# Presentation: 337638

## Acquiring Goods and Services

*Acquiring Goods and Services*

- Define the Requirement (PO)
- Prepare the Documentation (PO)
- Identify the Method (CO)
- Conduct Solicitation and Award (CO)
- Monitor the Contract (PO)
- Approve Payments (PO)
- Close Out (CO and PO)

## A NEED Creates . . .

*A NEED Creates . . .*

- The REQUIREMENT for goods or services.

## Is the Requirement Already Being Met?

*Is the Requirement Already **Being Met?*

**Check with:**
- Contracting Officer
- Other individuals at the DFO
- Other FEMA departments

## Document the Requirement

*Document the Requirement*

- Requisition and Commitment for Services and Supplies
- (FEMA Form 40-1, 60-1a,or 60-1)

## Contracting Officer . . .

*Contracting Officer . . .*

- Determine method used to purchase goods or services.
- Solicit bids/quotes.
- Evaluate offers.
- Award a contract.

**Uses information on FEMA Form 40-1, 60-1a, or 60-1 to:**

## FEMA Form 40-1

*FEMA Form 40-1*

**Attachments . . . **
- Statement of Work/Statement of Need
- Recommendation for Other Than Full and Open Competition

## Case Study Exercise

*Case Study Exercise*

**Based on the case study information, complete:**
- FEMA Form 40-1
- Statement of Work/Statement of Need
- Recommendation for Other Than Full and Open Competition
**Use Appendix A for completing the form.**

## Statement of Work/Statementof Need

*Statement of Work/Statement**of Need*

- Provides detailed explanation of goods or services.
- Provides sufficient information for Contracting Officer to solicit, evaluate, and select an offer.
- Establishes standards for measuring quality.

## Statement of Work/Statement of Need

*Statement of Work/Statement **of Need*

**Categories of Information:**
- Background information
- Goods/services specifications
- Acceptable performance requirements
- Delivery requirements
- Contractor obligations
- FEMA obligations

## Full and Open Competition

*Full and Open Competition*

- Required if goods or services exceed $2,500.
- Mandates that bids be obtained from at least three qualified vendors.  (CO)

## Recommendation for Other than Full and Open Competition

*Recommendation for Other than Full and Open Competition*

- Justifies why the full and open competition process should be waived.

## Legal Exceptions to Full and Open Competition . . .

*Legal Exceptions to Full and **Open Competition . . .*

- Only one responsible source.
- Unusual and compelling urgency.
- Industrial mobilization; or experimental, developmental, or research work.
- International agreement.
- Authorized or required by statute.
- National security.
- Public interest.

## FEMA Form 60-1a

*FEMA Form 60-1a*

**Attachments . . .**
- Statement of Work/Statement of Need
- Recommendation for Other Than Full and Open Competition

## Case Study Exercise

*Case Study Exercise*

**Based on the case study information, complete:**
- FEMA Form 60-1a
- Statement of Work/Statement of Need
- Recommendation for Other Than Full and Open Competition
**Use Appendix A for completing the form.**

## Requisition for Supplies, Equipment and/or Services (FEMA Form 60-1)

*Requisition for Supplies, Equipment and/or Services (FEMA Form 60-1)*

- Gather and document information to determine if a purchase is viable.
- Document initial purchase information to be transferred to a FEMA Form 40-1 or a FEMA Form 60-1a.
- Request a purchase under an existing FEMA Form 40-1 or FEMA Form 60-1a.

**A condensed version of FEMA Form 40-1 and FEMA Form 60-1a are used to:**