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Jennifer Schaus presents to the NCRC Mission Accomplished Conference, October 2013 on The GSA Schedule. The presentation reviews the components of the GSA Schedule, requirements and also putting together the proposal package. For more info, please contact Jennifer Schaus at http://JenniferSchaus.com
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Mission Accomplished - GSA Schedules – October 25, 2013
Mission Accomplished - GSA Schedules – October 25, 2013
Today’s Agenda …
Mission Accomplished - GSA Schedules – October 25, 2013
Today’s Agenda … GSA SchedulesWhat Is It?
Do I Qualify?
Don’t 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 … !
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
First & Foremost … !
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 GSA’s Pathway To Successhttps://gsafas.secure.force.com/MASTrainingHome
2. Complete GSA’s 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 Evaluationhttps://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 ProposalAdministrative -
Technical -
Pricing -
Mission Accomplished - GSA Schedules – October 25, 2013
The Proposal - Administrative
Mission Accomplished - GSA Schedules – October 25, 2013
The Proposal - AdministrativePathway 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 - PricingRates 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 - PricingProfessional Comp Plan; (services only)
Overtime Comp Plan; (services only)
SCA, if non-professional (DoL); (services only)
Marketing Plan & Fair/Reasonable Statement.
Mission Accomplished - GSA Schedules – October 25, 2013
The Proposal - PricingLetter 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 - PricingCSP – Commercial Sales Practices Form
Discloses who your MFC (Most Favored Customer) is.Discloses price discounts.
Mission Accomplished - GSA Schedules – October 25, 2013
The Proposal - PricingPrice Proposal Spreadsheet
Discloses your CPL ratesDiscloses your MFC rates
Proposes your GSA rates w/o IFFProposes 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