Presented by Jim Sayers | Sales Manager, Federal Schedules, Inc. Beginner’s Guide to GSA Schedule Contracts© An Information Package Prepared by Federal Schedules, Inc. Table of Contents GSA Schedules Program ................................................................................................................................. 3 Introduction ..............................................................................................................................................................3 Sales Overview..........................................................................................................................................................4 GSA Sales By Schedule .............................................................................................................................................5 Opportunity Assessment .........................................................................................................................................6 Getting on the GSA Schedule ......................................................................................................................... 7 Steps to Obtain a GSA Schedule Contract...............................................................................................................7 Should You Seek Outside Assistance .................................................................................................................... 10 Federal Schedules, Inc. ................................................................................................................................ 12 GSA Schedule Contract Services ........................................................................................................................... 12 Contact Us.............................................................................................................................................................. 13 Acronyms..................................................................................................................................................... 14 Frequently Used In Government Contracting ..................................................................................................... 14 Federal Schedules, Inc. | An Employee-Owned Small Business 703-709-8700 | http://gsa.federalschedules.com Beginner’s Guide to GSA Schedule Contracts © 2 GSA Schedules Program Introduction The General Services Administration (GSA) Schedule Program was created to streamline the federal procurement process. GSA reviews companies interested in obtaining a GSA Schedule Contract, examining factors including commercial sales practices, capabilities, financials, and past performance. If a company is qualified, GSA will negotiate and award a GSA Schedule Contract, which contains prenegotiated pricing, terms, and conditions. Federal buyers – and in some cases state and local government – can then use that GSA Schedule Contract to purchase from the company. The buying process is simplified because GSA has completed the bulk of the procurement process on behalf of government buyers. Why Obtain a GSA Schedule Contract? It is the Most Widely Used Government Contract Over $30 Billion in Annual Sales It Provides a Competitive Advantage in the Federal Market It Allows for a Shorter, Simplified Sales Process Why Do Agencies Prefer Purchasing Through the GSA Schedule? There Are No Order Limitations A FedBizOpps Synopsis is Not Required GSA Schedule Pricing is Pre-Determined by GSA to be “Fair and Reasonable” GSA Schedule Contracts Meet All Applicable Regulations & Competition Requirements GSA Schedule Orders Average 15 Days vs. an Average of 268 Days with Open-Market Procurements Who is Eligible to Purchase from GSA Schedule Contracts? A GSA Schedule Contract can be used to solicit hundreds of Federal customers, including: Federal Departments and Agencies DOD and all Civilian Agencies Government Owned Corporations Various Institutions Federal Schedules, Inc. | An Employee-Owned Small Business 703-709-8700 | http://gsa.federalschedules.com Beginner’s Guide to GSA Schedule Contracts © 3 GSA Schedules Program Sales Overview While GSA Schedule Sales have decreased slightly over the past few years, the GSA Schedule remains the largest government contract vehicle with over $30 billion in annual sales since fiscal year 2004. $45 $600 $40 $500 GSA Sales in Billions $35 $30 $400 $25 $300 $20 $15 $200 $10 $100 $5 $0 Federal Contract Spending in Billions As shown in the chart below, GSA Schedule sales have fluctuated in line with total federal contract spending. In fact, GSA Schedule sales as a percentage of total federal contract spend has increased slightly over the past five-year period. It is worth noting, even with the current budget environment, the federal government spent over $440 billion through contracts in fiscal year 2014. $0 FY-10 FY-11 FY-12 GSA Schedule Sales FY-13 FY-14 Federal Contract Spend Source: GSA Schedule Sales Query & USASpending.gov Federal Schedules, Inc. | An Employee-Owned Small Business 703-709-8700 | http://gsa.federalschedules.com Beginner’s Guide to GSA Schedule Contracts © 4 GSA Schedules Program GSA Sales by Schedule The GSA Schedule program consists of approximately 40 GSA Schedules based upon category of product/service offering. Each GSA Schedule is detailed below along with fiscal year 2014 sales. Fiscal Year 2014 GSA Schedule Sales by Schedule Schedule 70 874 871 520 84 71 CORP 36 66 51 V 75 48 874 V 03FAC 56 899 541 738 X 599 73 23 V 78 58 I 738 II 736 76 81 I B 72 67 71 II K 751 Schedule Description Information Technology Equipment, Software & Services Mission Oriented Business Integrated Services (MOBIS) Professional Engineering Services Financial & Business Solutions (FABS) Total Solutions for Law Enforcement, Security Furniture Consolidated Schedule Office, Imaging, & Document Management Solutions Scientific Equipment & Services Hardware SuperStore Office Products & Supplies Transportation, Delivery & Relocation Solutions Logistics Worldwide (LOGWORLD) Facilities Maintenance & Management Buildings & Building Materials/industrial Services & Supplies Environmental Services Advertising & Integrated Marketing Solutions (AIMS) Human Resources & EEO Services Travel Services Solutions Food Service, Hospitality, Cleaning, Equip & Supplies Automotive Superstore (formerly VMAS) Sports, Promotional, Outdoor, Trophies & Signs (SPORTS) Audio/Video, Telecom, & Security Solutions Language Services Temporary Administrative & Professional Staffing (TAPS) Publication Media Shipping, Packaging & Packing Supplies Furnishing & Floor Coverings Photographic Equipment, Related Supplies, & Services Comprehensive Furniture Management Services (CFMS) Leasing of Automobiles & Light Trucks Total Sales FY 14 $14,148,750,018 $3,998,377,838 $2,586,602,131 $2,156,524,184 $1,538,574,418 $917,003,542 $778,790,895 $672,950,625 $629,402,484 $624,225,647 $597,592,801 $532,048,050 $500,660,468 $489,181,791 $348,219,802 $340,953,019 $311,358,498 $263,035,930 $224,830,810 $207,045,762 $165,027,930 $153,544,258 $142,548,010 $123,460,194 $102,156,196 $97,792,148 $97,343,199 $36,486,406 $31,380,139 $24,489,921 $2,302,051 $32,842,659,165 Source: GSA Schedule Sales Query Federal Schedules, Inc. | An Employee-Owned Small Business 703-709-8700 | http://gsa.federalschedules.com Beginner’s Guide to GSA Schedule Contracts © 5 GSA Schedules Program Opportunity Assessment The GSA Schedule Contract can serve as an invaluable tool for businesses to sell to the federal government. However, all businesses should be aware that while a GSA Schedule Contract will streamline the government procurement process and open up additional opportunities, these opportunities must be sought out and pursued. Before submitting for a GSA Schedule Contract, every business should conduct market research and develop a plan to target government buyers. There are a number of online resources companies can use to assess opportunity and placement within the GSA Schedule program: USASpending.gov http://www.usaspending.gov Search government contract data by company or contract number Federal Procurement Data System (FPDS) https://www.fpds.gov Federal spending reports Schedule Sales Query https://ssq.gsa.gov Pull GSA sales reports GSA eLibrary http://www.gsaelibrary.gsa.gov Review information on products/services offered through the GSA Schedules and Contractors who hold GSA Schedules While obtaining a GSA Schedule Contract is not a simple process, it is a potential 20 year contract — an initial five-year term with three five-year extension, or “evergreen”, options. Most contract holders would agree that the opportunities opened through GSA Schedule Contract are well worth the time and effort put into securing a Contract Award. Federal Schedules, Inc. | An Employee-Owned Small Business 703-709-8700 | http://gsa.federalschedules.com Beginner’s Guide to GSA Schedule Contracts © 6 Getting on the GSA Schedule Steps to Obtain a GSA Schedule Contract There is no single application that a company can fill out to obtain a GSA Schedule or get on the GSA “list”. Companies interested in getting on the GSA Schedule must submit a proposal in response to the appropriate solicitation. Depending upon the solicitation, it may take up to a year to receive your GSA Schedule Contract Award – and that year is starting from the time you submit your proposal to GSA. The following details the steps involved in obtaining a GSA Schedule Contract. 1) Determine Eligibility The first step to getting on the GSA Schedule is determining if your company/organization is eligible to receive a GSA Schedule Contract Award. Before beginning the GSA Schedule proposal process the following must be met: Financial Stability At Least 2 Years in Business Past Performance Products Commercially Available Products Compliant with the Trade Agreements Act. End product must be manufactured or substantially altered within the U.S. or a 'designated country' as defined by the Trade Agreements Act. Click here for a list of designated countries. 2) Required Registrations To submit your proposal to GSA you will need to obtain a digital certificate which allows you to sign documents electronically. For more information on digital certificates including where to obtain one, click here. Whether or not you plan on obtaining a GSA Schedule Contract, the following items are required to do business with the federal government: Obtain a Dun & Bradstreet (D&B) D-U-N-S Number Register on the System for Award Management (SAM) 3) Past Performance Evaluation A Dun & Bradstreet Open Ratings Past Performance Evaluation report must be included with your GSA Schedule Proposal. The process can take 35 days, so we recommend ordering the report — which costs $185 — when you begin preparing your GSA Schedule proposal. Keep in mind though; the report is only valid for 12 months. Meaning, if your GSA Schedule proposal gets put to the side for too long, you will have to pay to have the report completed again. For more information and to order the report, click here. Federal Schedules, Inc. | An Employee-Owned Small Business 703-709-8700 | http://gsa.federalschedules.com Beginner’s Guide to GSA Schedule Contracts © 7 Getting on the GSA Schedule Steps to Obtain a GSA Schedule Contract (continued) 4) Identify the Appropriate GSA Schedule There are currently over 11 million products and services available through over 30 GSA Schedules. It is important you pick the appropriate Schedule for your product/service offerings. Depending upon your offerings, the appropriate Schedule may be immediately obvious, or may require an indepth analysis of your products/services in comparison with the scope of various Schedules. If the correct Schedule is not identified before beginning the proposal process, you risk wasting months preparing a proposal that will be rejected. A list of GSA Schedules can be found on the GSA eLibrary website. 5) Download the Corresponding Solicitation (the GSA Schedule “Application”) Once you have identified the appropriate GSA Schedule, download the corresponding solicitation. Each GSA Schedule solicitation is posted on FedBizOpps (www.fbo.gov). Links to each GSA Schedule solicitation can be accessed from the Schedule’s eLibrary page: Click on the appropriate Schedule number under the ‘Source’ column the GSA eLibrary page located here. Click on the box that says, “Vendors Click here to view the current solicitation on FedBizOpps”. Read the synopsis and download all documents on the right side under ‘Solicitation 1”. 6) Prepare a Proposal In general, each solicitation will require data including, but not limited to: corporate and financial information, past performance, commercial practices, and a proposed GSA price list. The exact information and format required will vary from Schedule to Schedule. If your company/organization chooses to pursue a GSA Schedule Contract without outside assistance, this may be the most time-consuming step of the process. The solicitations are not always clear and contractors frequently end up submitting proposals that are incorrectly formatted, incomplete, and swiftly rejected by GSA. TIP: Be cognizant of a possible solicitation refresh. Many companies who decide to take the GSA acquisition project in-house can take anywhere from months to over a year to complete the proposal. In this time GSA can issue a solicitation refresh which is an amendment that can potentially change the entire scope of the solicitation. Once a refresh is issued, contractors are typically given a set amount of time to submit proposals under the old solicitation. After this time, proposals submitted under the outdated guidelines will be rejected. Federal Schedules, Inc. | An Employee-Owned Small Business 703-709-8700 | http://gsa.federalschedules.com Beginner’s Guide to GSA Schedule Contracts © 8 Getting on the GSA Schedule Steps to Obtain a GSA Schedule Contract (continued) 7) Proposal Review Your GSA Schedule Contract proposal must be submitted electronically through GSA's eOffer system. Once submitted, it will be assigned to a Contracting Officer who will conduct an intense and thorough review. During this review the Contracting Officer will request additional information and/or clarifications. 8) GSA Contract Negotiation The purpose of the GSA Schedule Program is to leverage the government's buying power to negotiate discounted pricing. Once your Contracting Officer has completed a satisfactory review of your proposal, a conference call will be scheduled to negotiate pricing. It is crucial that you plan a negotiation strategy in advance to ensure the agreed upon discount is favorable to both potential government buyers and your company/organization. 9) Final Proposal Revision After negotiations are complete, you will prepare and submit a Final Proposal Revision (FPR) that synopsizes your entire proposal and includes finalized pricing, as negotiated with GSA. 10) GSA Contract Award! Contractors will receive a Contract Award and GSA Schedule Contract Number approximately a week after submitting the Final Proposal Revision. Once awarded, you may begin selling from your Schedule immediately. Federal Schedules, Inc. | An Employee-Owned Small Business 703-709-8700 | http://gsa.federalschedules.com Beginner’s Guide to GSA Schedule Contracts © 9 Getting on the GSA Schedule Should You Seek Outside Assistance The decision has been made – your company needs to hold a GSA Schedule Contract in order to build your federal business. Now the question is: how will you go about obtaining this contract? Consider how quickly you need a GSA Contract, as well as the experience and availability of in-house resources. Is your staff well-versed on federal procurement regulations and the intricacies of the GSA Schedule solicitations? Do you have the ability to devote significant time to proposal preparation, negotiation, and post-award maintenance? In terms of lost time, pulled resources, and missed opportunities, it typically costs a company more in the long run to handle the GSA Schedule proposal process in-house. Before making a decision, consider these core reasons for outsourcing the process of obtaining a GSA Schedule Contract: time/cost, rejection risk, and expertise. Time & Cost Time and cost go hand in hand; the longer your company is without a GSA Schedule Contract, the higher the cost of missed opportunities. Obtaining a contract award is the most time-consuming component of selling to the government. The preparation and negotiation process is incredibly complex. In fact, many businesses will spend a year or more just to develop their proposal. Pulling resources from other priorities, poor negotiations due to lack of experience and prolonged process due to inefficiency are all significant costs associated with obtaining a government contract – GSA Schedule Contracts included. Rejection Risk Beyond costing you time, inexperience can result in errors that cause your proposal to be rejected. According to GSA, 60% of all offers are initially rejected. While you may resubmit your proposal at any time, it is essentially placed “back in line” to undergo the entire review process again. With GSA experiencing an overload in new offers, once your proposal is submitted, you may wait up to twelve months before your offer is reviewed again. If your proposal is rejected, can your company afford the potential loss of business during the time it takes to correct your proposal, resubmit, and await review? Federal Schedules, Inc. | An Employee-Owned Small Business 703-709-8700 | http://gsa.federalschedules.com Beginner’s Guide to GSA Schedule Contracts © 10 Getting on the GSA Schedule Should You Seek Outside Assistance (continued) Expertise A GSA Schedule Contract unquestionably provides your company with a competitive advantage over those without a Schedule, but what advantage do you hold over companies like yours that also hold a Schedule? The development of your proposal – and pricing strategies in particular – will dictate your success and “While I expected outsourcing to provide us ability to compete with other GSA Schedule with the benefits of having someone assist in Contractors. The pricing, terms, and the general administration of the process, I was conditions your company negotiates will serve pleasantly surprised to discover the REAL value as a foundation for your GSA Schedule sales your firm brought to this project — strategy program for a potential twenty years. Too and negotiation expertise.” often companies will spend over a year to secure a Contract Award, only to discover Allen Christy, VP they cannot profitably maintain the pricing Cherokee Nation Government Solutions they have negotiated. The Federal Schedules, Inc. Advantage Preparing a solid proposal that meets GSA standards requires a comprehensive understanding of the GSA Schedule solicitation, as well as an in-depth knowledge of relevant procurement regulations. With over 29 years of experience, a nearly 100% success rate, and over 3,000 contracts awarded, Federal Schedules has mastered the art of proposal development. With company specific information provided by you, Federal Schedules can have your proposal ready for submission within a month. Effective communication with GSA Contracting Officers also plays a key role in getting things done quickly and efficiently. Federal Schedules has worked diligently over the years to develop and maintain positive, working relationships at GSA. We have built a reputation at GSA for submitting strong proposals and facilitating the review process. Beyond saving companies time and money, the value Federal Schedules provides lies in our strategy development and contract negotiation expertise. Our detailed knowledge of discount practices and negotiation procedures is an invaluable asset when it comes to securing the highest profit margins on behalf of our clients. Federal Schedules understands the impact a GSA Schedule Contract will have on your government business. Our seasoned contract professionals take the time to understand your business, listen to your long-term goals, and develop a proposal strategy that will meet these objectives and maximize your contract’s potential. In the end, our services provide the most efficient use of your money, time, and resources. Federal Schedules, Inc. | An Employee-Owned Small Business 703-709-8700 | http://gsa.federalschedules.com Beginner’s Guide to GSA Schedule Contracts © 11 Federal Schedules, Inc. GSA Schedule Contract Services Federal Schedules, Inc. (FEDSched) is the nation’s leading Veterans Affairs (VA) and GSA Schedule Contract expert, delivering on the promise of timely contract awards for our clients. Since 1986, Federal Schedules has assisted thousands of clients — of all sizes and industries — in meeting their GSA Schedule Contract acquisition and management needs. We understand the challenges you face, and our talented staff of contracting professionals have the experience and knowledge required to successfully complete your contract initiatives, while providing valuable insight into positioning your contract for maximum growth within the federal space. Full-Service Assistance to Effectively Secure Your GSA Schedule Contract Award: GSA Schedule Consultation and Strategy Development Our strategic implementation phase is designed to develop a customized approach based upon your company’s goals and objectives for getting a GSA Schedule Contract. Our strategy sessions outline and determine pricing structures and profitability requirements. We determine which products and/or services to offer to the government, as well as what discounts to offer GSA. We help you prepare for the impact of holding a GSA Schedule Contract and review your warranties, guarantees, and other terms and conditions for the products/services to be offered to the government. GSA Proposal Preparation and Submission We have a broad and deep understanding of the industries we serve, and we provide expert proposal preparation on behalf of our clients for all of their GSA Schedule Contract needs. We effectively and efficiently manage the entire application process – from completion of forms for signature to preparation of all representations, disclosures, and price lists. Our experienced team of contracting professionals ensures your proposal is perfect from each of the three critical perspectives: your’s, your buyer’s, and GSA’s. “I have completed my initial evaluation of the proposal and I want GSA Contract Negotiation and GSA Contract Award to compliment you on one of the finest MAS proposals I have received The negotiation phase of your GSA Schedule Contract in over 20 years of doing this.” Award is time-consuming and includes preliminary information clarification, negotiations, final proposal Contract Specialist/Contracting revisions, and contract award. Federal Schedules’ Officer fluency with the award process and our knowledge of GSA Region 3 policy ensures that all relevant information requests are answered promptly, and irrelevant information requests are respectfully declined. We make certain not to divulge any information that is not required and that could impair our ability to negotiate the best terms on your behalf. We serve as the primary point of contact with GSA through the entire process and we negotiate pricing, terms, and conditions in alignment with your organizational objectives and guidelines – keeping you posted every step of the way. Federal Schedules, Inc. | An Employee-Owned Small Business 703-709-8700 | http://gsa.federalschedules.com Beginner’s Guide to GSA Schedule Contracts © 12 Federal Schedules, Inc. Contact Us Whether you have questions regarding the GSA Schedule Contract and if it is right for your business, or would like to discuss our services further and request a quote, please contact us at 800-769-1133 or [email protected]. Follow us on twitter to keep up with the latest news in the government contract industry – http://www.twitter.com/FedSched. Contact Us! 800-769-1133 or [email protected] Federal Schedules, Inc. has specialized in the GSA Schedule Contract since 1986. We provide full-service assistance to obtain and manage GSA Schedule Contracts. Contact us to discuss if the GSA Schedule Contract is right for your business & how we can help! Federal Schedules, Inc. | An Employee-Owned Small Business 703-709-8700 | http://gsa.federalschedules.com Beginner’s Guide to GSA Schedule Contracts © 13 Acronyms Frequently Used in Government Contracting A&E BAFA BOA BPA CAV CCR CICA CO CPARS CPES CSP CTA D&B DAR DAU DBA EEO EISA EIT EO EPA EPLS ESRS FAC FAI FAR FAS FBO FFATA FOSE FPDS FPR FSC Architect and Engineering Best and Final Offer Basis of Award Blanket Purchase Agreement Contractor Assistance Visit Central Contractor Registration Competition in Contracting Act Contracting Officer Contractor Performance Assessment Review System Comprehensive Professional Energy Services Commercial Sales Practices Contractor Teaming Arrangement Dun & Bradstreet Defense Acquisition Regulation Defense Acquisition University Davis Bacon Act Equal Employment Opportunity Energy Independence and Security Act Electronic and Information Technology Executive Order Economic Price Adjustment Excluded Parties List system Electronic Subcontract Reporting System Federal Acquisition Circular Federal Acquisition Institute Federal Acquisition Regulation Federal Acquisition Service Federal Business Opportunities (FedBizOpps) Federal Funding Accountability and Transparency Act Federal Office System Exposition (Annual IT Expo) Federal Procurement Data System Final Proposal Revision Federal Supply Class Federal Schedules, Inc. | An Employee-Owned Small Business 703-709-8700 | http://gsa.federalschedules.com Beginner’s Guide to GSA Schedule Contracts © 14 Acronyms Frequently Used in Government Contracting (continued) FSRS FSS GAO GSA GSAM GWAC HSPD HUBZONE IDIQ IFF ILC IOA JWOD LEED MAS MOBIS NAICS NASA NCHC NCR OCSIT ODC OGP OIG OMB ORCA OSBDU OSHA PBS PIV PPIRS PRC PSC PWS FFATA Sub-award Reporting System Federal Supply Schedule Government Accountability Office General Services Administration General Services Administration Manual Government Wide Acquisition Contract Homeland Security Presidential Directive Historically Underutilized Business Zone Indefinite Delivery/Indefinite Quantity Industrial Funding Fee Irrevocable Letter of Credit Industrial Operations Analyst Javits-Wagner-O'Day Program Leadership in Environmental & Engineering Design Multiple Award Schedule Mission Oriented Business Integrated Services North American Industrial Classification Standard National Aeronautics and Space Administration National Crime History Check National Capital Region Office of Citizen Services and Innovative Technologies Other Direct Costs Office of Government-Wide Policy Office of Inspector General Office of Management and Budget Online Representations and Certifications Application Office of Small and Disadvantaged Business Utilization Office of Safety and Health Administration Public Buildings Services (Federal) Personal Identification Verification Past Performance Information Retrieval System Price Reduction Clause Product and Service Codes Performance Work Statement Federal Schedules, Inc. | An Employee-Owned Small Business 703-709-8700 | http://gsa.federalschedules.com Beginner’s Guide to GSA Schedule Contracts © 15 Acronyms Frequently Used in Government Contracting (continued) QAP QASP RFI RFP RFQ SAM SBA SCA SIC SIN SOW SSQ T&C TAA TEMS USC USDA WAWF WDOL Quality Assurance Plan Quality Assurance Surveillance Plan Request for Information Request for Proposal Request for Quote System for Award Management Small Business Administration Service Contract Act Standard Industrial Classification Special Item Number Statement of Work Schedule Sales Query Terms and Conditions Trade Agreements Act Telecommunication Expert Management Services United States Code United States Department of Agriculture Wide Area Workflow Wages - Department of Labor Federal Schedules, Inc. | An Employee-Owned Small Business 703-709-8700 | http://gsa.federalschedules.com Beginner’s Guide to GSA Schedule Contracts © 16
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