Federal Business Opportunities Understanding Federal Acquisition How to

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

To Here… SBA/2009 3

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 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 -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 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 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 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 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

Watch the Video & Sign Up SBA/2009 12

Email Notification of Projects SBA/2009 13

SBA/2009 14

See List SBA/2009 15

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 & 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 -- 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

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

SBA/2009 22

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/ or http: //www. arnet. gov/far/ SBA/2009 24

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 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

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. 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 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 – Ken Lujan (kenneth. lujan@sba. gov) /Tel: 671 -472 -7277 Ø SBA Procurement Center Representative (PCR) – Hawaii, Guam & Pacific Insular Area – Larry Orr (Larry. orr@sba. 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. ” -- President George W. Bush http: //www. sba. gov/aboutsba/sbaprograms/gcbd/index. html SBA/2009 http: //www. sba. gov/ 32