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Buying Products Involving Ancillary Services A Case Study: The Project That “Jack” Built. Presenter: Sandra Clerk-Brown, Business Development Specialist General Services Administration May 4, 2010 May 6, 2010. Value to Customer.

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buying products involving ancillary services a case study the project that jack built
Buying Products Involving Ancillary Services A Case Study: The Project That “Jack” Built

Presenter: Sandra Clerk-Brown, Business Development

Specialist

General Services Administration

May 4, 2010

May 6, 2010

value to customer
Value to Customer
  • Present an approach for evaluating the applicability of using MAS for total solutions;
  • Facilitate a better understanding on “in scope” and “out of scope” requirements within a total solution;
  • Make distinction between stand alone and ancillary services

2

topics covered
Topics Covered
  • Assumptions
  • Customer Needs/Requirements
  • Identification of Schedules/Scope
  • Technical Challenges
  • Procurement Challenges
  • Risks, Benefits & Costs
  • Possible Solutions
  • Recommendation

3

assumptions
Assumptions
  • Product-driven requirement with ancillary services;
  • Certain services may not be within the scope of a single schedule;
  • More than one potential solution; preference to follow FAR 8.4 to issue RFQ and Task Order
  • Performance Based Statement of Work (SOW)
  • Variety of ordering options:
    • FAR 51 Deviation
    • Contractor Teaming Arrangements
    • Ancillary R&A
    • Ancillary Services SINs
  • And….
    • You want to meet our customer, Jack

4

customer needs requirements
Customer Needs/Requirements

Customer Jack needs a total solution. He is tasked with

relocating his agency’s old day care center to a new

location. Here’s what we know about the initial

requirements:

  • Outside: pre-engineered building, playground equipment, outdoor furniture, and landscaping;
  • Inside: furniture, alarm system, crafts, kitchen, access control;
  • Services: Need some design work; moving services, site preparation, installation;
  • A total of $3 million is allocated for the project.

5

other considerations
Other Considerations
  • Socioeconomic
    • Include weighted factors in the technical analysis to allow preferences for targeted groups
  • Smart Building using green materials and green energy generation

6

definitions
Definitions
  • Ancillary Services
    • Used to support the requirement
    • Services such as installation are secondary to product requirement
    • Must be purchased in conjunction with the product
  • Stand Alone Services
    • Services that can be implemented independent of other aspects of the total requirement
    • Can be purchased without the product

7

schedules mix jack s requirement
Schedules Mix – Jack’s Requirement
  • Schedule 56 - Buildings and Building Materials/Industrial Services and Supplies
  • Schedule 71 - Furniture
  • Schedule 73 - Food Service, Hospitality, Cleaning Equipment and Supplies, Chemicals and Services
  • Schedule 84 - Total Solutions For Law Enforcement, Security, Facilities Management, Fire, Rescue, Clothing, Marine Craft and Emergency/Disaster Response
  • Schedule 78 - Sports, Promotional, Outdoor, Recreation, Trophies and Signs (Sports)
  • Schedule 03FAC – Facilities Management and Maintenance or Schedule 51V – Hardware Superstore

8

customer jack s project in context
Customer Jack’s Project in Context
  • Customer Jack represents any customer with a product-driven requirement needing ancillary services;
  • Scope analysis of Jack’s project (In Color):
    • Green outline/color = within scope of MAS
    • Yellow outline/color = depends, explore further
    • Red outline/color = out of scope, find another option
    • Blue represents potential stand alone services

9

slide16

Schedule 73: Food Service, Hospitality, Cleaning Equipment and Supplies, Chemicals and Services

16

slide19

Schedule 84: Total Solutions For Law Enforcement, Security, Facilities Management, Fire, Rescue, Clothing, Marine Craft and Emergency/Disaster Response

19

project that customer jack built3

Schedule 56

Schedule 71

Schedule 73

Schedule 84

Access Control

Project That Customer Jack Built

21

project that customer jack built4

Schedule 56

Schedule 71

Schedule 73

Schedule 84

Schedule 78

Access Control

Project That Customer Jack Built

24

project that jack customer built

Schedule 56

Schedule 71

Schedule 73

Schedule 84

Schedule 78

Access Control

Schedule 03FAC

Project That Jack Customer Built

27

risks benefits
Risks

Relying on CTA

Acceptance of FAR 51 Deviation is not mandatory

Having services provided outside of scope

Need for additional project management team

Lead times (furniture manufacturing)

Benefits

Price reasonableness is pre-determined

Fair opportunity for achieving socioeconomic goals

Streamline process saves contract lead time

FAR 51Deviation

CTA allows for total solutions

Responsibility determination completed by GSA

Subcontracting Plans in place on Large Business Contractors

Risks & Benefits

30

alternative solutions
Alternative Solutions
  • Formal procurement
    • Customer creates own contract/Non GSA
  • Contractor Teaming Arrangement
    • Segment requirements into functional areas
      • Use of all schedules i.e. 03FAC, 56, 71, 73, 78, & 84
  • Work with Integrator (GC as Prime) using FAR 51
  • Ancillary Supplies and/or Services Categories (SIN)

31

recommendation
Recommendation
  • Use CTA to implement requirements associated with pre-engineered building (Schedule 56), inside furniture (Schedule 71), renovating kitchen (Schedule 73), securing the building (Schedule 84), & providing play areas & crafts (Schedule 78)
  • Include Schedule 03FAC as part of CTA or use Schedule 51V to purchase equipment for lawn maintenance

32

schedule 78 jaime f kern business development specialist jaime kern@gsa gov
Schedule 78

Jaime F. Kern

Business Development Specialist

jaime.kern@gsa.gov

Points of Contact

Schedule 56

Ruth Powell

Contracting Officer

ruth.powell@gsa.gov

Schedule 84

Cary Grigsby

Contracting Officer

cary.grigsby@gsa.gov

Schedule 71

Andrea Azarcon

Contracting Officer

andrea.azarcon@gsa.gov

Schedules 03FAC/51V

Mary Snodderly

Supply Management Rep

mary.snodderly@gsa.gov

Schedules 73

Donna Peck, Branch Chief

donna.peck@gsa.gov

33

conclusion
Conclusion
  • Project can be approached from different ways
  • MAS product-driven schedules offer ancillary services for total solutions
  • MAS offers our customers a variety of ways to meet requirements
  • Contractors can and will work together to meet our customers needs.

The Project That Customer Jack Built

34