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Pages 14-37

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From page 14...
... 14 chapter three INDEFINITE DELIVERY/INDEFINITE QUANTITY PROCUREMENT POLICIES, PROCEDURES, AND PROGRAMS INTRODUCTION Federal Supply Schedules were the first version of IDIQ contracts and appeared with the creation of the General Services Administration (GSA) by the Federal Property and Administrative Service Act of 1949.
From page 15...
... 15 ods (see Figures 1–3 in chapter one)
From page 16...
... 16 instances where the owner must first complete an initial portion of these design activities, referred to in Figure 10 as conceptual design. It is to be detailed enough to efficiently communicate the scope of each work order under two specific situations: to allow the awarded contractor in a single award DB-IDIQ to continue with the final design, or to advertise and award each work order in multiple award DB-IDIQ or CMGC-IDIQ contracts.
From page 17...
... 17 the agency is unable to incorporate the specific anticipated scope for the first work order into the solicitation documents. Even though some survey participants from state DOTs reported the use of CMGC-IDIQ, access to solicitation documents from these contracts was not available.
From page 18...
... 18 FIGURE 12 IDIQ advantages -- Survey output. FIGURE 13 IDIQ most important advantage for DOTs.
From page 19...
... 19 policies and procedures may represent different sets of benefits for public owners. In an effort to find a trend that relates IDIQ benefits and IDIQ project delivery methods, the study compared the information collected from the literature review with each contracting model illustrated in Table 3 (in chapter one)
From page 20...
... 20 services, increasing the capabilities of this contracting approach (Farris 2002)
From page 21...
... 21 IDIQ contracts may be used virtually on all types of work as their scopes comprise recurring or frequently required tasks. Table 8 shows a complete content analysis on IDIQ contract documents from 20 federal agencies.
From page 22...
... 22 for the same or similar supplies or services." This preference was stated in an effort to maintain appropriate levels of price competition in federal procurement procedures (OFPP 1997) ; however, it does not apply to design or consulting services (FAR 2005)
From page 23...
... 23 IDIQ contracts. These procedures comprise two different aspects; the way these agencies communicate to potential contractors their intention of awarding an IDIQ contract and the subsequent process to select the contractor that most effectively fits the requirements stated in the solicitation documents.
From page 24...
... 24 this section is used throughout the synthesis report and is based on the definitions presented earlier. The number of responses shown in Table 9 for each selection approach indicates a great deal of diversification in the way transportation agencies address this issue.
From page 25...
... 25 to obtain government approval under these situations since "they must prove beyond any doubt that the individual contractor is uniquely qualified to perform the work" (Hessing 2008)
From page 26...
... 26 the CFLHD and analyzed in chapter five and Appendix D, but presented in this section of the report to compare federal and state multiple award practices. Figure 17 shows a onestep, best-value selection process occurring simultaneously with the selection of the low bidder for the first task order.
From page 27...
... 27 Contractor selection procedures for construction and maintenance projects usually focus on price proposals; therefore, unit prices for pay items listed in the IFB or RFP compose the principal component of proposals. The only construction contract in the figure that includes in the proposal submittal requirements factors other than price was the unusually large single award DB-PB contract awarded by FDOT.
From page 28...
... 28 pay items required for a typical work order and estimate the associated quantities is a function of the complexity of the work contemplated to be completed over the life of the IDIQ contract. A single award IDIQ for milling and overlaying pavement could be quite simple if the agency chooses to package the work orders in amounts that are roughly equal in length; whereas, an IDIQ bridge maintenance and repair contract would demand a more extensive set of pay items and quantities of work that may not be known until the maintenance or repair work commences.
From page 29...
... 29 Having determined all tasks to be required under the contract, the owner must proceed to assign bid quantities to each pay item. The determination of pay items and bid quantities is to be made for all IDIQ solicitations that pretend to use price as a selection factor; however, good practices on this matter are particularly needed for low-bid procedures because the selection of the contractor is fully entrusted to the computation of these quantities with prices submitted by bidders.
From page 30...
... 30 The following example may provide a clearer idea about the importance of setting proportional quantities to compare price proposals among bidders. Table 11 shows unit prices submitted by two bidders for items A and B
From page 31...
... 31 work taken from an IDIQ contract awarded by FDOT for emergency debris removal: This statement of work describes and defines the services which are required for the execution of Natural Disasterrelated emergency debris removal [ .
From page 32...
... 32 The information in Table 12 leads to the conclusion that the contractors' ability to obtain necessary financing to perform IDIQ contracts and staff contracting procedures are not affected by the specific characteristics of this contracting approach. In a less conclusive manner, the same could be said for contract insurance requirements as expressed by most contractors.
From page 33...
... 33 In addition, a closer look at the data used to create these two figures shows that these contracts are used to procure preconstruction and design activities by all 41 (100%) of the agencies that reported the use of IDIQ contracting.
From page 34...
... 34 to this question complemented with observations obtained from the content analysis techniques applied to IDIQ solicitation documents. It can be concluded from Table 9 and Table 13 that simpler low-bid and QBS approaches are more commonly used than best-value selection procedures to advertise and award IDIQ contracts in the transportation industry at the state level.
From page 35...
... 35 FIGURE 24 Use of design IDIQ contracts by state DOTs. Advertising and Award Procedures Design % IFB -- Low-bid contractor selection, full open competition 4 16 IFB -- Low-bid contractor selection, competition restricted to prequalified entities 4 16 RFQ -- One-step QBS, full open competition 18 72 RFP -- One-step best-value selection, full open competition (including qualifications, technical capabilities, and price)
From page 36...
... 36 in Table 13, but arranged in more general categories. This figure provides an easier perception of the use of these advertise/award approaches for design IDIQ contracts, highlighting the wide use of one-step QBS procedures for this type of IDIQ contract.
From page 37...
... 37 Agency Feature Description SCDOT Project Description Bridge design engineering services Contract Duration (years) 3 Advertise/Award RFQ -- One-step QBS Number of Awardees 6 Work Order Placement Procedure "Consultants will be evaluated and ranked based on their score during the selection process.

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