Top Banner
Procurement Technical Assistance Center Federal Contracting Basics
34
Welcome message from author
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Page 1: NC Procurement Technical Assistance Center Federal Contracting Basics.

NC Procurement Technical Assistance Center

Federal Contracting Basics

Page 2: NC Procurement Technical Assistance Center Federal Contracting Basics.

NC Procurement Technical Assistance Center 2

AGENDA

• Reminder to turn cell phones off• Hold questions until the end please• SBTDC and PTAC Services• Intro to the Government Market• How Federal Agencies Purchase• Steps to Sell to Sell to the Federal

Government• Small Business Resources

Page 3: NC Procurement Technical Assistance Center Federal Contracting Basics.

NC Procurement Technical Assistance Center 3

Small Business & Technology Development Center (SBTDC)

• Confidential one-on-one counseling• General Business - planning, marketing, financing,

human resources & operations• Management Education Services• Export Financing Assistance• Technology Development and Commercialization• Boating Industry Services• Government Procurement Assistance

– Procurement Technical Assistance Center (PTAC) www.sbtdc.org

Page 4: NC Procurement Technical Assistance Center Federal Contracting Basics.

NC Procurement Technical Assistance Center 4

Statewide Offices

Asheville, Boone, Chapel Hill, Charlotte, Cullowhee, Durham, Elizabeth City, Fayetteville, Greensboro, Greenville, Hickory, Pembroke,

Raleigh, Wilmington, and Winston-Salem

Page 5: NC Procurement Technical Assistance Center Federal Contracting Basics.

NC Procurement Technical Assistance Center 5

PTAC assists you with. . .

• Understanding government rules and regulations• Completing mandatory registrations and certifications• Researching award histories• Identifying contracting opportunities• Reviewing bids and proposals• GSA Contracts and schedules• Selling to the federal, state and local government

http://www.sbtdc.org/services/gov_procurement.asp

Page 6: NC Procurement Technical Assistance Center Federal Contracting Basics.

NC Procurement Technical Assistance Center 6

Is the Government Market for Me?

• What a Government Contract can do for your business– Diversify your customer base– Cover overhead costs– Even out cash flow

• What a Government Contract can not do for your business– Jump-start your business– Save your business– Be the sole source of your business

Page 7: NC Procurement Technical Assistance Center Federal Contracting Basics.

NC Procurement Technical Assistance Center 8

Why the Government?

• Product or Service they use or could use?• Why should the government purchase

from you?– Can you deliver on time?– Can you offer a low price?– Capacity to perform?

• Preference Program?• Subcontractor?• What percent of your revenue base?

Page 8: NC Procurement Technical Assistance Center Federal Contracting Basics.

NC Procurement Technical Assistance Center 10

Simplified Acquisitions

• Purchases $3000 up to $100,000• Reserved for small businesses

• 8(a), HUBZone and SDVOSB companies• Informal buys up to $10,000-$25,000

• Informal advertisement required• Formal advertisement required in FBO for

purchases over $25,000• Sources Sought/Presolicitation/Synopsis• Request for Quote (RFQ) or IFB

Page 9: NC Procurement Technical Assistance Center Federal Contracting Basics.

NC Procurement Technical Assistance Center 11

Large Contract Bids

• Purchases over $100,000• Open to large and small businesses• Rigid process/well defined requirements• Advertised in Federal Business

Opportunities (FBO)• Invitation for Bid (IFB) • Request for Proposal (RFP)

Page 10: NC Procurement Technical Assistance Center Federal Contracting Basics.

NC Procurement Technical Assistance Center 12

Federal Contracting Goals

• 23 percent of prime contracts for small businesses; • 5 percent of prime and subcontracts for small

disadvantaged businesses; • 5 percent of prime and subcontracts for women-

owned small businesses; • 3 percent of prime contracts for HUBZone small

businesses; • 3 percent of prime and subcontracts for service-

disabled veteran-owned small businesses.

Page 11: NC Procurement Technical Assistance Center Federal Contracting Basics.

NC Procurement Technical Assistance Center 13

Federal Preference Programs

• 8(a) Business Development Program- www.sba.gov/8abd

• Small Disadvantaged Business (SDB) Program- www.sbaonline.sba.gov/sdb

• Historically Underutilized Business (HUBZone)- https://eweb1.sba.gov/hubzone/internet/index.cfm

• Women Owned Business Program- www.sba.gov/women

• Veterans Business Program- www.vetbiz.gov

Page 12: NC Procurement Technical Assistance Center Federal Contracting Basics.

NC Procurement Technical Assistance Center 14

Registrations -- Acronyms

• NAICS – North American Industry Classification System

• SIC – Standard Industrial Classification• FSC – Federal Supply Classification• PSC – Product Service Code• TIN – Tax Identification Number• DUNS – Data Universal Numbering System• CCR – Central Contractor Registration• ORCA – Online Representations & Certifications

Application• WAWF – Wide Area Work Flow

Page 13: NC Procurement Technical Assistance Center Federal Contracting Basics.

NC Procurement Technical Assistance Center 15

Registrations – Codes

• Identify your NAICS and SIC codes – http://www.census.gov/eos/www/naics

• Identify your FSC and/or PSC codes – http://www.outreachsystems.com/resources/tables/pscs

• Obtain Tax ID Number (TIN): 1-800-829-1040– Even if Sole Proprietor

• Obtain DUNS Number : 1- 866-705-5711– Required for Central Contractor Registration (CCR)– Free for Government Vendors

Page 14: NC Procurement Technical Assistance Center Federal Contracting Basics.

NC Procurement Technical Assistance Center 16

Registrations -- CCR

• Central Contractor Registration [CCR] www.ccr.gov – Mandatory requirement – authorizes Electronic

Funds Transfer– Assigns Commercial & Government Entity Code

(CAGE Code) – User ID and Password– Don’t forget to complete the SBA Firm Profile– Required Annual Update

Page 15: NC Procurement Technical Assistance Center Federal Contracting Basics.

NC Procurement Technical Assistance Center 17

Registrations - ORCA

• Complete Online Representations and Certifications Application (ORCA) https://orca.bpn.gov/

• Active CCR required– Must have MPIN (Marketing Partner ID Number) – 9 digit alphanumeric (no spaces or symbols)

vendor makes up– Yearly update required

Page 16: NC Procurement Technical Assistance Center Federal Contracting Basics.

NC Procurement Technical Assistance Center 18

Registrations - WAWF

• Wide Area Work Flow (WAWF) Registration• http://www.dfas.mil/contractorpay/

electroniccommerce/wideareaworkflow.html• Required to get paid as per contract/order• Registration is required

Page 17: NC Procurement Technical Assistance Center Federal Contracting Basics.

NC Procurement Technical Assistance Center 19

Federal Acquisition Regulation (FAR)

– http://farsite.hill.af.mil/– Establishes uniform policies and procedures for

acquisition – Used by all executive agencies– Agency specific regulations (DoD, NASA, DOE)

• Part 13 – Simplified Acquisitions

• Part 14 – Sealed Bidding

• Part 15 – Contracting by Negotiation

• Part 19 – Small Business Programs

Page 18: NC Procurement Technical Assistance Center Federal Contracting Basics.

NC Procurement Technical Assistance Center 20

Research Opportunities

• Federal Business Opportunities (FBO)– www.fbo.gov – Register as vendor after CCR active– User-friendly vendor guide– Can set up search agents– Single government-wide point-of-entry for federal

govt procurement opportunities (required for over $25K)

– Recovery Act opportunities and awards

Page 19: NC Procurement Technical Assistance Center Federal Contracting Basics.

21

Page 20: NC Procurement Technical Assistance Center Federal Contracting Basics.

NC Procurement Technical Assistance Center 22

Research Awards

• Federal Procurement Data System (FPDS)– http://www.fpds.gov – Statistical information on federal contracting

• FedSpending– http://www.fedspending.org– Pulls information from FPDS

• American Recovery & Reinvestment Act (ARRA)– http://www.recovery.gov/Pages/home.aspx– Research ARRA awards

Page 21: NC Procurement Technical Assistance Center Federal Contracting Basics.

NC Procurement Technical Assistance Center 232007

FPDS - Next Generation

Page 22: NC Procurement Technical Assistance Center Federal Contracting Basics.

NC Procurement Technical Assistance Center 242007

Fedspending

Page 23: NC Procurement Technical Assistance Center Federal Contracting Basics.

NC Procurement Technical Assistance Center 25

Agency Opportunities

• Check agency websites for…– Informal requirements $2500 up to $25,000– Procurement forecast information – General information about the agency

• Use Federal Acquisition Jumpstation to locate agency websites http://prod.nais.nasa.gov/pub/fedproc/home/html

Page 24: NC Procurement Technical Assistance Center Federal Contracting Basics.

26

Page 25: NC Procurement Technical Assistance Center Federal Contracting Basics.

NC Procurement Technical Assistance Center

Finding Opportunities

• DLA: https://www.dibbs.bsm.dla.mil• Army: https://acquisition.army.mil/asfi • Navy: https://www.neco.navy.mil• Marine Corps Systems Command:

http://www.marcorsyscom.usmc.mil/Vendor/mcscopps.asp

• National Guard Contracting: http://www.nationalguardcontracting.org

• U.S. Army Corps of Engineers: www.usace.army.mil

Page 26: NC Procurement Technical Assistance Center Federal Contracting Basics.

28

Page 27: NC Procurement Technical Assistance Center Federal Contracting Basics.

NC Procurement Technical Assistance Center 29

Subcontracting Opportunities

• DoD Subcontracting Directory http://permanent.access.gpo.gov/lps57820/www.acq.osd.mil/sadbu/index.html - under Doing Business with DoD– Lists Primes by state– Provides conference information– Small Business Specialists by state

• SBA Subcontracting Directory http://web.sba.gov/subnet– Prime contractors by state– Prime contractor projects & requirements

Page 28: NC Procurement Technical Assistance Center Federal Contracting Basics.

NC Procurement Technical Assistance Center 30

Points of Contact (POC)

• Prime Contractors– Small Business Liaison Officer (Public Law 95-507)– Subcontracting plans have goals

• Office of Small and Disadvantaged Business Utilization (OSDBU) and Small Business Specialists (SBS)– Do not buy anything– Act as liaison between you and buyers

• Procurement Contract Representative (PCR)• Commercial Marketing Representative (CMR)

Page 29: NC Procurement Technical Assistance Center Federal Contracting Basics.

NC Procurement Technical Assistance Center 31

NOT “Who do you know” BUT…Who knows you?

• Contracting Officers (CO)– Only person that can obligate the government

• Contract Specialist or Administrator– CO assistants

• End UsersPerson that knows requirement best

• Treasure Hunt: find the POC using on-line phone book; Logistics, Inventory, Supply

Page 30: NC Procurement Technical Assistance Center Federal Contracting Basics.

NC Procurement Technical Assistance Center 32

Market Your Firm

• Identify and target key agencies• Promotional material

– Capability Statement; preference programs

• Email, phone, fax, get the appt.• Visit agency SB specialists/equivalents• Effective communication

– In writing -- Signature Block – Web Site

• Attend trade shows

Page 31: NC Procurement Technical Assistance Center Federal Contracting Basics.

NC Procurement Technical Assistance Center 33o

Things To Remember

• TARGET YOUR CUSTOMER: –Who buys your product or service? –How do they buy?–When do they buy?

• KNOW THE RULES :–Federal Acquisition Regulations–Contract requirements and specifications –How to obtain Contract history

• PERFORM AS PROMISED: On-time delivery, Good Quality, Fair & Reasonable $

Page 32: NC Procurement Technical Assistance Center Federal Contracting Basics.

NC Procurement Technical Assistance Center 34

Where to Start?

• Learn the process!• Complete required registrations• Identify your market• Know what/how the agencies or prime

contractors purchase what you sell• Contact the OSDBU -- Office of Small &

Disadvantaged Business Specialist • Contact the PTAC for assistance

Page 33: NC Procurement Technical Assistance Center Federal Contracting Basics.

NC Procurement Technical Assistance Center

Electronic Opportunities

• PROBID– Electronic bid matching system (Fees apply)– Searches almost 400 sites (federal, state, local, foreign)

• When you find opportunities– Read entire synopsis (and other documents) carefully– Combined synopsis/solicitation– Obtain complete copy of solicitation– Follow directions of documents– To bid or not to bid?– Call PTAC!

Page 34: NC Procurement Technical Assistance Center Federal Contracting Basics.

NC Procurement Technical Assistance Center 36

Questions / Answers ??