gsa schedule program overview and tips
TRANSCRIPT
Commodore Consulting, LLC
Shené Commodore, CPCM
GSA Schedule Program
Overview and Tips
We offer a full range of business services to commercial companies and government professionals.
Our staff have more than 20 years of experience as GSA compliance officers, GSA business specialists, and GSA proposal writers.
Experience as practitioners for GSA business in IT, engineering, marketing, training, and construction.
Who We Are
Presentation Objective:
This presentation is designed to give you a broad overview of
the General Services Administration (GSA) Schedule program
to help you make a more informed
decision about obtaining a GSA schedule.
GSA Schedule Program
Know Your Customers
•Do they make purchases with GSA schedules?
•What items/services do they purchase with GSA?
•What Agency focuses on your products or service?
•Do your competitors have schedules?
•Can you afford to manage the GSA contract?
•Have you researched pricing, job categories, and product descriptions on GSA e-library
Is GSA Right For You?
MOST COMMON
GSA SCHEDULES
•Information Technology Equipment, Software, and Services•Schedule 70
•Professional Engineering Services•Schedule 871
•Mission Oriented Business Integrated Services (MOBIS)•Schedule 874
•Total Solutions for Law Enforcement, Security•Schedule 84
*There are schedules for many services & products. This is not a complete list.
GSA Benefits
Get Training
•Register for GSA interact
•Complete Readiness Assessment via vsc.gsa.gov
Why GSA?
•80% of GSA Schedule contractors are small businesses;
•More than $40B flows through GSA MAS contracts every year;
•GSA had over 19,000 MAS contracts in Fiscal Year 2012; and
•Approximately 40 percent of the 19,000 GSA contracts generate sales.
REQUIRED DOCUMENTS
•Technical Proposal, Price Proposal•Open Ratings Report AND Receipt•Project experience descriptions and contract/SOW copies•Readiness Assessment & Pathways to Success Certificate• Job category descriptions and labor rates•Product description literature (warranty, manufacturer, restock fee, etc.)•Invoice copies•Financial Statements (balance sheet and income statement)•Organization Chart•Professional Compensation Plan•Employee benefit summary
Basis of Award
Your Basis of Award will be based on your most favored customer (MFV) and the related pricing relationship with the MFC. Make sure your company has an internal policy to monitor the MFC to deter price reduction penalties.
Commercial Sales
Practices
Discount Policy
Pricing
TrackingMonitoring
ISSUES THAT MAY CAUSE
DELAYS
•Poor explanation of project experience
•Allowing your digital certificate to expire
•Request for business financial information or review (GSA Form 527)
•Business name in Name of Company doesn’t match the business name listed in SAM, Dun & Bradstreet, or IRS
•The applicant does not provide complete, correct documentation.
•The applicant has an unusual ownership or management structure.
•The applicant has affiliation issues.
•Unavailable or unresponsive to requests for further information.
GSA Compliance
There are annual GSA audits (contract reviews). You must:
Meet annual sales requirements. ($25,000)
Perform sales monitoring and billing review.
Pay your quarterly industrial funding fee (IFF)
Accept annual Refresh or revisions to GSA standard terms and conditions.
Adequate Billing
• Most favored customer
• Commercial sales
IFF
• Due each quarter
• Report “0” sales
• Checks must “arrive” by due date or are late
Annual Sales
•$25,000 annual requirement
•Document sales efforts
•IT & Security may be used by State and local gov
Discounts
•Basic discounts
•Volume discounts
•Prompt payment discounts
•Know your customer
•Conduct a readiness
assessment with GSA
•Identify your schedule
•Define your products or
labor categories
Technical Proposal
Price Proposal
Company Policies
Pricing
Sales
Contract Modifications
The Big Picture
Write ComplyPrepare
1. 2. 3.
Contact Us
770-590-5147
www.commodoreconsulting.com