Mission Accomplished - GSA Schedules October 25, 2013

Mission Accomplished - GSA Schedules October 25, 2013

Todays Agenda

Mission Accomplished - GSA Schedules October 25, 2013

Todays Agenda GSA Schedules

What Is It?

Do I Qualify?
Dont Forget Basic First Steps The Proposal ADMIN, TECH, PRICE Other Tips & Suggestions Process & Time Frames Questions?

Mission Accomplished - GSA Schedules October 25, 2013

What Is the GSA Schedule?

Mission Accomplished - GSA Schedules October 25, 2013

What Is the GSA Schedule?

Marketing Tool ONLY NOT Required
Comes with Sales Quota - $25k / year Comes with IFF Fee - .75% of GSA Sales Comes with frequent GSA Audits Only 7-10% of Fed Purchases

Mission Accomplished - GSA Schedules October 25, 2013

What Is the GSA Schedule?

5 year Contract w 3 five year renewal periods;
Simplifies the process for CO; Gives a competitive advantage status symbol; Eliminates other non-GSA firms from bidding; Has some set-aside SINs for small business.

Mission Accomplished - GSA Schedules October 25, 2013

Do I Qualify?

Mission Accomplished - GSA Schedules October 25, 2013

Do I Qualify?
24 Months / 2 FULL Years of Balance & Sheet Income Statements;
4 Customer References for Open Ratings Report; Invoices to Justify All Items/Services; Contracts / SOW to Justify Services Must be w/in last 2 years;

Mission Accomplished - GSA Schedules October 25, 2013

Do I Qualify?
Offer GSA Fair & Reasonable Pricing (Better than or Equal to MFC)
Products must be from TAA Compliant Countries;

Products must have a LoS from MFG.

Mission Accomplished - GSA Schedules October 25, 2013

First & Foremost !

Mission Accomplished - GSA Schedules October 25, 2013

First & Foremost !

Ensure you have selected the correct Schedule; Ensure you have selected the correct SIN #; Note the Refresh # !; Read the Solicitation. Again! Full List of Schedules:
http://www.gsa.gov/portal/content/207509

Mission Accomplished - GSA Schedules October 25, 2013

Basic First Steps

Mission Accomplished - GSA Schedules October 25, 2013

Basic First Steps Part I

1. Obtain D&B DUNS# www.DNB.com 2. Register in www.SAM.gov 3. Obtain Digital Certificate http://aces.orc.com/

Mission Accomplished - GSA Schedules October 25, 2013

Basic First Steps Part 2

1. Complete GSAs Pathway To Success
https://gsafas.secure.force.com/MASTrainingHome

2. Complete GSAs Readiness Assessment

https://vsc.gsa.gov/RA/ReadinessAssessment.pdf

Mission Accomplished - GSA Schedules October 25, 2013

Basic First Steps Part 3

1. Obtain Open Ratings Past Performance Evaluation https://www.supplierriskmanager.com/ppe-order/login.seam 2. Prepare Last 2 FULL Years Financial Statements

Mission Accomplished - GSA Schedules October 25, 2013

The Proposal

Mission Accomplished - GSA Schedules October 25, 2013

The Proposal
Administrative -

Technical Pricing -

Mission Accomplished - GSA Schedules October 25, 2013

The Proposal - Administrative

Mission Accomplished - GSA Schedules October 25, 2013

The Proposal - Administrative

Pathway To Success SAM Other Schedules, Pending Offers, Rejections

Financials
Sub- Plan when appropriate

Mission Accomplished - GSA Schedules October 25, 2013

The Proposal - Technical

Mission Accomplished - GSA Schedules October 25, 2013

The Proposal - Technical

Corporate Narrative 2 page Max Quality Control 2 page Max Project Experience 4 page Max Insert your Open Ratings PPE Report

Mission Accomplished - GSA Schedules October 25, 2013

The Proposal - Technical

Corporate Narrative 2 page Max * * * * * Corp Experience Size, Background Accounting Controls Marketing to Gov Use of Sub-Contractors, if any

Mission Accomplished - GSA Schedules October 25, 2013

The Proposal - Technical

Project Experiences 4 page Max *SERVICES ONLY Must include SOW / Copy of Contract Must be w/in last 2 years (to the month) or base year completed Detailed info relevant to the SIN

Mission Accomplished - GSA Schedules October 25, 2013

The Proposal - Technical

Quality Control Narrative 2 page Max * * * * * * QC process Individuals Involved Use of Sub-contractors, if any Problem resolution Urgent matters Multiple projects

Mission Accomplished - GSA Schedules October 25, 2013

The Proposal - Pricing

Mission Accomplished - GSA Schedules October 25, 2013

The Proposal - Pricing

Rates are fully burdened; Ea Item proposed MUST have invoice justification; Commercial Price List w Effective Date Labor Category Descriptions (services only)

Mission Accomplished - GSA Schedules October 25, 2013

The Proposal - Pricing

Professional Comp Plan; Overtime Comp Plan;
(services only) (services only)

SCA, if non-professional (DoL); (services only)

Marketing Plan & Fair/Reasonable Statement.

Mission Accomplished - GSA Schedules October 25, 2013

The Proposal - Pricing

Letter Of Supply re/ TAA; (products only). CPL or Market Rates & applicable EPA;

CSP Commercial Sales Practices Form;

Price Proposal Spreadsheet

Mission Accomplished - GSA Schedules October 25, 2013

The Proposal - Pricing

CSP Commercial Sales Practices Form Discloses who your MFC (Most Favored Customer) is. Discloses price discounts.

Mission Accomplished - GSA Schedules October 25, 2013

The Proposal - Pricing

Price Proposal Spreadsheet Discloses your CPL rates Discloses your MFC rates Proposes your GSA rates w/o IFF Proposes your GSA rates w IFF

Mission Accomplished - GSA Schedules October 25, 2013

The Proposal - Other

Mission Accomplished - GSA Schedules October 25, 2013

The Proposal - Other

Summary Of Offer required on site with solicitation Agent Authorization Form if using consultant (goes in ADMIN Section) Sub-K Plan if large business (goes in ADMIN Section)

Mission Accomplished - GSA Schedules October 25, 2013

Final Tips & Suggestions

Mission Accomplished - GSA Schedules October 25, 2013

Final Tips & Suggestions

Ensure you are on the current Refresh #; Ensure your documents all reference the correct Sched; Ensure you have invoices for EACH item; Review everything before uploading.

Mission Accomplished - GSA Schedules October 25, 2013

Final Tips & Suggestions

Ensure Open Ratings is current; Ensure Pathway to Success is current; Ensure Project Experiences are current w/in 2 yrs;

Mission Accomplished - GSA Schedules October 25, 2013

The Process & Timing

;

Mission Accomplished - GSA Schedules October 25, 2013

The Process & Timing

+1 3 Months for Compliant Proposal Preparation

SUBMIT TO GSA / E-Receipt http://gsa.eoffer.gsa.gov +1 6 Months Welcome Letter

+1 6 Months Rejection / Clarification / Price Negotiations

+1 2 Months Clarifications +1 Week 1 Month Price Negotiations, FPR & Award

Mission Accomplished - GSA Schedules October 25, 2013

Jennifer Schaus * http://JenniferSchaus.com * 2 0 2 3 6 5 0 5 9 8