The following depicts a Formal List of Tips (Checklist) provided me by the CO when I was in the initial stages of preparing my GSA Schedule-69 proposal.It is for reference only and will most likely vary depending on the applicable Schedule.You may want to request something similar, if the CO will provide it, to assist in ensuring all requirements are met. This is just as I received it.

Paul Sr.

GSA/FSS/Mr. Will B. Help, Contracting Officer(123) 456-7890

TIPS Schedule 69:this is a checklist of some of the most important support information needed to review your offer: Send the completed entire solicitation (signed and dated) along with:

1. COMMERCIAL SALES PRACTICES FORM (CSP-1) PAGEYou must indicate FOR EACH sin PROPOSED:

Section1 and 2:

· Commercial Sales Revenue figures- actual for current FY,

· Projected sales to the Federal Government next FY(based upon actual open market Federal Government sales if you have had any)

· If some of or all of your sales last year were federal government, then indicate what percentage or dollar value was Government Sales Revenue (actual for current FY)

Section 3:

· Please list your most favored classes of commercial customers & discounts given, if any.

· Any Deviated Discounts to Commercial Customers, please explain:

· % of your overall sales that are the result of special concessions.

· List customers that receive your best discounts and/or concessions.

  1. SUBMIT A DATED COMMERCIAL PRICE LIST. If you do not have a published commercial price list, provide an internal rate sheet or price sheet that would be given to Commercial customers ( with effective date).
  2. SUBMIT A PROPOSED GSA PRICE LIST-All pricing must be FOB Destination. Indicate scope: 48 states, 50 states, worldwide?
  3. PAST PERFORMANCE DATA: You must order a Past Performance Report from Open Ratings. Have Open Ratings address report to: [email protected]. For HR/EEO, in addition, return reference lists/have customers send ratings sheets directly to GSA. Call Open Ratings to order a Past Performance Report 727-329-1184
  4. Register at http://orca.bpn.gov/. File your"reps and certs" in this database.
  5. Register in the CCR database at http://www.ccr.gov/
  6. For HR/EEO : Include Company profile that evidences experience. For HR/EEO,include resumes of principle investigators and case managers.Updated training certificates for all investigators are required. (see MD 110)

    Note:HR/EEO Offerors--- Please address ALL Technical Factors in writing for each SIN proposed.
  7. REPRESENTATIONS & CERTIFICATIONS- this section must be completely filled out and also electronically in ORCA (see above)
  8. Key ID Items: Duns Number , Authorized Negotiator, Business Size,

    E-mail address of principle negotiator of company (not consultant)
  9. ACKNOWLEDGEMENTS:indicate in your submission:

a. Dun & Bradstreet Number

b. That you understand that the .75% IFF fee is mandatory.

c. That you understand that you must accept Government Credit Card for payment up to the $2500 threshold.

d. All prices are F.O.B Destination

e. Show evidence that you have registered in the CCR database at http://www.ccr.gov/

  1. FINANCIAL REVIEW

Please fill out completely theGSA Form 527 and return with your offer or

Please order a Dun & Bradstreet Comprehensive (Insight) Financial Report and submit one or the other.You may download form 527 from www.gsa.gov

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Please Note: This is not a comprehensive checklist. You are required to read the solicitation and provide all information that is applicable to your company.