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GSA Advantage!® for State and Local Customers

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1 GSA Advantage!® for State and Local Customers
Welcome! And thanks for attending. We’re happy to see you and thrilled to be able to tell you about GSA’s premier ordering program, GSA Advantage! We will begin today’s session with an overview of the GSA programs available to State and Local ordering activities.

2 GSA State and Local Programs
GSA State and Local Programs Cost Savings Time Savings Built-in Value Selection The General Services Administration (GSA) has many of the same roles and responsibilities for the federal government as a central procurement or purchasing office would have for state and local governments. GSA is all things procurement, and as such, developed the Multiple Award Schedules program to create efficiencies and leverage buying power for federal agencies. Under the Schedules Program, GSA establishes long-term, government-wide contracts with commercial firms to provide millions of supplies and services at volume discount pricing. Congress recognized the benefits of the Schedules Program and authorized access for state and local governments to some Schedules, under a handful of programs. Today, I’ll provide you with an overview of the available programs, explain what the programs are, explain when and how you can use the programs, and discuss the benefits of using the available eTools that GSA has to support these programs. State and local governments across the nation are using the GSA programs and reaping the benefits of time savings, cost savings, GSA’s unparalleled breadth and depth of local and global contractors, and the built-in value of our free resources for market research, online procurements and assistance. Using the GSA Schedules can save you time and money, while providing you with an unparalleled selection of local and global contractors and access to GSA's many resources

3 GSA Schedules Program Benefits
GSA Schedules Program Benefits Pre-negotiated ceiling prices that can be further discounted through head-to- head competition and negotiations Unparalleled access to local and global companies A suite of E-Tools to streamline processes A nationwide network of responsive GSA representatives Time Savings Cost Savings GSA State and Local Programs I hope after today’s presentation you have a good understanding of the benefits you can reap from the GSA Schedule-based State and Local Programs. The GSA Schedules are long-term government-wide contracts that establish set prices and terms for supplies and services. GSA customers save time during both the planning phase as well as the procurement phase by leveraging the GSA’s established contracting vehicles and through use of GSA’s suite of eTools that facilitate market research and offer automated purchasing capabilities. Cost savings are realized through GSA’s pre-negotiated ceiling prices that provide significant discounts from commercial pricing and serve as a starting point for head-to-head competition or further negotiations. The GSA Schedules also provide state and local customers with a broad selection of contractors who provide a large variety of products and services. GSA Schedules have built-in value that is provided at no cost to state and local governments including a nationwide network of personnel who provide training and assistance and online support resources. Selection Built-In Value

4 GSA’s State and Local Programs
GSA’s State and Local Programs Schedule Programs 1122 (Joint Program with Dept. of Army) “Cooperative Purchasing” Disaster Purchasing Program Federal Grantee Access to Schedules in Response to Declared Public Health Emergencies GSA has seven programs available to state and local governments. Four of these programs are Schedules-based and three are not. The 1122 program is a joint program of GSA and the Department of the Army, and the Defense Logistics Agency that allows state and local units of government access to equipment found on specific Schedules and Special Item Numbers, when purchasing in support of counterdrug, emergency response, or homeland security activities. This program is unique out of the Schedule-based programs, in that state and local governments must place orders through a State Point Of Contact (SPOC), who is selected by the Governor of the state. State and local governments have direct access to the three remaining Schedule-based programs: the Cooperative Purchasing Program (which includes Schedule 70 and Schedule 84), the Disaster Purchasing Program, and Federal Grantee Access to Schedules in Response to Declared Public Health Emergencies. Direct access means that any eligible ordering entity at the state or local level can place a task order directly off the Schedules associated with any of these programs. GSA also offers three non-Schedule-based programs: the Wildland Fire Program, Computers for Learning and the Surplus Personal Property Donation Program. << See below if you want to provide a summary of these 3 programs>> Today our focus will be on the Cooperative Purchasing and Disaster Purchasing Programs and we’ll touch on the Public Health Emergencies program as well. GSA has training sessions and information on each of the programs, however. If you’re interested in another program, please let me know at the end of this presentation and I can provide you with additional information. <<Address how you want to handle questions – Please feel free to ask questions throughout out presentation; Please hold your questions until the end of the presentation.>> Wildland Fire Program: Partnership between GSA and federal land agencies (Forest Service, BLM) that offers over 300 pieces of equipment for wildland fire suppression support. These items meet National Fire Equipment System specifications set by the U.S. Forest Service and are available through our Global Supply Catalog. For more information on this program, please visit: Computers for Learning: A program whereby educationally useful excess Federal equipment is transferred directly to schools and educational non-profit organizations. For more information on this program, please visit computersforlearning.gov. Surplus Personal Property Donation Program: A program whereby eligible donees receive Federal surplus personal property at no cost. This includes all personal property, but excludes real property. For more information, please contact your State Agency for Surplus Property (SASP). Non-Schedule Programs Wildland Fire Program Computers for Learning Surplus Personal Property Donation Program

5 Wildland Fire Program Transition to DLA
Wildland Fire Program Transition to DLA Wildland Fire Program: Partnership between GSA, DLA and federal land agencies (Forest Service, BLM) that offers over 300 pieces of equipment for wildland fire suppression support. These items meet National Fire Equipment System specifications set by the U.S. Forest Service and are available through DLA. For more information on this program and new ordering procedures, please visit: In order to use this program, activities must have an agreement with the US Forest Service. You must register as a Federal customer to have access to all of these items through GSA Advantage.

6 Cooperative Purchasing Program
Cooperative Purchasing Program Section 211 of the E-Government Act of 2002 Local Preparedness Acquisition Act of 2008 Opened Schedule 70 and Schedule 84 to State and Local Governments Our focus today will be on two GSA State and Local Programs; the Cooperative Purchasing Program and the Disaster Purchasing Program. As a registered state and local user, you will have access to buy from vendors, directly through our GSA Advantage and GSA eBuy systems, under these two programs only. I will start with the Cooperative Purchasing Program. The Cooperative Purchasing Program, authorized under two statutes, allows state and local governments to purchase information technology products, services, and solutions from IT Schedule 70 vendors. It also allows for the purchase of law enforcement and security products, services, and solutions through GSA Schedule 84. We will talk about some specific examples of products, services, and solutions available, later in the presentation. Any Funds Can be Used to Purchase through the Program Purchases may be made at any time for any reason, using any funds available

7 Disaster Purchasing Program
Disaster Purchasing Program Section 833 of the John Warner Defense Authorization Act Federal Supply Schedules Usage Act of 2010 Opened all Schedules to state and local governments for a specific purpose Allows state and local access for disaster preparation, response, and major disaster recovery Under Disaster Purchasing, state and local governments have access to buy from all Schedules, for the purposes of disaster preparation, response, and major disaster recovery. State and local governments may use any funds to purchase under this program. If s/l entities are purchasing with grant funding, they must ensure they follow all guidelines and competitive procedures outlined by the granting agency. Purchases may be using any funds available

8 Eligibility Eligible Users https://www.gsaadvantage.gov/
40 U.S.C § 502 (c) offers the following definition of state or local government: The 50 states All counties Municipalities, cities, towns and townships Tribal Governments, or Any instrumentality thereof (including any local educational agency or institution of higher education).“ A broad section of state and local governments are authorized to buy through the GSA State and Local Programs; Cooperative Purchasing and Disaster Purchasing. The entities listed on the slide are eligible users authorized under Cooperative Purchasing and Disaster Purchasing only. The other programs mentioned have different eligibility lists.

9 State and Local Procurement Policy and Preference Programs
State and Local Procurement Policy and Preference Programs Procurement Policies Apply Your state or local procurement policies and procedures apply when placing an order under GSA Schedules Preference Programs State and Local preference programs are not waived or otherwise affected by GSA’s state and local programs Federal Acquisition Regulation 8.4 provides ordering guidance on the use or Federal Supply Schedules; however, your state or local procurement policies and procedures apply when placing an order under GSA Schedules GSA eTools provide information on the socio-economic status of all GSA Schedule contractors which can assist activities in meeting their preference programs.

10 State and Local Participation
State and Local Participation Voluntary No obligation by state and/or local governments to use the Schedules Contractors decide whether to accept orders from state and local governments Always Open for Use Meet GSA Eligible Users Criteria Have State or Local Authority Granted by State or Local Entity GSA Schedules use is voluntary for state and local entities. State and local entities have the full discretion to decide if they wish to make a Multiple Award Schedule purchase, subject to any limitations that may be established under your own state and local laws and procedures. Any transaction for products or services is conducted entirely between the contractor and the state or local agency, without the federal government’s intervention. Similarly, Schedule contractors have the option of deciding whether they will accept orders placed by state and local government buyers. Even agreeing to participate in any of the State and Local programs, a Schedule contractor retains the right to decline orders received from state or local government entities on a case-by-case basis. Orders issued by state and local entities may be declined by Schedule contractors for any reason within a 5-day period after receipt of the order; however, credit card orders must be declined within 24 hours.

11 Schedule Terminology https://www.gsaadvantage.gov/
A grouping of Indefinite Delivery, Indefinite Quantity (IDIQ) contracts for similar commercial products and service offerings Schedule Number and Name IT Schedule 70 Special Item Number (SIN) What is a Schedule contract? A “Schedule” is a grouping of IDIQ contracts that fit into the same commodity and service group A special item number is a subcategory of more specific groupings of products and services that fit under the larger Schedule grouping A subcategory of more specific groupings of products and service offerings within a Schedule 132-51

12 Schedule Contract Negotiated and Awarded Based On Includes
Schedule Contract A five-year IDIQ contract with three five-year options (maximum of 20 years) Negotiated and Awarded Based On Positive past performance Most favored customer discounts Demonstrated financial responsibility Includes Lists and descriptions of available products and services Pre-negotiated ceiling prices Pre-negotiated terms and conditions A Schedule contract is a 5 year IDIQ contract with 3 five year options (up to 20 year contract) Schedule contracts are negotiated and awarded based on: Past performance Most favored customer discounts Financial responsibility Schedule contract/ordering is competitive in two parts. First part is the negotiation and award of the actual schedule contract. Second, is following the appropriate procedures at the ordering level. Made competitive via your jurisdiction’s policies/ordering procedures or GSA’s recommended ordering procedures

13 GSA Schedules by the Numbers
GSA Schedules by the Numbers Schedules provide access to over 20+ million supplies and services ~ ~20,000 GSA Schedule contracts Nearly 84% are small businesses as defined by the U.S. Small Business Administration Includes local businesses throughout the US as well as large, globally-recognized businesses Includes a range of socioeconomic/ disadvantaged business concerns One of the major benefits of the GSA Schedules program is the access it provides to global and locally-based companies. The GSA Schedules provide an enormous breadth and depth of supplies and services through ~20,000 contracts. Of all the companies holding a Schedule contract, 84% are small and disadvantaged businesses as defined by the U.S. Small Business Administration. Definitions for small, local, or minority owned businesses often differ by jurisdictions, although many set-aside categories based on ownership requirements will likely match. GSA Schedule contractors include women-owned businesses, service disabled veteran owned businesses, Native American owned businesses and a number of other socio-economic categories. I’ll show you later how you can use GSA’s free e-Tools to search for companies by location and socio-economic status. And as I mentioned earlier, state and local governments across the nation are enjoying the advantages of using GSA’s programs. During federal fiscal year 2015, state and local governments purchased $970.7 million in supplies and services. State and local governments ordered over $970.7M in supplies and services in FY15.

14 Schedule Contract Pricing
Schedule Contract Pricing Schedule Contract pricing includes a .75% Industrial Funding Fee (IFF) that the contractor remits to GSA Schedule Contract Prices Schedule Contractors Allowed to Offer Spot Reductions Jurisdictions Encouraged to Seek Additional discounts for Any Purchase GSA Negotiates Fair and Reasonable Ceiling Prices In addition to the access the GSA programs provides, another benefit that ordering activities appreciate is GSA’s pricing. Similar to the consortia model and even some centralized procurement office’s, GSA charges a small fee for all of the upfront work that has been completed. GSA’s fee is .75% and known as the Industrial Funding Fee, meaning that it is paid by the contractor and included within the list price or any discounted price offered by the contractor. In other words, the fee is built into the price and you will never see it broken out on an invoice, and you will not have any payments that your office makes to GSA. Because price is such an important aspect of competitions and contracts, and because we think leveraging the federal government’s purchasing power can help state and local governments obtain better pricing, I want to spend some more time explaining the pricing you’ll find on GSA’s Schedules. When awarding the Schedule contract, GSA negotiates Fair and Reasonable Pricing, which is a ceiling price that may offer significant discounts off of commercial pricing. Because the federal government is one of the largest purchasers in the world, this pricing strategy seeks to leverage that purchasing power and commit the contractor to providing exceptional pricing. That said, the pricing you see listed on Schedule contracts is a ceiling price based on the contract terms and conditions. The Schedule contractor cannot provide higher pricing when selling through their Schedule contract, but they can provide discounts to customers off of their pricing when the customer is purchasing through an authorized Schedule program. These additional discounts are known as spot reductions, and any GSA Schedule contractor can offer the discounts to any authorized user, which includes state and local governments, when engaging in negotiations or a head-to-head competition for a task order award off of the Schedule contract. In fact, GSA encourages all Schedules Program users to request discounts when placing orders against the Schedule contracts. It is ultimately up to the contractor to determine the size of discount. <<If questions are raised on the IFF.>> Sometimes I’ll hear that a city or county would love to use the GSA programs, but the fee is an issue. If that’s the case, using the strategy I just discussed, an ordering activity could ask for a .75% discount from the Schedule contractor that would essentially eliminate the fee that is built into the pricing. However, the GSA Schedule contractor would still be required to remit .75% of the sale to GSA. The Price You’re Quoted is the Price You Pay

15 Schedule Terms and Conditions
Schedule Terms and Conditions Contract Ts&Cs are available via GSA e-Library Clause exceptions that do not apply to orders placed by state and local governments include: Federal Prompt Payment Act – The ordering entity’s prompt payment laws take precedence Disputes – GSA is not a party to resolving disputes within the Cooperative Purchasing Program Commercial Item Contract Terms and Conditions Unique to the Federal Government – Applies to Federal Ordering Activities only Patent Indemnity Clause – Applies to Federal Ordering Activities only State and local governments may need to address these areas at the order level When we talk prices, it is also important to talk about the contract terms and conditions included in the GSA Schedule contract.

16 Example Cooperative Purchasing Process
Example Cooperative Purchasing Process Sending a Request for Quote (RFQ) to a Selected Contractor (can use eBuy) Acquisition Research with GSA’s online tools, GSA Advantage!®, eLibrary and eBuy Defining the Scope of Requirements As important as price and terms and conditions, it is important to talk about how to utilize the Schedule contracts and how to order from Schedules to obtain best value from the Schedule contracts. Paying the Contractor as per the contract agreement Receiving Products or Services from the Contractor Evaluating Proposals and Making a Selection

17 When Can I Use the Schedules?
When Can I Use the Schedules? State and local customers often turn to GSA for: One Time, Large Dollar Buys Recurring Needs Expeditious and Emergency Procurements You may have a good idea by now of how and when you’d use the GSA Schedules program. If you haven’t yet, through research on our state and local customers who have used the Schedule programs, we found three types of purchases for which the Schedules are particularly well-suited: 1) One-time, large dollar buys 2) Predictable, recurring needs and 3) Expeditious and Emergency Procurements. However, so long as it is within the scope of the Congressionally-authorized GSA State and Local Programs AND in compliance with your own jurisdiction’s procurement policy, you may use the Schedule-based programs for any need you have. Authorized State and Local Programs Permitted use of the GSA Programs In Compliance with your Procurement Policies

18 What products, services, and solutions are available under the GSA State and Local Programs? Now let’s discuss in detail a little bit about what products and services are available under the Cooperative and Disaster Purchasing Programs.

19 GSA’s IT Schedule 70 Snapshot
GSA’s IT Schedule 70 Snapshot Let’s start with the Cooperative Purchasing Program. Section 211 of the e-Gov Act of 2002 authorized GSA sales of Schedule 70 IT products and services to State & Local Governments through the introduction of Cooperative Purchasing.

20 Schedule 70 Sales Information
Schedule 70 Sales Information Fiscal Year 2015 Total Sales: $14.4 Billion Services $9.0 Billion Hardware $1.6 Billion Software $3.8 Billion Services Hardware Software 26% % 63% These are the total Sales for the Information Technology GSA Schedule. GSA uses this purchasing volume to negotiate most favored customer pricing on GSA contracts.

21 Direct Access https://www.gsaadvantage.gov/
IT Schedule 70 provides state and local government customers with direct access to commercial IT products, services and solutions. Direct Access Software Term Software Licenses Perpetual Software Licenses Hardware Services Purchase or Rental Web-servers Network servers Cables Routers Gateways Biometric Readers Image capturing cameras Training Maintenance Installation IT Professional Services Wireless Services Satellite Services E-Commerce Identity & Access Management Products and Services Schedule 70 users place orders directly with the contractors of their choice for items such as: - Professional Services for IT management, computer programming, data conversion, electronic commerce, wireless installations, and related areas. - Equipment purchases such as computers (desktop, laptop, or mainframe), digital cameras, fax machines, modems, navigation aids, pagers, printers, projectors, scanners, servers, two-way radios, and workstations. Leasing or rental of IT equipment Software license for programs ranging from database management, electronic commerce, or Internet access to virus detection, mapping, or multimedia design. - Classroom training for using IT equipment - Additional offerings include IT equipment and software maintenance, wireless services, data conversion services, and more…

22 Schedule 70 – Solutions https://www.gsaadvantage.gov/
Cloud IT Services Computer and Networking Hardware Systems Life Cycle Integration Cyber Security Data Centers and Storage SmartBuy: Commercial Software Solutions Satellite Services Software and Applications Wireless and Mobility Information Technology Solutions available under GSA Schedule 70 include: Cloud IT Services Computer and Networking Hardware Systems Life Cycle Integration Cyber Security Data Centers and Storage SmartBuy: Commercial Software Solutions Satellite Services Software and Applications Wireless and Mobility

23 GSA Schedules & BPA’s https://www.gsaadvantage.gov/
Can serve as the basis for Blanket Purchase Agreements (BPAs)/Term Contracts for recurring needs 20 competitively-bid SmartBUY BPAs are available to state and local governments and include: Information Assurance (Situational Awareness and Incident Response) Information Assurance (Data-At-Rest) Geospatial Information Systems Enterprise Content Management Because of procurement policies, I often hear that a state or local government will need to hold a head-to-head competition to award a contract versus negotiating or ordering directly off of a GSA Schedule contract. One of the great benefits of using the GSA programs is that state and local governments can host a competition of GSA Schedule contractors and establish a competitively-awarded contract or a Blanket Purchase Agreement (BPA) for recurring needs. I know the terminology varies a bit and some of you may call them term contracts or master agreements. Just know that when you hear me say BPA, it’s the same thing. Establishing BPAs based on Schedule contracts can provide significant time and cost savings for state and local governments. Many state and local governments have a practice of taking a BPA or term-type contract that was awarded via head-to-head competition by another government and adopting it as their preferred contract vehicle for a particular product or service. The state of California refers to such contracts as Leveraged Procurement Agreements, or LPAs. Since this term is accurately descriptive and there was consistent terminology for this practice across state and local governments, GSA will frequently refer to this term. GSA Schedules are foundational, meaning that they can easily be used to create multiple or single award contract vehicles (i.e. BPAs or Term Contracts) that can be adopted into your jurisdiction’s set of preferred contract vehicles, or LPAs. GSA has taken the initiative to award a number of these BPAs off of Schedule 70 via head-to-head competition. One program that offers 20 of these BPAs to state and local customers is the SmartBUY program. GSA anticipates that the number of contracts in this software-focused program will only continue to grow. The 20 contracts fall into four categories of software: 1) Situational Awareness and Incident Response, 2) Data-At-Rest, 3) Geospatial Information Systems, and 4) Enterprise Content Management. More information can be found on the website listed at the bottom of the slide. GSA continues to examine gaps in the market where the SmartBUY program can offer competitively-awarded software contracts that would achieve time and cost savings for federal, state and local governments. If you have an idea, please don’t hesitate to let me know or contact the SmartBUY office. If there is an opportunity of particular interest, GSA appreciates state and local government input into the requirements and process.

24 GSA’s Schedule 84 Snapshot
GSA’s Schedule 84 Snapshot The Local Preparedness Acquisition Act expanded the Cooperative Purchasing Program and authorized state and local government to purchase Alarm and signal systems, facility management systems, firefighting and rescue equipment, law enforcement and security equipment, marine craft and related equipment, special purpose clothing, and related services (as contained in Federal supply classification code group 84 or any amended or subsequent version of that Federal supply classification group).

25 Schedule 84 Sales Information
Schedule 84 Sales Information Sales Federal, State, & Local Total Sales FY11: $2.4 Billion State and Local: $64.2 Million Total Sales FY12 : $2.5 Billion State and Local: $66.7 Million Total Sales FY13 : $2.0 Billion State and Local: $91.8 Million These are the total Sales for GSA Schedule 84. GSA uses this purchasing volume to negotiate most favored customer pricing on GSA contracts. State and local activities have placed a substantial volume of sales against these contracts in recent years.

26 Schedule 84 –SNAPSHOT Marine Craft
Schedule 84 –SNAPSHOT Marine Craft Firefighting and Rescue Equipment, Urban and Wildland Alarm & Signal Systems, Facility Management Systems Law Enforcement and Security Equipment Supplies and Services Special Purpose Clothing Items available under Schedule 84 include: Marine Craft Firefighting and Rescue Equipment, Urban and Wildland Alarm & Signal Systems, Facility Management Systems Law Enforcement and Security Equipment Supplies and Services Special Purpose Clothing

27 Schedule 84 - Law Enforcement and Security Equipment Supplies and Services Body Armor, Miscellaneous Personal Law Enforcement Equipment Restraining Equipment, Canine Training and Handling Equipment, Search and Detection Night Vision Equipment Alcohol and Drug Detection Kits and Devices Bomb Disposal and Hazardous Material Equipment Radiation / Nuclear Material Detection Equipment Law Enforcement items available under Schedule 84 include: Body Armor, Miscellaneous Personal Law Enforcement Equipment Restraining Equipment, Canine Training and Handling Equipment, Search and Detection Night Vision Equipment Alcohol and Drug Detection Kits and Devices Bomb Disposal and Hazardous Material Equipment Radiation / Nuclear material Detection Equipment

28 What services are available under Disaster Purchasing?
Disaster Purchasing What services are available under Disaster Purchasing? 899 - Environmental Services 871 - Professional Engineering Services (PES) 874 V - Logistics Worldwide (LOGWORLD) 738 II - Language Services 874 - Mission Oriented Business Integrated Services (MOBIS) 70 - Information Technology Services (IT) 541 - Advertising and Integrated Marketing Services (AIMS) 520 - Financial and Business Solutions (FABS) 84 - Security Solutions 03 FAC - Facilitates Maintenance Example Services Available Under the GSA Disaster Recovery Purchasing Program Remediation and Reclamation Services: Remediation services include, but are not limited to: Excavation, removal and disposal of hazardous waste; Site preparation, characterization, field investigation, conservation and closures; Wetland restoration; Emergency response clean up (ERC); Underground storage tank/above-ground storage tank (UST/AST) removal; Air monitoring; Soil vapor extraction; Stabilization/solidification, bio-venting, carbon absorption, reactive walls, containment, monitoring and/or reduction of hazardous waste sites, as well as unexploded ordnance removal; Remediation-related laboratory testing (e.g., biological, chemical, physical, pollution and soil testing). Reclamation services include, but are not limited to: Land (e.g., creating new land from sea or riverbeds and/or restoring areas to a more natural state, such as after pollution, desertification, or salination have made it unusable); and Water and refrigerant reclamation. Food Service, Hospitality, Cleaning equipment and supplies, chemicals and services: Emergency and Non-Emergency Food Service Support - including Emergency Water Filtration Units, Potable Water, Non-Perishable Subsistence Meals, Juices, Coffee, and Assorted Snack Food, Portable Kitchen Units, Mess Attendants and Cooks Cleaning equipment and accessories, and cleaning products for daily cleaning - products that keep facilities clean in an environmentally friendly manner. Hospitality Services Consulting Services for Relief and Rebuilding Efforts: Grants management consulting Energy Management Planning and Consulting Building Commissioning Services Professional Engineering Services Distribution and Transportation Logistics Services

29 What products are available under Disaster Purchasing?
75 - Office Supplies and Equipment 51 V - Tools and Hardware 56 - Building and Industrial Materials 71 - Furniture 70 - Information Technology (IT) Products 23 V - Vehicles and support equipment 51 V - Appliances 84 - Law enforcement, Fire, and Security Products Example Products Available Under the GSA Disaster Recovery Purchasing Program Clean-up and Rebuilding: Absorbants Adhesives and sealants Brooms & mops & brushes & accessories Cleaning & disinfecting solutions Cleaning equipment Cleaning rags and cloths and wipes Exterior finishing materials Hand tools Paints and primers and finishes Plywood Power tools Sheeting Structural products Tape Waste containers & accessories Water treatment and supply equipment Temporary Housing and Shelters: Bedclothes Outdoor equipment (tents, cots, sleeping bags, etc) Packing supplies (tarps, etc) Portable structures Portable or stationary restroom or restroom/shower buildings; Restroom and shower trailers; Restroom facilities such as porta-potties, portable toilets and handicap accessible, ADA compliant, restroom facilities; and Comfort stations, mobile laundry facilities; Prefabricated commercial and industrial structures Prefabricated emergency relief structures Electronic and Power Equipment: Audio and visual equipment Batteries & cells & accessories Compressors Cooling Electrical wire and cords Heating Humidity control Personal communication devices Power generators Pump parts and accessories Pumps

30 Get Quotes https://www.gsaadvantage.gov/
Now that you know what Schedules are and when your organization can access Schedules, we would like to talk about our GSA e-Tools to show you how you can easily access the products, services, and solutions that we discussed. We have adopted a fresh design but you will quickly see that everything you need (and more) is still there and easy to access. New design with improved more intuitive screen layouts reduces clicks providing fast access to products and services and better shopping experience. In the top right corner of the page you’ll find our static links. These links take you to your “my account” page formerly known as profile. You’ll also reach your Order Status & History, your Parked Carts, the Help and Customer Service section, and the Registration and Login screens. You will also be able to access our other e-Tools from this section – e-Buy, e-Library, and GSA Reverse Auctions.

31 Search for Products https://www.gsaadvantage.gov/
The product categories are listed under the heading “Products” and include links to our new “department stores” Within each department store, we have new fly-out subcategories to minimized the number of clicks you must make. Below the Products listings is a new Services listing that provides quick access to the service categories you need. New Services Search Result screen has been created for Services offered through GSA. In the middle of the screen you can access our Special Programs section. These include: AbilityOne, Disaster Relief, Environmental Program, Wildland Fire Program, Security Solutions, and American Recovery and Reinvestment Act. Clicking on any one of these programs will take you to a special landing page with more information and access to searching for related products and services. To the right of the Special Programs section, is quick access to those Strategic Sourcing and other BPAs you are authorized to purchase from. Screen scrolls down to the bottom of the page.

32 Products https://www.gsaadvantage.gov/
The product categories are listed under the heading “Products” and include links to our new “department stores” Within each department store, we have new fly-out subcategories to minimized the number of clicks you must make. Below the Products listings is a new Services listing that provides quick access to the service categories you need. New Services Search Result screen has been created for Services offered through GSA. In the middle of the screen you can access our Special Programs section. These include: AbilityOne, Disaster Relief, Environmental Program, Wildland Fire Program, Security Solutions, and American Recovery and Reinvestment Act. Clicking on any one of these programs will take you to a special landing page with more information and access to searching for related products and services. To the right of the Special Programs section, is quick access to those Strategic Sourcing and other BPAs you are authorized to purchase from. Screen scrolls down to the bottom of the page.

33 GSA Advantage!® Customer Service GSA.Advantage@gsa.gov
Help Section In the Help section, you’ll find a number of help topics to choose from. Scrolling down to the bottom of the screen, you’ll find the following GSA Advantage contact information: GSA Advantage Customer Service can be reached at or , option 2. GSA Advantage!® Customer Service , option 2.

34 Registration/Login Registration/Login https://www.gsaadvantage.gov/
The product categories are listed under the heading “Products” and include links to our new “department stores” Within each department store, we have new fly-out subcategories to minimized the number of clicks you must make. Below the Products listings is a new Services listing that provides quick access to the service categories you need. New Services Search Result screen has been created for Services offered through GSA. In the middle of the screen you can access our Special Programs section. These include: AbilityOne, Disaster Relief, Environmental Program, Wildland Fire Program, Security Solutions, and American Recovery and Reinvestment Act. Clicking on any one of these programs will take you to a special landing page with more information and access to searching for related products and services. To the right of the Special Programs section, is quick access to those Strategic Sourcing and other BPAs you are authorized to purchase from. Screen scrolls down to the bottom of the page.

35 Member Registration https://www.gsaadvantage.gov/
Our search box has moved to a Search Bar across the top of the screen. You can use this bar to reach the Products and Services categories as well as a direct link to NSN Ordering. Your keyword search feature is now located on this bar. You have the option to change the category of your keyword search by utilizing the drop down box to the right of the search box. The drop down box choices include products, services, BPAs, a number of product categories and special categories like AbilityOne, Wildland Fire, Disaster Relief and Environmental Program for buying green.

36 Registration Continued
Registration Continued This is the initial GSA Advantage registration page, which provides information on eligibility to purchase from GSA Advantage. Enter your address to validate that it is approved for registration in GSA Advantage. If your address is not from an approved extension, you will need to contact the GSA Advantage HelpDesk for registration assistance.

37 Member Registration https://www.gsaadvantage.gov/
Once GSA receives authorization from your approving official your account will be activated. If your request is not authorized by your supervisor you will not have the ability to purchase on GSA Advantage!®. Registration: This is the Registration Page for All State & Local Employees. Make sure to provide all required information. Make sure your User ID is at least 6 characters long, and your case sensitive password is at least 8 characters long. Password must contain at least 1 alpha, 1 numeric, and 1 special character. Please guard your password carefully.) [Click] You must provide your supervisor’s contact information for approval if you are requesting ordering capabilities. By choosing These Programs you are informing GSA Advantage! What items you are allowed to procure. To register, you must enter all required information and click the “Register” button.

38 Example of the email that your supervisor will receive
Example of the that your supervisor will receive Example To: From: GSA Advantage!® Subject: Request from Richard Carlson to order from GSA Richard Carlson is requesting your approval to order products and services from the General Services Administration (GSA) on behalf of [organization level 3] from the following federal programs: Disaster Recovery Program Cooperative Purchasing Program (IT products and services) Ordering will be via GSA’s online system GSA Advantage!® ( GSA Advantage!® provides millions of commercial products and services backed by GSA contracts. Recent legislation now allows state and local government entities to use GSA Federal Supply Schedule contracts to obtain products and services for the preparation and recovery from a Presidential declared disaster. Additionally, state and local governments may purchase a variety of Information Technology products and services from GSA. Richard Carlson has acknowledged being an authorized purchasing representative for [organization level 3] and agrees to act in accordance with your organization's procurement guidelines while using GSA Advantage!® . To approve or reject this request, please click the following link: Request for Ordering Authority response for Richard Carlson Thank you! GSA Advantage!® This is an example of the formatted letter that will be sent electronically to your ordering authority.

39 Request for Ordering Authority
Request for Ordering Authority Your supervisor or authorizing official will have the ability to approve or reject your request.

40 Example Approval Email
Example of the Approval To: Richard Carlson From: GSA Advantage!® Subject: APPROVED GSA Advantage!® Ordering Authority Joe Supervisor has approved your request for ordering authorization on GSA Advantage!® . You now have the ability to purchase products and services from GSA Advantage!® on behalf of [Organization level 3] from the following federal programs: Disaster Recovery Program Cooperative Purchasing Program (IT products and services) Please go to and login using the user ID and password entered when you registered. We appreciate your interest in GSA Advantage!® . Thank you! GSA Advantage!® Example Approval Sample of the authorizing you to purchase through either or both programs.

41 Products and Categories
Products and Categories LOG-IN The product categories are listed under the heading “Products” and include links to our new “department stores” Within each department store, we have new fly-out subcategories to minimized the number of clicks you must make. Below the Products listings is a new Services listing that provides quick access to the service categories you need. New Services Search Result screen has been created for Services offered through GSA. In the middle of the screen you can access our Special Programs section. These include: AbilityOne, Disaster Relief, Environmental Program, Wildland Fire Program, Security Solutions, and American Recovery and Reinvestment Act. Clicking on any one of these programs will take you to a special landing page with more information and access to searching for related products and services. To the right of the Special Programs section, is quick access to those Strategic Sourcing and other BPAs you are authorized to purchase from. Screen scrolls down to the bottom of the page.

42 Login https://www.gsaadvantage.gov/
If you Forgot your password the system will allow you the ability to establish a new one. 1. To retrieve a forgotten User ID or Password, simply click on the “Forgot my User ID & Password” link. Once you login, there will be additional areas and functionality available.

43 Personal Homepage https://www.gsaadvantage.gov/
This is your personal GSA Advantage homepage, and you are welcomed by name. The Message Center will show your recent orders and their status. If shipped, a tracking number may be provided that will link you to UPS, FedEx, etc. for that shipment. You will also receive system notices here. While logged into the system, you can access and edit your account information, manage parked carts and view the status and history of your orders by selecting “My Account”. These features are only available to registered users who have logged into the system. Click on “My Account” to view your account information.

44 My Account Page https://www.gsaadvantage.gov/
This is the new My Account page. There are three tabs across the top for your member information, address book and Payment information. Notice the Member Information tab contains the same information you just put in your registration. If you need to change your phone number, address, or other information, this is where you do that. Next click on the Address Book tab.

45 Add New Address https://www.gsaadvantage.gov/
The GSA Advantage address book allows you to maintain several possible mailing addresses for shipments. So if you are responsible for ordering for several locations, you can load all of the addresses here and select which address you need to ship to during checkout. The layout of the Address Book allows you to view the complete shipping/mailing addresses on one page. Name, phone number, and address of the individual receiving shipment is required for any shipping address used – this helps to ensure that the shipment is associated with the proper person. P.O. Box numbers are no longer accepted in the shipping address field. You can create/change your default address as well by clicking on the update button. Be sure to select your most frequently used address as your default address. Click on the “remove address” link located underneath each address to delete the address from your profile, or select “Create a New Address” at the top of the page to add another address into your profile.

46 Add New Address Continued
Add New Address Continued When you create a new address, you must give that address an “Address Name.” Fill in the other fields and click Submit to save it or Back to return to the Address Book page.

47 Purchase Card https://www.gsaadvantage.gov/
To Edit your “Methods of Payment” you will need to add the new information and delete the incorrect entry. For example, when you need to update your profile with your new credit card information, you would do that on this screen. Or you may simply need to update an expiration date.

48 Market Research Example
Market Research Example The local police department has just received a grant and wants to use the money to purchase body armor for their SWAT team. They want the armor to be: Level lll certified Veteran owned or affiliated Have green attributes We will use GSA Advantage to search for Level III certified body armor from a Veteran-owned small business with green attributes [Click] GSA has number of programs to help Federal and State agencies to reduce their environmental impact GSA’s goal is to assist all Federal & State agencies in reducing their impact on the natural environment – GSA Sustainability plan

49 Environmental Aisle Body Armor https://www.gsaadvantage.gov/
The Environmental Aisle gives Federal buyers a one-stop point for environmental products and services offered by GSA. [Click] It gives environmental friendly items more visibility. And you can also find the latest environmental regulations, laws and information. Using the search function within this Department Store will limit results to only those identified as green or sustainable. To start, we enter “Body Armor” into the search box

50 Search Results Now lets select our Green attribute and continue on
Now lets select our Green attribute and continue on “We will select Energy star Compliant” Search Results Here are the results of the search for body armor. We can further limit the number of results by selecting from the available categories, manufactures, items with photos, contractors, socio-economic status, green or special programs, or sources. The item listing includes pricing, number of sources, program information, and brief description. Here we are using Energy Star Compliant to limit our results

51 Now that we have found a vendor that has both green and veteran attributes let’s select the company Symbols Now we see only Energy Star Compliant items The green leaf identifies this item as a green item Clicking on the icon brings up a description of each of these icons We also see that this item is available from a disabled veteran small business Clicking on the item name brings up the full description of the item

52 Contractor’s Website 12 https://www.gsaadvantage.gov/
A detailed description of the item is provided Also included in the description is a link to the contractor’s web site The description includes the FOB information, delivery time, photo if available, green attributes, socio-economic status, contractor name, and price. We enter a quantity of 12

53 Price Reduction 1300 123-456-7890 (John Doe)
Price Reduction 1300 (John Doe) The Customer called the Vendor and spoke with John Doe who agreed to lower the price to $1,300. Always put the authorization code in the box .

54 Cart Options Parking Carts Cart Options New Price
Cart Options Cart Options Parking Carts New Price The new price should show up in the window Now that we’re in our Shopping Cart, we’ll go over our Cart Options. First we’ll discuss Parking Carts. If we are not ready to purchase this hard drive, we can click on “Park Cart” and save it for later.

55 Park a Cart Body Armor optional https://www.gsaadvantage.gov/
Please note that prices are subject to change and when you retrieve a cart the prices will be updated automatically. Saving a cart is not a hedge against inflation. In addition, items in a parked cart no longer available on GSA Advantage are clearly marked. In order to park a cart, we must give it a Cart Name. You can also give the cart a password, but this is optional. By checking the “clear my shopping cart after parking” box, these items will no longer be in your current shopping cart. Click on the Park Cart button.

56 Forwarding Carts Forwarding Carts https://www.gsaadvantage.gov/
Next we’ll cover the Forward Cart feature. Forwarding a cart is useful in many ways. If you are a card holder that needs approval prior to purchase, you can forward a cart of items to your approving official. Another way to use this feature is for non-card holders. If you want your purchaser to buy something you need for work, you can do the search yourself and forward the cart to the purchase card holder so they know exactly what you require. Another reason to forward a cart is if you are working on a team and you have to collectively decide on an order. Here is a listing of all our parked carts. You can always come back to this screen with the link at the top, “Parked Carts.” We can use this feature to quickly reorder commonly needed items, share our shopping cart with others, or save our work to come back to it later. [Click] You can see our new shopping cart “2tb hard drive” we just added. And you can retrieve a cart by clicking on the Cart Name.

57 Manage Parked Carts https://www.gsaadvantage.gov/
Here is a listing of all our parked carts. You can always come back to this screen with the link at the top, “Parked Carts.” We can use this feature to quickly reorder commonly needed items, share our shopping cart with others, or save our work to come back to it later. [Click] You can see our new shopping cart “body armor” we just added. And you can retrieve a cart by clicking on the Cart Name. I am going to select the cart named body armor.

58 Manage Carts Continued
Manage Carts Continued Please note that prices are subject to change and when you retrieve a cart the prices will be updated automatically. Saving a cart is not a hedge against inflation. In addition, items in a parked cart no longer available on GSA Advantage are clearly marked. The body armor cart items show up on the right side under Parked Cart Information. Click on Forward Cart.

59 Forward a Cart https://www.gsaadvantage.gov/
“Forward a Cart” now shows up on the right side of the screen. To forward a parked cart to someone else, enter the recipient’s address. Add any comments in the message box and select the “Forward Cart” button as we’ve done in this example. Forwarding a cart is a great feature when the individual who compiles the order does not have the authority to make the actual purchase. Anyone in your agency would have the ability to go online and put together a shopping cart as there is no requirement to enter payment information until checking out. Once you have forwarded a shopping cart, the recipient will have full editing capability for your parked cart. [Click]

60 Email Receipt Todd.Cook@gsa.gov GSAadvantage Cart #2682885
GSAadvantage Cart # Receipt Here is a copy of the the recipient will receive. From here, they can click on the link to GSA Advantage and log in. They must have a GSA Advantage account (login) to view a parked cart. If they do not, they can go through the registration process we covered in the beginning of the presentation. Once logged in, they should click on the “Parked Carts” link and type in the cart number in the “Retrieve a Cart” box. They can then add the items to their shopping cart and proceed to check out or continue shopping.

61 Retrieving Carts Retrieving Carts https://www.gsaadvantage.gov/
Next we’ll discuss Retrieving Carts. From the Manage My Parked Carts Page (accessible from the “parked carts” link at the top of any page) enter the cart number in the “retrieve parked cart” box. Remember, when you want to view your own carts, you use the cart NAME. When you want to view someone else’s cart, use the cart NUMBER. In our example we enter and click on Retrieve.

62 Reordering from Carts Reordering from Carts
Reordering from Carts Reordering from Carts Once we have retrieved a parked cart, we can also give it a new name and assign it a password, perhaps because we are going to forward it to someone else. We could also change a previously assigned password. You have the ability to make a change to the contents of a parked cart and have the changes override the old cart. You won’t have to give the cart a new name to save the changes. You will need to click on “Update Parked Cart” to save these changes. [Click] To remove or delete a shopping cart simply select the appropriate “x” in the red circle found in the “Remove” column. To reorder from a Cart, go ahead and add these items to the shopping cart by clicking on the “Add to Shopping Cart” button.

63 Shopping Cart Notes https://www.gsaadvantage.gov/
As we saw earlier, the red exclamation point in the yellow box alerts us to important messages pertaining to our shopping cart. We decide to not order these items at this time, so let’s return to the GSA Advantage homepage.

64 Order History & Status Order History https://www.gsaadvantage.gov/
Now let’s look at “Order History/Status.” When logged in, you’ll see recent order information in the Message Center. Just click on the Session number to see the details about any of these orders. [Click] You can access additional orders by selecting the “Order History/Status” button at the top of the page. You can access your order history from any page, at any time, in Advantage, using this link.

65 Last 2 Years Order History Ice cream scoop
Order History Ice cream scoop Here is the new Order History/Status Page. Note, you will only be able to view the last two years worth of orders via the online GSA Advantage system. We retain records for longer periods of time, but they will not show up here. From here you can choose what to search for. Do you really want to see ALL your orders, or just the last few? [Click] You can specify a specific date range, such as the last month or last quarter. Or, you can search by a specific session number, requisition number, or purchase order. If you do not remember the session number, but remember WHAT your ordered, you can now search by the item information. I am interested in a past order for ice cream scoops, so let’s search all of our previous orders for “ice cream scoop.” In this case, we elect to search in the “Item Name” field. I could also limit my sort to a specific date range, and select “Go!” to execute the search. Last 2 Years

66 Order History Continued
Order History Continued It is suggested that you also contact the contractor directly after cancelling an order on GSA Advantage so they will receive the cancellation notice prior to shipping

67 GSA eLibrary https://www.gsaadvantage.gov/
Filter types of businesses by Schedule/SIN Schedule Contracts State and Local Icons denote State and Local Programs The GSA e-Library website provides information on all GSA Federal Supply Schedule contracts It also allows you to see only the companies that participate in the cooperative purchasing or disaster recovery programs

68 Registration Current S&L registration for GSA Advantage!® and e-Buy must be done through GSA Advantage! ® For immediate registration, users must have a .gov or .fl.us (where FL is state code) Any domain that ends in xx.us (with xx being the state abbreviation) is pre-approved and never needs a request to be added.  So those with fl.us are already approved. Users without approved domain names will have to go through alternate process with the GSA Advantage!® helpdesk. Users with domains names like .org or .edu may have to go through an alternate process to register with the GSA Advantage! Helpdesk. Users should try and register through the online system and if they receive an error message then they should register through the alternate helpdesk process. Once one person in your office is registered, all other users in your office with the same domain name (for then everyone else in your office can go through the electronic registration process.

69 Alternate Registration Process
Alternate Registration Process A request must be submitted in writing on official letterhead of your particular state or local government organization The name of the state or local organization must be on the letterhead The letter must be dated and signed by an approving official who will serve as the point of contact (POC) for any and all individuals who may request a GSA Advantage!® account in the future using that second level domain Name, phone, , and title of the POC Provide the second level domain requested A short paragraph explaining your organizational mission and authority You may submit the request with attached letterhead document via to or mail to: GSA Federal Acquisition Service Contract Services Management Division (IQ0HB) Attention: GSA Advantage F Street Washington, DC If your address does not fit the accepted format, you will need to send the request to have your activity’s extension added to the GSA Advantage HelpDesk Please note that GSA will review each request and determine if that domain will be approved for ordering on GSA Advantage!®. You will be notified of the decision via . GSA_028

70 GSA Resources Free Training Free E-Tools
GSA Resources Customer Service Directors (CSDs) Free Training In-person 24/7 Web-based training GSA has multiple resources for training on our program and e-Tools. Free E-Tools GSA Advantage!® e-Buy e-Library

71 Local Customer Service Director
Local Customer Service Director Your local Customer Service Director can assist with using GSA programs and provide additional training

72 GSA’s State and Local Homepage
GSA’s State and Local Homepage Quick reference for all GSA State and Local Programs Program brochure download links Special Program links Drill down for more information More information about all State and Local programs can be found at

73 GSA is also on Facebook, YouTube and Twitter
Web 2.0 Tools Blog with us – Sign up of the MAS Interact website to stay up to date with changes to the program and be notified of upcoming webinars as well GSA is also on Facebook, YouTube and Twitter

74 Helpful Links https://www.gsaadvantage.gov/ Website Name
Website Address GSA GSA State and Local Programs Cooperative Purchasing (70 & 84) Disaster Recovery Purchasing Program 1122 Program GSA Advantage!® eLibrary eBuy Wildland Fire Program Here is a list of some helpful websites

75 Questions? I can now take any questions

76 Go Green


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