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NCRC GSA Overview

Overview of the GSA schedule, who qualifies, and how to complete a proposal

jschaus
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NCRC GSA Overview

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  1. Mission Accomplished - GSA Schedules – October 25, 2013

  2. Mission Accomplished - GSA Schedules – October 25, 2013 Today’s Agenda …

  3. Mission Accomplished - GSA Schedules – October 25, 2013 Today’s Agenda … GSA Schedules What Is It? Do I Qualify? Don’t Forget Basic First Steps The Proposal – ADMIN, TECH, PRICE Other Tips & Suggestions Process & Time Frames Questions?

  4. Mission Accomplished - GSA Schedules – October 25, 2013 What Is the GSA Schedule?

  5. 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

  6. 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.

  7. Mission Accomplished - GSA Schedules – October 25, 2013 Do I Qualify?

  8. 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;

  9. 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.

  10. Mission Accomplished - GSA Schedules – October 25, 2013 First & Foremost … !

  11. Mission Accomplished - GSA Schedules – October 25, 2013 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 First & Foremost … !

  12. Mission Accomplished - GSA Schedules – October 25, 2013 Basic First Steps

  13. Mission Accomplished - GSA Schedules – October 25, 2013 Basic First Steps – Part I 1. Obtain D&B DUNS#www.DNB.com 2. Register inwww.SAM.gov 3. Obtain Digital Certificatehttp://aces.orc.com/

  14. Mission Accomplished - GSA Schedules – October 25, 2013 Basic First Steps – Part 2 1. Complete GSA’s Pathway To Success https://gsafas.secure.force.com/MASTrainingHome 2. Complete GSA’s Readiness Assessment https://vsc.gsa.gov/RA/ReadinessAssessment.pdf

  15. 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

  16. Mission Accomplished - GSA Schedules – October 25, 2013 The Proposal

  17. Mission Accomplished - GSA Schedules – October 25, 2013 The Proposal Administrative - Technical - Pricing -

  18. Mission Accomplished - GSA Schedules – October 25, 2013 The Proposal - Administrative

  19. Mission Accomplished - GSA Schedules – October 25, 2013 The Proposal - Administrative Pathway To Success SAM Other Schedules, Pending Offers, Rejections Financials Sub- Plan when appropriate

  20. Mission Accomplished - GSA Schedules – October 25, 2013 The Proposal - Technical

  21. 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

  22. 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

  23. 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

  24. 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

  25. Mission Accomplished - GSA Schedules – October 25, 2013 The Proposal - Pricing

  26. 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)

  27. Mission Accomplished - GSA Schedules – October 25, 2013 The Proposal - Pricing Professional Comp Plan; (services only) Overtime Comp Plan; (services only) SCA, if non-professional (DoL); (services only) Marketing Plan & Fair/Reasonable Statement.

  28. 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

  29. 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.

  30. 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

  31. Mission Accomplished - GSA Schedules – October 25, 2013 The Proposal - Other

  32. 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)

  33. Mission Accomplished - GSA Schedules – October 25, 2013 Final Tips & Suggestions

  34. 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.

  35. 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;

  36. Mission Accomplished - GSA Schedules – October 25, 2013 The Process & Timing ;

  37. 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 ;

  38. 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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