Presentation is loading. Please wait.

Presentation is loading. Please wait.

Federal Acquisition Service U.S. General Services Administration How to Prepare a Quality GSA Offer July 2010.

Similar presentations


Presentation on theme: "Federal Acquisition Service U.S. General Services Administration How to Prepare a Quality GSA Offer July 2010."— Presentation transcript:

1 Federal Acquisition Service U.S. General Services Administration How to Prepare a Quality GSA Offer July 2010

2 Federal Acquisition Service U.S. General Services Administration 2 GSA Offer Preparation

3 Federal Acquisition Service U.S. General Services Administration 3 Accessing the Solicitations FedBizOpps (www.fbo.gov)www.fbo.gov Search by Keyword financial and business solutions for FABS Search by Solicitation Number FCXB-F B for FABS

4 Federal Acquisition Service U.S. General Services Administration 4 to solicitation

5 Federal Acquisition Service U.S. General Services Administration 5 Links to solicitation filesSolicitation files

6 Federal Acquisition Service U.S. General Services Administration 6 Offer Instructions READ THE ENTIRE SOLICITATION SCP-FSS-002 Specific Proposal Submission Instructions (JUN 2009) Located on Cover Page of Attachment 2 – Solicitation (page iv)

7 Federal Acquisition Service U.S. General Services Administration 7 Required Method for Submitting Offer e-Offer Digital Certificate (eoffer.gsa.gov) Information submitted electronically

8 Federal Acquisition Service U.S. General Services Administration 8 Offer Sections Section I – Administrative / Contract Data Section II – Technical Proposal Section III – Price Proposal

9 Federal Acquisition Service U.S. General Services Administration 9 Section I – Administrative / Contract Data Pathway to Success Certificate Standard Form 1449; Attachment 4 (paper offer only) Vendor Response Document; Attachment 3 (paper offer only) Agent Authorization Letter; Attachment 12 (if applicable) Summary of Offer; Attachment 10 Copy of CCR Record; Copy of ORCA Record; Past two years of companys financial statements Small Business Subcontracting Plan; Attachment 7 (if large business) Previous Cancellation/Rejection Letters Other GSA contract numbers Pending offer(s) and contact information of Contract Specialist(s)

10 Federal Acquisition Service U.S. General Services Administration 10 Section I – Administrative / Contract Data Pathway to Success Certificate: vsc.gsa.gov

11 Federal Acquisition Service U.S. General Services Administration 11 Standard Form 1449 (Paper Offer Only); Attachment 4 Fill in boxes 17(a), 30(a), (b), (c)

12 Federal Acquisition Service U.S. General Services Administration 12 Administrative / Contract Data Cont… Vendor Response Document (Paper Offer Only); Attachment 3 Agent Authorization Letter; Attachment 12 (if applicable) Summary of Offer; Attachment 10 Copy of CCR Record; Copy of ORCA Record;

13 Federal Acquisition Service U.S. General Services Administration 13 Administrative / Contract Data Cont… Past two years of companys financial statements Small Business Subcontracting Plan; Attachment 7 (if large business)

14 Federal Acquisition Service U.S. General Services Administration 14 Administrative / Contract Data Cont… Previous Cancellation/Rejection Letters Other GSA contract numbers Pending offer(s) and contact information of Contract Specialist(s) No brochures, newsletters, elaborate artwork, expensive bindings or other visual presentation aids

15 Federal Acquisition Service U.S. General Services Administration 15 Small Business Subcontracting Plan Goals GSA s Internal Subcontracting Goals 37% - Small Businesses 5%- Women-Owned Businesses 6% - Small Disadvantaged Businesses 5% - Veteran-Owned Businesses 3% - Service Disabled Veteran-Owned Small Business 3% - HUBZone Businesses

16 Federal Acquisition Service U.S. General Services Administration 16 Section II – Technical Proposal Technical Proposal is comprised of four factors: Factor One – Corporate Experience Factor Two – Relevant Project Experience Factor Three – Past Performance Factor Four – Quality Control

17 Federal Acquisition Service U.S. General Services Administration 17 Factor One – Corporate Experience Narrative describing applicable corporate experience (must have provided service for two years) Two-page maximum Number of years providing service(s) –Need at least 2 years for FABS Organizations size, experience, and resources Brief history of activities Internal controls (organizational and accounting) Staffing capabilities Proposed federal marketing plan Discuss subcontractors

18 Federal Acquisition Service U.S. General Services Administration 18 Factor Two – Relevant Project Experience Two project descriptions for EACH Special Item Number (SIN) proposed Four-page maximum per project description Completed within the last two years or base year completed, if on-going Demonstrate performed work is similar to solicited work Customer reference information for each project

19 Federal Acquisition Service U.S. General Services Administration 19 Relevant Project Experience Cont… Narrative shall include: Detailed description of SIN-relevant work Methodology, tools, and/or processes used Demonstration of compliance with laws, regs., etc. Project schedule Similar in scope and complexity Specific experience and/or qualifications Special SIN Requirements

20 Federal Acquisition Service U.S. General Services Administration 20 Project Description Example – Customer Reference Information Section II - Technical Proposal ABC Company, Inc. SIN – Loan Servicing & Asset Management Project 1 – Department of Veterans Affairs – Loan Resolution Project Customer/Client Name:Department of Veterans Affairs Project Name/Contract Number:LRP-1 / VA A Point of Contact:Jane Smith Point of Contact Phone Number:(555) Point of Contact Performance Period:10/1/06 – 9/30/07 Dollar Value of Project:$5,000, Dollar Value of SIN-Relevant Work:$4,425,000.00

21 Federal Acquisition Service U.S. General Services Administration 21 Project Description Sample – Narrative Section II – Technical Proposal ABC Company, Inc. Brief Summary of Project The VA contracted with ABC Company, Inc. to provide an end-to-end solution, from loan origination through the fulfillment of borrower obligations to increase the effectiveness of its loan servicing program. Detailed Description of SIN-Relevant Work Explain in detail the elements of the project which relate directly to the Schedules Statement of Work. Methodology, Tools, and/or Processes Utilized Explain how your firm performed the work.

22 Federal Acquisition Service U.S. General Services Administration 22 Project Description Sample – Narrative Cont… Section II – Technical Proposal ABC Company, Inc. Demonstration of compliance with any applicable laws, regulations, Executive Orders, OMB Circulars, professional standards, etc. ABC Company demonstrated compliance with…. Project schedule (i.e., major milestones, tasks, deliverables), including an explanation of any delays - October 2006 – Began preliminary assessment… - December 2007 – Presented findings…. - January 2007 – Developed implementation strategy…. And so on, and so on…

23 Federal Acquisition Service U.S. General Services Administration 23 Substitution for Corporate Experience If project experience does not exist, the offeror may substitute relevant projects of predecessor companies or key personnel that will be performing major aspects of the work Must provide a project description which clearly identifies the entity or personnel that performed the services

24 Federal Acquisition Service U.S. General Services Administration 24 Factor Three – Past Performance Offerors must order and obtain a Past Performance Evaluation (PPE) from Open Ratings, Inc. (Dun & Bradstreet) Offerors are responsible for payment to Open Ratings ($175.00) Submit completed Past Performance Evaluation AND order form with GSA offer Address Negative Feedback

25 Federal Acquisition Service U.S. General Services Administration 25 Open Ratings Evaluations Cont… Requires at least 4 references (Maximum: 20) Open Ratings will not release a report until it receives at least 4 complete surveys Open Ratings estimates the process to take 20 to 35 days Reports are good for 1 year

26 Federal Acquisition Service U.S. General Services Administration 26 Factor Four – Quality Control One narrative, regardless of number of SINs offered (2-page maximum) Describe internal review procedures Identifies individuals reviewing projects Identifies if subcontractors are used and how offeror ensures acceptable performance Identifies potential problems and solutions Contains procedures for meeting urgent requirements Assures and describes how multiple task orders from the Government can be handled

27 Federal Acquisition Service U.S. General Services Administration 27 Section III – Price Proposal

28 Federal Acquisition Service U.S. General Services Administration 28 GSAs Pricing Goal Obtain Most Favored Customer (MFC) pricing The price analysis GSA does to establish the Governments MAS negotiation objective should start with the best discount given to any of the vendors customers. – GAO

29 Federal Acquisition Service U.S. General Services Administration 29 Section III – Price Proposal Proposal Pricelist Preparation; Attachment 8 Commercial Sales Practices (CSP); Attachment 9 Price Narrative Proposed Escalation (if applicable) Supporting Pricing Documentation Labor Category Descriptions Professional Compensation Plan Uncompensated Overtime Service Contract Act (SCA) Documentation

30 Federal Acquisition Service U.S. General Services Administration 30 Commercial Price List vs. Market Price (FAR 2.101) Commercial Price List: Price included in a catalog, price list, schedule, or other form that is regularly maintained by the manufacturer or vendor, is either published or otherwise available for inspection by customers, and states prices at which sales are currently, or were last, made to a significant number of buyers constituting the general public Commercial Market Price: Current prices that are established in the course of ordinary trade between buyers and sellers free to bargain and that can be substantiated through competition or from sources independent of the offerors

31 Federal Acquisition Service U.S. General Services Administration 31 Proposal Price List Preparation (Attachment 8) SIN(s) proposed Service/Product proposed MFC/Best commercial customer MFC/Best commercial customer price Discount % offered to MFC/Best commercial customer Discount % offered to GSA Prices offered to GSA, excluding Industrial Funding Fee (IFF) Prices offered to GSA, including IFF

32 Federal Acquisition Service U.S. General Services Administration 32 Proposal Price List Preparation Example

33 Federal Acquisition Service U.S. General Services Administration 33 Proposal Price List Preparation Example Cont…

34 Federal Acquisition Service U.S. General Services Administration 34 Commercial Sales Practices Format (Attachment 9) Previous sales information Estimated sales per SIN Discounting policies Deviations from standard commercial practices

35 Federal Acquisition Service U.S. General Services Administration 35 Commercial Sales Practices Format Example ABC Company, Inc , 520-2, ,000,000 10/1/079/30/ , ,000

36 Federal Acquisition Service U.S. General Services Administration 36 Commercial Sales Practices Format (Attachment 9) Cont… If No, explain in Price Narrative If Yes, explain in Price Narrative

37 Federal Acquisition Service U.S. General Services Administration 37 Price Narrative Provide information for the Contracting Officer to determine offered prices are fair and reasonable for each offered service Deviations from CSP State whether prices proposed are based on Commercial Price List or Market Prices Proposed economic price adjustment

38 Federal Acquisition Service U.S. General Services Administration 38 Economic Price Adjustment Based on Commercial Price List: ECONOMIC PRICE ADJUSTMENT – FSS MULTIPLE AWARD SCHEDULE CONTRACTS (SEP 1999) (ALTERNATE I – SEP 1999) –Based on changes in Commercial Price List Based on Market Price: I-FSS-969 ECONOMIC PRICE ADJUSTMENT – FSS MULTIPLE AWARD SCHEDULE (JAN 2002) –Negotiate fixed escalation rate –Based on market indicator

39 Federal Acquisition Service U.S. General Services Administration 39 Price Narrative Example

40 Federal Acquisition Service U.S. General Services Administration 40 Supporting Pricing Documentation Support for EACH proposed service Invoices Contracts Quote sheets Clear and relevant relationship between document and price Document labeled with corresponding labor category or service

41 Federal Acquisition Service U.S. General Services Administration 41 Supporting Documentation Example

42 Federal Acquisition Service U.S. General Services Administration 42 Supporting Documentation Example

43 Federal Acquisition Service U.S. General Services Administration 43 Other Elements of Price Proposal Labor category descriptions Functional responsibilities Minimum years of experience Minimum educational/degree requirements Applicable training/certification requirements Professional Compensation Plan – Clause Uncompensated Overtime – Clause Services Contract Act documentation

44 Federal Acquisition Service U.S. General Services Administration 44 GSA Offer Evaluation

45 Federal Acquisition Service U.S. General Services Administration 45 When We Receive Your Proposal… Offer assigned to Contract Specialist Offers with deficiencies will be rejected Contract Specialist will contact offereror to request clarifications or correction of minor deficiencies Timeframe for response is established Negotiations Final Proposal Revision Award

46 Federal Acquisition Service U.S. General Services Administration 46 Contract Administration Ongoing Process 5-Year Contract with THREE 5- Year Option Periods IFF Sales Reporting Modification Requests Small Business Reporting (eSRS) Contractor Assist Visits Minimum Sales Criteria $25,000 / 1 st 2 years $25,000 / year

47 Federal Acquisition Service U.S. General Services Administration 47 Submitting Your Offer E - Offer

48 Federal Acquisition Service U.S. General Services Administration 48 For Further Assistance Financial and Business Solutions (520) Hotline: (703)


Download ppt "Federal Acquisition Service U.S. General Services Administration How to Prepare a Quality GSA Offer July 2010."

Similar presentations


Ads by Google