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GSA Schedules - The Whole Package - MISSION Accomplished with NCRC
GSA Schedules - The Whole Package - MISSION Accomplished with NCRC
GSA Schedules - The Whole Package - MISSION Accomplished with NCRC
GSA Schedules - The Whole Package - MISSION Accomplished with NCRC
GSA Schedules - The Whole Package - MISSION Accomplished with NCRC
GSA Schedules - The Whole Package - MISSION Accomplished with NCRC
GSA Schedules - The Whole Package - MISSION Accomplished with NCRC
GSA Schedules - The Whole Package - MISSION Accomplished with NCRC
GSA Schedules - The Whole Package - MISSION Accomplished with NCRC
GSA Schedules - The Whole Package - MISSION Accomplished with NCRC
GSA Schedules - The Whole Package - MISSION Accomplished with NCRC
GSA Schedules - The Whole Package - MISSION Accomplished with NCRC
GSA Schedules - The Whole Package - MISSION Accomplished with NCRC
GSA Schedules - The Whole Package - MISSION Accomplished with NCRC
GSA Schedules - The Whole Package - MISSION Accomplished with NCRC
GSA Schedules - The Whole Package - MISSION Accomplished with NCRC
GSA Schedules - The Whole Package - MISSION Accomplished with NCRC
GSA Schedules - The Whole Package - MISSION Accomplished with NCRC
GSA Schedules - The Whole Package - MISSION Accomplished with NCRC
GSA Schedules - The Whole Package - MISSION Accomplished with NCRC
GSA Schedules - The Whole Package - MISSION Accomplished with NCRC
GSA Schedules - The Whole Package - MISSION Accomplished with NCRC
GSA Schedules - The Whole Package - MISSION Accomplished with NCRC
GSA Schedules - The Whole Package - MISSION Accomplished with NCRC
GSA Schedules - The Whole Package - MISSION Accomplished with NCRC
GSA Schedules - The Whole Package - MISSION Accomplished with NCRC
GSA Schedules - The Whole Package - MISSION Accomplished with NCRC
GSA Schedules - The Whole Package - MISSION Accomplished with NCRC
GSA Schedules - The Whole Package - MISSION Accomplished with NCRC
GSA Schedules - The Whole Package - MISSION Accomplished with NCRC
GSA Schedules - The Whole Package - MISSION Accomplished with NCRC
GSA Schedules - The Whole Package - MISSION Accomplished with NCRC
GSA Schedules - The Whole Package - MISSION Accomplished with NCRC
GSA Schedules - The Whole Package - MISSION Accomplished with NCRC
GSA Schedules - The Whole Package - MISSION Accomplished with NCRC
GSA Schedules - The Whole Package - MISSION Accomplished with NCRC
GSA Schedules - The Whole Package - MISSION Accomplished with NCRC
GSA Schedules - The Whole Package - MISSION Accomplished with NCRC
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GSA Schedules - The Whole Package - MISSION Accomplished with NCRC

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Jennifer Schaus presents to the NCRC Mission Accomplished Conference, October 2013 on The GSA Schedule. The presentation reviews the components of the GSA Schedule, requirements and also putting …

Jennifer Schaus presents to the NCRC Mission Accomplished Conference, October 2013 on The GSA Schedule. The presentation reviews the components of the GSA Schedule, requirements and also putting together the proposal package. For more info, please contact Jennifer Schaus at http://JenniferSchaus.com

Published in: Business, Spiritual
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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 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
  • 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 in www.SAM.gov 3. Obtain Digital Certificate http://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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