación o plan que limita el concurso.

Conocer al comprador potencial, y aún más importante, asegurar él lo conozca a usted.

Darles un motivo por el cual deben comprarle a usted.

Cómo Venderle al Gobierno

Paso 1: Primero debe registrarse

Ingrese a SAM.GOV y Complete el Registro

Requiere un número Duns Información sobre la Empresa Individuos clave con información de contacto Certificaciones sobre el estado del negocio Códigos NAICS

Revisión de Adjudicaciones Anteriores

Ingrese a FPDS.GOV

Realice una búsqueda mediante palabra clave-utilice varias palabras clave Los resultados pueden organizarse por fecha de adjudicación y otros criterios Revise el/los contrato(s) anterior(es) y la información de compra Utilice la información para venta directa y buscar entre los vendedores principales

Análisis Competitivo

•Factores que lo diferencian de la Competencia •Precio •Calidad •Características y Beneficios (cumple con especificaciones mil. etc.)

•Tiempo de Entrega •Desempeño Anterior •Consideraciones Especiales

Ventajas de los Mecanismos de Contratación

Gobierno

No necesita publicitar la adjudicación potencial Se requiere menos papeleo Los contratistas ya han sido verificados por hacer negocios con el gobierno Plazo de entrega más rápido Menos costoso de revisar Menor riesgo para la agencia respecto a desempeño inadecuado o inexistente

Contratista

Concurso limitado Cuesta menos hacer una oferta La decisión es más rápida

Criterios de Adjudicación del

Gobierno

Adjudicaciones de Contratos Generales

Tarjetas de crédito gubernamentales hasta por $3,000 3 ofertas de hasta $25,000 Todas las demás se publican y hay concurso integral y abierto GSA Concurso desde dentro del Plan apropiado Adjudicación de $250k a $1m dependiendo del SIN Los demás no pueden protestar

Obstáculos para los Contratos Gubernamentales

Desempeño Anterior

Los Funcionarios de Contratación son reacios al riesgo Existe la tendencia de adjudicar contratos a contratistas anteriores si el desempeño fue adecuado

Falta de conocimiento sobre contratación gubernamental

Categoría de especialidad que resulta difícil para aquellos que no se encuentran familiarizados

Papeleo

Más papeleo y tiempo para completar que aquel disponible en contratos no gubernamentales

3303 W. Commercial Boulevard # 150 Ft. Lauderdale, FL 33303 844-899-3213 Toll Free 954-492-9630 Fax

Datos de contacto

Presentación On target group

FACILITANDO COMERCIO es un Proyecto de la Agencia de los Estados Unidos para el Desarrollo Internacional

Identificando oportunidades en contratación pública: Texas, Utah, Illinois, y Colorado

16 octubre 2015

TEXAS: Contralor Texano de Cuentas Públicas

Identificar nuevas oportunidades en la base de datos ElectronicState Business Daily

http://www.comptroller.texas.gov “State Purchasing” → “Electronic State Business Daily”

ElectronicState Business Daily(EBSD)

•Consultar nuevas convocatorias de contratación pública en “View Newest Postings” •Filtrar por agencias, tipos de contratación, y código de producto (NIGP Class–Item Number) •Buscar información de contrataciones anteriores SearchPostings” TEXAS: Contralor Texano de Cuentas Públicas

¿Cómo registrarse como proveedor del Estado de Texas para recibir alertas de convocatorias de contratación pública?

State of Texas Centralized Master Bidders List(CMBL, por sus siglas en inglés) http://comptroller.texas.gov/procurement/prog/cmbl/

¿Qué necesito?

Crear un perfil con ID de usuario, correo electrónico, nombre, número de teléfono, y contraseña •Se requiere el número de

identificación del empleador (EIN).

Éste se puede solicitar al Internal Revenue Service (IRS) de EE.UU.

•Información de la estructura empresarial, detalles de propiedad •Código del producto que vende su compañía •Distritos de Texas donde podría vender sus productos •Tarifa anual de registro: USD 70.00

TEXAS: Contralor Texano de Cuentas Públicas

UTAH: Departamento de Servicios Administrativos, División de Compras Públicas

Identificar nuevas oportunidades en la base de datos BidSync

(ubicado en la página web del Estado de Utah)

http://purchasing.utah.gov→“CurrentBids”

UTAH: Departamento de Servicios Administrativos, División de Compras Públicas

El Estado de Utah publica sus anuncios de contratación en la base de datos BidSync •Deslice la barra de navegación para identificar oportunidades

ILLINOIS: Illinois Procurement Bulletin

Identificar nuevas oportunidades en la base de datos Illinois Procurement Bulletin

http://www.purchase.state.il.us Hacer clic en “Illinois BID”

Identificar nuevas oportunidades en la base de datos Illinois Procurement Bulletin •Consultar anuncios de contratación pública •Filtrar por agencias y código de producto •Buscar contratos públicos adjudicados “Solicitations –Closed” •Hacer clicen los números de referencia para ver más información

¿Cómo registrarse para recibir alertas del Illinois Procurement Bulletinsobre nuevas convocatorias de contratación?

http://www.purchase.state.il.us Hacer clic en “Registration” para crear una cuenta, descargar convocatorias, y recibir noticias por correo electrónico •Para abrir la cuenta solo se necesitan sus datos personales, una contraseña, y los códigos NIGP de su producto.

COLORADO: División de Finanzas y Contratación

Identificar nuevas oportunidades de contratación pública con el Estado de Colorado

https://www.colorado.gov/pacific/dfp/spo

El Estado de Colorado publica sus convocatorias en “ColoradoVSS (Vendor Self Service)” Hacer clic en “Solicitacions”

Identificar nuevas oportunidades de contratación pública con el Estado de Colorado

Hacer clic en “ColoradoVSS” COLORADO: División de Finanzas y Contratación

ColoradoVSS

Link directo:

https://codpa-vss.hostams.com/webapp/PRDVSS1X1/AltSelfService

•El interesado se debe

registrar para consultar las convocatorias de contratación. No hay costo de registro.

•Hacer clic en “Register”

¿Qué necesito para registrame?

1.

Número de identificación del empleador (EIN) y número de DUNS 2.Información de la empresa (ubicación, nombre legal, etc.)

3.Datos personales de la persona interesada en registrarse 4.Tipo de sociedad (S.A., etc.)

5.Códigos de producto NIGP

COLORADO: División de Finanzas y Contratación

¿Cómo registrarse ante el IRS para obtener un Número de Identificación del Empleador (EIN)?

Las empresas ubicadas fuera de los EE.UU. pueden solicitar su EIN vía telefónica o a través de correo.

¿Qué se necesita?

El formato SS-4, disponible en: https://www.irs.gov/pub/irspdf/fss4.pdf •Instrucciones, disponibles en: https://www.irs.gov/pub/irspdf/iss4.pdf

Solicitud a través de línea de atención:

–Es el método más rápido para realizar una solicitud de EIN –Llamar al +1 267 941 1099, tener el formato SS-4 correctamente diligenciado –Un representante del IRS usará la información del SS-4 para crear su cuenta y asignarle un EIN –Usted puede hacer uso del EIN inmediatamente

Solicitud a través de correo:

–Diligenciar el SS-4 con 4 o 5 semanas de antelación a la solicitud –Enviarlo por correo a: Internal Revenue Service Attn: EIN Operation Philadelphia, PA 19255-0525 United Statesof America

¿Cómo buscar el código de su producto? Códigos NIGP

El Estado de Texas cuenta con un aplicativo web muy completo que le puede ayudar a identificar los códigos NIGP de los productos con los que desea participar en las convocatorias de contratación de los distintos Estados.

http://window.texas.gov/procurement/tools/ comm-book/ •Puede buscar por clase de productos, por orden alfabético o por palabras claves.

Formato de códigos NIGP

5 dígitos •Los tres primeros identifican la clase del producto •Los dos últimos identifican el tipo de producto Por ejemplo: Zapatos y botas Botas de cuero 800 -08

¿Cómo registrarse para obtener su número DUNS?

Para contratar con cualquier Estado, usted debe contar con un número DUNS (Dun& Bradstreet);un código único de 9 dígitos para cada sede de su organización.

¡Obtener el DUNS es gratuito!http://www.fedgov.dnb.com ¿Qué necesito para solicitar el DUNS?

Razón social de la empresa y su ubicación (ciudad y dirección) •Nombre(s) comercial(es) de la compañía (si aplica) •Número de teléfono •Nombre de la persona natural y su cargo dentro de la organización •Número de empleados

Presentación oportunidades en Texas Utah Illinois y Colorado

Cargando documento…

FACILITANDO COMERCIO es un Proyecto de la Agencia de los Estados Unidos para el Desarrollo Internacional

Registrándose en el sistema SAM

Licitación pública con el gobierno de los EE.UU.

24 Noviembre 2015 Bogotá, Colombia

Introducción al sistema SAM

•SAM (SystemforAwardManagement), o Sistema de Gestión de Adjudicaciones –Financiado y administrado por el gobierno de los EE.UU.

–Es completamente GRATUITOpara las entidades –Sistema en línea que sirve como punto de registro centralizado para entidades que desean contratar con el gobierno federal www.sam.gov

Objetivos

Fortalecer la capacidad de sus empresas para exportar a los EE.UU.

Completar los pasos de la inscripción para recibir un código NCAGE •Completar los pasos de la inscripción para recibir un número DUNS •Completar el registro en SAM

Registrarse en SAM: La cronología

•1 día DUNS •14-30

días

NCAGE

•3 días SAM

Registrándose en SAM: requisitos

1.Número DUNS 2.Código NCAGE 3.“Afirmaciones” –códigos NAICS y SIC 4.Información del punto o persona de contacto (POC) POC de cuentas por cobrar (obligatorio) –POC de comercio electrónico (obligatorio) –POC de comercio gubernamental (obligatorio) –POC de propietario único (si aplica)

FACILITANDO COMERCIO es un Proyecto de la Agencia de los Estados Unidos para el Desarrollo Internacional

Parte 1: Solicitud de un número DUNS

¿Cómo obtener su número DUNS?

La compañía privada Dunsy Bradstreetayuda al gobierno en la asignación de un número único DUNS para cada sede de su compañía.

http://fedgov.dnb.com/webform

¿Cómo obtener su número DUNS? Continuación

Códigos SIC

http://www.naics.com/search/

Los códigos SIC son identificadores numéricos de los servicios y/o bienes que mejor describe el propósito de su compañía u organización.

Código SIC Descripción de bienes

¿Cómo obtener su número DUNS? Continuación

FACILITANDO COMERCIO es un Proyecto de la Agencia de los Estados Unidos para el Desarrollo Internacional

Parte 2: Inscripción en la Entidad Comercial y Gubernamental NATO (NCAGE)

Inscripción en la Entidad Comercial y Gubernamental NATO (NCAGE)

FACILITANDO COMERCIO es un Proyecto de la Agencia de los Estados Unidos para el Desarrollo Internacional

Parte 3: Registro en SAM

¡Ayuda!

Horario de atención

a

Registrarse en SAM: Crear una cuenta individual

Registrarse en SAM: El “login”

Registrarse en SAM: Términos y condiciones

Registrarse en SAM: Sus opciones

Registrarse en SAM: Registrar una entidad

Registrarse en SAM: Visión de conjunto del proceso

Registrarse en SAM: Antes de empezar, algunos requisitos

Registrarse en SAM: Propósito de registración

Registrarse en SAM: Confirmar el propósito de registración

Registrarse en SAM: DUNS

Registrarse en SAM: Información de su compañía

Registrarse en SAM: Compensación ejecutiva

Registro en SAM: Optar por no aparecer en búsqueda pública

Opción de exclusión en búsquedas públicas

Su compañía tiene la opción de no aparecer en los resultados de una búsqueda pública en SAM.

•Esta opción podría resultar en una reducción de las oportunidades comerciales gubernamentales, y las empresas interesadas en ser subcontratistas no serán visibles en los resultados de las búsquedas.

•Su información todavía será visible para los usuarios con acceso gubernamental • En conformidad con el “Freedom of InformationAct(FOIA)”, o la Ley del Derecho a la Información, su información debería estar disponible para cualquier solicitante

–Su información bancaria nunca será publicada, dado que es información confidencial.

•Si no quiere que su información esté disponible en resultados de búsquedas públicas, elige: “I DO NOT authorizemyentity information to be displayed in SAM´s Public Search”

Registrarse en SAM: Procedimientos legales

Registrarse en SAM: Afirmaciones, códigos NAICS

Registrarse en SAM: Estándares del tamaño

Registrarse en SAM: Representaciones y certificaciones

•El cuestionario de las representaciones y certificaciones está dividido en cuatros secciones •La primera contiene las preguntas relacionadas con las provisiones FAR (Regulaciones Federales de Adquisición) •Las representaciones y certificaciones deben haber sido revisadas por su oficina jurídica antes de la entrega

•Pregunta 1: solicita la información de la persona responsable de determinar los precios que ofrece su compañía al gobierno en las propuestas que entregaran.

(FAR 52.203-2)

–Podrían añadir tantos nombres como sea necesario

•Pregunta 2: su organización tiene otras plantas o locaciones diferentes a las identificadas en su número DUNS, en las cuales se produzcan bienes en el marco de un contrato con el gobierno federal.

(FAR 52.214-14, 52.215-6)

–Al seleccionar “Sí”, activa el botón “Añadir nueva locación”, que les permite registrar la ubicación de las plantas de producción, y el nombre y la dirección del dueño de los inmuebles.

–Al seleccionar “No” oculta el mismo botón

•Pregunta 3:No aplica (FAR 52.204-3, 52.212-3)

–Dado que las compañías extranjeras no tienen TIN (número de identificación tributaria), no tendrán que preocuparse por esta pregunta.

•Pregunta 4: Su organización cumple los requisitos establecidos por la EPA (agencia estadounidense para la protección del medio ambiente)para material recubierto.

–http://www3.epa.gov/epawaste/conserve/tools/cpg/ –Específica ciertos bienes que compra el gobierno, eincluyen productos de: •Construcción; transporte; paisajismo;productos de oficina no hechos de papel; productos para parques y recreación; etcétera.

•Lista completa aquí: http://www3.epa.gov/epawaste/conserve/tools/cpg/products/index.htm

•Pregunta 5: PyMES(pequeñas y medianas empresas), no aplica –Algunas veces el gobierno da tratamiento preferencial a pequeñas empresas que tienen su ubicación principal en los EE.UU.

–Desafortunadamente, la mayoría de compañías extranjeras no cumplen con los requisitos para ser consideradas como PyMESbajo estas condición.

•Pregunta 6: Su organización es propiedad o es dirigida por otra compañía que pague impuestos al IRS del EE.UU.

–Si la respuesta es “Sí”, tiene que proveer el nombre legal y el TIN de la organización –Si responde “No” , los botones se desactivan y puede continuar

•Pregunta 7: Su organización, representante legal o directivos está(n) actualmente inhabilitados para recibir adjudicaciones o contratar con el gobierno federal, o si se han declarado inelegibles para participar en licitaciones públicas (FAR 52.209-

5, FAR 52.212-3)

–SAM buscará la lista de exclusiones para su número DUNS e indicará si existe una exclusión.

•Pregunta 8a: Su entidad, representante legal o directivos, en los últimos tres años, han sido declarados culpables de cometer una ofensa criminal para obtener o implementar un contrato con el gobierno; de violación de leyes de antimonopolio con respecto a la entrega de ofertas; o acto de malversación.

•Pregunta 8b: Su entidad, en los últimos tres años, ha recibido notificaciones por evasión de impuestos en un monto superior a USD 3.000, y no se ha resuelto la situación.

•Pregunta 9: Confirma si hay participación del representante legal o directivos en algunos de los delitos mencionados en las preguntas anteriores.

•Pregunta 10: les pide contestar si la entidad, en los últimos tres años, ha tenido algún contrato que se haya terminado por incumplimiento en la ejecución (FAR 52.209-5, 52.212-3)

•Pregunta 11:No aplica.

–Las compañías extranjeras no pueden participar en asociación con compañías designadas como HUBZone(compañía históricamente infrautilizada, HUBpor sus siglas in inglés)

•Pregunta 12-14:No aplica.

–Las compañías extranjeras no pueden presentarse en asociación con otras empresas para participar en adjudicaciones de contratos

federales

–P12: Empresa pequeña en condiciones desfavorables –P13: Empresa pequeña propiedad de mujeres –P14: Empresa conjunta propiedad de mujeres económicamente desfavorecidas.

•Pregunta 15: Información de derechos limitados –Si su compañía provee al gobierno datos confidenciales o software restringido, seleccione “Sí” •Tiene que diligenciar el formato con el nombre del software o datos referenciados

•Pregunta 16: Estructura de la empresa –Se llena automáticamente con las respuestas anteriores

•Pregunta 17: Empresa pequeña desfavorecido, no aplica

•Pregunta 18: Reservado, no hay pregunta

•Pregunta 19: Origen de productos –Pide a su compañía identificar si exportan productos que necesitan certificación para garantizar la no explotación de menores o infracción de derechos laborales, etcétera

•Pregunta 20: Igualdad de Oportunidades –Si su compañía ha ganado contratos previos con el gobierno sujeto a la provisión FAR 52.222-26(Oportunidad Igual) –Respuestas de “Sí” o “No” –Igualdad de oportunidades: las personas marginalizadas son protegidas en el lugar de trabajo. La discriminación que se basa en la raza, color, religión, género, orientación sexual, identidad de género, o nacionalidad está prohibida

•Pregunta 21: Contesta si su compañía ha provisto productos al gobierno de los EE.UU., bajo un contrato federal, con origen extranjero (afuera del EE.UU.)

–Si elige “Sí” tiene que listar los productos y su origen. La información de los productos se llena automáticamente con base en sus códigos de servicios profesionales (PSC)

•Pregunta 22: Reportes de cumplimiento con regulaciones “Igualdad de Oportunidades” –Si su entidad ha completado todos los reportes de igualdad de oportunidades (es requisito para algunos contratos federales).

•Pregunta 23: Elige el comentario que mejor describe la política de “acción afirmativa” de su organización. Hay tres respuestas: 1.“_____ ha desarrollado y sigue programas de acción afirmativa requeridas por el Secretario de Regulaciones Laborales” 2.“_____ no ha desarrollado o no sigue programas de acción afirmativa requeridas por el Secretario de Regulaciones Laborales” 3.“_____ no ha tenido contratos previos sujetos a programas escritos de acción afirmativa ordenados por el Secretario de Regulaciones Laborales”

•Pregunta 24: Su compañía provee mantenimiento, calibración, o reparación de equipo médico, tecnología informática, o equipos para oficinas y-o empresas 1.Sí (debe contestar tres preguntas adicionales) 2.No 3.El vendedor proveerá información con oferta específica al gobierno

•Pregunta 25: Su compañía provee los servicios descritos en FAR 22.1003-4(d)(1): 1.Mantenimiento de automóviles, u otros vehículos 2.Servicios financieros 3.Salones para conferencias 4.Mantenimiento, calibración, reparación o instalación de equipaje 5.Transporte de personas en modo aéreo, terrestre, férreo o fluvial/marítimo 6.Bienes raíces 7.Reubicación

•Pregunta 26:determina si los códigos de servicios profesionales que ingresaron existen como códigos de servicios federales.

–SAM revisará los códigos ingresados, y si los códigos coinciden, usted deberá indicar si los productos han sido hechos o no en los EE.UU.

–Si no hay resultados, ninguna acción es necesaria

•Pregunta 27: Su organización es una corporación doméstica invertida.

–Una corporación doméstica invertida es una entidad que estaba ubicada y registrada en los EE.UU., pero se traslado fuera del país •Pregunta 28: Su organización es una filialde una corporación doméstica invertida.

•Pregunta 29:No aplica, arquitectura

•Pregunta 30-37: Preguntas para compañías interesadas en contratar con el departamento de defensa –“Indique si su compañía es propiedad de un Gobierno extranjero” –“Indique si su compañía es propiedad total o parcial de un gobierno extranjero y si éste puede interceptar operaciones de satélites” –“Indique si su compañía espera transporte marítimo de bienes”

Registrarse en SAM: Revisar representaciones y certificaciones

Registrarse en SAM: POC

Registrarse en SAM: Entregar su aplicación

•Si ha completado todas las secciones, verá una marca verde a la izquierda cada sección •Después de enviar su aplicación, la activación de su cuenta tardará 10 –El Departamento de Defensa necesita verificar su código NCAGE

Registrarse en SAM: Fijando el estatus de su registración

Registrarse en SAM: ¿Más preguntas?

https://www.sam.gov/sam/SAM_Guide/SAM_User_Guide.htm

Registrarse en SAM: ¿Más preguntas?

Registro en SAM

FACILITANDO COMERCIO es un Proyecto de la Agencia de los Estados Unidos para el Desarrollo Internacional

Types of procurement solicitations and types of contracts

16 December 2015 Bogotá, Colombia

FACILITANDO COMERCIO es un Proyecto de la Agencia de los Estados Unidos para el Desarrollo Internacional

Part 1: Types of procurement solicitations

Part 1 Objectives

•Become familiar with different types of procurement solicitations used by US Government •Understand major differences between different procurement solicitations •Become familiar with different contract forms •Learn to quickly obtain necessary information by reading contract forms

Major formats of solicitations

•Government contracting is big business •Bid package is usually a set of documents to which a bidder would develop a responsive proposal •Solicitations used by the government typically come in the following formats: –Request for Quote (RFQ) –Request for Proposal (RFP) –Invitation for Bid (IFB) –Sources Sought (RFI)

Types of Procurement Solicitations

•Solicitation packages usually range anywhere from 10 to 50 or more pages, depending on dollar value, the Statement of Work and other requirements.

•They will include clauses and instructions and other information that will tell contractors the who, what, where and how of the contract.

Solicitation Numbering

•We should understand solicitation numbering system.

•The first six positions of a solicitation number (e.g., DAA123-00-R-1234) identify the department or agency issuing the document, the next two positions (e.g., 00) are the last two digits of the fiscal year issued, and the single alpha character (e.g., R) identifies the type of solicitation. For example, B = Invitation for Bid, P = Purchase Order, C = Contract, Q = Request for Quote, R = Request for Proposal, etc. The last four positions identify the sequential order for a particular solicitation.

–Example 1: SBA123-15-R-0000 –Example 2: FCIS-JB-98-0001-B

•T -RFQ under $25k •Q -RFQ under $150k •R –RFP (Request for Proposal) •B/I -Sealed bid (Invitation For Bid)

Request for quote

Request for Quote (RFQ)-request for information that may include price, but is not a binding contract or document.

Considered a negotiated bid because the government will want to talk over the information obtained.

•The number will look something like F62509-00-Q-1234, with the "Q" indicating the solicitation is for information and prices.

•Bid package typically includes Standard Form 18 (SF18) •If a contract is made, the government will use a Standard Form 26 (SF26), Award/Contract.

•RFQ is informational -used by the government to obtain information and quotations •Estimated value of the government’s need is expected to be under $150,000 •Typically simplified acquisition procedures will apply •RFQ may also be used when simplified acquisition procedures are not used

Request for Proposal (RFP)

Request for Proposal (RFP)-negotiated contract.

•The solicitation number will look something like N00023-00-R-1234, with the "R" in the number indicating it is a negotiated solicitation.

•There will be discussions, and the bidder may get the opportunity to change bid pricing, technical requirements, etc.

•Price and other factors will determine the winner. The value is probably more than $150,000.

•Standard Form 33 (SF 33) is used.

•Becomes a binding contract when both the bidder and the government sign •Electronic procurement systems, such as GSA’s eBuy–offer a fully electronic RFQ/RFP system.

Invitation for Bid (IFB) –Sealed Bid

Invitation for Bid (IFB)-advertised contract ("Sealed bid”).

•The solicitation number will look something like DAAE20-00-B-1234, with the "B" in the number indicating it is a sealed bid. It is competitive and the low bid will get it.

•No discussions.

•Bid package is considered complete for bidding purposes.

•Price is a major consideration.

•Standard Form 33 (SF 33) is used.

•Signing of the solicitation formSF33 by the bidder and by the government creates a binding document.

Sources Sought or RFI

•Sources Soughtor Request for Information (RFI) -an advance notice to communicate to potential bidders/contractors the government’s interest in specific research and development projects.

•Used as a market research by contracting officers

Summary -Types of Procurement Solicitations

The bid package contractors receive will most likely come in one of three forms: Request for Quote (RFQ)-request for information that may include price, but is not a binding contract or document. Negotiations present. SF26 is used for Award/Contract.

•Request for Proposal (RFP)-negotiated contract. There will be discussions, and the bidder may get the opportunity to change bid pricing, technical requirements, etc.

SF

33 is used, becomes a binding contract. Price and other factors determine the winner. Value>$150,000.

•Invitation for Bid (IFB)-advertised contract("Sealed bid”). No discussions. Bid package is considered complete for bidding purposes. The price is a major consideration, the low bid will get it. SF 33 is used, becomes a binding contract.

Value>$150,000.

Common Government Forms

•Standard Form 33, Solicitation, Offer and Award •Standard Form 1449, Solicitation / Contract / Order for Commercial Items •Standard Form 1447, Solicitation / Contract •Standard Form 18, Request for Quotation •Standard Form 26, Award / Contract •Standard Form 30, Amendment of Solicitation/Modification of Contract

More common forms that you may encounter in bidding on government work: Standard Form 33, Solicitation, Offer and Award-a solicitation/contract form used by the federal government not only to solicit offers but also to award a contract since it is a bi-lateral (i.e., two-signature) document. This means that the bidder signs the document and submits it to the government and, upon acceptance of the bid, the government signs the same document and a binding contract is established. This form is used for either sealed bids (IFB) or negotiated contracts (RFP) valued at $150,000 or more.

•Standard Form 1449, Solicitation /Contract/Order for Commercial Itemsexcept in circumstances where an electronic solicitation is used, SF 1449, Solicitation/Contract/Order for Commercial Items is the form used by the government to buy commercial items that are estimated to have a value under the simplified acquisition threshold ($150,000). It can also be used to ship and receive product.

•Standard Form 1447-Solicitation/Contract is used in connection with negotiated acquisitions when simplified acquisition procedures apply •May be used in lieu of Standard Form 26 or Standard Form 33

Standard Form 18, Request for Quotation– used by the government to obtain information and quotations, but the responses are not considered offers.

Typically used when simplified acquisition procedures will apply •May also be used for quotation requests that have an estimated value above $150,000 •Standard Form 26 is sometimes used to award a contract resulting from the use of Standard Form 18.

•Standard Form 26, Award/Contract-a form used by the federal government to award a contract, usually as the result of a RFQ. Both parties sign, but it requires references to the basic solicitation and/or other documents. In general, the SF26 and SF33 ask for similar information to be filled in, but the SF26 requires some certification information that is not required on the SF33.

•Standard Form 30, Amendment of Solicitation/Modification of Contract-a form used to amend a solicitation before it closes or modify a contract that has been awarded. Normally this form is filled out by the government and is then sent to the bidder or contractor for signature.

•SF 33, Solicitation, Offer and Award: RFP, value > $150,000 •SF 1449, Solicitation/Contract/Order for Commercial Items: commercial items, value < $150,000

•SF 1447, Solicitation/Contract, negotiated acquisitions, under $150,000.

•SF 18, Request for Quotation, typically for value <$150,000 •SF 26, Award/Contract •SF 30, Amendment of Solicitation/Modification of Contract

FACILITANDO COMERCIO es un Proyecto de la Agencia de los Estados Unidos para el Desarrollo Internacional

Part 2: Contract types

Part 2 Objectives

•Become familiar with factors affecting contract type selection.

•Learn two broad categories of contract types.

•Become familiar with major types of fixed-price contracts.

•Become familiar with major types of cost-reimbursement contracts.

•Become familiar with Definite and Indefinite Contracts.

•Become familiar with Time & Materials (T&M) and Labor-Hours, Firm-Fixed Price Level-of-Effort Contracts.

•Understand relationship between contract type and contractor risks.

Policies for Selecting Contract Types (FAR Part 16.102)

Some ground rules: Contracts resulting from sealed bidding must be firm-fixed-price or fixed-price with economic price adjustment.

•Contracts negotiated under FAR Part 15 (Contracting by negotiation) may be of any type or combination of types.

•The cost-plus-a-percentage-of-cost system of contracting can never be used.

•No contract may be awarded before the execution of any determination and findings (D&F’s) required by FAR Part 16.

Negotiating Contract Type (FAR 16.103)

•Selecting the contract type is generally a matter for negotiation and requires the exercise of sound judgment.

•Negotiating contract type and prices are closely related and should be considered together.

•The objective is to negotiate a contract type and price that will: –Result in reasonable contractor risk.

–Provide the contractor with the greatest incentive for efficient and economical performance.

Contract types vary accoring to

Profit1) The degree and timing of the responsibility assumed by the contractor or Feefor the costs of performance; and (2) The amount and nature of the profit incentive offered to the contractor for achieving or exceeding specified standards or goals Cost of performance

Factors that should be evaluated in selecting contract type

•Type and complexity of the requirement •Urgency of the requirement •Adequacy of the contractor's accounting system •Acquisition history •Contractor’s technical capability and financial responsibility •Extent and nature of proposed subcontracting •Competition

CONTRACTS UNIVERSE SELECTING CONTRACT TYPE IS A FUNTION OF RISK ALLOCATION

FIXED PRICE

FIRM FIXED PRICE •FIXED PRICE W/ ECONOMIC PRICE ADJUSTMENT •FIXED PRICE INCENTIVE •FIXED PRICE W/ PERSPECTIVE PRICE REDETERMINATION •FIXED CEILING PRICE •FIRM FIXED PRICE LEVEL OF EFFORT

COST REIMBURSEMENT

COST •COST SHARING •COST PLUS INCENTIVE FEE

•COST PLUS AWARD FEE

•COST PLUS FIXED FEE

•TIME & MATERIAL (T&M) •LABOR HOUR •LETTER

•INDEFINITE DELIVERY / INDEFINITE QUANTITY •DEFINITE QUANTITY •REQUIREMENTS

(COULD BE FP OR CR)

CHARACTERISTICS AND POLICY IMPLICATIONS

CHARACTERISTIC FIXEDPRICE COSTREIMBURSABLE

CONTRACTOR PROMISESHALL DELIVER BEST EFFORT CONTRACTOR COST RISKHILOW GOVERNMENT COST RISKLOWHI CASH FLOWUPONDELIVERYAS INCURRED PERFORMANCE PAYMENTMILESTONE METONLYIF INCENTIVES GOVERNMENT SURVEILLANCE EFFORTMINIMUMMAXIMUM FEE / PROFITNO LIMITSFEE LIMITS

Two broad categories of contract types

•Fixed-Price Category (FAR Part 16, Subpart 16.2)

–Firm price or, –Adjustable price constrained by a ceiling price and/or guided by a target price adjusted only by operation of contract clause

•Cost-Reimbursement Category (FAR Part 16, Subpart 16.3)

–Payment of allowable incurred costs –Contain a total cost estimate for the purpose of obligating funds and a ceiling that the contractor may not exceed –Used when circumstances don’t allow to clearly define requirements or when uncertainties in contract performance do not allow accurately estimate cost to use fixed-price contract.

–Contractor’s accounting system should be able to determine which costs belong to a given contract.

These categories describe financial contractual relationship.

Fixed-price contracts

•Firm-Fixed-Price •Fixed-Price Contracts with Economic Price Adjustment •Fixed-Price Incentive Contracts FAR 16.103 (b): A firm-fixed-price contract, which best utilizes the basic profit motive of business enterprise, shall be used when the risk involved is minimal or can be predicted with an acceptable degree of certainty. However, when a reasonable basis for firm pricing does not exist, other contract types should be considered, and negotiations should be directed toward selecting a contract type (or combination of types) that will appropriately tie profit to contractor performance.

Firm-Fixed-Price Contracts

•No adjustment to price on the basis of the contractor’s cost experience in performing the contract Fixed Price –Cost to Performance = Profit Profit /

Fee

Cost of

performance

Contractor absorbs 100% of cost variance through change in profit/fee.

Fixed-Price with Economic Price Adjustment (EPA) Contracts

•Adjustment to price on the basis of the contractor’s cost experience in pre-specified labor or material.

Fixed Price –Cost to Performance = Profit Profit /

Fee

Cost of

performance

Contractor absorbs 100% of

non

-EPA cost variance through change in profit or

loss.

EPA EPA

Fixed-Price Incentive Contracts

•Price is adjusted using a predetermined formula based of the contractor’s cost experience in performing the contract Price –Cost to Perform = Profit Profit /

Fee

Cost of

performance

Contractor absorbs less than

100

% of cost variance through change in profit or

loss.

Price has a ceiling.

Cost-Reimbursement Contracts

• Cost • Cost-Sharing • Cost-Plus-Fixed-Fee • Cost-Plus-Incentive-Fee • Cost-Plus-Award-Fee

Cost and Cost-Sharing Contracts

• Cost (FAR 16.302) –No fee –Contractor reimbursed for all of its allowable costs –Typically used for R&D work primarily with nonprofit educational institutions •Cost-Sharing (FAR 16.303) –No Fee –Contractor reimbursed only for an agreed-upon portion of its allowable costs

Cost-Plus-Incentive-Fee Contracts (FAR 16.304)

•Cost-reimbursement contract with an initially negotiated fee adjusted later by a formula based on the relationship of total allowable costs to total target costs Cost to USG = Cost to Perform + Fee Profit /

Fee

Cost of

performance

Contractor absorbs less than

100

% of cost variance through change in fee. Fee has guaranteed min and

max.

Max

Min

Cost-Plus-Award-Fee (FAR 16.305)

•A cost-reimbursement contract with a fee consisting of: –A base amount (which may be zero) fixed at inception of the contract –An award amount, based upon a judgmental evaluation by the Government, sufficient to provide motivation for excellence determined after performance

Cost-Plus-Fixed-Fee Contracts (FAR 16.306)

•No adjustment to price on the basis of the contractor’s cost experience in performing the contract Cost to USG = Cost to Perform + Fee Profit /

Fee

Cost of

performance

Contractor absorbs 0% of cost variance with NO change in fee and NO chance of loss.

•CPFF contracts can be Completionor Term.

•Completion:

–scope of work states a definite goal or target and specifies an end product.

–requires the contractor to complete and deliver the specified end productwithin the estimated cost, if possible, as a condition for payment of the entire fixed fee.

–in the event the work cannot be completed within the estimated cost, the Government may require more effort without increase in fee, provided the Government increases the estimated cost.

•Term:

–scope of work is in general terms and obligates the contractor to devote a specified level of effort for a stated time period.

–requires the contractor to expend a specified level of effort (LOE) –if the performance is considered satisfactory by the Government, the fixed fee is payable at the expiration of the agreed-upon period –renewal for further periods of performance is a new acquisition that involves new cost and fee arrangements.

•Cost-plus-fixed-fee (CPFF) contracts are also subject to limitations on the amount of the fixed fee, which generally cannot exceed 10% of the estimated cost (6% for architectural and engineering work; 15% for experimental, research, or development work).

Definite vs. Indefinite Contracts

•Definite Contracts –Defined delivery schedule & quantity •Indefinite Contracts (definite-quantity, requirements, ID/IQ) –Definite-Quantity -provide for the procuring activity to order a fixed quantity of supplies or services from the contractor over the term of the contract.Such contracts are used when the procuring activity knows that it will require a specific quantity of supplies or services that are regularly available or will be available after a short lead time.

Definite vs. Indefinite Contracts

•Indefinite Contracts (Cont’d)

–Requirements-in contrast, provide for the procuring activity to order all its “requirements” for supplies or services of the type provided for in the contract from the contractor during the term of the contract. If the procuring activity has no requirements for these supplies or services, it generally “owes” the contractor no orders. However, if the procuring activity has requirements and purchases them from another vendor or, in some cases, develops additional in-house capabilities to perform the work, it could potentially be found to have terminated the contract for convenience or even breached the contract.Requirements contracts are used when the government anticipates recurring needs for supplies or services, but cannot predetermine the precise quantities needed during a definite period.

These categories describe the delivery contractual relationship.

Can be any contract type.

•Indefinite Contracts (cont’d) –Indefinite-Quantity –

•stated min/max limits of supplies or services during a fixed period; •multiple award preference ID/IQ contracts are used when the government anticipates recurring needs but cannot specify the quantity needed.

•BUT an ID/IQ contract does not entitle the contractor to fill all the procuring activity’s needs for certain supplies or services. Rather, the contractor is assured of orders for only the “minimum quantity” of supplies or services specified in the contract.This quantity must be a “more than nominal amount.”*

These categories describe the delivery contractual relationship.

Can be any contract type.

Time & Material, Labor-Hours, Firm-Fixed-Price Level of Effort

•T&M -Supplies or services acquired on the basis of: –Direct labor hours at specified fixed hourly rates that include wages, overhead, general and administrative expenses, and profit; and –Actual cost for materials Used only when it is not possible to estimate accurately the extent or duration of the

work.

•Labor Hours –T&M without materials •Firm-Fixed-Price LOE -A specified level of effort, over a stated period of time, on work that can be stated only in general terms for a fixed dollar amount

How to select contract type?

•Risk Analysis –Low Risk –“Easy to estimate” type requirements •Contractors can be expected to accept Fixed Price with little “risk premium” •Subsequent Production, Commercial items, etc.

–High Risk –“Hard to estimate” type requirements •Contractors will price in “risk premium” for acceptable chance of breaking even on FFP; cost reimbursement contract will have higher chance of costing the Government less •R&D, Engineering Development, etc.

Selecting Contract Type

Cost Reimbursement

Extra-contractual incentives •Best Efforts •“Estimated” Cost & Fee Fixed •Paid per AllowableCosts & Payment (FAR 52.216-7) & fee schedule (completion vs. term ) •Allowable cost audit to close •Approved accounting system •No financing needed with AC&P clause paying

100

% cost every two weeks •Incremental funding (75% of obligation notification) •No warranties, its yours •Govtowns Contractor Acquired Property (CAP) •Work may be less well defined

Fixed Price

100% cost incentive •Deliver or default •Only fixed price stated in contract •Price paid at delivery per Contract Line Item Number (CLIN), SublineItem Number (SLIN), Exhibit Line Item Number (ELIN) in schedule •No cost audit required/desired •No accounting system required •Production, full funding required Latent defects, other warranties •Latent defects, warranties •Contractor owns Contractor Acquired Property •Work must be well defined

Allowable, Allocable and Reasonable Cost

•Allowable cost (FAR 31.201-2) –cost must be reasonable, allocable and in line with contract terms and conditions.

•Reasonable cost (FAR 31.201-3) -a cost is reasonable if, in its nature and amount, it does not exceed that which would be incurred by a prudent person in the conduct of competitive business.* •Allocable cost (FAR 31.201-4) -A cost is allocable if it is assignable or chargeable to one or more cost objectives on the basis of relative benefits received or other equitable relationship. Subject to the foregoing, a cost is allocable to a Government contract if it: –Is incurred specifically for the contract; –Benefits both the contract and other work, and can be distributed to them in reasonable proportion to the benefits received; or –Is necessary to the overall operation of the business, although a direct relationship to any particular cost objective cannot be shown.

What really matters when looking at cost realism?

•Who/What –Does the proposed process employ

•Acceptable labor/talent?

•Acceptable materials?

•Acceptable means of production?

•How many, in light of how fast –Are acceptable labor and materials provided in

•Acceptable labor matrix?

•Appropriate hours in light of schedule?

•Appropriate material quantities in light of final product weight/size?

•How much, in light of how many –Are unit prices reasonable within a relative range?

•Labor, materials, subcontracts (uncompensated overtime, qty discounts) •Component parts •Indirect costs (in total, NOT rate) •Profit

CHARACTERISTICS AND POLICY IMPLICATIONS

CHARACTERISTIC FIXEDPRICE COSTREIMBURSABLE

CONTRACTOR PROMISESHALL DELIVER BEST EFFORT CONTRACTOR COST RISKHILOW GOVERNMENT COST RISKLOWHI CASH FLOWUPONDELIVERYAS INCURRED PERFORMANCE PAYMENTMILESTONE METONLYIF INCENTIVES GOVERNMENT SURVEILLANCE EFFORTMINIMUMMAXIMUM FEE / PROFITNO LIMITSFEE LIMITS

FACILITANDO COMERCIO es un Proyecto de la Agencia de los Estados Unidos para el Desarrollo Internacional

Part 3: Bid analysis & compliance shred

Building the foundation

•Define what you do •Register in the System for Award Management (SAM), including the Dynamic Small Business Search (DSBS) •Develop a compelling small business profile and capability statement •Find contract opportunities •Government/firms use the North American Industry Classification System (NAICS) to identify products and services •DOD uses Federal Supply Group and Class (FSG/FSC) •D-U-N-S numbers are used to identify prospective vendors •Commercial and Government Entity (CAGE) code used to identify a contractor’s facility at a specific location

•The System for Award Management (SAM) is the primary source for agencies to learn about prospective vendors •It is a Government maintained database •A firm must register in SAM to participate as a seller in the Federal space (to be updated every 12 months) •Small firms should also maintain an updated Dynamic Small Business •Search (DSBS) profile as part of SAM

•Prepare a comprehensive Capability Statement outlining management, technical and business strengths –can help in developing a “line card “ or brochure •Statement should include: –Specific capabilities and skills –Past performance history, with specific projects and value of contracts –Awards and commendations –Resumes of key management and key technical staff •Seek feedback and refine accordingly •Will serve as an important foundational element in the preparation of •proposals that respond to government solicitations

Contract Pricing

•Contract pricing is an important aspect of procurement and an important component in developing a strategy to win federal contracts •COs are responsible for ensuring that agencies purchase supplies and services from responsiblesources at fair and reasonable prices •Firm is responsible for developing a contract pricing strategy that is reasonable, competitive, but profitable

Pricing Approach

•Product Pricing (typical formula) Material Costs + Labor Costs + Overhead Expenses + Profit •Service Pricing (typical formula) Hourly Overhead Expense + Hourly Wage + Profit

Allowable, Allocable and Reasonable Cost

•Allowable cost (FAR 31.201-2) –cost must be reasonable, allocable and in line with contract terms and conditions.

•Reasonable cost (FAR 31.201-3) -a cost is reasonable if, in its nature and amount, it does not exceed that which would be incurred by a prudent person in the conduct of competitive business.

•Allocable cost (FAR 31.201-4) -A cost is allocable if it is assignable or chargeable to one or more cost objectives on the basis of relative benefits received or other equitable relationship. Subject to the foregoing, a cost is allocable to a Government contract if it: –Is incurred specifically for the contract; –Benefits both the contract and other work, and can be distributed to them in reasonable proportion to the benefits received; or –Is necessary to the overall operation of the business, although a direct relationship to any particular cost objective cannot be shown.

Regulatory Guidance

FAR Part 15 –Negotiated Contracts •15.101 -Best value continuum •15.4 -Contract pricing •15.403 -Obtaining cost or pricing data •15.405 -Price negotiation •15.407 -Special cost or pricing data FAR Part 14 –Sealed Bid Contracts •14.201-8 -Price related factors •14.3 -Submission of bids •14.408 –Award •14.408-2 -Responsible bidder –Reasonableness of price FAR Part 13 –Simplified Acquisition Procedures

Uniform contract format

Uniform contract format contains four parts:

Part One

Section A –Solicitation/Contract Form (SF 33, SF26, SF18 or SF1447) •Section B –List of supplies & services to be acquired •Section C –Outlines or explains the statement of work •Section D –Describes packaging requirements •Section E –Specifies inspection and acceptance •Section F –Describes delivery and performance •Section H –Outlines any special provisions

Uniform contract format (Cont’d)

Uniform contract format contains four parts (Cont’d):

Part Two

Section I –Contract clauses

Part Three

Section J –List of attachments

Part Four

Section K –Representations, certifications and other statements of offerors •Section L –Instructions, conditions and notices to offerorsor respondents •Section M –Evaluation factors and award

Read the fine print

Find out the government's needs and specs.

First read sections Section B (Supplies or Services and Prices/Costs) in Part I and Section L(Instructions, Conditions and Notices to Offerors) in Part II.

–Read Sections B and Section L together to understand whether this is a product or service that you can provide, and whether you comply with the requirements.

Assess the evaluation factors.

Read Section L (Instructions, Conditions and Notices to Offerors) and Section M (Evaluation Factors for Award) in Part IV .

–You should read Section L first in conjunction with Section B and then read Section L in conjunction with Section M.

–Why? Because this will tell you which factors the government is going to use in evaluating the bids and making its decision for award (key personnel, technical capability, or financial or transportation resources).

Determine the general and specific requirements of the contract.

Review Section C (Description, Specifications and Work Statement) and Section J (List of Attachments) in Part I.

–Section C gives you the general specifications of what the government is looking for.

–Section J contains the attachments to the bid, which could include changes that affect the work statement in Section C.

–In general, Section C contains the general requirements for the contract, while Section J contains the specific requirements.

–Read both sections carefully and together!

Check out the technical and special requirements.

Read Section I (Contract Clauses) in Part II and Section H (Special Contract Requirements), Section D (Packaging and Marking), Section E (Inspection and Acceptance), Section F (Deliveries or Performance) and Section G (Contract Administration Data) in Part I.

•These sections provide all the technical requirements on which you will need to perform. Check Section D (Packaging requirements) carefully and, if necessary, work with someone knowledgeable in government packaging and marking.

Read the certification provisions.

Currently, you don't have to answer these reps and certs in each solicitation you respond to. You only need to certify that the data you put into ORCA is current or to indicate any changes necessary for the specific solicitation. However, read Part IV, Section K (Representations, Certifications and Other Statements of Offerors).

•In Section K contractors certify that they are a small, minority, or women-owned business; that they have not been debarred by the government; that they are an Equal Employment Opportunity business; and that you agree to certain other policies or programs of the government.

Building the foundation

•By using the purchasing power of the federal government, GSA helps cities and towns meet their mission while reducing costs and maximizing efficiency. Multiple authorized programs allow state and local governments to use GSA Schedules for select goods and services: –Cooperative purchasing –a variety of Information Technology products and services, as well as security and law enforcement products and services, are available through Schedule 70 and Schedule 84.

–Disaster purchasing -items can be purchased directly from Schedule contractors to aid in recovery from Presidentially-declared major disasters or acts of terrorism.

–Public health emergencies -goods and services can be purchased from all Schedules, using federal grants, in direct response to HHS declared public health emergencies.

IT Schedule 70 Overview

IT Schedule 70 Features ID/IQ contracting vehicle to procure IT commercial products & services •Leverages full buying power of federal government to negotiate ceiling prices, and empowers our customers to obtain deeper discounts •Est. 85% of all contracts held by Small Businesses. More than 40% of all IT Schedule 70 Sales by Customer Agencies are with Small Business •Enable agencies to meet socioeconomic goals •Available to state/local under certain authorities •Small Business Set-Asides are now available on Federal Supply Schedule

IT Schedule 70 Overview

IT Schedule 70 Offerings Software Licenses •IT Equipment (Sales or Lease) •IT Training Courses •IT Professional Services •E-Commerce Services •Wireless Services •Satellite Services •Identity and Access Management Products and Services: Digital Certificates HSPD-12 Products and Services •Cloud based computing

IT Schedule 70-Special Item Numbers (SINs)

IT Schedule 70-Special Item Numbers (SINs)

Software:

132 32 -Term Software Licenses •132 33 -Perpetual Software Licenses

Hardware:

•132 8 -Purchase of Equipment •132 9 -Purchase of Used/Refurbished Equipment •132 99 -Introduction of New Information Technology Services and/or Products

IT Schedule 70-Special Item Numbers (SINs)

Services:

132 3 -Leasing •132 4 -Short Term Rental •132 12 -Maintenance of Equip./Repair •132 34 -Maintenance of Software as a Service

•132 40 Cloud Computing Services -SUBJECT TO COOPERATIVE PURCHASING*

•132 50 -Training Courses •132 51 -IT Professional Services •132 52 -E-Commerce Services •132 53 -Wireless Services •132 54 -Commercial Satellite Communications (COMSATCOM) TranspondedCapacity •132 55 -Commercial Satellite Communications (COMSATCOM) Subscription Services

IT Schedule 70-Special Item Numbers (SINs)

Services:

132 60A -Electronic Credentials, Not Identity Proofed •132 60B –Electronic Credentials, Identity Proofed •132 60C -Digital Certificates, including ACES •132 60D -E-authentication Hardware Tokens •132 60E -Remote Identity & Access Managed Service Offering •132 60F -Identity & Access Management Professional Services •132 61 -Public Key Infrastructure (PKI) Shared Service Provider (SSP) •132 62 -Prog. HSPD-12 Product and Service Components •132 100 -Ancillary Supplies and/or Services

Preparing the IT Schedule 70 eOffer–Required Information

Preparing the IT Schedule 70 eOffer–Required Information •Evaluation Factors •SF1449

•Vendor Response Document •Commercial Pricelist •Production Point •Commercial Sales Practices Format (CSP-1) •Labor Category Matrix (services only) •Proposed Economic Price Adjustment (EPA) Mechanism •Proposed Price List (Offered Pricing) •Open Ratings Past Performance Evaluation

Foreign vendors (see Section 27 of Solicitation Document/Refresh 35)

FOREIGN VENDORS (Section 27 in Solicitation Document-Refresh Number 35)

Offerorsfrom foreign countries are obligated to the same rules and regulations as domestic offerors, however there are some minor differences.

•The requirements for Foreign Vendors include but are not limited to the items listed below.

The list is simply an aid and may not be complete. Additional documentation or certifications may be required by the Contracting Officer at anytime.

•Foreign Vendors: –Must submit a Small Business Plan only if the offerorhas physical offices located with the United States. -Are still obligated to obtain a DUNS # –Must submit all prices in US Dollars –Must perform the currency conversion at the time the order is placed –Be TAA compliant

Foreign vendors (see Section 27 of Solicitation Document/Refresh 35)

FOREIGN VENDORS (Section 27 in Solicitation Document-Refresh Number 35) –cont’d.

•Please read the entire Solicitation for the full list of requirements for Foreign Vendors.

If you are a Foreign Company trying to do business with the General Services Administration using eOffer/eModand need a digital certificate, follow the instructions below: –Complete the application on the http://aces.orc.com/ site for a "Aces Business Representative Certificate". Complete the Aces Business Representative application. The form does not currently accept foreign addresses, so in the field for the address put Virginia, 22030, United States. In the text box below put the actual foreign address.

Submit the form and print the documents to be notarized.

•Then have the form notarized through one of the following methods: –Go to a US Embassy and have the documents notarized.

–If you are in the US go to any notary, or they can to go the ORC office and have the documents reviewed.

Documentation requirements to be completed directly through the eOffer application (refresh # 35)

The following documentation requirements are completed directly through the eOfferapplication: 1. Pathway to Success completion verification 2. Active System for Award Management (SAM) registration verification

3.

Small Business Subcontracting Plan (if applicable) 4. Commercial Sales Practices (CSP) disclosure

Documents to be uploaded to the eOfferapplication (refresh # 35)

The Offerormust complete and upload the following documents to the eOffer application: 1. Readiness Assessment for Prospective Offerors 2. Financial Statements (for the previous 2 years)

3.

Previous Multiple Award Schedules (MAS) Program cancellations and rejections, pending offers for other Schedule contracts, and awarded Schedule contracts 4. Agent Authorization Letter (if applicable) (5) Technical Proposal

5.

Price Proposal Template 6. Supporting Pricing Documentation 7. Price Narrative

8.

Commercial Price List or Market Rate Sheet (if applicable)

Evaluation Factors

All offers must address the following evaluation factors:

Factor 1: Financial Responsibility Determination •Factor 2: Corporate Experience •Factor 3: Past Performance •Factor 4: Project Experience for SINs 132 51 and 132 60f •Factor 5: Project Experience for SINs 132 54 and 132 55 •Factor 6: Information Assurance Minimum Security Controls Compliance for SIN 132 54, Commercial Satellite Communications (COMSATCOM) Transponded Capacity, and SIN 132 55, Subscription Services •Factor 7: Price

SF1449 & Vendor Response Document

SF1449

Complete Blocks 12, 17, 23, 24 •Sign and date the form Vendor Response Document Complete all Clauses •Provides a Supporting Documentation Checklist

Commercial Pricelist & Production Point

Commercial Pricelist

Submitted by Offerorswho utilize a commercial pricelist as part of their business practices/policies Production Point Location where “End Product” was manufactured –Establishes Trade Agreement Act Compliance –FAR Subpart 25 –Not applicable to Services

Commercial Sales Practices Format (CSP-1)

Prepared for each SIN offered and must provide:

Sales to the general public –12-month period •Projected Sales under this contract •Discounting Policies or Standard CSP –Matrix of Customers and Discounts –Narrative description

Labor Category Matrix Template

Best rate (lowest price) price and skill/experience matrix

Provide as many of your best contracts (lowest priced) for comparison purposes •Rates offered to the Government should NOT be higher than best (lowest) rates under any of specified contracts.

•Blending of rates is not allowed.

•Specify the lowest hourly rate at which a given labor category has been sold. Specify the name and the contract number of referenced Government/commercial contract.

•Carefully specify education degree requirements, if a certain degree can be substituted by a given number of years of professional experience specify these conditions.

•If you have a commercial catalog pricelist included it. If you don’t then include in submission pages from specified contracts.

Labor Category Matrix Template

Commercial labor category Min.general experience Functional responsibility Educational requirement Contract #1Contract #nMFC Rate w/o IFF GSA Rate w/o IFF

Program manager 10 yearsSpecify function, not duties (detailed)

MS in computer science $___/hr.$___/hr.

Jr.systems engineer 2 yearsBS incomputer science Mid.systems engineer 5 years BSin computer science

December 17 2015 –Cont’d

Where to find contract announcements?

Contract award announcements can be found in three places:

About 80% of over-$25,000 contract awards are announced at www.FedBizOpps.gov or www.fbo.gov.

•Most $25,000 awards are published by the Federal Procurement Data Center, but 6 months after the fact (www.fpds.gov).

•Award information for any size procurement is available under FOIA.

Economic Price Adjustment (EPA)

Economic Price Adjustment (EPA) Mechanism includes 3 Types:

1. For Contracts Based on a Commercial Pricelist 2. For Contracts Not Based on a Commercial Pricelist: Escalation Rates 3. For Contracts Not Based on a Commercial Pricelist: Market Indicator GSAR 552.216-70 and I-FSS-969 Economic Price Adjustment Clauses

Multiple Award Schedules

•GSA offers consolidated contracting to negotiate better prices and reduce administrative costs for Government agencies.

•GSA pre-negotiates prices and terms with Industry Partners and awards a contract under the MAS program.

•Contractor does not sell to GSA, but uses GSA mechanism that allows participating Government agency to purchase contractor’s products or services.

•In order to succeed as a GSA MAS contractor, you must be properly prepared and positioned for success.

GSA Contracting Success Factors:

Factors that will increase probability of success as a GSA MAS contractor: 2 years of experience in federal contracting either as a prime or subcontractor; •Contacts and relationships within the federal contracting community; •Working with a mentor who is a successful GSA MAS contractor; •Attending GSA seminars and workshops on contracting; and •Investing between $80K-$130K to find and manage your initial government contract.

GSA MAS in Figures:

•80% of GSA MAS contracts go to small businesses; •More than $40B flows through GSA Schedule contracts every year; •In FY10, approximately 90% of government needs were procured outside GSA Schedule contracts; •GSA had over 19,000 Schedule contracts in FY11; •Approximately 40% of the 19,000 GSA Schedule contracts win government business; •About 5% of the GSA Schedule contracts win 80% of the business; •The median time to first award is between 8-9 months and in general, awards for more complex products and services take more time than awards for selling commodity type products.

Opportunities for MAS contractors

Substantial opportunities become available to MAS contractors:

–Government’s premier commercial acquisition program –Mirrors commercial buying practices –A fast, easy and effective contracting vehicle –Complies with all the rules and regulations –Allows “Total Solutions” through Contractor Teaming Arrangements –Estimated $38.6 billion in GSA Schedule sales –Dependable and reliable business –Being a part of a popular commercial acquisition program –Innovative business solutions developed to meet customer needs –Can help achieve reduction in costs in selling to the government

List og GSA Schedules

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GSA Fe d e ral Acq u isit io n Se r v ice

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SourceDescription

BPAMAS Blanket Purchase Agreements (BPAs) - In order to support agencies with their strategic sourcing requirements, GSA is developing a number of MAS Blanket Purchase Agreements for selected commodities and services. These BPAs can be used by all agencies to fulfill requirements. MAS BPAs leverage the government's buying power and achieve significant cost savings through the aggregating of federal demand.

Click here for info on BPA ordering procedures.

00CORPThe Professional Services Schedule (PSS) - The Professional Services Schedule (PSS) enables Federal agencies to procure a wide variety of professional services using a single Schedule contract.

03FACFACILITIES MAINTENANCE AND MANAGEMENT - GSA offers a vast array of innovative, customer-focused facilities products and services. Facilities Maintenance and Management, Schedule number 03FAC, is a Multiple Award Schedule that provides federal agencies a streamlined procurement device to acquire all of the services necessary to maintain and manage a facility.

23 VAUTOMOTIVE SUPERSTORE - GSA purchases many types of new vehicles and vehicle related products for government agencies and DoD. Use AutoChoice to purchase: Alternative fuel vehicles; Ambulances; Buses; Light trucks; Light trucks - vocational; Medium and heavy trucks; Sedans; Wheelchair vans; Wreckers and carriers.

When using this schedule, you can access vendors directly to place an order for vehicles or accessories or you can contact GSA to place the order on your behalf! More information on these options is available through our CARS line at 703-605-CARS (2277). The following vehicles and accessories are available under GSA Schedule: Aerial Devices and Digger/Derricks; Construction Equipment, Road and Snow Maintenance; Fire Trucks; Low Speed Vehicles (Gas or Electric); Mobile Command Centers; Remanufactured Engines; Snow Maintenance Equipment; Tankers; Tires; Trailers; Trash Collectors and Recycling Vehicles; Truck Bodies; and Vehicle Accessories and Equipment.

36THE OFFICE, IMAGING AND DOCUMENT SOLUTION

48TRANSPORTATION, DELIVERY AND RELOCATION SOLUTIONS

51 VHARDWARE SUPERSTORE - Includes Household and Office Appliances; Commercial Coatings, Adhesives, Sealants and Lubricants; Hardware Store Catalog and Store Front; Lawn and Garden Equipment, Machinery and Implements; Rental and Leasing (as pertains to products offered under this schedule); Tools, Tool Kits, Tool Boxes; Woodworking and Metal Working Machinery; All Parts and Accessories Related to Products Offered Under This Schedule.

56BUILDINGS AND BUILDING MATERIALS/INDUSTRIAL SERVICES AND SUPPLIES - This Schedule provides a full range of commercial products and services covering such areas as buildings and building materials/industrial services and supplies. In addition, this program

1 2 / 1 7 / 1 5 5 :0 9 AMGSA eLibr ar y Sch ed u l es Li st

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offers energy saving building supplies, alternative energy solutions, and related services.

58 IPROFESSIONAL AUDIO/VIDEO TELEMETRY/TRACKING, RECORDING/REPRODUCING AND

SIGNAL DATA SOLUTIONS

599TRAVEL SERVICES SOLUTIONS -

Click here to view GSA BPAs for Emergency Lodging Services

621 IPROFESSIONAL AND ALLIED HEALTHCARE STAFFING SERVICES

621 IIMEDICAL LABORATORY TESTING AND ANALYSIS SERVICES

65 I BPHARMACEUTICALS AND DRUGS - Includes Antiseptic Liquid Skin Cleansing Detergents and Soaps, Dispensers and Accessories.

65 II AMEDICAL EQUIPMENT AND SUPPLIES

65 II CDENTAL EQUIPMENT AND SUPPLIES

65 II FPATIENT MOBILITY DEVICES - Includes Wheelchairs, scooters, walkers.

65 V AX-RAY EQUIPMENT AND SUPPLIES - Includes medical and dental x-ray film.

65 VIIINVITRO DIAGNOSTICS, REAGENTS, TEST KITS AND TEST SETS

66SCIENTIFIC EQUIPMENT AND SERVICES - Test and Measurement Equipment, Unmanned Scientific Vehicles; Laboratory Instruments, Furnishings and LIMS; Geophysical and Environmental Analysis Equipment; and Mechanical, Chemical, Electrical, and Geophysical Testing Services

66 IIICLINICAL ANALYZERS, LABORATORY, COST-PER-TEST

67PHOTOGRAPHIC EQUIPMENT - CAMERAS, PHOTOGRAPHIC PRINTERS AND RELATED

SUPPLIES & SERVICES (DIGITAL AND FILM-BASED)

70GENERAL PURPOSE COMMERCIAL INFORMATION TECHNOLOGY EQUIPMENT, SOFTWARE,

AND SERVICES - Pursuant to Section 211 of the e-Gov Act of 2002, Cooperative Purchasing provides authorized State and local government entities access to information technology items offered through GSA's Schedule 70 and the Corporate contracts for associated special item numbers. Contracts with the COOP PURC icon indicate that authorized state and local government entities may procure from that contract.

71FURNITURE

71 II KCOMPREHENSIVE FURNITURE MANAGEMENT SERVICES (CFMS)

72FURNISHING AND FLOOR COVERINGS

73FOOD SERVICE, HOSPITALITY, CLEANING EQUIPMENT AND SUPPLIES, CHEMICALS AND

SERVICES - offers a variety of cleaning equipment and accessories, and cleaning products for daily cleaning - products that keep facilities clean in an environmentally friendly manner. Housing Managers and Facility Managers will enjoy the full range of Hospitality Solutions under this Schedule. In addition, all food service needs from eating utensils to an entire custom designed food court kiosk concept that supports new branding initiatives are available.

736TEMPORARY ADMINISTRATIVE AND PROFESSIONAL STAFFING (TAPS) - Temporary Administrative and Professional Staffing Services

738 XHUMAN RESOURCES & EQUAL EMPLOYMENT OPPORTUNITY SERVICES

75OFFICE PRODUCTS/SUPPLIES AND SERVICES AND NEW PRODUCTS/TECHNOLOGY -

List og GSA Schedules –Schedule 70

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GSA Fe d e ral Acq u isit io n Se r v ice

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For general questions, contact: IT Schedule 70 Helpline (Sunday 8:00pm- Friday 8:30pm) Phone: (855) 482-4348 E-mail: ITCSC@gsa.gov

70

GEN ERAL PURPOSE COM M ERCI AL I N FORM ATI O N TECH N OLOGY EQUIPM EN T,

SOFT W ARE, AND SERV I CES - Pursuant to Section 211 of the e-Gov Act of 2002, Cooperative Purchasing provides authorized State and local government entities access to information technology items offered through GSA's Schedule 70 and the Corporate contracts for associated special item numbers. Contracts with the COOP PURC icon indicate that authorized state and local government entities may procure from that contract.

70 Category list:

- Categ or i es -

Download Contractors (Excel)

Category Description

132 100Ancillary Supplies and/or Services - SUBJECT TO COOPERATIVE PURCHASING - Ancillary supplies and/or services are support supplies and services which are not within the scope of any other SIN on this schedule. These supplies and/or services may only be ordered in conjunction with or in support of supplies and/or services purchased under another SIN(s) in this solicitation to provide a solution to a customer requirement. This SIN may be used for orders and blanket purchase agreements that involve work or a project that is solely associated with the supplies and/or services purchased under this schedule. This SIN EXCLUDES purchases that are exclusively for supplies and/or services already available under another schedule and is limited to information technology (IT) products and/or services.

Special Instructions: The work performed under this SIN shall be associated with existing SINs that are part of this schedule. Ancillary supplies and/or services shall not be the primary purpose of the work ordered, but be an integral part of the total solution offered. Ancillary supplies and/or services may only be ordered in conjunction with or in support of supplies and/or services purchased under another SIN in this schedule. Contractors may be required to provide additional information to support a determination that their proposed ancillary supplies and/or services are commercially offered in support of one or more SINs under this schedule.

Note: Commercially available products under this solicitation may be covered by the Energy Star or Electronic Product Environmental Assessment Tool (EPEAT) programs. Applicable EPEAT-registered products are available at the Bronze level or higher.

132 40Cloud Computing Services - SUBJECT TO COOPERATIVE PURCHASING - Includes

List og GSA Schedules –Schedule 70 –SIN 132.51

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GSA Fe d e ral Acq u isit io n Se r v ice

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For general questions, contact:

I T Sch e d u l e 7 0 H e l p l i n e ( Su n day 8 : 0 0 p m- Fr i day 8 : 3 0 p m )

Phone: (855) 482-4348 E-mail: ITCSC@gsa.gov

70GENERAL PURPOSE COMMERCIAL INFORMATION TECHNOLOGY EQUIPMENT, SOFTWARE, AND

SERVICES Services

Category Description

1 3 2 5 1

Information Technology Professional Services - SUBJECT TO COOPERATIVE PURCHASING Includes resources and facilities management, database planning and design, systems analysis and design, network services, programming, conversion and implementation support, network services project management, data/records management, and other services relevant to 29CFR541.400.

3542 contractors

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Display:

Al l So ci o -Eco n o m i c In d i cator s Sm al l Bu siness Wo man Ow n ed Bu siness Wo men Own ed (WOSB)

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Search Contractor T&Cs/Pricelist

Contractor Contract #PhoneCity, State Socio- Economic

Contractor T&Cs /PricelistView Catalog

'APPS' CONSULTANTS INC., THE

GS-35F-

434CA

3036533931

CENTENNIAL ,

CO

s/w/wo

1 SOURCE CONSULTING,

INC.

GS-35F-

406AA

301 916-0050 GERMANTOWN

MD

s/v/d

1ST ALL FILE RECOVERY USA

GS-35F-

106AA

800-822-8178SHAKER HEIGHTS

OH

s

2020 COMPANY, LLC

GS-35F-

0345M

703-712-4171 FALLS C HURCH

VA

o

22ND CENTURY

TECHNOLOGIES INC.

GS-35F-

0579T

8005178408

SOMERSET ,

NJ

s/d/8a

24 HOUR DATA, LLC

GS-35F-

020DA

866-598-3282

PLANO ,

TX

s

24X7SYSTEMS, INC.

GS-35F-

485CA

404-229-7952

ALPHARETTA ,

GA

s/d/8a

270 WEB, INC.

(DBA: 270NET TECHNOLOGIES)

GS-35F-

0719R

3016636000 X117

FREDERICK ,

MD

s/v

2NDWAVE LLC

GS-35F-

403AA

202-741-0232 WASHINGTON

DC

s/dv/d

2PIXELS, LLC

GS-35F-

317CA

703-471-2807

CHANTILLY ,

VA

s/w/wo/ew/d

3D FITNESS, INC.

GS-35F-

267CA

8665052073

PATERSON ,

NJ

s/w/wo/h

1 2 / 1 7 / 1 5 5 :1 6 AMGSA eLi b r ar y Co ntractor Li stin g

Pag e 2 of 1 4 9http:/ / w w w.g sael i b r ar y.g sa.g o v/Eli b Mai n / si nDetai l s.d o ?ex ecuteQu er y= YES&sch ed u l eNu m b er = 7 0 &f l ag = &f i lter = &sp eci al Item Nu m b er = 1 3 2 + 5 1

3DI, INC.

GS-35F-

291AA

7142571100

BREA ,

CA

s/d/8a

3E TECHNOLOGIES

INTERNATIONAL, INC.

GS-35F-

0380X

301-944-1293

ROCKVILLE ,

MD

o

3G FEDERAL SOLUTIONS LLC

GS-35F-

412CA

7034776586

STAFFORD ,

VA

s/d

3LINKS TECHNOLOGIES, INC

GS-35F-

0336V

(301)588-8292 SILVER SPRING

MD

s/dv/d/8a

3M COGENT, INC.

GS-35F-

0763J

(703) 483-4603

PASADENA ,

CA

o

3M COMPANY

GS-35F-

4002G

(801) 265-4619

SAINT PAUL ,

MN

o

3SL, INCORPORATED

GS-35F-

0008V

2569719500

HUNTSVILLE ,

AL

s

3T INTERNATIONAL INC

GS-35F-

0883R

7032554616

VIENNA ,

VA

s

4LIBERTY INC.

GS-35F-

229AA

(619)894-4548

SAN DIEGO ,

CA

s/dv

4M RESEARCH, INC.

GS-35F-

047CA

256-319-4646

HUNTSVILLE ,

AL

s/w/wo

4TELL SOLUTIONS LLC

GS-35F-

0174W

(207)828-7900

PORTLAND ,

ME

s

5D INFORMATION

MANAGEMENT, INC

GS-35F-

0543T

613-256-2179

BRAINTREE ,

MA

o

5X TECHNOLOGY, LLC

GS-35F-

0412U

858-777-1650

SAN DIEGO ,

CA

s/dv

6E TECHNOLOGIES, LLC

GS-35F-

0065Y

303-818-4971

BROOMFIELD ,

CO

s/w/d

6K SYSTEMS, INC.

GS-35F-

0883N

703-724-1320

RESTON ,

VA

s/d

8 CONSULTING LLC

GS-35F-

328CA

703-307-0902

ARLINGTON ,

VA

s/h

911 ETC, INC

GS-35F-

0585N

(480)719-8555

GOODYEAR ,

AZ

s

A & T SYSTEMS, INC.

GS-35F-

4003D

301-384-1425

X343

SILVER SPRING

MD

s/d

A BETTER SOLUTION, INC.

GS-35F-

0164X

(770) 252-1500

CONLEY ,

GA

s/d

A P VENTURES, LLC

GS-35F-

281CA

301-760-7276

COLUMBIA ,

MD

s/w/wo/d/8a

A SQUARE GROUP LLC

GS-35F-

0636Y

3017701400

ROCKVILLE ,

MD

s/w/wo/ew/d

A+ GOVERNMENT SOLUTIONS, LLC

GS-35F-

0565T

5713885678

ARLINGTON ,

VA

s/d/8a

A-B COMPUTER SOLUTIONS, INC.

GS-35F-

0593T

985-624-3092

MANDEVILLE ,

LA

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A-TEK INC

GS-35F-

0680K

703-443-6900ELLICOTT CITY

MD

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A.B. CLOSING CORPORATION

GS-35F-

245BA

407-243-6008

ORLANDO ,

FL

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List og GSA Schedules –Schedule 70 –SIN 132.51

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Contract #:GS-35F-434CA Contractor:'APPS' CONSULTANTS INC., THE Address:6909 S HOLLY CIR STE 350 CENTENNIAL, CO 80112-1075

Phone:3036533931 E-Mail:kiran@appsconsultants.com Web Address:http://www.appsconsultants.com DUNS:608599358

NAICS:541519

Socio-Economic :

Small business Woman Owned business Women Owned (WOSB)

EPLS :

Contractor not found on the Excluded Parties List System Govt. Point of Contact: Nicole Davis Phone: 202-579-5189 E-Mail: nicole.davis@gsa.gov

Contract Clauses/Exceptions:

View the specifics for this contract

SourceTitle Contract Number

Contractor T&Cs /Pricelist Contract End DateCategory View Catalog

70

GENERAL PURPOSE COMMERCIAL INFORMATION TECHNOLOGY EQUIPMENT, SOFTWARE, AND SERVICES

GS-35F-434CAJul 21, 2020 132 51

List og GSA Schedules –Schedule 70 –SIN 132.51

1

GENERAL SERVICES ADMINISTRATION

Federal Supply Service

Authorized Federal Supply Schedule Price List

On-line access to contract ordering information, terms and conditions, up-to-date pricing, and the option to create an electronic delivery order are available through GSA Advantage! ®, a menu-driven database system. The INTERNET address of GSA Advantage! ® is: GSAAdvantage.gov.

I NFORM ATI ON TECHNOLOGY SCHEDULE PRI CELI ST GENERAL PURPOSE COMMERCI AL I NFORMATI ON TECHNOLOGY EQUI PMENT, SOFTW ARE AND SERVI CES

FSC Group 70

Contract Number – GS-35F-434CA For more information on ordering from Federal Supply Schedules click on the FSS Schedules button at fss.gsa.gov.

Contract Period – July 21, 2020

Contractor: Apps Consult ant s I NC.

6909 S Holly Circle, Suite 350 Centennial, CO 80112 Telephone: 303-502-5407 www.appsconsultants.com TIN: 20-3438287

Sm all Business, W omen Ow ned, M inorit y Ow ned

1. Awarded SINs – 132 51 IT Professional Services

1b. Identification of the lowest priced model number and lowest unit price for that model for each special item number awarded in the contract. This price is the Government price based on a unit of one, exclusive of any quantity/dollar volume, prompt payment, or any other concession affecting price. Those contracts that have unit prices based on the geographic location of the customer, should show the range of the lowest price, and cite the areas to which the prices apply.

See Appendix A

1c. If the Contractor is proposing hourly rates, a description of all corresponding commercial job titles, experience, functional responsibility and education for those types of

2

employees or subcontractors who will perform services shall be provided. If hourly rates are not applicable, in di c ate “N o t applicable” for this it em.

See Appendix B

2. Maximum Order –$500,000

3. Minimum Order - $100

4. Geographic Coverage – 48 Contiguous States

5. Point(s) of Production – United States of America

6. Discount from List Prices: Prices shown are NET prices; Basic Discounts have been deducted.

7. Quantity Discount – Additional 3.0% on orders of $150,000 or more

8. Prompt payment terms – None Credit Card Discount terms – None

9a. Government Purchase cards accepted at or below micro purchase threshold – Yes

9b. Government Purchase cards accepted above micro purchase threshold – Yes

10. Foreign Items – None

11a. Time of delivery – Negotiated at the task order level

11b. Expedited delivery – Negotiated at the task order level

11c. Overnight and 2-day delivery - Negotiated at the task order level

11d. Urgent Requirements - Negotiated at the task order level

12. F.O.B. point(s) – Destination

13a. Ordering address(es) – 6909 S. Holly Circle, Suite 350 Centennial CO 80112

13b. Ordering procedures – Kiran Pingali, 6909 S. Holly Circle, Suite 350 Centennial CO 80112

14. Payment address(es) – 6909 S. Holly Circle, Suite 350 Centennial CO 80112

15. Warranty Provision – Standard Commercial Warranty

16. Export Packing Charges – None

3

17. Terms and conditions of Government purchase card acceptance – Accepted for above, at or below the micro purchase threshold.

18. Terms and conditions of rental, maintenance, and repair – None

19. Terms and conditions of installation – None

20. Terms and conditions of repair parts indicating date of parts price lists and any discounts from list prices – None

20a. Terms and conditions for any other services – See Appendix C

21. List of service and distribution points – None

22. List of participating Dealers – None

23. Preventative maintenance – None

24a. Special attributes such as environmental attributes – None

24b. Section 508 – Not Applicable

24. Data Universal Number System (DUNS) number – 608599358

25. Notification regarding registration in System for Award Management (SAM) database - Active

List og GSA Schedules –Schedule 70 –SIN 132.51

4

Appendix A 132 51 Pricing

Apps Consult ant s I NC Labor Rates

SIN Service UOM Rate CY1 Rate CY2 Rate CY3 Rate CY4 Rate CY5 132 51 Program Manager Hour $92.00 $95.31 $98.74 $102.30 $105.98 132 51 Project Manager Hour $110.00 $113.96 $118.06 $122.31 $126.72 132 51 Sr. ERP Analyst/ Designer Hour $120.00 $124.32 $128.80 $133.43 $138.24 132 51 Sr. ERP Product Specialist Hour $140.00 $145.04 $150.26 $155.67 $161.28 132 51 Senior Functional Specialist Hour $120.00 $124.32 $128.80 $133.43 $138.24 132 51 Subject Matter Expert - Level 1 Hour $90.00 $93.24 $96.60 $100.07 $103.68

5

Appendix B

Labor Category Descript ions

Apps Consultants Inc. offers the following Labor Category Descriptions to support the effort contemplated herein.

Program Manager

Education: Bachelor’s De gree.

Basic Experience: A minimum of 12 years of experience with at least 8 years of experience managing IT programs.

Responsibilities: The Program Manager has a broad range of information technology experience including planning, architecture, systems delivery, computer operations, and IT management. The Program Manager understands the business benefits of the IT projects for which he/she is responsible and views IT as an enabler of the overarching program. The Program Manager is comfortable overseeing multiple projects, which are part of a single major program at the same time. He/she will have Senior Managers responsible for day-to-day project activities. Additional experience includes: communication with client and project managers, as well as management of multiple projects. The Senior Program Manager is used to addressing unstructured management problems in an efficient and effective manner.

Responsibilities include managing overall program activities and advise to client executives.

Works through Senior Program Manager and Senior Manager to assume responsibility for overall project delivery. A Program Manager communicates regularly with the Government Contracting Office (CO) and delegated government representatives.

Proj ect Manager

Education: Bachelor’s De gree.

Basic Experience: A minimum of 10 years of experience (or equivalent combination of education and experience) with at least 7 years of experience managing IT projects.

Responsibilities: Performs day-to-day management of assigned delivery order projects that involve teams of data processing and other information system and management professionals who have previously been involved in analyzing, designing, integrating, testing, documenting, converting, extending, and implementing automated information and telecommunications systems. Demonstrates proven skills in those technical areas addressed by the delivery order to be managed. Organizes, directs, and coordinates the planning and production of all activities associated with assigned delivery order projects. Demonstrates writing and oral communication skills.

8

1 . SCOPE

a. The prices, terms and conditions stated under Special Item Number 132-51 Information Technology Professional Services apply exclusively to IT Professional Services within the scope of this Information Technology Schedule.

b. The Co n tractor sh all provide s e rvices at the Co n tractor’s fa cility and/or at the or der i ng activity location, as agreed to by the Contractor and the ordering activity.

2 . PERFORMANCE I NCENTI VES I - FSS- 6 0 Performance I ncent ives ( April 20 00 )

a. Performance incentives may be agreed upon between the Contractor and the ordering activity on individual fixed price orders or Blanket Purchase Agreements under this contract.

b. The ordering activity must establish a maximum performance incentive price for these services and/or total solutions on individual orders or Blanket Purchase Agreements.

c. Incentives should be designed to relate results achieved by the contractor to specified targets. To the maximum extent practicable, ordering activities shall consider establishing incentives w h ere performance is critical to the ordering activity’s mission and incentives ar e likely to motivate the contractor. Incentives shall be based on objectively measurable tasks.

3 . ORDER

a. Agencies may use written orders, EDI orders, blanket purchase agreements, individual purchase orders, or task orders for ordering services under this contract. Blanket Purchase Agreements shall not extend beyond the end of the contract period; all services and delivery shall be made and the contract terms and conditions shall continue in effect until the completion of the order. Orders for tasks which extend beyond the fiscal year for which funds are available shall include FAR 52.232-19 (Deviation – May 2003) Availability of Funds for the Next Fiscal Year. The purchase order shall specify the availability of funds and the period for which funds are available.

b. All task orders are subject to the terms and conditions of the contract. In the event of conflict between a task order and the contract, the contract will take precedence.

4 . PERFORMANCE OF SERVI CES

a. The Contractor shall commence performance of services on the date agreed to by the Contractor and the ordering activity.

b. The Contractor agrees to render services only during normal working hours, unless otherwise agreed to by the Contractor and the ordering activity.

c. The ordering activity should include the criteria for satisfactory completion for each task in the Statement of Work or Delivery Order. Services shall be completed in a good and workmanlike manner.

d. Any Contractor travel required in the performance of IT Services must comply with the Federal Travel Regulation or Joint Travel Regulations, as applicable, in effect on the date(s) the

List og GSA Schedules –Schedule 70 –SIN 132.51

10

7 . RESPONSI BI LI TI ES OF THE CONTRACTOR

The Contractor shall comply with all laws, ordinances, and regulations (Federal, State, City, or otherwise) covering work of this character. If the end product of a task order is software, then FAR 52.227-14 (Dec 2007) Rights in Data – General, may apply.

8 . RESPONSI BI LI TI ES OF THE ORDERI NG ACTI VI TY

Subject to security regulations, the ordering activity shall permit Contractor access to all facilities necessary to perform the requisite IT Professional Services.

9 . I NDEPENDENT CONTRACTOR

All IT Professional Services performed by the Contractor under the terms of this contract shall be as an independent Contractor, and not as an agent or employee of the ordering activity.

1 0. ORGANI ZATI ONAL CONFLI CTS OF I NTEREST

a. Definitions.

Contractor” m e ans the person, firm, unincorporated assoc iation, jo int venture, partnership, or corporation that is a party to this contract.

Contractor an d its affiliates” a

n

d “Contractor or it s af filiates” r

e

fers to the Contractor, it s ch ief executives, directors, officers, subsidiaries, affiliates, subcontractors at any tier, and consultants and any joint venture involving the Contractor, any entity into or with which the Contractor subsequently merges or affiliates, or any other successor or assignee of the Contractor.

An “Organizational co n flict of in terest” exists wh en the na ture of t he wo r k to be performed under a proposed ordering activity contract, without some restriction on ordering activities by the Contractor and its affiliates, may either (i) result in an unfair competitive advantage to the Contractor or its affiliates or (ii) impair the Co n tractor’s or its af filiates’ ob jectivity in performing contract work.

b. To avoid an organizational or financial conflict of interest and to avoid prejudicing the best interests of the ordering activity, ordering activities may place restrictions on the Contractors, its affiliates, chief executives, directors, subsidiaries and subcontractors at any tier when placing orders against schedule contracts. Such restrictions shall be consistent with FAR 9.505 and shall be designed to avoid, neutralize, or mitigate organizational conflicts of interest that might otherwise exist in situations related to individual orders placed against the schedule contract. Examples of situations, which may require restrictions, are provided at FAR 9.508.

1 1. I NVOI CES

The Contractor, upon completion of the work ordered, shall submit invoices for IT Professional services. Progress payments may be authorized by the ordering activity on individual orders if appropriate. Progress payments shall be based upon completion of defined milestones or

11

interim products. Invoices shall be submitted monthly for recurring services performed during the preceding month.

1 2 . PAYMENTS

For firm-fixed price orders the ordering activity shall pay the Contractor, upon submission of proper invoices or vouchers, the prices stipulated in this contract for service rendered and accepted. Progress payments shall be made only when authorized by the order. For time-and-materials orders, the Payments under Time-and-Materials and Labor-Hour Contracts at FAR 52.212-4 (MAR 2009) (ALTERNATE I – OCT 2008) (DEVIATION I – FEB 2007) applies to time-and-materials orders placed under this contract. For labor-hour orders, the Payment under Time-and-Materials and Labor-Hour Contracts at FAR 52.212-4 (MAR 2009) (ALTERNATE I – OCT 2008) (DEVIATION I – FEB 2007) applies to labor-hour orders placed under this contract. 52.216-31(Feb 2007) Time-and-Materials/Labor-Hour Proposal Requirements— Commercial Item Acquisition. As prescribed in 16.601(e)(3), insert the following provision:

(a) The Government contemplates award of a Time-and-Materials or Labor-Hour type of contract resulting from this solicitation.

(b) The offeror must specify fixed hourly rates in its offer that include wages, overhead, general and administrative expenses, and profit. The offeror must specify whether the fixed hourly rate for each labor category applies to labor performed by— (1) The offeror; (2) Subcontractors; and/or (3) Divisions, subsidiaries, or affiliates of the offeror under a common control.

1 3 . RESUMES

Resumes shall be provided to the GSA Contracting Officer or the user ordering activity upon request.

1 4 . I NCI DENTAL SUPPORT COSTS

Incidental support costs are available outside the scope of this contract. The costs will be negotiated separately with the ordering activity in accordance with the guidelines set forth in the FAR.

1 5 . APPROVAL OF SUBCONTRACTS

The ordering activity may require that the Contractor receive, from the ordering activity's Contracting Officer, written consent before placing any subcontract for furnishing any of the work called for in a task order.

1 6 . DESCRI PTI ON OF I T PROFESSI ONAL SERVI CES AND PRI CING

12

a. The Contractor shall provide a description of each type of IT Service offered under Special Item Numbers 132-51 IT Professional Services should be presented in the same manner as the Contractor sells to its commercial and other ordering activity customers. If the Contractor is proposing hourly rates, a description of all corresponding commercial job titles (labor categories) for those individuals who will perform the service should be provided.

b. Pricing for all IT Professional Services shall be in accordance wi th t he Co n tractor’s customary commercial practices; e.g., hourly rates, monthly rates, term rates, and/or fixed prices, minimum general experience and minimum education.

The following is an example of the manner in which the description of a commercial job title should be presented: EXAMPLE: Commercial Job Title: System Engineer Minimum/General Experience: Three (3) years of technical experience which applies to systems analysis and design techniques for complex computer systems. Requires competence in all phases of systems analysis techniques, concepts and methods; also requires knowledge of available hardware, system software, input/output devices, structure and management practices.

Functional Responsibility: Guides users in formulating requirements, advises alternative approaches, conducts feasibility studies.

Minimum Education: Ba chelor’s De gree in C omputer Science

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Code Indust ry Tit leCount

11Agr iculture, Forestry, Fishing and Hunting414,582

21Mining28,520

22Utilities28,207

23Construction1,270,691

31-33Manufactur ing577,432

42Wholesale Tr ade673,738

44-45Retail Tr ade1,619,124

48-49Tr ansportation and Warehousing432,467

51Inform ation290,960

52Finance and Insurance643,483

53Real Estate Rental and Leasing683,800

54Professional, Scientific, and Technical Services2,058,179

55Managem ent of Companies and Enter pr ises44,616

56Adm inistrative and Support and Waste Managem ent and Rem ediation Services 2,499,821

61Educational Services325,937

62Health Care and Social Assistance1,311,395

71Arts, Entertainment, and Recreation266,428

72Accommodation and Food Services749,578

81Other Services (except Public Adm inistration)1,618,545

92Public Adm inistration215,203

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Codes Tit lesNum ber of US Businesses

11Agriculture, Forestry, Fishing and Hunting 414,582

111110Soybean Far m ing7,294

111120Oilseed (except Soybean) Far m ing257

111130Dry Pea and Bean Farm ing5,563

111140Wheat Farm ing9,309

111150Corn Farm ing39,996

111160Rice Far m ing1,111

111191Oilseed and Grain Combination Far m ing0

111199All Other Grain Far m ing22,091

111211Potato Far m ing665

111219Other Vegetable (except Potato) and Melon Farm ing 4,470

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111310Or ange Groves303

111320Citrus (except Or ange) Groves808

111331Apple Or char ds1,398

111332Grape Vineyards2,874

111333Strawberr y Far m ing293

111334Berr y (except Strawberry) Farm ing1,013

111335Tree Nut Farm ing1,790

111336Fr uit and Tree Nut Combination Farm ing220

111339Other Noncitrus Fr uit Far m ing3,884

111411M ushroom Production214

111419Other Food Crops Grown Under Cover564

111421Nur sery and Tree Production6,610

111422Floriculture Production4,923

111910Tobacco Far m ing3,262

111920Cotton Far m ing4,304

111930Sugar cane Far m ing194

111940Hay Farm ing4,044

111991Sugar Beet Far m ing576

111992Peanut Far m ing495

111998All Other Miscellaneous Crop Far m ing 130,203

112111Beef Cattle Ranching and Far m ing23,138

112112Cattle Feedlots16,758

112120Dairy Cattle and Milk Production24,010

112130Dual-Pur pose Cattle Ranching and Farm ing 0

112210Hog and Pig Far m ing4,839

112310Chicken Egg Production519

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I n t r o d u cin g t h e PRO FESSI O N AL SERV I CES SCH EDULE

(PSS) Effective September 30, 2015, the MOBIS (874), AIMs (541), FABs (520), Language (738II), Logworld (874V), PES (871) and Environmental (899) schedules will no longer be available as individual MAS programs. All of the services covered under these schedules, and all of the existing contractors will be available under the new PROFESSIONAL SERVICES SCHEDULE (PSS), effective October 1, 2015.

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GSA offers a wide range of acquisition services and solutions utilizing a variety of tools, contract vehicles, and services to meet the customer's specific needs including Multiple Award Schedules, Governmentwide Acquisition Contracts, Technology Contracts, and Assisted Acquisition Services. For more information on what GSA has to offer,visit GSA.gov.

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Tools, Hardware, & Machinery Travel & Transportation Solutions Vehicles & Watercraft Wildland Fire & Equipment

I n t r o d u cin g t h e PRO FESSI O N AL SERV I CES SCH EDULE

(PSS) Effective September 30, 2015, the MOBIS (874), AIMs (541), FABs (520), Language (738II), Logworld (874V), PES (871) and Environmental (899) schedules will no longer be available as individual MAS programs. All of the services covered under these schedules, and all of the existing contractors will be available under the new PROFESSIONAL SERVICES SCHEDULE (PSS), effective October 1, 2015.

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GSA Fe d e ral Acq u isit io n Se r v ice

Search:

cl othi n g b o ots al l the w o r d s

Search Criteria: clo thin g boo t s

Inst r u ct ions: Click the source number to view a list of categories. Click the category number (i.e. SIN) to view a list of contractors.

D e scr ipt ion matches

SourceDescription

84TOTAL SOLUTIONS FOR LAW ENFORCEMENT, SECURITY, FACILITIES MANAGEMENT, FIRE,

RESCUE, CLOTHI N G, MARINE CRAFT AND EMERGENCY/DISASTER RESPONSE The Local Preparedness Acquisition Act, signed June 26, 2008, authorizes state and local governments to purchase from GSA alarm and signal systems, facility management systems, firefighting and rescue equipment, law enforcement and security equipment, marine craft and related equipment, special purpose clothing, and related services.

Special Purpose Clot hing

Category Description

6 3 3 3 2Structural Fire Fighting Clot hing. Boot s, Bunker and Hip. - Shall meet the Requirements of NFPA1971

Readiness Assessment for Prospective Offerors–GSA Schedules

Step 2 –Analyze •How many contractors are on the Schedule and SIN(s) on which you want to make a proposal? List this information in the short answer response. This information is available in the Schedule Sales Query (SSQ).

•How many contractors have 0 sales on the Schedule and SIN(s) where you want to make a proposal? (See SSQ).

•What were the sales in the Schedule and SIN to which you are applying for the last fiscal year for the top 3 contracts? (See SSQ).

•Is the market for the Schedule and SI N you are pursuing growing or shrinking?

•Can you differentiate your product or service from the competition?

Readiness Assessment for Prospective Offerors - Schedule 70, SIN 132.51 -Information Technology Professional Services - SUBJECT TO COOPERATIVE PURCHASING

1 2 / 1 7 / 1 5 6 :1 3 AMSchedule Sal es Quer y

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Sch e du le Sale s Qu e r y Re por t Gen e ration Syst e m

Step 3 of 3

Re p ort Se le cted

Your Report Selection: SIN & Schedule Totals by Fiscal Year

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2015 2014 2013 2012 2011

2010

2015 2014 2013 2012 2011

2010

Please select from one of the following reports above ^

M icr osoft Ex ce l 9 7 V ie wer

This stand-alone program that is available from Microsoft, free of charge. You can use Microsoft Excel 97 Viewer to view, copy, zoom, and print Microsoft Excel 97 and Microsoft Excel 2000 files (Microsoft Excel versions 2.0 and greater for Windows and Microsoft Excel versions 2.2a and greater for the Macintosh are also supported). Download Microsoft Excel 97 Viewer

Sch e d u le Sale s Q u e r y D isclaim e r N o t ice

The Federal Supply Service makes no guarantees of any kind with regard to the accuracy of the sales information since it is input directly by the contractor. All files and materials are supplied " AS IS".

The Federal Supply Service shall not be held liable for errors contained herein, or for lost profits, lost opportunities, consequential or incidental damages incurred as a result of acting on information, or the operation of any data files, included in this site.

Step 2 –Analyze •Is your pricing for your products and services competitive with the top 3 contracts?

•What is the name of the agency(ies), bureau(s) or contracting office(s) which you have targeted to sell your product or service?

•Are there current opportunities in Fed Biz Ops for your products/services?

•Have you looked at the long term forecast of Government business opportunities for the product or service where you want to make a proposal? (www.acquisition.gov).

Step 3 –Decide •Does your firm have adequate financial resources to perform under a Federal contract, or the ability to obtain them?

•Does your firm have enough financial resources to withstand a purchase cycle?

•Does your firm understand that GSA does not directly market the products or services on any schedule? A Schedule contract is a vehicle that provides an opportunity to access the government market place. Each contract holder is responsible to market their products or services. Are you ready to market your product or service?

•Does your firm know how much time and money successful firms spend to market to the Federal Government? (Are you prepared to spend between $80-130K a year to earn their first order?)

Readiness Assessment for Prospective Offerors–GSA Schedules

Step 3 –Decide

•Does your firm have the committed personnel or resources to write proposals and administer a MAS contract?

•Does you firm know that as a MAS contractor you are required to sell a minimum of $25,000 within the first 24 months following contract award, and are expected to exceed $25,000 in sales each 12-month period thereafter? (If not met contract can be canceled by the Government).

•Does your firm understand that 60% of the GSA Schedule contractors do not meet the minimum sales requirements as defined by 1-FSS-639?

•Does your firm have two or more years of contracting experience (Prime or subcontractor) with the Federal Government?

•Is there a company that your products and services complement with whom you might pursue a subcontractor relationship?

Readiness Assessment for Prospective Offerors–GSA Schedules

Step 3 –Decide •Have you developed relationships with potential federal customers?

http://interact. gsa.gov/groupsfcontractor-success and http:// interact.gsa.gov/document/what-you-should-know-about-federal-contracting).

•Do you think that you MUST have a MAS contract in order to do business with the government?

•Can your firm demonstrate past performance in the product/service being offered?

(See FAR 9.104-1 to understand term “responsible”).

•Is your firm familiar with the GSA Schedule Industrial Funding Fee (IFF) and Sales Reporting requirements in accordance with Clause 552.238-74?

•Does your firm have the ability to comply with the required or proposed delivery or performance schedule, taking into consideration your other business commitments?

Step 3 –Decide •Does your firm and its corporate officers have a satisfactory record of integrity and business ethics?

•Does your firm have the necessary organization, experience, accounting and operational controls, technical skills, or the ability to obtain them?

•Is your firm eligible to receive an award under Federal laws and regulations?

•Are the items you propose to offer compliant with the Trade Agreements Act?

•Does your firm have or can they obtain a digital certificate?

•Does your firm offer items that help Federal agencies meet their sustainable acquisition requirements? 95% of all new Federal contracts actions for products that are designated “green” products or services that include the supply or use these products must include green product requirements.

Basis of Award (BOA)

•GSA pricing discount will either be equal to or greater than the discount provided to your Basis of Award Customer. This creates a relationship between this customer, or group of customers, and your GSA pricing.

•Always be aware of what this relationship is and how it was established as you have agreed to ensure that this relationship is upheld.

•GSA highly recommends having a system or process in place to monitor the BOA discount relationship in the contract to ensure our customers are being charged the correct contract pricing throughout the contract.

Past Performance Evaluation

Open Ratings Past Performance Evaluation

To assist the Government in assessing an Offeror’spast performance this evaluation must be completed and submitted with the offer •The cost of the report is paid by the Offeror

Project Experience

Narratives required by all OfferorsProviding IT Professional Services (132-51 & 132-60F)

•Demonstrate capability to perform SINs offered by providing the following information: –Project/Contract Name –Project Description –Dollar Amount of Contract –Project Duration •Point of Contact and Telephone Number

Labor Category Descriptions (SIN 132-51 & 132-60F)

Labor Category Descriptions

Required by all Offerorsproviding IT Professional Services (132-51 & 132-60F) •Labor Category Descriptions includes: –Title of labor category –Functional responsibility performed –Qualifications –Education required

Compensation Plan for Professional Employees (SIN132-51 & 132-60F)

Compensation Plan for Professional Employees

Required by all OfferorsProviding IT Professional Services per FAR 52.222-46 (132-51 & 132-60F)

•It sets forth salaries and fringe benefits proposed for the professional employees who will work under the contract •May submit general compensation practices from Offeror’sEmployee Handbook

Training Courses (SIN 132-50)

Training Course Descriptions for SIN 132-50 Required by all Offerorsproviding IT specific Classroom Training as a Service •A formal catalog or a written description of class offerings •Length of course •Location (Contractor or Customer site)

Proposal Pricelist Preparation

Clause I-FSS-600 provides the format for the pricelist, to include the following: –Identify SINs –Geographic Scope of Contract –Payment and Delivery –Terms and Conditions –Pricing

GSA Contract Requirements

•Sales Tracking System •Sales Reporting •Industrial Funding Fee •Contract Sales Criteria •Bankruptcy Pricelists •Modifications •GSA Advantage •Environmental •Scope •Basis of Award •Pricing •Trade Agreements Act •Subcontracting Plans

Sales Tracking System

•Identifies, tracks, and reports GSA sales accurately and completely •Reports all transactions within the proper period •Retrieves data easily •Separates Schedule sales from other federal sales and commercial sales

Sales Tracking System (cont’d)

•One of the most important characteristics of contractor’s tracking system -its ability to isolate GSA Schedule sales from other federal and commercial sales.

•Contractor should be reporting only item(s) on the approved GSA pricelist, which has been sold to any ordering activity that is eligible to utilize the MAS program.

•Some common items (products or services) that may not be reportable are: –Other Direct Costs –Travel Costs –“Open Market” items (Items that contractor sells as part of a GSA order, but are not currently on that contractor’s approved GSA pricelist at the time of the sale.

Some schedules do have a Special Item Number (SIN) for ODCs; therefore, if you have a contract which includes an ODC Special Item Number, those sales are reportable to GSA.)

Sales Reporting

•Sales reports must be submitted within 30 days after the quarter ends, by:

–January 30

th

–April 30

th

–July 30

th

–October 30th

•Even if you have no sales for the quarter, you must still file a $0 sales report •Sales are reported by Special Item Number (SIN) •Report online at: https://72a.gsa.gov

Remitting the IFF

•Payment must be received within 30 calendar days after the quarter ends (not necessarily the last day of the month) •GSA encourages contractors to pay the IFF via credit card or electronic check because this will be a requirement in the near future •Visit https://72a.gsa.gov/for more information

Pricelist

•Your approved pricelist will include terms, conditions and the items or services you want to provide.

•When you negotiate your pricelist with GSA, determining pricing for actual products and/or services is only a portion of the overall process. You also will have a list of terms and conditions incorporated into your contract. They can be found within the first few pages of your contract.

The following terms and conditions you should know off the top of your head as these are ones that directly effect your customers.

–What your minimum and maximum order threshold in order to determine if you should or could accept the order.

–Delivery: Is it included in your price or is it an open market charge? How many days do you have to deliver the item that you are selling? And Can you actually complete delivery within such time frame?

–Prompt Payment Discount: If you have negotiated these terms into your contract, you are required to provide this information on any invoice going to GSA eligible customers.

–Geographic Coverage: Does your pricing change based on location? Are there parts of the USA or other countries that you don’t cover at all?

–Government Purchase Card: It is a contract requirement that you accept the government purchase card for all purchases up to $3000. Accepting the card over the $3000 threshold is not required, but strongly encouraged. You will have other terms and conditions that will be important to you and your customers. Get familiar with your entire pricelist not just your pricing.

TO BE CONT’D

The GSA Schedules program is the premier acquisition vehicle in government, with approximately $50 Billion a year in spending or 10 percent (10%) of overall federal procurement spending.

Thank you!

Types of procurement solicitations and types of contracts

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