1. I n t e g r i t y - S e r v i c e - E x c e l l e n c e Small Business Office An Overview Dr. Jeanette Robinson, DrPH, PhD AFLCMC Small Business Office Deputy Director HI/AFSAC AFLCMC/SB

2. I n t e g r i t y - S e r v i c e - E x c e l l e n c e MISSION OF BES ORGANIZATION CURRENT EFFORTS Do’s and Don’ts OVERVIEW AFLCMC

3. I n t e g r i t y - S e r v i c e - E x c e l l e n c e 3 Small Business Programs Small Business (SB) Definition A small business concern is a firm that is independently owned and operated, not dominant in the field of operation in which it is bidding, and qualified as a small business under certain criteria and size standards. Eligibility  Must not exercise a controlling or major influence on a national basis in a kind of business activity in which a number of business concerns are primarily engaged  Must be small (including its affiliates) under the North American Industrial Classification System (NAICS) for a specific industry References Federal Acquisition Regulation (FAR) Part 19 and FAR 2.101 Small Business Administration Small Business Size Standards (tied to NAICS) and 13 CFR 121 SBs SELF CERTIFY in the System for Award Management (SAM)

4. I n t e g r i t y - S e r v i c e - E x c e l l e n c e 4 Small Business Programs Small Business (SB) Go to www.sam.gov to see if a company is small under any of its NAICS codes

5. I n t e g r i t y - S e r v i c e - E x c e l l e n c e 5 Small Business Programs Small Business (SB) Because the system is sensitive to exactly how a company name is written, it is often easier to search by DUNS Number or CAGE Code. Also, some companies have multiple DUNS Numbers, so this is more likely to get you to the entity you want.

6. I n t e g r i t y - S e r v i c e - E x c e l l e n c e 6 Small Business Programs Small Business (SB) Click on “Reps & Certs” in the left menu bar to see if the company is small under any of its NAICS codes. Some of your colleagues may refer to this as “ORCA,” as this is the legacy system that used to contain this information.

7. I n t e g r i t y - S e r v i c e - E x c e l l e n c e RESPOND TO REQUEST To help the Air Force Small Business Office review potential set-asides, you must prepare your responses accordingly. If you do not respond to our request for information (RFI’s) and sources sought, we do not know about your capability. You must inform the Small Business Offices and Program Teams that there are enough companies with capabilities to have a good, competitive RFP process.

8. I n t e g r i t y - S e r v i c e - E x c e l l e n c e Small Business Office Initiatives Seeking New Ways to Improve Beyond AF Goals Market research data, Quad Charts, knowledge and tools to better support strategic sourcing and increasing leadership awareness of small business capabilities and contributions. Continuously Seeking New Capability Statements and Innovative Ways to Showcase Capabilities from Small Business IT Contractors Educating and Updating Contractors Daily on our Program Needs to meet the AF mission. Small Business Office holds Teleconferences and meetings (Daily). Provide Conference Presentations, Guides and training

9. I n t e g r i t y - S e r v i c e - E x c e l l e n c e Set-Aside Statutes/Regulations 9  The “rule of two” is that contracts above the Simplified Acquisition Threshold (SAT) can be “set aside” for participation by SBs (or any socioeconomic group for which contracts can be set aside) if the CO has reasonable expectation:  of offers from at least two SBs (offering their own products/services or products of other SB concerns) or at least two SBs within one of the socioeconomic groups we will discuss  that award will be made at fair market price FAR 19.502-2  For R&D set-asides, there must also be a reasonable expectation of obtaining best scientific and technological sources from SBs.

10. I n t e g r i t y - S e r v i c e - E x c e l l e n c e Categories/Set-Asides 10 Small Business Service Disabled Veteran-Owned SB 8(a) Small Business HUBZone Small Business = May Use Set-Aside Woman-Owned Small Business Economically Disadvantaged WOSB

11. I n t e g r i t y - S e r v i c e - E x c e l l e n c e 8(a) Categories/Set-Asides 11 Small Business Service Disabled Veteran-Owned SB HUBZone Small Business = May Use Set-Aside Woman-Owned Small Business Economically Disadvantaged WOSB 8a’s have priority over the other Socioeconomic groups.

12. I n t e g r i t y - S e r v i c e - E x c e l l e n c e Small Business Programs 8(a)Business Development Program FAR Subpart 19.8 Eligibility  Small business based on the North American Industry Classification System (NAICS) size standards  At least 51 percent owned and controlled by a US citizen(s) determined to be socially and economically disadvantaged*  Note: Separate eligibility requirements exist for businesses that are owned by American Indians, Native Alaskans, and Native Hawaiians 12

13. I n t e g r i t y - S e r v i c e - E x c e l l e n c e Small Business Programs 8(a)Business Development Program FAR Subpart 19.8 8a Eligibility Length SBA CERTIFIES 8(a)s for Nine Years Companies certified into the 8(a) program are expected to exit from the program in 9 years: Phase 1: Developmental Stage (4 years) Phase 2: Transition Stage (5 years) *Various Fair Opportunity IDIQ Contracts allow “overall” performance of the contract versus individual task orders (Example: NETCENTS) 13

14. I n t e g r i t y - S e r v i c e - E x c e l l e n c e Small Business Programs 8(a) Business Development Program TYPES OF 8a Awards:  Directed 8a  Competitive 8a Directed 8a: Contracting Officer can award a Sole Source Award to an eligible 8a Company for Acquisitions up to $4.0M for products/services and up to $6.5M for Manufacturing  Once the Contracting Officer has made a determination, the acquisition must be offered to, and accepted by the Small Business Administration (SBA) into the 8(a) program; the SBA is the prime on the contract. Note: Once an acquisition is 8(a), that procurement remains in the program unless/until it is released by the SBA. 14

15. I n t e g r i t y - S e r v i c e - E x c e l l e n c e Small Business Programs 8(a) Business Development Program TYPES OF 8a Awards:  Competitive 8a  Shall be competitive if exceeds $6.5M for manufacturing or $4.0M for all others, and expect two or more 8(a) offers  The SBA will confirm if the SBA dynamic search is up-to- date. Always check with your SBS or PCR to confirm. Note: Once an acquisition is 8(a), that procurement remains in the program unless/until it is released by the SBA. Contracting Officer must go through proper channels to do this. 15

16. I n t e g r i t y - S e r v i c e - E x c e l l e n c e Small Business Programs Tribally-owned 8(a)s, Native Hawaiian Organizations (NHOs), and Alaska Native Corporations (ANCs) Special exceptions exist within the 8(a) program, including: The competitive threshold for 8(a)s owned by Indian Tribes, NHOs and ANCs is currently $20M, and awards can be sole sourced to them below that amount, if the SBA has not accepted the requirement into the program as a competitive procurement in the past. Over $20M, a J&A is required for a sole source to such companies. Indian Tribes, NHOs and ANCs may own multiple 8(a) firms, as long as they do not own multiple 8(a)s in the same primary industry at the same time. 16

17. I n t e g r i t y - S e r v i c e - E x c e l l e n c e 17 Small Business Programs Woman-Owned Small Business (WOSB) and Economically Disadvantaged WOSB (EDWOSB) FAR Subpart 19.15 Eligibility Criteria for a Woman-owned Small Business (WOSB):  Small according to SBA Size Standards  At least 51 percent owned by one or more women who are U. S. citizens  Woman must manage day-to-day operations and make long- term decisions  Woman must hold highest officer position & work full-time for the business during normal working hours APPROVED THIRD PARTIES MAY CERTIFY WOSBs or WOSBs MAY SELF-CERTIFY Note: This program is tied to specific NAICS codes Documentation verifying eligibility must be in WOSB Program Repository

18. I n t e g r i t y - S e r v i c e - E x c e l l e n c e 18 Small Business Programs Woman-Owned Small Business (WOSB) and Economically Disadvantaged WOSB (EDWOSB) Eligibility Criteria for Economically Disadvantaged Woman-Owned Small Businesses (EDWOSBs) [in addition to those on the previous slide]:  Personal net worth less than $750K  Adjusted Gross Income averaged over 3 years is $350K or less  Fair market value of assets is $6M or less Note: EDWOSBs automatically qualify as WOSBs APPROVED THIRD PARTIES MAY CERTIFY EDWOSBs or EDWOSBs MAY SELF-CERTIFY Note: This program is tied to specific NAICS codes Documentation verifying eligibility must be in WOSB Program Repository

19. I n t e g r i t y - S e r v i c e - E x c e l l e n c e Small Business Programs Historically Underutilized Business Zone (HUBZone) 19 FAR Subpart 19.13 Definition  An Historically Underutilized Business Zone (HUBZone) is an economically distressed area as determined by the Small Business Administration (SBA), based on income and unemployment census data.  Nationally, HUBZones typically include:  Urban census tracts  Rural counties  Lands within the boundaries of Indian Reservations  Base Realignment and Closure (BRAC) areas SBA CERTIFIES HUBZone SBs

20. I n t e g r i t y - S e r v i c e - E x c e l l e n c e Small Business Programs Historically Underutilized Business Zone (HUBZone) 20 Eligibility  To be eligible for the HUBZone program, a business must:  Be small based on the North American Industry Classification System (NAICS) size standards  Be located in a HUBZone  Be wholly owned and controlled by U.S. citizens  Have at least 35 percent of its employees residing in a HUBZone

21. I n t e g r i t y - S e r v i c e - E x c e l l e n c e 21 Small Business Programs Service-Disabled Veteran-Owned/Veteran-Owned Small Business (SDVOSB/VOSB ) Eligibility: FAR Subpart 19.14 Service-disabled Veteran-owned Small Business (SDVOSB) concern:  Small based on NAICS codes  At least 51 percent owned by one or more service-disabled veterans or, in the case of any publicly owned business, at least 51 percent of the stock is owned by one or more service- disabled veterans  The management and daily business operations of which are controlled by one or more service-disabled veterans or, in the case of a service-disabled veteran with permanent and severe disability, the spouse or permanent caregiver of such veteran  Service-disabled veteran means a veteran, as defined in 38 U.S.C. 101(2), with a disability that is service-connected, as defined in 38 U.S.C. 101(16) Note: Set-asides do not apply to VOSBs. The veteran(s) must be service-disabled. SDVOSBs SELF CERTIFY in the System for Award Management (SAM)

22. I n t e g r i t y - S e r v i c e - E x c e l l e n c e 22 Small Business Programs Service-Disabled Veteran-Owned/Veteran-Owned Small Business (SDVOSB/VOSB ) The Office of Small and Disadvantaged Business Utilization’s (OSDBU) VetBiz.gov provides information about the Center for Verification and Evaluation (CVE) efforts to verify Service-Disabled Veteran-Owned Small Businesses (SDVOSBs) and Veteran-Owned Small Businesses (VOSBs). SDVOSBs and VOSBs who want to participate in the VA’s Veterans First Contracting Program must be verified by CVE in order to be eligible for VA contract set-asides. Visit: www.vetbiz.gov

23.  CPARS is the DoD system used to assess contractor performance IAW FAR 42.15  Air Force (AF) initiated action to develop a performance evaluation area in CPARS for SB Utilization  OSBP supported initiative and assisted in development of the evaluation area and rating definitions and worked with AF and CPARS Operational Requirements Committee (ORC) to implement  SB Utilization added to CPARS Feb 2009 CPARS 23

24. Yes or No Yes, No or N/A Contract Complete N/A Bi-Annual date-Mar or Sep (This information comes from the eSRS) Standard CPAR rating (required when answering “Yes” to Does this contract include a subcontracting plan?) CPARS SYSTEM 24

25. Do: Don’t: Attend Industry Days, Conferences and Luncheons to Market your Capability Look at Smaller Opportunities to Develop Past Performance History Know Your Small Business Directors and Specialists Know Your SBA Regional Procurement Center Rep Do not meet with your customer until you know what they do. Do not have surreal expectations as a very very small business Do Not Make promises that you cannot deliver Do Not Send your capabilities brochures as a response to an RFI or Sources Sought Do Not Meet to Have a Meeting. Have a solid agenda Lessons Learned

26. Do: Don’t: Know when a market is not right for you and when to move to another Keep Your Name Out there Be Realistic Do get free consultations or you can contact various consulting companies that can provide the proper intro to government contracting. Do not get discouraged or disappointed as a new business competing for Air Force Opportunities. Do not go after every requirement if it is not your niche Do not waste your time on opportunities that your firm is not qualified to perform. When you do propose, Do not price yourself out of the competition Lessons Learned

27. DO: DON’T: Do be honest with the PM/CO about your firm’s experience and capability. Do contact the POCs with questions about the requirement posted on HERBB. When you respond to requirements (SS, RFI’s, RFP’s, etc: Do obtain clarification when needed. Do not submit incomplete documentation Do not submit an offer that differs from what was requested. (non- responsive) Do not overextend yourself financially, or otherwise (responsibility determination). Lessons Learned

28. DO: DON’T: Hire qualified personnel Do communicate with the government Small Business Office on a regular basis. Do observe and provide solutions to IT problems Do become familiar with agency regulations and the FAR. Do understand our System Engineering Processes (SEP) and/or CMMI Requirements Do inspect the work you perform frequently and make sure it is compliant with the contract specifications. Do not propose personnel that cannot pass the security or foreign disclosure background checks. Lessons Learned

29. Summary Know Your Customer and Your Niche Provide the Best Capabilities Subscribe to the FEDBIZOPS Respond to RFI’S and Sources Sought Know Your Small Business Directors And SBA Representatives

30. AFLCMC/SB Supports Wright-Patterson and Gunter Air Force Bases ** Operating Locations Under the new 5 Center Construct Dr. Jeanette Robinson *WPAFB, OH (IT & AFSAC) (Supports Gunter AFB) Area A (937) 257-4822 jeanetterobinson@us.af.mil Dr. Jeanette Robinson *WPAFB, OH (IT & AFSAC) (Supports Gunter AFB) Area A (937) 257-4822 jeanetterobinson@us.af.mil Mr. Thomas Krusemark Small Business Administration (SBA Procurement Center Representative (PCR) Located at WPAFB, OH (937)255-3333 Mr. Thomas Krusemark Small Business Administration (SBA Procurement Center Representative (PCR) Located at WPAFB, OH (937)255-3333