1. Federal Acquisition Service U.S. General Services Administration FINANCIAL SERVICE SOLUTIONS Jackie Austin Business Management Specialist GSA, Federal Acquisition Service Central Office

2. Federal Acquisition Service 2 GSA Service Schedules A World of Total Solutions  Financial and Business Solutions (FABS - 520)  Mission Oriented Business Integrated Services (MOBIS - 874)  Information Technology Schedule (IT Schedule 70)  Temporary Administrative & Professional Staffing (TAPS - 736)

3. Federal Acquisition Service 3 Value Proposition of Using a FABS, MOBIS, TAPS or IT Schedule These Schedules can improve the quality, timeliness and efficiency of services provided by the Federal Government. Solutions can cross Schedules. RFQ’s on GSA e-Buy can be posted for multiple Schedules and Special Item Numbers. Contractor Teaming Arrangements offer a comprehensive solution to customer needs.

4. Federal Acquisition Service 4 Bottom Line Benefits of GSA Schedules Save Time Save Money Meet FAR Requirements Satisfy Socio-Economic Goals Promote Competition Contain Qualified Vendors Easy to Find the Products, Services and Information You Need Resources to Obtain the Lowest Price Quote

5. Federal Acquisition Service 5 Financial and Business Solutions (FABS)  Accounting Services  Budget Services  Financial Management Services  Audit Services  Business Information Services  Professional Legal Services

6. Federal Acquisition Service 6 FABS - examples of Agency Use  Used by agency CFOs to assess a portfolio, including both tangible and intangible assets, e.g. of intangible: international fishing rights  Appraisal, title, sale and closing services for real property and related marketing activities, used by CFO  Cost impact studies, used by CFO  Budget, Monitor and Report projects, used by OIG and CFO  Transparency and Oversight actions, used by OIG and CFO  Forensic Audit Services, used by OIG  Recovery Audits, Medical Coding & Claims Processing, used by VA  Credit Monitoring used after data breach  Project/Program Management services for financial projects/programs

7. Federal Acquisition Service 7 Types of customers that would require Financial and Business Solutions (520) Auditor Accountant Computer Forensic Specialist Budget Analyst Financial Program Officer Inspector General

8. Federal Acquisition Service 8 Financial and Business Solutions (520) Point of contact: jackie.austin@gsa.gov (703) 605-2820

9. Federal Acquisition Service 9 Mission Oriented Business Integrated Services - MOBIS   Consulting Services  Facilitation Services  Survey Services  Program and Project Management  MOBIS Training Services  Acquisition Management Support Services

10. Federal Acquisition Service 10 Who would use MOBIS for Financial Solutions?  Business Specialists  Program Executive Officers  Program Managers  Acquisition and Procurement Specialists

11. Federal Acquisition Service 11 Mission Oriented Business Integrated Services (874) Points of contact  mobis@gsa.gov  800-241-RAIN

12. Federal Acquisition Service 12 Information Technology Schedule  Maintenance of Equipment, Repair Services and/or repair/spare parts  Term Software License  Perpetual Software License  Maintenance  Classroom Training  Information Technology Services

13. Federal Acquisition Service 13 Key customer benefits of IT Schedule:  Optimize government financial office through technology  Improved financial systems  State-of-the-Art Commercial Technology  JFMIP-Certified Software  Meet OMB Mandates for Government Financial Systems

14. Federal Acquisition Service 14 Who Would Use GSA’s IT Schedule for Financial Application?  Chief Financial Officer  Inspector General  Financial Management Officials  Accountant  Budget Analyst  Project Manager  Military and Civilian Federal Agencies  State and Local Governments  Cooperative Purchasing

15. Federal Acquisition Service 15 IT Schedule Point of Contact  Customer Support:  (703) 605-2700  It.center@gsa.gov

16. Federal Acquisition Service 16 Temporary Administrative and Professional Staffing (TAPS 736) Administrative Support and Clerical Occupations Automated Data Processing Occupations General Service and Support Occupations Technical and Professional Occupations

17. Federal Acquisition Service 17 Key customer benefits of TAPS: Ability to quickly add any type of commercially available labor to augment your staff in any quantity Huge variety of labor categories direct from temporary staffing firms Short term duration of one calendar year or less Service Contract Act wages already fully burdened Professional labor rates already fully burdened

18. Federal Acquisition Service 18 Who would use TAPS for Financial Solutions?  Agencies that need additional staffing to accomplish their mission. This includes: Vacancies that are unable to be filled—federal employee absent due to leave, military deployment, continuous vacancy, etc. Critical needs that arise—end of year workload, special projects, disaster response, etc.

19. Federal Acquisition Service 19 Temporary Administrative and Professional Staffing Services (736) Points of Contact:  michael.mcdaniel@gsa.gov  817-574-2330  richard.armstead@gsa.gov  817-574-2317

20. Federal Acquisition Service 20 Multiple Schedule Solutions  The US Marine Corps System Command, in Quantico, VA and the US Army Aviation and Missile Command in Huntsville, AL have set up BPAs for a number of services including: Business and Analytical Logistics  Program Management  Technical  Use of Contractor Teaming Arrangements and subcontractor arrangements to compete for each BPA

21. Federal Acquisition Service 21 Customer Solutions - FABS  Agency - The US Dept. of Education  Need - financial advisor services  A comprehensive project plan that included a multifaceted portfolio management/sales strategy and a detailed plan for a sale of the student loan portfolio or any portion thereof.  End product of this project - a stand-alone portfolio management/ sales strategy.  Solution - GSA contractors  Expertise  Minimal administrative time and cost.  Identification of potential vendors to contract award took less  than three weeks.

22. Federal Acquisition Service 22 Benefits and Value to Dept. of Education Shorter Lead Time Saves money Flexibility in managing contractor performance Flexibility in negotiating further discounts Continuity in providers

23. Federal Acquisition Service 23 Customer Solutions- MOBIS DHS Strategic Sourcing Initiative, awarded 9 BPAs in 2006 Provide Professional and Program Management support services Total BPA value estimated at $500M over 5 year period 15% - 30% discounts off the applicable GSA MOBIS contracts Promote utilization of small businesses as Team Leads, Team Partners, and Subcontractors

24. Federal Acquisition Service 24 Customer Solutions - TAPS  Agency – General Services Administration (GSA)  Need – Data Entry Clerk  The conversion of contract files from a paper format to a digital format requires extensive data input, scanning and electronic filing to ensure continuity. The project is short term in duration and will end when all files are converted.  End Product  All hard copy contract files have been scanned and properly filed in the new document conversion and retrieval system.  Solution - GSA schedule contractor  Wide variety of choices.  Minimal administrative time and cost.  Identification of potential vendors to contract award and initiation of work took less than thirty days

25. Federal Acquisition Service 25 Contractor Team Arrangements (CTA)  Two or more GSA schedule contractors  Total solution  GSA Schedule contractors craft the CTA document  All team members should be designated  Team lead should be identified if applicable  Customer can deal directly with each contractor

26. Federal Acquisition Service 26 Small Business Procurement – GSA Can Help!  All small businesses should have the maximum practicable opportunity to participate in providing goods and services to U.S. Government (Small Business Act)  The Small Business Administration’s (SBA’s) statutory government-wide procurement goals*: 23% of an agency’s prime contracts for small businesses 5% for small disadvantage businesses (prime & subcontracts) 5% for women-owned small businesses (prime & subcontracts) 3% for HUBZone businesses (prime and subcontracts) 3% for service-disabled veteran-owned small businesses (SDVOSBs) (prime & subcontracts) GSA’s Multiple Award Schedule (MAS) Program can help you identify and include these companies in the competition for your agency’s business!

27. Federal Acquisition Service 27 Thank You!  Questions