1. Alliance Mid-Atlantic1 Back to Basics Presented by: Sherry Rose NJ Institute of Technology, PTAC & M. Clyde Stoltzfus SE PA PTAC University of Pennsylvania March 4, 2014

2. Alliance Mid-Atlantic2 Procurement Technical Assistance Program (PTAP) The PTAP functions as a “link” between businesses and government offices. Its primary goal is to help companies market to government agencies.

3. Alliance Mid-Atlantic3 Success Factors Before attempting major government marketing: o 2 to 3 years of commercial experience o Develop or update your business plan o Develop a Capability Statement o Electronic capability o Financial stability o Good customer mix o Credit card capable

4. Alliance Mid-Atlantic4 The Trust Factor Trust issues: o Reliability o Stability o Integrity o Technical Capability o Capacity

5. Alliance Mid-Atlantic5 Capability Statement o Capabilities: Type of work you can do. o Facilities and Equipment: List special equipment and resources o Expertise: A brief summary of your expertise and key staff expertise. o Codes: List your NAIC and FSC codes o Certifications: List special business status o Customers: Provide a list of at least three or four of your key customers

6. Alliance Mid-Atlantic6 o Your name, business name, location(s), years in business o Business mission and product or service o Target market or customer o Small business status/certifications o Experience/past performance o Close with your hook (why this customer should care) Examples:  Your proud achievement  Your special niche’  Their special need Two-minute Pitch

7. Alliance Mid-Atlantic7 Contracting Codes North American Industrial Classification System (NAICS) www.census.gov/epcd/www/naics.html www.census.gov/epcd/www/naics.html o a classification system that groups together economic units that use like processes to produce goods or services. o used to classify businesses to facilitate information sharing, to determine size standards and as search criteria for finding businesses to perform specific tasks or contracts.

8. Alliance Mid-Atlantic8 Contracting Codes o used to identify companies for financial transactions and required by the federal government for the System for Award Management (SAM) Data Universal Numbering System (DUNS) Number call 1-866-705-5711 or register online at: http://fedgov.dnb.com/webform/displayHo mePage.do

9. 9 Contracting Registrations Companies must register in order to be considered for any future solicitations, awards or payment Requires a DUNS number, NAICSs Will be assigned a CAGE Code Small Business database (old Pro-Net) Online Representations and Certifications Application ( old ORCA) SAM www.sam.govwww.sam.gov Alliance Mid-Atlantic

10. 10 Dynamic Small Business database Small Business database within SAM o Searchable national internet database of small, certified & non-certified businesses o Used by federal agencies and primes to locate vendors o Requires entry and upkeep of information

11. Alliance Mid-Atlantic11 must be a small business must be unconditionally owned and controlled by one or more socially and economically disadvantaged individuals who are of good character and citizens of the United States must demonstrate potential for success. https://sba8a.symplicity.com/applicants/guide SBA Certifications o SBA 8(a) program

12. New Requirements o Personal Income $250,000 initial eligibility $350,000 continued eligibility o Total Assets $4.0 million initial eligibility $6.0 million continued eligibility

13. Alliance Mid-Atlantic13 SBA Certifications must be a small business concern must be owned and controlled by US citizens, Community Development Corporations or Indian tribes the principal office of the concern must be located in a HUBZone at least 35% of the concern’s employees must reside in a HUBZone http://map.sba.gov/hubzone/ o HUBZones

14. WOSB PROGRAM WOSB and EDWOSB o 83 NAICS Codes o 51% owned, controlled and actively managed by woman/women o EDWOSB personal net worth $750,000; income $350,000; assets $6.0 million o Register in SAM/ORCA o Self-certify or certified (3 rd party) o www.sba.gov/wosb www.sba.gov/wosb Alliance Mid-Atlantic14

15. Veteran First Program Veterans Administration Only Alliance Mid-Atlantic15 o Veteran Owned Businesses o Service Disabled Veteran Owned Businesses o Must be verified by CVE and listed in VetBiz www.vip.vetbiz.gov

16. Alliance Mid-Atlantic16 Other Programs & Certifications o Self certification programs (federal) Women-Owned businesses Service Disabled Veterans (Veterans) o Commonwealth of Pennsylvania www.smallbusiness.pa.gov www.smallbusiness.pa.gov o Certification with the State of New Jersey www.state.nj.us/commerce/smallbiz www.state.nj.us/treasury/purchase

17. Alliance Mid-Atlantic17 Some ways Government contracting differs o Public accountability for public funds o Socio-economic considerations o The right to protest o Debrief o Rules

18. Alliance Mid-Atlantic18 Rules o Federal Acquisition Regulations – FAR https://www.acquisition.gov/far/ https://www.acquisition.gov/far/ o Department/Agency Regulations/Supplements - e.g., DFAR o Command Policies/Regulations

19. Alliance Mid-Atlantic19 Market Research http://acquisition.gov/comp/procurement_fore casts/index.html o links to agency home pages o links to small business contacts o links to procurement opportunities o links to agency forecasts www.fpds.gov www.usaspending.gov o searchable databases for procurement history

20. Alliance Mid-Atlantic20 Finding Opportunities Federal BizOpps o Internet site listing federal contracting opportunities o Can search current solicitations by number or key word www.fedbizopps.gov www.fedbizopps.gov

21. Alliance Mid-Atlantic21 Finding Opportunities GSA - Federal Supply Schedules (FSS) o just about every product and service o contracting officers purchase directly from vendors www.fss.gsa.gov www.fss.gsa.gov

22. Alliance Mid-Atlantic22 Subcontracting o applies to awards to large firms of $650,000 and over and construction awards of $1.5 million and over o requires a subcontracting plan with goals o good opportunity for new-to-government contracting firm http://web.sba.gov/subnet http://web.sba.gov/subnet

23. Alliance Mid-Atlantic23 Contacts Sherry Rose, Procurement & Marketing Specialist New Jersey, PTAC Atlantic Community College 1535 Bacharach Blvd. Rm. 211 Atlantic City, NJ 08401 Telephone: (609) 343-4845 Fax: (609) 343-4710 srose@adm.njit.edu Clyde Stoltzfus, Director SE PA PTAP The Wharton School University of Pennsylvania 3733 Spruce Street Philadelphia, PA 19194 Telephone: (215) 746-6472 clydes@wharton.upenn.edu