Overview of Category Management Spend Under Management BestinClass

Overview of Category Management, Spend Under Management, Best-in-Class Contracts and GSA IT Schedule 70 NCMA Woodlawn Chapter Lunch and Learn Series January 14, 2020 U. S. General Services Administration | 1800 F Street, NW, Washington, DC 20405 | www. gsa. gov

Category Management Spend Under Management Best-in-Class Contracts

What is Category Management? • Retailing and purchasing concept in which the range of products purchased by an organization is broken down into product categories– discrete groups of similar or related products • Category management is an effective business practice for reducing duplication in contracting, better leveraging the government's buying power, and promoting the use of best in class solutions government-wide 3

Category Management Policy Highlights OMB Memos • OMB Memo M-17 -22 • Instructs agencies to use existing government-wide vehicles “to the maximum extent practicable, ” specifically calls out GSA Schedules, GWACs, MACs, and Best-in-Class contracts • OMB Memo M-17 -26 • Announces forthcoming guidance to simplify the business case process defined in an OFPP Memorandum, Development, Review and Approval of Business Cases for Certain Interagency and Agency-Specific Acquisitions; reiterates intent to “optimize…existing contracts and reduce duplication” • OMB Memo M-19 -13 • Gives guidance on implementing CM goals, emphasizes consistency with small business goals, emphasizes need for Category Management training for agencies No changes to FAR • FAR 8. 002 -8. 004 • Defines selection priority for mandatory and non-mandatory sources • FAR 1. 102 • States that the Acquisition Team is made up of both procurement and program personnel with shared responsibility to practice “sound business judgement in providing the best value…to meet the customer’s needs” • FAR 7. 102 • Requires acquisition planning & market research that includes “appropriate consideration… of preexisting contracts…before awarding new contracts” 4

Government-wide Categories FY 2019 Total Spend $579. 7 B Data thru “Date Signed” of December 12, 31, 2019 5

Government-wide Categories FY 2019 Total Spend $579. 7 B Data thru “Date Signed” of December 12, 31, 2019 6

What is Spend Under Management (SUM)? Tier 3 + Tier 2 + Tier 1 = Spend Under Management 7

Tier 3: Mandatory BIC Solutions Transportation & Logistics • DOD Next Generation Delivery Service • OMB Memo M-17 -29 • Auto. Choice for Vehicle Purchasing • 41 CFR-26. 501 -1 • DLA Direct Delivery Fuels Solution • 41 CFR 101 -26. 602 -3 IT Category • FSSI Wireless • OMB Memo M-16 -20 • GSS workstation BICs • OMB Memo M-16 -02: NITAAC CIO-CS (fully BIC-designated) NASA SEWP (fully BIC-designated) IT Schedule 70 (BIC designation applies only to Hardware & Software SINs) Army CHESS ADMC 2 (fully BIC-designated) Professional Services • Identity Protection Services • OMB Memo M-16 -14 Travel • City Pair Program • 41 CFR 301 -10 Solutions in green font are GSA solutions. 8

Tier 3: BIC Solutions (Mandatory and Preferred) IT Category • 8(a) STARS II • Alliant 2 & Alliant 2 SB • CS 3: Complex Commercial SATCOM Solutions • Enterprise Infrastructure Services (EIS) • GGS Laptops/Desktops − NASA SEWP (Mandatory) − NITAAC CIO-CS (Mandatory) − IT Schedule 70 (Mandatory, BIC designation applies only to Hardware & Software SINs) − ARMY CHESS ADMC 2 (Mandatory) • Networx • NITAAC CIO-SP 3 & CIO-SP 3 SB • Veterans Technology Services 2 (VETS 2) • Wireless FSSI (Mandatory) Professional Services • ATF Asset Forfeiture Support Services • ATF Research, Subscription, Consulting, and Advisory Services • Identity Protection Services (Mandatory) • OASIS & OASIS SB • Smart. Pay Transportation & Logistics • Auto. Choice for Vehicle Purchasing (Mandatory) • Do. D Next Generation Delivery Service (Mandatory) • DLA Direct Delivery Fuels Solution (Mandatory) • GSA Fleet for Vehicle Leasing • Schedule 48: Transportation, Delivery and Relocation Solutions Travel • • • City Pair Program (Mandatory) Do. D U. S. Government Rental Car Program Fed. Rooms Medical • DOD/VA High-Tech Medical Equipment • DOD/VA Joint National Contracts for Generic Pharmaceuticals • VA Hearing Aids Human Capital • OPM/GSA Human Capital & Training Solutions (HCa. TS) • OPM USA Learning Office Management • FSSI Office Supplies 3 (OS 3) Industrial Products & Services • FSSI Janitorial & Sanitation Supplies (Jan/San) • GSA Global Supply Security & Protection • DHS Body Armor III • DHS Reduced Hazard Training Ammunition (RHTA) • DHS Tactical Communications Equipment and Services (Tac. Com II) Facilities & Construction • FSSI Building Maintenance & Operations (BMO) • FSSI Maintenance, Repair & Operations (MRO) • Maintenance Repair Facility Supplies (MRFS) • USACE Facilities Reduction Program (FRP) Solutions in green font are GSA solutions. All solutions are preferred BIC, unless they are specified as Mandatory BIC. 9

Top Best-in-Class (aka Tier 3) and Tier 2 Contracts Top 20 Best-in-Class Contracts Spend (in millions) Top 20 Tier 2 Contracts Spend (in millions) Schedule 70 (IT Hardware and Software) Alliant SEWP V OASIS $17, 479. 55 $12, 120. 28 $10, 417. 37 $9, 949. 47 Professional Services Schedule (PSS) Pharmaceutical Prime Vendor Program (65) Schedule 70 - Information Technology Bulk Fuels $28, 354. 02 $19, 033. 75 $17, 112. 39 $13, 209. 93 OASIS SB $6, 992. 34 Patient Centered Community Care $9, 501. 31 DLA Direct Delivery Fuels CIO-SP 3 (Unrestricted) GSA Fleet Purchase 8 ASTARS 2 CIO-SP 3 SB Alliant SB SEWP (GSS) High-Tech Medical Equipment (HTME) EIS/Networx Next Generation Delivery Services (NGDS) NITAAC CIO-CS (GSS) CHESS - ADMC 2 USA Learning Alliant 2 Hearing Aids NITAAC CIO-CS (non GSS) $5, 402. 93 $5, 018. 66 $4, 092. 94 $3, 756. 51 $3, 561. 43 $3, 367. 73 $3, 273. 70 $2, 138. 03 $1, 875. 27 $1, 121. 25 $1, 060. 04 $986. 36 $886. 29 $862. 58 $853. 41 $498. 33 Pharmaceutical Prime Vendor Home Delivery Pharmaceutical Prime Vendor Global VA-T 4 NG Army ITES 2 DHS/FPS Guard Services Schedule 84 (Security, Fire, & Law Enforcement) Netcents Products Ability One Contract Netcents 2 Civil Reserve Air Fleet Medical Equipment and Supplies Schedule 71 (Furniture) 03 FAC Professional and Allied Healthcare Staffing Services DLA MRO NAVFAC Large Scale Construction $8, 151. 95 $6, 965. 99 $4, 113. 46 $3, 511. 00 $3, 275. 49 $2, 623. 14 $2, 425. 87 $2, 421. 48 $2, 313. 75 $2, 261. 19 $1, 718. 67 $1, 567. 47 $1, 511. 62 $1, 459. 61 $1, 448. 91 $1, 425. 54 Data is from FY 2016 to FY 2019 10

GSA IT Schedule 70

Category Management ❑ Large Categories: • Organized into subcategories ❑ Sub-categories: • Divided into more specific supply and service subcategories named Special Item Numbers (SINs) ❑ SINs: • Group similar products, services, and solutions together 12

Large Categories SECURITY & PROTECTION HUMAN CAPITAL Office of Personnel Management Department of Homeland Security FACILITIES & CONSTRUCTION General Services Administration MEDICAL Defense Health Agency Department of Veterans Affairs TRAVEL General Services Administration PROFESSIONAL SERVICES General Services Administration OFFICE MANAGEMENT General Services Administration INDUSTRIAL PRODUCTS & SERVICES General Services Administration INFORMATION TECHNOLOGY General Services Administration TRANSPORTATION & LOGISTICS SERVICES Office of Secretary of Defense 13

IT Category Subcategories IT Hardware IT Services IT Software IT Solutions Telecom Electronic Commerce IT Training 14

Special Item Numbers (Legacy) Services Software 132 -20: Automated Contact Center Solutions (ACCS) 132 -32: Term Software License 132 -40: Cloud Computing 132 -33: Perpetual Software License 132 -45: Penetration Testing, Incident Response, Cyber Hunt, Risk and Vulnerability Assessment 132 -34: Maintenance of Software as a Service 132 -50: Training Courses Hardware 132 -51: IT Professional Services 132 -3: Leasing of Products 132 -52: E-Commerce and Subscription 132 -4: Daily/Short term rental 132 -53: Wireless Services 132 -8: Purchase New Equipment 132 -54, 132 -55: Satellite Services 132 -9: Purchase Used or Refurbished Equipment 132 -56: Health IT 132 -12: Maintenance of Equipment, Repair Services and/or Repair/Spare Parts 132 -60 A, B, C, D, E, F; 132 -61; 132 -62: Identity, Credential & Access Management 15

Category Management to Special Item Numbers (SINs) INFORMATION TECHNOLOGY (IT) LARGE CATEGORY SUB-CATEGORY IT Services SIN IT Professional Services 132 -51 / 54151 S Automated Contact Center Solutions 132 -20 / 561422 Training 132 -50 / 611420 E-Commerce 132 -52 / 54151 ECOM 16

Consolidated Schedule: Overview ❑ Indefinite Delivery, Indefinite Quantity (IDIQ) contracts that provide for an indefinite quantity of supplies and services during a fixed period of time ❑ Pre-negotiated ceiling rates ▪ Fair and Reasonable ▪ Contracting Officers shall ask for additional discounts above the Simplified Acquisition Threshold (SAT) of $250, 000 ❑ Ability to conduct set-aside procurements for small business ▪ Limit competition to specific socioeconomic group(s) ▪ Enables agencies to meet their small business goals ❑ Ability to notify specific contractors via e. Buy posting ▪ Still visible and open to all SIN holders 17

Consolidated Schedule: Benefits • • • Product/Service offerings ALL under one MAS solicitation Reduced costs One solicitation can cover a broad scope of work Eliminates duplication Category specific terms and conditions continue to apply Have one consistent Point of Contact (POC) across all programs MAS PMO will own the solicitation and be responsible for refresh with input from acquisition workforce Scope of contract has potential to cover entire MAS program Can use multiple SINs to create a total solution in a single acquisition SMEs across multiple Program Offices available for consultation 18

Consolidated Schedule: Socio-Economic Goals ❑ The GSA Schedule has socio-economic categories to help meet an agency’s small business goals ▪ SBA Certified Small Disadvantaged Business ▪ Small Businesses ▪ SDVOSB ▪ Women-owned Small Businesses ▪ SBA Certified 8(a) ▪ HUBZone, etc. 19

Consolidated Schedule: Special Features ❑ Blanket Purchase Agreements (BPAs) ▪ Multiple Award BPAs ▪ Single Award BPAs ❑ Contractor Team Arrangements (CTAs) ❑ Making it Easier Initiative ▪ FASt Lane ▪ Startup Springboard ▪ Roadmap 20

Consolidated Schedule: Ordering ❑ Placing an Order ▪ Purchase Card Holders (under micro purchase threshold of $10, 000) ▪ Contracting Officer • Ordering Agency • GSA (FEDSIM, AAS) ❑ Ordering Agency has complete control over task order ▪ May add terms and clauses [Federal Acquisition Regulation (FAR), Schedule terms and conditions, and agency regulations] 21

Consolidated Schedule: Order-Level Materials (OLMs) ❑ Supplies and/or services acquired in direct support of an individual task or delivery order when the requirements for some supplies or services are not known at time of award ❑ Prices are established at the task/delivery order level and the ordering Contracting Officer is responsible for making a fair and reasonable price determination ❑ Task order must include Time & Materials or Labor hour component ▪ Determination & Findings (D&F) required ❑ Vendor must have the OLM SIN on its contract ❑ Limitations of OLM - 33. 33%: ▪ Individual Task Order: cannot exceed one-third (33. 33%) ▪ A single BPA order: may exceed this limitation as long as the cumulative value of OLMs across all orders placed against the BPA does not exceed 33. 33%. ▪ Travel costs are not included - GSAR 552. 238 -82(d)(11) 22

Information Technology (IT) Special Item Numbers (SINs) ❑ GSA’s Schedule is the largest IT contract vehicle in the government for commercial offerings ▪ Approximately 85% of all contracts held by small businesses ❑ Quick access to more than 4, 000 pre-vetted and qualified IT contractors with: ▪ Demonstrated IT experience ▪ Innovative and emerging IT services and technologies ▪ Offers agencies a fast and efficient way to procure IT 23

IT Professional Services SIN ❑ Covers all IT professional services including but not limited to: - Resources and Facilities Management Systems Analysis and Design - Conversion and Implementation Support - - Database Planning and Design Data and Records Management - Programming - Network Services Other Services relevant to 29 CFR 541. 400 - Cloud Migration Services ❑ 3, 400+ vendors ▪ 87% small businesses ▪ Average number of responses per solicitation: 3 to 5 ❑ Combine with other SINs, making it easier for agencies to get access to a total solution for complex IT services 24

Automated Contact Center Solutions (ACCS) SIN ❑ New SIN that offers Automated Contact Center Solutions (ACCS) ❑ ACCS defined as: “Any combination of technologies, equipment, software, and services needed to deliver high quality customer service interactions to agency constituents across multiple channels. ” ❑ ACCS services to include but not limited to: Artificial Intelligence (AI) Chat Bots Robotic Process Automation Interactive Voice Response (IVR) Voice/Speech Recognition Text-to-Speech Voicemail Callback Web callback Email delivery Hosted Online Ordering Hosted Email Web Form Hosted FAQ Service 25

Training SIN ❑ Groups IT training products, services, and solutions together under GSA Schedule ❑ SIN offerings ▪ On-site training at the Contractor’s facility and/or the Ordering Activity’s facility ▪ Online Training Courses ▪ COTS courses that can be customized for agency needs ▪ Certificate of Training at completion ▪ Follow-up support for up to 1 year ❑ 500+ vendors ▪ 78% small businesses 26

E-Commerce and Subscription Services SIN ❑ IT-related services focused on value added network services, e-mail services, Internet access services, electronic subscription services, data transmission services, and emerging electronic commerce technologies. ❑ SIN offerings: ▪ ▪ ▪ E-mail services Value-added and managed network services Internet access services Navigation services Other data transmission services – Private line, Hosted PBX ❑ 250+ vendors - 73% small businesses 27

GSA Advantage! ❑ GSA Advantage! – find technology products and services ❑ Product Superstore, ideal for performing market research ❑ Hosts orderable products and vendor catalogues ❑ Store your profile and payment information ❑ Ideal for “off the shelf” purchases of standard products below the micro purchase threshold ❑ www. gsaadvantage. gov 28

GSA e. Buy ❑ GSA e. Buy – obtain quotes or proposals for services, large quantity purchases or other purchases with complex requirements ❑ Request information ❑ Find sources ❑ Prepare Requests for Quote/Proposal (RFQ/RFP) ❑ Use for seeking volume discounts ❑ www. ebuy. gsa. gov 29

GSA e. Library ❑ GSA e. Library – review terms and conditions, price list, clauses, socio-economic status ❑ Lists MAS contract holders as well as Blanket Purchase Agreements, Multiple Agency Contracts, and Technology Contracts ❑ A “yellow pages” for Government contracts ❑ “Contracts Online” to see clauses and exceptions ❑ Ideal for finding contract information and sources ❑ www. gsaelibrary. gsa. gov 30

Acquisition Gateway: hallways. cap. gsa. gov/app/#/ 31

Summary GSA Schedule provides: ❑ Quick access to pre-vetted, experienced providers ❑ Simplified procurement processes ▪ Ordering Agency has complete control over task order ▪ Standard clauses and compliance with Federal Acquisition Regulation (FAR) ❑ Flexible awarding ▪ ▪ Socio-economic groups Set-asides Task Order Level Service Level Agreements (SLAs) Order-Level Materials (OLM) 32

GSA is Here to Help Team members are acquisition professionals and subject matter experts who: ❑ Engage with agencies to deliver the tools and expertise needed to streamline acquisitions ❑ Provide free scope reviews of draft solicitations ❑ Share best practices and ideas ❑ Are available for questions and information requests 33

Government-wide Category Management Dashboards 10 x 10 Matrix GSA Interact MAS Consolidation beta. SAM. gov

Government-wide Category Management Dashboards 35

FY 2019 Executive Summary Dashboard 36

FY 2019 Executive Summary Dashboard 37

Contract Inventory Exploration Tool 38

Common and Defense-Centric Spend Tables 39

Small Business Dashboard 40

Vendor Managed Spend Report 41

10 x 10 Matrix 42

GSA Interact: interact. gsa. gov/groups MAS PMO email address: maspmo@gsa. gov 43

MAS Consolidation Register for the Vendor Training Program: meet. gsa. gov/admin/show-event-catalog? folderid=166704971&OWASP_CSRFTOKEN=99 e 3 ddb 88778041 f 81 e 03 cae 5 bf 42 a 76346228 ef 622 cbd 83444 aff 4 ba 4 e 6 a 269 44

beta. SAM. gov Training List: www. dropbox. com/s/m 6 bv 1 lspyxhxvq 3/beta. SAM. gov%20 Training%20 List. pdf? dl=0 45

FAST 2020 46

GSA Points of Contact ❑ GSA Team ▪ David Park: (202) 631 -3263, David. Park@gsa. gov ▪ Eric Fears: (202) 472 -3742, Eric. Fears@gsa. gov ▪ Sandra Mc. Intire: (202) 251 -6028, Sandra. Mc. Intire@gsa. gov ▪ Marcelo Olascoaga: (703) 907 -9570, Marcelo. Olascoaga@gsa. gov 47

Appendix

Category Management Resources ❑ Government-wide Category Management Dashboards ▪ d 2 d. gsa. gov/report/public-category-management-dashboardsanalytics ❑ 10 x 10 Matrix ▪ www. dropbox. com/s/vuhsobyqhvqaja 8/10%20 x%2010%20 Matri x%20 Public%20 Data%20 Set%2009. 30. 2019. xlsx? dl=0 49

GSA IT Resources ❑ GSA’s IT Professional Services SIN website ▪ www. gsa. gov/ITprofessional. Services ❑ IT Professional Services SIN Mailbox ▪ IT-PS-SIN@gsa. gov ❑ GSA’s Electronic Commerce SIN website ▪ www. gsa. gov/e. Commerce. SIN ❑ Automated Contact Center Solutions SIN mailbox ▪ e. Commerce. SIN@gsa. gov 50

GSA IT Resources ❑ GSA’s Training SIN website ▪ www. gsa. gov/training. SIN ❑ Automated Contact Center Solutions SIN mailbox ▪ Training. Course. SIN@gsa. gov ❑ GSA’s Automated Contact Center Solutions SIN website ▪ www. gsa. gov/contactcenter ❑ Automated Contact Center Solutions SIN mailbox ▪ contactcenter@gsa. gov 51

GSA Resources ❑ GSA Multiple Award Schedule (MAS): www. gsa. gov/schedule ❑ Order-Level Materials: www. gsa. gov/olm ❑ GSA Advantage: www. gsaadvantage. gov ❑ e. Buy: www. ebuy. gsa. gov ❑ e. Library: www. gsaelibrary. gsa. gov ❑ IGCE Tool: hallways. cap. gsa. gov/app/#/igce ❑ Solutions Finder: hallways. cap. gsa. gov/app/#/solutionsfinder ❑ MAS Solicitation: https: //beta. sam. gov/opp/cbd 65 e 060 c 1 ffc 67711 aad 9 cd 3308 fc 5/view 52

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