“Reading Solicitations” Florida SBDC at FGCU Helping Businesses Grow & Succeed “Doing Business...

transcript

“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 [§ 288.001, 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.

Statewide Infrastructure

Our NetworkStatewide 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

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.

FSBDC Services

Consulting Personalized, confidential and provided at no cost

TrainingValue-added from the basics to advanced topics

Business Data & InformationCurrent and expansive information for better decision-making

Objectives

• Read Solicitations• Methods of Procurement• Types of Contracts

What Does The Government Want?

How Do They Communicate?

The Solicitation

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)

Micro Purchases

• Awards made from $1-$3,000

– Small or Large Business– No Competition– One Source– Price

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)

Invitation For Bid(IFB)

• Sealed bid:

– Award will be based on lowest price

– Bid is publicly opened AND

– No discussions, no negotiations.

Request For Proposal (RFP)

• Negotiated ---- Non Negotiated

• Lowest Price or Best Value • Cost or Price data

Request For Information (RFI)

• Agency search for Information

• Offeror submits a technical approach

• No price/cost data submitted.

Types of Contracts

• Cost

• Firm-Fixed-Price

Solicitation

• Identifies the requirements of the agency

• Contains all the terms and conditions of the proposed contract.

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

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

• 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

• Part I, II and III become the contract• Part IV is retained in the contract file.

Section A -Solicitation/Contract Form• Multipurpose standard forms

– SF 33 - Solicitation, Offer and Award

– SF 1442 - Solicitation, Offer and Award (Construction)

– SF 1449 - Commercial Items

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

Section A -Solicitation/Contract Form• Issued by

• NAICS • POC, Name, Title, Phone number, e-mail, fax

number

• Bid/proposal due date, time and location

• Minimum bid/offer acceptance period

Section A -Solicitation/Contract Form• Name/Address of Offeror

• Acknowledgement of amendments

• Signature Block for Offeror

Section B - Supplies or Services• Contract Line Item Numbers (CLINs)

• Description of Supply/Service

• Extended Price

• Total Price

Section C - Statement of Work• Description of Scope of Work

Section D -Packaging and Marking• Packaging requirements

• Identifies special markings bar coding

Section E -Inspection and Acceptance

• When and Where

Section F -Deliveries or Performance• Identifies the place of performance of

the services or delivery of the items.

Section F -Deliveries or Performance• Specifies the performance/delivery

schedule

• Specifies the term of the contract, including Options

Section G -Contract Administration Data

• Who will administer the contract for the Government

• Where contractor invoices are to be sent

Section H - Special Contract Requirements

• Security requirements

• Additional insurance requirements

Section I -General Provisions• Clauses incorporated by reference,

with the same force and effect as in full text (FAR 52.252-2)

Section J -List of Documents, Exhibits & Attachments• Contract Data Requirements Lists

(CDRLs)• Security Specifications• Wage Determinations• Drawings• Lists of Government Furnished Property• Past Performance

Section K - Representations & Certifications• Debarment and Other Responsibility

Issues• Taxpayer Identification• Small Business Certifications• DUNS Number• Toxic Chemical Release Reporting• EEO• Affirmative Action Compliance

Section L - Instructions, Conditions and Notices • Instructions to Offerors (52.215-1)

• Type of Contract

• Proposal Preparation Instructions

• Evaluation Process

Section M -Evaluation Factors for Award• Basis for Award

TechnicalCost Price Data

Amendment

• Revised requirements of the Government

(changes in quantity, specifications, delivery schedules, opening dates, etc.)

• Corrections to the IFB/RFP/RFQ

Summary

• Read Solicitations• Methods of Procurement• Types of Contracts

“Daniel Telep Jr.”Florida Gulf Coast University FSBDC239.745.3708 or 239.745.3700“dtelep@FGCU.edu

www.fsbdcswfl.org