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Source Selection Step by Step by Charles D. Solloway
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C HAPTER 21 USING ORAL PRESENTATIONS
In the previous chapter, we briefly addressed the use of oral presentations. However, the potential value and the complexity of this component of source selection requires more in-depth coverage.
Oral presentations, sometimes called oral proposals, began to be used in earnest in the late 1980s and early 1990s during a period of great change and experimentation in the source selection process. This experimentation was intended to both improve the effectiveness of source selections and streamline the source selection process. Most of those streamlining efforts were aimed at reducing the expense associated with source ...
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48 CFR § 15.102 - Oral presentations.
(a) Oral presentations by offerors as requested by the Government may substitute for, or augment, written information. Use of oral presentations as a substitute for portions of a proposal can be effective in streamlining the source selection process. Oral presentations may occur at any time in the acquisition process, and are subject to the same restrictions as written information, regarding timing (see 15.208 ) and content (see 15.306 ). Oral presentations provide an opportunity for dialogue among the parties. Pre-recorded videotaped presentations that lack real-time interactive dialogue are not considered oral presentations for the purposes of this section, although they may be included in offeror submissions, when appropriate.
(b) The solicitation may require each offeror to submit part of its proposal through oral presentations. However, representations and certifications shall be submitted as required in the FAR provisions at 52.204 –8(d) or 52.212 –3(b), and a signed offer sheet (including any exceptions to the Government's terms and conditions) shall be submitted in writing.
(c) Information pertaining to areas such as an offeror's capability, past performance, work plans or approaches, staffing resources, transition plans, or sample tasks (or other types of tests) may be suitable for oral presentations. In deciding what information to obtain through an oral presentation, consider the following:
(1) The Government's ability to adequately evaluate the information;
(2) The need to incorporate any information into the resultant contract;
(3) The impact on the efficiency of the acquisition; and
(4) The impact (including cost) on small businesses. In considering the costs of oral presentations, contracting officers should also consider alternatives to on-site oral presentations (e.g., teleconferencing, video teleconferencing).
(d) When oral presentations are required, the solicitation shall provide offerors with sufficient information to prepare them. Accordingly, the solicitation may describe—
(1) The types of information to be presented orally and the associated evaluation factors that will be used;
(2) The qualifications for personnel that will be required to provide the oral presentation(s);
(3) The requirements for, and any limitations and/or prohibitions on, the use of written material or other media to supplement the oral presentations;
(4) The location, date, and time for the oral presentations;
(5) The restrictions governing the time permitted for each oral presentation; and
(6) The scope and content of exchanges that may occur between the Government's participants and the offeror's representatives as part of the oral presentations, including whether or not discussions (see 15.306(d) ) will be permitted during oral presentations.
(e) The contracting officer shall maintain a record of oral presentations to document what the Government relied upon in making the source selection decision. The method and level of detail of the record (e.g., videotaping, audio tape recording, written record, Government notes, copies of offeror briefing slides or presentation notes) shall be at the discretion of the source selection authority. A copy of the record placed in the file may be provided to the offeror.
(f) When an oral presentation includes information that the parties intend to include in the contract as material terms or conditions, the information shall be put in writing. Incorporation by reference of oral statements is not permitted.
(g) If, during an oral presentation, the Government conducts discussions (see 15.306(d) ), the Government must comply with 15.306 and 15.307 .
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VIDEO
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(a) Oral presentations by offerors as requested by the Government may substitute for, or augment, written information. Use of oral presentations as a substitute for portions of a proposal can be effective in streamlining the source selection process. Oral presentations may occur at any time in the acquisition process, and are subject to the same restrictions as written information, regarding ...
D-2 Scope of the Oral Presentation. ... Whether you will use the information in the oral presentation solely for source selection purposes or whether such information will become part of the contract (which will require a subsequent written submission of that information), and ... If you are planning a question and answer session, exclude it ...
Oral presentations may substitute for or augment written information in the the source selection process (FAR 15.102), and can allow for greater communication between government and ESCO personnel. Presentations can be conducted using questions similar to a job interview, as a one-sided ESCO presentation, or as a combination of both. The ...
15.102 Oral presentations. ( a) Oral presentations by offerors as requested by the Government may substitute for, or augment, written information. Use of oral presentations as a substitute for portions of a proposal can be effective in streamlining the source selection process. Oral presentations may occur at any time in the acquisition process ...
oral presentations, changes in the standards for determining competitive range, and new rules ... The source selection process is adequately set out in ... stages of acquisition planning/procurement strategy development, the program officer(s), advisory (legal) staff and Contracting Officer/Contract Specialist are strongly encouraged to ...
The growth in oral presentations as a source selection technique is closely linked to the acquisition reform movement identified with the enactment of both FASA and FARA. Prior to 1994, oral presentations were not a signifi cant source selection tool but they were used nonetheless.8 A brief review of this pre-FASA/FARA period is useful for two ...
• D.5 Oral Presentations • D.6 Demonstrations in Source Selections • D.7 Highest Technically Rated Offeror (HTRO) Approach ... without benefit to the source selection decision • Have a plan, ensure the plan is good, follow the plan and document the plan! • Do NOT deviate! (Evaluate what you said you were going to evaluate)
The SSO is the contract award decision maker. The SSO's decision must be based on a comparative assessment of proposals against all source selection criteria in the solicitation. While the SSO may use reports and analyses prepared by others, the source selection decision must represent the SSO's independent judgment.
Use of oral presentations as a substitute for portions of a proposal can be effective in streamlining the source selection process. Oral presentations may occur at any time in the acquisition process, and are subject to the same restrictions as written information, regarding timing (see 15.208) and content (see 15.306).
Oral presentations, sometimes called oral proposals, began to be used in earnest in the late 1980s and early 1990s during a period of great change and experimentation in the source selection process. This experimentation was intended to both improve the effectiveness of source selections and streamline the source selection process.
Use of oral presentations as a substitute for portions of a proposal can be effective in streamlining the source selection process. Oral presen-tations may occur at any time in the acquisition process, and are subject to the same restrictions as written information, regarding timing and content. Oral presentations provide
The Source Selection Plan (SSP) activities make up the evaluation scenario for the selection of the offeror(s) whose proposal(s) represents the "Best Value" to the Government to provide the required goods and services considering technical, cost, and other factors, consistent with the evaluation criteria specified in Section M of the ...
(a) Oral presentations by offerors as requested by the Government may substitute for, or augment, written information. Use of oral presentations as a substitute for portions of a proposal can be effective in streamlining the source selection process. Oral presentations may occur at any time in the acquisition process, and are subject to the same restrictions as written information, regarding ...
The FAR. FAR 15.102 states, "(a) Oral presentations by offerors as requested by the Government may substitute for, or augment, written information. Use of oral presentations as a substitute for portions of a proposal can be effective in streamlining the source selection process." 15.102 (a) continues "Oral presentations provide an.
D.5 Oral Presentations. D.6 Demonstrations in Source Selections. D.7 Highest Technically Rated Offeror (HTRO) Approach. ... Including them will lengthen proposals and time to evaluate, without benefit to the source selection decision. Have a plan, ensure the plan is good, follow the plan and document the plan! Do . NOT.
You must maintain a record of oral presentations to document what information you relied upon in making the source selection decision. You may decide the appropriate method and level of detail for the record (e.g., videotaping, audio tape recording, written record, contracting agency notes, copies of offeror briefing slides or presentation ...
Use of oral presentations as a substitute for portions of a proposal can be effective in streamlining the source selection process. Oral presentations may occur at any time in the acquisition process, and are subject to the same restrictions as written information, regarding timing (see 15.208) and content (see 15.306). Oral presentations ...
This Online Training (OLT) is an interactive module designed to provide federal procurement and acquisition professionals with a better understanding of the source selection process and its goals. The module covers planning for source selection, the source selection organization, roles of source selection team members, and notifications and ...
(a) Oral presentations by offerors as requested by the Government may substitute for, or augment, written information. Use of oral presentations as a substitute for portions of a proposal can be effective in streamlining the source selection process. Oral presentations may occur at any time in the acquisition process, and are subject to the same restrictions as written information, regarding ...
Phase I (Acquisition Planning)training should be presented at the earliest stage of an acquisition and covers the acquisition process up to release of the RFP. Phase II (Source Selection Execution)training is presented prior to or immediately after receipt of proposals. 6.4.2 Training Content and Process. The SAF/AQCP Knowledge Management Team ...
The source selection process for services, including development of the SSP, is often very complex. Organizations must ensure that the SST is comprised of qualified personnel with specific knowledge of the types of services to be acquired. The use of Sample Tasks is an effective tool in the evaluation of services.
D-3 Request for Proposal Information. If oral presentations are appropriate, you must notify offerors in the RFP that the Government will use oral presentations to evaluate and select the contractor. The proposal preparation instructions must contain explicit instructions and guidance regarding the extent and nature of the process that will be ...