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GSA Schedules The mystery removed Rita Haake Marc Violante Illinois Procurement Technical Assistance Program

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Page 1: GSA Schedules The mystery removed Rita Haake Marc Violante Illinois Procurement Technical Assistance Program

GSA SchedulesThe mystery removed

Rita HaakeMarc Violante

Illinois Procurement Technical Assistance Program

Page 2: GSA Schedules The mystery removed Rita Haake Marc Violante Illinois Procurement Technical Assistance Program

Myths

• Register with GSA• Get a “GSA Number”• Contract equals automatic success• Must pay a consultant• Have to have a contract to get a contract

Page 3: GSA Schedules The mystery removed Rita Haake Marc Violante Illinois Procurement Technical Assistance Program

GSA MAS Performance Snap Shot

• 11,000,000 items

• 66% growth last 3 years

• $40 Billion in sales – 2007

• 3000 new vendors added a year

• Program designed to meet all federal government requirements

Page 4: GSA Schedules The mystery removed Rita Haake Marc Violante Illinois Procurement Technical Assistance Program

Basic Foundation• Schedules are

– Standing orders – 5 years base with Evergreen

(3 options = 20 years possible)– Contracting Officer/Specialists choice– Mandatory/Not mandatory– Based on YOUR BEST PRICE

• Does not need to necessarily be at a substantial discount – you can offer better term discounting and this is treating the government better then your commercial base

Page 5: GSA Schedules The mystery removed Rita Haake Marc Violante Illinois Procurement Technical Assistance Program

Schedules v. Traditional

• Standing order• Government-wide use• IDIQ • Company defines items• 20 year life• Quarterly reports

• Due by• One agency • Stated amount• Buyer defined items• Identified term• Close out reports

Page 6: GSA Schedules The mystery removed Rita Haake Marc Violante Illinois Procurement Technical Assistance Program

Submission of OfferAdministrative Proposal

Solicitation response document

Technical Proposal Adequate description for evaluation

Pictures could help

Price ProposalQuantity/volume notated

Commercial shipping practice notated

Page 7: GSA Schedules The mystery removed Rita Haake Marc Violante Illinois Procurement Technical Assistance Program

Past Performance• Required

– Cost: $175.00 your cost– Submit with Offer

• Maximum 20 references– Suggested (6-10)– Ask/inform references – First ones to answer comprise your rating

• Rating based on survey result• Secret Shoppers

– Customer service– quality, etc.

Page 8: GSA Schedules The mystery removed Rita Haake Marc Violante Illinois Procurement Technical Assistance Program

Miscellaneous Factors• Place of performance

– Performance of contract– Manufacturer location

• Ordering information– Select facsimile & mail– EDI is not internet…must have outside vendor– Marketing through dealers?

• Government will want the lowest price• Dealers must have a ‘manufacturer letter of support’

• Remittance Address• Production Point

– Manufacturer specific** Not inclusive

Page 9: GSA Schedules The mystery removed Rita Haake Marc Violante Illinois Procurement Technical Assistance Program

Fair and Reasonable

• Commercial Sales Practice– Basis (baseline)

• Price List – offer to the government

• Three components of price– $ (dollars and cents)– Discounts– Concessions

Page 10: GSA Schedules The mystery removed Rita Haake Marc Violante Illinois Procurement Technical Assistance Program

Fundamental Question

Are you ready?

We know that you want to but …

Are you ready?

Page 11: GSA Schedules The mystery removed Rita Haake Marc Violante Illinois Procurement Technical Assistance Program

GSA MAS Realities

• Completing a MAS is procedural

• Selling to the Government is in part procedural

55% of the Business that have held GSA contracts for the

past 4 years had sales that did not meet the minimum sales requirement.

Page 12: GSA Schedules The mystery removed Rita Haake Marc Violante Illinois Procurement Technical Assistance Program

Contract Sales Criteria

• A contract will not be awarded unless– Anticipated sales:

• Exceed $25,000 in first 24 months• Exceed $25,000 in sales each 12-month period

thereafter

• The Government may cancel the contract if the above criteria is not met – (GSAR 552.238-73)

Page 13: GSA Schedules The mystery removed Rita Haake Marc Violante Illinois Procurement Technical Assistance Program

Preliminary

• The Center for Veterans Enterprise– www.vetbiz.gov

• Central Contractor Registration– www.ccr.gov

• Include GSA MAS NAICS

• Online Representations and Certifications– www.bpn.gov

• Include GSA MAS NAICS

• Pathway to Success– Vsc.gsa.gov

Page 14: GSA Schedules The mystery removed Rita Haake Marc Violante Illinois Procurement Technical Assistance Program

The Players

• The Contracting Officer (PCO)

• You, the contractor

• The buyers

• Your competitors

• Technical assistance providers– Illinois PTACs– Other PTACs: see www.aptac-us.org

* Primary to contract formation

*

*

Page 15: GSA Schedules The mystery removed Rita Haake Marc Violante Illinois Procurement Technical Assistance Program

The Contracting Officer

• Responsibilities– Represents the United States of America– Fair and Reasonable price– Determination of Responsibility– Offer completeness– Contract compliance– Contract maintenance

• Modifications (unilateral / negotiated)

Page 16: GSA Schedules The mystery removed Rita Haake Marc Violante Illinois Procurement Technical Assistance Program

Rejection Criteria

• Submitting an incomplete document– Information required– Adherence to format– Modifying solicitation

• Not responsible

• Pricing – Not Fair and Reasonable

• Failure to meet a time frame established by the Contracting Officer

Page 17: GSA Schedules The mystery removed Rita Haake Marc Violante Illinois Procurement Technical Assistance Program

You, the Contractor

• Research & select MAS

• Complete offer

• Submit offer

• Manage contract

• Report sales / IFF

• Market

• Fulfill orders

Page 18: GSA Schedules The mystery removed Rita Haake Marc Violante Illinois Procurement Technical Assistance Program

Perse

veran

c

e

Needed attributes• Time …..• Attention to Detail• Compliance with requirements• Patience• Flexibility• Project plan!!! • Value proposition• Business/marketing plan• Computer skills• Negotiation skills

Page 19: GSA Schedules The mystery removed Rita Haake Marc Violante Illinois Procurement Technical Assistance Program

Computer Skills• Average to above average• Web based training• Web searching• Software

– Download– Installation– Use

• E-offer/e-mod• E-buy• Digital signatures

Page 20: GSA Schedules The mystery removed Rita Haake Marc Violante Illinois Procurement Technical Assistance Program

Available Resources

• GSA Small Business Specialist

• GSA MAS Point of Contact

• Illinois PTAC or other PTAC

• GSA e-library

• GSA Vendor Support Center

• Colleagues

• Consultants

Page 21: GSA Schedules The mystery removed Rita Haake Marc Violante Illinois Procurement Technical Assistance Program

Develop Value Proposition

• Why my firm?

• Why my products?

• Why my price?

• Product eligibility– Buy America Act– Trade Agreement Act

Page 22: GSA Schedules The mystery removed Rita Haake Marc Violante Illinois Procurement Technical Assistance Program

Determine Level of Sales• Identify competition

– www.gsaelibrary.gsa.gov – www.gsaadvantage.gsa.gov– www.vaadvantage.gsa.gov

• Identify Schedules & SINs– www.gsaelibrary.gsa.gov

• Identify Schedule SINs sales– Ssq.gsa.gov

• Trend Schedule SINs sales– Ssq.gsa.gov

• Determine buying organizations– https://www.fpds.gov

Page 23: GSA Schedules The mystery removed Rita Haake Marc Violante Illinois Procurement Technical Assistance Program

Identify Applicable Schedule

• www.gsaelibrary.gsa.gov

• GSA Small Business Specialist

• Potential buyers – previous sales calls

• Illinois PTAC Center or other PTAC– www.aptac-us.org

Page 24: GSA Schedules The mystery removed Rita Haake Marc Violante Illinois Procurement Technical Assistance Program

Government Vocabulary

•Shall

•Must• Should

• May

Page 25: GSA Schedules The mystery removed Rita Haake Marc Violante Illinois Procurement Technical Assistance Program

Reading Clauses – Ick!

• Details matter

• It has to be done

• Entering into a formal official – contractual agreement

• You are responsible!

• Create plan– Adequate time– Identify requirements

Page 26: GSA Schedules The mystery removed Rita Haake Marc Violante Illinois Procurement Technical Assistance Program

Contract Compliance

• GSA Advantage• Pricing• Sales reporting & IFF• Trade Agreements Act• Subcontracting• Labor Laws• Modifications (unilateral/bilateral)• Maintenance of basis (price reductions)• Authorized users/Scope of contract

Page 27: GSA Schedules The mystery removed Rita Haake Marc Violante Illinois Procurement Technical Assistance Program

Pricing• Equal to or better than best vendor prices• Free On Board Destination (FOB Dest)

– One price lower 48 states– Zonal pricing

• Hold pricing firm for 180 days – From date of offer– Hints at how long an award may take

• Price Reduction clause• Economic Price Adjustment• www.gsaadvantage.gsa.gov

Page 28: GSA Schedules The mystery removed Rita Haake Marc Violante Illinois Procurement Technical Assistance Program

Dealers and Suppliers

• Letter of commitment from the manufacturer– Sufficient to satisfy Government’s

requirements for contract period – Assures the offeror of source of supply

• Evidence of uninterrupted source of supply

*When requested by the Contracting Officer

*

Page 29: GSA Schedules The mystery removed Rita Haake Marc Violante Illinois Procurement Technical Assistance Program

Sales Administrative Requirements

• Receive orders via facsimile or EDI

• Method to track sales

• Ability to identify sales as GSA – Training of staff members

• Quarterly IFF reports

*Recommended

*

Page 30: GSA Schedules The mystery removed Rita Haake Marc Violante Illinois Procurement Technical Assistance Program

Contact for Contract Administration

• The contractor shall designate a person – For contract administration– Domestic/Overseas

• Responsible for– Industrial Funding Fee and sales reporting– Record reviews– Contract compliance

• Changes in writing to Contracting Officer

Page 31: GSA Schedules The mystery removed Rita Haake Marc Violante Illinois Procurement Technical Assistance Program

Identify Authorized Negotiators

• The offeror shall provide the following– Names & titles– Telephone numbers– Electronic mail addresses– Up to three individuals

*Applies only to this offer

*

Page 32: GSA Schedules The mystery removed Rita Haake Marc Violante Illinois Procurement Technical Assistance Program

Identify Best Customers

• Classify by relationship

• Disclose business terms

• Provide copies of invoices– Normally three– May impact scope of contract

Page 33: GSA Schedules The mystery removed Rita Haake Marc Violante Illinois Procurement Technical Assistance Program

GSA Advantage

• Online shopping service

• Participation is mandatory

• Upload price-list within 6 months of award– Schedule Input Program (SIP)

• Input/upload information

• Upload text file

Page 34: GSA Schedules The mystery removed Rita Haake Marc Violante Illinois Procurement Technical Assistance Program

Questions

Page 35: GSA Schedules The mystery removed Rita Haake Marc Violante Illinois Procurement Technical Assistance Program

Questions - later

• Marc N. Violante• College of Lake County• [email protected]• 847-543-2580

• Rita Haake• College of DuPage• [email protected]• 630-942-2184