doing business with the occ · 2014-12-19 · • annual contract awards approximately $150 million...
TRANSCRIPT
Doing Business with the OCC
Presenters
Rhonda TrentSmall Business Specialist & Procurement Analyst
Office of Minority and Women Inclusion
Madelynn Orr Program Manager – Business Activities Office of Minority and Women Inclusion
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Agenda
• Introduce the OCC and OMWI Program• What the OCC buys• How the OCC makes awards• Overview of RFIs, RFPs, and RFQs • Information on Government Forecasts
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Overview of the OCC• Office of the Comptroller of the Currency• Federal agency (bureau of the U.S. Treasury Department) • Charters, regulates, and supervises national banks and
federal savings associations• Mission to ensure Federal financial institutions:
– operate in a safe and sound manner;– provide fair access to financial services;– treat customers fairly; and – comply with applicable laws and regulations
• Headquartered in Washington, D.C., and offices throughout the country
• Employs approximately 4,000 employees
• OCC established OMWI Program in January 2011 as requirement of Dodd‐Frank Wall Street Reform and Consumer Protection Act (Dodd‐Frank)
• Known as Dodd‐Frank Section 342 (12 U.S.C. §5452)
• OCC submits an Annual 342 Report to Congress available at www.occ.gov/omwi
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Office of the Minority and Women Inclusion (OMWI) Program
OMWI Program Responsibilities
• Promote the participation of minority‐owned and women‐owned businesses in agency’s contracts by providing technical assistance to minority‐owned and women‐owned businesses
• One difference between Small Business Program and OMWI Program:– OMWI Program monitors awards to minority‐owned and women‐owned businesses regardless of size
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• Annual contract awards approximately $150 million• Top North American Industry Classification System (NAICS) codes:
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What the OCC Buys
33%
21%8%
5%
4%
3%
3%
23%
Fiscal Year 2014$151 Million in Total Awards 77% in Top Seven NAICS
Other Computer Related Services (541519)
Computer Facilities Management Services (541513)
Offices of Real Estate Agents and Brokers (531210)
Insurance Agencies and Brokerages (524210)
All Other Professional, Scientific, and TechnicalServices (541990)
Data Processing, Hosting, and Related Services(518210)
Computer Systems Design Services (541512)
Other NAICS Code Categories
• For most contracting needs, OCC uses multiple award contracting vehicles:– U.S. General Services Administration multiple award schedule (MAS) contracts;
– government‐wide acquisitions contracts (GWACs); and– multi‐agency contracts (MACs)
• If not available through a contracting vehicle, then OCC posts requests for information (RFIs) and requests for proposals (RFPs) on Federal Business Opportunities Web site at www.fbo.gov
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How the OCC Buys
• Business unit conducts and participates in early aggressive market research
• Coordinates with OCC Acquisition Management Division and Small Business Specialist
• Reviews OCC Supplier Database, Past Performance Information Retrieval System (PPIRS), responses to RFI’s and sources sought to assess capabilities
• Helps Acquisition determine procurement strategy
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How an OCC Business Unit Makes Purchases
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Overview of Postings: RFIs and RFQsRequests for Information (RFIs)• Market Research is the exchange of information from the earliest
identification of a requirement.• RFIs may be used when the Government does not presently intend to
award a contract, but wants to obtain price, technical and other market information, or capabilities for project planning purposes.
• FAR 19.202 indicates that a Contracting Officer shall make every effort to find small business concerns that can compete for requirements.
Requests for Quotes (RFQs)• If the OCC determines we will be using a MAS, GWAC, or MAC, then we will
ask for an RFQ. Asking for a quote would be appropriate as we are asking you to quote from a negotiated awarded Indefinite Delivery Indefinite Quantity (IDIQ) contract vehicle/schedule. We would then award a task (services) or delivery (supplies‐items) order against that vehicle.
Requests for Proposals (RFPs)
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Overview of Postings: RFPs
• Requests for proposals are used in negotiated acquisitions to communicate Government requirement to prospective contractors and to solicit proposals.
• RFPs are posted to FedBizOpps.• Most will be posted as a combined synopsis (required 15 days) and solicitation (required 30 days) date of 45 days.
Reading a Government Forecast• A forecast will give you clues as to what procurement strategy was used
last time the service was purchased.• If a prior effort is up for recompete then this may have a bearing on
strategy, small business set aside, SDVOSB, HUBZone set aside, 8(a), etc.• All Agencies that follow the Federal Acquisition Regulation (FAR) are
required to set all efforts less than $150K aside for small businesses unless a justification has been submitted to the small business specialist that shows a compelling reason a SB cannot do the work.
• Look at the dates of the estimated solicitation, target award dates and ultimate contract end date. These will give you clues as to when to start looking at RFI postings or RFQ postings.
• Look at the contract type used last time this was procured. This will give you a clue as to the procurement strategy for this effort.
• FSS (Federal Supply Schedule) = GSA• GWAC (Government Wide Acquisition Contract) = IT services, etc.
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• Review Fiscal Year Forecast of Contract Opportunities (review throughout year);
• Review Fiscal Year Existing Contracts with Incumbent Primes; and
• Register as an interested OCC supplier:
www.occ.gov/omwi
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Tips for Doing Business with the OCC