Att BEM and OET.pdf

DEFENSE LOGISTICS AGENCY

AMERICA’S COMBAT LOGISTICS SUPPORT AGENCY

WARFIGHTER FIRST

UNCLASSIFIED/FOR OFFICIAL USE ONLY

Bulk Bid Evaluation Model

(BEM)

OVERVIEW

WARFIGHTER FIRST

UNCLASSIFIED/FOR OFFICIAL USE ONLY

Bulk Fuels Business Model

Manage petroleum products in very large volumes

Fewer contracts with large dollar values

Estimated quantity with high minimum lift guarantee (75%)

Awards on FOB Origin and FOB Destination Basis

Extensive use of commercial distribution systems Distribution may be direct to demand point or through intermediate Defense Fuel Supply Points (DFSPs) Socio-Economic considerations

Small Business Set-asides (Price Matching)

HUBZone Premium Program

8(a) reservations

Bid Evaluation Model (BEM)

Mixed-integer linear optimization program used to find the minimum laid down cost for the entire procurement.

Laid Down Price includes:

Offered product price

All transportation costs

All additive costs

All intermediate DFSP distribution costs (fixed and variable costs)

– Excess throughput charges

Offer specific evaluation factors –Base Reference Price evaluation factors

Offer Conditions

Offer Conditions

Optional

BEM evaluates complex offers

– Tiered pricing

– Volume restrictions (Minimums and Maximums)

– Multiple load capabilities (modes of transportation)

– Additive injection capabilities

– Offer conditions such as “Either/Or” and “One before Two”

Conflicting Conditions

– Conditional statements must not conflict with each other (i.e.: Minimum award by Tanker is 5 million and overall maximum award is 3 million)

Evaluation Example

Offers A: 6,000,000 USG by TT @ $2.95/gallon B: 6,000,000 USG by PL @ $3.00/gallon C: 1,000,000 USG by PL @ $2.98gallon

Requirements Base 1: 3,000,000 gallons received by TT Base 2: 3,000,000 gallons received by TT Base 3: 1,000,000 gallons received by TT

Intermediate Depot Support Available Into X by PL, out by TT to all Requirements Into Y by PL, out by TT to all Requirements

Transportation Rates A to 1 (TT): .28/gallon A to 2 (TT): .20/gallon A to 3 (TT): .23/gallon B to X (PL): .02/gallon B to Y (PL): .02/gallon C to X (PL): .01/gallon C to Y (PL): .04/gallon X to 1 (TT): .05/gallon X to 2 (TT): .02/gallon X to 3 (TT): .05/gallon Y to 1 (TT): .04/gallon Y to 2 (TT): .06/gallon Y to 3 (TT): .02/gallon

PL = Pipeline; TT = Tank Truck

Offer A

6,000,000 USG

@$2.95

Offer C

1,000,000 USG

@$2.98

Offer B

6,000,000 USG

@$3.00

DFSP X

DFSP Y

Base 3

1,000,000 USG

Base 2

3,000,000 USG

Base 1

3,000,000 USG

.28

.02

.05

.01

.02 .05.02

.04

.02

.04

.20

.23

.06

Req 1 – Offer A (total cost $3.23/gal) Req 2 – Offer A (total cost $3.15/gal) Req 3 – Offer C (total cost $3.04/gal) Total cost: $22,180,000

Req 1 – Offer B (total cost $3.06/gal) Req 2 – Offer C (total cost $3.01/gal) Req 2 – Offer B (total cost $3.04/gal) Req 3 – Offer B(total cost $3.04/gal) Total cost: $21,310,000 $870K Savings Distribution Plan Generated

Evaluated on Offered Price Only: Evaluated on Laid-Down Cost:

BEM Rounds

INITIAL OFFERS /

OET ROUND 1

INTERIM OFFERS /

OET ROUND 2

IPR BEM RUN - MCBEW

FINAL OFFERS /

OET ROUND 3

FPR BEM RUN – MCBEW & LCR

(if Price Reduction Round)PRICE REDUCTION ROUND

(Optional)

BEM MCBEW

Laid Down Cost Report (LCR)

SEQUENCE OF BEM RUNS

Small Business Set-Aside Run

HUBZone Run

8(A) Run

Base Run

Optimization Run

Final Forced Run

Post Award

Once the solicitation is awarded, award data will be published at https://www.beta.sam.gov/

For questions specific to an offer, please contact the Contracting Officer listed on the solicitation https://www.beta.sam.gov/

Contact Information

For questions concerning the functionality of BEM/OET, please contact:

Matthew Shuster Matthew.Shuster@dla.mil

(571) 767-9250

Darren Dunham Darren.M.Dunham@dla.mil

(571) 767-0338 mailto:Darren.M.Dunham@dla.mil

QUESTIONS?

DEFENSE LOGISTICS AGENCY

AMERICA’S COMBAT LOGISTICS SUPPORT AGENCY

WARFIGHTER FIRST

UNCLASSIFIED/FOR OFFICIAL USE ONLY

BULK

OFFER ENTRY TOOL (OET)

AGENDA

What is the Offer Entry Tool (OET)

Solicitation/OET Sequence

Getting Access

Parts of an OET Offer

Best Business Practices

Getting help with OET

OFFER ENTRY TOOL (OET)

Bulk OET An web-based tool for use in submitting offers Replaces the hard copy offer submission package URL: https://offerwizard.dla.mil/bulkoet/bulkoet.html

Bulk vs Direct Delivery OET Different systems

Is OET required?

Solicitation will state if OET is mandatory

IEG, RMW, AEM and WP use OET OET offers must comply with solicitation closing date/time https://offerwizard.dla.mil/bulkoet/bulkoet.html

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Solicitation/OET Sequence

Solicitation posted to https://www.beta.sam.gov/)

OET is opened Vendors receive automated email notification

Vendor inputs offer in OET, and submits

OET round closes

Offers are imported into the Bid Evaluation Model (BEM)

Review/evaluation https://www.fbo.gov/

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OET Rounds Example

INITIAL OFFERS /

OET ROUND 1

OPEN NEGOTIATIONS

INTERIM OFFERS /

OET ROUND 2

CLOSE NEGOTIATIONS

FINAL OFFERS /

OET ROUND 3

PRICE REDUCTION ROUND

(Optional)

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OET OFFER SEQUENCE

Initial

Required for all OET solicitations Initial offer must be submitted prior to the closing date/time to be eligible for later rounds

Interim Used at the Contracting Officer’s discretion There may be more than one interim round Participation is optional

- If no offer is submitted during an interim round, previously offered data is retained

Final Proposal Revision Last standard round Data fields may be locked (product, mode, shipping point)

Price Reduction Round (Optional) Use at the Contracting Officer’s discretion Only price can be changed

Obtaining OET Access

1. Obtain a CAGE CODE for your company

Register at https://www.beta.sam.gov/ Obtain a CAGE code OET account is linked to your CAGE code(s) Multiple users per CAGE code allowed

2. Create an account in the Account Management And Provisioning System (AMPS) to apply for OET access https://amps.dla.mil/oim https://www.beta.sam.gov/ https://amps.dla.mil/oim

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3. Log into your AMPS account to request the OET role Click ‘Energy Applications’ on the Browse Roles by Application Tab Select ‘Energy OET’ Select ‘Energy OET Prod – Bulk Vendor Role OET -105’ Complete all information and submit request

4. OET Username and password will sent to you via email User ID and Password for AMPS are NOT the same as for OET

Obtaining OET Access

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OET Access

Access Allow 1-2 weeks for OET access Log in every 30 days per DoD policy Account tied to your CAGE code Do not share your username or password Only the Account holder can submit for reset of account/password Link for DoD Root Certificates available on the OET homepage Passwords expire every 60 days (users will be prompted to change)

Account Settings Select the purchase programs you’re interested in Use personal email, no group accounts If you are not receiving emails, check your Junk mail and internal firewall setting

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Do not share your OET username or password with anyone!

OET accounts are individual accounts, not group accounts!

If you do not log in for 30 days your account will be de-activated!

OET Access

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Initial Log In to OET

OET URL

https://offerwizard.dla.mil/epst_oet/oet.htm

Change Password Minimum 15 characters At least 1 Upper case, 1 lower case, 1 number, 1 special character

Update ‘My Account’ information Company Name for SF1449 E-mail address for notifications Company size status Select your purchase program under Buy Selection https://offerwizard.dla.mil/epst_oet/oet.htm

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Parts of An OET Offer

Three Primary Sections to OET Offer data

1. My Account

- Update contact information

- Change password

2. Offer Details

- Shipping points, products, quantity and price

- Offer conditions

- This is the data that is sent to the BEM

3. Offer Submission Package -‘Fill in’ clauses

- Exceptions

- Replaces the paper OSP

UNCLASSIFIED/FOR OFFICIAL USE ONLY 13

OET Main Menu

NEW!!

UNCLASSIFIED/FOR OFFICIAL USE ONLY 14

Offer Details

UNCLASSIFIED/FOR OFFICIAL USE ONLY 15

Offer Submission Package

UNCLASSIFIED/FOR OFFICIAL USE ONLY 16

Offer Submission Data

UNCLASSIFIED/FOR OFFICIAL USE ONLY 17

Offer Submission Data

UNCLASSIFIED/FOR OFFICIAL USE ONLY 18

Refinery Shutdown Info

If you have no refinery shutdown information, leave this chart BLANK

UNCLASSIFIED/FOR OFFICIAL USE ONLY 19

User Account Information

UNCLASSIFIED/FOR OFFICIAL USE ONLY 20

Origin and Destination Offer

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Conditional Statements

You can use conditional statements in your offer

Make sure your conditions don’t conflict

You can offer overall max/min quantities, or by Product Mode Shipping Point

You cannot tie two shipping points, or products together Read Section M of the solicitation

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Best Business Practices

Submitting Offers Real time and auto-saved Review Offer Submission Package Review Bid Package Report Select “Submit Offer Package” to submit offer

You will get an error message if critical info is missing Enter password again and submit Watch for a confirmation email Enter OET after submission... VIEW/EDIT

VIEW allows you to view the offer, not make changes EDIT will un-submit your offer! You will be able to make changes, but you must submit your offer Do not submit a “place-holder” offer/submit best offers in the initial round Do not wait until the last minute to submit Keep your OET account current (log in once every 30 days) Read the solicitation and familiarize yourself with the clauses and schedule

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Getting Help with OET

OET User Manual Available on the OET main page https://offerwizard.dla.mil/bulkoet/bulkoet.html

For questions specific to the offer, please contact the Contracting Officer listed on the solicitation

For questions concerning the functionality of OET, please contact:

Matthew Shuster, Matthew.Shuster@dla.mil, (571) 767-9250 Darren Dunham, Darren.M.Dunham@dla.mil, (571) 767-0338 https://offerwizard.dla.mil/bulkoet/bulkoet.html mailto:Matthew.Shuster@dla.mil mailto:Darren.M.Dunham@dla.mil

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QUESTIONS???