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FED GOV CON
Webinar Wednesdays
2019 Series
JSchaus & Assoc.
Washington DC
+ 1 – 2 0 2 – 3 6 5 – 0 5 9 8
About Our Webinars:
- Every Wednesday;
- Complimentary;
- Recorded;
- YouTube & our Website;
- No Questions
About Us:
Professional Services for
Federal Contractors
- GSA Sched;
- SBA 8(a);
- Proposal Writing;
- Pricing;
- Contract Administration;
- Business Development
Advertise In Our
Newsletter:
Reach 16,300+ Subscribers Includes
Government & Government
Contractors
Hello@JenniferSchaus.com
Michael Gallo
Education:
ME, Industrial Engineering
Company Name:
Federal Pricing Group
# of Years Federal Gov Con
Experience:
28
Proposal Cost Volume
Best Practices
2019 – Fed Gov Con Webinar Series - Washington DC
JSchaus & Associates
Technical/Mgt/Past Performance Cost/Price
• One “team” volume
• Key discriminator in best value
• Scored
• Strengths and Weaknesses
• Prime + Sub-Ctr cost volumes
• Compliant (or not)
• Not-scored
• Reasonable, realistic, balanced
• Typically last volume built
Cost/Pricing Volumes Are Different Beasts
2019 – Fed Gov Con Webinar Series - Washington DC
JSchaus & Associates
Best Practice - Start Your Cost Volume Early
Sources Sought
• Incumbent research
• Initial solutioning
• Initial subcontractor
data calls
RFP
• Price exhibits
• Cost volume
• Basis of estimate
• Subcontractors
Contract Award
• De-brief data
• Protest data
• Postmortems
• FOIA requests
Devine Define Refine
2019 – Fed Gov Con Webinar Series - Washington DC
JSchaus & Associates
A Cover Sheet
B CLINs
C Statement of Work
D Packaging & Marking
E Inspection & Acceptance
F Place of Performance
G Invoicing
H Special Contract Clauses
I Contract Clauses
J Attachments
K Reps & Certs
L Proposal Instructions
M Proposal Evaluation
Best Practice - Read and Dissect RFP Thoroughly
2019 – Fed Gov Con Webinar Series - Washington DC
JSchaus & Associates
• Follow Section L sequence
• Major L section -> Major cost
volume section
• Extract all ‘shalls’, ‘shoulds’,
‘must’ statements
• Check other RFP sections
Suggested Compliance Matrix Data
 RFP Section#, Section Title, Page#
 Cost Volume Section#, Section Title, Page #
 Applies to Sub-Ctr Volume?
 Data Element(s) Needed
 Data POC(s)
 Narrative Status
 Data Status
Best Practice - Create a Comprehensive Compliance Matrix
2019 – Fed Gov Con Webinar Series - Washington DC
JSchaus & Associates
Best Practice - Create an Annotated Cost Volume Template
• Use compliance matrix information to organize sections/subsections
• Copy/paste summary of requirements
o Tip: make mini-tables for quick removal later
o Tip: Add instructions/guidance for your sub-contractors too
• Build out all requested summary table shells and/or
• Copy/paste required ‘dummy’ Section J summary tables
2019 – Fed Gov Con Webinar Series - Washington DC
JSchaus & Associates
Best Practice – Understand Key Terms
Terminology What’s Needed
‘Substantiate’, ‘provide
evidence’, ‘demonstrate’
Assertions are not enough. You must provide the data/backup.
‘Unreasonable’
‘Unrealistic’
Cost/price is too high.
Cost/price is too low.
Compare rates/costs/prices against range of market data/actuals
‘Unbalanced’ Parts seem unusually high/low despite overall price appearing reasonable.
Provide more detail and/or better explanation.
2019 – Fed Gov Con Webinar Series - Washington DC
JSchaus & Associates
• Don’t assume the Government evaluator knows your company and its
accounting/pricing policies. Assume a support contractor was hired to
review your cost/price volume
• Make it easy for the evaluator. Comply with instructions and provide
requested data and information.
Final Thoughts
THANK YOU!
JSchaus & Assoc.
Washington DC
hello@JenniferSchaus.com
www.JenniferSchaus.com
+ 1 – 2 0 2 – 3 6 5 – 0 5 9 8
Speaker: Mike Gallo
Email: Mgallo@FederalPricingGroup.com
Phone: 240-397-9409

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FED GOV CON - Proposal Cost Volume - Best Practices

  • 1. FED GOV CON Webinar Wednesdays 2019 Series JSchaus & Assoc. Washington DC + 1 – 2 0 2 – 3 6 5 – 0 5 9 8
  • 2. About Our Webinars: - Every Wednesday; - Complimentary; - Recorded; - YouTube & our Website; - No Questions
  • 3. About Us: Professional Services for Federal Contractors - GSA Sched; - SBA 8(a); - Proposal Writing; - Pricing; - Contract Administration; - Business Development
  • 4. Advertise In Our Newsletter: Reach 16,300+ Subscribers Includes Government & Government Contractors Hello@JenniferSchaus.com
  • 5. Michael Gallo Education: ME, Industrial Engineering Company Name: Federal Pricing Group # of Years Federal Gov Con Experience: 28
  • 7. 2019 – Fed Gov Con Webinar Series - Washington DC JSchaus & Associates Technical/Mgt/Past Performance Cost/Price • One “team” volume • Key discriminator in best value • Scored • Strengths and Weaknesses • Prime + Sub-Ctr cost volumes • Compliant (or not) • Not-scored • Reasonable, realistic, balanced • Typically last volume built Cost/Pricing Volumes Are Different Beasts
  • 8. 2019 – Fed Gov Con Webinar Series - Washington DC JSchaus & Associates Best Practice - Start Your Cost Volume Early Sources Sought • Incumbent research • Initial solutioning • Initial subcontractor data calls RFP • Price exhibits • Cost volume • Basis of estimate • Subcontractors Contract Award • De-brief data • Protest data • Postmortems • FOIA requests Devine Define Refine
  • 9. 2019 – Fed Gov Con Webinar Series - Washington DC JSchaus & Associates A Cover Sheet B CLINs C Statement of Work D Packaging & Marking E Inspection & Acceptance F Place of Performance G Invoicing H Special Contract Clauses I Contract Clauses J Attachments K Reps & Certs L Proposal Instructions M Proposal Evaluation Best Practice - Read and Dissect RFP Thoroughly
  • 10. 2019 – Fed Gov Con Webinar Series - Washington DC JSchaus & Associates • Follow Section L sequence • Major L section -> Major cost volume section • Extract all ‘shalls’, ‘shoulds’, ‘must’ statements • Check other RFP sections Suggested Compliance Matrix Data  RFP Section#, Section Title, Page#  Cost Volume Section#, Section Title, Page #  Applies to Sub-Ctr Volume?  Data Element(s) Needed  Data POC(s)  Narrative Status  Data Status Best Practice - Create a Comprehensive Compliance Matrix
  • 11. 2019 – Fed Gov Con Webinar Series - Washington DC JSchaus & Associates Best Practice - Create an Annotated Cost Volume Template • Use compliance matrix information to organize sections/subsections • Copy/paste summary of requirements o Tip: make mini-tables for quick removal later o Tip: Add instructions/guidance for your sub-contractors too • Build out all requested summary table shells and/or • Copy/paste required ‘dummy’ Section J summary tables
  • 12. 2019 – Fed Gov Con Webinar Series - Washington DC JSchaus & Associates Best Practice – Understand Key Terms Terminology What’s Needed ‘Substantiate’, ‘provide evidence’, ‘demonstrate’ Assertions are not enough. You must provide the data/backup. ‘Unreasonable’ ‘Unrealistic’ Cost/price is too high. Cost/price is too low. Compare rates/costs/prices against range of market data/actuals ‘Unbalanced’ Parts seem unusually high/low despite overall price appearing reasonable. Provide more detail and/or better explanation.
  • 13. 2019 – Fed Gov Con Webinar Series - Washington DC JSchaus & Associates • Don’t assume the Government evaluator knows your company and its accounting/pricing policies. Assume a support contractor was hired to review your cost/price volume • Make it easy for the evaluator. Comply with instructions and provide requested data and information. Final Thoughts
  • 14. THANK YOU! JSchaus & Assoc. Washington DC hello@JenniferSchaus.com www.JenniferSchaus.com + 1 – 2 0 2 – 3 6 5 – 0 5 9 8 Speaker: Mike Gallo Email: Mgallo@FederalPricingGroup.com Phone: 240-397-9409