“Reading Solicitations” Florida SBDC at FGCU Helping Businesses Grow & Succeed “Doing Business with the Government” State Designated as Florida’s Principal Provider of Business Assistance [§ , Fla. Stat.]

Helping Businesses Grow & Succeed Mission Statement We are a customer-driven organization of business professionals, dedicated to helping small businesses succeed, by enthusiastically providing creative solutions which exceed customer, employee, and stakeholder’s expectations.

Helping Businesses Grow & Succeed Statewide Infrastructure Our Network S tatewide network of 43 centers involving: State Universities Colleges Chambers of Commerce Economic Development Councils Federal, State & Local Government Agencies Additional outreach is provided at more than 50 outreach locations, utilizing resource partners such as chambers of commerce, economic development organizations, business incubators and lending institutions. Locations

Helping Businesses Grow & Succeed Accelerating Florida’s Economy Only statewide provider of entrepreneurial and emerging growth company services, playing a vital role in Florida’s economic development: Assisting entrepreneurs in every stage of the business cycle, from prospective entrepreneurs to mature businesses looking for growth opportunities and more; Working with firms in all industry sectors; Utilizing the expertise and resources of some of the best universities in Florida (Florida Gulf Coast University)and a professional staff of eleven business consultants; Accessing the resources of a national network of more than 5,000 SBDC professionals; and The FSBDCN is nationally accredited through the Association of SBDCs by Congressional mandate.

Helping Businesses Grow & Succeed FSBDC Services Consulting Personalized, confidential and provided at no cost Training Value-added from the basics to advanced topics Business Data & Information Current and expansive information for better decision-making

Helping Businesses Grow & Succeed 6 Objectives Read Solicitations Methods of Procurement Types of Contracts

Helping Businesses Grow & Succeed 7 What Does The Government Want?

Helping Businesses Grow & Succeed 8 How Do They Communicate?

Helping Businesses Grow & Succeed The Solicitation

Helping Businesses Grow & Succeed 10 Methods of Procurement Micro Purchases (Credit Cards, $1-$3,000) Simplified Acquisitions ($3,000- $5.5 Million) Sealed Bids (Price only) Invitation for Bid (IFB) Negotiated (Price or Cost) Request For Quote (RFQ) (Price only) Request For Proposal (RFP) (Price or Cost Data) Sources Sought (Information only) Request for Information (RFI)

Helping Businesses Grow & Succeed 11 Micro Purchases Awards made from $1-$3,000 –Small or Large Business –No Competition –One Source –Price

Helping Businesses Grow & Succeed 12 Simplified Acquisitions Awards made from $3,000-$5.5 million Commercial Item Request for Quote (RFQ) Competitive Negotiated --- Non Negotiated Lowest Price or Best Value Price Only (Fixed-Price)

Helping Businesses Grow & Succeed 13 Invitation For Bid(IFB) Sealed bid: –Award will be based on lowest price –Bid is publicly opened AND –No discussions, no negotiations.

Helping Businesses Grow & Succeed 14 Request For Proposal (RFP) Negotiated ---- Non Negotiated Lowest Price or Best Value Cost or Price data

Helping Businesses Grow & Succeed 15 Request For Information (RFI) Agency search for Information Offeror submits a technical approach No price/cost data submitted.

Helping Businesses Grow & Succeed 16 Types of Contracts Cost Firm-Fixed-Price

Helping Businesses Grow & Succeed 17 Solicitation Identifies the requirements of the agency Contains all the terms and conditions of the proposed contract.

Helping Businesses Grow & Succeed 18 Uniform Contract Format Part I -- The Schedule –A - Solicitation/Contract Form –B - Supplies or Services and Prices –C - Description/Specification –D - Packaging and Marking –E - Inspection and Acceptance –F - Deliveries or Performance –G - Contract Administration Data –H - Special Contract Requirements

Helping Businesses Grow & Succeed 19 Uniform Contract Format (Con’t) Part II - Contract Clauses –I - Contract Clauses Part III -- List of Documents, Exhibits, and Other Attachments –J - List of Attachments

Helping Businesses Grow & Succeed 20 Uniform Contract Format (Con’t) Part IV - Representations and Instructions –K - Reps, Certs, and other statements of offerors –L - Instructions, conditions, and notices to offerors –M - Evaluation factors for Award

Helping Businesses Grow & Succeed 21 Uniform Contract Format (Con’t) Part I, II and III become the contract Part IV is retained in the contract file.

Helping Businesses Grow & Succeed 22 Section A - Solicitation/Contract Form Multipurpose standard forms –SF 33 - Solicitation, Offer and Award –SF Solicitation, Offer and Award (Construction) –SF Commercial Items

Helping Businesses Grow & Succeed 23 Section A - Solicitation/Contract Form Number of pages Solicitation Number Type of solicitation –Sealed Bid (IFB) –Negotiated (RFP) Date Issued Defense Priority Allocation System (DPAS) Rating

Helping Businesses Grow & Succeed 24 Section A - Solicitation/Contract Form Issued by NAICS POC, Name, Title, Phone number, , fax number Bid/proposal due date, time and location Minimum bid/offer acceptance period

Helping Businesses Grow & Succeed 25 Section A - Solicitation/Contract Form Name/Address of Offeror Acknowledgement of amendments Signature Block for Offeror

Helping Businesses Grow & Succeed 26 Section B - Supplies or Services Contract Line Item Numbers (CLINs) Description of Supply/Service Extended Price Total Price

Helping Businesses Grow & Succeed 27 Section C - Statement of Work Description of Scope of Work

Helping Businesses Grow & Succeed 28 Section D - Packaging and Marking Packaging requirements Identifies special markings bar coding

Helping Businesses Grow & Succeed 29 Section E - Inspection and Acceptance When and Where

Helping Businesses Grow & Succeed 30 Section F - Deliveries or Performance Identifies the place of performance of the services or delivery of the items.

Helping Businesses Grow & Succeed 31 Section F - Deliveries or Performance Specifies the performance/delivery schedule Specifies the term of the contract, including Options

Helping Businesses Grow & Succeed 32 Section G - Contract Administration Data Who will administer the contract for the Government Where contractor invoices are to be sent

Helping Businesses Grow & Succeed 33 Section H - Special Contract Requirements Security requirements Additional insurance requirements

Helping Businesses Grow & Succeed 34 Section I - General Provisions Clauses incorporated by reference, with the same force and effect as in full text (FAR )

Helping Businesses Grow & Succeed 35 Section J -List of Documents, Exhibits & Attachments Contract Data Requirements Lists (CDRLs) Security Specifications Wage Determinations Drawings Lists of Government Furnished Property Past Performance

Helping Businesses Grow & Succeed 36 Section K - Representations & Certifications Debarment and Other Responsibility Issues Taxpayer Identification Small Business Certifications DUNS Number Toxic Chemical Release Reporting EEO Affirmative Action Compliance

Helping Businesses Grow & Succeed 37 Section L - Instructions, Conditions and Notices Instructions to Offerors ( ) Type of Contract Proposal Preparation Instructions Evaluation Process

Helping Businesses Grow & Succeed 38 Section M - Evaluation Factors for Award Basis for Award Technical Cost Price Data

Helping Businesses Grow & Succeed 39 Amendment Revised requirements of the Government (changes in quantity, specifications, delivery schedules, opening dates, etc.) Corrections to the IFB/RFP/RFQ

Helping Businesses Grow & Succeed 40 Summary Read Solicitations Methods of Procurement Types of Contracts

Helping Businesses Grow & Succeed Q & A “Daniel Telep Jr.” Florida Gulf Coast University FSBDC or