Integrated Acquisition Environment FPDS Program Management Office Competition

Integrated Acquisition Environment FPDS Program Management Office Competition Changes

Competition Changes Integrated Acquisition Environment (IAE) § Estimated implementation date of 10/30/2009 The changes outlined in the following slides are meant to provide a general overview of the changes being made to the competition fields in FPDS-NG. Specific details and potential new changes may occur so please consider this as an overview and continue to watch and read the FPDS-NG Release Notes that are posted on https: //www. fpds. gov under the download section. 2

Competition Line of Demarcation (CLOD) Integrated Acquisition Environment (IAE) EMBRACE THE CLOD!!! § Most of the changes made in Competition will be effective from the date of software implementation (called the contract line of demarcation (CLOD)) § Older documents will continue to have the same rules, drop down options, as they did previously § Agencies are responsible to fix older documents by themselves THE CLOD IS BASED ON THE DATE SIGNED!!!! 3

Competition Line of Demarcation (CLOD) Integrated Acquisition Environment (IAE) The changes not subject to CLOD: § Removal and mapping of “Directed to JWOD” and “UNICOR” to “Authorized by Statute” § Multiple IDV flag set to multiple on all FSS and GWAC’s § CompetedNot Competed under SAP § “Reason Not Competed” changed to “Other than Full and Open Competition” § “Brand Name Description” as a new drop down option under “Other than Full and Open Competition” § “Buy Indian” option can only be used by HHS and DOI § “Extent Competed” is Required on DeliveryTask Orders (Pre CLOD) and BPA Calls (Pre and Post CLOD) 4

Multiple or Single Award IDV Integrated Acquisition Environment (IAE) § Once selected and approved this data element cannot be corrected if any draftfinal orderscalls exist against it. A data management fix will be required and users will be directed to agency system administrators. Agency system administrators will be required to coordinate proposed fixes with any agencies who have placed orderscalls against the IDV. § On FSS and GWAC’s • Automatically defaulted to Multiple Award • User cannot edit the “Multiple or Single Award IDV” flag • All existing FSS and GWAC’s will be updated to have this flag set to Multiple Award (1979 forward) 5

Extent Competed Integrated Acquisition Environment (IAE) § Will now be required on BPA Calls § Will now be required on DeliveryTask Orders with date signed Pre CLOD § “Competed under SAT” and “Not Competed under SAT” options will be changed to “Competed under SAP” and “Not Competed under SAP” respectively § “Competed under SAP” and “Not Competed under SAP” options will now be available for Do. D § DeliveryTask Orders against a Single Award IDV will default the “Extent Competed” from the IDV and will not be editable on the DeliveryTask Order § Extent Competed field will be disabled for DeliveryTask Orders against a Multiple Award FSSGWACIDC and will pre-populate from these IDV’s 6

Extent Competed (Cont’d) Integrated Acquisition Environment (IAE) § “Full and Open after Exclusion of Sources” can now be used in conjunction with the “Other than Full and Open Competition” selections to reflect those situations under FAR part 6. 3 where limited competition is allowed 7

Statutory Exception to Fair Opportunity Integrated Acquisition Environment (IAE) Post CLOD: § Renamed the screen label to “Fair OpportunityLimited Sources” § Now Required on DeliveryTask Orders referencing a multiple award FSSGWACIDC § Choices under the “Fair OpportunityLimited Sources” data element will be • Fair Opportunity Given • Follow-on Delivery Order Following Competitive Initial Order • Minimum Guarantee • Only one Source – Other • Other Statutory Authority • Urgency § Will only be an active field on DeliveryTask Orders against a multiple award FSSGWACIDC 8

Statutory Exception to Fair Opportunity Integrated Acquisition Environment (IAE) Pre CLOD: § The screen label will remain “Statutory Exception to Fair Opportunity” § Continue to be a Required field on DeliveryTask Orders when Extent Competed=Non Competitive DeliveryTask Order 9

Other than Full and Open Competition Integrated Acquisition Environment (IAE) Reason Not Competed: § Screen Name “Reason Not Competed” will now say “Other than Full and Open Competition” § Adding Brand Name Description (available on all records) § Removing “Directed to JWOD” and “UNICOR” – should now use “Authorized by Statute” § Previous entries under “Directed to JWOD” and “UNICOR” will be mapped to “Authorized by Statute” for all records from 1979 forward. § CWS’s that continue to send “Directed to JWOD” and “UNICOR” will automatically display “Authorized by Statute” in FPDS (until Version 1. 4 when CWS’s will be expected to send the correct value) 10

Other than Full and Open Competition Integrated Acquisition Environment (IAE) Post CLOD: § Drop down options will appear as follows: • Unsolicited Research Proposal (FAR 6. 302 -1(a)(2)(i)) • Follow-On Contract (FAR 6. 302 -1(a)(2)(ii/iii)) • Unique Source (FAR 6. 302 -1(b)(1)) • Patent or Data Rights (FAR 6. 302 -1(b)(2)) • Utilities (FAR 6. 302 -1(b)(3)) • Standardization (FAR 6. 302 -1(b)(4)) • Brand Name Description (FAR 6. 302 -1(c)) • Only One Source-Other (FAR 6. 302 -1 other) • Urgency (FAR 6. 302 -2) • Mobilization, Essential R&D (FAR 6. 302 -3) • International Agreement (FAR 6. 302 -4) • Authorized by Statute (FAR 6. 302 -5(a)(2)(i)) • Authorized Resale (FAR 6. 302 -5(a)(2)(ii)) • National Security (FAR 6. 302 -6) • Public Interest (FAR 6. 302 -7) • SAP Non-Competition (FAR 13) • Less than or equal to the Micro-Purchase Threshold (civilian agencies only) 11

Solicitation Procedures Integrated Acquisition Environment (IAE) Post CLOD: §“Multiple Award Fair Opportunity” (MAFO) will be changed to “Subject to Multiple Award Fair Opportunity” (SMAFO) on documents with a date signed post CLOD §SMAFO will automatically be defaulted when a DeliveryTask Order references a Multiple Award FSSGWACIDC 12

Type of Set Aside Integrated Acquisition Environment (IAE) Post CLOD: §Validation rules are modified to allow the selection of “Type of Set Aside” value when the Extent Competed = Competed under SAP or Extent Competed = Not Competed under SAP. §If “Not Competed Under SAP” then “Type of Set Aside” (if chosen) must be one of the sole source set asides: • 8(a) Sole Source • HUBZone Sole Source • SDVOSB Sole Source • Veteran Sole Source 13

Type of Set Aside Integrated Acquisition Environment (IAE) Post CLOD: §If “Competed Under SAP” then “Type of Set Aside” (if chosen) must be one of the following: • • • 8(a)with HUB Zone Preference 8(a) Competed Buy Indian Emerging Small Business Set Aside HBCU or MI Set-Aside -- Partial HBCU or MI Set-Aside -- Total HUBZone Set Aside Service Disabled Veteran Owned Small Business Set-Aside Small Business Set Aside – Partial Small Business Set Aside – Total Very Small Business Veteran Set Aside 14

Other Changes Integrated Acquisition Environment (IAE) Post CLOD: §Buy Indian can only be used by HHS and DOI §No major changes to BPA and BPA call competition choice • Extent Competed will now be Required on BPA Calls §Competition Report • At OFPP’s direction the Competition Report will be revised 15

Recap Integrated Acquisition Environment (IAE) Post CLOD: §DeliveryTask Orders Referencing a Single Award IDC • Extent Competed, Reason Not Competed, Solicitation Procedures, Evaluated Preference, Type of Set Aside all prepopulate from the Referenced IDC • User does not select anything • Fields are grayed out §DeliveryTask Orders Referencing a Multiple Award FSSGWACIDC • Extent Competed pulls from the referenced FSSGWACIDC • Solicitation procedures must equal SMAFO • Fair OpportunityLimited Sources field is Required 16

Recap (Cont’d) Integrated Acquisition Environment (IAE) §Reason Not Competed will be Other than Full and Open Competition §Directed to JWOD and UNICOR will be removed and Authorized by Statute should be used instead §Under solicitation procedures Multiple Award Fair Opportunity (MAFO) will now be Subject to Multiple Award Fair Opportunity (SMAFO) §Competed Under SAT and Not Competed Under SAT will now be Competed under SAP and Not Competed Under SAP and will be available to Do. D §Competed Under SAPNot Competed Under SAP can now be used in conjunction with Type of Set Aside 17

Recap (Cont’d) Integrated Acquisition Environment (IAE) §Full and Open After Exclusion of Sources can now be used in conjunction with Other than Full and Open Competition when limited competition situations (see FAR 6. 3) exist §Extent Competed now required on BPA Calls §Extent Competed now required on DeliveryTask Orders with a date signed pre CLOD §Brand Name Description is a new drop down under Other than Full and Open Competition §Selections under Other than Full and Open Competition will contain FAR citations post CLOD §Statutory Exception to Fair Opportunity will be changed to Fair OpportunityLimited Sources 18

Recap (Cont’d) Integrated Acquisition Environment (IAE) §Fair OpportunityLimited Sources will contain the following options: • Fair Opportunity Given • Follow-on Delivery Order Following Competitive Initial Order • Minimum Guarantee • Only one Source – Other • Other Statutory Authority • Urgency §Buy Indian can only be used by HHS and DOI 19

Other Impacts Integrated Acquisition Environment (IAE) § Although MAFO will show up on screen for solicitation procedures for actions with a date signed pre CLOD and SMAFO for actions with a date signed post CLOD, it will appear as SMAFO on all reports §Reports will show Other than Full and Open Competition no matter pre or post CLOD §You must insert a date signed to display the correct set of extent competed choices 20

Business Services – Potential CWS Impact Integrated Acquisition Environment (IAE) §Contract Writing Systems that use Business Services only must ensure that they are sending the following data elements: §Extent Competed on DeliveryTask Orders no matter what the date signed §Extent Competed on BPA Calls no matter what the date signed §Statutory Exception to Fair Opportunity on DeliveryTask Orders no matter what the date signed when Extent Competed is Non. Competitive Delivery Order §ALL CWS providers, business services or not, must continue to watch for Release Notes on the https: //www. fpds. gov website. 21