1. Let’s Go Beyond FBO EMPOWERED MARKET RESEARCH THROUGH FPDS & DSBS
Size Protests 2016
11/11/2017
EMPOWERED MARKET RESEARCH
THROUGH FPDS & DSBS
Let’s Go Beyond FBO
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2. Randall Johnston Presenter:
Size Protests 2016
11/11/2017
Presenter:
Randall Johnston
Deputy Area Director, Area 2 U.S. Small Business Administration Office of Government Contracting
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3. MARKET RESEARCH USING FPDS & DSBS
Today’s market research needs to use current and valid sources when assessing the supply chain. There are no better sources than the Federal Procurement Data System or “FPDS” and SBA’s Dynamic Small Business Search “DSBS” tool when trying to find sources of supply/services for Government procurements.
FPDS and DSBS importance is supported by OMB, OFPP, and all Federal agencies that analyze buying trends, obtain needed contract data for strategic analysis, and small business goaling.
We will first address each database for this training session.

4. MARKET RESEARCH USING FPDS
The Federal Procurement Data System (FPDS) website is located at: and you can use this database while following my presentation.
FPDS data is a tactical & strategic market research tool.
Either register as a user to query live procurement data with the enhanced ability to save reports, or simply use the
“ezSearch” tool at the start of the FPDS home page.

5. MARKET RESEARCH USING FPDS
FPDS data provides contract history for acquisition team, contracting officers, and the small business office:
Each party has ability to search the whole database for contract awards for the same or similar requirement.
Helps establish acquisition strategy or plan
Helps determine small business capability without the use of FBO, which can save procurement lead time

6. MARKET RESEARCH USING FPDS
FPDS data is value added:
Provides buying trends: what the Government is buying and how often, and answers the who, what, where, and when questions.
It’s the best known source for contract history.
Provides small business representation data. Who, what, and how many small businesses are doing business with the Federal Government.

7. Quick FPDS Demo Go to following website:
and type in NAICS Code :

8. Quick FPDS Demo
You will see a list of contract actions (awards and mods) pop up, click on “Date Signed” in the “Sort By” box to get the most recent contact actions:

9. Quick FPDS Demo
Scroll to the top of the screen and click on “Advanced Search”. You will then click on the “Add” button and a drop down menu will appear. Select “Description of Requirement” and type in “fiber optic”, then press “Search”:

10. Quick FPDS Demo
Your search screen should now have contract actions involving NAICS Code and “fiber optic” related contract actions as indicated in the “Search Criteria” box:

11. Quick FPDS Demo
Select the “Advanced Search” button again and then the “Add” button, select “Socio Economic Indicators” from the drop down menu. Enter the word “small” in the “Like” field and press “Search”:

12. Quick FPDS Demo
You now have “drilled down” the contract actions set-aside for small business related to , and fiber optic requirements as indicated in the Search Criteria box:

13. Quick FPDS Demo
Click on the MS Exel “CSV” botton to the right of the screen and save the data for sorting and analysis of contract history:

14. Quick FPDS Demo
Contract History analysis involves sorting the data and making sense of it by either contacting the list of firms based on the data you sort and utilize in your analysis, or taking the data at face value:

15. Market Research Decision Step
If Contract History analysis cannot produce the market research to support your acquisition decision for either an unrestricted or SB set-aside procurement, then the next step would involve using the Dynamic Small Business Search tool or “DSBS” and is located at:
DSBS can provide you a list of potential small business firms that are affiliated with a specific NAICS code and key words related to the procurement.

16. Quick DSBS Demo
The Dynamic Small Business Search tool or DSBS can be used to generate lists, and to solicit the small business industry for capability. This can be done by accessing the DSBS and web page at:

17. Quick DSBS Demo
Scroll down to the “Specific Nature of Business” Section within DSBS and input NAICS Code , and put in the key words “fiber optic”:

18. Quick DSBS Demo
Before you generate a list, scroll down to the “Search Results Display Options” Section of DSBS which then provides you three formating options:
Table Format
HTML Import Format
Mail Merge Format
Vertical Format for mobile users.
If you know the capabilty of the small business market and want to provide lists to Government officials, use options 1, 2 or 4 respectively.
If you want to solicit the small business industry within SAM, use option 3 or the Mail Merge Format.

19. Quick DSBS Demo
If you want to solicit the small business industry within SAM, pick Option 3 or the Mail Merge Format and then click on “Search Using these Criteria”:

20. Quick DSBS Demo
This will provide you the capability of saving all addresses and formating them into a message by simply picking the “semi-colon and space” option. Use this option since Microsoft Outlook uses this format to separate addresses:

21. Quick DSBS Demo
All the s generated can simply be copied and pasted into a Microsoft Outlook and sent to all small businesses. NOTE: You must use the blind copy line to protect the identity of all small business firms.

22. DSBS Guidelines for Soliciting SB firms
You should use the blind copy “Bcc” line when sending out an in order to protect the identity of all small business firms you are soliciting.
Your should provide the purpose of the and attach a copy of the instructions on submitting capability statements.
The should also have attached a draft Statement of Work or Performanced Based Statement of Work for the firms to reference.
Capability Statements should be no more than 5 to 10 pages in length, depending upon the complexity and size of the procurement.
Your must outline how you will be assessing each capability statement. Be very specific on how you will assess their capability.
Be specific on what information you are asking for, much like in Section L and M of an RFP.
Do not use RFP words such as “evaluation” or “qualified” when assessing capability statements. Your just assessing the market, not doing a technical evaluation.

23. ”SBA Quick Reference”

24. Summary of CFR regulations
SBA on Small Business Joint Ventures
SBA on Small Business Joint Ventures
Size Protests 2016
11/11/2017
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Summary of CFR regulations
SBA size regulations 13 CFR Part 121
HUBZone regulations 13 CFR
SBA Certificate of Competency 13 CFR 125.5
Service-disabled veteran 13 CFR (b)
8(a) and SDB regulations 13 CFR
Small disadvantaged business 13 CFR (f)
WOSB Program 13 CFR 127
SBA Prime Contracting 13 CFR 125.2
SBA Subcontracting 13 CFR 125.3
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SBA Office of Government Contracting, Omaha
SBA Office of Government Contracting, Omaha 24 24

25. TYPES OF SBA CONTACTS & OFFICES
SBA on Small Business Joint Ventures
Small Business Jobs Act and Changes
Size Protests 2016
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TYPES OF SBA CONTACTS & OFFICES
A. SBA Government Contracting Area Offices
1. SBA Procurement Center Representatives (PCRs)
2. SBA Commercial Market Representatives (CMRs)
B. SBA District Offices
1. Business Opportunity Specialists (BOS)
C. SBA Regional Offices
D. SBA Headquarters
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SBA Office of Government Contracting, Omaha
SBA Office of Government Contracting, Omaha 25 25

26. Six SBA Government Contracting Areas at hyperlink: https://www. sba

27. A. SBA Quick Reference - SBA Area Offices
Small Business Jobs Act and Changes
SBA on Small Business Joint Ventures
Size Protests 2016
11/11/2017
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A. SBA Quick Reference - SBA Area Offices
1. Size protests (with recertification) FAR
13 CFR
13 CFR
2. Locating nearest SBA staffer FAR 19.4
3. Certificate of Competency FAR 19.6
13 CFR 125.5
4. COC Limitations on Subcontracting Compliance
FAR
13 CFR 125.6(f)
5. Receiving copies subcontracting plans
FAR 27
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SBA Office of Government Contracting, Omaha
SBA Office of Government Contracting, Omaha 27 27

28. B. SBA Quick Reference - SBA Procurement Center Representatives (PCRs)
FAR   Small Business Administration procurement center representatives. (a)(1) The SBA may assign one or more procurement center representatives to any contracting activity or contract administration office to carry out SBA policies and programs…
(2) If a SBA procurement center representative is not assigned to the procuring activity or contract administration office, contact the SBA Office of Government Contracting Area Office…..
(b) Upon their request and subject to applicable acquisition and security regulations, contracting officers shall give SBA procurement center representatives….access to all reasonably obtainable contract….

29. B. SBA Quick Reference SBA PCRs, cont.
1. SBA PCR coordination records FAR (b)   
13 CFR 125.2
2. Small business set-aside appeals FAR
13 CFR 125.2(b)(7)
3. HUBZone set-aside appeals FAR
FAR
13 CFR
4. SDVOSB set-aside appeal FAR
FAR
13 CFR
5. Reporting bundling to SBA (MATOCs) FAR (e)(1)
6. SBA subcontracting plan reviews-copies FAR (3)
13 CFR 125.2(b)(6)(iii)
FAR (c)
13 CFR 125.2(b)(6)(iii)(C)
7. SBA subcontracting program review FAR (4)
8. Small business TFD FAR (e)(4))
(Termination for default)
9. Surveillance review of agency contracting

30. Small business coordination forms sent to SBA PCRs
Agency
Form
Title 1
Commerce
CD 570
Small business set-aside review 2
Defense
2579
Small business coordination record 3
Energy
4220.2
Small Business Review form 4
GSA
2689
Small Business Analysis Record 5
HHS
653
Small business review form 6
Homeland Security
700-22 7
Interior
1886
Acquisition screening and review form 8
Labor
DL1-2004
Small Business Procurement Determination. 9
NASA
NF 1787
Small business review sheet 10
State
DS-1910
Small Business Clearance Form 11
Transportation
4250
Small Business Program Review Form 12
USDA
AD-1205
Small Business Program – Procurement Review 13 VA
2268
Procurement Request Review For Small Business…

31. Document that you have provided SBA Area Directors with copies of subcontracting plans
Postaward responsibilities of the contracting officer. …:
Notifying the SBA of the award by sending a copy of the award document to the Area Director, Office of Government Contracting, in the SBA area office where the contract will be performed.
(c) Giving to the SBA procurement center representative….a copy of—
(1) Any subcontracting plan submitted in response to a sealed bid solicitation; and
(2) The final negotiated subcontracting plan that was incorporated into a negotiated contract or contract modification.
(d) Notifying the SBA procurement center representative…. of the opportunity to review subcontracting plans in connection with contract modifications.

32. Prime contractor portfolio management 13 CFR 125.3
Size Protests 2016
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C. SBA Quick Reference - SBA Commercial Market Representatives (CMRs) link at: (
Prime contractor portfolio management 13 CFR 125.3
Reviews of subcontracting plan holders 13 CFR 125.3
Matchmaking CFR 125.3
SBA SUB-Net link at:
SBA Subcontracting Opportunities Directory link at:
“SBLO Handbook” link at:
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33. D. SBA Quick Reference – SBA Regional and District Offices
Small Business Jobs Act and Changes
SBA on Small Business Joint Ventures
Size Protests 2016
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D. SBA Quick Reference – SBA Regional and District Offices
Link to district offices at: 33
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SBA Office of Government Contracting, Omaha
SBA Office of Government Contracting, Omaha 33 33

34. D. SBA Quick Reference - SBA District Offices, cont.
SBA on Small Business Joint Ventures
Small Business Jobs Act and Changes
Size Protests 2016
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D. SBA Quick Reference - SBA District Offices, cont.
To locate SBA 8(a) business development servicing office, check Dynamic Small Business Search at the link: and then local resources at the link
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SBA Office of Government Contracting, Omaha
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35. E. SBA Quick Reference - SBA Headquarters
Small Business Jobs Act and Changes
SBA on Small Business Joint Ventures
Size Protests 2016
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E. SBA Quick Reference - SBA Headquarters
1. HUBZone status protests FAR  
13 CFR
2. NAICS code appeal FAR
13 CFR
3. Non-manufacturer rule waivers FAR (f)(1)-(7)
13 CFR
4. SDVOSB status protest FAR
13 CFR
5. WOSB Program status protest FAR /13 CFR 35
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SBA Office of Government Contracting, Omaha
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36. FAR 19. 102 (f ): No class waiver to NMR
FAR (f ): No class waiver to NMR? Check out an individual waiver*

37. A. If you find no class waivers, an SBA individual waiver to the Nonmanufacturer Rule (NMR) may help you to achieve small business goals if*:
B. A waiver for a set-aside is not needed when: 1. One small business manufacturer: * Small business set-aside 2. Small business manufacturer, brand specific of any dollar size with FAR 6 justification: * Small business set-aside 3. Large business, brand specific (or brand equivalent) requirement $25,000 or less with FAR 6: * Small business set-aside C. GSA schedule: Use the closest code listed on the schedule. Then same as above if no class waiver. D. Exception to “NMR” if procurement $25,000 or less (FAR (f)(7)(B))

38. Size Protests 2016
NMR Program Office
The preferred and most expeditious method for asking questions and submitting waiver requests is by to
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