GETTING ON THE GSA SCHEDULE
GSA Schedule Readiness Checklist: What to Prepare Before You Start
Before you open eOffer, confirm that your company has the registrations, track record, financial records, and pricing evidence GSA expects. A well-prepared company saves months of back-and-forth, so this checklist is the best place to start.
What do you need before you start a GSA MAS offer?
Registrations and access
- Active SAM.gov registration with a UEI and correct NAICS codes
- FAS ID with multi-factor authentication
- An authorized negotiator with authority to bind the company
- Access to eOffer
Corporate experience and financials
- At least two years of corporate experience, in general
- Financial statements covering roughly the last two years
- An explanation for any unusual financial events, such as significant losses, liens, or open disputes
GSA evaluates responsibility, so your numbers should tell a coherent story. GSA does not publish a single pass or fail financial ratio, so be cautious about rules of thumb you find in older articles.
Past performance and project experience
- Federal, state, local, or commercial customers who can speak to your work
- CPARS ratings where you have them
- Past Performance Questionnaire contacts who will respond quickly
- Project experience descriptions for SINs that use them
Offering and SIN fit
- A list of what you sell and where each item or service fits in a SIN
- SIN-specific documents, such as certifications or labor category qualifications
- For products, manufacturer information and, where the SIN requires it, verification through the Verified Products Portal or a Letter of Supply. See GSA Letter of Supply.
Pricing evidence
- Your commercial price list and public pricing
- Discount practices for comparable customers
- Recent sales documents that show how you price in practice
- Completed GSA price proposal templates and the Pricing Terms template
The Commercial Sales Practices (CSP-1) format is no longer required, but the underlying records are your best support if the contracting officer asks for it. See GSA Pricing Disclosures and Price Support.
Training
- Pathways to Success, about four hours
- The Readiness Assessment
Operational readiness
- A person or team to handle monthly TDR sales reporting and quarterly IFF remittance after award
- Systems that can produce line-item sales data
- A plan for TAA compliance if you sell products
- A marketing plan, because a contract without one rarely produces orders
How do you know you are ready?
If you can check most boxes above, you are likely ready to begin. If key items are missing, such as two years of experience or organized financials, you may save time and money by fixing them first. Not sure? Talk with TurboGSA for a readiness conversation.
What comes next?
Follow How to Apply for a GSA Contract for the step-by-step process.
Frequently Asked Questions
Checking your readiness before you begin.
Experience, records, and registration
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Is there a minimum revenue requirement to get a GSA Schedule?
GSA does not set a single revenue threshold for offers, but you must show financial responsibility and, after award, meet minimum sales criteria to keep the contract active.
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Can I get a GSA Schedule without past performance?
Past performance or project experience is generally part of the evaluation. Limited paths exist for newer companies in some SINs, so review the current instructions.
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What if my SAM.gov registration is not active?
Fix it first. An inactive or inconsistent SAM.gov record is a common cause of delays.
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Do I need audited financials?
The instructions call for financial statements. For most companies, internal balance sheets and income statements are accepted. If audited financials have been done, then GSA wants to see those. Confirm the current requirement, including any distinction between audited, reviewed, or compiled statements, in SCP-FSS-001.
Take the next step when you are ready
Explore readiness support and the offer preparation process.
Talk through your GSA readiness
Discuss your experience, records, offerings, and pricing with TurboGSA before committing to a full offer.