Understandinggg Federal Contracting · SF-330’s SF 330’s Sent to Eng. Pre-Selection Board No...

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Understanding Federal Contracting US Army Corps of Engineers BUILDING STRONG ®

Transcript of Understandinggg Federal Contracting · SF-330’s SF 330’s Sent to Eng. Pre-Selection Board No...

Page 1: Understandinggg Federal Contracting · SF-330’s SF 330’s Sent to Eng. Pre-Selection Board No YES 30 DAYS Performance In-House Gov’t Estimate Prepared Project specific “C”

Understanding Federal Contractingg g

US Army Corps of EngineersBUILDING STRONG®

Page 2: Understandinggg Federal Contracting · SF-330’s SF 330’s Sent to Eng. Pre-Selection Board No YES 30 DAYS Performance In-House Gov’t Estimate Prepared Project specific “C”

Agendag

Biddingg Source Selection

►Successful strategies►Successful strategies Debriefing Process

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Page 3: Understandinggg Federal Contracting · SF-330’s SF 330’s Sent to Eng. Pre-Selection Board No YES 30 DAYS Performance In-House Gov’t Estimate Prepared Project specific “C”

Types of Contractsyp

Construction Architect-Engineering Services Services Supplies

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Methods of Soliciting Workg

Sealed Bid Request for Proposal

►Qualifications Based (A-E)►Qualifications Based (A-E)►Trade-Off►Lowest Priced Technically Acceptable (LTPA)►Lowest Priced, Technically Acceptable (LTPA)

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Sealed BiddingSealed Bidding

Public bid openingPublic bid opening►Reveal all bid prices►Reveal Independent Government Estimate►Reveal Independent Government Estimate

(IGE) Price based decision Price based decision

►Fair and reasonableBidd t b d t i d Bidder must be determined:►Responsive

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►Responsible

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Basic Steps & Decisions in Sealed Bidding54321 Yes Yes Yes

Is PurchaseRequest

adequate?

Will the purchaseamount be

$100,000 or more?

Small Business,HUBZone , 8(a)

SDVOSB Set-aside,?

Is there competition,fully described

requirements andadequate

Process undermethod of

sealed bids

NoNoNo

adequateprocurement time

Return torequirements

agency

Process underSimplifiedAcquisition

Process undermethod of negotiation

orInvitation to Bid (IFB)

g y qProcedures

method of negotiation

1310

Is potentialcontractor

responsible

AWARD

Y

Yes

12876

Yes Yes

Yes

119

YesNo

No876

YesNo No

Is IFB completein all details and

legallysufficient?

Prior to opening,will there bechanges?

Is bid timely andresponsive

Will SmallBusiness

Administrationissue a certificateof competency?

9

NoNo

Is lowest evaluatedbid fair andreasonable?

If smallBusiness

YesNo No

Continue toprocess until

complete

Initiate amendmentConsider extendingdate of bid opening

Reject – Go to next lowest bidderIf all bidders fail

to qualify –cancel solicitation

No

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Brooks ActBrooks ActThe Congress hereby declares it to be the g y

policy of the Federal Government to publicly announce …, and to negotiate contracts for , garchitectural and engineering services on

the basis of demonstrated competence and pqualification … at fair and reasonable prices.

Excerpt from Public Law 92-582Excerpt from Public Law 92 582

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Basic Steps and Decisions for Architect-Engineer

Decision ToContract

PurchaseRequest

Made

Synopsizedpursuant toFAR Part 5

Receipt ofSF-330’s

SF 330’s Sent toEng.

Pre-Selection

Board

No

YES

30 DAYSNo

PerformanceIn-House

DAYS

Gov’tEstimatePrepared

Projectspecific“C” type

Pre-designMtg

Contractor

Task Order

NegotiateFair &

Reasonable

SelectionBoard

ApprovedCloseout Contract

File

FinalDesign

RFP toContractor

AEEvaluation

SAT

AwardPriceBy DE File

IDIQGeneric

Proposal Received &

Appeal to DE

Generic“D” type Evaluated

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Best Value DefinedBest Value Defined

Expected outcome of an i iti th t id thacquisition that provides the

greatest o erall benefitgreatest overall benefitin response to thein response to the

requirementBUILDING STRONG®

q

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Layman’s TermsLayman s Terms

“Best bang for the buck”Best bang for the buck

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What Does That Really Mean?What Does That Really Mean?

This method is chosen when non-costThis method is chosen when non cost factors are either more important or at

least equal to priceleast equal to price

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Basic Steps and Decisions in Best Value

PurchaseRequest

Competitiondescribed

Requirements

SynopsizePursuant to Prepare

RFP

Is RFPcomplete

in all

ReceiveRFP

Yes

Request Requirementstime FAR Part 5 RFP in all

details? Evaluate

NoPreparation of

Amendp

Evaluation CriteriaIs critical!

FinalProposalR i i

HoldDi i

DetermineCompetitive

Can awardbe made

ith t AWARDNo Debrieff lRevisions

ReceivedDiscussionsp

Rangewithoutdiscussions?

AWARD

Yes

unsuccessfulofferors

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Source Selection MethodsSource Selection Methods

Trade-Off Process (FAR 15.101-1)Trade Off Process (FAR 15.101 1)►Complex requirements►Considers cost AND non-cost factors►Considers cost AND non cost factors►Required for use of past performance

Lowest-Priced Technically AcceptableLowest Priced Technically Acceptable (FAR 15.101-2)►Non-complex requirementsp q►Considers non-cost factors►Award based on lowest price

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Procurement Integrity Act41 USC 423 FAR 3 104 441 USC § 423, FAR 3.104-4

Th K P i i Three Key Provisions:► Prohibition on disclosure or obtaining Contractor bid

or proposal information or source selectionor proposal information or source selection information before contract award (applies to government employees and Contractors)Req ires agenc officials to report emplo ment► Requires agency officials to report employment contacts during a procurement (applies to government employees only)

► Prohibits a group of employees who have participated in actions over $10 million from accepting compensation from the contractor for one year after

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p yparticipation (applies to government employees only)

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Procurement Integrity for S S l iSource Selection

Secure and safeguard source selection ginformation► Source Selection Plan, evaluation worksheets,

proposal analysis reportproposal analysis report► Contractor sensitive info such as: proposals

submitted, both technical and price; offeror’s oral presentation summariespresentation summaries

Extends into the post-award period

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Evaluating Non-price FactorsEvaluating Non price Factors

Reflection of the Government’s confidenceReflection of the Government s confidence in the offerors’ ability to perform the requirementsrequirements Annotate strengths, weaknesses and

deficienciesdeficiencies►Specific to the evaluation criteria

R f d t il f th l►Reference details of the proposal

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Strengths / WeaknessesStrengths / Weaknesses

Strength - An aspect of a proposal thatStrength An aspect of a proposal that decreases the risk of unsuccessful contract performancecontract performance Weakness - A flaw in the proposal that

increases the risk of unsuccessful contractincreases the risk of unsuccessful contract performanceM b “ i ifi t” if i k i i ifi tl May be “significant” if risk is significantly decreased or increased

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DeficiencyDeficiency

A material failure of a proposal to meet aA material failure of a proposal to meet a Government requirement, or a combination of significant weaknesses in acombination of significant weaknesses in a proposal that increases the risk of unsuccessful contract performance to anunsuccessful contract performance to an unacceptable level.

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Individual EvaluationIndividual Evaluation

Reviews submitted material to determineReviews submitted material to determine►Did Offeror submit what was requested?►Evaluate in accordance with criteria►Evaluate in accordance with criteria

DocumentsOfferor’s strengths, k d d fi i iweaknesses, and deficiencies

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Consensus EvaluationConsensus Evaluation

Discuss results of individual reviewDiscuss results of individual review Develop consensus rating

IAW th l ti f t i th li it ti►IAW the evaluation factors in the solicitation Document in Evaluation Report

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Evaluation ReportEvaluation Report

Describes evaluation process Discusses strengths, weaknesses, g , ,

deficiences Provides consensus ratingProvides consensus rating

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Cost / Price EvaluationCost / Price Evaluation

Analyzed IAW FAR 15 404-1Analyzed IAW FAR 15.404 1 Fair and reasonable

C t R li Cost Realism Adequately reflect an understanding of the

work requirements

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Exchanges with Offerorsgafter receipt of proposals

Clarifications►To clarify typos or inconsistencies►Negative past performance

Communication►Only when determining Competitive Rangey g p g►Negative past performance

DiscussionsDiscussions ►“Meaningful”►Tailored to each Offeror’s proposal

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►Tailored to each Offeror s proposal

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Competitive Range DeterminationCompetitive Range Determination Set only when determined discussions are

necessary Comprised of the most highly qualified firms May limit the number of firms in the competitive

range for purposes of efficiencyE l d d fi tifi d Excluded firms are notified ► May request debriefing

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Comparative AnalysisComparative Analysis Comparison of the merits of each proposal Determination

►Higher price is worth the benefits Government i d i hi h t h i l lreceived in higher technical proposal

►Lower price is best value for Government in spite of a higher technically rated proposalp g y p p

►Risks to the Government in each proposal

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Page 26: Understandinggg Federal Contracting · SF-330’s SF 330’s Sent to Eng. Pre-Selection Board No YES 30 DAYS Performance In-House Gov’t Estimate Prepared Project specific “C”

Award DecisionAward Decision

Independent Judgment of the SSAIndependent Judgment of the SSA Based on comparative analysis

C i t t ith l ti f t Consistent with evaluation factors

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What do I do first?What do I do first?

Respond to Sources Sought Notices!!Respond to Sources Sought Notices!! Watch FedBizOpps for the synopsis Download the solicitation Download the solicitation Read the solicitation COVER TO COVER

P ti l tt ti t Pay particular attention to►Proposal Submission Requirements and

Evaluation Criteria”Evaluation Criteria

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Page 28: Understandinggg Federal Contracting · SF-330’s SF 330’s Sent to Eng. Pre-Selection Board No YES 30 DAYS Performance In-House Gov’t Estimate Prepared Project specific “C”

Successful StrategiesSuccessful Strategies

Know Submission RequirementsKnow Submission Requirements►Understand requirements►Breakdown the question►Breakdown the question►Address each issue►Leave no room for evaluator questionq

Ask when you don’t understand Partner with firms that compliment yourPartner with firms that compliment your

qualifications Write a winning proposal

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Write a winning proposal

Page 29: Understandinggg Federal Contracting · SF-330’s SF 330’s Sent to Eng. Pre-Selection Board No YES 30 DAYS Performance In-House Gov’t Estimate Prepared Project specific “C”

Write the Winning ProposalWrite the Winning Proposal

Tailor your proposal to the requirementTailor your proposal to the requirement►Adding information beyond what is required

doesn’t helpdoesn t help• Pre-printed brochures not desirable

►Not submitting information will hurt►Not submitting information will hurt• Do not assume you will be given “credit” for past

success

Do not simply parrot the RFP

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Write the Winning ProposalWrite the Winning Proposal

Emphasize the strengths of your firm thatEmphasize the strengths of your firm that solve the Government’s need Provide a solution that is linked to past Provide a solution that is linked to past

performance successesG t t th i t Get to the point►Avoid elaborate and/or drawn-out

l tiexplanations►Be mindful of the page limitations

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Write the Winning ProposalWrite the Winning Proposal

Provide good past performanceProvide good past performance information►Verify POCs and phone numbers►Verify POCs and phone numbers►Identify the person with the most knowledge►Let the POC know that they may be called►Let the POC know that they may be called

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Page 32: Understandinggg Federal Contracting · SF-330’s SF 330’s Sent to Eng. Pre-Selection Board No YES 30 DAYS Performance In-House Gov’t Estimate Prepared Project specific “C”

Write the Winning ProposalWrite the Winning Proposal

Address performance issuesAddress performance issues►Don’t wait for Government to discover►Explain issue►Explain issue►Describe steps to resolution►State the outcome►State the outcome

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Write the Winning ProposalWrite the Winning Proposal

Be specific and quantifyBe specific and quantify►Provides credibility

Use bulleted items or lists to highlight Use bulleted items or lists to highlight points Use an active voice Use varying sentence structures and

paragraphs

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Page 34: Understandinggg Federal Contracting · SF-330’s SF 330’s Sent to Eng. Pre-Selection Board No YES 30 DAYS Performance In-House Gov’t Estimate Prepared Project specific “C”

Concluding the ProcessConcluding the Process

Re-read the solicitationRe read the solicitation►Ensure that all aspects of the requirements

have been addressed in your proposalhave been addressed in your proposal Make sure your proposal is consistent

►Do not flip back and forth between technical►Do not flip back and forth between technical solutions

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Addressing QualityAddressing Quality

You are responsible for the Quality of yourYou are responsible for the Quality of your proposal►Make a check list of submission requirements►Make a check list of submission requirements►Make a cross reference checklist between

submission factors evaluation criteria and thesubmission factors, evaluation criteria and the Scope of Work to your proposal

►Your proposal will be part of the contract and►Your proposal will be part of the contract and is binding

• Quality counts

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Page 36: Understandinggg Federal Contracting · SF-330’s SF 330’s Sent to Eng. Pre-Selection Board No YES 30 DAYS Performance In-House Gov’t Estimate Prepared Project specific “C”

Dotting the I’sDotting the I s

Obtain DUNS number from DUN andObtain DUNS number from DUN and Bradstreet Register in Central Contractor Registration Register in Central Contractor Registration

(CCR) databaseC l t li R t ti d Complete online Representations and Certifications @ www.orca.gov Secure bonding (for construction) Ensure financial statements are in order

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Crossing the T’sCrossing the T s

Complete the Standard Forms in theComplete the Standard Forms in the solicitation Double check offer Double check offer Submit the best offer the first time

►Do not assume you will be given an opportunity to conduct discussions or negotiatenegotiate

Submit the offer on time

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Page 38: Understandinggg Federal Contracting · SF-330’s SF 330’s Sent to Eng. Pre-Selection Board No YES 30 DAYS Performance In-House Gov’t Estimate Prepared Project specific “C”

DebriefingsDebriefings IAW FOIA IAW FAR 15.506

► Pre-Award – Limited information; no price► Post Award More information including price► Post-Award – More information, including price

Late requests for debriefing►May be conducted at Government discretion►May be conducted at Government discretion

Mutually beneficial

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Page 39: Understandinggg Federal Contracting · SF-330’s SF 330’s Sent to Eng. Pre-Selection Board No YES 30 DAYS Performance In-House Gov’t Estimate Prepared Project specific “C”

ReferencesReferences

Federal Acquisition Regulation (FAR)Federal Acquisition Regulation (FAR) Part 15 and agency supplements.

Army Source Selection Manual(Feb 26 2009)(Feb 26, 2009)https://www.alt.army.mil/portal/page/portal/oasaalt/documents/ASSM final 02260al/oasaalt/documents/ASSM_final_022609.pdf

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