1. Federal Acquisition Service U.S. General Services Administration Sharon Terango – Project Manager Michael Hargrove – Contracting Officer General Services Administration June 9 - 11, 2009 GSA Expo SmartBUY - Government-wide Software Procurement

2. Federal Acquisition Service U.S. General Services Administration 2 Table of Contents  SmartBUY Program Background  Goals and Objectives  Business / Governance Model  Major Processes  Software Market Categories  Agreements and Highlights  LoB Partnerships  FAR Case Status  How to Use SmartBUY BPAs  Enterprise Software Initiative (DoD)

3. Federal Acquisition Service U.S. General Services Administration 3  SmartBUY (Software Managed and Acquired on the Right Terms) launched in June 2003  SmartBUY leverages the Federal government's software purchasing power  Supports President Obama’s Homeland Security Agenda to modernize critical IT Infrastructures  Identified as a FY 2010 IT Spending Priority by the Obama Administration  OMB Memorandum M-03-14 (June 2, 2003)  OMB Memorandum M-04-08 (February 25, 2004) SmartBUY Program Background

4. Federal Acquisition Service U.S. General Services Administration 4 The Ultimate Goal – The Federal Government as One Customer  Collaborative Governance Structure  Special Interest Groups  Software Asset Management  Transfer Software Entitlements

5. Federal Acquisition Service U.S. General Services Administration 5 SmartBUY Key Service Objectives SmartBUY Best Obtainable Terms and Conditions Flexibility Cost Savings Standardization

6. Federal Acquisition Service U.S. General Services Administration 6  Provide Federal agencies the best obtainable terms and conditions  Work with Federal agencies to understand software requirements  Improve the configuration management, security, and standards of Federal computers  Reduce Acquisition and Support costs  Complement the Schedule 70 program by targeting large- volume software purchases SmartBUY Business Model

7. Federal Acquisition Service U.S. General Services Administration 7 GSA Schedule 70 / SmartBUY Relationship GSA Schedule 70 Broad Selection of Software Applications Selection Flexibility Ease of Use Standard Terms & ConditionsSmartBUY Strategic Sourcing Methodology Targeted Software Competitions Partners Selected Based on Government Footprint Schedule 70 Terms & Conditions

8. Federal Acquisition Service U.S. General Services Administration 8 SmartBUY Governance Board Office of E- Government & IT Office of Management and Budget Office of Federal Procurement Policy CAO CouncilCIO Council GSA ITS Assistant Comm. OMB E-Gov & IT Administrator Federal Agencies SmartBUY Governance Model COTS Software Vendors SmartBUY Program Management Office POLICY GOVERNANCE OPERATIONS Analytical SupportProject ManagersContracting Officers Director

9. Federal Acquisition Service U.S. General Services Administration 9 SmartBUY Governance Board Participants:  OMB Administrator of E-Government and Information Technology  CIO Council  CAO Council  GSA Integrated Technology Services, Assistant Commissioner SmartBUY Governance Board

10. Federal Acquisition Service U.S. General Services Administration 10 SmartBUY Governance  Governance Board Meetings and Teleconferences  Proposed Agreement Vetting Process  Impending Agreement Notification  Waiver Process: http://www.cio.gov/documents/20040708finalwaiver- cUpdate.doc http://www.cio.gov/documents/20040708finalwaiver- cUpdate.doc

11. Federal Acquisition Service U.S. General Services Administration 11 SmartBUY implements agreements using the following guidelines: SmartBUY Major Processes A.Identify Potential Agreements B.Process Agreements C.Administer and Track Agreements

12. Federal Acquisition Service U.S. General Services Administration 12 1)Data Call and Analysis 2)Vendor Contact and Assessment 3)Requirements Review 4)DoD-ESI Collaboration Identify Potential Agreements

13. Federal Acquisition Service U.S. General Services Administration 13 SmartBUY implements agreements using the following guidelines: SmartBUY Major Processes A.Identify Potential Agreements B.Process Agreements C.Administer and Track Agreements

14. Federal Acquisition Service U.S. General Services Administration 14 1)Market Research, Spend Analysis, and Acquisition Recommendation 2)Business Case 3)Governance Board Approval 4)Agreement Acquisition 5)Final Approval Process Agreements

15. Federal Acquisition Service U.S. General Services Administration 15 SmartBUY implements agreements using the following guidelines: SmartBUY Major Processes A.Identify Potential Agreements B.Process Agreements C.Administer and Track Agreements

16. Federal Acquisition Service U.S. General Services Administration 16 1)Notify Chief Information Officer (CIO) and Chief Acquisition Officer (CAO) Councils 2)Transition to SmartBUY from Existing BPAs 3)Renegotiate Agreements 4)Track Results Administer and Track Agreements

17. Federal Acquisition Service U.S. General Services Administration 17  Business Intelligence  Database Management  Enterprise Backup/Recovery  Enterprise Content Mgt.  Enterprise Resource Planning  Geospatial Information Systems  Information Assurance  Network Management  Office Automation  Open Source SmartBUY Software Market Categories

18. Federal Acquisition Service U.S. General Services Administration 18 Creating SmartBUY Agreements  Identify Software Function / Map to SmartBUY Market Category  Define Requirements  Prepare Acquisition Plan  Prepare and Issue Solicitation via e-Buy  Evaluate Quotations  Seek Improved Prices via Negotiation with Compliant Offerors  Conduct Internal Administrative and Legal Reviews  Effect Bilateral Award

19. Federal Acquisition Service U.S. General Services Administration 19 Blanket Purchase Agreement (BPA) In accordance with FAR 8.405-3, a GSA Schedule BPA:  Simplifies recurring acquisitions of products and services.  Provides an opportunity to negotiate further discounts  Reduces administrative efforts by eliminating repetitive, individual orders and payments  Obtains best value by leveraging buying power through volume purchasing  Provides streamlined ordering procedures  Allows for quicker turnarounds on orders  Permits an ordering activity to incorporate terms and conditions consistent with the underlying contract

20. Federal Acquisition Service U.S. General Services Administration 20 There are currently 35 SmartBUY BPAs. Each BPA is placed against an IT Schedule 70 contract. Achieved FY 2008 cost savings of over $165M for Federal customers. SmartBUY Agreements

21. Federal Acquisition Service U.S. General Services Administration 21 BPA Socio-Economic Classifications  9 Large Businesses  20 Small Businesses  3 Small Disadvantaged Businesses  2 Service-Disabled Veteran Owned Small Businesses  1 Woman Owned Small Business

22. Federal Acquisition Service U.S. General Services Administration 22 SmartBUY State and Local Support Goal: Make SmartBUY Agreements available to non-Federal agencies via the Cooperative Purchasing program.  At this time, 13 of the 35 SmartBUY BPAs are available for state, local, and tribal use:  Enterprise Content Management (ECM)  Information Assurance - Data at Rest (DAR)  SmartBUY has received approval to establish new BPAs that may be used by state, local, and tribal customers:  Situational Awareness and Incident Response (SAIR)  Geospatial Information Systems (GIS)

23. Federal Acquisition Service U.S. General Services Administration 23  Increase Federal Market Share  Create More Predictable Revenue Streams  Enhance Software Offerings with Professional Services  Lower the Cost of Sales to Government Software Publisher Key Success Factors

24. Federal Acquisition Service U.S. General Services Administration 24 SmartBUY BPAs have saved over $325 Million for Government Agencies in Fiscal Years 2007 and 2008 SmartBUY Sales and Cost Avoidance $ Millions 0 100 200 300 400 SalesCost Avoidance FY 07 and FY 08 SalesCost Avoidance

25. Federal Acquisition Service U.S. General Services Administration 25 E-Government LoB Partnerships

26. Federal Acquisition Service U.S. General Services Administration 26 Information Systems Security (ISS) LoB  Facilitates information sharing on program goals, objectives and activities.  Collects information on current and planned agency software requirements, such as TIC, FDCC, and SCAP compliance.  Partners with government-wide working groups to participate in the development of SmartBUY agreements  Establishes a common framework to help agencies align their E-Gov and IT goals with OMB.

27. Federal Acquisition Service U.S. General Services Administration 27 ISS LoB Developments  Builds strategic sourcing of government-wide software purchases through partnerships with government agencies.  SmartBUY and the ISS LoB Inter-Agency Working Group issued an e-Buy solicitation for the acquisition of Situational Awareness and Incident Response (SAIR) security products.  The following government-wide security applications were awarded in May 2009:  Configuration Scanning and Assessment Tools  Vulnerability Scanning and Remediation Tools  Network Path / Discovery Tools

28. Federal Acquisition Service U.S. General Services Administration 28 Geospatial LoB  Identifies optimization and consolidation opportunities for Federal investments to reduce costs and improve services to citizens.  Seeks effective development and interoperability of Geospatial data.  Geospatial Information Systems (GIS) Functionality:  Computer Aided Design  Web-Based Visualization  Imagery Analysis  Geocoding  National Road Networks  Analytics and Modeling

29. Federal Acquisition Service U.S. General Services Administration 29 Geospatial LoB Developments  Geospatial LoB Working Group representatives: DoD, EPA, USGS, NASA, Justice, Commerce, DOE, USDA, HUD, NARA, Census Bureau, and GSA.  The Working Group desires expansion of SmartBUY GIS Offerings to:  Promote marketplace competition  Further reduce GIS application prices  GIS tools and services will support monitoring, safeguarding, and scenario planning across all levels of Government.  Solicitation closed on May 21, 2009.

30. Federal Acquisition Service U.S. General Services Administration 30 IT Infrastructure (ITI) LoB  Identifies opportunities for IT infrastructure consolidation and optimization.  Defines specific performance measures for service levels/costs.  Develops transition plans within and across agencies.  Identifies best practices for government-wide consolidation and optimization.

31. Federal Acquisition Service U.S. General Services Administration 31  Working with the FAR Council (Case 2005-014) to issue a new SmartBUY FAR clause.  Clause will state that all agencies purchasing commercial software include SmartBUY in their acquisition process as a “mandatory source of consideration”.  The SmartBUY clause will reside in FAR Part 39.  April 2009 – The GSA Office of the Chief Acquisition Officer (OCAO) sent the case to OMB’s Office of Federal Procurement Policy for final approval. FAR Case Status

32. Federal Acquisition Service U.S. General Services Administration 32 How to Use SmartBUY BPAs  SmartBUY Website: http://www.gsa.gov/smartbuyhttp://www.gsa.gov/smartbuy  Decentralized Ordering Process  Standard Multiple Award Schedule (MAS) BPA Procedures  Spot Discounting Encouraged

33. Federal Acquisition Service U.S. General Services Administration 33  Founded in 1998 to establish a Department of Defense software enterprise management process.  Identifies, consolidates, and presents broad-based commercial IT requirements to commercial IT vendors, via a single negotiating position.  Negotiation, acquisition and administration methodologies are based on recognized best practices, and 14 basic operating principles  Implements the GSA SmartBUY Program within the Department of Defense  ESI Home Page: http://www.esi.milhttp://www.esi.mil DoD Enterprise Software Initiative (ESI) Program

34. Federal Acquisition Service U.S. General Services Administration 34 SmartBUY Program Management Office John SchwarzDirector, SmartBUY PMOjohn.schwarz@gsa.gov(703) 306-7687 Pebble RandolphSenior Project Managerpebble.randolph@gsa.gov(703) 306-7594 Stephen BellProject Managerstephen.bell@gsa.gov(703) 306-7595 Edward BengerProject Manageredward.benger@gsa.gov(703) 306-6359 Adrian FishProject Manageradrian.fish@gsa.gov(703) 306-7534 Doug HansenProject Managerdoug.hansen@gsa.gov(703) 306-6333 Sharon TerangoProject Managersharon.terango@gsa.gov(703) 306-6104 Michael HargroveContracting Officermichael.hargrove@gsa.gov(703) 306-7701 Justine ColeContracting Specialistjustine.cole@gsa.gov(703) 306-6875 Deepa HilaryBusiness Analystdeepa.hilary@gsa.gov(703) 306-6627 E-mail: SmartBUY@gsa.gov Website: http://gsa.gov/smartbuy