Rita Haake Mary Turner Lyndsay Hughes Illinois PTACs.

Rita HaakeMary Turner

Lyndsay HughesIllinois PTACs

“I feel like I am swimming in the middle of the ocean with no direction or idea of where to go!”

Customized computerized bid matching

One-on-One counseling, customized assistance.  

Registrations – we take our clients through all steps needed as required by Illinois and federal government to be a considered vendor.

Certifications – WBE, MBE, SDB, 8A, SDVOSB, DBE , HUBZone, WOSB, EDWOSB– we assist those clients that are eligible to get certified.

Assistance with proposal preparation and post contract award contract compliance.

Market research – for our small businesses we can identify the Small Business Specialists at federal agencies to make initial contacts.

Procurement histories – if a product and the federal government has supplied an NSN – we can do additional research based on that information.

  GSA Schedules – we assist our clients in submitting and being

awarded a GSA Schedule contract, if applicable.  

U.S. Economic Development - Most government agencies have programs in place encouraging them to do a certain amount of contracting with small businesses of various socio-economic backgrounds.

State/Local Government goaling:

◦ City of Chicago: 25% MBE/WBE◦ Cook County: 25% MBE, 10% WBE◦ Illinois: 20% Small/MBE/WBE/PBE

Federal Goaling– (over $500 billion spent)

23% Small Business 5% 8a – prime 5% Small Disadvantaged Business/SDB

(self certify) - subcontracting 5% 8W - Women Owned Small Business

(WOSB) 3% HUBZone certified 3% Service Disabled Veteran Owned

Small (SDVOSB) Veteran Owned Small Business (VOSB) - VA

If a WOSB states they are minority and retired military what would they qualify for?

What types of contracts would they qualify for?

◦ To begin in federal contracting you must have basic knowledge of CCR, DSBS, ORCA and FAR!

SDB8aSDVOSB8E

DBEVOSB8WHUBZone

IDIQSolicitationPre-solicitationGSA ScheduleWomen Owned Set Aside8a Sole Source

IFBSources SoughtRFPSmall Business Set AsideSDVOSB Sole SourceHUBZone set aside

Scheduled appointment – 2 to 4 hours Evaluate client –

◦ What is their business? ◦ What have they done governmentally?◦ Are they women owned? Minority owned?

Veteran owned?◦ Where do they believe their target market

is? Begin counseling session:

◦ How to find opportunities◦ State of Illinois contracting requirements◦ Federal government contracting

requirements◦ Local government contracting requirements

Finding Opportunities

◦Bid Match System (Outreach) 400+ websites daily

Comprehensive (local, state & federal) Keywords

Unlimited Descriptive words that may be used NAICS

State of Illinois◦Basic registration◦ IDHR Number◦ CMS Bidder’s Application Form (what is a small

business?)◦ W-9◦ Ethics Requirement

◦Certification◦ WBE/MBE/PBE Certifications◦ DBE (do they qualify based on transportation

rules?)

◦Other states?

Other considerations?

◦ Are they qualified for mentor-protégé?◦ Should they consider teaming and/or joint venture

agreements?◦ Subcontracting?

Local Government

◦ College/University MAFBE IPHEPB

◦ County◦ City◦ Township◦ Municipality◦ Park Districts

◦ Over 90,000 municipalities require products/services

Client identifies a federal opportunity

◦ Solcitation, RFP, Sources Sought What type of business is being sought?

Do they qualify? What is required in the response? Proposal? Do they know their pricing? (SBDC referral) How should they format their response? Are there FARs cited?

Decode the FAR Do they have a capability narrative?

Client that wants to be proactive in marketing◦ What is the market?

FPDS ◦ Who is the contact?

CO SBS

◦ What should they send? Capabilities narrative Email or telephone contact?

Do they qualify for certifications? Which ones?

◦ MBE (local, state - private)◦ WBE (local, state, federal - private)◦ 8a (federal)◦ SDB (federal)◦ DBE (federal with local certifiers)◦ HUBZone (federal)

Assist with the process of applying◦ Managed

Bylaws Resume

◦ Owned Birth certificate/passport Business documentation (stocks, articles, etc.) Source of Capital

◦ Controlled Financial (balance sheet, loans, leases, bank

signature) Independence

Bid Match (Illinois Power Search 400)◦ Reactive vs. proactive◦ Shortened timeline◦ Limited research potential

Target Marketing◦ Proactive◦ Building relationships◦ Utilize actual federal systems (FPDS)◦ Opportunity to make FOIA requests

Understanding contracting◦ Contracting Methods:◦ Micro purchase - Credit Cards◦ Purchase Orders/RFQ◦ Blanket Purchase Agreements◦ Indefinite Delivery/Indefinite Quantity (IDIQ)◦ Fixed Price Contracts/RFP◦ GSA/Federal Supply Schedules◦ NSN applicability

Reviewing and understanding-Regulations/specifications

Creating a proposal –What to address/How to address

Federal Small Business Goals◦ 23% Small Business◦ 5% 8a ◦ 5% Women Owned Small Business

Economically Disadvantaged◦ 3% HUBZone certified◦ 3% Service Disabled Veteran Owned Small

Business Subcontracting Goals

◦ Federal flow down ($650,000 or more) 23% Small Business 5% Small Disadvantaged Business 5% Women Owned Small Business 3% HUBZone certified 3% Service Disabled Veteran Owned Small Business

Subcontracting possibilities◦ 4 core federal agencies with listings

SBA, GSA, VA, DoD SBA alone is 290 pages

◦ Business to Business relationships◦ Need to build relationships◦ Do homework

Website (supplier diversity databases) Website (what kind of contract with federal

government do they hold?)◦ Mentor-protégé relationships

Contract Award

◦ Post award assistance How do they get paid?

CCR WAWF registration

Packaging requirements? RFID/UID requirements?

◦ Reporting required?◦ Contract close out?◦ Termination for convenience?◦ Termination for default? (cause)

Communication◦ Timely for federal and state regulation changes◦ Special procurement opportunities◦ Monthly newsletters◦ Workshops/seminars

Government Contracting 101 Certifications Packaging WAWF

◦ Local, state & federal conferences Matchmaking events

Educating (1on1)on online resources◦ Procurement websites

Historical data Opportunities Registrations (local, state, federal) Competitive research