The Procurement Technical Assistance Center Program The Procurement Technical Assistance Center (PTAC) Program 19 Sep 11 1.

The Procurement Technical The Procurement Technical Assistance Center Assistance Center (PTAC)

ProgramProgram

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We are:We are:Palm Beach State CollegeSouth Florida PTACFlorida SBDC Network

Our funding comes from:Our funding comes from: SBA (for SBDC)SBA (for SBDC) DOD (for PTAC)DOD (for PTAC) PBC Board of CommissionersPBC Board of Commissioners

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FSBDC Counseling and Training FSBDC Counseling and Training TOPICSTOPICS Accounting Procurement

Business Planning Quality Management Buy-Sell Sales Finance Start-Up Franchises Taxes Human Resources Technology Internet Trade Management Values, EthicsMarketing Web Sites ________________________________________________

Business Analysts/TrainersReferral Network

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Florida SBDC Providing Florida SBDC Providing ServicesServicesYear Round• Monday – Friday• 8:30 AM – 5:00 PM • With evening classes• In Southeast Florida

South of Sebastian to Key West:South of Sebastian to Key West:

Broward, Palm Beach, Miami-Dade, Monroe, Martin, St. Lucie, Indian River & Okeechobee Counties

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Specialized Programs Specialized Programs Within the SBDCWithin the SBDC

PTACSO….. exactly what is PTAC?

It stands for Procurement Technical Assistance Center.

There are currently 9 in the state.

Our mission is to educate businesses in government policy and to counsel and train small businesses on how to find

and win Government contracts.Our goal is to generate sales and jobs for Florida

companies.

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• How to prepare a Bid/Proposal

• Minority Certification programs• Marketing to the Government• Identification of subcontracting opportunities• How to locate procurement opportunity for local,

state, and federal contracts• Assistance with government website navigation• SBIR/STTR Program assistance.

PTAC Counseling PTAC Counseling ServicesServices

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•PTAC Program clients have won over $6.5 billion in contracts in the last 20 years

•These contracts helped to create or retain 113,655 jobs

•PTAC clients won over $322 million in contracts in FY 2007.

PTAC Support RecordPTAC Support Record

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Carole has 25 years of procurement experience in the aerospace industry, where she worked as Subcontracts Manager with commercial airline suppliers and federal contracts. Her Bachelor's Degree in Business Administration is from Barry University; her Master's Degree in Counseling is from the New York Institute of Technology. Carole, who specializes in government procurement and contracting, is currently responsible for training and one-on-one counseling.

Carole HartCarole HartProcurement Specialist, Certified Business Analyst

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Jackie is a practicing certified professional in the field of procurement and contract administration with primary emphasis on manufacturing and grant program management. Currently a Certified Purchasing Manager (C.P.M.), Ms. Rule holds a Bachelors Degree from Florida Atlantic University. Ms. Rule’s focus on process improvements and education has enabled her to mentor organizations in developing cost savings and professional development programs for the overall business entity.

J. M. RuleJ. M. Rule

Procurement Specialist, Certified Business Analyst

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Mike has a 40 year career background in operations and production in pharmaceuticals and high technology electronics. His experience covers planning, procurement, engineering, and production in both start-up companies and Fortune 25 companies, including facility layout and construction experience. As a DoD reservist, he served as Faculty Director for a graduate level Army college program. Mike brings a solid business philosophy to our PTAC support activities.

Mike BellMike Bell

Procurement Specialist, Certified Business Analyst

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Target Your MarketTarget Your Market

• State, Cities, CountiesState, Cities, Counties

• Federal GovernmentFederal Government– Department of DefenseDepartment of Defense

– Civilian Agencies (i.e., GSA, NASA, DOE)Civilian Agencies (i.e., GSA, NASA, DOE)

– Prime Contractors (i.e., Lockheed Martin, Prime Contractors (i.e., Lockheed Martin, etc.)etc.)• See Small Business Liaison OfficersSee Small Business Liaison Officers

Seriously Consider Seriously Consider Government ContractingGovernment Contracting

Conduct Due Diligence (homework and research):Is there a small business or supplier diversity

program at your target agency? Which agencies buy what I sell?What value can I add to the agency’s mission?What are the purchasing processes for that

agency?How often do they buy and who does the buying?Who are the decision makers in the agency?

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RegisterRegister

FIRST, You MUST register as a vendor with each FIRST, You MUST register as a vendor with each level of government to which you plan to market. level of government to which you plan to market.

•Department of Defense - Central Contractor Department of Defense - Central Contractor Registration (CCR): Registration (CCR): www.ccr.govwww.ccr.gov

•Federal Business Opportunities: Federal Business Opportunities: www.fedbizopps.govwww.fedbizopps.gov

•Florida: Florida: www.myfloridamarketplace.comwww.myfloridamarketplace.com

•See websites for counties, cities, school boards, See websites for counties, cities, school boards, State DOT, other agencies, etc.State DOT, other agencies, etc.

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Choose Your ApproachChoose Your ApproachConsider this…Consider this…Are you capable of being a prime contractor?Are you capable of being a prime contractor?Would you do better as a subcontractor? Would you do better as a subcontractor?

Sample links for opportunities with prime contractors: Sample links for opportunities with prime contractors:

www.va.gov/osdbu/dbwva/subcontracting.asp www.doi.gov/osdbu/PrimeContractorsDirectory.pdf

Public Law 95.507 requires prime contractor to submit a subcontracting plan on $550K worth of federal business.

Can you participate in a joint venture/teaming Can you participate in a joint venture/teaming alliance?alliance?

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Is There a Program That Can Give Is There a Program That Can Give You an Edge In Bidding? You an Edge In Bidding?

The 8(The 8(aa) (Minority) Program:) (Minority) Program: A A business development and certification business development and certification program run by the SBA to assist small program run by the SBA to assist small businesses in competing in the American businesses in competing in the American economy. Basic Requirements for an economy. Basic Requirements for an applicant business are found at: applicant business are found at: www.sba.gov/content/revised-8a-www.sba.gov/content/revised-8a-business-development-program-business-development-program-regulations-fact-sheetregulations-fact-sheet

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Programs for a Bidding Edge, Programs for a Bidding Edge, cont.

The 8(The 8(mm) Program:) Program:It is a program to increase Federal contracting opportunities within the American economy for woman owned small businesses (WOSB) or economically disadvantaged woman owned small businesses (EDWOSB).

The SBA’s new 8(m) Program is named for its section in the Small Business Act.

Basic requirements for an applicant business are found at www.sba.gov/about-sba-info/3690

Programs for a Bidding Edge, Programs for a Bidding Edge, cont.

Women and minority business owners:www.womenbiz.govwww.sba.gov/sdb/index.html www.sba.gov/aboutsba/sbaprograms/onlinewbc/index.htmlwww.sba.gov/GC/indexprograms-cawbo.htmlwww.wboc.org

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Programs for a Bidding Edge, Programs for a Bidding Edge, cont.

Empowerment Contracting Programs: oHUBZone - http://map.sba.gov/hubzone/init.asp#address

o The business address must be located in a HUBZone as determined by the US Census.

o And 35% of the full time employees of the business must have primary residence in a (any) designated HUBZone.

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Programs for a Bidding Edge, Programs for a Bidding Edge, cont.

Veteran owned business:www.sba.gov/vetswww.vetbiz.govwww.va.gov

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Points to Ponder If you do not qualify as a federally If you do not qualify as a federally certifiedcertified

vendor (i.e., 8(vendor (i.e., 8(aa), SDB, 8(), SDB, 8(mm), HUBZone, ), HUBZone, etc.), remember you can still bid on 77% of etc.), remember you can still bid on 77% of all federal contracts, and on 100% of all all federal contracts, and on 100% of all non-federal contracts non-federal contracts

If you need assistance with the certification If you need assistance with the certification process, call PTAC and/or OSBA.process, call PTAC and/or OSBA.

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Federal Contacts/LinksFederal Contacts/LinksFederal government

• www.fedbizopps.gov/ • www.firstgov.gov• progate.daps.dla.mil/home/• http://dsbs.sba.gov/dsbs/search/dsp_dsbs.

cfm• www.defenselink.mil/dbt/cse_fedteds.htmlwww.defenselink.mil/dbt/cse_fedteds.html• www.fedmarket.com• www.gsa.gov/portal/category/100000

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State Contacts/LinksState of FloridaState of Florida**• Application/registration:

https://vendor.myfloridamarketplace.com/

• General information, bid opportunity, etc.: www.myflorida.com

http://fcn.state.fl.us/owa_vbs/owa/vbs_www.main_menu

**There is a 1% fee assessment with every P.O. awarded by the state.

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Finding Bid OpportunitiesFinding Bid Opportunities• GSA Federal Supply Service (FSS) GSA Federal Supply Service (FSS)

www.gsa.gov/Portal/gsa/ep/channelView.do?pageTypeId=8199&channelPage=%2Fep%2Fchannel%2FgsaOverview.jsp&channelId=-13263

• State of Florida (state bid opportunities) State of Florida (state bid opportunities) http://fcn.state.fl.us/owa_vbs/owa/vbs_www.main_menu

Local Contacts/LinksLocal Contacts/LinksCity of Fort Lauderdale www.ci.ftlaud.fl.us/City of Boca Raton www.ci.boca-raton.fl.us City of Miami-Dade www.miamidade.govBroward County Government www.broward.org/www.broward.org/Palm Beach County www.co.palm-beach.fl.us/purwww.co.palm-beach.fl.us/purMartin County Government

www.martin.fl.us/portal/page?www.martin.fl.us/portal/page?_pageid=356,1&_dad=portal&_schema=port_pageid=356,1&_dad=portal&_schema=portalal

Locate other municipal sites via search engines like: www.google.com/ www.google.com/

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Personal Visits and Personal Visits and ContactsContacts

• Make AppointmentsMake Appointments

• Attend Conferences & Attend Conferences & ExposExpos

• NetworkNetwork

• Attend Pre-Bid MeetingsAttend Pre-Bid Meetings

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Marketing IdeasMarketing Ideas• Send a letter to a perspective customer.Send a letter to a perspective customer.

• Follow up with a phone call and a request Follow up with a phone call and a request for a meeting.for a meeting.

• Meet with the customer and send a follow Meet with the customer and send a follow up letter. up letter.

• Bid on a proposal! Make it a great attempt.Bid on a proposal! Make it a great attempt.

• If you win a bid, ensure that you fulfill it to If you win a bid, ensure that you fulfill it to the letter so that you will be welcome to the letter so that you will be welcome to participate again!participate again!

Thank you for joining us today. Thank you for joining us today. Please consider attending our government

seminars, such as:

Responding to Government Solicitations (RFQ/RFP’s)

Searching The Internet for Government Opportunity

How to Be Certified as a Small, Minority, Disadvantaged or Woman Owned Business

To Market - How to Market your Company After The Certification Process.

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PTAC websitePTAC website: : www.fptac.orgwww.fptac.org

Carole HartCarole Hart - Palm Beach County - Palm Beach CountyE-mail: E-mail: [email protected]: Phone: 561-862-4782

Mike BellMike Bell - Palm Beach County - Palm Beach CountyE-mail: E-mail: [email protected]: Phone: 561-862-4780

Jackie RuleJackie Rule - Broward & Miami-Dade - Broward & Miami-Dade E-mail: E-mail: [email protected]: Phone: 561-862-4781

Contact Us:Contact Us:

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Your success is our highest priority.

Thank You!

PTAC: www.fptac.org (561) 862-4726

Seminars: www.palmbeachstate.edu/x16992.xml