Source Selection Training ACC Integrated Source Selection Training Regulations, Procedures, Authorities, and Concepts Give examples of source selections we do every day: Answers include house, car, clothes, food, etc. Go through a car purchase for example: tradeoffs for mileage, comfort and convenience. What are we willing to pay for. Then applying best value decisions like this to our government procurements. Instructor: Name S3COE ACC-XXX Module 2

Authorities and Concepts Regulations, Procedures, Authorities and Concepts Organization, Roles and Responsibilities Ethics and Procurement Integrity Acquisition Planning Selecting the Best Value Approach Developing the RFP and SSP Peer Review Process Conducting the Evaluation Competitive Range and Discussions Documenting the Source Selection Decision Notifications Debriefings Managing Protest Issues Learning Objectives Students will obtain: A general knowledge of source selection procedures and regulations An introduction to source selection concepts including the best value continuum

ACQUISITION UNIVERSE FAR COMPETITIVE PROCEDURES OTHER THAN COMPETITIVE PROCEDURES 1. ONLY ONE RESPONSIBLE SOURCE OR A LIMITED NUMBER OF RESPONSIBLE SOURCES 2. UNUSUAL AND COMPELLING URGENCY INDUSTRIAL MOBILIZATION; ENGINEERING, DEVELOPMENTAL, OR RESEARCH CAPABILITY; OR EXPERT SERVICES 4. INTERNATIONAL AGREEMENT 5. AUTHORIZED OR REQUIRED BY STATUTE 6. NATIONAL SECURITY 7. PUBLIC INTEREST SEALED BIDDING NEGOTIATION 1. CONVENTIONAL 2. TWO-STEP 1. CONVENTIONAL 2. PHASED APPROACH Every federal acquisition must fall somewhere within the confines of this “universe”. Point out that under “Competitive Procedures” there are two methods – “Sealed Bidding” and “Negotiation”. Point out that the Negotiation method can be accomplished using one of two different formats – “Conventional” or “Two-Step” The focus of this presentation is any acquisition using “Competitive Procedures”, involving the “Negotiation” method, and following a “Conventional” format ACQUISITION UNIVERSE

Competitive Source Selection? When to use Competitive Source Selection? Acquisitions conducted in accordance with FAR … Part 12 (Commercial Items) Part 13 (Simplified Acquisitions) Part 14 (Sealed Bidding) Part 15 (Contracting By Negotiation) Part 36 (Construction/Architect-Engineer) … all involve selection of sources but the term “Source Selection” is primarily associated with FAR Part 15 … our focus for this class

FAR Part 15, Contracting By Negotiation The FAR gives the SST the latitude it needs to conduct smart, effective, and efficient source selections. The team should take full advantage of this opportunity. It covers: Solicitation requirements Evaluation criteria Cost/Price considerations Documentation requirements Exchanges with Offerors Debriefing requirements Protests (also see FAR Part 33) Intent of competitive procedures is to minimize complexity of solicitation, evaluation and the source selection decision Foster an impartial and comprehensive proposal evaluation Lead to selection of proposal representing best value to the Government

Source Selection Procedures The Director, Defense Procurement and Acquisition Policy issued DoD Source Selection Procedures, effective 1 July 2011 (Mandatory, no deviations without waiver!) The document provides DoD procedures for conducting competitively negotiated source selections and outlines a common set of principles and procedures for conducting acquisitions Army Source Selection Supplement (AS3), effective January 2013, to the DoD Source Selection Procedures Agency Heads are Responsible for Source Selection (FAR Part 15.303)

Why Best Value? To select the offeror Whose proposal meets (or exceeds if trade-off) our requirements Whose past performance provides confidence (“acceptable” for LPTA) in the Offeror’s ability to accomplish the effort Which provides the best value at a fair and reasonable price What does this represent?: Cost, Schedule, and Performance Who is most likely to actually do what it promises (risk) Best able to handle the problems that might occur as it performs the contract That provides the best realistic plan for contract performance

Technically Acceptable Obtaining Best Value Agencies can obtain best value by using one or a combination of the following source selection approaches Cost Factors Most Important Cost/Non-Cost Factors Equally Important Non-Cost Factors Most Important Lowest Priced Technically Acceptable Trade-Off Process Cost/Price Only may be appropriate for NSN items. The Government always procures products and services to obtain the “Best Value.” Best value can be defined by cost/price only, lowest price technically acceptable, and trade-off analysis. Selecting the wrong source selection approach puts the Government at risk of awarding a contract that is not advantageous to the Government. The three across the top do not necessarily correspond to the bottom three.

Here’s Your Pop Quiz

Question #1 What 3 documents provide guidance and/or procedures on conducting Source Selection Acquisitions? Federal Acquisition Regulation (FAR) DoD Source Selection Procedures Army Source Selection Supplement (AS3)

Question #2 Name the 3 categories of Best Value Cost/Price Only Lowest Price Technically Acceptable Trade-off