Hello, all. Thank you in advance for taking the time to read and/or respond. Before I ask my question(s), I want to give you all context.
Background: My (federal) agency is spinning up its Government Purchase Card (GPC) Expanded Use Procedures (EUP) program. I volunteered, but as I was only a buyer, I went through the process to obtain my SAT warrant so that I would be one of the warranted cardholders. For my agency specifically, the guidelines state that we are authorized to buy supplies and services against (1) all Federal Government and DoD IDIQs and BPAs, and (2) as a method of payment for Purchase/Delivery Orders and "C" type contracts. (There's another, but it's not as relevant to this discussion.) If the requirement is on a pre-priced contract or agreement, if we are eligible to buy, and the buy is estimated to be $25K-SAT, then it eligible for GPC EUP. Almost everything will be commercial. Most of my requirements will fall under IT procurement (software and hardware) and will utilize the mandated ELAs, JELAs, and BPAs against MASs. (Think Air Force ELA, DoD JELA, DoD ESI, and GSA 2GIT.) Occasionally, we'll have a requirement that will be procured from NASA SEWP, which is a GWAC IDIQ. In summary, we'll be following the procedures under both FAR Subpart 8.4 and under FAR 16.505 depending upon the requirement.
Because the GPC EUP are new to us, an internal guidebook was created to give us a gated process. The guidebook is organized pre-transaction (everything up to issuance of the delivery/task order) and post-transaction (documenting the contract file and GPC oversight/administration). According to this guidebook the program office (PO) performs the majority of the tasks pre-transaction, including issuing the "RFQ or solicitation." (In this context, I consider them both solicitations.) The PO creates a draft package and seeks permission from the warranted cardholder to issue the solicitation based on the draft documentation. Once responses are received, the finalized documentation (including a worksheet that performs the function of both a market research report and the abstract of quotations/offers) are sent to contracting. The warranted cardholder would then finalize the documentation (where necessary and if not accomplished during draft phase) and approve the worksheet. Of note, the built-in evaluation method for the worksheet is lowest priced technically acceptable (LPTA) with the three lowest-priced responses on the worksheet. This is how the process is supposed to work, but I have found that implementation eviscerated the appearance of simplicity. I have also learned the same PO is attempting this process with non-GPC EUP buys in another office.
Here's my question: is my PO crossing a line? I am, of course, massively uncomfortable allowing someone who is not my buyer to post a solicitation in my stead. This individual (who told me how uncomfortable she is with her role) has never received 1102 acquisition training and never will. Buyers at least are obligated to obtain certification. The usual safeguards that allow contracting officers oversight are not present (i.e. review and approvals in contract writing software, access to contract files and documentation, etc.). I am sure anyone who has worked in contracting (or program management) can attest to the animosity often present in the relationship between contracting and its PO. I am certain this has to do with differing priorities and responsibilities. I suppose I have more to unpack in this situation. Here are more considerations/questions that have materialized after thinking and researching:
1) Does the FAR or its supplements allow delegation to issue solicitations? Non-warranted 1102s may do so with authorization from the contracting officer, but within my problem scenario the individual posting the RFQs and/or notices does not have "Contract Specialist" in his or her job title. Would delegating pre-award functions associated with solicitations violate any of the responsibilities as specified in FAR 1.602-2? The only delegation I have seen by contracting officers regards COR duties. My take is that the writers of the FAR assumed this would never happen, and it is not addressed. In my situation with my PO, do you think there is a fundamental misunderstanding of the regulation regarding what is allowed per the FAR based on what is specified/not specified? (i.e. FAR says I can/cannot do A. B is not A and is not addressed in FAR; therefore, B is allowed.)
2) Is there a legitimate ethical question regarding checks and balances? (to borrow from an accounting principle) Is authorization to issue a solicitation considered sufficient, or does this process still seem unbalanced? Do you think you could affirmatively say my PO is crossing into my swim lane and attempting to perform CO/buyer tasks?
3) Are there any contradictions in the process that are obvious or may not seem obvious? I believe I have found one glaring contradiction. The flow chart for this GPC EUP guidebook shows the issuance of the solicitation to be in the market research phase. An RFQ issued during market research for planning purposes is not the same as an RFQ issued to obtain quotes from whence they are evaluated to determine the apparent awardee.(At least that is my interpretation.) Likewise, the Small Business Coordination Form should normally be completed following the conclusion of market research, yet this process tells me to seek coordination and approval in the midst of market research and while the buy is still in the "possession" of the PO. The guidebook procedures appear to place the implementation of the acquisition plan within the market research phase.
4) My PO believes they are in the right because they are finding the contracts and/or contractors on existing schedules, agreements and contracts. They are presenting to me the best option for their requirement. What are your thoughts on where contracting functions begin and when PO functions end? Do you think procuring under FAR Subpart 8.4 or under FAR 16.505 makes any difference?
5) When is an RFQ not a market research tool? Can you also address the PO's belief that RFQs are "non-binding"? What are the risks associated with believing that RFQs are non-binding? Do you agree with me in that my PO is conflating a fair opportunity notice with an RFQ?
6) Is there anything you think is pertinent that I have not addressed?
I would like to close my question saying that I am not against innovation. That is why I volunteered. However, this whole situation feels....odd. Perhaps my policy group feels the same way; it has been almost two weeks since I submitted by questions to them, and if it were a simple response, it would be have been answered. On second thought maybe this forum was not the appropriate place to post this question, so if I need to fix that, please let me know. Thank you, all.