Basic Proposal-Offeror Checklist – MAS 81 I B
“Offerors now have the option of submitting an electronic proposal for this Schedule using GSA’s
eOffer System located at http://eoffer.gsa.gov. Detailed instructions can be found at
Offerors are on notice that this is a Standing Solicitation. Offers may be submitted at any time.
Offerors are responsible for submitting offers and any modifications, revisions or withdrawals so as
to reach the Government office designated in the solicitation by the time specified in the
For Paper Proposals:
General Services Administration/FAS
Office Products Acquisition Branch (2QSAB)
26 Federal Plaza, Room 19-128
New York, New York 10278
Attn: Susan Chin – Branch Chief
New Offer – 2FYB-DJ-050008-B
Points of Contact:
Ruth Albert, Contracting Officer – 212-264-3515 or via e-mail at firstname.lastname@example.org
Cassaundra Spann, Contracting Officer – 212-264-0371 or via e-mail at
Maria Paserman, Contracting Officer – 212-264-9576 or via e-mail at
NAICS covered under this solicitation:
326199; 424130; 322211; 423840; 321920; 322221; 333993; 322225; 322299; 322121; 322223;
326111; 423690 and 331315
Please ensure that the following has been completed and included in your proposal package.
Incomplete items and omissions from the below listed items may result in your offer being
1. Please submit a cover page, on your company’s letterhead, with your offer and include your
company’s Taxpayer Identification Number (TIN) and a brief summary of your company’s
2. Offeror must submit a copy of the certificate signifying that one of its current employees, who
is an authorized negotiator for this offer, has completed the “Pathway to Success” training
within the past year. “Pathway to Success” training is available through the Vendor Support
Center website at http://vsc.gsa.gov. Click on the tab “Vendor Training” to access this free,
web-based training. The training session is less than two hours total and covers the major
factors your organization should consider prior to submitting an offer to GSA.
3. Your offer may be submitted either electronically by e-Offer (http://eoffer.gsa.gov) or paper
proposal. The most recent refresh of this solicitation can be viewed on FedBizOpps.
Submissions of previous versions received more than thirty (30) calendar days after the issuing
date of this version will be rejected.
4. If submitting a paper offer, one (1) completed electronic copy (CD) and one (1) completed
paper copy of the schedule’s Vendor Response Document (VRD), GSA Required Documents
and any Optional Documents with two (2) signed and dated copies of the Standard Form 1449.
Do not submit the entire solicitation.
5. If a consultant is being used during or after award, submit an agent authorization letter. An
Agent Authorization Letter template is provided as part of the solicitation attachments.
6. Copy of the completed Past Performance Evaluation Report provided to you by Open Ratings,
Inc. The report must be current within 1 year of your proposal submission date.
7. Registration and current, active status in the Central Contractor Registration (CCR) and the
Online Representations and Certifications application (ORCA). The CCR web site is
www.ccr.gov and the ORCA web site is www.orca.bpn.gov.
8. In order to show financial responsibility, the offeror may submit one or more of the below
Option I: An End of the Year/Fiscal Year Month Balance Sheet, i.e. if your Fiscal Year
ended on December 31, XXXX, please submit a copy of your Balance Sheet for
December 31, XXXX. In addition to the Balance Sheet, please submit a copy of your
previous 12-month period/Fiscal Year Income Statement, i.e. if your Fiscal Year ends on
December 31, XXXX, then you would submit your Income Statement for January 1,
XXXX thru December 31, XXXX.
Option II: GSA Form 527 (Contractor’s Qualifications and Financial information) To
print a copy of the GSA Form 527 follow the instructions below (If you choose to submit
the GSA Form 527, it must be typed, signed and dated.):
b) Under Key Topics, click on Federal Forms
c) Type in GSA 527 in search block
Option III: A Dun and Bradstreet Financial Business Information Report. This report
will include your financial statement information and the financial norms, ratios and
benchmarks. This report can be ordered and paid for by the offeror from D&B at
9. The Proposal Price list spreadsheet must be completed in its entirety. A large Proposal Price
list must be submitted on a CD or other form of electronic media.
10. The offeror must submit information on their prompt payment discount, if any; return goods
policy; and warranty. A template form within which to include this information is provided as
a solicitation attachment.
11. Offerors must submit the name(s) of their Distributor(s) and Letter(s) of Supply. A Letter of
Supply Template is provided as part of the solicitation attachments.
12. All firms submitting proposals must complete the CSP-1 Commercial Sales Practice Format in
its entirety. Complete the Name of Offeror and SIN(s). Please specify Product Discount(s)
Offered: Include Basic, Quantity, Prompt Payment, and Credit Card discounts, if they apply.
Supporting documentation needs to be provided for the CSP-1. Please provide three (3) Most
Favored Customer high volume invoices for the previous three (3) months for the
products/services you are offering. Any additional sales information showing the potential
demand for these products/services is acceptable.
Item #1: Show total annual sales, all sales – commercial and government, during the last 12-
month period or the offeror’s last fiscal year. Include beginning and ending date of last 12
month period or last fiscal year.
Item #2: Show total projected annual sales to the Government under this contract for the term
of the contract, if awarded.
Item #3: Select Yes or No.
Item #4a: Completion of each column is required. Provide a customer or list of customers
that satisfy the Most Favored Customer category and include the Customer(s), Discount,
Quantity Volume, FOB Term (whether Destination or Origin), and Concessions.
Item #4b: Select Yes or No. If selecting Yes, an explanation, in accordance with the
instructions under the CSP-1, Figure 515.4-2 will be required.
Offerors must submit a Letter of Compliance-Acknowledgement of Exclusions, on their
company’s letterhead, with their proposal, acknowledging that they will comply with the
exclusion(s)/requirements mentioned below and describing what kind of blocking system they will
have in place under their order entry system for the following (a Letter of Compliance Template is
provided as part of the solicitation attachments):
Products which are not in compliance with Clause 52.225-5 - Trade Agreements can not be
offered under the MAS Program. Review the clause for a list of Designated Countries under
the section titled “Definitions”. The link is provided below. Products from countries not
listed in the above clause will not be accepted if listed in the Proposal Price list. Removal of
those items will be required.
All products, which have been determined to be essentially the same as items available under
the AbilityOne (formerly JWOD) program, shall not be listed in the Proposal Price list. A
core product list and cross-reference files (commercial to AbilityOne products) are accessible
EPA Comprehensive Procurement Guidelines (CPGs)
The offeror shall acknowledge and certify that the products applicable under the EPA CPG for
recovered and post-consumer materials offered under this proposal meet or exceed the
minimum content levels established under the Comprehensive Procurement Guidelines
(CPGs) program managed by the Environmental Protection Agency (EPA).
If the products being offered meet or exceed the minimum content levels established under
the Comprehensive Procurement Guidelines (CPGs) program then the offeror must furnish
proof in the form of a copy of the certification from the manufacturer/supplier or a copy of the
environmental organization’s certification in order for you to be allowed to display the
appropriate environmental attributes. The percentage of the recovered materials and post-
consumer materials must also be shown on the Proposal Price List under the EPA CPG
column. Per clause 552.238-72 (c) (2)(iv), the CPG compliance icon may be used in GSA
Advantage to identify CPG compliant products only if these products meet or exceed the EPA
recommended minimum recovered materials and post-consumer materials levels shown on
the above CPG website. These items should also be identified in the offeror’s printed
commercial catalogs, brochures, price lists and online product website.
If a product is not available that meets or exceeds the EPA recommended minimum recovered
materials and post-consumer materials levels, then the product must be identified in the
Proposal Price list under the EPA CPG column as containing the maximum recovered
materials and post-consumer materials content levels practicable based on market availability.
Specifically, show the percentage of the total recovered material and, if applicable, the
percentage of post-consumer material content. Refer to clause 52.223-9 Estimate of
Percentage of Recovered Material Content for EPA-Designated Products. If products are not
subject to the CPG guidelines, then show N/A. Refer to CPG website at
The EPA maintains a list of EPA-designated products in their CPGs to provide Federal
agencies purchasing recommendations on specific products in several Recovered Materials
Advisory Notices (RMANs). Each RMAN contains recommended recovered and post-
consumer material content levels for the specific products designated by EPA (40 CFR part
247 and EO 13423: Strengthening Federal Environmental, Energy, and Transportation
Management). Visit the CPG web site at http://www.epa.gov/cpg to view the current list of
products that must comply with Comprehensive Procurement Guidelines (CPGs). Also, CPG
supporting documentations and background information (such as RMANs) can be found at
Products offered under this contract that have environmental attributes, such as recovered
materials, must be appropriately identified as required by General Services Acquisition
Regulation (GSAR) 552.238-72, Identification of Products that have Environmental Attributes.
In addition, the Federal Trade Commission (FTC) issued Guides for the Use of
Environmental Marketing Claims (16 CFR part 260). These guides address environmental
marketing and advertising practices. The FTC Guides for the Use of Environmental
Marketing Claims can be found at
Regarding Product Substitutions:
No product(s) shall be substituted unless specifically approved by the ordering office. If an item is
in backorder, the contractor shall contact the customer for further instructions prior to order
Regarding Post-award actions:
One of the solicitation attachments is labeled “Post-award Document “How To Request a
Modification Including Post-award Spreadsheets”. Post-award Exhibit Spreadsheets 1 and 2 are to
be used when requesting to (modify) Add or Delete items from an existing contract. Exhibit 3 is to
be used when requesting to increase or decrease prices from an existing contract. Requests for
price increases must be submitted 30 days prior to their effective date of the increase.
Modification requests must be submitted on the contractor’s letterhead stating the type of action
that is requested. The contractor shall obtain the Contracting Officer’s approval before
transmitting these changes (uploading) into the Schedules Input Program.