1. Professional Services Schedule - Migrations
Kathy Jocoy, PSS Project Manager Kim McFall, Migrations Supervisory Contracting Officer
FAS R10
May 2015

2. 1) Professional Services Schedule Overview
2) Submitting a Migration
3) Helpful Hints
4) BPAs
5) Frequently Asked Questions

3. PSS Overview
FAS, Region 10 identified the need to create a new single Multiple Award Schedule (MAS) that encompasses professional services only in order to:
Provide customers with the ability to obtain and contractors to provide, total solutions to complex professional services requirements using one contract vehicle.  
AND
One Schedule will save time and eliminate confusion often associated with managing a cadre of contracts to successfully complete requirements within a timely manner.
In order to improve the usability of the schedules and reduce the administrative burden on stakeholders, FAS has identified the need to create a new single Multiple Award Schedules (MAS) that encompasses professional services only

4. Professional Services Schedule (PSS)
GSA will change the name of the pre-existing 00CORP program to its new name:
Professional Services Schedule (PSS)
Solicitation Number will be: FCO-00CORP-0000C
Anticipated Date of Release: October 1, 2015

5. Single Schedule Programs affected by the PSS consolidation:
541 – Advertising and Integrated Marketing Services (AIMS)
520 – Financial and Business Solutions (FABS)
738II – Language Services
871 – Professional Engineering Services (PES)
874 – Mission Oriented Business Integrated Services (MOBIS)
874-V – Logistics Worldwide (Logworld)
899 – Environmental Services
00CORP – Consolidated Services

6. Important Reminder Regarding the Complementary SINs C132-51, C595-21, C , C , C , C
These SINs cannot be used as “stand alone” SINs –
Firms who provide these services in a stand alone fashion are encouraged to secure a contract under the respective program.

7. PSS - MIGRATIONS
The merging of two or more contracts into a single schedule contract. In most cases, the terms and conditions, pricing, and escalation are all transferred over to the new contract. However, in some cases negotiations may occur which would result in changes to one or all factors noted above. •

8. Firms with two or more contracts must migrate.
PSS - Migrations
Firms with two or more contracts must migrate.
If existing contracts are not migrated they won't be visible in Schedules elibrary, GSA Advantage or eBuy after October 1st.

9. What’s the Latest? *122 Migrations already awarded
Final effort to contact contractors who still need to migrate is underway
Specialized team of 8 assigned to Migrations
Anticipated time to complete a migration: approximately 6 weeks once its assigned to a PCO
*as of 5/27/2015
CO’s assigned to work migrations are pressed for time and a its very important that you are responsive if you want your migation completed.
Takes approximately 6 weeks once the migration is assigned to a PCO.

10. Submitting a Migration
Firms are not required to retake pathway for success unless Schedule contract(s) awarded prior to creation of training. The system will automatically upload the first certificate it sees.
Training is available; takes less than 2 hours to complete and is no cost. Go to select Tool Box, scroll down and click on “Step 1, Research” and then click on Task #1 Pathway to Success
ORS will not allow the firm to complete the submission without the completion of Pathways training.

11. Submitting a Migration
Requirements for eOffer:
A firm does not have to do the Readiness Assessment
A firm can upload  a blank document for the sections labeled as “Administrative Proposal and Pricing proposal”(or one of those documents required in items 5 – 13) into the system under the section headers required.
The eOffer application requires that an automated “Technical Proposal” be filled out prior to the submission of any offer. It is not required for a migration, enter “n/a” into the automated module

12. Submitting a Migration
Format I – Migration Instructions (Doc 16):
A firm does not have to complete column 4, 6 or 7 of the “format I” attachment to migration instructions (doc 16).

13. Submitting a Migration
Business Size:
A primary NAICS code must be identified when submitting your migration.
Primary NAICS code should be based on the sales history of all migrated contracts.
Primary NAICS code will determine business size for the Consolidated contract.
The awarded business size of the Consolidated contract is based upon the current business size shown in SAM.

14. Submitting a Migration
Subcontracting Plan:
If required, module must be filled out in eOffer
Subcontracting Plan must be filled out to represent the new consolidated contracts information
Goals are consistent across all programs, so Subcontracting Plan should be similar to the plans previously established

15. Submitting a Migration
Service Contract Act (SCA) Matrix – What is really needed
Submit only the Matrix and applicable language for all awarded SCA labor categories. The template contained in the solicitation should be used or you can modify one of your current SCA tables (one that was already awarded) and add any missing labor categories to it. 

16. Submitting a Migration
Submitting a Commercial Sales Practices (CSP) Format under the migration process
The eOffer application requires that an automated CSP be filled out prior to the submission of any offer.  
The CSP contained in the eOffer application must be filled out with all of your migrated SINs and total estimated dollar values for the new Consolidated Contract. 
*Transfer any previously disclosed/accepted deviations to the Consolidated CSP.
*New exceptions and/or deviations will not be considered.

17. Submitting a proposal price list (PPL) under the migration process:
The proposal price list (Document 7) will suffice for the information requested in items 4 (a) and 4 (b)  of the CSP
Do not alter the PPL, it should be used as-is.
Transfer over the awarded labor categories, discounts, and MFC as-is to the Consolidated PPL
Intent is to move single schedule contracts as awarded *without negotiations
*Contracting Officer will use their business judgment when determining if a change is allowed and/or required.

18. FAQs
What happens if a firm has an option coming up in 250 days or less?
Disregard the option – Instead, focus on the migration.  
Contact PCO and let them know of your intent to migrate.

19. FAQs
Can a firm migrate their IT 70 or 738X SINs or ?  NO!
A firm must first migrate the affected program contracts (e.g.MOBIS, PES, Language, Environmental, Logworld, FABS, AIMS) then
MODIFY the new contract TO ADD SIN(s)
Modification to add these SINs can be submitted once the migration is complete
A firm can not migrate IT or HR Contracts containing SINs C or C  These SINs are complementary to the PSS program and we do not have ownership of the these Schedules, so if a firm asks to migrate - the answer is no!  Instead they must migrate other affected contracts first and then submit a modification to add either SIN after they have a new 00CORP contract.  

20. FAQs
How should a firm proceed if they have commercial pricing on one contract and cost build up on another?  
Transfer them “as is” onto the consolidated contract. It is not necessary to make one or the other change its basis of pricing.  

21. FAQs What if I have duplicate Labor Categories?
Duplicative labor categories will need to be differentiated in the submission (such as identifying the labor category for a specific SIN or program).
What if my contracts are awarded with a different escalation?
Prices proposed for migration must match the prices that are currently in effect on the single schedule contract
Example: Contract is in Year 3 of contract, year 3 prices are what should be inserted onto the PPL in columns M and N, Prices exclusive and inclusive of IFF.
Escalation should be proposed as it is on each schedule or may be negotiated with the Contract Specialist
*These are factors that will require discussion between you and your assigned Contracting Specialist

22. FAQs
What happens if a firm doesn’t get its migration package in by the established deadline?
The firm is required to contact Kim McFall, Director of the Migration Team and process
Communication is key to the success of this concept!

23. FAQs
What happens if a firm requires assistance with uploading documents to the 00CORP solicitation in preparation for the migration?
POC is Geri Smith, Senior Contracting Officer and resident expert for ORS : at  
Kristann Montague, Director Team A:   : at

24. FAQs What happens after Migration?
Single Schedule contracts will be “cancelled” or set to “let expire” after migration is completed.
GSA will issue a modification confirming agreed upon status of single schedule contract.
GSA will not process any modifications (other than price decreases or admin) on single schedule contracts once it has been *migrated.
*exception is contracts currently undergoing an audit

25. Migration
REMINDERS AFTER YOUR SINGLE SCHEDULE CONTRACTS HAVE BEEN MIGRATED:
1. You will use the new contract number (GS-00F-xxxxx) for all new work
2. Sales reported follow the contract number that the task order was placed against. Money follows the contract number.

26. 3. The Most important Reminder is –
Migration
3. The Most important Reminder is –
Agencies can ONLY find you after you upload your new file to GSA Advantage!®
and
You register your consolidated contract number in eBuy.
If your contract is coming to an end make sure you get the RFQ out of eBuy so that you have it saved and you can prepare under consolidated.

27. MIGRATIONS, BPAs and Task Orders (TOs)
What about the BPAs and TOs I have established under my single schedule contract?
GSA is requesting that contractors reach out to their customer agencies and inform them of their pending migration.
GSA posted a helpful document for agencies on interact:
schedule-handling-bpas-and-task-orders

28. MIGRATIONS and TOs
What about the Task orders I have established under my single schedule contract?
Task Orders issued against a Schedule contract prior to the completion of the consolidation shall be completed in accordance with the terms and conditions of Clause INDEFINITE QUANTITY OCT 1995 (DEVIATION I—JAN 1994), paragraph *(d) unless terminated by the ordering activity. *Note: Paragraph (d) reads as follows: Any order issued during the effective period of this contract and not completed within that period shall be completed by the Contractor within the time specified in the order. The contract shall govern the Contractor's and Government's rights and obligations with respect to that order to the same extent as if the order were completed during the contract's effective period.
Once the consolidation has taken place, federal customers are required to use the new contract number for all new Task Orders awarded to the company (e.g. GS-00F-xxxxx).

29. MIGRATIONS and BPAs
If you have BPAs established under your Single Schedule contracts:
Submit a list of all active Blanket Purchase Agreements (BPAs) and identify the end date of each BPA.
The status of any open BPAs will be discussed and confirmed prior to the award of your Consolidated contract.

30. MIGRATIONS and BPAs
What about the BPAs I have established under my single schedule contract? (cont…)
Work with customer agency to create a plan for established BPAs
Two scenarios:
Preferred – transfer BPA over to new consolidated contract number
Leave BPA as is – it will expire when BPA expires or single schedule expires, whichever occurs first.

31. MIGRATIONS and BPAs
What about language that might help in an RFQ Situation at the agency ordering level?
Notify the agency that your firm is in the process of migrating its contracts.
Reference attachment titled “Quote Advisory Statement for migrating schedule contracts”.

32. What’s Next?
Monthly Industry Webinars - visit for dates and times Customer training to be held on June 9, 2015
Visit our new PSS portal page at

33. QUESTIONS? Kathy Jocoy, PSS Program Manager kathy.jocoy@gsa.gov
Kimberly McFall, Migrations Supervisory Contracting Officer