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Changes to Professional Services GSA Schedules
The Latest
January 21, 2015
22
Meet the Presenters
Kevin Lancaster – CEO, Winvale
202-296-5505
klancaster@winvale.com
Kevin Lancaster leads Winvale’s corporate growth strategies in both the commercial and government
markets. He develops and drives solutions to meet Winvale’s business goals while enabling an operating
model to help staff identify and respond to emerging trends that affect both Winvale and the clients it
serves.
Leo Alvarez – Engagement Manager, Winvale
202-296-5505
lalvarez@winvale.com
Leo Alvarez’s primary focus is to advise private enterprises in building strong partnerships with the Federal
Government and to facilitate their business goals. He and his team specializes in contract acquisition,
federal market business strategy, acquisition policy, procurement, and schedule maintenance.
Carina Linder – Lead Consultant, Winvale
202-296-5505
clinder@winvale.com
Lead Consultant with over 4 years of experience in GSA contract proposal writing and contract negotiations.
Focuses on contract compliance consulting; Federal Acquisition Regulations (FAR) and procurement
procedures.
3
Agenda
• Background on PSS Consolidation
• Timeframe for Rollout
• Migration Package Details
• Expected Challenges
• Items to keep in Mind
4
Why is this Important?
• GSA is actively working to consolidate eight GSA Schedules
into one Schedule that will encompass a wide range of
professional services.
• In addition to the eight Schedules, SIN 595-21 on the HR &
Equal Opportunity Services Schedule and SIN 132-51 on the IT
Schedule will also be affected.
• Contractors with these impacted Schedules need to be
prepared for the coming changes.
5
• 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.
Background
6
• 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
• 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 Migration Benefits
7
• 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
8
• 70 – General Purpose Commercial Information Technology Equipment, Software,
and Services
(ONLY SIN 132-51, Information Technology Professional Services)
• 738X – Human Resources & Equal Employment Opportunity Services
(ONLY SIN 595-21, Human Resource Services)
Host Schedules NOT included in consolidation
o Vendors that ONLY maintain either a Schedule 70 or 738X, will not be impacted by
the new PSS contract.
o Vendors that maintain SIN 132-51 or 595-21 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.
o Vendors with a Consolidated Schedule and the above listed SINs will simply
transition to the new PSS Contract.
Schedules Indirectly Impacted
9
To Be Completed By Date
October 2014
October 2014
December 31, 2014
January 2015 – February 2015
March/April 2015
December 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
• Professional Services Solicitation to be issued (converting
00CORP to PSS) and mass modification to be initiated migrating
all impacted single Schedule holders to PSS
GSA has stated this is a tight deadline that might be postponed.
• Complete consolidation of current applicable Schedules
* Note: If you have not been contacted by GSA on these items,
please reach out to your CO immediately!
10
• If you have not submitted your migration package for review,
this needs to be completed ASAP!
• The December 31, 2014 timeframe for submission is a soft
deadline.
• Include a list of all active Blanket Purchase Agreements (BPAs)
and active task orders with option periods and end dates.
• 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.
Migration Package Details
11
• 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?
Anticipated Challenges Based on
Lack of Clarification
12
• 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
13
• 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
14
• 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?
• Include statement in current bids under your existing GSA Schedules
addressing contract migration
• 03FAC Energy Management SINs – to be included in PSS as well?
Additional Items to Look Out For
15
What challenges might arise from migrating your contract(s) to the
new Professional Services Schedule?
o Justify overlapping labor categories
o Renegotiate your Economic Price Adjustment
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?
16
• 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 or 738X SINs - 132-51 or 595-
21?
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
1717
Questions?
18
Thank you for attending
today’s webinar.
Please join us for our next webinar!
10 Tips for Ramping Up Your Government
Marketing Now
February 4, 2015 at 1 p.m. EST
Please visit winvale.com for more information.

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Changes to Professional Services GSA Schedules: The Latest

  • 1. 1 Changes to Professional Services GSA Schedules The Latest January 21, 2015
  • 2. 22 Meet the Presenters Kevin Lancaster – CEO, Winvale 202-296-5505 klancaster@winvale.com Kevin Lancaster leads Winvale’s corporate growth strategies in both the commercial and government markets. He develops and drives solutions to meet Winvale’s business goals while enabling an operating model to help staff identify and respond to emerging trends that affect both Winvale and the clients it serves. Leo Alvarez – Engagement Manager, Winvale 202-296-5505 lalvarez@winvale.com Leo Alvarez’s primary focus is to advise private enterprises in building strong partnerships with the Federal Government and to facilitate their business goals. He and his team specializes in contract acquisition, federal market business strategy, acquisition policy, procurement, and schedule maintenance. Carina Linder – Lead Consultant, Winvale 202-296-5505 clinder@winvale.com Lead Consultant with over 4 years of experience in GSA contract proposal writing and contract negotiations. Focuses on contract compliance consulting; Federal Acquisition Regulations (FAR) and procurement procedures.
  • 3. 3 Agenda • Background on PSS Consolidation • Timeframe for Rollout • Migration Package Details • Expected Challenges • Items to keep in Mind
  • 4. 4 Why is this Important? • GSA is actively working to consolidate eight GSA Schedules into one Schedule that will encompass a wide range of professional services. • In addition to the eight Schedules, SIN 595-21 on the HR & Equal Opportunity Services Schedule and SIN 132-51 on the IT Schedule will also be affected. • Contractors with these impacted Schedules need to be prepared for the coming changes.
  • 5. 5 • 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. Background
  • 6. 6 • 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 • 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 Migration Benefits
  • 7. 7 • 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
  • 8. 8 • 70 – General Purpose Commercial Information Technology Equipment, Software, and Services (ONLY SIN 132-51, Information Technology Professional Services) • 738X – Human Resources & Equal Employment Opportunity Services (ONLY SIN 595-21, Human Resource Services) Host Schedules NOT included in consolidation o Vendors that ONLY maintain either a Schedule 70 or 738X, will not be impacted by the new PSS contract. o Vendors that maintain SIN 132-51 or 595-21 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. o Vendors with a Consolidated Schedule and the above listed SINs will simply transition to the new PSS Contract. Schedules Indirectly Impacted
  • 9. 9 To Be Completed By Date October 2014 October 2014 December 31, 2014 January 2015 – February 2015 March/April 2015 December 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 • Professional Services Solicitation to be issued (converting 00CORP to PSS) and mass modification to be initiated migrating all impacted single Schedule holders to PSS GSA has stated this is a tight deadline that might be postponed. • Complete consolidation of current applicable Schedules * Note: If you have not been contacted by GSA on these items, please reach out to your CO immediately!
  • 10. 10 • If you have not submitted your migration package for review, this needs to be completed ASAP! • The December 31, 2014 timeframe for submission is a soft deadline. • Include a list of all active Blanket Purchase Agreements (BPAs) and active task orders with option periods and end dates. • 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. Migration Package Details
  • 11. 11 • 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? Anticipated Challenges Based on Lack of Clarification
  • 12. 12 • 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
  • 13. 13 • 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
  • 14. 14 • 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? • Include statement in current bids under your existing GSA Schedules addressing contract migration • 03FAC Energy Management SINs – to be included in PSS as well? Additional Items to Look Out For
  • 15. 15 What challenges might arise from migrating your contract(s) to the new Professional Services Schedule? o Justify overlapping labor categories o Renegotiate your Economic Price Adjustment 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?
  • 16. 16 • 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 or 738X SINs - 132-51 or 595- 21? 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
  • 18. 18 Thank you for attending today’s webinar. Please join us for our next webinar! 10 Tips for Ramping Up Your Government Marketing Now February 4, 2015 at 1 p.m. EST Please visit winvale.com for more information.