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Unsolicited Proposals - Why, What & How
US Federal Government Contracting
Webinar Series - 2016
Presented By:
Ali Paskun, CF APMP
JUNE 15, 2016
CALENDAR OF EVENTS:
(All Webinars are at 12pm EST & Recorded)
JUNE 1 - Maximizing The Value of Your GovCon Business
https://attendee.gotowebinar.com/register/74156936435694851
JUNE 2 - Capture Planning - To Bid Or Not To Bid
https://attendee.gotowebinar.com/register/7051206926535220483
JUNE 3 - Teaming Agreements - The Good, The Bad & The Enforceable
https://attendee.gotowebinar.com/register/7352313683359938307
JUNE 6 - Teaming With Tribally Owned 8(a) Businesses
https://attendee.gotowebinar.com/register/4324839202604449539
JUNE 7 - Color Reviews For Successful Proposals
https://attendee.gotowebinar.com/register/3973323136181419267
JUNE 8 - Preparing The FSO for a DSS Audit
https://attendee.gotowebinar.com/register/423786240906737667
JUNE 9 - Life After 8(a) - Best Practices & Case Study
https://attendee.gotowebinar.com/register/6473232146721067779
JUNE 10 - The Politics Of Procurement
https://attendee.gotowebinar.com/register/3924758807094447107
JUNE 13 - Contract Administration - Best Practices
https://attendee.gotowebinar.com/register/2132047978959217667
JUNE 14 - So You Have A Facility Clearance, Now What?
https://attendee.gotowebinar.com/register/9028972158695833091
JUNE 15 - Unsolicited Proposals - Why, What & How.
https://attendee.gotowebinar.com/register/4729436391901262849
JUNE 17 - SBIR's - The Good, The Bad & The "How"
https://attendee.gotowebinar.com/register/6337198369128857857
2016 US Federal Government Contracting Webinar Series
AGENDA
2016 US Federal Government Contracting Webinar Series
AGENDA:
• Introduction – HOST
•Introduction - GUEST
• Presentation
•Conclusions
• Q & A
2016 US Federal Government Contracting Webinar Series
INTRODUCTION
Host
2016 US Federal Government Contracting Webinar Series
Jennifer Schaus
About The Host
2016 US Federal Government Contracting Webinar Series
* Approx 20 Yrs in Gov Contracting
* Career: D&B (Govt Division)
Federal Sales & GSA Scheds
* Frequent Speaker: Chambers, NCMA, AFCEA, etc
* Member: WIPG
* Education: Towson University – B.A.
UC Berkeley - Leadership Accelerator
Cornell University - Exec Leadership
Jennifer Schaus
Jennifer Schaus & Associates
2016 US Federal Government Contracting Webinar Series
* DC Based Consulting Firm
* Over 10 Yrs in Business
* Support Services for Gov Cons
Proposal Writing / Contract Vehicles (GSA)
Sales & Biz Dev
Certifications – SBA 8(a); SDVO; etc.
Events
INTRODUCTION
Guest
2016 US Federal Government Contracting Webinar Series
Ali Paskun, CF.APMP
ABOUT OUR SPEAKER
2016 US Federal Government Contracting Webinar Series
* More than 30 years’ GovCon experience
* Career: Proposal Manager, Director, and
Consultant
* Member: APMP (APMP Fellow; Foundation
level certification); Women in Technology
* Presenter: APMP Bid and Proposal Con,
APMP NCA Chapter Boot Camp, Mid-Atlantic
Consultants Network, National Grant
Professionals Association Conference
* Education: BS, University of Maryland
University College, Communications
Ali Paskun
ABIL Solutions, LLC
2016 US Federal Government Contracting Webinar Series
YOUR LOO
HERE
* MD-based consulting company focused on
helping small businesses grow
* Consulting and training on bidding on
government contracts
Proposal Management, Writing, Editing, Color
Team Reviews
Strategy Development
Opportunity and Competitive Assessments
Design/Implement Processes
Training
PRESENTATION
2016 US Federal Government Contracting Webinar Series
Unsolicited Proposals - Why, What & How
WHY?
• Recommend a new and innovative idea
• FAR 15.603(a) Unsolicited proposals allow unique
and innovative ideas or approaches that have been
developed outside the Government to be made
available to Government agencies for use in
accomplishment of their missions.
FAR = Federal Acquisition Regulation
www.acquisition.gov
2016 US Federal Government Contracting Webinar Series
WHAT?
FAR 2.101 defines an unsolicited proposal as:
“a written proposal for a new or innovative idea that
is submitted to an agency on the initiative of the
offeror for the purpose of obtaining a contract with
the Government, and that is not in response to a
request for proposals, Broad Agency
Announcement, Small Business Innovation
Research topic, Small Business Technology
Transfer Research topic, Program Research and
Development Announcement, or any other
Government-initiated solicitation or program.”
2016 US Federal Government Contracting Webinar Series
WHAT?
To comply with FAR 15.6, a valid unsolicited proposal
must be:
• Innovative & unique
• Independently originated & developed by the offeror
• Prepared without Government supervision,
endorsement, direction, or direct Government
involvement
2016 US Federal Government Contracting Webinar Series
WHAT?
To comply with FAR 15.6, a valid unsolicited
proposal must:
• Include sufficient detail to permit a determination
that Government support could be worthwhile and
the proposed work could benefit the agency’s
research and development or other mission
responsibilities
• Not be an advance proposal for a known agency
requirement that can be acquired by competitive
methods
• Not address a previously published agency
requirement
2016 US Federal Government Contracting Webinar Series
HOW?
2016 US Federal Government Contracting Webinar Series
HOW?
• Submit the proposal far in advance of the desired
start date of the government contract
• Ensure commitment to funding & be on solid
ground
• Have discussions with government contract,
program, and technical staff to ensure there is a
need for what is being proposed
• These discussions can reveal technical objections
or other information that may help shape the
proposal to ensure it meets the agency's needs
2016 US Federal Government Contracting Webinar Series
HOW?
• Agencies are required to provide the following:
• Definition & content acceptable for formal
evaluation.
• Requirements concerning responsible
prospective contractors & organizational
conflicts of interest.
• Preferred methods for submitting
ideas/concepts to the Government
• Agency POC
• Information sources on agency objectives &
areas of potential interest
• Submission & evaluation procedures
• Instructions for identifying & marking
proprietary information
2016 US Federal Government Contracting Webinar Series
HOW?
Unsolicited proposals should contain 3 types of
information to be considered by the agency in an
objective & timely manner:
• Basic
• Technical
• Supporting
2016 US Federal Government Contracting Webinar Series
HOW?
BASIC Information:
• Offeror name, address, & type of organization (profit,
nonprofit, educational, small biz, 8a, etc.)
• Information for technical & business personnel to be
contacted for evaluation or negotiation
• Identification of proprietary data to be used only for
evaluation purposes
• Names of Federal, State, or local agencies or parties
receiving the proposal or funding the proposed effort
• Date of submission
• Signature of a person authorized to represent &
contractually obligate the offeror
2016 US Federal Government Contracting Webinar Series
HOW?
TECHNICAL Information:
• Concise title & abstract of the proposed effort
• A reasonably complete discussion that includes the:
• objectives of the effort or activity
• method of approach & extent of effort to be
employed
• nature & extent of the anticipated results
• manner in which the work will help to support
the agency’s mission
• Names & biographical information on the offeror’s
key personnel, including alternates
• Type of support needed from the agency; e.g.,
Government property or personnel resources
2016 US Federal Government Contracting Webinar Series
HOW?
SUPPORTING Information:
• Proposed price or total estimated cost
• Period of time for which the proposal is valid
• Type of contract preferred
• Proposed period of performance
• Brief description of the organization, previous
experience, relevant past performance & facilities to
be used
• Other statements, if applicable, about organizational
conflicts of interest, security clearances, &
environmental impacts
• Names & telephone numbers of agency technical or
other agency POC’s already contacted regarding the
proposal
2016 US Federal Government Contracting Webinar Series
HOW?
Remember Proposal 101:
• Hot buttons
• Features
• Customer benefits
• Win themes
• Past performance
• Corporate experience
• Graphics with action captions
• Risk mitigation
• Quality assurance
2016 US Federal Government Contracting Webinar Series
TIME TO SUBMIT…….
Government REVIEW
And
Government EVALUATION
2016 US Federal Government Contracting Webinar Series
HOW?
Criteria for Initial Government REVIEW:
• Is valid & meets FAR requirements
• Is related to the agency mission
• Contains sufficient technical information & cost-
or price-related information
• Has overall scientific, technical, or
socioeconomic merit
• Has been approved by a responsible official or
other representative authorized to obligate the
offeror contractually
• Complies w/ the marking requirements
2016 US Federal Government Contracting Webinar Series
HOW?
Minimum Government EVALUATION Factors:
• Unique, innovative, & meritorious methods,
approaches, or concepts
• Overall scientific, technical, or socioeconomic
merits
• Potential contribution of the effort to the agency’s
specific mission
• Offeror’s capabilities, related experience, facilities,
techniques, or unique combinations of these that
are integral factors for achieving objectives;
• Qualifications, capabilities & experience of key
personnel
• Realism of the proposed cost.
2016 US Federal Government Contracting Webinar Series
HOW?
After evaluation, an unsolicited proposal is returned
to the Offeror if its substance……
• Is available to the Government w/o restriction
from another source
• Closely resembles a pending competitive
acquisition requirement
• Does not relate to the activity’s mission
• Does not demonstrate an innovative & unique
method, approach, or concept, or is otherwise
not deemed a meritorious proposal
2016 US Federal Government Contracting Webinar Series
HOW?
The agency Contracting Officer contacts the Offeror
to being contract negotiations on a sole source
basis when the:
• Unsolicited proposal receives a favorable
comprehensive evaluation
• Justification & approval has been obtained
• Agency technical office sponsoring the contract
furnishes the necessary funds
2016 US Federal Government Contracting Webinar Series
CONCLUSIONS
2016 US Federal Government Contracting Webinar Series
CONCLUSIONS
2016 US Federal Government Contracting Webinar Series
• Review FAR requirements to ensure it meets
criteria;
• Review the proposed solution; then review it again
& again;
• Represent a substantial investment of time & effort
by the offeror;
• If awarded, be prepared to potentially make a
substantial investment of time & effort;
• It may not be responding to a structured RFP, but it
is still a proposal
Q & A
2016 US Federal Government Contracting Webinar Series
CONTACT DETAILS
Ms. Jennifer L. Schaus
Washington DC
+ 1 - 2 0 2 – 3 6 5 – 0 5 9 8
jschaus@jenniferschaus.com
www.JenniferSchaus.com
------------------------------
Ali Paskun
Bel Air, MD
4 1 0 – 4 5 6 - 5 6 2 3
ali@abilsolutions.com
http://www.abilsolutions.com
CALENDAR OF EVENTS:
(All Webinars are at 12pm EST & Recorded)
JUNE 1 - Maximizing The Value of Your GovCon Business
https://attendee.gotowebinar.com/register/74156936435694851
JUNE 2 - Capture Planning - To Bid Or Not To Bid
https://attendee.gotowebinar.com/register/7051206926535220483
JUNE 3 - Teaming Agreements - The Good, The Bad & The Enforceable
https://attendee.gotowebinar.com/register/7352313683359938307
JUNE 6 - Teaming With Tribally Owned 8(a) Businesses
https://attendee.gotowebinar.com/register/4324839202604449539
JUNE 7 - Color Reviews For Successful Proposals
https://attendee.gotowebinar.com/register/3973323136181419267
JUNE 8 - Preparing The FSO for a DSS Audit
https://attendee.gotowebinar.com/register/423786240906737667
JUNE 9 - Life After 8(a) - Best Practices & Case Study
https://attendee.gotowebinar.com/register/6473232146721067779
JUNE 10 - The Politics Of Procurement
https://attendee.gotowebinar.com/register/3924758807094447107
JUNE 13 - Contract Administration - Best Practices
https://attendee.gotowebinar.com/register/2132047978959217667
JUNE 14 - So You Have A Facility Clearance, Now What?
https://attendee.gotowebinar.com/register/9028972158695833091
JUNE 15 - Unsolicited Proposals - Why, What & How.
https://attendee.gotowebinar.com/register/4729436391901262849
JUNE 17 - SBIR's - The Good, The Bad & The "How"
https://attendee.gotowebinar.com/register/6337198369128857857
2016 US Federal Government Contracting Webinar Series

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FED GOV CON - Unsolicited Proposals

  • 1. Unsolicited Proposals - Why, What & How US Federal Government Contracting Webinar Series - 2016 Presented By: Ali Paskun, CF APMP JUNE 15, 2016
  • 2. CALENDAR OF EVENTS: (All Webinars are at 12pm EST & Recorded) JUNE 1 - Maximizing The Value of Your GovCon Business https://attendee.gotowebinar.com/register/74156936435694851 JUNE 2 - Capture Planning - To Bid Or Not To Bid https://attendee.gotowebinar.com/register/7051206926535220483 JUNE 3 - Teaming Agreements - The Good, The Bad & The Enforceable https://attendee.gotowebinar.com/register/7352313683359938307 JUNE 6 - Teaming With Tribally Owned 8(a) Businesses https://attendee.gotowebinar.com/register/4324839202604449539 JUNE 7 - Color Reviews For Successful Proposals https://attendee.gotowebinar.com/register/3973323136181419267 JUNE 8 - Preparing The FSO for a DSS Audit https://attendee.gotowebinar.com/register/423786240906737667 JUNE 9 - Life After 8(a) - Best Practices & Case Study https://attendee.gotowebinar.com/register/6473232146721067779 JUNE 10 - The Politics Of Procurement https://attendee.gotowebinar.com/register/3924758807094447107 JUNE 13 - Contract Administration - Best Practices https://attendee.gotowebinar.com/register/2132047978959217667 JUNE 14 - So You Have A Facility Clearance, Now What? https://attendee.gotowebinar.com/register/9028972158695833091 JUNE 15 - Unsolicited Proposals - Why, What & How. https://attendee.gotowebinar.com/register/4729436391901262849 JUNE 17 - SBIR's - The Good, The Bad & The "How" https://attendee.gotowebinar.com/register/6337198369128857857 2016 US Federal Government Contracting Webinar Series
  • 3. AGENDA 2016 US Federal Government Contracting Webinar Series
  • 4. AGENDA: • Introduction – HOST •Introduction - GUEST • Presentation •Conclusions • Q & A 2016 US Federal Government Contracting Webinar Series
  • 5. INTRODUCTION Host 2016 US Federal Government Contracting Webinar Series
  • 6. Jennifer Schaus About The Host 2016 US Federal Government Contracting Webinar Series * Approx 20 Yrs in Gov Contracting * Career: D&B (Govt Division) Federal Sales & GSA Scheds * Frequent Speaker: Chambers, NCMA, AFCEA, etc * Member: WIPG * Education: Towson University – B.A. UC Berkeley - Leadership Accelerator Cornell University - Exec Leadership
  • 7. Jennifer Schaus Jennifer Schaus & Associates 2016 US Federal Government Contracting Webinar Series * DC Based Consulting Firm * Over 10 Yrs in Business * Support Services for Gov Cons Proposal Writing / Contract Vehicles (GSA) Sales & Biz Dev Certifications – SBA 8(a); SDVO; etc. Events
  • 8. INTRODUCTION Guest 2016 US Federal Government Contracting Webinar Series
  • 9. Ali Paskun, CF.APMP ABOUT OUR SPEAKER 2016 US Federal Government Contracting Webinar Series * More than 30 years’ GovCon experience * Career: Proposal Manager, Director, and Consultant * Member: APMP (APMP Fellow; Foundation level certification); Women in Technology * Presenter: APMP Bid and Proposal Con, APMP NCA Chapter Boot Camp, Mid-Atlantic Consultants Network, National Grant Professionals Association Conference * Education: BS, University of Maryland University College, Communications
  • 10. Ali Paskun ABIL Solutions, LLC 2016 US Federal Government Contracting Webinar Series YOUR LOO HERE * MD-based consulting company focused on helping small businesses grow * Consulting and training on bidding on government contracts Proposal Management, Writing, Editing, Color Team Reviews Strategy Development Opportunity and Competitive Assessments Design/Implement Processes Training
  • 11. PRESENTATION 2016 US Federal Government Contracting Webinar Series Unsolicited Proposals - Why, What & How
  • 12. WHY? • Recommend a new and innovative idea • FAR 15.603(a) Unsolicited proposals allow unique and innovative ideas or approaches that have been developed outside the Government to be made available to Government agencies for use in accomplishment of their missions. FAR = Federal Acquisition Regulation www.acquisition.gov 2016 US Federal Government Contracting Webinar Series
  • 13. WHAT? FAR 2.101 defines an unsolicited proposal as: “a written proposal for a new or innovative idea that is submitted to an agency on the initiative of the offeror for the purpose of obtaining a contract with the Government, and that is not in response to a request for proposals, Broad Agency Announcement, Small Business Innovation Research topic, Small Business Technology Transfer Research topic, Program Research and Development Announcement, or any other Government-initiated solicitation or program.” 2016 US Federal Government Contracting Webinar Series
  • 14. WHAT? To comply with FAR 15.6, a valid unsolicited proposal must be: • Innovative & unique • Independently originated & developed by the offeror • Prepared without Government supervision, endorsement, direction, or direct Government involvement 2016 US Federal Government Contracting Webinar Series
  • 15. WHAT? To comply with FAR 15.6, a valid unsolicited proposal must: • Include sufficient detail to permit a determination that Government support could be worthwhile and the proposed work could benefit the agency’s research and development or other mission responsibilities • Not be an advance proposal for a known agency requirement that can be acquired by competitive methods • Not address a previously published agency requirement 2016 US Federal Government Contracting Webinar Series
  • 16. HOW? 2016 US Federal Government Contracting Webinar Series
  • 17. HOW? • Submit the proposal far in advance of the desired start date of the government contract • Ensure commitment to funding & be on solid ground • Have discussions with government contract, program, and technical staff to ensure there is a need for what is being proposed • These discussions can reveal technical objections or other information that may help shape the proposal to ensure it meets the agency's needs 2016 US Federal Government Contracting Webinar Series
  • 18. HOW? • Agencies are required to provide the following: • Definition & content acceptable for formal evaluation. • Requirements concerning responsible prospective contractors & organizational conflicts of interest. • Preferred methods for submitting ideas/concepts to the Government • Agency POC • Information sources on agency objectives & areas of potential interest • Submission & evaluation procedures • Instructions for identifying & marking proprietary information 2016 US Federal Government Contracting Webinar Series
  • 19. HOW? Unsolicited proposals should contain 3 types of information to be considered by the agency in an objective & timely manner: • Basic • Technical • Supporting 2016 US Federal Government Contracting Webinar Series
  • 20. HOW? BASIC Information: • Offeror name, address, & type of organization (profit, nonprofit, educational, small biz, 8a, etc.) • Information for technical & business personnel to be contacted for evaluation or negotiation • Identification of proprietary data to be used only for evaluation purposes • Names of Federal, State, or local agencies or parties receiving the proposal or funding the proposed effort • Date of submission • Signature of a person authorized to represent & contractually obligate the offeror 2016 US Federal Government Contracting Webinar Series
  • 21. HOW? TECHNICAL Information: • Concise title & abstract of the proposed effort • A reasonably complete discussion that includes the: • objectives of the effort or activity • method of approach & extent of effort to be employed • nature & extent of the anticipated results • manner in which the work will help to support the agency’s mission • Names & biographical information on the offeror’s key personnel, including alternates • Type of support needed from the agency; e.g., Government property or personnel resources 2016 US Federal Government Contracting Webinar Series
  • 22. HOW? SUPPORTING Information: • Proposed price or total estimated cost • Period of time for which the proposal is valid • Type of contract preferred • Proposed period of performance • Brief description of the organization, previous experience, relevant past performance & facilities to be used • Other statements, if applicable, about organizational conflicts of interest, security clearances, & environmental impacts • Names & telephone numbers of agency technical or other agency POC’s already contacted regarding the proposal 2016 US Federal Government Contracting Webinar Series
  • 23. HOW? Remember Proposal 101: • Hot buttons • Features • Customer benefits • Win themes • Past performance • Corporate experience • Graphics with action captions • Risk mitigation • Quality assurance 2016 US Federal Government Contracting Webinar Series
  • 24. TIME TO SUBMIT……. Government REVIEW And Government EVALUATION 2016 US Federal Government Contracting Webinar Series
  • 25. HOW? Criteria for Initial Government REVIEW: • Is valid & meets FAR requirements • Is related to the agency mission • Contains sufficient technical information & cost- or price-related information • Has overall scientific, technical, or socioeconomic merit • Has been approved by a responsible official or other representative authorized to obligate the offeror contractually • Complies w/ the marking requirements 2016 US Federal Government Contracting Webinar Series
  • 26. HOW? Minimum Government EVALUATION Factors: • Unique, innovative, & meritorious methods, approaches, or concepts • Overall scientific, technical, or socioeconomic merits • Potential contribution of the effort to the agency’s specific mission • Offeror’s capabilities, related experience, facilities, techniques, or unique combinations of these that are integral factors for achieving objectives; • Qualifications, capabilities & experience of key personnel • Realism of the proposed cost. 2016 US Federal Government Contracting Webinar Series
  • 27. HOW? After evaluation, an unsolicited proposal is returned to the Offeror if its substance…… • Is available to the Government w/o restriction from another source • Closely resembles a pending competitive acquisition requirement • Does not relate to the activity’s mission • Does not demonstrate an innovative & unique method, approach, or concept, or is otherwise not deemed a meritorious proposal 2016 US Federal Government Contracting Webinar Series
  • 28. HOW? The agency Contracting Officer contacts the Offeror to being contract negotiations on a sole source basis when the: • Unsolicited proposal receives a favorable comprehensive evaluation • Justification & approval has been obtained • Agency technical office sponsoring the contract furnishes the necessary funds 2016 US Federal Government Contracting Webinar Series
  • 29. CONCLUSIONS 2016 US Federal Government Contracting Webinar Series
  • 30. CONCLUSIONS 2016 US Federal Government Contracting Webinar Series • Review FAR requirements to ensure it meets criteria; • Review the proposed solution; then review it again & again; • Represent a substantial investment of time & effort by the offeror; • If awarded, be prepared to potentially make a substantial investment of time & effort; • It may not be responding to a structured RFP, but it is still a proposal
  • 31. Q & A 2016 US Federal Government Contracting Webinar Series
  • 32. CONTACT DETAILS Ms. Jennifer L. Schaus Washington DC + 1 - 2 0 2 – 3 6 5 – 0 5 9 8 jschaus@jenniferschaus.com www.JenniferSchaus.com ------------------------------ Ali Paskun Bel Air, MD 4 1 0 – 4 5 6 - 5 6 2 3 ali@abilsolutions.com http://www.abilsolutions.com
  • 33. CALENDAR OF EVENTS: (All Webinars are at 12pm EST & Recorded) JUNE 1 - Maximizing The Value of Your GovCon Business https://attendee.gotowebinar.com/register/74156936435694851 JUNE 2 - Capture Planning - To Bid Or Not To Bid https://attendee.gotowebinar.com/register/7051206926535220483 JUNE 3 - Teaming Agreements - The Good, The Bad & The Enforceable https://attendee.gotowebinar.com/register/7352313683359938307 JUNE 6 - Teaming With Tribally Owned 8(a) Businesses https://attendee.gotowebinar.com/register/4324839202604449539 JUNE 7 - Color Reviews For Successful Proposals https://attendee.gotowebinar.com/register/3973323136181419267 JUNE 8 - Preparing The FSO for a DSS Audit https://attendee.gotowebinar.com/register/423786240906737667 JUNE 9 - Life After 8(a) - Best Practices & Case Study https://attendee.gotowebinar.com/register/6473232146721067779 JUNE 10 - The Politics Of Procurement https://attendee.gotowebinar.com/register/3924758807094447107 JUNE 13 - Contract Administration - Best Practices https://attendee.gotowebinar.com/register/2132047978959217667 JUNE 14 - So You Have A Facility Clearance, Now What? https://attendee.gotowebinar.com/register/9028972158695833091 JUNE 15 - Unsolicited Proposals - Why, What & How. https://attendee.gotowebinar.com/register/4729436391901262849 JUNE 17 - SBIR's - The Good, The Bad & The "How" https://attendee.gotowebinar.com/register/6337198369128857857 2016 US Federal Government Contracting Webinar Series