ncrc gsa overview

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Overview of the GSA schedule, who qualifies, and how to complete a proposal - PowerPoint PPT Presentation

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Mission Accomplished - GSA Schedules – October 25, 2013

Today’s Agenda … GSA SchedulesWhat Is It?

Do I Qualify?Don’t ForgetBasic First StepsThe Proposal – ADMIN, TECH, PRICEOtherTips & SuggestionsProcess & Time FramesQuestions?

 

 

Mission Accomplished - GSA Schedules – October 25, 2013

What Is the GSA Schedule?Marketing Tool ONLY – NOT RequiredComes with Sales Quota - $25k / yearComes with IFF Fee - .75% of GSA SalesComes with frequent GSA AuditsOnly 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?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.

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 - TechnicalCorporate 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 - TechnicalCorporate 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 - TechnicalProject 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 - TechnicalQuality 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 - 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 - 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 - OtherSummary 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 & SuggestionsEnsure 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 & SuggestionsEnsure 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;+1 – 3 Months for Compliant Proposal PreparationSUBMIT 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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