Assemble Your Offer

Assembling your offer for IT Schedule 70 is a multi-step process that will require work and refinement. The process requires you to gather and fill out documents about your company’s finances, services and products offered, and your company’s business dealings. We’ve broken this section into two steps: You will complete forms we provide to you and you will compile information on your own. Some documents will be completed and uploaded to eOffer as an attachment, and some information will be entered directly into text fields in eOffer.

 

Complete These Forms

Many elements of your offer involve completing templates. We explain why the forms are required and how to complete them below. We include resources for more information when possible.

 

AGENT AUTHORIZATION LETTER (if applicable)

If you have a third party agent, such as a consultant, helping you prepare or negotiate your IT Schedule 70 offer you will need an Agent Authorization Letter. 


document to fill out Agent Authorization Letter template(Solicitation attachment 12)

hold item for future referenceSave this document, you will upload it to eOffer.

 

LETTER OF SUPPLY (if applicable)

If you (the offeror) are not the manufacturer of the product(s) being proposed, you need to provide an acceptable Letter of Supply, which includes commercial product certification, discount to reseller information, trade agreements certification, and price reduction notification.


document to fill out Letter of Supply Template (Solicitation attachment 11)

help resources For more information, see clause I-FSS-644 of the Solicitation.

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PRICE PROPOSAL TEMPLATE

Here you show your products or services’ costs and justify the price you’re offering. This document is used to verify that you are offering your BEST price to the government, what we call your Most Favored Customer (MFC) pricing. Additionally, your MFC’s price must be considered highly competitive and determined to be fair and reasonable for it to be accepted by the GSA. Use information that corresponds with published commercial price lists, such as catalogues, invoices, contracts, etc., to complete the price proposal. 


document to fill out Download the Price Proposal Template (Solicitation attachment 08) and complete in Microsoft Excel.

help resources For more on how to complete the Price Proposal Template, read Section III, Price Proposal of provisions SCP-FSS-001 and SCP FSS-004 within the Solicitation.

hold item for future reference Save the completed Price Proposal Template as well as your supporting documentation. You will upload these documents in eOffer.

SAMPLE LABOR CATEGORY MATRIX

You must provide a detailed position description if your offer includes professional services. This should include functional responsibilities, minimum years of experience, minimum educational/degree requirements, and any applicable training or certification requirements. If you usually substitute experience for education, explain how you calculate it (e.g., five years of experience equates to a BA/BS degree). The Matrix should also include information for three previous contracts that show what you charged for these labor categories.


document to fill out Sample matrix (Solicitation attachment 13)

help resources For more information about the Labor Category Matrix component of the Price Proposal see Section III, Price Proposal of provisions SCP-FSS-001(i)(A) and SCP FSS-004(v)(A) within the Solicitation.

hold item for future reference Save this document, you will upload it to eOffer.
 

Compile This Information

You need to find information about your company and the work you’ve done. After you gather this information, have it ready to upload to eOffer later. Each element you’ll need and what each will be used for is described below.

 

 

FINANCIAL STATEMENTS

Gather your company’s financial statements for the previous two-year period (audited, if available). At a minimum, each financial statement must consist of a balance sheet and income statement. GSA will use this information to ensure that your company is financially stable. Explain any information you disclose that reflects negatively upon your business.


information to provide Gather your company’s balance sheets and income statements for the previous two-year period.

help resources For more information please see Provision SCP-FSS-001 within the Solicitation.

hold item for future reference Save this document, you will upload it to eOffer.
 

SUBCONTRACTING PLAN (if applicable)

You only need to provide this if your business is categorized as a large business, based on the NAICS codes and related size standards that apply to you. GSA expects large businesses under IT Schedule 70 contracts to provide opportunities to small businesses who can perform successfully as subcontractors. The Subcontracting Plan you’ll submit will cover eleven areas detailed in the Federal Acquisition Regulation section 52.219-9(d).


information to provide Small Business SubContracting Plan template(Solicitation attachment 07)

help resources For more information about this plan’s requirements, review the Federal Acquisition Regulation part 52.919.

hold item for future reference Save this document, you will refer to it when filling out information in eOffer. This document needs to be signed, so you will need to download the plan after completing it in eOffer, complete the signature block (page 14 of the sample plan), scan and upload the signed documents as an attachment to your offer.
 

TECHNICAL PROPOSAL

The technical proposal details information and examples of your company’s experience that prove you can provide the products and services you are offering under IT Schedule 70. Your technical proposal must include three narratives that you need to draft, along with the Open Ratings report that you registered for previously. Depending on your Special Item Number (SIN), your technical proposal might require you to submit more documents. A contracting representative will request those documents after he or she has reviewed your offer.


information to provide Draft the following narratives:

 

  1. Corporate experience (10,000 character limit).
  2. Quality control (10,000 character limit).
  3. Depending on the Special Item Numbers you offer, you might have to submit additional narratives. For example, if offering services you will have to submit a narrative describing three relevant projects.

help resources For the specific instructions, see the following provisions in the Solicitation: SCP-FSS-001 and SCP-FSS-004.

hold item for future reference Input your narratives and upload your Open Ratings report in eOffer.
 

PROFESSIONAL COMPENSATION PLAN (if applicable)

You must submit a professional compensation plan for your employees if you are proposing professional services. The plan explains your company policies on salaries and fringe benefits for employees who will work under your contract. Individual compensation disclosure is not required.


information to provide Gather your company’s general compensation practices, often found in an employee handbook.

help resources For more information about this plan’s requirement, review the Federal Acquisition Regulation part 52.222-46. To see if you are required to submit a plan, see the item 22 on the Cover Page of the Solicitation.

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PREVIOUS CANCELLATION/REJECTION LETTERS (if applicable)

Include copies of any cancellation or rejection letters for any previously awarded Schedule contracts that your company has received within the last two years with your offer.


information to provide Gather cancellation or rejection letters from prior GSA Multiple Award Schedule contracts.

help resources For more information please read Section I(iv) of Provision SCP-FSS-001 within the Solicitation.

hold item for future reference Save this document, you will upload it to eOffer.
 

END USER LICENSE AGREEMENTS (EULAS) OR TERMS OF SERVICE (TOS) AGREEMENTS (if applicable)

You must submit the End User License Agreements or Terms of Service. This makes it easier for us to review and negotiate each individual set of terms for compliance with federal law. Agreements must be in an editable format (such as Microsoft Word), and preferably with the portions of the documents that are federally non-compliant already removed. EULAs must be from the manufacturer. If you are the reseller of a product any changes to the EULA must have a signature of approval from the manufacturer.


help resources To help with this process GSA has issued new provisions, which can help reduce the legal risk of incorporating 15 common Commercial Supplier Agreement (CSA) terms and conditions that conflict with or are incompatible with Federal law into GSA contracts.

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COMMERCIAL SALES PRACTICES-1

This is where you describe what you offer to your customers compared to what you are offering GSA. GSA uses this document to verify that you are offering your BEST price to the government or what we call your “Most Favored Customer” (MFC) pricing. GSA’s goal is to obtain equal to or better than your MFC under the same or similar terms and conditions. Depending on your Special Item Number (SIN), we may require you to submit additional documents. We’ll ask for them after we’ve assigned a contracting officer to review your offer. The template linked to in the Next Steps section below includes instructions for supplying this information, which you will enter directly into the eOffer system.


document to fill out CSP-1 Commercial Sales Practices template (Solicitation attachment 09)

help resources For more information about the CSP-1, see Section III, Price Proposal of provisions SCP-FSS-001 and SCP FSS-004 within the Solicitation.

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COMMERCIAL PRICE LIST OR MARKET RATE SHEET

You should have already identified your business’s commercial pricelist while you were preparing your Price Proposal Template. You need this document to help show the prices you provide to your current customers. If you do not have a Commercial pricelist, please provide a Market Rate Sheet. GSA uses these documents to evaluate whether you are providing competitive pricing to the government as well as a price that is better or equal to that of your Most Favored Customer.


information to provide Gather your Commercial Price list of Market Rate Sheet

help resources For more information, read Section III, Price Proposal of provisions SCP-FSS-001 and SCP FSS-004 within the Solicitation.

hold item for future reference Save this document, you will refer to it when filling out information in eOffer.
 

PRICING SUPPORT DOCUMENTATION

You must provide supporting documentation for each product or service you are offering and enter it into the Price Proposal Template. GSA uses this to verify the information you’re submitting is accurate. Examples of types of documentation includes published and publicly available catalogs, price lists, copies of invoices, contracts, quote sheets, etc. There must be a clear and relevant relationship between the supporting document and the proposed price it is meant to support. Each supporting document must be clearly labeled with the name of the corresponding proposed product or service.


help resources For more information, read Section III, Price Proposal of provisions SCP-FSS-001 and SCP FSS-004 within the Solicitation.

hold item for future reference Save this document, you will upload it to eOffer.
 

PRICE NARRATIVE

You must write and submit a detailed price narrative containing information for each of the products or services offered to enable our contracting officer to determine that prices you offer are fair and reasonable. Fair and reasonable means that the prices are highly competitive and the same or better than what you offer your Most Favored Customer (MFC). Explain why your offer might contain pricing that isn’t equal to what your MFC receives or if your offer deviates from the information you’ve provided in the commercial sales practice form.


help resources For more information, read Section III, Price Proposal of provisions SCP-FSS-001 and SCP FSS-004 within the Solicitation.

hold item for future reference Save this document, you will upload it to eOffer.
Last Reviewed 2016-09-26