Pinnacle Training Partners
Consultant: Dana Whitfield · Opened Jan 15, 2025
Application progress
Onboarding
Onboarding & Kickoff
Documents
Document Collection
Preparation
Offer Preparation
Review
DKA Internal Review
Submitted
Submitted to GSA
Clarifications
GSA Clarifications
- 7
Awarded
Awarded
Document completion
14 approved · 0 outstanding · 14 total
Corporate & Legal
SAM.gov Registration
RequiredActive System for Award Management registration with UEI and CAGE code.
sam_2025.pdf
Articles of Incorporation
RequiredFormation documents establishing the legal entity.
articles_2025.pdf
FAS ID / Digital Certificate
RequiredCredentials required to access GSA eOffer / eMod systems.
fasid_2025.pdf
Financial
Financial Statements (2 Years)
RequiredBalance sheet and income statements for the two most recent fiscal years.
financials_2025.pdf
Commercial Sales Practices (CSP-1)
RequiredDisclosure of commercial pricing and discounting practices.
csp_2025.pdf
Pricing & Technical
Commercial Price List
RequiredPublished catalog / price list supporting proposed GSA pricing.
pricelist_2025.pdf
Labor Category Descriptions
RequiredTitles, qualifications, and rates for each proposed labor category.
labor_2025.pdf
Pricing Narrative & Discount Structure
RequiredExplanation of proposed GSA pricing and discount relationship to commercial.
pricing_narrative_2025.pdf
Past Performance
Past Performance References
RequiredAt least three relevant projects completed in the last two years.
past_perf_2025.pdf
Past Performance Questionnaires
RequiredOpen Ratings / PPQ evaluations from clients or an approved assessment.
ppq_2025.pdf
Compliance
Pathway to Success Certificate
RequiredCompletion certificate for the required GSA Pathway to Success training.
pathways_2025.pdf
Readiness Assessment Training
RequiredCompletion of the GSA Readiness Assessment prior to submission.
readiness_2025.pdf
Subcontracting Plan
If applicableRequired for large businesses expecting more than $750K in federal sales.
subcontracting_2025.pdf
Small Business Certifications
If applicableSBA 8(a), WOSB, SDVOSB, or HUBZone certifications, if applicable.
certs_2025.pdf
Stage control
Client details
- Primary contact
- Sarah Kim
- skim@pinnacletp.com
- Phone
- (512) 555-0139
- UEI
- PT8K3RLMV447
- CAGE
- 4Q9J2
- NAICS
- 611430
- Est. value
- $2.2M
- Target submission
- May 1, 2025