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GSA Professional Services Schedule (PSS) Update

The Latest

April 15, 2015

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Meet the Presenters

Leo Alvarez – Engagement Manager, Winvale202-296-5505lalvarez@winvale.com

Leo Alvarez’s primary focus is to advise private enterprises in building strong partnerships with theFederal Government and to facilitate their business goals. He and his team specializes in contractacquisition, federal market business strategy, acquisition policy, procurement, and schedulemaintenance.

Carina Linder – Lead Consultant, Winvale202-296-5505clinder@winvale.com

Lead Consultant with over 4 years of experience in GSA contract proposal writing and contractnegotiations. Focuses on contract compliance consulting; Federal Acquisition Regulations (FAR) andprocurement procedures.

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Agenda

• Recap on PSS Consolidation

• Updated Timeframe for Rollout

• Migration Package Details & Status Update

• Expected Challenges

• Items to keep in Mind

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• In order to eliminate administrative burdens and make the Multiple Award Schedules (MAS) program more efficient and effective, the GSA will be migrating eight Schedules into one. The new Schedule will be referred to as the Professional Services Multiple Award Schedule or PSS for short.

• The Consolidated (00CORP) Schedule will be rebranded and provide the platform for the new PSS. Consequently, 00CORP contractors with product SINs will be required to remove those SINS and obtain the corresponding host Schedule.

• In addition to the eight Schedules, there are 6 SINs that will be part of the PSS program in an ancillary fashion – indirectly affecting Schedules 70, 738X, and 03FAC (more on this shortly).

Background

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• The migration of multiple Schedules will assist in reducing scope overlap across multiple GSA Schedules

• Make it easier to determine which GSA Schedule is the best fit for your organization

• Allow agencies to utilize single GSA Schedules to acquire a total solution to complex professional services

requirements

• Simplify the management of multiple GSA Schedules, such as the contract’s minimum sales requirement, and reducing the need to submit separate offers for professional services with simple modifications

GSA’s Stated Consolidation Benefits

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• 520 – Financial and Business Solutions (FABS)

• 541 - Advertising and Integrated Marketing Services (AIMS)

• 738II – Language Services

• 871 – Professional Engineering Services (PES)

• 874 – Mission Oriented Business Integrated Services (MOBIS)

• 874V – Logistics Worldwide (Logworld)

• 899 – Environmental Services

• 00CORP – Consolidated Services

Schedules Directly Impacted

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• 70 – General Purpose Commercial Information Technology Equipment, Software, and Services

ONLY SIN: 132-51, Information Technology Professional Services

• 738X – Human Resources & Equal Employment Opportunity ServicesONLY SIN: 595-21, Human Resource Services

• 03FAC – Facilities Maintenance and ManagementONLY SINs:

871-202, Energy Management Planning and Strategies,871-207, Energy Audit Services, 871-208, Resource Efficiency Management (REM), and 871-211, Energy Consulting Services

NOTE: FABs SINs 520-10 (Transportation Audits) and 520-14 (Audit & Financial Training

Services) will not be included on PSS.

Schedules Indirectly Impacted

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Host Schedules NOT included in consolidation

• Vendors that ONLY maintain either a Schedule 70, 738X, or 03FAC will not be impacted by the new PSS contract.

• Vendors that maintain SIN 132-51, 595-21, 871-202, 871-207, 871-208, or 871-211 and one (or more) of the eight directly affected Schedules will have the option of modifying their new PSS Contract with these particular SINs, once it is in place.

• Vendors with a Consolidated Schedule and the above listed SINs will simply transition to the new PSS Contract.

Schedules Indirectly Impacted (Cont.)

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• No change to the contract number

• No change to SINs

• Performance period will remain unchanged

• Terms and conditions of contracts will remain unchanged

Single GSA Schedule Holders

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• Change to the contract number due to migration

• Terms and conditions will remain the same unless there is duplication in pricing, labor categories or escalation rates, resulting in new negotiations

• New established period of performance of one base period plus three option periods

Contractors with Multiple Services Schedules

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To Be Completed By Date

October 2014

October 2014

IMMEDIATELY!

January 2015 – August 2015

August 1, 2015

October 1, 2015

Timeframe

• Removal of all non professional services SINs from the Consolidated Schedules program *

• GSA provides “migration” package instructions to firms who hold two or more contracts to be migrated into 00CORP *

• Migration packages must be submitted to GSA for review *

• Migration package evaluation and award of 00CORP contract

• Notification to be transmitted that Professional Services Solicitation is to be issued (converting 00CORP to PSS) and mass modification will be initiated migrating all impacted single Schedule holders to PSS

• PSS Solicitation Launch date

* Note: If you have not been contacted by GSA on these items,please reach out to your CO immediately!

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The original deadline for migration package submissions was December 31, 2014.

• Number of Affected Firms: 440

• Outstanding Migration Packages: ~200 have yet to be submitted (as of March 20, 2015)

• Migrations Completed: 69

It is absolutely critical that contractors who have multiple professional services contracts submit a migration package NOW or else risk jeopardizing one or more contracts once GSA fully rolls out

the PSS contract!

Current Status of GSA Contractor Migrations

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• Migration Instructions posted on FBO.

• This process is meant to transfer over existing terms and conditions only. If you are aware of changes that need to be made to your contract, those changes should be requested via a mod after the consolidated contract is processed.

• Include a list of all active Blanket Purchase Agreements (BPAs) and active task orders with option periods and end dates.

• Pricing Options –1) Develop consolidated CSP / PPL information or 2) Submit already agreed upon CSP/ PPL information from single schedule contracts (CO’s prefer this)

Migration Package Details

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What challenges might arise from migrating your contract(s) to the new Professional Services Schedule?

o Justify overlapping labor categories – GSA has provided clarification on how to handle duplication, e.g. Program Manager (MOBIS) or Program Manager (PES)

o Renegotiate your Economic Price Adjustment

o Business Size Determination

o Track separate Tasks Orders with varying EPAs and contract numbers

o Re-upload your pricelist to GSA Advantage!

What Challenges Might Arise from the Migration?

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• Migration Package - Minimum Sales Termination• GSA originally stated contractors that did not meet the $25,000

annual sales minimum would have their contract cancelled as part of the transition to PSS. This has been waived.

• Migration Package – What about Contract Modifications?

• Firms in their last option period (who do not have another affected contract) should submit a new offer immediately under 00CORP. Do not wait until PSS has been released.

Additional Items to Look Out For

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Migration Receipt Letter: Upon submission of your migration package, GSA will provide a series of 6 documents to aid you in successfully notifying customers of the New PSS contract.

Document 1: Advisory Statement for migrating Schedule contractors

• GSA recommends that you include the following advisory statement in your pricelist once your PSS contract is awarded:

“Effective October 1, 2015, the Consolidated Schedule will become the Professional Services Schedule (PSS), with no changes to any terms

and conditions found within this document”

• Additionally, contractors are advised to include a table showing the affected contracts that have been migrated.

Notifying Agency Customers of Migration

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Document 2: Sample notice to agency from contractor• Notifies agency customer that migration package has been submitted. Describes

the PSS launch and transition to a new contract number and a new five (5) year period of performance.

Document 3: PSS Bulletin for Agencies• Notification from GSA that can be attached in correspondence with agency

customer. Describes PSS launch and steps to be taken with BPA.

Document 4: PSS TO / BPA Ordering Scenario Guide• Guide for agency customer which outlines ordering scenarios that could take place

and actions that must be performed by agency

Document 5: PSS Bridge BPA D and F• Template to be completed by customer agency which outlines “determination and

findings”, granting written approval of transition of BPA to new PSS contract.

Document 6: PSS Bridge BPA J and A• Template to be completed by customer agency which provides justification /

rationale for transition of BPA to new PSS contract

Notifying Agency Customers of Migration (Cont.)

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• Should new Proposals submitted under an impacted Schedule prior to the release of the PSS Solicitation be submitted under the 00CORP Solicitation?

• What should vendors with pending proposals not assigned to a CO at the time of the PSS Solicitation be aware of?

• If I have an existing professional services contract and want to submit a new proposal for another contract, should I wait for the PSS contract to be released?

Do not submit under any of the affected single schedule programs because they are going away October 1st.

Anticipated Challenges with Pending Offers

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What Happens After PSS Roll-Out?

• GSA will review SINs and eliminate those when overlap exists. The preliminary target date for completing this is September 2016.

• SINs will be simplified to not include alpha “C” – a remnant of the 00CORP schedule nomenclature.

• GSA will keep old contracts active for agencies that refuse to migrate BPA’s! However GSA will not administer these older contracts. GSA is asking contractors to contact agency customers to transition old BPA’s to the new PSS contract. Contact your PCO for help with stubborn agency customers!

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• What if an agency chooses an RFP to be posted under 874-1 currently, do they understand that C874-1 should also be selected to ensure PSS vendors should see it, as well?If an agency solicits under 874-1 they will see any firm awarded C874-1 and vice versa.

• What if a firm already has an 00CORP contract but they also have a single schedule contract? Do they Migrate?No! There is no need to migrate since the firm already holds an 00CORP which will converted to PSS. Instead, a firm should submit a modification to add the SINs from the single schedule contract to the 00CORP contract.

• Can a firm migrate their IT 70, 738X, or 03 FAC SINs - 132-51, 595-21, 871-202, 871-207, 871-208, or 871-211? No! A firm must first migrate the affected program contracts (e.g. MOBIS, PES, Language, Environmental, Logworld, FABS, AIMS) then MODIFY the new contract TO ADD SIN(s)

Frequently Asked Questions

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Questions?Follow us on Twitter: @winvale

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Join us for our next webinar!Date: May 6, 2015 at 1:00 PM EST

Topic: Selling to the Government - Session 1: Building your Government Sales Practice

Read Winvale’s blog on current topics for government contractors:

• Selling to the Government: Building your Government Sales Practice

• So You Want To Increase Your GSA Prices?

• What Does TAA Compliance Mean?

About WinvaleWinvale is recognized as the leading provider of Government Advisory Services and Strategic Consulting & Training Services to government contractors across all industries and disciplines. For more information, visit www.winvale.com or call (202) 296-5505.