Small Business Office An Overview - PowerPoint Presentation

Slide1

Small BusinessOffice An Overview

Dr. Jeanette Robinson, DrPH, PhDAFLCMC Small Business OfficeDeputy Director HI/AFSAC

AFLCMC/SB Slide2

MISSION OF BES

ORGANIZATION

CURRENT EFFORTS

Do’s and Don’ts

OVERVIEW

AFLCMCSlide3

3Small Business Programs

Small Business (SB)

Definition

A small business concern

is a firm that is

independently owned and operated,

not dominant in the field of operation in which it is bidding, and

qualified

as a small business

under certain criteria and size standards

.

Eligibility

Must not exercise a controlling or major influence on a national basis in a kind of business activity in which a number of business concerns are primarily engaged

Must be small (including

its affiliates)

under the North American Industrial Classification System (NAICS) for a specific industry

References

Federal Acquisition Regulation (FAR) Part 19 and FAR 2.101

Small Business Administration Small Business Size Standards (tied to NAICS) and 13 CFR 121

SBs

SELF CERTIFY in the System for Award Management (SAM)Slide4

4Small Business Programs

Small Business (SB)

Go to

www.sam.gov

to see if a company is small under any of its NAICS codesSlide5

5Small Business Programs

Small Business (SB)

Because the system is sensitive to exactly how a company name is written, it is often easier to search by DUNS Number or CAGE Code. Also, some companies have multiple DUNS Numbers, so this is more likely to get you to the entity you want.Slide6

6

Small Business Programs

Small Business

(SB)

Click on “Reps & Certs” in the left menu bar to see if the company is small under any of its NAICS codes. Some of your colleagues may refer to this as “ORCA,” as this is the legacy system that used to contain this information.Slide7

RESPOND TO REQUESTTo help the Air Force Small Business Office review potential set-asides, you must prepare your responses accordingly. If you do not respond to our request for information (RFI’s) and sources sought, we do not know about your capability.You must inform the Small Business Offices and Program Teams that there are enough companies with capabilities to have a good, competitive RFP process. Slide8

Small Business Office InitiativesSeeking New Ways to Improve Beyond AF GoalsMarket research data, Quad Charts, knowledge and tools to better support strategic sourcing and increasing leadership awareness of small business capabilities and contributions. Continuously Seeking New Capability Statements and Innovative Ways to Showcase Capabilities from Small Business IT Contractors Educating and Updating Contractors Daily on our Program Needs to meet the AF mission.Small Business Office holds Teleconferences and meetings (Daily). 

Provide Conference Presentations, Guides and training Slide9

Set-Aside Statutes/Regulations9The “rule of two” is that contracts above the Simplified Acquisition Threshold (SAT) can be “set aside” for participation by SBs (or any socioeconomic group for which contracts can be set aside) if the CO has reasonable expectation:

of offers from at least two SBs (offering their own products/services or products of other SB concerns) or at least two SBs within one of the socioeconomic groups we will discussthat award will be made at fair market price FAR 19.502-2

For R&D set-asides, there must also be a reasonable expectation of obtaining best scientific and technological sources from SBs.Slide10

Categories/Set-Asides10Small BusinessService Disabled

Veteran-Owned SB8(a)

Small Business

HUBZone

Small Business= May Use Set-Aside Woman-Owned

Small Business

Economically

Disadvantaged

WOSB

Who Has Priority?Slide11

8(a)Categories/Set-Asides

11

Small Business

Service Disabled

Veteran-Owned SB

HUBZone Small Business= May Use Set-Aside

Woman-Owned

Small Business

Economically

Disadvantaged

WOSB

Who Has Priority?

8a’s have priority over the other

Socioeconomic groups. Slide12

Small Business Programs8(a)Business Development Program FAR Subpart 19.8EligibilitySmall business based on the North American Industry Classification System (NAICS) size standardsAt least 51 percent owned and controlled by a US citizen(s) determined to be socially

and economically disadvantaged*Note: Separate eligibility requirements exist for businesses that are owned by American Indians, Native Alaskans, and Native Hawaiians

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Small Business Programs8(a)Business Development Program FAR Subpart 19.88a Eligibility LengthSBA CERTIFIES 8(a)s for Nine YearsCompanies certified into the 8(a) program are expected to exit from the program in 9 years:Phase 1: Developmental Stage (4 years)

Phase 2: Transition Stage (5 years)*Various Fair Opportunity IDIQ Contracts allow “overall” performance of the contract versus individual task orders (Example: NETCENTS)

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Small Business Programs8(a) Business Development ProgramTYPES OF 8a Awards:Directed 8a Competitive 8aDirected 8a:Contracting Officer can award a Sole Source Award to an eligible 8a Company for Acquisitions up to $4.0M for products/services and up to $6.5M for Manufacturing

Once the Contracting Officer has made a determination, the acquisition must be offered to, and accepted by the Small Business Administration (SBA) into the 8(a) program; the

SBA is the prime on the contract. Note: Once an acquisition is 8(a), that procurement remains

in the program unless/until it is released by the SBA

.

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Small Business Programs8(a) Business Development ProgramTYPES OF 8a Awards:Competitive 8aShall be competitive if exceeds $6.5M for manufacturing or $4.0M for all others, and expect two or more 8(a) offersThe SBA will confirm if the SBA dynamic search is up-to-date. Always check with your SBS or PCR to confirm.

Note: Once an acquisition is 8(a), that procurement remains in the program unless/until it is released by the SBA. Contracting Officer must go through proper channels to do this.15Slide16

Small Business ProgramsTribally-owned 8(a)s, Native Hawaiian Organizations (NHOs), and Alaska Native Corporations (ANCs)Special exceptions exist within the 8(a) program, including:The competitive threshold for 8(a)s owned by Indian Tribes, NHOs and ANCs is currently $20M, and awards can be sole sourced to them below that amount, if the SBA has not accepted the requirement into the program as a competitive procurement in the past. Over $20M, a J&A is required for a sole source to such companies.Indian Tribes, NHOs and ANCs may own multiple 8(a) firms, as long as they do not own multiple 8(a)s in the same primary industry at the same time.

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17Small Business Programs

Woman-Owned Small Business (WOSB) and

Economically Disadvantaged WOSB (EDWOSB)

FAR

Subpart 19.15

Eligibility Criteria for a Woman-owned Small Business (WOSB):Small according to SBA Size Standards

At least 51 percent owned by one or more women who are U. S. citizens

Woman must manage day-to-day operations and make long-term decisions

Woman must hold highest officer position & work full-time for the business during normal working hours

APPROVED THIRD PARTIES MAY CERTIFY WOSBs or

WOSBs MAY SELF-CERTIFY

Note

: This

program is tied to specific NAICS codes

Documentation verifying

eligibility must be in WOSB Program RepositorySlide18

18Small Business Programs

Woman-Owned Small Business (WOSB) and

Economically Disadvantaged WOSB (EDWOSB)

Eligibility Criteria for Economically

Disadvantaged Woman-Owned Small Businesses (

EDWOSBs) [in addition to those on the previous slide]:

Personal net worth less than $750

K

Adjusted Gross Income averaged over 3 years is $350K or less

Fair market value of assets is $6M or less

Note

: EDWOSBs

automatically qualify as WOSBs

APPROVED

THIRD PARTIES MAY CERTIFY

EDWOSBs

or

EDWOSBs

MAY SELF-CERTIFY

Note

: This program is tied to specific NAICS codes

Documentation verifying eligibility must be in WOSB Program RepositorySlide19

Small Business ProgramsHistorically Underutilized Business Zone (HUBZone)19FAR Subpart 19.13

Definition

An Historically Underutilized Business Zone (HUBZone) is an economically distressed area as determined by the Small Business Administration (SBA), based on income and unemployment census data.

Nationally,

HUBZones typically include:Urban census tracts

Rural counties Lands within the boundaries of Indian Reservations

Base Realignment and Closure (BRAC) areas

SBA CERTIFIES HUBZone SBsSlide20

Small Business ProgramsHistorically Underutilized Business Zone (HUBZone)20Eligibility

To be eligible for the HUBZone program, a business must:

Be s

mall based on the North American Industry Classification System (NAICS) size standards

Be located in a HUBZone

Be wholly owned and controlled by U.S. citizensHave at least 35 percent of its employees residing in a HUBZoneSlide21

21Small Business Programs

Service-Disabled Veteran-Owned/Veteran-Owned

Small Business (SDVOSB/VOSB)

Eligibility:

FAR

Subpart 19.14Service-disabled Veteran-owned Small

Business (SDVOSB) concern:

Small based on NAICS

codes

At least

51 percent

owned

by one or more service-disabled veterans or, in the case of any publicly owned business, at least 51 percent of the stock is owned by one or more service-disabled veterans

The management and daily business operations of which are

controlled

by one or more service-disabled veterans or, in the case of a service-disabled veteran with permanent and severe disability, the spouse or permanent caregiver of such veteran

Service-disabled veteran means a veteran, as defined in 38 U.S.C. 101(2), with a disability that is service-connected, as defined in 38 U.S.C. 101(16)

Note

: Set-asides do not apply to VOSBs. The veteran(s) must be service-disabled.

SDVOSBs

SELF

CERTIFY in the System for Award Management (SAM)Slide22

22Small Business Programs

Service-Disabled Veteran-Owned/Veteran-Owned

Small Business (SDVOSB/VOSB)

The

Office of Small and Disadvantaged Business Utilization’s (OSDBU)

VetBiz.gov

provides information about the Center for Verification and Evaluation (CVE) efforts to verify Service-Disabled Veteran-Owned Small Businesses (SDVOSBs) and Veteran-Owned Small Businesses (VOSBs). SDVOSBs and VOSBs who want to participate in the VA’s Veterans First Contracting Program must be verified by CVE in order to be eligible for VA contract set-asides.

Visit:

www.vetbiz.gov Slide23

CPARS is the DoD system used to assess contractor performance IAW FAR 42.15 Air Force (AF) initiated action to develop a performance evaluation area in CPARS for SB Utilization OSBP supported initiative and assisted in development of the evaluation area and rating definitions and worked with AF and CPARS Operational Requirements Committee (ORC) to implement

SB Utilization added to CPARS Feb 2009

CPARS

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Yes or NoYes, No or N/A

Yes, No or N/A

Contract CompleteN/A

Bi-Annual date-Mar or Sep (This information comes from the eSRS)

Standard CPAR rating

(required when answering “Yes” to Does this contract include a subcontracting plan?) CPARS SYSTEM24Slide25

Do:Don’t:Attend Industry Days, Conferences and Luncheons to Market your CapabilityLook at Smaller Opportunities to Develop Past Performance HistoryKnow Your Small Business Directors and SpecialistsKnow Your SBA Regional Procurement Center Rep

Do not meet with your customer until you know what they do.Do not have surreal expectations as a very very small businessDo Not Make promises that you cannot deliverDo Not Send your capabilities brochures as a response to an RFI or Sources SoughtDo Not Meet to Have a Meeting. Have a solid agenda

Lessons LearnedSlide26

Do:Don’t:Know when a market is not right for you and when to move to anotherKeep Your Name Out thereBe RealisticDo get free consultations or you can contact various consulting companies that can provide the proper intro to government contracting.

Do not get discouraged or disappointed as a new business competing for Air Force Opportunities.Do not go after every requirement if it is not your nicheDo not waste your time on opportunities that your firm is not qualified to perform.When you do propose, Do not price yourself out of the competition

Lessons LearnedSlide27

DO:DON’T:Do be honest with the PM/CO about your firm’s experience and capability.Do contact the POCs with questions about the requirement posted on HERBB.

When you respond to requirements (SS, RFI’s, RFP’s, etc: Do obtain clarification when needed.Do not submit incomplete documentationDo not submit an offer that differs from what was requested. (non-responsive)

Do not overextend yourself financially, or otherwise (responsibility determination).

Lessons LearnedSlide28

DO: DON’T:Hire qualified personnelDo communicate with the government Small Business Office on a regular basis.

Do observe and provide solutions to IT problems

Do become familiar with agency regulations and the FAR.Do understand our System Engineering Processes (SEP) and/or CMMI Requirements

Do inspect the work you perform frequently and make sure it is compliant with the contract specifications.

Do not propose personnel that cannot pass the security or foreign disclosure background checks.

Lessons LearnedSlide29

SummaryKnow Your Customer and Your NicheProvide the Best CapabilitiesSubscribe to the FEDBIZOPSRespond to RFI’S and Sources SoughtKnow Your Small Business Directors And SBA RepresentativesSlide30

AFLCMC/SB

Supports Wright-Patterson and Gunter Air Force Bases

** Operating Locations Under the new 5 Center Construct

Dr. Jeanette Robinson

*WPAFB,

OH (IT & AFSAC)(Supports Gunter AFB) Area A (937)

257-4822jeanetterobinson@us.af.mil

Local SBA

Mr. Thomas Krusemark

Small Business Administration (SBA

Procurement Center Representative (PCR)

Located at WPAFB, OH

(937)255-3333

QUESTIONS?