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A to Z
GSA Schedules
11 December 2014
AGENDA:
Introductions
Geoff Orzam, Eastern Foundry
Jennifer Schaus, Schaus & Assoc.
Presentation
Q & A
A to Z - GSA Schedules
11 December 2014
Geoff Orzam, Eastern Foundry
•Founder/CEO, Eastern Foundry
GovCon Incubator
•McKinsey & Co.
•US Marine Corp
A to Z - GSA Schedules
11 December 2014
Jennifer Schaus, Schaus &
Associates
•Washington DC based
•20 Yrs Govt Contracting
•GSA Schedule Services
•Product/Service Clients
•Large & Small Businesses
A to Z - GSA Schedules
11 December 2014
GSA Schedule
OVERVIEW
A to Z - GSA Schedules
11 December 2014
GSA Schedule OVERVIEW
•Contract Vehicle / Marketing Tool
•MAS / FSS
•5 Yrs w 3 Option Periods = 20 Yrs
•Focus = Lowest PRICE
•Terms & Conditions
•$25k Sales Quota
•.75% IFF Quarterly Fee
A to Z - GSA Schedules
11 December 2014
GSA Schedule OVERVIEW
•Approx 39 GSA Scheds
•Segmented by Product/Service
•Open RFP process
•Past Performance Required
•Pricing Disclosures / Invoices
A to Z - GSA Schedules
11 December 2014
GSA Schedule OVERVIEW
•Facilitates the purchasing process
•Can be used by State / Local /
Quasi Govt
•Status Symbol – shows you are
serious about selling to the Govt.
A to Z - GSA Schedules
11 December 2014
GSA Schedule – I. PROPOSAL
A to Z - GSA Schedules
11 December 2014
GSA Schedule PROPOSAL
• Read the Solicitation (time
sensitive)
• Ensure you meet requirements
• Pre-Award
• Post-Award
• Prepare a compliant proposal
1. Administrative
2. Technical
3. Pricing
A to Z - GSA Schedules
11 December 2014
GSA Schedule – II. ADMINISTRATIVE
A to Z - GSA Schedules
11 December 2014
GSA Schedule ADMINISTRATIVE
• Pathway To Success – time
sensitive
• SAM Registration
• Other Schedules
• Financials
• Sub-K Plan (Large Biz Only)
• Readiness Assessment
A to Z - GSA Schedules
11 December 2014
GSA Schedule - III. TECHNICAL
A to Z - GSA Schedules
11 December 2014
GSA Schedule TECHNICAL
• Corp Narrative
• Quality Control
• Project Experiences
(2 Per SIN) – time sensitive
• Open Ratings Report – time
sensitive
A to Z - GSA Schedules
11 December 2014
A to Z - GSA Schedules
11 December 2014
GSA Schedule – IV. PRICING
GSA Schedule PRICING
• Price List – fully burdened
• CSP1
• Labor Category Description
• Invoice Justification – every item
• HR Plan – Comp & OT
• SCA – if applic.
• Price Proposal
A to Z - GSA Schedules
11 December 2014
GSA Schedule PRICING
• Products:
• TAA Compliance
• Letter of Supply
• Ability One
A to Z - GSA Schedules
11 December 2014
GSA Schedule PRICING
OF IMPORTANCE !!!
$10.00 widgets
$9.00 to MFC (Coca Cola)
$8.00 to GSA
GSA AWARD
$8.00 GSA NTE/Price Ceiling
$7.50 to MFC (Coca Cola or a new MFC)
YOU MUST NOTIFY GSA & REDUCE YOUR
GSA RATE BY THE SAME PERCENTAGE
A to Z - GSA Schedules
11 December 2014
GSA Schedule – V. NEXT STEPS
A to Z - GSA Schedules
11 December 2014
GSA Schedule NEXT STEPS
• Obtain Digital Certificate
• Make Proposal Submission via E-
Offer
• Ensure documents are ALL
current
A to Z - GSA Schedules
11 December 2014
GSA Schedule NEXT STEPS
Clarifications / Reject / Accept
• Satisfy questions and
clarifications via email
documentation
A to Z - GSA Schedules
11 December 2014
GSA Schedule NEXT STEPS
Price Negotiations
• Can be call or email
• GSA seeking deeper discounts,
prompt payment, volume/quantity
discounts
• BOA Customer Identified by GSA
Basis of Award
A to Z - GSA Schedules
11 December 2014
GSA Schedule NEXT STEPS
FPR
Final Proposal Revision
Outlines what occurred during Price
Negotiations including BOA
Document to be placed on co
letterhead, sign & date
A to Z - GSA Schedules
11 December 2014
GSA Schedule NEXT STEPS
Award Letter
GSA Schedule #
Award Dates
SF 30
A to Z - GSA Schedules
11 December 2014
GSA Schedule – VI. POST AWARD
A to Z - GSA Schedules
11 December 2014
GSA Schedule POST AWARD
1. GSA E-Buy Registration
RFP Notification
2. GSA Advantage
On-line Catalog of Approved Vendors
Items
3. GSA E-Library
On-line listing of Approved Vendors
Terms & Conditions
A to Z - GSA Schedules
11 December 2014
GSA Schedule POST AWARD
4. GSA 72A
Site for Paying IFF (.75%)
5. GSA CAV’s 2x
Customer Assisted Visits
6. Pricing Updates/Mods
If pricing is based on Comml Price
List
A to Z - GSA Schedules
11 December 2014
GSA Schedule POST AWARD
7. Renewals
8. Disclose any pricing changes in
accordance with the PRC and your
BOA Customer
9. Meet $25k Sales Quota!!!
A to Z - GSA Schedules
11 December 2014
GSA Schedule – VII. CONCLUSIONS
A to Z - GSA Schedules
11 December 2014
GSA Schedule CONCLUSIONS
• Not for everyone
• Do you meet requirements?
• Asset or Liability?
• Is there ROI for your business?
• Lower Margins
A to Z - GSA Schedules
11 December 2014
GSA Schedule CONCLUSIONS
• Back Office/Compliance
investment
• Monitor PRC – Price Reduction
Claus
• Proposals still need to be written
• Sales Rep to drive business
A to Z - GSA Schedules
11 December 2014
THANK YOU!
Jennifer Schaus
202-365-0598
jschaus@jenniferschaus.com
www.JenniferSchaus.com
A to Z - GSA Schedules
11 December 2014

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FED GOV CON - Govt Contracting GSA SCHEDULES - Eastern Foundry

  • 1. A to Z GSA Schedules 11 December 2014
  • 2. AGENDA: Introductions Geoff Orzam, Eastern Foundry Jennifer Schaus, Schaus & Assoc. Presentation Q & A A to Z - GSA Schedules 11 December 2014
  • 3. Geoff Orzam, Eastern Foundry •Founder/CEO, Eastern Foundry GovCon Incubator •McKinsey & Co. •US Marine Corp A to Z - GSA Schedules 11 December 2014
  • 4. Jennifer Schaus, Schaus & Associates •Washington DC based •20 Yrs Govt Contracting •GSA Schedule Services •Product/Service Clients •Large & Small Businesses A to Z - GSA Schedules 11 December 2014
  • 5. GSA Schedule OVERVIEW A to Z - GSA Schedules 11 December 2014
  • 6. GSA Schedule OVERVIEW •Contract Vehicle / Marketing Tool •MAS / FSS •5 Yrs w 3 Option Periods = 20 Yrs •Focus = Lowest PRICE •Terms & Conditions •$25k Sales Quota •.75% IFF Quarterly Fee A to Z - GSA Schedules 11 December 2014
  • 7. GSA Schedule OVERVIEW •Approx 39 GSA Scheds •Segmented by Product/Service •Open RFP process •Past Performance Required •Pricing Disclosures / Invoices A to Z - GSA Schedules 11 December 2014
  • 8. GSA Schedule OVERVIEW •Facilitates the purchasing process •Can be used by State / Local / Quasi Govt •Status Symbol – shows you are serious about selling to the Govt. A to Z - GSA Schedules 11 December 2014
  • 9. GSA Schedule – I. PROPOSAL A to Z - GSA Schedules 11 December 2014
  • 10. GSA Schedule PROPOSAL • Read the Solicitation (time sensitive) • Ensure you meet requirements • Pre-Award • Post-Award • Prepare a compliant proposal 1. Administrative 2. Technical 3. Pricing A to Z - GSA Schedules 11 December 2014
  • 11. GSA Schedule – II. ADMINISTRATIVE A to Z - GSA Schedules 11 December 2014
  • 12. GSA Schedule ADMINISTRATIVE • Pathway To Success – time sensitive • SAM Registration • Other Schedules • Financials • Sub-K Plan (Large Biz Only) • Readiness Assessment A to Z - GSA Schedules 11 December 2014
  • 13. GSA Schedule - III. TECHNICAL A to Z - GSA Schedules 11 December 2014
  • 14. GSA Schedule TECHNICAL • Corp Narrative • Quality Control • Project Experiences (2 Per SIN) – time sensitive • Open Ratings Report – time sensitive A to Z - GSA Schedules 11 December 2014
  • 15. A to Z - GSA Schedules 11 December 2014 GSA Schedule – IV. PRICING
  • 16. GSA Schedule PRICING • Price List – fully burdened • CSP1 • Labor Category Description • Invoice Justification – every item • HR Plan – Comp & OT • SCA – if applic. • Price Proposal A to Z - GSA Schedules 11 December 2014
  • 17. GSA Schedule PRICING • Products: • TAA Compliance • Letter of Supply • Ability One A to Z - GSA Schedules 11 December 2014
  • 18. GSA Schedule PRICING OF IMPORTANCE !!! $10.00 widgets $9.00 to MFC (Coca Cola) $8.00 to GSA GSA AWARD $8.00 GSA NTE/Price Ceiling $7.50 to MFC (Coca Cola or a new MFC) YOU MUST NOTIFY GSA & REDUCE YOUR GSA RATE BY THE SAME PERCENTAGE A to Z - GSA Schedules 11 December 2014
  • 19. GSA Schedule – V. NEXT STEPS A to Z - GSA Schedules 11 December 2014
  • 20. GSA Schedule NEXT STEPS • Obtain Digital Certificate • Make Proposal Submission via E- Offer • Ensure documents are ALL current A to Z - GSA Schedules 11 December 2014
  • 21. GSA Schedule NEXT STEPS Clarifications / Reject / Accept • Satisfy questions and clarifications via email documentation A to Z - GSA Schedules 11 December 2014
  • 22. GSA Schedule NEXT STEPS Price Negotiations • Can be call or email • GSA seeking deeper discounts, prompt payment, volume/quantity discounts • BOA Customer Identified by GSA Basis of Award A to Z - GSA Schedules 11 December 2014
  • 23. GSA Schedule NEXT STEPS FPR Final Proposal Revision Outlines what occurred during Price Negotiations including BOA Document to be placed on co letterhead, sign & date A to Z - GSA Schedules 11 December 2014
  • 24. GSA Schedule NEXT STEPS Award Letter GSA Schedule # Award Dates SF 30 A to Z - GSA Schedules 11 December 2014
  • 25. GSA Schedule – VI. POST AWARD A to Z - GSA Schedules 11 December 2014
  • 26. GSA Schedule POST AWARD 1. GSA E-Buy Registration RFP Notification 2. GSA Advantage On-line Catalog of Approved Vendors Items 3. GSA E-Library On-line listing of Approved Vendors Terms & Conditions A to Z - GSA Schedules 11 December 2014
  • 27. GSA Schedule POST AWARD 4. GSA 72A Site for Paying IFF (.75%) 5. GSA CAV’s 2x Customer Assisted Visits 6. Pricing Updates/Mods If pricing is based on Comml Price List A to Z - GSA Schedules 11 December 2014
  • 28. GSA Schedule POST AWARD 7. Renewals 8. Disclose any pricing changes in accordance with the PRC and your BOA Customer 9. Meet $25k Sales Quota!!! A to Z - GSA Schedules 11 December 2014
  • 29. GSA Schedule – VII. CONCLUSIONS A to Z - GSA Schedules 11 December 2014
  • 30. GSA Schedule CONCLUSIONS • Not for everyone • Do you meet requirements? • Asset or Liability? • Is there ROI for your business? • Lower Margins A to Z - GSA Schedules 11 December 2014
  • 31. GSA Schedule CONCLUSIONS • Back Office/Compliance investment • Monitor PRC – Price Reduction Claus • Proposals still need to be written • Sales Rep to drive business A to Z - GSA Schedules 11 December 2014