1. “SBA 1st First Wednesday Virtual Learning 2016”
Market Research and New WOSB NAICS codes
11/15/2018
“Exceeding Your Goals”
“Market Research Using Dynamic Small Business Search & New WOSB/EDWOSB NAICS Codes”
Valerie Coleman
Procurement Center Representative
SBA Office of Government Contracting, Area V, Houston
“SBA 1st First Wednesday Virtual Learning 2016”
(402)

2. Google link to dynamic small business search – phone only
Open the link that comes up and says, “DSBS - SBA - Could Not Set Session Cookies - SBA.gov”
Leave it open for live use in the last part of our program
Link is:
11/15/2018

3. 11/15/2018 6:50 PM11/15/2018 6:50 PM Presenter:
Valerie Coleman, Procurement Center Representative
SBA Office of Government Contracting, Area V, NASA, Johnson
Space Center or
(281)
Dwight A. Johnson, PCR
SBA Office of Government Contracting, Area IV, Omaha
(402)
Janis Kaiser, PCR
SBA Office of Government Contracting, Area IV, Chicago
(312)
11/15/2018 6:50 PM11/15/2018 6:50 PM

4. Market Research and New WOSB NAICS codes
11/15/2018
SBA Area Directors, Office of Government Contracting (
Size protests FAR Part 19.3
SBA staff FAR Part 19.4
Certificates of Competency FAR Part 19.6
Subcontracting plans FAR Part 19.7
Reminders:
SBA approves joint ventures of 8(a) firms only. Do not ask any other small business JVs for evidence of SBA approval.
(402)

5. Welcome to “SBA Virtual Learning 2016”
Questions answered during the final 10 minutes. Or contact any time.
Technical problems? Contact the moderator with a note or call AT&T Connect Support at
Page numbers stated for those working of hard copies of the program.
We cover the “SBA Quick Reference” as time allows.
Participation is limited to federal acquisition and related staff, SBA, and Procurement Technical Assistance Center (PTAC) staff. Your nearest PTAC: (

6. Association of Procurement Technical Assistance Centers - site for hosting past “1st Wednesday” programing
Check this link for past programs:
sba-webinar-library/
Contracting officer resources: “How PTACs partner with federal agencies”:

7. CAUTION – Do not recommend fee for service firms for SAM registration
There are firms that offer fee for services to assist small businesses in a variety of ways. Registration in SAM, proposal preparations, certifications (not authorized by SBA) assistance in getting on GSA Federal Supply Schedules and so forth.
No government official should be promoting any individual business’ services or products as this implies endorsement of one firm over all others. The government has to remain impartial.  If you come across something that you think is great, encourage that firm to market itself, but do not market on their behalf. 
The government, through the Department of Defense established the Procurement Technical Assistance Program (PTAP) who have centers throughout the country that do provide this and many other services – most of which are at no cost to a firm.”  

8. Market Research and New WOSB NAICS codes
1102 FIRST WEDNESDAY VIRTUAL LEARNING SERIES 2016” 9:30 to 10:30 Central Time
Market Research and New WOSB NAICS codes
11/15/2018
FY 2016
 Topic
Presenters
SBA Area 1
October 7, 2015
8(a) Business Development
Jackquline Robinson-Burnette
HDQTRS 2
November 4, 2015
Women-Owned Small Business
Ken Silvia
III 3
December 2, 2015
SBA Surveillance Reviews 2016
Valerie Coleman V 4
January 6, 2016
Consolidation/Bundling
Jan Kaiser IV 5
February 3, 2016
SDVOSB
Keith Waye I 6
March 2, 2016
Strategic Sourcing
Tom Krusemark 7
April 6, 2016
Market Research: Dynamic Small Bus Search 8
May 4, 2016
HUBZones
Mariana Pardo/Alison Mueller 9
June 1, 2016
SBA Size Standards
David Gordon 10
July 13, 2016
Nonmanufacturer Rule
Janice Nietes VI 11
August 3, 2016
SBA Subcontracting Assistance (CMRS)
Stephanie Lewis 12
August 17, 2016
Market Research:
Using
FPDS
Randall Johnston
(402)

9. One Continuous Learning Point
Self-service: Fill in your name on the certificate slide and save.
Phoning in only? Send an immediately to to verify your participation. If you listen in groups, send s fo participants in an excel document with addresses
Post program . This contains a time sensitive .wmv recording, a transcript of the program, along with another copy of the program PowerPoint.
Welcome and thank-you for your support of small business.

10. “SBA 1st First Wednesday Virtual Learning 2016”
Market Research and New WOSB NAICS codes
11/15/2018
“Exceeding Your Goals”
“Market Research Using Dynamic Small Business Search & New WOSB/EDWOSB NAICS Codes”
Valerie Coleman
Procurement Center Representative
SBA Office of Government Contracting, Area V, Houston
“SBA 1st First Wednesday Virtual Learning 2016”
(402)

11. Market Research and New WOSB NAICS codes
11/15/2018
What we are going to cover
1. FAR 10 Market Research: Start with small business 2. “Dynamic Small Business Search” (“DSBS”) – Live sources sought 3. WOSB/EDWOSB NAICS codes
11/15/2018
(402)

12. First - Some Regs…
FAR Part – Definition of market research: Collecting & analyzing information about capabilities within the market to satisfy agency needs. FAR Part – Acquisition planning policy: (a) Agencies shall perform acquisition planning and conduct market research (FAR Part 10) for all acquisitions…
11/15/2018

13. Think small business 11/15/2018
Use market research to craft a strategy, not to validate a pre- existing strategy
Make the research “small business friendly”
Begin with a with a mindset that small business can perform until your documented research shows otherwise.
11/15/2018

14. Rule of Two
FAR (a) reserves acquisitions of over $3,000 and $150,000 for small business.
FAR (b) –
b) The contracting officer shall set aside any acquisition over $150,000 for small business participation when there is a reasonable expectation that:
(1) offers will be obtained from at least two responsible small business concerns….; and
(2) award will be made at fair market prices.
11/15/2018

15. Parity
FAR (a) Policies - Relationship among small business programs (parity) for procurements valued over $150,000 based upon market research #1
First consider HUBZone or 8(a) or SDVOSB or WOSB or EDWOSB set-asides. (You do not mix and match.) #2
Then, small business set aside #3
Finally, full and open competition
11/15/2018

16. Parity - FAR Part
(d) In determining which socioeconomic program to use for an acquisition, the contracting officer should consider, at a minimum—
(1) Results of market research that was done to determine if there are socioeconomic firms capable of satisfying the agency's requirement; and
(2) Agency progress in fulfilling its small business goals
11/15/2018

17. SBA Procurement Center Representatives (PCR)
Market Research and New WOSB NAICS codes
SBA Procurement Center Representatives (PCR)
11/15/2018
19.402  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.
11/15/2018
(402)

18. Market Research and New WOSB NAICS codes
11/15/2018
PCRs, continued
19.402  Small Business Administration procurement center representatives.
(2) If a SBA procurement center representative is not assigned to the procuring activity or contract administration office…See
(b) Upon their request…. contracting officers shall give SBA procurement center representatives….. access to all reasonably obtainable contract information that is directly pertinent to their official duties.
11/15/2018
(402)

19. EDWOSB/WOSB www.sba.gov/wosb Set-aside program implemented Feb. 2011
New codes effective March 3, 2016
113 New Codes
92 – WOSB
21 – EDWOSB
The original set of 83 NAICS industry groups will remain effective for all solicitations published prior to the effective date of the new 2016 NAICS industry groups.

20. “Dynamic Small Business Search” or DSBS
Market Research and New WOSB NAICS codes
11/15/2018
“Dynamic Small Business Search” or DSBS
Know the system
Justify the area you search
Use codes and/or key words
Call to see if the small business has the capacity
Call to see if the small business will participate
Your “market research friend”
11/15/2018
(402)

21. DSBS at http://dsbs.sba.gov/dsbs/search/dsp_dsbs.cfm
11/15/2018

22. Search “DSBS” by NAICS code or key word
Size standards.
(a)(1) The SBA establishes small business size standards on an industry-by-industry basis… Small business size standards matched to industry NAICS .. at standards.
(b) Small business size standards are applied by—
(3) Specifying the size standard in the solicitation so that offerors can appropriately represent themselves as small or large.
11/15/2018

23. Doing a “sources sought” with Dynamic Small Business Search
Market Research and New WOSB NAICS codes
Small business market research and coordinating with SBA
November 15, 2018
11/15/2018
Doing a “sources sought” with Dynamic Small Business Search
Write Sources Sought and paste into the body of an
Send the to yourself
Search “Dynamic Small Business Search” and gather addresses using NAICS code(s)/and-or key words
“Save messages for all” from your DSBS search
Cut and paste s into BCC
A tool available that may supplement a regular FBO sources sought with targeted communications
11/15/2018 23
SBA Office of Government Contracting, Omaha
(402) 23

24. “Save email messages for all” from your DSBS search
November 15, 2018
11/15/2018 24

25. Cut and paste emails into BCC of outlook
November 15, 2018
11/15/2018 25

26. Talking through the process
Live, on-line DSBS and Sources Sought for those logged in to the webinar
For those phone only, go to the DSBS link you opened when we started.

27. “SBA 1st First Wednesday Virtual Learning 2016”
Market Research and New WOSB NAICS codes
11/15/2018
“Exceeding Your Goals”
“Market Research Using Dynamic Small Business Search & New WOSB/EDWOSB NAICS Codes”
Valerie Coleman
Procurement Center Representative
SBA Office of Government Contracting, Area V, Houston
“SBA 1st First Wednesday Virtual Learning 2016”
(402)

28. ”SBA Quick Reference: Whom to Contact for What”

29. Dynamic Small Business Search
Dynamic Small Business Search is alive and well. Link:

30. Summary of CFR regulations
SBA on Small Business Joint Ventures
Strategic Sourcing
SBA on Small Business Joint Ventures
11/15/2018
11/15/2018
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
11/15/2018 6:50 PM
(402)
SBA Office of Government Contracting, Omaha
SBA Office of Government Contracting, Omaha 30 30

31. FIVE TYPES OF SBA CONTACTS & OFFICES
SBA on Small Business Joint Ventures
Small Business Jobs Act and Changes
Strategic Sourcing
11/15/2018
11/15/2018
11/15/2018
11/15/2018
FIVE TYPES OF SBA CONTACTS & OFFICES
A. SBA Government Contracting Area Offices
B. SBA Procurement Center Representatives (PCRs)
C. SBA Commercial Market Representatives (CMRs)
D. SBA District Offices
E. SBA Headquarters
(402)
SBA Office of Government Contracting, Omaha
SBA Office of Government Contracting, Omaha 31 31

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

33. A. SBA Quick Reference - SBA Area Offices
Small Business Jobs Act and Changes
SBA on Small Business Joint Ventures
Strategic Sourcing
11/15/2018
11/15/2018
11/15/2018
11/15/2018
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
11/15/2018 6:50 PM 33
(402)
SBA Office of Government Contracting, Omaha
SBA Office of Government Contracting, Omaha 33 33

34. 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….

35. 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
11/15/2018 6:50 PM

36. 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…

37. 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.

38. Prime contractor portfolio management 13 CFR 125.3
Strategic Sourcing
11/15/2018
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:
(402)

39. D. SBA Quick Reference – SBA Regional and District Offices
Small Business Jobs Act and Changes
SBA on Small Business Joint Ventures
Strategic Sourcing
11/15/2018
11/15/2018
11/15/2018
11/15/2018
D. SBA Quick Reference – SBA Regional and District Offices
Link to district offices at: 39
(402)
SBA Office of Government Contracting, Omaha
SBA Office of Government Contracting, Omaha 39 39

40. D. SBA Quick Reference - SBA District Offices, cont.
SBA on Small Business Joint Ventures
Small Business Jobs Act and Changes
Strategic Sourcing
11/15/2018
11/15/2018
11/15/2018
11/15/2018
D. SBA Quick Reference - SBA District Offices, cont.
To locate SBA 8(a) servicing office, check Dynamic Small Business Search at the link: and then local resources at the link
(402)
SBA Office of Government Contracting, Omaha
SBA Office of Government Contracting, Omaha 40 40

41. E. SBA Quick Reference - SBA Headquarters
Small Business Jobs Act and Changes
SBA on Small Business Joint Ventures
Strategic Sourcing
11/15/2018
11/15/2018
11/15/2018
11/15/2018
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
11/15/2018 6:50 PM 41
(402)
SBA Office of Government Contracting, Omaha
SBA Office of Government Contracting, Omaha 41 41

42. FAR 19. 102 (f ): No class waiver to NMR
FAR (f ): No class waiver to NMR? Check out an individual waiver*

43. 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))

44. Strategic Sourcing
NMR Program Office
The preferred and most expeditious method for asking questions and submitting waiver requests is by to
(402)

45. WOSB Repository
Due to the system upgrade, access to the WOSB Federal Contract Program Repository will be temporarily unavailable for contracting officers (CO), starting on Wednesday, March 23 at 1:00 EDT.  This may be down for several weeks.   During this time, in order to comply with the WOSB Program requirements at 13 CFR and FAR (e) (specifying that a CO shall verify that an apparent successful offeror has provided all the required documents set forth in (e) to the WOSB Repository), SBA will review the Repository on behalf of a CO. A CO may request that SBA review the Repository on their behalf by sending an to (link sends ) with the following in the subject line:
"PENDING AWARD UNDER FAR (e) VERIFICATION REQUEST- SOLICITATION NUMBER [insert solicitation number]."  
In the body of the , the CO should provide the following: provide the apparent successful offeror’s DUNS, EIN, FIRM NAME, OWNER NAME; indicate whether the pending award is a WOSB or EDWOSB set-aside or sole source award; specify the NAICS code assigned to the procurement; and identify the State where the CO is located. Within 2 business days, SBA will perform the necessary check to determine whether the apparently successful offeror has filed all the required eligibility documents and provide the CO with an response which either: (a) notifies the CO that all required documents have been provided or (b) identifies which documents are missing in order to allow the CO to file a status protest in accordance with SBA regulations and the FAR.
s for this information will be processed only for Contracting Officers. 
See the link: