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Your Stairway to Success

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Your Stairway to Success. How to be a Successful Contractor. Welcome! Congratulations! You are GSA's 'Face' to Customer. Multiple Award Schedules. Over 11,000 ... – PowerPoint PPT presentation

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Title: Your Stairway to Success


1
Your Stairway to Success
  • How to be a Successful Contractor

2
Welcome!
  • Congratulations!
  • You are GSAs Face to Customer
  • Multiple Award Schedules
  • Over 11,000 contracts
  • Competition is fierce
  • Success is our mutual goal
  • Step-by-step Guide

3
The Steps to Success
  • Step One Understanding Contract Requirements
  • Step Two Marketing Your Business
  • Step Three Teaming to Propose a Total Solution
  • Step Four Stepping Out From the Crowd
  • Step Five Reporting Required Information
  • Step Six Caring for Your Contract
  • Step Seven Getting the Support You Need
  • Step Eight Reaping the Rewards!

4
STEP ONE
5
Understanding Contract Requirements
  • Important Contacts for Success
  • Procurement Contracting Officer (PCO)
  • Administrative Contracting Officer (ACO)
  • Industrial Operations Analyst (IOA)
  • Vendor Support Center (http//vsc.gsa.gov)
  • MAS Helpdesk (MAS Helpdesk_at_gsa.gov)
  • U-MAS Virtual Campus
  • (http//apps.fss.gsa.gov/umas)

6
Your Passport to Government Agencies
  • GSAs Strength
  • Identifying Customer Needs
  • Satisfying those needs through industry partners
  • Contract Price Lists
  • Your catalog
  • Customers rely on it
  • Mandatory IAW Clause I-FSS-600

7
Price List Format
  • Contract items awarded and associated pricing
  • Labor categories and descriptions
  • Geographic coverage (delivery area)
  • Points of production
  • Discounts from the list prices or statement of
    net prices
  • Volume Discounts
  • Prompt Payment Terms
  • Acceptance of the Government commercial credit
    card
  • Foreign items offered
  • Delivery terms
  • Expedited delivery
  • Reference Clause I-FSS-600 of your contract

8
Identifying Your Terms and Conditions
YOUR FACE TO THE CUSTOMER
9
STEP TWO
10
Marketing Your Business
  • Distributing Your Price List
  • Maximize Your Web Presence
  • GSA Advantage! and e-Buy Benefit
  • How to Identify Customers
  • How to Find Government Customers
  • Small Business Opportunities
  • GSA Marketing Partnership
  • GSA Logo Identifiers
  • Government Advertising Opportunities
  • MarkeTips

11
Distributing Your Price List
  • Print and Widely Distribute
  • GSA Provided Mailing List of Customers
  • Send Out Contract Price Listor
  • Self-Addressed, Stamped Envelope
  • Make surePrice List conveys
  • You are Interested in their Business
  • Convenient Ways to Contact You.
  • Familiarize Yourself with Peak Buying Times

12
Maximize Your Web Presence
  • Your web site address on the Front of you price
    list.
  • Web Address that sends customer to GSA contract
    information
  • Provide Links through GSA Advantage!
  • WOW your customers.
  • Make the most of your contract!

13
The GSA Advantage! Benefit
  • Post your Price List to GSA Advantage!
  • Provides online access to thousands of customers
  • Official Federal source for government
    purchasing.
  • Link your company web site so that customers can
    easily toggle back and forth to your site.
  • Your responsibility to keep GSA Advantage!
    information current, accurate and complete.
  • Make customers feel welcome.

14
Benefits of GSA Advantage!
  • Government Uses GSA Advantage! to
  • Search for Items/Services/Suppliers
  • Perform Market Research
  • Compare Features, Prices, and Delivery
  • Place Orders
  • Contractors Use GSA Advantage! to
  • Research competition
  • Review Marketplace
  • Research valuable on-line information
  • Sell to the Federal marketplace

15
Benefits of e-Buy
  • Program dedicated to bringing customer and
    contractor together
  • Allows customer agencies to maximize buying power
  • Allows customer to leverage power of Internet
  • Assists customer in making best value purchase
    decisions
  • RFQs visible to all schedule contractors
  • Great market research tool

16
Identifying Customers by Name
  • Procurement Contracting Officers (PCOs) key
    part of process ensuring proper implementation
    and formulation of task order
  • End Users actual recipient of product or
    services
  • Program Managers typically the visionary

17
How to Find These Customers
  • Primary Tool Market Research
  • Federal Procurement Data systems (FPDS)
  • FedBizOpps (FBO)
  • DoD Business Opportunities (DoDBusOpps)
  • Federal Yellow Book Mailing List
  • Military Installations
  • Professional Housing Management Association
    (PHMA)
  • Small Business Opportunities
  • Procurement Marketing and Access Network
    (Pro-Net)

18
GSA Marketing Partnership
  • Offered by Office of Marketing and Business
    Development
  • Help strengthen the success of FSS Schedule
    contractors
  • Provides news/information aout FSS Program
    Enhancements, Shows, Expos and other
    opportunities
  • Marketing web site provides volumes of valuable
    information

19
GSA Logo Identifiers
  • FSS Identifier
  • GSA Smart Pay
  • GSA Advantage!
  • Reference GSAR 552.203-70, Restrictions on
    Advertising

20
Government Advertising Opportunities
  • Military Times (www.militarycity.com)
  • Armed Forces Journal (www.afji.com)
  • Stars Stripes (www.stripes.osd.mil)
  • Government Executive (www.govexec.com)
  • MWR Today (www.imcea.com)
  • MarkeTips (http//apps.fss.gsa.gov/pub/marketips.c
    fm)

21
STEP THREE
22
Teaming to Proposea Total Solution
  • What if the job is too big for me?
  • What is a GSA Contractor Team Arrangement?
  • What are the Benefits of a GSA Contractor Team
    Arrangements?
  • Website (http//www.gsaelibrary.gsa)

23
STEP FOUR
24
Stepping Out From the Crowd
  • Ordering Procedures
  • Eligible Users of GSA Sources of Supplies and
    Services
  • Helpful Hints when selling to Federal
    agencies

25
Ordering Procedures
  • Who is eligible to use GSA sources of supplies
    and services?
  • Authorized Users ADM 4800.2E
  • www.fss.gsa.gov/schedules
  • Click on Ordering From GSA Schedules
  • Go Eligibility to use GSA Schedules

26
A Few Helpful Hints
  • Obliged to Accept Orders Below Maximum Order.
  • Maximum Order Threshold identified in schedule
  • Not a ceiling. Can accept order above
  • Allows additional discounting
  • Clause 52.216-19 for more info on Maximum Orders
  • Not obliged to sell to agencies outside of
    Executive Branchencouraged to do so
  • Obliged to accept purchase card orders up to
    2,500.
  • Allowed to offer one-time spot discounts to be
    more competitive exclusive of most favored
    customer

27
STEP FIVE
28
Reporting Requirements
  • Required Reports
  • Reporting GSA Schedule Sales
  • Paying the Industrial Funding Fee
  • Technological Advances to Make Remitting Fees
    Easier
  • Reporting Subcontracting Progress

29
What? Where? When?
  • Affirmative Action (EEO-1) Contracting
    Agency Annually
  • NLT 3/31
  • IFF (Indust. Fund. Fee) GSA Quarterly
  • Sales GSA Quarterly
  • Subcontracting (SF-294) PCO/ACO SBA 4/30
    10/30
  • Subcontracting (SF-295) PCO/ACO SBA 10/30
  • VETS 100 Veterans Admin. Annually
  • NLT 9/30

30
Reporting GSA Schedule Sales
  • Critical Piece of Relationship
  • Contractor Assistance Visits (CAV)
  • Aimed at making sure you succeed
  • Verifies establishment and maintenance of a good
    system to isolate and track GSA sales
  • Makes reporting easier
  • Secure web site for reporting MAS sales
  • http//vsc.gsa.gov Click on 72A Online System
  • Sales Reports must be submitted quarterly by the
    end of April, July, October and January
  • If no sales occur on your contract, you are still
    responsible to report zeros

31
Paying Industrial Funding Fee
  • Fee is included in the purchase price of the
    product or service procured
  • Extremely important
  • Proper identification be provided on check
  • Assure proper credit is given for payment
  • Must follow instructions in IFF clause and
    provide the following
  • Contract Number(s)
  • Report Amount(s)
  • Report Period(s)
  • Multiple Contracts or Report Periods
  • Specific amounts to be allocated must be included
    on the check
  • Check out the Vendor Support Center web site at
    http//vsc.sa.gov or call (877)495-4849 or
    (703)305-6235

32
Technological Advances for Remitting the FEE
  • IFF Online New electronic payment mechanism
  • Became available October 2002
  • Eliminates the expense and inconvenience of
    processing paper checks
  • Eliminates delays and uncertainty of mail
    deliveries
  • Eliminates the post-payment stress of incorrect
    payment amounts or incorrect allocation of
    payments
  • Register with GSA Vendor Support Center
    http//vsc.fss.gsa.gov

33
The BIG Question???Is it a Schedule Sale?
  • When any one or more of the following common
    indicators is evident
  • The GSA Contract Number is on the PO or Task
    Order
  • The ordering info and terms are the same as your
    GSA contract
  • The customer contacted you through GSA Advantage!
    or e-Buy
  • The good or service is on your GSA Contract
  • The customer pays with the Government purchase
    card
  • The pricing is at or below the schedule price
  • The order is over the micro-purchase level
    (2,500) and there is no indication of any other
    procurement vehicle being used

34
If it walks like a duck, talks like a duck and
looks like a duck
35
Reporting Subcontracting Progress
  • Large business needs to report progress on their
    subcontracting goals
  • Subcontracting Reports
  • SF 294, due 4/30 and 10/30
  • SF 295, due 10/30
  • Originals go to PCO (or ACO, if delegated)
  • Copies to SBA
  • Vendor Support Center web site for future Online
    IFF Reporting
  • Commercial Products Plan
  • Individual Contract Plan
  • Individual Contract Plan Incorporating Master Plan

36
STEP SIX
37
Caring for Your Contract
  • Important Definitions
  • Name Change/Novation
  • Address Change
  • Adding New Items and Price Adjustments
  • When GSA Requests Changes
  • Canceling Your Contract

38
Important Definitions
  • Solicitation
  • Any request to submit offer or quotes to the
    Government
  • Amendment
  • Any change to the terms and conditions of a
    solicitation or Request for Quotes
  • Modification
  • Any written change in the terms and conditions
    of a contract, either unilateral or bilateral

39
Name Change/Novation
  • Undergoing a name change/novation
  • Company being bought or sold
  • Notify your PCO immediately for guidance and
    required paperwork
  • FAR Part 42.12, Change of Name and Novation
    Agreement Documentation

40
Address Change
  • Every Contractor has a Dun and Bradstreet number
    (DUNS) to participate under GSA Schedules
  • The DUNS number is tied to your address
  • If you move, you must notify your PCO and Dun and
    Bradstreet for proper contract administration,
    or you may get lost in the system
  • Go to www.dnb.com for more information
  • Regular maintenance of your DUNS info is very
    important.
  • Check Every 30 days

41
Price Adjustments and Adding New Items
  • Bone up on the requirements of Clause 522.216-70,
    Economic Price Adjustment and 552.243-72,
    Modifications
  • You will have to negotiate these modifications
    with your PCO
  • Check the Economic Price Adjustment Clause for
    pricing caps, time limitations and procedures.

42
Price Adjustments and Adding New Items
  • For Products
  • Copy of new commercial catalog
  • Relevant invoices, purchase orders, contracts, or
    other substantiating documents for new price
  • Effective date for commercial customers
  • The most favored customer
  • Product testing
  • For Services
  • Copy of new commercial catalog or pricelist or
  • Relevant invoices, purchase orders, contracts, or
    other substantiating documents for new pricing.
  • New labor categories (including definitions and
    qualifications)
  • The most favored customer

43
Changes
  • GSA periodically refreshes contracts
  • To update terms and conditions
  • New clauses may be required
  • Old clauses may be obsolete
  • No limit on number of amendments or modifications
  • Allows everybody to compete on same terms and
    conditions
  • May be exercising our option to renew your
    contract
  • Read all documentation and comply with timing
    requests
  • Talk directly with the person initiating the
    change for clarifications and questions.
  • Ask us about CAsI (Contractor Assessment
    Initiative)

44
Cancellations
Both you and the Government have the right to
cancel your contract with 30 days notice and
walk away free and clear.
  • Your Reasons
  • Change in corporate structure
  • Change in business direction
  • Low Annual sales
  • Not profitable to your company to maintain
  • Government Reasons
  • Violations of contract terms and conditions
  • Non-compliance with contract deliverables
  • Government no longer has a need for
    products/services
  • Low Annual Sales

45
STEP SEVEN
46
Getting the Support You Need
  • Your Rights in the Face of a Disagreement
  • First Step should be
  • Try to iron-out your differences with agency CO
  • If that doesnt work
  • Use Alternative Disputes Resolution (ADR), as
    provided in FAR 33.214 (www.arnet.gov/far)
  • Schedules E-Library (www.gsaelibrary.gsa.gov)
  • Complete Federal Supply Schedule information
  • Updated daily to ensure access to latest schedule
    and contract information
  • Great tool for researching competition or finding
    Teaming Partners

47
STEP EIGHT
48
Reaping the Rewards!
  • How Do I Get Paid?
  • Establishing a Merchant Account to Accept the
    Government Purchase Card

49
How Do I Get Paid?
  • Payment on a MAS contract is similar to your
    commercial invoicing practices
  • Depends on actual task order BPA terms
  • DoD Payments are made by the Defense Finance
    and Account System (DFAS)
  • Must be registered in the Central Contractor
    Registration (CCR) system www.ccr.gov
  • Provides links for helpful information
  • Registration is good for one year
  • Must update this registration at lease once every
    365 days
  • DFAS will only pay you if your registration is
    current
  • DFAS Homepage www.dfas.mil

50
How Do I Get Paid?
  • Civilian Agencies
  • Best BetVendor Express
  • An electronic funds transfer program to make
    direct deposits to your bank
  • Eliminates potential loss of paper checks
  • Much faster !
  • Department of Treasury web site
    http//www.treas.gov
  • Re your rights when offering prompt payment
    discounts
  • Re charging interest if a payment is late
  • Lots of other helpful information
  • Electronic funds Transfer (EFT) or Vendor Express
  • www.fss.gsa.gov Selling to the Government,
    then Vendor Express

51
Establishing a Merchant Account to Accept the
Government Purchase Card
  • What is a merchant account?
  • Provides greater assurance that youll get paid
  • Merchant account costs vary depending on
  • Type of business and product/service sold
  • Credit worthiness of the applicant
  • How business is transacted (number, type, and
    size of transactions
  • Fees include discount between 1.45 and 4
  • Enables you to process credit card transactions
  • Shop Around! Bank charges vary.

52
Enjoy Your Success!
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