FINANCIAL SERVICE SOLUTIONS

Federal Acquisition Service

U.S. General Services Administration

FINANCIAL SERVICE SOLUTIONS

Jackie Austin

Business Management Specialist

GSA, Federal Acquisition Service

Central Office

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GSA Service Schedules A World of Total Solutions

Financial and Business Solutions (FABS - 520)

Mission Oriented Business Integrated Services (MOBIS - 874)

Information Technology Schedule (IT Schedule 70)

Temporary Administrative & Professional Staffing (TAPS - 736)

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Value Proposition of Using a FABS, MOBIS, TAPS or IT Schedule

These Schedules can improve the quality, timeliness and

efficiency of services provided by the Federal Government.

Solutions can cross Schedules. RFQ’s on GSA e-Buy can

be posted for multiple Schedules and Special Item Numbers.

Contractor Teaming Arrangements offer a comprehensive solution to customer needs.

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Bottom Line Benefits of GSA Schedules

Save Time Save Money Meet FAR Requirements Satisfy Socio-Economic Goals Promote Competition Contain Qualified Vendors Easy to Find the Products, Services and Information You Need Resources to Obtain the Lowest Price Quote

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Financial and Business Solutions (FABS)

Accounting Services Budget Services Financial Management Services Audit Services Business Information Services Professional Legal Services

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FABS - examples of Agency Use Used by agency CFOs to assess a portfolio, including both tangible and

intangible assets, e.g. of intangible: international fishing rights Appraisal, title, sale and closing services for real property and related

marketing activities, used by CFO Cost impact studies, used by CFO Budget, Monitor and Report projects, used by OIG and CFO Transparency and Oversight actions, used by OIG and CFO Forensic Audit Services, used by OIG Recovery Audits, Medical Coding & Claims Processing, used by VA Credit Monitoring used after data breach Project/Program Management services for financial projects/programs

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Types of customers that would require Financial and Business Solutions (520)

• Auditor• Accountant• Computer Forensic Specialist• Budget Analyst• Financial Program Officer• Inspector General

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Financial and Business Solutions (520)Point of contact:

[email protected]

(703) 605-2820

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Mission Oriented Business Integrated Services - MOBIS

Consulting Services Facilitation Services Survey Services Program and Project Management MOBIS Training Services Acquisition Management Support Services

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Who would use MOBIS for Financial Solutions?

Business Specialists Program Executive Officers Program Managers Acquisition and Procurement Specialists

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Mission Oriented Business Integrated Services (874)Points of contact

[email protected]

800-241-RAIN

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Information Technology Schedule

Maintenance of Equipment, Repair Services and/or repair/spare parts

Term Software License Perpetual Software License Maintenance Classroom Training Information Technology Services

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Key customer benefits of IT Schedule:

Optimize government financial office through technology Improved financial systems

State-of-the-Art Commercial Technology JFMIP-Certified Software Meet OMB Mandates for Government Financial

Systems

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Who Would Use GSA’s IT Schedule for Financial Application? Chief Financial Officer Inspector General Financial Management Officials Accountant Budget Analyst Project Manager Military and Civilian Federal Agencies State and Local Governments

Cooperative Purchasing

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IT Schedule Point of Contact

Customer Support: (703) 605-2700 [email protected]

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Temporary Administrative and Professional Staffing (TAPS 736)

• Administrative Support and Clerical Occupations• Automated Data Processing Occupations• General Service and Support Occupations• Technical and Professional Occupations

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Key customer benefits of TAPS:

Ability to quickly add any type of commercially available labor to augment your staff in any quantity

Huge variety of labor categories direct from temporary staffing firms

Short term duration of one calendar year or less Service Contract Act wages already fully burdened Professional labor rates already fully burdened

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Who would use TAPS for Financial Solutions?

Agencies that need additional staffing to accomplish their mission. This includes: • Vacancies that are unable to be filled—federal

employee absent due to leave, military deployment, continuous vacancy, etc.

• Critical needs that arise—end of year workload, special projects, disaster response, etc.

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Temporary Administrative and Professional Staffing Services (736)

Points of Contact:

[email protected] 817-574-2330

[email protected] 817-574-2317

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Multiple Schedule Solutions

The US Marine Corps System Command, in Quantico, VA and the US Army Aviation and Missile Command in Huntsville, AL have set up BPAs for a number of services including:

• Business and Analytical• Logistics Program Management Technical

Use of Contractor Teaming Arrangements and subcontractor arrangements to compete for each BPA

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Customer Solutions - FABS Agency - The US Dept. of Education Need - financial advisor services

A comprehensive project plan that included a multifaceted portfolio management/sales strategy and a detailed plan for a sale of the student loan portfolio or any portion thereof.

End product of this project - a stand-alone portfolio management/ sales strategy.

Solution - GSA contractors Expertise Minimal administrative time and cost.

Identification of potential vendors to contract award took less than three weeks.

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Benefits and Value to Dept. of Education

Shorter Lead Time Saves money Flexibility in managing contractor performance Flexibility in negotiating further discounts Continuity in providers

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Customer Solutions- MOBIS

• DHS Strategic Sourcing Initiative, awarded 9 BPAs in 2006 • Provide Professional and Program Management support services• Total BPA value estimated at $500M over 5 year period• 15% - 30% discounts off the applicable GSA MOBIS contracts

• Promote utilization of small businesses as Team Leads, Team Partners,

and Subcontractors

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Customer Solutions - TAPS Agency – General Services Administration (GSA) Need – Data Entry Clerk

The conversion of contract files from a paper format to a digital format requires extensive data input, scanning and electronic filing to ensure continuity. The project is short term in duration and will end when all files are converted.

End Product All hard copy contract files have been scanned and properly filed in

the new document conversion and retrieval system. Solution - GSA schedule contractor

Wide variety of choices. Minimal administrative time and cost. Identification of potential vendors to contract award and initiation of

work took less than thirty days

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Contractor Team Arrangements (CTA)

Two or more GSA schedule contractors

Total solution

GSA Schedule contractors craft the CTA document All team members should be designated Team lead should be identified if applicable Customer can deal directly with each contractor

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Small Business Procurement – GSA Can Help! All small businesses should have the maximum practicable opportunity to

participate in providing goods and services to U.S. Government (Small Business Act)

The Small Business Administration’s (SBA’s) statutory government-wide procurement goals*:

• 23% of an agency’s prime contracts for small businesses

• 5% for small disadvantage businesses (prime & subcontracts)

• 5% for women-owned small businesses (prime & subcontracts)

• 3% for HUBZone businesses (prime and subcontracts)

• 3% for service-disabled veteran-owned small businesses (SDVOSBs)• (prime & subcontracts)

• GSA’s Multiple Award Schedule (MAS) Program can help you identify and include these companies in the competition for your agency’s business!

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Thank You!

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FINANCIAL SERVICE SOLUTIONS

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