Dr. Jeanette Robinson, DrPH, PhD. AFLCMC Small Business Office. Deputy . Director HI/AFSAC. AFLCMC/SB . MISSION OF . BES. ORGANIZATION. CURRENT EFFORTS. Do’s and Don’ts. OVERVIEW. AFLCMC. 3. ID: 706827
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Small BusinessOffice An Overview
Dr. Jeanette Robinson, DrPH, PhDAFLCMC Small Business OfficeDeputy Director HI/AFSAC
AFLCMC/SB
Slide2MISSION OF BES
ORGANIZATION
CURRENT EFFORTS
Do’s and Don’ts
OVERVIEW
AFLCMC
Slide33Small 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)
Slide44Small Business Programs
Small Business (SB)
Go to
www.sam.gov
to see if a company is small under any of its NAICS codes
Slide55Small 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.
Slide66
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.
Slide7RESPOND 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.
Slide8Small 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
Slide9Set-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.
Slide10Categories/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?
Slide118(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.
Slide12Small 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
12
Slide13Small 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)
13
Slide14Small 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
.
14
Slide15Small 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.15
Slide16Small 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.
16
Slide1717Small 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 Repository
Slide1818Small 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 Repository
Slide19Small 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 SBs
Slide20Small 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 HUBZone
Slide2121Small 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)
Slide2222Small 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
Slide23CPARS 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
23
Slide24Yes 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 SYSTEM24
Slide25Do: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 Learned
Slide26Do: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 Learned
Slide27DO: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 Learned
Slide28DO: 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 Learned
Slide29SummaryKnow Your Customer and Your NicheProvide the Best CapabilitiesSubscribe to the FEDBIZOPSRespond to RFI’S and Sources SoughtKnow Your Small Business Directors And SBA Representatives
Slide30AFLCMC/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?
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