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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
โ€ขFounder/CEO, Eastern Foundry
GovCon Incubator
โ€ขMcKinsey & Co.
โ€ขUS Marine Corp
A to Z - GSA Schedules
11 December 2014
Jennifer Schaus, Schaus &
Associates
โ€ขWashington DC based
โ€ข20 Yrs Govt Contracting
โ€ขGSA Schedule Services
โ€ขProduct/Service Clients
โ€ขLarge & Small Businesses
A to Z - GSA Schedules
11 December 2014
GSA Schedule
OVERVIEW
A to Z - GSA Schedules
11 December 2014
GSA Schedule OVERVIEW
โ€ขContract Vehicle / Marketing Tool
โ€ขMAS / FSS
โ€ข5 Yrs w 3 Option Periods = 20 Yrs
โ€ขFocus = Lowest PRICE
โ€ขTerms & Conditions
โ€ข$25k Sales Quota
โ€ข.75% IFF Quarterly Fee
A to Z - GSA Schedules
11 December 2014
GSA Schedule OVERVIEW
โ€ขApprox 39 GSA Scheds
โ€ขSegmented by Product/Service
โ€ขOpen RFP process
โ€ขPast Performance Required
โ€ขPricing Disclosures / Invoices
A to Z - GSA Schedules
11 December 2014
GSA Schedule OVERVIEW
โ€ขFacilitates the purchasing process
โ€ขCan be used by State / Local /
Quasi Govt
โ€ขStatus Symbol โ€“ shows you are
serious about selling to the Govt.
A to Z - GSA Schedules
11 December 2014
GSA Schedule โ€“ I. PROPOSAL
A to Z - GSA Schedules
11 December 2014
GSA Schedule PROPOSAL
โ€ข Read the Solicitation (time
sensitive)
โ€ข Ensure you meet requirements
โ€ข Pre-Award
โ€ข Post-Award
โ€ข Prepare a compliant proposal
1. Administrative
2. Technical
3. Pricing
A to Z - GSA Schedules
11 December 2014
GSA Schedule โ€“ II. ADMINISTRATIVE
A to Z - GSA Schedules
11 December 2014
GSA Schedule ADMINISTRATIVE
โ€ข Pathway To Success โ€“ time
sensitive
โ€ข SAM Registration
โ€ข Other Schedules
โ€ข Financials
โ€ข Sub-K Plan (Large Biz Only)
โ€ข 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
โ€ข Corp Narrative
โ€ข Quality Control
โ€ข Project Experiences
(2 Per SIN) โ€“ time sensitive
โ€ข Open Ratings Report โ€“ time
sensitive
A to Z - GSA Schedules
11 December 2014
A to Z - GSA Schedules
11 December 2014
GSA Schedule โ€“ IV. PRICING
GSA Schedule PRICING
โ€ข Price List โ€“ fully burdened
โ€ข CSP1
โ€ข Labor Category Description
โ€ข Invoice Justification โ€“ every item
โ€ข HR Plan โ€“ Comp & OT
โ€ข SCA โ€“ if applic.
โ€ข Price Proposal
A to Z - GSA Schedules
11 December 2014
GSA Schedule PRICING
โ€ข Products:
โ€ข TAA Compliance
โ€ข Letter of Supply
โ€ข 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 โ€“ V. NEXT STEPS
A to Z - GSA Schedules
11 December 2014
GSA Schedule NEXT STEPS
โ€ข Obtain Digital Certificate
โ€ข Make Proposal Submission via E-
Offer
โ€ข Ensure documents are ALL
current
A to Z - GSA Schedules
11 December 2014
GSA Schedule NEXT STEPS
Clarifications / Reject / Accept
โ€ข Satisfy questions and
clarifications via email
documentation
A to Z - GSA Schedules
11 December 2014
GSA Schedule NEXT STEPS
Price Negotiations
โ€ข Can be call or email
โ€ข GSA seeking deeper discounts,
prompt payment, volume/quantity
discounts
โ€ข 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 โ€“ 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 CAVโ€™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 โ€“ VII. CONCLUSIONS
A to Z - GSA Schedules
11 December 2014
GSA Schedule CONCLUSIONS
โ€ข Not for everyone
โ€ข Do you meet requirements?
โ€ข Asset or Liability?
โ€ข Is there ROI for your business?
โ€ข Lower Margins
A to Z - GSA Schedules
11 December 2014
GSA Schedule CONCLUSIONS
โ€ข Back Office/Compliance
investment
โ€ข Monitor PRC โ€“ Price Reduction
Claus
โ€ข Proposals still need to be written
โ€ข 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 โ€ขFounder/CEO, Eastern Foundry GovCon Incubator โ€ขMcKinsey & Co. โ€ขUS Marine Corp A to Z - GSA Schedules 11 December 2014
  • 4. Jennifer Schaus, Schaus & Associates โ€ขWashington DC based โ€ข20 Yrs Govt Contracting โ€ขGSA Schedule Services โ€ขProduct/Service Clients โ€ขLarge & 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 โ€ขContract Vehicle / Marketing Tool โ€ขMAS / FSS โ€ข5 Yrs w 3 Option Periods = 20 Yrs โ€ขFocus = Lowest PRICE โ€ขTerms & Conditions โ€ข$25k Sales Quota โ€ข.75% IFF Quarterly Fee A to Z - GSA Schedules 11 December 2014
  • 7. GSA Schedule OVERVIEW โ€ขApprox 39 GSA Scheds โ€ขSegmented by Product/Service โ€ขOpen RFP process โ€ขPast Performance Required โ€ขPricing Disclosures / Invoices A to Z - GSA Schedules 11 December 2014
  • 8. GSA Schedule OVERVIEW โ€ขFacilitates the purchasing process โ€ขCan be used by State / Local / Quasi Govt โ€ขStatus Symbol โ€“ shows you are serious about selling to the Govt. A to Z - GSA Schedules 11 December 2014
  • 9. GSA Schedule โ€“ I. PROPOSAL A to Z - GSA Schedules 11 December 2014
  • 10. GSA Schedule PROPOSAL โ€ข Read the Solicitation (time sensitive) โ€ข Ensure you meet requirements โ€ข Pre-Award โ€ข Post-Award โ€ข Prepare a compliant proposal 1. Administrative 2. Technical 3. Pricing A to Z - GSA Schedules 11 December 2014
  • 11. GSA Schedule โ€“ II. ADMINISTRATIVE A to Z - GSA Schedules 11 December 2014
  • 12. GSA Schedule ADMINISTRATIVE โ€ข Pathway To Success โ€“ time sensitive โ€ข SAM Registration โ€ข Other Schedules โ€ข Financials โ€ข Sub-K Plan (Large Biz Only) โ€ข 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 โ€ข Corp Narrative โ€ข Quality Control โ€ข Project Experiences (2 Per SIN) โ€“ time sensitive โ€ข Open Ratings Report โ€“ time sensitive A to Z - GSA Schedules 11 December 2014
  • 15. A to Z - GSA Schedules 11 December 2014 GSA Schedule โ€“ IV. PRICING
  • 16. GSA Schedule PRICING โ€ข Price List โ€“ fully burdened โ€ข CSP1 โ€ข Labor Category Description โ€ข Invoice Justification โ€“ every item โ€ข HR Plan โ€“ Comp & OT โ€ข SCA โ€“ if applic. โ€ข Price Proposal A to Z - GSA Schedules 11 December 2014
  • 17. GSA Schedule PRICING โ€ข Products: โ€ข TAA Compliance โ€ข Letter of Supply โ€ข 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 โ€“ V. NEXT STEPS A to Z - GSA Schedules 11 December 2014
  • 20. GSA Schedule NEXT STEPS โ€ข Obtain Digital Certificate โ€ข Make Proposal Submission via E- Offer โ€ข Ensure documents are ALL current A to Z - GSA Schedules 11 December 2014
  • 21. GSA Schedule NEXT STEPS Clarifications / Reject / Accept โ€ข Satisfy questions and clarifications via email documentation A to Z - GSA Schedules 11 December 2014
  • 22. GSA Schedule NEXT STEPS Price Negotiations โ€ข Can be call or email โ€ข GSA seeking deeper discounts, prompt payment, volume/quantity discounts โ€ข 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 โ€“ 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 CAVโ€™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 โ€“ VII. CONCLUSIONS A to Z - GSA Schedules 11 December 2014
  • 30. GSA Schedule CONCLUSIONS โ€ข Not for everyone โ€ข Do you meet requirements? โ€ข Asset or Liability? โ€ข Is there ROI for your business? โ€ข Lower Margins A to Z - GSA Schedules 11 December 2014
  • 31. GSA Schedule CONCLUSIONS โ€ข Back Office/Compliance investment โ€ข Monitor PRC โ€“ Price Reduction Claus โ€ข Proposals still need to be written โ€ข Sales Rep to drive business A to Z - GSA Schedules 11 December 2014