Darlene Coen & George Nicol Unique SEWP Program Features.
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Transcript of Darlene Coen & George Nicol Unique SEWP Program Features.
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Darlene Coen & George Nicol
Unique SEWP Program Features
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2 Conference ‘10
Contract Holder (CH) Relationship Manager
C.H.R.M. (Pronounced Charm)- Al Marshall •Deputy C.H.R.M. – George Nicol
Role/Responsibility•Liaison between SEWP Program Management Office (PMO) and Contract Holders / Industry•Track CH Program Performance•Industry Events
- Industry Forum-Sales Training-Manufacturer Training
•Report and Tracking-Contract Holder Only Page
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3 Conference ‘10
Contract Holder Reports
Agency & Contract Holder Totals – Monthly CH Orders & RFQ’s Summary – Weekly Upcoming & Overdue Delivery – Daily Contract Statistics – Monthly
• Life of Contract
• Fiscal Year to Date
Pending RFQ - Daily Contract Line Item Number (CLIN) Compliance Report – Daily Manufacturer List – Weekly Email Addresses & User List – Monthly
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4 Conference ‘10
Notifications Sent by SEWPReport Customer SEWP
PMOContract Holder
Approved Manufacturer
Order Changes
RFQ/RFI
Order Quarantine
Order Processed
Delivery Date Change
Order Acknowledgement by CH
Delayed Acceptance of Order
Order Shipped
Order Overdue for Delivery
Technical Refresh
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5 Conference ‘10
Program Performance
Not Past Performance•Used to Incentivize the Contract Holder to satisfy the customer
Daily Tracking of CH Performance
Categories•Reports•Customer Satisfaction• Information Distribution•Contract Adherence•Delivery – Coming Soon
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6 Conference ‘10
Ratings
BLUE – EXCELLENT
GREEN – VERY GOOD
YELLOW – FAIR
RED – POOR
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7 Conference ‘10
Reporting Performance
Timeliness
Accuracy Surcharge Payments
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8 Conference ‘10
Customer Satisfaction Performance
ComplaintsResponsiveness to customerProblem ResolutionQuality of Products and Services
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9 Conference ‘10
Contract Adherence Performance
Proper Quoting
Attending Required Meetings•3 Program Manager Meetings Annually•1 on 1 PM Meetings •SEWP Conference
Delivery Order Acceptance from SEWP BOWL only
Reporting Accuracy
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10 Conference ‘10
Information Distribution Performance
Contract Holder Website
Accurate Marketing Materials
Provides Correct Information•Sales People•Sales Agents•Customers
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11 Conference ‘10
ISSUES
Issue Reported to PMO
PMO Notifies CH of Issue• If customer is
involved- they are contact for more information
CH Responds
Reviewed By PMO
• PM, Deputy PM, CHRM, Deputy CHRM
Notification of Decision sent to CH
CH allowed to Appeal
CH is notified of
Final Decision
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12 Conference ‘10
Date of incident:
May 20, 2010
Red Yellow Green
Yellow Upgrade August 20, 2010 N/A N/A
Green Upgrade September 20, 2010 August 20, 2010 N/A
Blue Upgrade October 20, 2010 September 20, 2010 August 20, 2010
Program Performance Example
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13 Conference ‘10
Feedback
Help line – 301-286-1478
Quality Assurance Coordinator
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14 Conference ‘10
How Feedback is Handled
Escalated to CHRM Team
Fact-Finding•Customer Contacted•Contract Holder Contacted
Determination made if Program Performance should be changed
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15 Conference ‘10
Purchase Agreements
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16 Conference ‘10
Purchase Agreements
Authority
FAR Part 13 – Simplified Acquisitions
13.303-1 General.
Definition:
A blanket purchase agreement (BPA) is a simplified method of filling anticipated repetitive needs for supplies or services by establishing “charge accounts” with qualified sources of supply.
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17 Conference ‘10
Reason to Establish a Purchase Agreement
BPAs should be established for use by an organization responsible for providing supplies for its own operations or for other offices, installations, projects, or functions. Such organizations, for example, may be organized supply points, separate independent or detached field parties, or one-person posts or activities.
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18 Conference ‘10
13.303-2 Establishment of BPAs
BPAs may be established with—
More than one supplier for supplies or services of the same type to provide maximum practicable competition;
A single firm from which numerous individual purchases at or below the simplified acquisition threshold will likely be made in a given period; or
Federal Supply Schedule contractors, if not inconsistent with the terms of the applicable schedule contract.
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13.303-3 Preparation of BPAs
(a) The following terms and conditions are mandatory:
(1) Description of agreement. A statement that the supplier shall furnish supplies or services, described in general terms, if and when requested by the contracting officer (or the authorized representative of the contracting officer) during a specified period and within a stipulated aggregate amount, if any.
(2) Extent of obligation. A statement that the Government is obligated only to the extent of authorized purchases actually made under the BPA.
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20 Conference ‘10
13.303-3 Preparation of BPAs (con’t)
(3) Purchase limitation. A statement that specifies the dollar limitation for each individual purchase under the BPA (see 13.303-5(b)).
(4) Individuals authorized to purchase under the BPA. A statement that a list of individuals authorized to purchase under the BPA, identified either by title of position or by name of individual, organizational component, and the dollar limitation per purchase for each position title or individual shall be furnished to the supplier by the contracting officer.
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21 Conference ‘10
13.303-3 Preparation of BPAs (con’t)
(5) Delivery tickets. [BPA Calls] A requirement that all shipments under the agreement, except those for newspapers, magazines, or other periodicals, shall be accompanied by delivery tickets or sales slips that shall contain the following minimum information:
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13.303-3 Preparation of BPAs (con’t)
(i) Name of supplier.
(ii) BPA number.
(iii) Date of purchase.
(iv) Purchase number.
(v) Itemized list of supplies or services furnished.
(vi) Quantity, unit price, and extension of each item……
(vii) Date of delivery or shipment.
(6) Invoices. ……
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23 Conference ‘10
Integrity of the Process Fair Opportunity must be maintained
The requirements of FAR 16.505 must be maintained whether a BPA is being created or a stand-alone Delivery order.
4 Competed GroupsGroup A (OEMs and Value Added Resellers(VARs)Group B: SDVOSB Set-Asides (VARs)Group C: Small Business Set-Asides (VARs)Group D: Non-Set-Aside (VARs)
Must be a defined requirement within the scope of the SEWP Contract.
Must contain a defined Period of Performance.
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Integrity of the Process
Single vs. Multiple AwardsEither is allowed, however the preference is for multiple awards
If Multiple, calls should be rotated frequently
Maintain Original Purchase Agreement Scope Throughout
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