gsa schedules - the whole package - mission accomplished with ncrc
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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
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