U.S. GENERAL SERVICES
   ADMINISTRATION



“Building Small Business Capacity
      for the 21st Century”

          Maureen Cruz
Understanding and Entering the
   GSA’s Multiple Award
      Schedules System
OFFICE OF SMALL BUSINESS UTILIZATION


As GSA’s small business advocate,
we engage in strategies to create
and identify procurement
opportunities for small businesses
seeking to do business with the
federal government.
GSA’S TWO BUSINESS LINES


 Federal Acquisition   Public Buildings
      Service              Service
Federal Acquisition Service
Telecommunications Services
       and Equipment

   Information Technology
      Solutions Products
PUBLIC BUILDINGS SERVICE
• Facility Maintenance and Management
  Services
• Construction Services
• Janitorial Services
• Real Estate Services
FIRST STEPS TO START DOING BUSINESS
                WITH GSA
In order to do business with GSA and other Federal agencies,
it is mandatory that you have:

Dun and Bradstreet Number (D&B) - Also known as a DUNS Number -
www.dnb/com

Register your company with the Central Contracting Registration (CCR) -
www.ccr.gov

On line Representation and Certification (ORCA)-
www.bpn.gov/orca

Past Performance Rating –
www.openratings.com
GSA Getting On Schedule
GSA Getting On Schedule
GSA Getting On Schedule
GSA Getting On Schedule
Multiple Award Schedule (MAS)

Under the MAS (also referred to as GSA Schedules and
Federal Supply Schedules) Program, GSA establishes
long-term governmentwide contracts with commercial
firms to provide access to over 11 million commercial
supplies and services that can be ordered directly from
GSA Schedule contractors or through the GSA
Advantage!® online shopping and ordering system.
FEDERAL SUPPLY SCHEDULE
           CONTRACTS
    Schedules contracts are:

   Five year contracts, with three five-year
    option for approved vendors to provide
    products/services to any Federal agency

   Chosen as the “preferred source of supply”
    by DOD and most civilian agencies
FEDERAL SUPPLY SCHEDULES
          CONTRACTS ARE…...

   “License to hunt” for opportunities in the
    federal government
   Synonymous with a “GSA number” or
    “getting on GSA list”
   Over 80% of Schedule contract holders are
    small business owners
WHERE DO I FIND THE APPROPRIATE
   SCHEDULES SOLICITATION?

   FedBizOpps
    www.fbo.gov
   Central Contractor Registration (CCR)
    www.ccr.gov
   GSA Subcontracting Directory
    www.gsa.gov/subdirectory
    GSA Forecast of Contracting Opportunities
    www.gsa.gov/smbusforecast
SUCCESSFUL SCHEDULES OFFER
                   CHECKLIST

   GSA Standard Form 1449 (cover sheet)
   Administrative Proposal
   Technical Proposal
   Price Proposal
   Open Ratings Past Performance evaluation (formerly
    Dun and Bradstreet)
   Commercial Sales Practice Format
   Representations and Certifications Application (ORCA)
   Original and one copy of each proposal
ADMINISTRATIVE PROPOSAL
   GSA SF 1449 with designated blocks completed
   Submit an original and one copy of each proposal
   Electronic transmissions are accepted by some
    Acquisition Centers
   All “fill-in” information completed
   Identify Special Item Numbers (SINS)
   Two copies of your dated commercial
      pricelist (printed, computer generated
      and copies of internal pricelists)
   Online Representations and Certifications completed
    (ORCA)
TECHNICAL PROPOSAL
       Understanding of Requirements
            Description of the services offered per SIN
   Professional Staff
       Resumes of professional staff to be assigned work resulting
        from the contract.
       Education credentials and demonstrated successful
        experience required
   Corporate Experience
       Descriptions of work performed within the past two years
       Customer agency or firm name, name of person whom work
        was performed, and telephone number for verification, if
        necessary
       Submit an original and one copy
PRICE PROPOSAL
   Two copies of company’s commercial pricelist/catalog
    indicating what products/services are offered
   Cost information should show how offeror arrived at
    proposed prices
   Include Industrial Funding Fee (IFF) of .75% in price
    proposal
   Prices submitted should be most favored commercial
    customer prices
   Government Price, Commercial Price, Government Discount
   Submit an original and one copy
COMPONENTS OF A COMPLETE
             OFFER
   Prepare Admin., Technical, and Price Proposals (an
    original and copy of each)
   Commercial sales practice format
   Open Ratings Past Performance completed
   Additional data such as but not limited to:
    - letter of supply from manufacturer
    - any supporting documentation in pricing proposal
   Representations and certifications completed
   Send to Acquisition Center address in Block 9 of GSA
    SF 1449
CONTRACT NEGOTIATIONS
           PROCESS

   GSA contracting officer will be assigned to
    review your offer
   The CO will send a deficiency letter if
    additional information is needed
   Pricing negotiations in person or by
    telephone
CONTRACT NEGOTIATION
              PROCESS
   CO will ask for a written final proposal
    revision to confirm the terms and conditions
    agreed upon.
   Upon award of contract, the CO will return a
    copy of the contract to you along with one
    copy of the catalog/pricelist.
   CO will send vendor start-up kit for
     GSA advantage!
GSA ADVANTAGE!
   On-line shopping network that Federal
    agencies access to buy products/services
    from FSS Schedule Contract Holders
   Vendors can browse by entering a zip code
    to view pricing of firms already on Schedule
REVIEW OF THE PROCESS…
   YOU: Obtain and Complete Solicitation
   YOU: Start Past Performance Review
   YOU: Submit Completed Offer
   GSA: Evaluate/Review Offer
   GSA/YOU: Negotiate Offer
   GSA: Reject or Accept Offers
   GSA: Issue mailing list to accepted offers
   YOU: If Rejected, request debriefing within 3 days
   YOU: If Awarded, Distribute GSA Pricelist
   YOU: Load information to GSA Advantage
   YOU: Market your New GSA Contract Number
EASY STEPS TO CONTRACT AWARD
                                              GSA’s
           Your Part                          Process
    Obtain Solicitation                   Evaluate/Review Offer
       www.gsa.gov/elibrary or
          www.fbo.gov                      Negotiate Discount, Terms and
                                            Conditions
    Start Past Performance Review
                                           Recommend Award or Rejection
       Open Ratings
          (727-329-1184)                      -   If rejected, you have 3 days to
    Complete Solicitation                        request a debriefing
       See SF 1449 Blocks 7a and          Issue Mailing List for Marketing
          b for questions, be sure to      Administer requested
          sign 30a and b before             modifications/changes to your
          submitting                        contract
    Submit/Mail                                 This includes exercising your
       See SF 1449 Block #9 for                  option years (5-year contract
          correct address                         with three 5-year options)
How Federal Agencies Order
         from Schedules
   Under $3,000 (micro-purchase threshold)
    - Order from any schedule contractor
   Over $3,000
    - prepare a statement of work
    - Look at 3 price lists or “GSA advantage!™”
    - Evaluate and make a “best value” selection
   Orders over the maximum order threshold
    - Review additional price lists
    - Seek price reductions from contractors
Blanket Purchase
                   Agreements
   BPAs provisions included in schedule
    contract solicitations.

   Permit schedule users and contractors
    to set up “accounts” to fill reoccurring requirements.

   Accounts establish terms, period of time, frequency
    of ordering, discounts, delivery locations, etc.
Two or more GSA contract holders working together to fulfill
an agencies needs…
                             Reoccurring Requirements…




      Total Solutions for Schedule Partners…
MORE BENEFITS…


Reduced    Cost
Increased
 Visibility
WHO CAN BUY FROM SCHEDULE
          CONTRACTORS?

   Executive & Other Federal Agencies
   Mixed-Ownership Government
    Corporation (FDIC, Federal Home
    Loan Banks, etc.)
   The District of Columbia
   Cost Reimbursable Government
    Contractors authorized in writing by
    a Federal agency (48 CFR 51.1)
   State and Local Government for
    Information Technology ONLY
    (Cooperative Purchasing)
List of SDVOSB Contractors holding GSA
            Schedule Contracts
                        Top 5 NAICS for SDVOSB Federal
                           Supply Schedule Contractors
                                                      541611-ADMINISTRATIVE
                                                      MANAGEMENT AND GENERAL
                        26                            MANAGEMENT CONSULTING
                   37                                 SERVICES

                                                137   541519-OTHER COMPUTER RELATED
                                                      SERVICES


           68
                                                      541511-Custom Computer Programming
                                                      Services



                                                      541330-ENGINEERING SERVICES


                                          129
                                                      541513-Computer Facilities Management
                                                      Services




December 7, 2011
Sample List of SDVOSBs that were Awarded GSA Contracts
                       in FY10
MATRIX OF ISSUES/PROPOSED SOLUTIONS
       How To Identify a SDVOSB

The following forms identify a SDVOSB:

   DD 214 - Discharge Papers and Separation
    Documents

   Adjudication Letter for VA identifying the Veteran
    as a service-disable veteran

   Supporting documentation to prove the service-
    disabled veteran is the owner of the business
    (IAW SBA Rules)
VetBiz Registry
  (http://www.vip.vetbiz.gov/general_user/search/default.asp)
                                             A “CVE Verified” company
                                             is one that has been verified
                                                  as a SDVOSB by The
                                                   Center for Veterans
                                             Enterprise (CVE). The CVE
                                             conducts its verifications by
                                              requesting and reviewing a
                                              SDVOSB’s documentation.
                                               If required, the CVE may
                                                   conduct an on-site
                                              inspection of the company.




                                           A search can be narrowed
                                               by criteria such as
                                            SDVOSBs only, NAICS
                                              code and keywords.

GSA does not require that a SDVOSB be CVE Verified in order
    for it to compete or be awarded GSA procurements.
MARKETING STRATEGIES AND
HINTS FOR LOCATING FEDERAL
CONTRACTING OPPORTUNITIES
Post Award Marketing


Market Your GSA Contract. It is
important to remember that your
work is not finished once you
obtain a contract with our agency.
You are now, as a GSA contractor,
a preferred source to our federal
agencies. However, you are still
responsible for letting customers
know you are a GSA contract
holder and what your capabilities
are.
MARKETING GSA’S CUSTOMER
            AGENCIES
   Obtain from GSA contracting officer or point of
    contact a listing of current customer agencies or
    those who expressed an interest in the schedule
   Monitor FedBizOpps website
   Obtain information/guidance from Small Business
    Offices in the agencies you wish to market
   Review Forecast of Contracting Opportunities
HINTS FOR BUSINESS SUCCESS
        IN THE 21ST CENTURY
   Make sure your business has more than one
    contracting vehicle in place
        GSA Multiple Award Schedules Contract

        8(a) Certified Business

        Certified Small Disadvantaged Business

        Government-wide Agency Contracts

         (GWAC)
        Woman-owned business

        HUBZone Certified

        Blanket Purchase Agreements
HINTS FOR SUCCESS
                   (CONT’D)
   Business cards should indicate what your company does and
    it should reflect your new GSA Affiliation
   Distribute GSA approved price list
   Load contract to GSA Advantage!
   Links between your website and GSA Advantage!
   Accept the Government Purchase Card
   Attend GSA Small Business Outreach events, workshop,
    seminars, etc.
   Network, network, network
HINTS FOR SUCCESS (CONT’D)
    Advertise in the Federal Supply Service magazine
     MarkeTips:

     - Advertising space is FREE (for now!)
     - Magazine distributed to all Schedules
        customer agencies
     - Published bi-monthly on the first day
       of the month of Jan, March, May, July
       September, and November
     - Each Acquisition Center sets deadlines
        for ad materials
MENTOR-PROTÉGÉ PROGRAM

   The GSA’s Mentor-Protégé programs focus is to promote the
    business development of small businesses and enhance their
    capability to compete more successfully for federal government
    contracts and gain access to economic opportunity. The program
    encourages private-sector relationship and expands GSA’s efforts to
    identify and respond to the developmental needs of the small
    business community. The working arrangement between both
    parties will promote economic and technological growth, promote
    and foster the establishment of long-term business relationships
    and increase the number of small businesses which receive GSA
    and other federal agency and commercial contracts.
SUSTAINABILITY AWARENESS

   GSA’s broad reach over the acquisition, management, and disposal of
    Federal assets provides a unique opportunity to influence the environmental
    performance of the entire Government. GSA has the expertise and a history
    of leadership in green government, and has demonstrated its capability to
    deliver significant improvements in its own environmental performance.
    Most importantly, GSA recognizes that it has a responsibility to increase the
    sustainability of the Federal government by reducing the environmental
    impact of its buildings, products, and services, as well as its processes and
    activities. GSA’s mission statement recognizes the convergence of
    opportunity, capability and responsibility in a new commitment to achieve a
    Zero Environmental Footprint.
GSA’s Small Business Utilization Center
              Region 5

   General Services Administration
  Office of Small Business Utilization
     230 S. Dearborn Room 3280
          Chicago, IL 60604
            1-888-353-5383

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GSA Getting On Schedule

  • 1. U.S. GENERAL SERVICES ADMINISTRATION “Building Small Business Capacity for the 21st Century” Maureen Cruz
  • 2. Understanding and Entering the GSA’s Multiple Award Schedules System
  • 3. OFFICE OF SMALL BUSINESS UTILIZATION As GSA’s small business advocate, we engage in strategies to create and identify procurement opportunities for small businesses seeking to do business with the federal government.
  • 4. GSA’S TWO BUSINESS LINES Federal Acquisition Public Buildings Service Service
  • 5. Federal Acquisition Service Telecommunications Services and Equipment Information Technology Solutions Products
  • 6. PUBLIC BUILDINGS SERVICE • Facility Maintenance and Management Services • Construction Services • Janitorial Services • Real Estate Services
  • 7. FIRST STEPS TO START DOING BUSINESS WITH GSA In order to do business with GSA and other Federal agencies, it is mandatory that you have: Dun and Bradstreet Number (D&B) - Also known as a DUNS Number - www.dnb/com Register your company with the Central Contracting Registration (CCR) - www.ccr.gov On line Representation and Certification (ORCA)- www.bpn.gov/orca Past Performance Rating – www.openratings.com
  • 12. Multiple Award Schedule (MAS) Under the MAS (also referred to as GSA Schedules and Federal Supply Schedules) Program, GSA establishes long-term governmentwide contracts with commercial firms to provide access to over 11 million commercial supplies and services that can be ordered directly from GSA Schedule contractors or through the GSA Advantage!® online shopping and ordering system.
  • 13. FEDERAL SUPPLY SCHEDULE CONTRACTS Schedules contracts are:  Five year contracts, with three five-year option for approved vendors to provide products/services to any Federal agency  Chosen as the “preferred source of supply” by DOD and most civilian agencies
  • 14. FEDERAL SUPPLY SCHEDULES CONTRACTS ARE…...  “License to hunt” for opportunities in the federal government  Synonymous with a “GSA number” or “getting on GSA list”  Over 80% of Schedule contract holders are small business owners
  • 15. WHERE DO I FIND THE APPROPRIATE SCHEDULES SOLICITATION?  FedBizOpps www.fbo.gov  Central Contractor Registration (CCR) www.ccr.gov  GSA Subcontracting Directory www.gsa.gov/subdirectory GSA Forecast of Contracting Opportunities www.gsa.gov/smbusforecast
  • 16. SUCCESSFUL SCHEDULES OFFER CHECKLIST  GSA Standard Form 1449 (cover sheet)  Administrative Proposal  Technical Proposal  Price Proposal  Open Ratings Past Performance evaluation (formerly Dun and Bradstreet)  Commercial Sales Practice Format  Representations and Certifications Application (ORCA)  Original and one copy of each proposal
  • 17. ADMINISTRATIVE PROPOSAL  GSA SF 1449 with designated blocks completed  Submit an original and one copy of each proposal  Electronic transmissions are accepted by some Acquisition Centers  All “fill-in” information completed  Identify Special Item Numbers (SINS)  Two copies of your dated commercial pricelist (printed, computer generated and copies of internal pricelists)  Online Representations and Certifications completed (ORCA)
  • 18. TECHNICAL PROPOSAL  Understanding of Requirements  Description of the services offered per SIN  Professional Staff  Resumes of professional staff to be assigned work resulting from the contract.  Education credentials and demonstrated successful experience required  Corporate Experience  Descriptions of work performed within the past two years  Customer agency or firm name, name of person whom work was performed, and telephone number for verification, if necessary  Submit an original and one copy
  • 19. PRICE PROPOSAL  Two copies of company’s commercial pricelist/catalog indicating what products/services are offered  Cost information should show how offeror arrived at proposed prices  Include Industrial Funding Fee (IFF) of .75% in price proposal  Prices submitted should be most favored commercial customer prices  Government Price, Commercial Price, Government Discount  Submit an original and one copy
  • 20. COMPONENTS OF A COMPLETE OFFER  Prepare Admin., Technical, and Price Proposals (an original and copy of each)  Commercial sales practice format  Open Ratings Past Performance completed  Additional data such as but not limited to: - letter of supply from manufacturer - any supporting documentation in pricing proposal  Representations and certifications completed  Send to Acquisition Center address in Block 9 of GSA SF 1449
  • 21. CONTRACT NEGOTIATIONS PROCESS  GSA contracting officer will be assigned to review your offer  The CO will send a deficiency letter if additional information is needed  Pricing negotiations in person or by telephone
  • 22. CONTRACT NEGOTIATION PROCESS  CO will ask for a written final proposal revision to confirm the terms and conditions agreed upon.  Upon award of contract, the CO will return a copy of the contract to you along with one copy of the catalog/pricelist.  CO will send vendor start-up kit for GSA advantage!
  • 23. GSA ADVANTAGE!  On-line shopping network that Federal agencies access to buy products/services from FSS Schedule Contract Holders  Vendors can browse by entering a zip code to view pricing of firms already on Schedule
  • 24. REVIEW OF THE PROCESS…  YOU: Obtain and Complete Solicitation  YOU: Start Past Performance Review  YOU: Submit Completed Offer  GSA: Evaluate/Review Offer  GSA/YOU: Negotiate Offer  GSA: Reject or Accept Offers  GSA: Issue mailing list to accepted offers  YOU: If Rejected, request debriefing within 3 days  YOU: If Awarded, Distribute GSA Pricelist  YOU: Load information to GSA Advantage  YOU: Market your New GSA Contract Number
  • 25. EASY STEPS TO CONTRACT AWARD GSA’s Your Part Process  Obtain Solicitation  Evaluate/Review Offer  www.gsa.gov/elibrary or www.fbo.gov  Negotiate Discount, Terms and Conditions  Start Past Performance Review  Recommend Award or Rejection  Open Ratings (727-329-1184) - If rejected, you have 3 days to  Complete Solicitation request a debriefing  See SF 1449 Blocks 7a and  Issue Mailing List for Marketing b for questions, be sure to  Administer requested sign 30a and b before modifications/changes to your submitting contract  Submit/Mail  This includes exercising your  See SF 1449 Block #9 for option years (5-year contract correct address with three 5-year options)
  • 26. How Federal Agencies Order from Schedules  Under $3,000 (micro-purchase threshold) - Order from any schedule contractor  Over $3,000 - prepare a statement of work - Look at 3 price lists or “GSA advantage!™” - Evaluate and make a “best value” selection  Orders over the maximum order threshold - Review additional price lists - Seek price reductions from contractors
  • 27. Blanket Purchase Agreements  BPAs provisions included in schedule contract solicitations.  Permit schedule users and contractors to set up “accounts” to fill reoccurring requirements.  Accounts establish terms, period of time, frequency of ordering, discounts, delivery locations, etc.
  • 28. Two or more GSA contract holders working together to fulfill an agencies needs… Reoccurring Requirements… Total Solutions for Schedule Partners…
  • 29. MORE BENEFITS… Reduced Cost Increased Visibility
  • 30. WHO CAN BUY FROM SCHEDULE CONTRACTORS?  Executive & Other Federal Agencies  Mixed-Ownership Government Corporation (FDIC, Federal Home Loan Banks, etc.)  The District of Columbia  Cost Reimbursable Government Contractors authorized in writing by a Federal agency (48 CFR 51.1)  State and Local Government for Information Technology ONLY (Cooperative Purchasing)
  • 31. List of SDVOSB Contractors holding GSA Schedule Contracts Top 5 NAICS for SDVOSB Federal Supply Schedule Contractors 541611-ADMINISTRATIVE MANAGEMENT AND GENERAL 26 MANAGEMENT CONSULTING 37 SERVICES 137 541519-OTHER COMPUTER RELATED SERVICES 68 541511-Custom Computer Programming Services 541330-ENGINEERING SERVICES 129 541513-Computer Facilities Management Services December 7, 2011
  • 32. Sample List of SDVOSBs that were Awarded GSA Contracts in FY10
  • 33. MATRIX OF ISSUES/PROPOSED SOLUTIONS How To Identify a SDVOSB The following forms identify a SDVOSB:  DD 214 - Discharge Papers and Separation Documents  Adjudication Letter for VA identifying the Veteran as a service-disable veteran  Supporting documentation to prove the service- disabled veteran is the owner of the business (IAW SBA Rules)
  • 34. VetBiz Registry (http://www.vip.vetbiz.gov/general_user/search/default.asp) A “CVE Verified” company is one that has been verified as a SDVOSB by The Center for Veterans Enterprise (CVE). The CVE conducts its verifications by requesting and reviewing a SDVOSB’s documentation. If required, the CVE may conduct an on-site inspection of the company. A search can be narrowed by criteria such as SDVOSBs only, NAICS code and keywords. GSA does not require that a SDVOSB be CVE Verified in order for it to compete or be awarded GSA procurements.
  • 35. MARKETING STRATEGIES AND HINTS FOR LOCATING FEDERAL CONTRACTING OPPORTUNITIES
  • 36. Post Award Marketing Market Your GSA Contract. It is important to remember that your work is not finished once you obtain a contract with our agency. You are now, as a GSA contractor, a preferred source to our federal agencies. However, you are still responsible for letting customers know you are a GSA contract holder and what your capabilities are.
  • 37. MARKETING GSA’S CUSTOMER AGENCIES  Obtain from GSA contracting officer or point of contact a listing of current customer agencies or those who expressed an interest in the schedule  Monitor FedBizOpps website  Obtain information/guidance from Small Business Offices in the agencies you wish to market  Review Forecast of Contracting Opportunities
  • 38. HINTS FOR BUSINESS SUCCESS IN THE 21ST CENTURY  Make sure your business has more than one contracting vehicle in place  GSA Multiple Award Schedules Contract  8(a) Certified Business  Certified Small Disadvantaged Business  Government-wide Agency Contracts (GWAC)  Woman-owned business  HUBZone Certified  Blanket Purchase Agreements
  • 39. HINTS FOR SUCCESS (CONT’D)  Business cards should indicate what your company does and it should reflect your new GSA Affiliation  Distribute GSA approved price list  Load contract to GSA Advantage!  Links between your website and GSA Advantage!  Accept the Government Purchase Card  Attend GSA Small Business Outreach events, workshop, seminars, etc.  Network, network, network
  • 40. HINTS FOR SUCCESS (CONT’D)  Advertise in the Federal Supply Service magazine MarkeTips: - Advertising space is FREE (for now!) - Magazine distributed to all Schedules customer agencies - Published bi-monthly on the first day of the month of Jan, March, May, July September, and November - Each Acquisition Center sets deadlines for ad materials
  • 41. MENTOR-PROTÉGÉ PROGRAM  The GSA’s Mentor-Protégé programs focus is to promote the business development of small businesses and enhance their capability to compete more successfully for federal government contracts and gain access to economic opportunity. The program encourages private-sector relationship and expands GSA’s efforts to identify and respond to the developmental needs of the small business community. The working arrangement between both parties will promote economic and technological growth, promote and foster the establishment of long-term business relationships and increase the number of small businesses which receive GSA and other federal agency and commercial contracts.
  • 42. SUSTAINABILITY AWARENESS  GSA’s broad reach over the acquisition, management, and disposal of Federal assets provides a unique opportunity to influence the environmental performance of the entire Government. GSA has the expertise and a history of leadership in green government, and has demonstrated its capability to deliver significant improvements in its own environmental performance. Most importantly, GSA recognizes that it has a responsibility to increase the sustainability of the Federal government by reducing the environmental impact of its buildings, products, and services, as well as its processes and activities. GSA’s mission statement recognizes the convergence of opportunity, capability and responsibility in a new commitment to achieve a Zero Environmental Footprint.
  • 43. GSA’s Small Business Utilization Center Region 5 General Services Administration Office of Small Business Utilization 230 S. Dearborn Room 3280 Chicago, IL 60604 1-888-353-5383