“Reading Solicitations” “Doing Business with the Government” State Designated as Florida’s Principal Provider of Business Assistance [§ 288.001, Fla. Stat.] Florida SBDC at FGCU 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 Statewide network of 43 centers Locations 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. 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 Objectives • Read Solicitations • Methods of Procurement • Types of Contracts 6 Helping Businesses Grow & Succeed What Does The Government Want? 7 Helping Businesses Grow & Succeed How Do They Communicate? 8 Helping Businesses Grow & Succeed The Solicitation Helping Businesses Grow & Succeed Methods of Procurement • • • • • Micro Purchases (Credit Cards, $1-$3,500) Simplified Acquisitions ($3,500- $6.5 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) 10 Helping Businesses Grow & Succeed Micro Purchases • Awards made from $1-$3,500 – Small or Large Business – No Competition – One Source – Price 11 Helping Businesses Grow & Succeed Simplified Acquisitions • • • • • • • Awards made from $3,500-$6.5 million Commercial Item Request for Quote (RFQ) Competitive Negotiated --- Non Negotiated Lowest Price or Best Value Price Only (Fixed-Price) 12 Helping Businesses Grow & Succeed Invitation For Bid(IFB) • Sealed bid: – Award will be based on lowest price – Bid is publicly opened AND – No discussions, no negotiations. 13 Helping Businesses Grow & Succeed Request For Proposal (RFP) • Negotiated ---- Non Negotiated • Lowest Price or Best Value • Cost or Price data 14 Helping Businesses Grow & Succeed Request For Information (RFI) • Agency search for Information • Offeror submits a technical approach • No price/cost data submitted. 15 Helping Businesses Grow & Succeed Types of Contracts • Cost • Firm-Fixed-Price 16 Helping Businesses Grow & Succeed Solicitation • Identifies the requirements of the agency • Contains all the terms and conditions of the proposed contract. 17 Helping Businesses Grow & Succeed 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 18 Helping Businesses Grow & Succeed 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 19 Helping Businesses Grow & Succeed 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 20 Helping Businesses Grow & Succeed Uniform Contract Format (Con’t) • Part I, II and III become the contract • Part IV is retained in the contract file. 21 Helping Businesses Grow & Succeed 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 22 Helping Businesses Grow & Succeed 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 23 Helping Businesses Grow & Succeed 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 24 Helping Businesses Grow & Succeed Section A Solicitation/Contract Form • Name/Address of Offeror • Acknowledgement of amendments • Signature Block for Offeror 25 Helping Businesses Grow & Succeed Section B Supplies or Services • Contract Line Item Numbers (CLINs) • Description of Supply/Service • Extended Price • Total Price 26 Helping Businesses Grow & Succeed Section C Statement of Work • Description of Scope of Work 27 Helping Businesses Grow & Succeed Section D Packaging and Marking • Packaging requirements • Identifies special markings bar coding 28 Helping Businesses Grow & Succeed Section E Inspection and Acceptance • When and Where 29 Helping Businesses Grow & Succeed Section F Deliveries or Performance • Identifies the place of performance of the services or delivery of the items. 30 Helping Businesses Grow & Succeed Section F Deliveries or Performance • Specifies the performance/delivery schedule • Specifies the term of the contract, including Options 31 Helping Businesses Grow & Succeed Section G Contract Administration Data • Who will administer the contract for the Government • Where contractor invoices are to be sent 32 Helping Businesses Grow & Succeed Section H Special Contract Requirements • Security requirements • Additional insurance requirements 33 Helping Businesses Grow & Succeed Section I General Provisions • Clauses incorporated by reference, with the same force and effect as in full text (FAR 52.252-2) 34 Helping Businesses Grow & Succeed Section J -List of Documents, Exhibits & Attachments • Contract Data Requirements Lists (CDRLs) • Security Specifications • Wage Determinations • Drawings • Lists of Government Furnished Property • Past Performance 35 Helping Businesses Grow & Succeed Section K - Representations & Certifications • • • • • • • Debarment and Other Responsibility Issues Taxpayer Identification Small Business Certifications DUNS Number Toxic Chemical Release Reporting EEO Affirmative Action Compliance 36 Helping Businesses Grow & Succeed Section L - Instructions, Conditions and Notices • Instructions to Offerors (52.215-1) • Type of Contract • Proposal Preparation Instructions • Evaluation Process 37 Helping Businesses Grow & Succeed Section M Evaluation Factors for Award • Basis for Award Technical Cost Price Data 38 Helping Businesses Grow & Succeed Amendment • Revised requirements of the Government (changes in quantity, specifications, delivery schedules, opening dates, etc.) • Corrections to the IFB/RFP/RFQ 39 Helping Businesses Grow & Succeed Summary • Read Solicitations • Methods of Procurement • Types of Contracts 40 Helping Businesses Grow & Succeed Q&A “Daniel Telep Jr.” Florida Gulf Coast University FSBDC 239.745.3708 or 239.745.3700 “dtelep@FGCU.edu www.fsbdcswfl.org Helping Businesses Grow & Succeed