GSA’s Federal Acquisition Service Center for IT Schedule Programs Integrated Technology Services November 2007 Cooperative Purchasing Program

2 GSA’s Federal Acquisition Service Integrated Technology Services – Center for IT Schedule Programs Cooperative Purchasing Basics IT Schedule 70 Features Recommended Ordering Procedures E-Tools and Assistance Other GSA State and Local Programs Points of Contact Content Guide

3 GSA’s Federal Acquisition Service Integrated Technology Services – Center for IT Schedule Programs Cooperative Purchasing Basics

4 GSA’s Federal Acquisition Service Integrated Technology Services – Center for IT Schedule Programs What is Cooperative Purchasing? Section 211 of the e-Gov Act of 2002 authorized GSA sales of Schedule 70 IT products, software and services to State & Local Governments through the introduction of Cooperative Purchasing Scope: GSA IT Schedule 70 Contract Vehicle Consolidated Schedule with IT Special Item Numbers (SINs) Eligible Users: The 50 states, All counties, municipalities, cities, towns and townships, Tribal Governments, Public Authorities (Public or Indian Housing agencies under the U.S. Housing Act of 1937), school districts, and colleges or any instrumentality there of.

5 GSA’s Federal Acquisition Service Integrated Technology Services – Center for IT Schedule Programs Voluntary –No obligation by state and/or local governments to use the schedule. –Contractors decide whether to accept orders from state and local governments. Always Open for Use –Meet GSA Eligible Users Criteria –Have State or Local Authority Granted by State or Local Entity State and Local Participation

6 GSA’s Federal Acquisition Service Integrated Technology Services – Center for IT Schedule Programs 4.0 Over 3,700 participating vendors An average growth rate of 47%. Cooperative Purchasing Sales Trend

7 GSA’s Federal Acquisition Service Integrated Technology Services – Center for IT Schedule Programs IT Schedule 70 Features

8 GSA’s Federal Acquisition Service Integrated Technology Services – Center for IT Schedule Programs Schedule 70 Sales Volume 16.9

9 GSA’s Federal Acquisition Service Integrated Technology Services – Center for IT Schedule Programs 5-year contracts with three 5-year periods Streamlined acquisition program Commercial Catalog – approved contractors Prices already determined fair & reasonable Continuous opportunity for competitive prices Schedule solicitation – What is a Schedule ?

10 GSA’s Federal Acquisition Service Integrated Technology Services – Center for IT Schedule Programs Over 1 million IT products Complete lines of IT services & technical solutions Many vendor catalogs GSA’s Snapshot of Information Technology

11 GSA’s Federal Acquisition Service Integrated Technology Services – Center for IT Schedule Programs Special Item Numbers (SINS) –Professional IT Services –IT Equipment –IT Equipment Leasing/Rental –Software –Classroom Training –And More! Schedule 70 Offerings

12 GSA’s Federal Acquisition Service Integrated Technology Services – Center for IT Schedule Programs Special Item Numbers (SIN’s) or Categories SIN Description 132 3Leasing of Product 132 4Daily/Short Term Rental 132 8Purchase of Equipment Maintenance of Equip./Repair Term Software Licenses Perpetual Software Licenses SIN Description Maintenance of Software Training Courses IT Professional Services E-Commerce Services Wireless Services SIN Description Access Certificates for Electronic Services (ACES) Program Public Key Infrastructure (PKI) Shared Service Provider (SSP) Program HSPD-12 Product and Service Components

13 GSA’s Federal Acquisition Service Integrated Technology Services – Center for IT Schedule Programs Direct Vendor/Customer Relationship Purchase Card Blanket Purchase Agreements Teaming Price Reductions/Discounts Maximum Ordering Provisions Schedule Features

14 GSA’s Federal Acquisition Service Integrated Technology Services – Center for IT Schedule Programs Monetary Savings Streamlined Process Commercial Items e-Tools Cooperative Purchasing Benefits the Customer

15 GSA’s Federal Acquisition Service Integrated Technology Services – Center for IT Schedule Programs Fair & Reasonable Prices Greater Discounts for Large Buys Low Administrative Costs Huge Selection GSA has Taken Care of the Basics Makes Buying Easy for Customers Why Should State and Local Government Use GSA?

16 GSA’s Federal Acquisition Service Integrated Technology Services – Center for IT Schedule Programs Streamlined Ordering Saves Time

17 GSA’s Federal Acquisition Service Integrated Technology Services – Center for IT Schedule Programs Prompt Payment Disputes Patent Indemnity Clause Commercial Item Contract Terms and Conditions Unique to the Federal Government Exceptions from Cooperative Purchasing

18 GSA’s Federal Acquisition Service Integrated Technology Services – Center for IT Schedule Programs State and Local preference programs are not waived or otherwise affected by Cooperative Purchasing State and Local Preference Programs

19 GSA’s Federal Acquisition Service Integrated Technology Services – Center for IT Schedule Programs 80%-85% of Schedule 70 contracts are held by small businesses Over 40% of schedule sales are to small businesses Agency orders count toward meeting Small Business Small Business Participation

20 GSA’s Federal Acquisition Service Integrated Technology Services – Center for IT Schedule Programs The Price of Supplies and Services Available to State/Local Entities will include the Industrial Funding Fee (IFF) to cover the Administrative Costs Incurred to Operate the Schedules Program. Industrial Funding Fee

21 GSA’s Federal Acquisition Service Integrated Technology Services – Center for IT Schedule Programs Recommended Ordering Procedures

22 GSA’s Federal Acquisition Service Integrated Technology Services – Center for IT Schedule Programs Every Task Order = New Contract State and local governments are encouraged to use GSA Schedule Ordering Procedures (FAR 8.4) –S &L governments may use their own procedures Incorporate by referencing GSA Schedule terms and conditions Additional State/Local requirements are permitted but must NOT conflict with GSA Schedule Terms and Conditions Source of Funding can be of any type allowed by the ordering agency – Contract or Grant Funding. Ordering Procedures

23 GSA’s Federal Acquisition Service Integrated Technology Services – Center for IT Schedule Programs Summary: 1.At or below Micro Purchase Threshold (MBT) - $3, Transmit RFQ and SOW Oral or written quotes and delivery instructions acceptable Select a vendor and purchase Vendors must accept Government purchase cards GSA Recommended Ordering Procedures (FAR 8.4)

24 GSA’s Federal Acquisition Service Integrated Technology Services – Center for IT Schedule Programs Summary (Continued): 2. Above the Micro Purchase Threshold: Develop A Performance-Based Statement Of Work (SOW) Include in the SOW, evaluation criteria to determine “Best Value” offer Must seek at least three vendors and Evaluate Proposals in Accordance with Evaluation Criteria Select the vendor that offers the best value (See next slide) Government purchase card acceptance is not mandatory but strongly recommended. GSA Recommended Ordering Procedures (FAR 8.4)

25 GSA’s Federal Acquisition Service Integrated Technology Services – Center for IT Schedule Programs Price Technical Solution Corporate Experience Past Performance Delivery Date Warranty Etc. What is Best Value ?

26 GSA’s Federal Acquisition Service Integrated Technology Services – Center for IT Schedule Programs Example Cooperative Purchasing Order Process

27 GSA’s Federal Acquisition Service Integrated Technology Services – Center for IT Schedule Programs 1.Prospective Vendors: A.Obtain copy of Solicitation from IT Center website: ww.gsa.gov/schedule70solicitation or submit offer via e-offer: B.For assistance in filling out Solicitation call C.Submit offer. When requested, turn in additional needed information to Contracting Officer. 2.Current Schedule Holders: A.To participate, modify your contract to include state and local SINs Contact your contracting officer Vendor Participation Notes

28 GSA’s Federal Acquisition Service Integrated Technology Services – Center for IT Schedule Programs Other GSA State and Local Programs Other Schedule Programs –1122 Counter Drug Program –833 Disaster Recovery Program Non-Schedule Programs –SMARTBUY “Data at Rest” B.P.A.s –State Agency Surplus Program (SASP) –Computers for Learning –National Wildland Fire Program

29 GSA’s Federal Acquisition Service Integrated Technology Services – Center for IT Schedule Programs GSA e-Tools and Assistance GSA Schedules E-Library GSA Cooperative Purchasing GSA.gov

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37 GSA’s Federal Acquisition Service Integrated Technology Services – Center for IT Schedule Programs

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40 GSA’s Federal Acquisition Service Integrated Technology Services – Center for IT Schedule Programs Center for Acquisition Excellence – On-line “Cooperative Purchasing” course On-line “Using GSA Schedules” course Cooperative Purchasing Fact Sheet, Brochure and Presentation – Scope of Cooperative Purchasing GSA Assistance

41 GSA’s Federal Acquisition Service Integrated Technology Services – Center for IT Schedule Programs Scope of Cooperative Purchasing GSA Assistance e-Tool Training –(E-Library, GSA Advantage, etc.) IT Center Customer Service –Live Voice –IT Center Electronic Mailbox Local and Regional Customer Service Directors (CSD) – –Customer Assistance Visits (CAV)

42 GSA’s Federal Acquisition Service Integrated Technology Services – Center for IT Schedule Programs Integrated Technology Services Center for IT Schedule Programswww.gsa.gov/itcenter Schedule 70 Solicitation Cooperative Purchasingwww.gsa.gov/cooperativepurchasing 833 Disaster Recovery Programwww.gsa.gov/disasterrecovery 1122 Drug Interdiction Programwww.gsa.gov/1122program GSA Advantage!® Schedules eLibrary Center For Acquisition Excellence Related Links

43 GSA’s Federal Acquisition Service Integrated Technology Services – Center for IT Schedule Programs Center Point of Contact Customer Support Line: (General Information) (M-F 8:00 - 4:30 EST) Live Voice!

44 GSA’s Federal Acquisition Service Integrated Technology Services – Center for IT Schedule Programs Thomas Corcoran Benjamin Taylor Cooperative Purchasing Program Points of Contact

45 GSA’s Federal Acquisition Service Integrated Technology Services – Center for IT Schedule Programs Question & Answer