Federal Business Opportunities Understanding Federal Acquisition How to

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Federal Business Opportunities Understanding Federal Acquisition: How to Decipher Federal Requirements Ms. Marichu Relativo

Federal Business Opportunities Understanding Federal Acquisition: How to Decipher Federal Requirements Ms. Marichu Relativo Procurement Analyst Procurement Center Representative (PCR) Office of Government Contracting (GC) -- advocates on behalf of small business in the federal procurement world. SBA/2009 1

How to Get From Here SBA/2009 2

How to Get From Here SBA/2009 2

To Here… SBA/2009 3

To Here… SBA/2009 3

Small Business Programs & Government-wide Goals Ø 23% - Small Business (SB) Ø 5%

Small Business Programs & Government-wide Goals Ø 23% - Small Business (SB) Ø 5% - Small Disadvantaged Business (SDB) (includes 8(a) Business Development) Ø 5% - Women-owned Small Business (WOSB) Ø 3% - Service Disabled Veteran Owned SB (SDVOSB) Ø 3% - HUBZone Small Business FAR Part 19, Public Laws, Code of Federal Regulations (13 CFR) Guam Oct 2010 www. sba. gov 4

Understanding The Basics Ø Acquisition Methods: Ø Micro Purchases (Under $2, 500/$3, 000) Ø

Understanding The Basics Ø Acquisition Methods: Ø Micro Purchases (Under $2, 500/$3, 000) Ø Simplified Purchases (Under $150, 000) Ø Sealed Bidding (Formal above $150, 000/low price) Ø Contract Negotiation (Formal above $150, 000/Best Value) Ø Consolidated Purchasing Programs (GSA, MATOC, JOC) * Under $150, 000 reserved for small business (FAR 19. 5) SBA/2009 5

Acquisition Methods Simplified Acquisition Request For Quotation (RFQ) -Under $100 K $150 K -Informal

Acquisition Methods Simplified Acquisition Request For Quotation (RFQ) -Under $100 K $150 K -Informal -Simplified (SAP) -Supplies -Services -Construction -FAR 13 -SF 18, 1449 or DD 2555 Commercial Buy (Combined Synopsis/ Solicitation) Sealed Bidding Acquisition Invitation For Bid (IFB) Negotiated Acquisition Request For Proposal (RFP) -Under $5. 5 M $6. 5 M -Informal -Formal -Supplies -Services -FAR 12 -FAR 14 -FAR 15 -SF 1449 - Above $100 K $150 K -Formal -Seal Bid -Price Only -Supplies -Services -Construction -FAR 14 -SF 33, 1442 -Above $100 K $150 K -Formal -Negotiated -Best Value -Supplies -Services -Construction -FAR 15 -SF 33, 1442

Type of Notices in FBO Pre-solicitation Advance Notice that a solicitation is forthcoming. This

Type of Notices in FBO Pre-solicitation Advance Notice that a solicitation is forthcoming. This is posted Notice 15 days prior to the solicitation being available. Used in formal acquisition (RFP & IFB) Solicitation Changes to the Pre-solicitation notice or Solicitation (due date, specifications, etc) Combined Synopsis/ Solicitation Informal/formal solicitation used for commercial items/buys. Complete scope of work/specification provided in the announcement. Solicitation copy is provided. Evaluation - price alone and/or other factors. Response time: 10– 30 days. Sources Sought Gathering information/Market Research. No solicitation available. Agency will make a determination on procurement based of information received (i. e. , set aside for HUBZone, SDVOSB, 8(a), or full/open). Request information (statement of qualification) or list of questions. The response time is between 10 – 45 days. SBA/2009 7

Type of Notices in FBO Con’t Special Notice Used for Information Purpose Only, Sources

Type of Notices in FBO Con’t Special Notice Used for Information Purpose Only, Sources Sought, Notice of a sole source procurement, and Recovery Act procurement. Provide information of a vendor fair/industry day; upcoming specific event, pending new requirements/changes. Award Notice of award and information pertaining to the award above $3. 5 million (with exceptions at 5. 303(a)). Only formal solicitation the award notice is posted. There is no requirement to post or notify firms/vendors of informal solicitation. All Recovery Act Funded projects will be posted for subcontracting opportunities. Cancellation Announcement/solicitation has been canceled Modification/ Amendment Changes to the Pre-solicitation notice or Solicitation (due date, specifications, etc) SBA/2009 8

Solicitation Phase Solicitation Number: FA 5004 -09 -R-C 001 Agency Code Fiscal Year Type

Solicitation Phase Solicitation Number: FA 5004 -09 -R-C 001 Agency Code Fiscal Year Type of Solicitation FA 5004 Dept of Defense 09 Control Number R C 001 R – Request for Proposal B – Invitation for Bid Q – Request for Quote Solicitation # is reference prior to award / Contract # is referenced after award SBA/2009 9

The Award Contract Number: W 911 KB-09 -C-0034 Agency Code Fiscal Year W 911

The Award Contract Number: W 911 KB-09 -C-0034 Agency Code Fiscal Year W 911 KB Dept of Defense 09 Type of Solicitation C Control Number 0034 C – Contract D – Delivery Order Contract P – Purchase Order Solicitation # is reference prior to award / Contract # is referenced after award SBA/2009 10

Where to Begin… SBA/2009 11

Where to Begin… SBA/2009 11

Watch the Video & Sign Up SBA/2009 12

Watch the Video & Sign Up SBA/2009 12

Email Notification of Projects SBA/2009 13

Email Notification of Projects SBA/2009 13

SBA/2009 14

SBA/2009 14

See List SBA/2009 15

See List SBA/2009 15

Federal Supply Codes (FSC) 10 -- Weapons 11 -- Nuclear ordnance 12 -- Fire

Federal Supply Codes (FSC) 10 -- Weapons 11 -- Nuclear ordnance 12 -- Fire control equipment 13 -- Ammunition & explosives 14 -- Guided missiles 15 -- Aircraft & airframe structural components 16 -- Aircraft components & accessories 17 -- Aircraft launching, landing & ground handling equipment 18 -- Space vehicles 19 -- Ships, small craft, pontoons & floating docks 20 -- Ship and marine equipment 22 -- Railway equipment 23 -- Ground effects vehicles, motor vehicles, trailers & cycles 24 -- Tractors 25 -- Vehicular equipment components 10/20/2010 26 -- Tires and tubes 28 -- Engines, turbines & components 29 -- Engine accessories 30 -- Mechanical power transmission equipment 31 -- Bearings 32 -- Woodworking machinery and equipment 34 -- Metalworking machinery 35 -- Service and trade equipment 36 -- Special industry machinery 37 -- Agricultural machinery & equipment 38 -- Construction, mining, excavating & highway maintenance equipment 39 -- Materials handling equipment 40 -- Rope, cable, chain & fittings 41 -- Refrigeration, air-conditioning & air circulating equipment 42 -- Fire fighting, rescue & safety equipment www. sba. gov 16

Federal Supply Codes (FSC) 43 -- Pumps & compressors 44 -- Furnace, steam plant

Federal Supply Codes (FSC) 43 -- Pumps & compressors 44 -- Furnace, steam plant & drying equipment; & nuclear reactors 45 -- Plumbing, heating, & sanitation equipment 46 -- Water purification & sewage treatment equipment 47 -- Pipe, tubing, hose & fittings 48 -- Valves 49 -- Maintenance & repair shop equipment Hand tools 52 -- Measuring tools 53 -- Hardware & abrasives 54 -- Prefabricated structures and scaffolding 55 -- Lumber, millwork, plywood & veneer 56 -- Construction & building materials 58 -- Communication, detection, & coherent radiation equipment 10/20/2010 59 -- Electrical and electronic equipment components 60 -- Fiber optics materials, components, assemblies & accessories 61 -- Electric wire & power & distribution equipment 62 -- Lighting fixtures & lamps 63 -- Alarm, signal & security detection equipment 65 -- Medical, dental & veterinary equipment & supplies 66 -- Instruments & laboratory equipment 67 -- Photographic equipment 68 -- Chemicals & chemical products 69 -- Training aids & devices 70 -- General purpose information technology equipment 71 -- Furniture www. sba. gov 17

Federal Supply Codes (FSC) 72 -- Household & commercial furnishings & appliances 73 --

Federal Supply Codes (FSC) 72 -- Household & commercial furnishings & appliances 73 -- Food preparation and serving equipment 74 -- Office machines, text processing systems & visible record equipment 75 -- Office supplies and devices 76 -- Books, maps & other publications 77 -- Musical instruments, phonographs & home-type radios 78 -- Recreational & athletic equipment 79 -- Cleaning equipment and supplies 80 -- Brushes, paints, sealers & adhesives 81 -- Containers, packaging, & packing supplies 83 -- Textiles, leather, furs, apparel & shoe findings, tents & flags 84 -- Clothing, individual equipment & insignia 85 -- Toiletries 87 -- Agricultural supplies 88 -- Live animals 89 -- Subsistence 91 -- Fuels, lubricants, oils & waxes 93 -- Nonmetallic fabricated materials 94 -- Nonmetallic crude materials 95 -- Metal bars, sheets & shapes 96 -- Ores, minerals & their primary products 99 -- Miscellaneous Access the complete list: http: //www. dlis. dla. mil/H 2/default. asp 10/20/2010 www. sba. gov 18

Product & Service Codes (FSC) SBA/2009 19

Product & Service Codes (FSC) SBA/2009 19

Sole Source 8(a) is not posted See list for definition SBA/2009 20

Sole Source 8(a) is not posted See list for definition SBA/2009 20

Federal Supply Classification 71 SBA/2009 http: //www. dlis. dla. mil/H 2/default. asp 21

Federal Supply Classification 71 SBA/2009 http: //www. dlis. dla. mil/H 2/default. asp 21

SBA/2009 22

SBA/2009 22

Combine Synopsis/Solicitation The same information in the ORCA file completed on line in CCR

Combine Synopsis/Solicitation The same information in the ORCA file completed on line in CCR (https: //orca. bpn. gov/ OR https: //www. ccr. gov/) SBA/2009 23

Obtain FAR Clauses-Full Text Websites: http: //farsite. hill. af. mil/ or http: //acquisition. gov/far/

Obtain FAR Clauses-Full Text Websites: http: //farsite. hill. af. mil/ or http: //acquisition. gov/far/ or http: //www. arnet. gov/far/ SBA/2009 24

Federal Acquisition Regulation Note: Some clauses are “incorporated by reference” in the solicitation. Obtain/read

Federal Acquisition Regulation Note: Some clauses are “incorporated by reference” in the solicitation. Obtain/read the full text (terms & conditions; payments, etc…) SBA/2009 25

Quotes Vs. Formal Quotes are informal – vendors can ask questions, change amount, make

Quotes Vs. Formal Quotes are informal – vendors can ask questions, change amount, make recommendations, provide options/alternative items/methods with different price - up to the point of award. (FAR 13. 004, 13. 106 -2) SBA/2009 26

Sample Quote May email/fax this information to the agency SBA/2009 27

Sample Quote May email/fax this information to the agency SBA/2009 27

Formal Solicitation Format Sections K, L, & M are not included in the award

Formal Solicitation Format Sections K, L, & M are not included in the award document SBA/2009 28

View Solicitations Ø All solicitations are posted in the Federal Business Opportunity (Fed. Biz.

View Solicitations Ø All solicitations are posted in the Federal Business Opportunity (Fed. Biz. Opps) Ø Download solicitation, specifications, drawings Ø Understand the relevant purchasing regulations/clauses Ø Understand the evaluation factors (price, best value, etc) Ø Attend pre-proposal conference/site visit Ø Required documents to submit Ø Proposal due date SBA/2009 29

Prepare Your Offer Ø 3 Rules for a solicitation: Read it…Read it!!! Ø Request

Prepare Your Offer Ø 3 Rules for a solicitation: Read it…Read it!!! Ø Request a Procurement History Ø Attend Pre-Bid Meetings & Walk. Throughs Ø Get clarification of ambiguities Ø Proofread your proposal Ø Submit it on time! Ø Contact the PTAC, SBA/PCR SBA/2009 30

Additional Assistance Ø Local District Offices and Resource Partners Ø SBA Guam Brand Office

Additional Assistance Ø Local District Offices and Resource Partners Ø SBA Guam Brand Office – Ken Lujan (kenneth. [email protected] gov) /Tel: 671 -472 -7277 Ø SBA Procurement Center Representative (PCR) – Hawaii, Guam & Pacific Insular Area – Larry Orr (Larry. [email protected] gov)/ Tel: 808 -4747317 Ø Procurement Technical Assistance Center (PTAC) http: //www. ptacalaska. org/ Ø Small Business Development Centers www. sba. gov/sdbc/ ØSmall Business Specialists (SBS) www. acq. osd. mil/sadbu Guam Oct 2010 www. sba. gov 31

Thank you Questions? “The survival of small business is essential to our homeland defense.

Thank you Questions? “The survival of small business is essential to our homeland defense. ” -- President George W. Bush http: //www. sba. gov/aboutsba/sbaprograms/gcbd/index. html SBA/2009 http: //www. sba. gov/ 32