Transcript IAE Template

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
http://www.fpdsng.com under the download section.
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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!!!!
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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
 Competed\Not 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 Delivery\Task Orders (Pre CLOD)
and BPA Calls (Pre and Post CLOD)
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Multiple or Single Award IDV
Integrated Acquisition Environment (IAE)
 Once selected and approved this data element cannot be
corrected if any draft\final orders\calls 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 orders\calls 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)
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Extent Competed
Integrated Acquisition Environment (IAE)
 Will now be required on BPA Calls
 Will now be required on Delivery\Task 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 DoD
 Delivery\Task Orders against a Single Award IDV will default the
“Extent Competed” from the IDV and will not be editable on the
Delivery\Task Order
 Extent Competed field will be disabled for Delivery\Task Orders
against a Multiple Award FSS\GWAC\IDC and will pre-populate
from these IDV’s
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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
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Statutory Exception to Fair Opportunity
Integrated Acquisition Environment (IAE)
Post CLOD:
 Renamed the screen label to “Fair Opportunity\Limited Sources”
 Now Required on Delivery\Task Orders referencing a multiple
award FSS\GWAC\IDC
 Choices under the “Fair Opportunity\Limited 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 Delivery\Task Orders against a
multiple award FSS\GWAC\IDC
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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 Delivery\Task Orders when
Extent Competed=Non Competitive Delivery\Task Order
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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)
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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)
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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 Delivery\Task Order
references a Multiple Award FSS\GWAC\IDC
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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
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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
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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
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Recap
Integrated Acquisition Environment (IAE)
Post CLOD:
Delivery\Task 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
Delivery\Task Orders Referencing a Multiple Award FSS\GWAC\IDC
• Extent Competed pulls from the referenced FSS\GWAC\IDC
• Solicitation procedures must equal SMAFO
• Fair Opportunity\Limited Sources field is Required
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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 DoD
Competed Under SAP\Not Competed Under SAP can now be used in
conjunction with Type of Set Aside
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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 Delivery\Task 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
Opportunity\Limited Sources
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Recap (Cont’d)
Integrated Acquisition Environment (IAE)
Fair Opportunity\Limited 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
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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
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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 Delivery\Task Orders no matter what the date
signed
Extent Competed on BPA Calls no matter what the date signed
Statutory Exception to Fair Opportunity on Delivery\Task Orders no
matter what the date signed when Extent Competed is NonCompetitive Delivery Order
ALL CWS providers, business services or not, must continue to watch
for Release Notes on the www.fpdsng.com website.
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