gsa schedules - the whole package - mission accomplished with ncrc

Mission Accomplished - GSA Schedules – October 25, 2013

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Today’s Agenda …

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=v7gKqCz8_hRm-M&tbnid=-wiZAd04QLr-iM:&ved=0CAUQjRw&url=http%3A%2F%2Fsll.sdsu.edu%2Fstudentorgs%2Fdev-meeting-agendas.html&ei=nKRoUvmWMIe1kQeJ_4FA&bvm=bv.55123115,d.eW0&psig=AFQjCNFmbFscfd87b4DdO2-JN3kZyViGZw&ust=1382675984062155


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?

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=v7gKqCz8_hRm-M&tbnid=-wiZAd04QLr-iM:&ved=0CAUQjRw&url=http%3A%2F%2Fsll.sdsu.edu%2Fstudentorgs%2Fdev-meeting-agendas.html&ei=nKRoUvmWMIe1kQeJ_4FA&bvm=bv.55123115,d.eW0&psig=AFQjCNFmbFscfd87b4DdO2-JN3kZyViGZw&ust=1382675984062155


What Is the GSA Schedule?

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=Q2ASrG2JFCkpbM&tbnid=SW6aPeVdItkV1M:&ved=0CAUQjRw&url=http%3A%2F%2Fwotisit.blogspot.com%2F2009%2F08%2Fwhat-is-it-001.html&ei=FqNoUriJFtCEkQfTyIEg&bvm=bv.55123115,d.eW0&psig=AFQjCNGIbktxiy2otjmCiR1V_WGGnP7UQA&ust=1382675564564521



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




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.



Do I Qualify?

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=2C7us4jTADO_fM&tbnid=cX6_Ey8_U2mzOM:&ved=0CAUQjRw&url=http%3A%2F%2Fwww.smartsolarsandiego.com%2Fdo-i-qualify.html&ei=Fo5oUt2XENDwkQeX04F4&bvm=bv.55123115,d.eW0&psig=AFQjCNE5YT5Tt6eZ4jZJurUmWOQr3bW5qw&ust=1382670211952578


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;



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.



First & Foremost … !

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=jSmNzUHVDl5ObM&tbnid=eDgvwi9Ao6faHM:&ved=0CAUQjRw&url=http%3A%2F%2Fsocialmediaseo.net%2F2010%2F03%2F26%2Ffacebook-fan-page-become-a-fan%2F&ei=epNoUvqgKsHbkQftxIFY&bvm=bv.55123115,d.eW0&psig=AFQjCNFj09mftqMlnzipNVWpazVa0EFJgA&ust=1382671594993228

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 … !

http://www.gsa.gov/portal/content/207509

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=jSmNzUHVDl5ObM&tbnid=eDgvwi9Ao6faHM:&ved=0CAUQjRw&url=http%3A%2F%2Fsocialmediaseo.net%2F2010%2F03%2F26%2Ffacebook-fan-page-become-a-fan%2F&ei=epNoUvqgKsHbkQftxIFY&bvm=bv.55123115,d.eW0&psig=AFQjCNFj09mftqMlnzipNVWpazVa0EFJgA&ust=1382671594993228


Basic First Steps

http://topdogsocialmedia.com/wp-content/uploads/2012/07/steps.jpeg


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/

http://www.dnb.com/

http://www.sam.gov/

http://aces.orc.com/



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

https://gsafas.secure.force.com/MASTrainingHome

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



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

https://www.supplierriskmanager.com/ppe-order/login.seam



The Proposal

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=86uwu9CeYADyjM&tbnid=rv20h5B-1CZfIM:&ved=0CAUQjRw&url=http%3A%2F%2Fwww.featurepics.com%2Fonline%2FMale-Proposing-Female-1690787.aspx&ei=t5JoUrfDD4WtkAfr9YHwAQ&bvm=bv.55123115,d.eW0&psig=AFQjCNE9u1EVDO3jN-AU_ui2264og7RTxQ&ust=1382671404876505


The ProposalAdministrative -

Technical -

Pricing -

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=86uwu9CeYADyjM&tbnid=rv20h5B-1CZfIM:&ved=0CAUQjRw&url=http%3A%2F%2Fwww.featurepics.com%2Fonline%2FMale-Proposing-Female-1690787.aspx&ei=t5JoUrfDD4WtkAfr9YHwAQ&bvm=bv.55123115,d.eW0&psig=AFQjCNE9u1EVDO3jN-AU_ui2264og7RTxQ&ust=1382671404876505

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=ABp8tF0-ok6C3M&tbnid=70L6g-lxlMFpcM:&ved=0CAUQjRw&url=http%3A%2F%2Fwww.geaconsulting.ro%2Fen%2Fmasuram-costurile-administrative-din-domeniile-agricultura-finante-si-transporturi%2F&ei=sZpoUs-hOcbdkQfWtYDoAQ&bvm=bv.55123115,d.eW0&psig=AFQjCNE4Ufk7dtDwuUQqz3zMiUxcoN0PKg&ust=1382673416278766

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=nJRqft-3vtOWjM&tbnid=XgV6hnD94Y-08M:&ved=0CAUQjRw&url=http%3A%2F%2Fwww.keymedia.co.uk%2Fkeymedia5%2Fservices%2Ftech.htm&ei=k5ZoUuHwNcu0kQfKqoDIAQ&bvm=bv.55123115,d.eW0&psig=AFQjCNEWHZqaw1VhUL3E5SGFtL5p6r-1FA&ust=1382672366129797

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=H6AekcCW9hs2vM&tbnid=hCFqyMkoMhgU2M:&ved=0CAUQjRw&url=http%3A%2F%2Fwww.alleywatch.com%2F2013%2F04%2Fhow-to-effectively-price-your-product-or-service%2F&ei=z5ZoUt7oDM76kQfbloHIAQ&bvm=bv.55123115,d.eW0&psig=AFQjCNFl0bXMA70WlPzU6m9yrzNhzdvNhw&ust=1382672446900346


The Proposal - Administrative



The Proposal - AdministrativePathway To Success

SAM

Other Schedules, Pending Offers, Rejections

Financials

Sub- Plan when appropriate



The Proposal - Technical




Corporate Narrative – 2 page Max

Quality Control – 2 page Max

Project Experience – 4 page Max

Insert your Open Ratings PPE Report




Corporate Narrative – 2 page Max

* Corp Experience * Size, Background * Accounting Controls * Marketing to Gov * Use of Sub-Contractors, if any




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




Quality Control Narrative – 2 page Max

* QC process * Individuals Involved * Use of Sub-contractors, if any * Problem resolution * Urgent matters * Multiple projects



The Proposal - Pricing



The Proposal - PricingRates are fully burdened;

Ea Item proposed MUST have invoice justification;

Commercial Price List w “Effective Date”

Labor Category Descriptions – (services only)



The Proposal - PricingProfessional Comp Plan; (services only)

Overtime Comp Plan; (services only)

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

Marketing Plan & Fair/Reasonable Statement.



The Proposal - PricingLetter Of Supply re/ TAA; (products only).

CPL or Market Rates & applicable EPA;

CSP – Commercial Sales Practices Form;

Price Proposal Spreadsheet



The Proposal - PricingCSP – Commercial Sales Practices Form

Discloses who your MFC (Most Favored Customer) is.Discloses price discounts.



The Proposal - PricingPrice Proposal Spreadsheet

Discloses your CPL ratesDiscloses your MFC rates

Proposes your GSA rates w/o IFFProposes your GSA rates w IFF


The Proposal - Other

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=qgWxw9pAB0zHyM&tbnid=ynhzH1981hUxDM:&ved=0CAUQjRw&url=http%3A%2F%2Fwww.sodahead.com%2Ffun%2Fdo-you-go-to-church-or-other-religious-place%2Fquestion-2699545%2F&ei=OZ1oUoXFDNK_kQfl9IHwAQ&bvm=bv.55123115,d.eW0&psig=AFQjCNFl40PZeYVT1g34fI5lYgdk6qkBPA&ust=1382674071135943


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)

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=qgWxw9pAB0zHyM&tbnid=ynhzH1981hUxDM:&ved=0CAUQjRw&url=http%3A%2F%2Fwww.sodahead.com%2Ffun%2Fdo-you-go-to-church-or-other-religious-place%2Fquestion-2699545%2F&ei=OZ1oUoXFDNK_kQfl9IHwAQ&bvm=bv.55123115,d.eW0&psig=AFQjCNFl40PZeYVT1g34fI5lYgdk6qkBPA&ust=1382674071135943


Final Tips & Suggestions

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=WbkvYvmvkYYf8M&tbnid=UOYG2U227Tv3sM:&ved=0CAUQjRw&url=http%3A%2F%2Foregonstate.edu%2Fcareer%2Fquick-tips-family-friends&ei=naBoUtj6G43xkQeOm4DgAQ&bvm=bv.55123115,d.eW0&psig=AFQjCNFcgAEhCOOb8U5xrEJLPivuGOBYLg&ust=1382674965588397



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.




Ensure Open Ratings is current;

Ensure Pathway to Success is current;

Ensure Project Experiences are current w/in 2 yrs;



The Process & Timing

;

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=XEVfy7Nayx16yM&tbnid=VlI2Ag1-CNhk9M:&ved=0CAUQjRw&url=http%3A%2F%2Fcreativityinabox.co.uk%2Fingredients%2Fthe-creative-process.html&ei=L6doUrqgO5SlkQehu4GoAg&bvm=bv.55123115,d.eW0&psig=AFQjCNEGXypaPEryhA0SN-NlM0pinrBW1Q&ust=1382676632533379


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

http://gsa.eoffer.gsa.gov/

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=XEVfy7Nayx16yM&tbnid=VlI2Ag1-CNhk9M:&ved=0CAUQjRw&url=http%3A%2F%2Fcreativityinabox.co.uk%2Fingredients%2Fthe-creative-process.html&ei=L6doUrqgO5SlkQehu4GoAg&bvm=bv.55123115,d.eW0&psig=AFQjCNEGXypaPEryhA0SN-NlM0pinrBW1Q&ust=1382676632533379


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

http://jenniferschaus.com/

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=IuehZ1HxLI___M&tbnid=zq6I7Gw-4urJlM:&ved=0CAUQjRw&url=http%3A%2F%2Fchroniclesofmyra.blogspot.com%2F2011%2F06%2Fyesterday-i-shared-my-goal-itis-with.html&ei=h6loUo7JGuv84AON7YCABg&bvm=bv.55123115,d.dmg&psig=AFQjCNEVxGLVKlkHw4ks4DHdEOFEsiAdvQ&ust=1382677239155358

gsa schedules - the whole package - mission accomplished with ncrc

Business

list of schedules

correct schedule

complete gsas pathway

years financial statements

open ratings report

correct sin

performance evaluation

digital certificate