The MATCHMAKERS HPT Subcommittee of the Northeast Regional Council Small Business Utilization SeriesTraining Guide The Matchmaker Team Mark I: Professional.

The MATCHMAKERS HPT Subcommittee of the Northeast Regional Council Small Business Utilization SeriesTraining Guide The Matchmaker Team Mark I: Professional Small Business Program Training Series for Large Businesses and Federal Agencies Revised: October 2010

The MATCHMAKERS HPT Subcommittee of the Northeast Regional Council Small Business Utilization SeriesTraining Guide What you have before you is a “Weapon System” designed to fight lack of knowledge and misunderstanding about Small Business Programs. We hope to pass this body of information from this dedicated team, the Matchmakers HPT, to the fighters for supplier diversity all over this nation. While this training does not replace the actual regulations, the Mark I course can light the path to the wisdom needed to get the Small Business participation mission accomplished. This is the users guide to the system. Please use it wisely and often. Its application is what the American Dream is all about. Small Business owners, their families, the President and the Congress of these United States are all counting on you to get the job done. We wish you great success! Ira M. Brand, Team Leader (Retired) on behalf of the Matchmakers HPT a subcommittee of the Northeast Regional Council

SMALL BUSINESS LIAISON OFFICER TRAINING 3 Small Business Training Mark I: Professional Small Business Program Training Series  Module 1: Public Laws and Regulations 4  Module 2: Identifying a Small Business 22  Module 3: How Small Business Programs Work 41  Module 4A: Preparing a Small Business Subcontracting Plan 64  Module 4B: Preparing a Small Business Participation Plan 98  Module 5: Small Business Assessment 103  Module 6: Small Business Metrics and Reporting110  Module 7: Information Resources and FAQs133  Module 8: Staying Current140  Resources144  Appendix A: Summary for the Basics of Subcontracting

SMALL BUSINESS LIAISON OFFICER TRAINING 4 Module 1: Public Laws and Regulations  This Module contains information on the Public Laws and Federal Acquisition Regulations (FAR) that govern the requirements for Small Business Subcontracting Programs. These small business laws and regulations form the framework for what we do and why we do it.  The Module includes the goals for each business type and the Public Law basis for these requirements. The module also covers FAR references for incentive programs and liquidated damages provisions.

SMALL BUSINESS LIAISON OFFICER TRAINING 5 Module 1: Public Laws and Regulations 001A – FAR Regulations What Federal Regulations govern the formation of small business plans and the goals set for small business subcontracting?  A. FAR Parts 19 and 52  B. Public Laws  C. The Small Bus Law  D. A and C  E. A and B (check one) Answer: E  FAR part 19 and 52 outline all the requirements for preparing small business plans.  Public Laws are the basis for the regulations.

SMALL BUSINESS LIAISON OFFICER TRAINING 6 Module 1: Public Laws and Regulations 001B – FAR Regulations What are the percentage goals set by Public Laws for? Small Business (SB) ________ Small Disadvantaged Business (SDB)________ Woman-Owned SB (WOSB) ________ Historically Black Colleges & Universities and Minority Institutions (HBCU/MI’s) ________ HUBZone SB________ Veteran-Owned SB (VOSB)________ Service-Disabled VOSB(SDVOSB)________ Alaska Native Corp. & Indian Tribes ________ And the answer is: 23% 5% Best Effort * 3% Best Effort 3% Best Effort* *Included as part of SDB Goal

SMALL BUSINESS LIAISON OFFICER TRAINING 7 Module 1: Public Laws and Regulations 001C – FAR Regulations About the Law  Section 8(d) of the Small Business Act requires “Small, SDB, HUBZone, WOSB, VOSB, and SDVOSB have the maximum practicable opportunity to participate as subcontractors on Federal contracts, to the extent that such opportunity is consistent with efficient contract performance.” Revision of the Small Business Act of 1978 (Public Law 95-507)  Redefined minority firms as Socially and Economically Disadvantaged Small Business Concerns (SDB’s).  Required Federal agencies to establish small business goals and explain to Congress when goals were not met.  Required small and small disadvantaged business subcontracting goals for major contracts awarded to large businesses.  Reserved all Federal awards under $100,000 for small businesses.  Required establishment of the Office of Small Business Programs.  Directors appointed by Head of Agency.

SMALL BUSINESS LIAISON OFFICER TRAINING 8 Module 1: Public Laws and Regulations 001D – FAR Regulations What is the goal for Small Disadvantaged subcontracting ?  A. 1%  B. 2%  C. 3%  D. 4%  E. 5% (check one) Answer: E National Defense Authorization Act (Public Law 99-661)  Passed in 1987.  Established Small Disadvantaged Business Program.  5% goal for minority owned businesses.  Emphasized contracting with Historically Black Colleges & Universities/Minority Institutions (HBCUs/MIs).

SMALL BUSINESS LIAISON OFFICER TRAINING 9 Module 1: Public Laws and Regulations 001E – FAR Regulations Public Law 103-355 introduced a 5% goal against the value of all prime contracts for Woman-Owned Small Businesses.  A. True  B. False (check one) Answer: A Federal Acquisition Streamlining Act of 1994 (Public Law 103-355) Section 7106  Established a government-wide goal for Woman-Owned Small Businesses (WOSBs).  Not less than 5% of the total value of all prime contract/subcontract awards for each fiscal year.

SMALL BUSINESS LIAISON OFFICER TRAINING 10 Module 1: Public Laws and Regulations 001F – FAR Regulations How is a HUBZone (Historically Underutilized Business Zone) Small Business Verified?  A. By SBA certification as shown in Central Contractors Registry (CCR)  B. By DOC Zone Charts  C. By the Census Bureau (check one) Answer: A The HUBZone Empowerment Act (Public Law 105-135)  Included in the Small Business Reauthorization Act of 1997.  Stimulates economic development.  Creates jobs in urban and rural communities.  Provides contracting preferences to small businesses that are located in a HUBZone and that hire employees who live in a HUBZone.  1% of prime contracts for HUBZone small businesses for FY1999, not less than 1.5% for FY2000, 2% for FY2001, 2.5% for FY2002, and 3% for FY2003 and each year thereafter.

SMALL BUSINESS LIAISON OFFICER TRAINING 11 Module 1: Public Laws and Regulations 001G – FAR Regulations What is the Service-Disabled Veteran- Owned goal as set forth in the subcontracting provisions of Public Law 106-50?  A. 1%  B. 2%  C. 3%  D. 4%  E. 5% (check one) Answer: C The Veteran's Entrepreneurship and Small Business Development Act of 1999 (Public Law 106-50)  Established a goal for subcontracts awarded by prime contractors to (SDVOSB) concerns of 3%.  A best effort goal for veteran-owned small businesses shall apply.  Individual, Master, and Comprehensive Subcontract and Commercial Plans must incorporate these goals.

SMALL BUSINESS LIAISON OFFICER TRAINING 12 Module 1: Public Laws and Regulations 001H – SB Program Success “Incentive Clauses” FAR 52.226-1 “Utilization of Indian Organizations and Indian Owned Economic Enterprises”  The Indian Incentive Program provides for a payment of 5% of the amount subcontracted to an Indian organization or Indian-owned economic enterprise. The clause must be included in the contract.

SMALL BUSINESS LIAISON OFFICER TRAINING 13 Module 1: Public Laws and Regulations 001I – SB Program Success “Incentive Clauses” FAR 52.219-26 “Small Disadvantaged Business Participation Program”  Incentive Subcontracting for specific parameters. Monetary incentives shall be based on actual achievement as compared to proposed monetary targets for SDB sub-contracting. The incentive subcontracting program is separate and distinct from the establishment, monitoring and enforcement of SDB subcontracting goals in a sub-contracting plan. This is an incentive to encourage increased subcontracting in the North America Industry Classification System (NAICS) Major Groups and is reported at the end of the contract via the OF312 attached to the final ISR.

SMALL BUSINESS LIAISON OFFICER TRAINING 14 Module 1: Public Laws and Regulations 001J – SB Program Success “Incentive Clauses” FAR 52.219-10 “Incentive Subcontracting Program”  Monetary incentive from 0-10%, which encourages the development of increased subcontracting opportunities based on actual achievement for small, Small Disadvantaged Business, Woman-Owned Small Business, HUBZone small business, Veteran-Owned Small Business, and Service- Disabled Veteran-Owned Small Business.

SMALL BUSINESS LIAISON OFFICER TRAINING 15 Module 1: Public Laws and Regulations 001K – SB Program Success “Incentive Clauses” FAR 52.219-16 “Liquidated Damages - Subcontracting Plan”  Failure to comply with a subcontracting plan is considered a material breach of the contract and could result in the imposition of liquidated damages to be paid by the contractor.  Size of damages is equal to the actual amount by which the contractor missed each goal.

SMALL BUSINESS LIAISON OFFICER TRAINING 16 Module 1: Public Laws and Regulations 001L – SB Program Success “Good Faith Effort” 13 CFR 125.3 “Provide the maximum practicable subcontracting opportunities for small business concerns.” “Consistent with the efficient performance of the contract.”

SMALL BUSINESS LIAISON OFFICER TRAINING 17 Module 1: Public Laws and Regulations 001M – SB Program Success Example of “maximum practicable opportunity” 13 CFR 125.3  Breaking out contract work items into economically feasible units, as appropriate.  Conducting market research to identify small business subcontractors and suppliers through all reasonable means.  Soliciting small business concerns early in the acquisition.  More>>

SMALL BUSINESS LIAISON OFFICER TRAINING 18 Module 1: Public Laws and Regulations 001N – SB Program Success Example of “maximum practicable opportunity” 13 CFR 125.3  Providing adequate and timely information about the plans, specifications, and requirements for performance of the prime contract to assist them in submitting a timely offer.  Negotiating in good faith with interested small businesses.  Assisting them to obtain bonding, lines of credit, required insurance, necessary equipment, supplies, materials, or services.  More >>

SMALL BUSINESS LIAISON OFFICER TRAINING 19 Module 1: Public Laws and Regulations 001O – SB Program Success Example of “maximum practicable opportunity” 13 CFR 125.3  Utilizing the available services of small business associations, local, state, and Federal small business assistance offices; and other organizations.  Participating in a formal mentor-protégé program with one or more small business protégés that results in developmental assistance to the protégés.

SMALL BUSINESS LIAISON OFFICER TRAINING 20 Module 1: Public Laws and Regulations 001P – Small Business Goal Summary Small Business TypeGoalsPublic Law Ref Small Business23%PL: 100-656 Small Disadvantaged Business5%PL: 99-661 Woman-Owned Small Business5%PL: 103-355 HUBZone Small Business3%PL: 106-135 Service-Disabled VOSB3%PL: 106-50 Historically Black Colleges & Universities and Minority Institutions Part of SDB PL: 99-661 Veteran-Owned Small BusinessBest EffortPL: 106-50 ANCs and Indian TribesPart of SDBPL: 99-661

SMALL BUSINESS LIAISON OFFICER TRAINING 21 Module 1: Public Laws and Regulations 001Q – Small Business Goal Summary DoD Subcontracting Goals can Be Different Small Business TypeFY 2010 and FY 2011 Small Business31.7% HUBZone Small Business3% SDVOSB3% SDB includes HBCU/MIs5% WOSB5%

SMALL BUSINESS LIAISON OFFICER TRAINING 22 Module 2: Identifying a Small Business  This Module covers the requirements for a Small Business to qualify as a specific recognized type for identification and reporting credit under Federal contracts.  The module includes definitions of Small Disadvantaged Businesses, the minority groups and the certification requirements for HUBZone firms.

SMALL BUSINESS LIAISON OFFICER TRAINING 23 Module 2: Identifying a Small Business 002A – Identifying Small BiZ How is a Small Business Identified and Certified?  Small Business Self-Certify.  Does not exceed NAICS code size standard, is not owned by a large business, self certified. Size standard exception for ANCs and Indian tribes. How is a Small Disadvantaged Business Identified and Certified?  SDBs Self-certify as of October 3, 2008.  Meets size standard (except ANCs and Indian tribes), listed in CCR, 51% owned and operated by a Socially and Economically Disadvantaged person as designated by the SBA. How is a Woman-Owned Small Business Identified and Certified?  WOSB’s Self-Certify.  Meets size standard, 51% owned and operated by one or more Women, Self Certified. How is a HUBZone Firm identified and Certified?  Certified by the SBA.  Meets size standard, located in a HUBZone, 35% of employees live in a HUBZone, owner US citizen, Certified by SBA and listed in CCR.

SMALL BUSINESS LIAISON OFFICER TRAINING 24 Module 2: Identifying a Small Business 002B – Identifying Small BiZ How is a Veteran-Owned Business Identified and Certified?  Self-Certified but can be verified by Center for Veteran’s Enterprise.  Meets size standard, 51% owned and operated by one or more veterans with active duty (other than training). How is a Service-Disabled Veteran-Owned Business Identified and Certified?  Self-Certified but can be verified by Center for Veteran’s Enterprise.  Meets size standard, 51% owned and operated by one or more veterans with active duty (other than training) and a service-related disability (0- 100%).

SMALL BUSINESS LIAISON OFFICER TRAINING 25 Module 2: Identifying a Small Business 002C – Identifying Small BiZ Definition of a Small Business  A “for profit” concern including its affiliates that is independently owned and operated.  Not dominant in the field of operations in which it is bidding on government contracts.  Qualified as a small business under the criteria and size standards in CFR Part 121 (See 19.102).

SMALL BUSINESS LIAISON OFFICER TRAINING 26 Module 2: Identifying a Small Business 002D – Identifying Small BiZ Definition of Small Disadvantaged Business  Net worth of each individual does not exceed $750,000 excluding home & firm equity.  The firm must be at least 51% unconditionally owned by one or more socially and economically disadvantaged individuals, or in the case of any publicly owned business, at least 51 percent of the voting stock is unconditionally owned by one or more socially and economically disadvantaged individuals; and whose management and daily business operations are controlled by one or more such individuals.

SMALL BUSINESS LIAISON OFFICER TRAINING 27 Module 2: Identifying a Small Business 002F – Identifying Small BiZ Definition of Socially Disadvantaged Individuals  Those who have been subjected to ethnic prejudice or cultural bias because of their identity as a member of a group without regard to their individual qualities.

SMALL BUSINESS LIAISON OFFICER TRAINING 28 Module 2: Identifying a Small Business 002G – Identifying Small BiZ Who are the Socially Disadvantaged Individuals?  Black Americans  Hispanic Americans  Native Americans (American Indians, Native Alaskans, or Native Hawaiians)

SMALL BUSINESS LIAISON OFFICER TRAINING 29 Module 2: Identifying a Small Business 002H – Identifying Small BiZ Who are the Socially Disadvantaged Individuals?  Asian Pacific Americans (persons with origins from Burma, Thailand, Malaysia, Indonesia, Singapore, Brunei, Japan, China (inc Hong Kong), Taiwan, Laos, Cambodia (Kampuchea), Vietnam, Korea, Philippines, US Trust Territory of Pacific Islands (Republic of Palau), Republic of Marshall Islands, Federated States of Micronesia, Commonwealth of the Northern Marina Islands, Guam, Samoa, Macao, Fiji, Tonga, Kiribati, Tuvalu, or Nauru).  Subcontinent Asian Americans (persons with origins from India, Pakistan, Bangladesh, Sri Lanka, Bhutan, the Maldives or Nepal).

SMALL BUSINESS LIAISON OFFICER TRAINING 30 Module 2: Identifying a Small Business 002I – Identifying Small BiZ Definition of Economically Disadvantaged Individuals  Socially disadvantaged individuals whose ability to compete in the free enterprise system has been impaired due to the diminished capital and credit opportunities as compared to others in the same or similar line of business who are not socially disadvantaged.

SMALL BUSINESS LIAISON OFFICER TRAINING 31 Module 2: Identifying a Small Business 002J – Identifying Small Biz New regulation (Sept. 17, 2007) regarding Alaskan Native Corporations and Indian Tribes * Subcontracts count towards goals for SB and SDB, regardless of the size or SBA certification status. * This new provision does not apply to Hawaiian Native owned firms.

SMALL BUSINESS LIAISON OFFICER TRAINING 32 Module 2: Identifying a Small Business 002K – Identifying Small BiZ Definition of Woman-Owned Small Business (FAR 19.001)  A small business firm at least 51% owned by one or more women, or, in the case of any publicly owned business, at least 51% of the stock of which is owned by one or more women; and whose management and daily business operations are controlled by one or more women. DoD does not consider Woman-owned businesses as disadvantaged.

SMALL BUSINESS LIAISON OFFICER TRAINING 33 Module 2: Identifying a Small Business 002L – Identifying Small BiZ Historically Black Colleges & Universities and Minority Institutions (HBCUs/MIs) (DFARS 252.219-7003)  Minority Institutions are those organizations having significant minority enrollment.  Designated minority groups include African Americans, Native Americans, Hispanic Americans, Asian Americans, and Pacific Islanders.  The latest list of HBCUs can be obtained at www2.ed.gov/about/inits/list/whhbcu/edlite-list.html www2.ed.gov/about/inits/list/whhbcu/edlite-list.html  The latest list of MIs can be obtained at  www2.ed.gov/about/offices/list/ocr/edlite-minorityinst-list-tab.html www2.ed.gov/about/offices/list/ocr/edlite-minorityinst-list-tab.html

SMALL BUSINESS LIAISON OFFICER TRAINING 34 Module 2: Identifying a Small Business 002M – Identifying Small BiZ Definition of HUBZone Empowerment (Public Law 104-135)  Historically Underutilized Business Zone.  An area located within one or more qualified census tracts.  Qualified non-metropolitan counties (Rural Districts).  Lands within the external boundaries of an Indian Reservation.  HUBZones have higher unemployment and lower salaries than the state average.

SMALL BUSINESS LIAISON OFFICER TRAINING 35 Module 2: Identifying a Small Business 002N – Identifying Small BiZ Definition of Veteran-Owned Small Business Concern  A small business firm where, not less than 51% of which is owned by one or more veterans (as defined at 38 U.S.C. 101(2) or, in the case of any publicly owned business, not less than 51% of the stock of which is owned by one or more veterans; and the management and daily business operations of which are controlled by one or more veterans.

SMALL BUSINESS LIAISON OFFICER TRAINING 36 Module 2: Identifying a Small Business 002O – Identifying Small BiZ Definition of Service-Disabled Veteran-Owned Small Business Concern  A small business firm where not less than 51% of which is owned by one or more service-disabled veterans or, in the case of any publicly owned business, not less than 51% of the stock of which is owned by one or more service-disabled veterans; and the management and daily business operations of which are controlled by one or more service-disabled veterans or, in the case of veteran with permanent and severe disability, the spouse or permanent caregiver of such veteran.

SMALL BUSINESS LIAISON OFFICER TRAINING 37 Module 2: Identifying a Small Business 002P – Identifying Small BiZ (Native American) Indian Incentive Program (FAR 26.101, 52.226-1)  The Indian Incentive Program provides an incentive to prime contractors that use Indian Organizations and Indian-Owned Economic Enterprises as subcontractors.  The program allows for an incentive payment to the prime contractor equal to 5% of the amount paid to a performing Indian subcontractor, if it is authorized by the contract.  Indian organization means the governing body of any recognized Indian tribe or Indian entity.

SMALL BUSINESS LIAISON OFFICER TRAINING 38 Module 2: Identifying a Small Business 002Q – Identifying Small BiZ (Native American) Indian Incentive Program (FAR 26.101, 52.226-1)  Indian-Owned economic enterprise means any Indian-owned (as determined by the Secretary of the Interior) commercial, industrial, or business activity established or organized for the purpose of profit, provided that Indian ownership shall constitute not less than 51 percent of the enterprise.

SMALL BUSINESS LIAISON OFFICER TRAINING 39 Module 2: Identifying a Small Business 002R – Identifying Small BiZ Mentor-Protégé Program (DFARS 219.71) Public Law 101-510, the National Defense Authorization Act of 1991, as amended, established the Pilot Mentor-Protégé Program.  Provides incentives to prime contractors (mentors) to assist small disadvantaged businesses (SDB) firms (protégés) in enhancing their technical and business capabilities.  Hopefully lead to increased SDB participation as subcontractors in Federal and commercial contracts.  Fosters the establishment of long-term business relationships.  Firms are eligible to be mentors if they are currently performing a contract with an approved subcontracting plan and are currently eligible for the award of Federal contracts.

SMALL BUSINESS LIAISON OFFICER TRAINING 40 Module 2: Identifying a Small Business 002S – Identifying Small BiZ Mentor-Protégé Program (DFARS 219.71)  Firms eligible to be a protégé: SDB firms or Qualifying organization that employ the severely disabled  Recent law allows HUBZones, WOSBs and VOSBs to be protégés.  Mentors and Protégés are required to execute a formal agreement that sets forth the type of developmental assistance that will be provided to the protégé.  Mentor-Protégé Programs may be for credit or reimbursement.

SMALL BUSINESS LIAISON OFFICER TRAINING 41 Module 3: How Small Business Programs Work  This Module introduces the key elements of a successful Small Business Program. A rating system is provided to assist in the assessment of your current program and the suggested levels for reaching an “Outstanding” rating.

SMALL BUSINESS LIAISON OFFICER TRAINING 42 Module 3: How Small Business Programs Work 003A – Small Business Program Success What should an effective small business subcontracting program include?  A. 10 Key Elements  B. 8  C. 6  D. 4  E. As many as it takes (check one) Answer: A Ten Key Elements 1. Management Support. 2. An active SBLO. 3. A good Subcontracting Plan. 4. Matchmaker SB Training. 5. Meeting SB Goals & Objectives. 6. A good Outreach Program. 7. Connected to a Regional Council and a PTAC/PTAP. 8. Active Procurement Staff Participation. 9. Connection to CCR & Dynamic Small Business Search. 10. Accurate and On-Time reporting.

SMALL BUSINESS LIAISON OFFICER TRAINING 43 Module 3: How Small Business Programs Work 003B – Small Business Program Success 1. Management SupportSCORE GUIDE 1 = No management support. 3 = Management has minimal program knowledge. 5 = Management knows about the program. 7 = Management actively endorses the program. 9 = Management endorses, monitors and participates in the program. Mark Score Here: ______ My company score is: 1 2 3 4 5 6 7 8 9 10

SMALL BUSINESS LIAISON OFFICER TRAINING 44 Module 3: How Small Business Programs Work 003C – Small Business Program Success 2. An Active SBLOSCORE GUIDE 1 = Our company does not have an SBLO. 3 = Our SBLO has not been “Matchmaker” certified. 5 = Our SBLO is “Matchmaker” certified and is involved with at least 5 of the success elements. 7 = Same as 5 but does 7 of the success elements. 9 = Same as 5 but does all 10 elements. Mark Score Here: ______ My company score is: 1 2 3 4 5 6 7 8 9 10

SMALL BUSINESS LIAISON OFFICER TRAINING 45 Module 3: How Small Business Programs Work 003D – Small Business Program Success 3. A Good Subcontracting PlanSCORE GUIDE 1 = My company does not have a subcontracting plan. 3 = Our subcontracting plan is not approved by the agency buying office. 5 = Our subcontracting plan is current and approved by the agency buying office. 7 = Same as 5 and we are actively working our plan. 9 = Same as 5 and we are meeting our plan goals. 10 = Same as 5 and we are exceeding our plan goals. Mark Score Here: ______ My company score is: 1 2 3 4 5 6 7 8 9 10

SMALL BUSINESS LIAISON OFFICER TRAINING 46 Module 3: How Small Business Programs Work 003E – Small Business Program Success 4. Matchmaker SB TrainingSCORE GUIDE 1 = My company does not have a training module for Small Business. 5 = We are scheduled for “Matchmaker” training in the next 6-12 months. 10 = We are “Matchmaker” Certified. Mark Score Here: ______ My company score is: 1 2 3 4 5 6 7 8 9 10

SMALL BUSINESS LIAISON OFFICER TRAINING 47 Module 3: How Small Business Programs Work 003F – Small Business Program Success 5. Meeting SB Goals & ObjectivesSCORE GUIDE 1 = My company has no goals or objectives for small business. 3 = People are aware of subcontracting goals. 5 = Management has established company small business goals. 7 = Company goals are established and metrics reported. 9 = Same as 7, most goals are being met. 10 = Same as 7, all goals are being met or exceeded. Mark Score Here: ______ My company score is: 1 2 3 4 5 6 7 8 9 10

SMALL BUSINESS LIAISON OFFICER TRAINING 48 Module 3: How Small Business Programs Work 003G – Small Business Program Success 6. A Good Outreach ProgramSCORE GUIDE 1 = Our company does not do Outreach. 3 = Our SBLO does limited Outreach. 5 = Our Company has an active Outreach Program. 7 = Our company is active and has participated in one or more matchmaking events. 9 = Same as 7, we have connected to sources through this process. Mark Score Here: ______ My company score is: 1 2 3 4 5 6 7 8 9 10

SMALL BUSINESS LIAISON OFFICER TRAINING 49 Module 3: How Small Business Programs Work 003H – Small Business Program Success 7. Connected to a Regional Council and a PTAC/PTAP SCORE GUIDE 1 = What's a PTAC/PTAP? 3 = How do I connect to the SBA and a Region Council? 5 = Our company is active in our Regional Council. 7 = Same as 5, and we work with our state PTAC/PTAP. 9 = Same as 7 and we are on a “Matchmaker” Sub-Committee. SBA = Small Business Administration PTAC = Procurement Technical Assistance Center PTAP = Procurement Technical Assistance Program My company score is: 1 2 3 4 5 6 7 8 9 10 Mark Score Here: ______

SMALL BUSINESS LIAISON OFFICER TRAINING 50 Module 3: How Small Business Programs Work 003I – Small Business Program Success 8. Active Procurement ParticipationSCORE GUIDE 1 = Procurement staff is untrained. 3 = Procurement staff is aware. 5 = Procurement staff is active. 7 = Procurement staff is “Mark I Matchmaker” Certified. 9 = Same as 7, and procurement is meeting the goals. Mark Score Here: ______ My company score is: 1 2 3 4 5 6 7 8 9 10

SMALL BUSINESS LIAISON OFFICER TRAINING 51 Module 3: How Small Business Programs Work 003J – Small Business Program Success 9. Connection to CCR – Dynamic Small Business Search SCORE GUIDE 1 = What is CCR – Dynamic Small Business Search? 3 = How do I use CCR - Dynamic Small Business Search ? 5 = CCR - Dynamic Small Business Search is used to verify certifications. 7 = Our database is checked against CCR - Dynamic Small Business Search database regularly. 9 = Same as 7, and we are compliant. CCR - WWW.CCR.GOV (click on Dynamic Small Business Search)WWW.CCR.GOV Mark Score Here: ______ My company score is: 1 2 3 4 5 6 7 8 9 10

SMALL BUSINESS LIAISON OFFICER TRAINING 52 Module 3: How Small Business Programs Work 003K – Small Business Program Success 10. Accurate and On Time reporting.SCORE GUIDE 1 = Reporting…What reporting? 3 = What’s an ISR? 5 = ISRs and SSRs are issued. 7 = Same as 5, and all data is compliant. 9 = Same as 7, and reports are issued on time. ISR – Individual Subcontracting Report (formerly SF294). SSR – Summary Subcontracting Report (formerly SF295). Mark Score Here: ______ My company score is: 1 2 3 4 5 6 7 8 9 10

SMALL BUSINESS LIAISON OFFICER TRAINING 53 Module 3: How Small Business Programs Work 003L – Small Business Program Success How did your company rate? 1. ____ 2. ____ 3. ____ 4. ____ 5. ____ 6. ____ 7. ____ 8. ____ 9. ____ 10. ____ Total: ______ SCORE CHART 10 - 29 score Unsatisfactory 30 - 49 score Marginal 50 - 69 score Acceptable 70 - 90 score Highly Successful 91 - 100 score Outstanding  Note: This approximate score rating is subject to other factors and a formal review by Federal agencies. Individual results may vary from site to site.

SMALL BUSINESS LIAISON OFFICER TRAINING 54 Module 3: How Small Business Programs Work 003M – Small Business Program Success OUTSTANDING  Exceeded all negotiated goals or exceeded at least one goal and met all of the others. [Negotiated goals for rating purposes compares the percentage goals with the percentage achievements.]  Has exceptional success with initiatives to assist, promote and utilize SB, SDB, WOSB, HUBZone, VOSB, and SDVOSB. [Examples include, but are not limited to, participating in a Mentor-Protégé program, performing compliance reviews at subcontractors' sites, administering a buyer incentive program, participating in trade fairs, promoting registration in CCR, and contacting suppliers to encourage SDB and HUBZone certification.]  An outstanding rating signifies that the company has an exemplary program that could be used as a model by other contractors in similar industries.

SMALL BUSINESS LIAISON OFFICER TRAINING 55 Module 3: How Small Business Programs Work 003N – Small Business Program Success HIGHLY SUCCESSFUL  Met all of its negotiated goals in the traditional socio-economic categories (SB, SDB, and WOSB) and met at least one of the newer socio-economic goals (HUBZone, VOSB, and SDVOSB) for each contract that contains two or more of these goals.  Has significant success with initiatives to assist, promote and utilize SB, SDB, WOSB, HUBZone, VOSB and SDVOSB.  Makes an effort to go above and beyond the required elements of the program and can provide documentation and success stories to support such efforts.

SMALL BUSINESS LIAISON OFFICER TRAINING 56 Module 3: How Small Business Programs Work 003O – Small Business Program Success ACCEPTABLE  Demonstrated a good-faith effort to meet all of its goals, but has not met the rigorous criteria for a Highly Successful or Outstanding rating.  Fulfills the requirements of its subcontracting plan and the regulations. ISR and SSR reports are complete and accurate.

SMALL BUSINESS LIAISON OFFICER TRAINING 57 Module 3: How Small Business Programs Work 003P – Small Business Program Success MARGINAL  Deficient in meeting key subcontracting plan elements, the ISR and/or SSR reports are not correct, or the contractor has failed to satisfy one or more requirements of a corrective action plan currently in place.  However, contractor's management does show an interest in bringing its program to an acceptable level and has demonstrated a commitment to apply the necessary resources to do so. A corrective action plan is required, and the Administrative Contracting Officer(s) must be notified.

SMALL BUSINESS LIAISON OFFICER TRAINING 58 Module 3: How Small Business Programs Work 003Q – Small Business Program Success UNSATISFACTORY  Non-compliant with the contractual requirements of DFARS and FAR 52.219-8 and 52.219-9.  Contractor's management shows little interest in bringing its program to an acceptable level or is generally uncooperative [for example, recommendations made by SBA or DCMA on previous reviews have never been implemented].  A corrective action plan is required, and the Administrative Contracting Officer(s) must be notified.

SMALL BUSINESS LIAISON OFFICER TRAINING 59 Module 3: How Small Business Programs Work 003R – Small Business Program Success Who is the Small Business Liaison Officer (SBLO)? Appointment  The Small Business Liaison Officer (SBLO) should have a Letter of Appointment defining their roles and responsibilities.  Reports directly to the CEO or senior level management and has influence over all subcontracting activities and can effectively implement the overall SB Program.  Assures maximum opportunities are afforded to those entities outlined in the company policy statement.  The cognizant DCMA office should be notified when a new SBLO is appointed.

SMALL BUSINESS LIAISON OFFICER TRAINING 60 Module 3: How Small Business Programs Work 003S – Small Business Program Success What is the SBLO responsible for in most organizations? The SBLO is responsible for the entire program for their organization.  Develop local procedures.  Develop source lists, guides to identify suppliers. Use of CCR, PTAC’s, SBA, DCMA and other sources.  Ensure updates to supplier base and that on going efforts are being made to locate, utilize and develop SB, SDB,WOSB, HUBZone, SDVOSB and VOSB vendors.  Attend and sponsor procurement conferences.  Brief management and other personnel involved in the supply chain management on SB program.

SMALL BUSINESS LIAISON OFFICER TRAINING 61 Module 3: How Small Business Programs Work 003T – Small Business Program Success What is the SBLO responsible for in most organizations? The SBLO is responsible for the entire program for their organization.  Conduct training for all personnel involved in the subcontracting effort.  Completion of ISR/SSR semi-annually.  Use of Sub-Net (SBA’s program) and United States Air Force Interactive Mall to advertise subcontracting opportunities.  Networking with industry SBLO’s, PTAC/PTAP, DCMA and SBA.

SMALL BUSINESS LIAISON OFFICER TRAINING 62 Module 3: How Small Business Programs Work 003U – Small Business Program Success Important: Small Business Programs are subject to monitoring and review by DCMA and the SBA.  DCMA Offices provide performance data to Contracting Officers when evaluating the subcontracting plans prior to contract award.  5 year trend data is maintained on the contractor’s overall performance  At contract completion, the Contracting Officer is provided a copy of the results of your individual contract performance.  Monitor your program from every aspect.  Reduce the size of the supplier base and maintain long-term relationships.  Ensure that small business concerns have an opportunity to compete over a period of time; therefore the search should be continuous.

SMALL BUSINESS LIAISON OFFICER TRAINING 63 Module 3: How Small Business Programs Work 003V – Small Business Program Success  Ongoing process involves all personnel involved in the supplier process.  Recommended that you request continuous input/feedback/reporting from these individuals so that you have the information readily available.  Upon completion of the review, it is requested that an exit briefing be scheduled with the CEO/President or senior management.  A program rating will be assigned as a result of the review. The five categories were previously identified.

SMALL BUSINESS LIAISON OFFICER TRAINING 64 Module 4A: Preparing a Small Business Subcontracting Plan  This Module will provide the information needed to prepare a Small Business Subcontracting Plan as part of a proposal or contract.  The required elements are covered as well as the calculation methods used in establishing the goals. Incentive programs are also discussed.

SMALL BUSINESS LIAISON OFFICER TRAINING 65 Module 4A: Preparing a Small Business Subcontracting Plan 004A – Select Plan Type First, Select the Plan Type  For Example: Individual Subcontracting Plan (FAR 19.704(a))  OR another plan type A separate plan for each contract over: $650,000 $1,500,000 (Construction)

SMALL BUSINESS LIAISON OFFICER TRAINING 66 Module 4A: Preparing a Small Business Subcontracting Plan 004B – Select Plan Type Commercial plan (FAR 19.704(d))  A subcontracting plan (including goals) that covers the offeror's fiscal year and that applies to the entire production of commercial items sold by either the entire company or a portion thereof (eg., division, plant, or product line).  Preferred type of subcontracting plan for contractors furnishing commercial items (FAR 19.701).  Submitted to (1) the first Contracting Officer awarding a contract subject to the plan during the contractor’s fiscal year or (2) if the contractor has ongoing contracts with commercial plans, to the Contracting Officer responsible for the contract with the latest completion date.  Approved plan shall remain in effect during the contractor’s fiscal year for all Government contracts during that period.

SMALL BUSINESS LIAISON OFFICER TRAINING 67 Module 4A: Preparing a Small Business Subcontracting Plan 004C – Select Plan Type Comprehensive Subcontracting Plan (DFARS 219.702(a))  DoD is currently conducting a test program to determine whether a corporate, division, or plant-wide basis will increase subcontracting opportunities for small business concerns.  The test is being conducted from October 1, 1990 through September 30, 2011.  No Incentive Clauses are applicable during the period of the test program. Eligible contractors are large business concerns at the major (total) corporate level that during the preceding fiscal year:  Were performing under at least 3 DoD Contracts, and were paid $5 million or more for the contracts.  Achieved a small disadvantaged business goal of 5% or more during the preceding year.

SMALL BUSINESS LIAISON OFFICER TRAINING 68 Module 4A: Preparing a Small Business Subcontracting Plan 004D – Select Plan Type Comprehensive Subcontracting Plan (DFARS 219.702(a)) Comprehensive subcontracting plans:  Are negotiated on an annual basis by DCMA.  Incorporated into all contractors’ active DoD contracts, which require a plan.  Use by all DoD Contracting Officers in contracts which require a plan awarded contractors during the test period.  Not subject to application of the liquidated damages during the period of the test.

SMALL BUSINESS LIAISON OFFICER TRAINING 69 Module 4A: Preparing a Small Business Subcontracting Plan 004E – Select Plan Type Master Plan  A subcontracting plan that contains all the required elements of an individual contract plan, except goals (and description), and may be incorporated into individual contract plans, provided the master plan has been approved.

SMALL BUSINESS LIAISON OFFICER TRAINING 70 Module 4A: Preparing a Small Business Subcontracting Plan 004F – Select Plan Type Master Subcontracting Plan (FAR 19.704(b))  Incorporated, maintained and updated by the contractor’s cognizant contract administration office and established on a plant or division-wide basis.  Contains all required elements except goals.  Separate goals for SB, SDB, WOSB, HUBZone, SDVOSB, and VOSB are submitted for each contract.  Effective for a 3-year period AFTER approval by the Administrative Contracting Officer.  When incorporated in an Individual Plan, shall apply throughout the life of the contract.

SMALL BUSINESS LIAISON OFFICER TRAINING 71 Module 4A: Preparing a Small Business Subcontracting Plan 004G – Select Plan Type Individual Subcontracting Plan  A subcontracting plan that covers the entire contract period (including option periods), applies to a specific contract, and has goals that are based on the offeror's planned subcontracting in support of the specific contract, except that indirect costs incurred for common or joint purposes may be allocated on a prorated basis to the contract.

SMALL BUSINESS LIAISON OFFICER TRAINING 72 Module 4A: Preparing a Small Business Subcontracting Plan 004H – Establish Goals 1.Identify needs to satisfy the contract: Purchased Parts Subcontracts Service Contracts Indirect (MRO) Items 2.Identify Supplier Ownership Type 3.Estimate Current Cost Cost estimating may be based on Historical Data Supplier Quotes Purchase agreement 4. Goals  Based on perceived subcontracting opportunities.  Categorize the dollars and percentages by business type (i.e.: small + large = total subcontracted dollars) SDB, WOSB, HUBZone, VOSB & SDVOSB are subcategories of small business.  Goal percentages are calculated based on total subcontracting dollars.  Prepare a “Goal Sheet” to add to your Small Business plan.

SMALL BUSINESS LIAISON OFFICER TRAINING 73 Module 4A: Preparing a Small Business Subcontracting Plan 004I – Self-Certifications Contractors acting in good faith may rely on written representations by their subcontractors regarding their small business status or SBA Certifications, when required by regulation. REMEMBER: Credit for Small Business goals may require a Certified supplier. Self Certification is required for:  a small business.  a veteran-owned small business  a service-disabled veteran-owned small business.  a Woman-owned small business  a small disadvantaged business. SBA Certification is required for:  HUBZone businesses.

SMALL BUSINESS LIAISON OFFICER TRAINING Module 4A: Preparing a Small Business Subcontracting Plan 004J – Dollars  Plan must include: -Total dollars to be subcontracted -Total dollars planned for each category of small business -Percentage goals for each category of small business 74

SMALL BUSINESS LIAISON OFFICER TRAINING 75 Module 4A: Preparing a Small Business Subcontracting Plan 004K – Identify Current Suppliers Identify current Supplier category List Goals for each category  Small Business  Large Business  Small Disadvantaged Business  HUBZone Small Business  Woman-Owned Small Business  Veteran-Owned Small Business  Service-Disabled Veteran-Owned Small Business  HBCU/MI

SMALL BUSINESS LIAISON OFFICER TRAINING 76 Module 4A: Preparing a Small Business Subcontracting Plan 004L – Type Product/Service Contracted Prepare a matrix showing the supply/service to be procured and the SB categories that will provide the supplies or services (Helps to identify ideal type of plan) Identify the source of the supply as: 1. Commercial Item 2. Standard Catalog Item 3. Contract Specific Item 4. Qualified Military Product 5. Sole/Single Source Item Provide an explanation of the goals based on the supply mix used in the plan.

SMALL BUSINESS LIAISON OFFICER TRAINING 77 Module 4A: Preparing a Small Business Subcontracting Plan 004M – To Calculate Goals Total planned subcontracting dollars = Total of all Large and Small Subcontracting dollars Anticipated spend with companies located in the United States to perform customer contract (this is the denominator for ALL GOAL calculations)

SMALL BUSINESS LIAISON OFFICER TRAINING 78 Module 4A: Preparing a Small Business Subcontracting Plan 004N – Small Business Concerns Goal percentage to be subcontracted to: Small Business Dollars / (divided by) Total Planned Subcontracting Dollars (x100) = % SB goal (Congressional goal 23.0%)

SMALL BUSINESS LIAISON OFFICER TRAINING 79 Module 4A: Preparing a Small Business Subcontracting Plan 004O– Small Business Goals Total dollars planned / Goal % to be subcontracted to: Small Disadvantaged Business Concerns Total Planned Subcontracting Dollars x100 = % SDB goal (Congressional goal 5.0% & includes HBCU/MIs and ANCs)

SMALL BUSINESS LIAISON OFFICER TRAINING 80 Module 4A: Preparing a Small Business Subcontracting Plan 004P – Small Business Goals Total dollars planned / Goal % to be subcontracted to: Woman-Owned Small Business Concerns Total Planned Subcontracting Dollars x100 = % WOSB goal (Congressional goal 5.0%)

SMALL BUSINESS LIAISON OFFICER TRAINING 81 Module 4A: Preparing a Small Business Subcontracting Plan 004Q – Small Business Goals Total dollars planned / Goal % to be subcontracted to: HBCU/MIs Total Planned Subcontracting Dollars x100 = % HBCU/MI goal (Congressional SDB goal 5.0% includes HBCU/MIs)

SMALL BUSINESS LIAISON OFFICER TRAINING 82 Module 4A: Preparing a Small Business Subcontracting Plan 004R – Small Business Goals Total dollars planned / Goal % to be subcontracted to: HUBZone Small Business Concerns Total Planned Subcontracting Dollars x100 = % HUBZone goal (Congressional goal 3.0%)

SMALL BUSINESS LIAISON OFFICER TRAINING 83 Module 4A: Preparing a Small Business Subcontracting Plan 004S – Small Business Goals Total dollars planned / Goal % to be subcontracted to: Veteran-Owned Small Business Concerns Total Planned Subcontracting Dollars x100 = % VOSB goal (Congressional goal 3.0% placed only on Service Disabled) (VOSB goal includes SDVOSB goal)

SMALL BUSINESS LIAISON OFFICER TRAINING 84 Module 4A: Preparing a Small Business Subcontracting Plan 004T – Small Business Goals Total dollars planned / Goal % to be subcontracted to: Service-Disabled Veteran-Owned Small Business Concerns Total Planned Subcontracting Dollars x100 = % SDVOSB goal (Congressional goal 3.0%) (Included in VOSB goal)

SMALL BUSINESS LIAISON OFFICER TRAINING Module 4A: Preparing a Small Business Subcontracting Plan 004U – Small Business Goals  For any percentage goal less than the Congressional goal, provide an explanation as to why the goal is lower. 85

SMALL BUSINESS LIAISON OFFICER TRAINING 86 Module 4A: Preparing a Small Business Subcontracting Plan 004V – Small Business Goals The Plan must include:  A description of methods used to develop goals. Example: How SB content was realistically established based on historical or Bill of Material sourcing analysis.  A description of methods used to identify potential sources. Example: Historical or CCR.  A Statement whether or not offeror included indirect costs in establishing goals. Note: Indirect subcontracting is useful when NO direct subcontracting is planned ( an allocation method may be used).

SMALL BUSINESS LIAISON OFFICER TRAINING 87 Module 4A: Preparing a Small Business Subcontracting Plan 004W – Indirect Allocation  If indirect costs (overhead) are included in the goal, then the allocation method must be explained.  Each firm has its own method to allocate indirect costs to a contract.  For Small Business purposes, one method would be to determine the total indirect spending for the last year. Analyze the spending by source to determine which categories the spending falls into.  Once the spending is categorized, determine what percentage of the total indirect applies to each category of small business.  Apply that percentage to planned indirect costs and add the resulting dollars to the planned direct dollar spending.

SMALL BUSINESS LIAISON OFFICER TRAINING 88 Module 4A: Preparing a Small Business Subcontracting Plan 004X – Name of Individual Administering Individual Responsible for Administrating the Plan : Employee (name, title, contact information) who will administer the offeror’s subcontracting program & description of duties Ref: FAR 52.219-9 (d) (10)

SMALL BUSINESS LIAISON OFFICER TRAINING Module 4A: Preparing a Small Business Subcontracting Plan 004Y – Assurances  Describe efforts offeror will make to assure small business concerns have an equitable opportunity to compete for subcontracts. See FAR 52.219-9 (e) for details. FAR ref: 52.219-9 (d) (8) 89

SMALL BUSINESS LIAISON OFFICER TRAINING Module 4A: Preparing a Small Business Subcontracting Plan 004Z – Assurances  FAR 52.219-9(e) lists 5 functions that a contractor is expected to perform in implementing its plan: -Assist small firms by arranging solicitations, time for bid preparation, quantities, specifications and delivery schedules to facilitate participation. -Provide adequate and timely consideration of the potentialities in all “make-or-buy” decisions. -Counsel and discuss subcontracting opportunities. 90

SMALL BUSINESS LIAISON OFFICER TRAINING Module 4A: Preparing a Small Business Subcontracting Plan 004AA – Assurances  FAR 52.219-9(e) lists 5 functions that a contractor is expected to perform in implementing its plan (cont.): -Confirm that a subcontractor representing itself as a HUBZone firm is identified as certified in the Central Contractor Registration or by contacting SBA. -Provided notice to subcontractors concerning the penalties and remedies for misrepresentation of business status for the purpose of obtaining a subcontract that is to be included as part of a goal. 91

SMALL BUSINESS LIAISON OFFICER TRAINING Module 4A: Preparing a Small Business Subcontracting Plan 004AB – Assurances  Statement: Contractor will cooperate in any studies or surveys as may be required. FAR ref: 52.219-9 (d) (10)  Statement: Contractor will submit periodic reports as required ISRs & SSRs (formerly SF 294 & 295). FAR ref: 52.219-9 (d) (10) 92

SMALL BUSINESS LIAISON OFFICER TRAINING 93 Module 4A: Preparing a Small Business Subcontracting Plan 004AC – Assurances Statement that the offeror will include the following clause: “Utilization of Small Business Concerns” (FAR 52.219-8) in all subcontracts that offer further subcontracting opportunities, and that the offeror will require all subcontractors (except small business concerns) that receive subcontracts in excess of $650,000 ($1,500,000 for construction of any public facility) to adopt a subcontracting plan that complies with the requirements of this clause.

SMALL BUSINESS LIAISON OFFICER TRAINING 94 Module 4A: Preparing a Small Business Subcontracting Plan 004AD– Records FAR 52.219-9(d)(11) lists 6 specific records that the contractor must agree to maintain: -- Source lists, guides and other data identifying small business concerns. -- Organizations contacted to locate small business concerns.

SMALL BUSINESS LIAISON OFFICER TRAINING Module 4A: Preparing a Small Business Subcontracting Plan 004AE – Records (cont.) Were firms in each of the small business categories solicited? If not, Why not? AND, if applicable, why the award was not made 95

SMALL BUSINESS LIAISON OFFICER TRAINING Module 4A: Preparing a Small Business Subcontracting Plan 004AF – Records (cont.)  Outreach efforts to contact trade associations, business development organizations, conferences and trade fairs.  Records of internal guidance and encouragement to buyers through workshops, seminars, training, etc. and monitoring performance to evaluate program compliance.  On a contract-by-contract basis, records to support award data including the name, address and business size of each subcontractor. 96

SMALL BUSINESS LIAISON OFFICER TRAINING 97 Module 4A: Preparing a Small Business Subcontracting Plan 004AG – Assurances – Records of Awards of $150,000 Sample Matrix Received AwardSolicited Did not Respond Not Solicited Because SB SDB WOSB HUBZone VOSB SDVOSB

SMALL BUSINESS LIAISON OFFICER TRAINING 98 Module 4B: Preparing a Small Business Participation Plan  Part of Source Selection Evaluation (DFARS 215.304)  If plans are required by the solicitation, they apply to both Large and Small Businesses.  As specified in DFARS PGI 215_3, Evaluation factors may include: --Extent to which SB firms are specifically identified in the proposal. >>Should be by name and CAGE. >>Should identify specific work or components to be supplied by SB.

SMALL BUSINESS LIAISON OFFICER TRAINING 99 Module 4B: Preparing a Small Business Participation Plan  Evaluation factors may include (cont.): --Extent of commitment to SB firms (enforceable commitments weighted more heavily than non- enforceable ones). -- Realism of proposal. -- Past performance of offerors in complying with requirements of FAR 52.219-9 and 52.219-8 (i.e. ISR/SF 294 and SSR/SF 295 data over last 3 years). -- Extent of participation of SB firms in terms of value of the total contracts. -- Extent proposal meets or exceeds goals listed in solicitation.

SMALL BUSINESS LIAISON OFFICER TRAINING 100 Module 4B: Preparing a Small Business Participation Plan Subcontracting versus SB Participation Example  Assume contract with a value of $100 million and subcontracting of $10 million. -- 25% SB Percentage in a Subcontracting Plan SB would receive $2.5 million -- 25% SB Percentage in a Participation Plan SB would receive $25 million

SMALL BUSINESS LIAISON OFFICER TRAINING 101 Module 4B: Preparing a Small Business Participation Plan  Proposal Evaluations will summarize the plans and list: -- Significant Strengths -- Strengths -- Significant Weaknesses -- Weaknesses

SMALL BUSINESS LIAISON OFFICER TRAINING 102 Module 4B: Preparing a Small Business Participation Plan  Things to Watch -- Make sure that the SB dollars in the participation plan are the same as in the subcontracting plan. -- Do not include your overhead, profit, etc. The dollars must be what will go to SB. -- Check CCR/DSBS, etc. and take credit for SB firms in every category in which they qualify. -- Do not make statements that the reviewer cannot verify. -- Be conscious of page limitations.

SMALL BUSINESS LIAISON OFFICER TRAINING 103 Module 5: Small Business Assessment  This module covers the assessment of small business firms in preparation for solicitations and source selection. A series of recommendations on the evaluation process are made to assist the user in determining the probability of subcontractor success. The information will ensure that buyers do not overlook the capability of small business entities in performing subcontracts.

SMALL BUSINESS LIAISON OFFICER TRAINING 104 Module 5: Small Business Assessment 005A – SB Assessment How should small business firms be assessed and evaluated for prime or subcontracting opportunities?  A. Gut feel  B. Company brochures  C. An organized assessment process  D. An introduction at a Matchmaker event (check one) Answer: C This Module covers: 1.Use of evaluation tools 2.The evaluation process 3.Fundamental success factors 4.Technical/Business Expertise 5.Integrity/Ethics/Vision 6.“Owner in the store” 7.Subjective assessment

SMALL BUSINESS LIAISON OFFICER TRAINING 105 Module 5: Small Business Assessment 005B – SB Assessment 1. Use of Evaluation Tools  The use of evaluation tools may vary from state to state and company to company but here are the basic tool types to consider. 2. The Evaluation Process  Key elements that can assist in the true picture of a company’s capability. Evaluation Tools: 1. Standard business reports 2. Commercial evaluations 3. Lean Manufacturing 4. CCR Certifications 5. Not on Debarred List (EPLS) Evaluation Elements 1. Past performance 2. Relationships 3. Inspection and Pre-award Surveys 4. References/History 5. Inventory position 6. Financial status

SMALL BUSINESS LIAISON OFFICER TRAINING 106 Module 5: Small Business Assessment 005C – SB Assessment 3. Fundamental and Critical Success Factors  Elements that effect a firms ability to be successful. 4. Technical Expertise  The minimum required expertise to conduct business and projects. Critical Success factors: 1.Adequately capitalized 2. Drive and determination 3. Competitive advantage 4. Demand for product or service 5. Pricing and profit margins Technical Expertise Required 1. Marketing/Pricing 2. Production 3. Organization and management 4. Financial and Accounting 5. Quality Management 6. Safety and loss control

SMALL BUSINESS LIAISON OFFICER TRAINING 107 Module 5: Small Business Assessment 005D – SB Assessment 5. Integrity/Ethics/Vision  The foundation of any organization is the ethical basis of the operation. 6. Expertise  The basis for the firms ability to perform any given task. Integrity/Ethics/Vision 1. Honesty 2. Vision - long term goals 3. People skills 4. Workers that share the vision Expertise: 1. Are the skill sets present to do the work? 2. Is training a way of life? 3. Are there single points of failure?

SMALL BUSINESS LIAISON OFFICER TRAINING 108 Module 5: Small Business Assessment 005E – SB Assessment 7. Owner in the Store  Local management may be key to the effectiveness of the business unit. Owner in the Store 1. Is the owner involved on a day to day basis? 2. Does management have good financial relations with financing and professional services? 3. Are they profitable? 4. Is this a serious business for the owners or just a hobby?

SMALL BUSINESS LIAISON OFFICER TRAINING 109 Module 5: Small Business Assessment 005F – SB Assessment 8. Subjective Assessment  Use your experience and the information from the above items to help formulate the evaluation report. Are they ready to take our order and perform all aspects of it well? Subjective Assessment: 1. Housekeeping and general appearance. 2. Is this the company you would do business with if it was your money? 3. How’s the attitude of the people? YES or NO?

SMALL BUSINESS LIAISON OFFICER TRAINING 110 Module 6: Small Business Metrics and Reporting  This Module covers the reporting required against the Small Business Subcontracting Plans created in Module #4. The ISR and SSR are reviewed in detail. Optional form OP312 is also discussed.  Note: The information contained herein is for guidance and education only and does not replace or supersede any Federal Acquisition Regulations or instructions.  Some of the material to be presented in the following slides was taken from the eSRS website and from a TRIAD presentation given earlier this year.

SMALL BUSINESS LIAISON OFFICER TRAINING 111 Module 6: Small Business Metrics and Reporting 006A – Reporting What is eSRS?  eSRS is the electronic reporting system that replaces paper reporting on SF294s and SF295s.  SF294 has been replaced with the ISR – Individual Subcontracting Report.  SF295 has been replaced with the SSR – Summary Subcontracting Report.

SMALL BUSINESS LIAISON OFFICER TRAINING 112 Module 6: Small Business Metrics and Reporting 006B – Reporting Individual Subcontracting Report/Summary Subcontracting Report (ISR/SSR)  Both reports are due semi-annually for those contractors reporting under Individual Subcontracting Plans.  ALL Contractors including those in the Comprehensive Subcontracting Program report semi-annually via the SSR (except those with Commercial Plans).  Contractors under Commercial Plans report via the SSR annually, at the end of the Government’s fiscal year.  The performance data is based on the Government’s fiscal year between October 1 through September 30.

SMALL BUSINESS LIAISON OFFICER TRAINING 113 Module 6: Small Business Metrics and Reporting 006C – Reporting Semi Annual Reporting Means: Sending the reports to DCMA or the contracting agency on time  Midyear reports are due 30 days after the end of the first reporting period (March 31), which is April 30 and  30 days after the end of the fiscal year September 30, which is October 30.

SMALL BUSINESS LIAISON OFFICER TRAINING 114 Module 6: Small Business Metrics and Reporting 006D – Reporting Authority:  On July 19, 2008, the Deputy Under Secretary of Defense issued a Memorandum directing that eSRS be implemented for FY08 year-end subcontracting reporting for ALL DoD agencies.  http://www.acq.osd.mil/osbp/doing_business/e-srs.htm http://www.acq.osd.mil/osbp/doing_business/e-srs.htm

SMALL BUSINESS LIAISON OFFICER TRAINING 115 Module 6: Small Business Metrics and Reporting 006E – Reporting ISR  Report for individual contracts  Data is cumulative during the life of your program as purchased from US firms  At the end of contract performance, the final data is sent to the Contracting Officer as a performance record  Timeliness and accuracy of the report is critical  Reports are deliverables under the contract FAR 52.219.9

SMALL BUSINESS LIAISON OFFICER TRAINING 116 Module 6: Small Business Metrics and Reporting 006F – Metrics and Reporting Contractor Registration in eSRS:  Registration in eSRS is a two-part process - Submitting a registration request and Waiting for approval from eSRS.  Part 1 – Requesting Approval 1. Visit www.esrs.gov to registerwww.esrs.gov 2. Select “Contractors” under “Log-In or Register Now” 3. Select “New Contractors: Register” 4.Enter your company’s DUNS number

SMALL BUSINESS LIAISON OFFICER TRAINING 117 Module 6: Small Business Metrics and Reporting 006G – Metrics and Reporting Requesting Approval, (cont’d) 5. Review your company information. This information is pulled directly from CCR. If it needs to be updated, stop the registration process and go to www.ccr.gov to update your information.www.ccr.gov 6. Fill in the contact information.  TIP: Make sure that the DUNS number you are using is the same as the DUNS number used on the contract you are submitting the report for.

SMALL BUSINESS LIAISON OFFICER TRAINING 118 Module 6: Small Business Metrics and Reporting 006H – Metrics and Reporting Part 2 – Registration Approval:  Check your email for an email from esrs@sba.gov. This email will confirm your registration request. To finish the registration process, click on the link provided in the email.esrs@sba.gov

SMALL BUSINESS LIAISON OFFICER TRAINING 119 Module 6: Small Business Metrics and Reporting 006I – Reporting Entering an ISR: 1. Make sure you are registered in eSRS 2. Click on “Contractor” 3. Click on “File ISR” from the left navigation and then on “Continue”. Because eSRS contains a number of new fields that did not exist on the SF294, you will need the following for referral: -DUNS number as it appears on your contract -Product and Service Codes -NAICS as it appears on your contract 4. Enter the contract number (no dashes). If there are existing contracts in the system under the DUNS number you entered, they will appear in the drop down menu.

SMALL BUSINESS LIAISON OFFICER TRAINING 120 Module 6: Small Business Metrics and Reporting 006J – Reporting Entering an ISR (Cont’d) *** TIP *** If you get an error message that your contract number does not match any contracts in the system, contact your Government contracting official. The contract you are trying to reference is not coded in FPDS as having a subcontracting plan. Accordingly, this needs to be updated in FPDS by the Government before you can proceed with entering your ISR.

SMALL BUSINESS LIAISON OFFICER TRAINING 121 Module 6: Small Business Metrics and Reporting 006K – Reporting Entering an ISR (Cont’d) 5.Once eSRS has found your contract, indicate whether you are the prime or the sub for the contract. 6. Your contract information will be pulled directly from FPDS (discussed a few slides ahead). Ensure that the information provided is correct. If not, inform your Government contracting official of the error(s). 7. Fill in any open boxes showing on the screen. These represent information not found in FPDS. 8. Enter the dollar values in each box. All mandatory fields are marked with a red *. eSRS will automatically calculate percentages. 9. Certify your information and include contact information for the person at your organization that administers the contract. This may be different from the person who is submitting the report.

SMALL BUSINESS LIAISON OFFICER TRAINING 122 Module 6: Small Business Metrics and Reporting 006L – Reporting Entering an ISR (Cont’d) 10. Include the email addresses of those individuals you would like notified that your report has been submitted. This must include the Government contracting official responsible for your contract. 11. Review the information you have inputted and select “Submit”. Those that you have designated with email addresses will receive notification that the report has been filed. 12. The Approving Official is the Contracting Officer that issued the contract.

SMALL BUSINESS LIAISON OFFICER TRAINING 123 Module 6: Small Business Metrics and Reporting 006M – Reporting FPDS: Federal Procurement Data Systems – Next Generation  FPDS/NG identifies contracts having subcontracting requirements https://www.fpds.gov  Use FPDS/NG if you are unable to find or report against a contract in eSRS.  In FPDS you will find the Contract Number as it will appear in eSRS, DUNS number, Vendor Name and Location.  If your contract is in FPDS/NG but not in eSRS, then the likely problem is that the Government contracting official has not checked off that a subcontracting plan is required.

SMALL BUSINESS LIAISON OFFICER TRAINING 124 Module 6: Small Business Metrics and Reporting 006N – Reporting SSR  SSR is a report of your entire US Owned Supplier Spend  Data collected should include all direct US Govt. contracts, large and small dollars as well as indirect dollars with US Firms.  The report is completed semi-annually and covers overall performance on Federal contracts  The Approving Official for your DoD SSR will be the cognizant Assistant Director of Small Business at DCMA

SMALL BUSINESS LIAISON OFFICER TRAINING 125 Module 6: Small Business Metrics and Reporting 006O – Reporting Entering an SSR: 1. Make sure you are registered in eSRS 2. Log into www.esrs.gov and select “Contractor”www.esrs.gov 3. Click on “File SSR” from the left navigation and then “Continue”. Because eSRS contains a number of new fields that did not exist on the SF295, have your DUNS number, Product and Service Codes and NAICS for referral. 4. Select the type of Subcontracting Plan for which you are submitting the SSR: “Individual” or “Commercial”. 5. Input your company’s DUNS number. Your company information will be pulled directly from CCR. If your company information is incorrect, you must go to www.ccr.gov and update the information before proceeding with the SSR.www.ccr.gov

SMALL BUSINESS LIAISON OFFICER TRAINING 126 Module 6: Small Business Metrics and Reporting 006P – Reporting Entering an SSR (Cont’d) 6. Input the date submitted and your contact information. 7. Reporting Period: For a report submitted under an Individual Subcontracting Plan, select the correct reporting period and year that corresponds with your report. For a report submitted under a Commercial Subcontracting Plan, the reporting period and the year are the dates covered by your Commercial Subcontracting Plan. 8. For a report submitted under an Individual Subcontracting Plan, select the “Agency” from the drop-down menu. Do not select “Department of Defense” as your Agency. You should select the organization at the Department of Defense that administers the majority of subcontracting plans (e.g., USAF or USTRANSCOM).

SMALL BUSINESS LIAISON OFFICER TRAINING 127 Module 6: Small Business Metrics and Reporting 006Q – Reporting Entering an SSR (Cont’d) 9. Check the box indicating whether you are a prime contractor or subcontractor for this report. 10. Provide the name and NAICS Code of the major product(s) or service line(s) of your company. 11. Fill in the subcontracting data for each business category. If you are submitting a report based on a Commercial Subcontracting Plan, specify agencies to which you are submitting your report and the percentages of dollars attributable to each. Also indicate which agency approved your Commercial Subcontracting Plan.

SMALL BUSINESS LIAISON OFFICER TRAINING 128 Module 6: Small Business Metrics and Reporting 006R – Reporting Entering an SSR (Cont’d) 12.Provide the contact information for the person at your company that administers your subcontracting program. This person may be different than the person who is submitting the report. (NOTE: This will not be the name of any Government contracting official responsible for your contracts.) Then certify that the information contained in the report is accurate and that the totals do not include lower-tiers. 13. Provide the name and title of the CEO in your company. Certify that the CEO will review your report and will sign a hard copy that will be kept on file for four (4) years. 14. Include the email addresses of those individuals you would like to be notified that your report has been submitted. This must include the Government contracting official responsible for your contract. 15. Review the information you have inputted. Select “Continue” and then “Submit”. Those that you have designated with email addresses will receive notification that the report has been filed.

SMALL BUSINESS LIAISON OFFICER TRAINING 129 Module 6: Small Business Metrics and Reporting 006S – Reporting Optional Form 312 #1 Reason  If a contract contains either of the SDB Participation mechanisms - the Evaluation Factor for SDB Participation or the Monetary Subcontracting Incentive- the contracting officer needs a way to determine at contract completion that the contractor met its SDB target in the authorized NAICS Major Groups codes. The Optional Form 312 does not have to be submitted semi-annually, as does the ISR; rather it is submitted only once, at contract completion.

SMALL BUSINESS LIAISON OFFICER TRAINING 130 Module 6: Small Business Metrics and Reporting 006T – Reporting Optional Form 312 #2 Reason  Is to provide a way for the Government to collect comprehensive subcontracting data by NAICS code. This information will enable the Dept. of Commerce to fine-tune its industry benchmarks in subcontracting. It will be accomplished by requiring all Government contractors that normally submit the Summary Subcontract Report, to include a breakout of subcontract awards to SDBs by NAICS code.

SMALL BUSINESS LIAISON OFFICER TRAINING 131 Module 6: Small Business Metrics and Reporting 006U – Reporting NOTE:  Effective Oct 1, 2000, FAR Clause 52.219-9, under Paragraph (j)(2), SSR Reporting, changed to read as follows: “All reports at the close of each fiscal year (both commercial and individual plans) shall include a breakout, in the Contractors format, of subcontract awards, in whole dollars, to Small Disadvantaged Business concerns by NAICS Classification Industry Subsector. For a Commercial Plan, the Contractor may obtain from each of its subcontractors a predominant NAICS Major Group and report all awards to that subcontractor under its predominant NAICS Code.

SMALL BUSINESS LIAISON OFFICER TRAINING 132 Module 6: Small Business Metrics and Reporting 006V – Reporting Common mistakes on the forms: Make sure the data is ACCURATE  Block 2: Wrong or incomplete DUNS Number  Block 6: Administering Activity. If you are reporting to NASA or Civilian Agencies, you will have to issue a SSR to those agencies. DCMA does not collect data for the Corps of Engineers – they have their own reporting mechanism.  Block 7: Report on both subcontract number, if applicable, and appropriate contract #.  Block 8: Use most recent address and street number for the Buying Activity.  Ensure data is cumulative on an annual basis for the SSR and for the life of the contract for the ISR.

SMALL BUSINESS LIAISON OFFICER TRAINING 133 Module 7: Information Resources and FAQs  This Module covers Frequently Asked Questions and the resources to help find the answers. It is an overall resource management section for small business professionals.  This is a starter module and should be enhanced as new questions come up in the training sessions.

SMALL BUSINESS LIAISON OFFICER TRAINING 134 Module 7: Information Resources and FAQs 007A – FAQ #1 FAQ #1: Q:A supplier states they are certified as a minority business by the State of Connecticut. Is that certification valid for a DOD prime contractor? A:NO. A supplier is considered a Small Disadvantaged Business if they are self-certified by signed statement from responsible company management.

SMALL BUSINESS LIAISON OFFICER TRAINING 135 Module 7: Information Resources and FAQs 007B – FAQ #2 FAQ #2: Q:Are certifications from the National Minority Supplier Development Council or the U.S. Department of Transportation valid for US DOD contractors? A:NO. A supplier is considered a Small Disadvantaged Business if they are self-certified by signed statement from responsible company management.

SMALL BUSINESS LIAISON OFFICER TRAINING 136 Module 7: Information Resources and FAQs 007C – FAQ #3 FAQ #3: Q:A Woman-Owned Small Business is certified by a National Woman- Owned Supplier Organization. Is this certification valid for US DoD contractors? A:NO. A supplier is considered a Woman-Owned business if they are self- certified by signed statement from responsible company management.

SMALL BUSINESS LIAISON OFFICER TRAINING 137 Module 7: Information Resources and FAQs 007D – FAQ #4 FAQ #4:???? Q:A Woman-Owned Small Business claims to also be a DBE. Is this valid proof they also are certified as an SDB and valid for US DOD contractors? A:NO. A supplier is considered a Woman-Owned business if they are self- certified by signed statement from responsible company management.

SMALL BUSINESS LIAISON OFFICER TRAINING 138 Module 7: Information Resources and FAQs 007E – FAQ #5 FAQ #5: Q:Where can I get information about small businesses in my state? A:The SBA Office, the Dynamic Small Business Search, or the Procurement Technical Assistance Center/Procurement Technical Assistance Program (PTACs or PTAPs near you). PTACs or PTAPs are very helpful in connecting you with local small businesses.

SMALL BUSINESS LIAISON OFFICER TRAINING 139 Module 7: Information Resources and FAQs 007F – PTAC/PTAP Contacts Contact List of Northeast PTACs/PTAPs  NH – David Peasephone: 603-271-7581email: dpease@dred.state.nh.us website: www.nheconomy.com/ptac@dred.state.nh.us  ME – Jaci Hancockphone: 207-942-6389email: jhancock@emdc.org website : www.emdc.orgwww.emdc.org  CT – Brien Robertsonphone: 860-437-4659 x208email: brobertson@secter.org website : www.secter.org/ptap.htmbrobertson@secter.org  VT – Robin Millerphone: 802-828-5240 email: robin.miller@state.vt.us website : www.thinkvermont.com/vtptacrobin.miller@state.vt.uswww.thinkvermont.com/vtptac  RI - Dorothy Reynoldsphone: 401-222-2601 email: dreynold@riedc.com website : www.riptac.comdreynold@riedc.comwww.riptac.com  MA - Peter Cokotisphone: 413-737-6712email: pcokotis@som.umass.edu website : www. msbdc.org/ptacpcokotis@som.umass.eduwww. msbdc.org/ptac  NY is divided into regional programs. Go to www.aptac-us.org or www.dla.mil/db/procurem.htm for a list.www.aptac-us.org www.dla.mil/db/procurem.htm

SMALL BUSINESS LIAISON OFFICER TRAINING 140 Module 8: Staying Current  This module is about keeping up with the changes to the regulations and policy statements that govern small business subcontracting.

SMALL BUSINESS LIAISON OFFICER TRAINING 141 Module 8: Staying Current 008A Stay on top of what is happening in the world of Small Business!  Stay current on the changes to the Federal Acquisition Regulations concerning small business programs.  Stay abreast of pending legislation in the Federal Register.  Inform company management about legislative changes.  Keep company management informed on small business trends.  Point out the strengths and weaknesses in your program.  Maintain measurements of your program. Note your successes. Provide continuous improvement methods on weaknesses.  Continue to develop new suppliers to enhance your program.  Maintain contact with your SBA, PTAC/PTAP.  Get involved in your Regional Council.  Attend conferences and matchmaker events.

SMALL BUSINESS LIAISON OFFICER TRAINING 142 Module 8: Staying Current 008B DO OUTREACH!!

SMALL BUSINESS LIAISON OFFICER TRAINING 143 Expressions from a winning American Icon “It's deja vu all over again"- Yogi Berra Learn from last year’s SSR (formerly SF295) and try to improve performance every year “You can observe a lot by watching” - Yogi Berra We hope that watching this training was helpful “We made too many wrong mistakes” - Yogi Berra Wrong mistakes are the worst kind…don’t make em’. Hope we helped you to avoid them. “It ain't over 'til it's over” - Yogi Berra Well...It’s Over!

SMALL BUSINESS LIAISON OFFICER TRAINING 144 Resources DEFENSE DEPARTMENT AGENCIES Air Force Small Business http://selltoairforce.org/http://selltoairforce.org/ Army http:www.acquistion.army.mil/asfi/ Marine Corps http://www.hqmc.usmc.mil/ilweb.nsf Navy http://www.abm.rda.hq.navy.mil/http://www.abm.rda.hq.navy.mil/ Defense Acquisition University http:www.dau.mil/ Defense Advanced Research Projects Agency (DARPA) http://www.darpa.mil/sbir/http://www.darpa.mil/sbir/

SMALL BUSINESS LIAISON OFFICER TRAINING 145 Resources DEFENSE DEPARTMENT AGENCIES Defense Automated Printing Service http://www.daps.dla.mil/http://www.daps.dla.mil/ Defense Contract Management Agency http://www.dcma.mil Defense Logistics Agency http:www.dla.mil/ Defense Logistics Information Service, Battle Creek, MI http://www.dlis.dla.mil/http://www.dlis.dla.mil/ Defense Logistics Agency Forms http://www.dla.mil/dss.forms/ Defense Procurement Acquisition Policy http://www.acq.osd.mil/dpap/

SMALL BUSINESS LIAISON OFFICER TRAINING 146 Resources DEFENSE DEPARTMENT AGENCIES Defense Reutilization and Marketing Svc. Battle Creek, MI http://www.drms.dla.mil/http://www.drms.dla.mil/ Defense Technical Information Service http://www.dtic.mil/dtic/ Department of Defense Office of Small Business http://www.acq.osd.mil/osbp/ List of DoD Small Business Specialists http://www.acq.osd.mil/osbp/doing_business/index.htmwww.acq.osd.mil/osbp/doing_business/index.htm Small Business Tutorials by Air Force Outreach Programs Office www.selltoairforce.org/Training/Training.aspxwww.selltoairforce

SMALL BUSINESS LIAISON OFFICER TRAINING 147 Resources DEFENSE DEPARTMENT SMALL BUSINESS PROGRAMS HBCU/MI http://www.acq.osd.mil/osbp/programs/hbcumi/Home.htm Indian Incentive http://www.acq.osd.mil/osbp/iip/index.htm Mentor Protégé http://www.acq.osd.mil/osbp/mentor_protege Small Business Innovative Research http://www.acq.osd.mil/osbp/sbir/index.htm Veterans http://www.acq.osd.mil/osbp/programs/veterans/index.htm Woman http://www.acq.osd.mil/osbp/programs/wosb/index.htm

SMALL BUSINESS LIAISON OFFICER TRAINING 148 Resources OTHER FEDERAL AGENCIES Department of Commerce http://www.commerce.gov/ Department of Transportation http://www.dot.gov General Services Administration (GSA) http://www.gsa.gov/ US Government Printing Office http://www.access.gpo.gov/http://www.access.gpo.gov/ National Aeronautics and Space Administration (NASA) Small Business http://www.osbp.nasa.gov/ Office of Government Ethics http://www.usgov.gov/

SMALL BUSINESS LIAISON OFFICER TRAINING 149 Resources OTHER FEDERAL AGENCIES Federal Acquisition Regulation http://www.arnet.gov/far/ http://farsite.hill.af.mil NSA http://www.nsaarc.net/http://www.nsaarc.net/

SMALL BUSINESS LIAISON OFFICER TRAINING 150 Resources OTHER FEDERAL AGENCIES Center for Veterans Enterprise http://www.vetbiz.gov Office of Personnel Management http://www.opm.gov Small Business Administration http://www.sba.gov U.S. House of Representatives http://www.house.gov/ U.S. Senate http://www.senate.gov/http://www.house.gov/http://www.senate.gov/ The White House http://www.whitehouse.gov/

SMALL BUSINESS LIAISON OFFICER TRAINING 151 Resources OTHER USEFUL GOVERNMENT WEBSITES Acquisition Central http://www.arnet.gov/http://www.arnet.gov/ Central Contractor Registration http://www.ccr.gov/ Code of Federal Regulations http://www.gpoaccess.gov/cfr/http://www.gpoaccess.gov/cfr/ Federal Acquisition Regulation http://www.arnet.gov/far http://farsite.hill.af.mil Federal Register http://www.gpoaccess.gov/fr Listing of Federal Opportunities http:// www.fedbizopps.gov

SMALL BUSINESS LIAISON OFFICER TRAINING 152 Resources OTHER USEFUL GOVERNMENT WEBSITES DLA FormFlow Index http://www.dla.mil/dss/forms/http://www.dla.mil/dss/forms/ GSA Forms Library http://www.gsa.gov/Portal/gsa/ep/formslibrary.do?formType=ALLhttp://www.gsa.gov/Portal/gsa/ep/formslibrary.do?formType=ALL National Security Agency http://nsa.gov Office of Government Ethics Forms http://www.usoge.gov/index.htmlhttp://www.usoge.gov/index.html Office of Personnel Management Electronic Forms http://www.opm.gov/forms/html/formflow.asphttp://www.opm.gov/forms/html/formflow.asp Historically Black Colleges & Universities and Minority Institutions http.//www.ed.gov/about/inits/list/whhbcu/edlite-list.html http://www.ed.gov/about/offices/list/ocr/edlite-minorityinst-list-tab.html

SMALL BUSINESS LIAISON OFFICER TRAINING 153 Resources OTHER USEFUL WEBSITES The Federal Marketplace: http:// www.fedmarket.com National Industries for the Blind (NIB) http://www.nib.org National Industries for the Severely Handicapped (NISH) http://www.nish.org National Association of Women Business Owners (NAWBO): http://www.nawbo.orgwww.nawbo.org Womenbiz http://www.womenbiz.govwww.womenbiz.gov

SMALL BUSINESS LIAISON OFFICER TRAINING 154 Appendix A (go to website – www.acq.osd.mil/osbp)

SMALL BUSINESS LIAISON OFFICER TRAINING 155 Appendix A (go to website – www.acq.osd.mil/osbp)

SMALL BUSINESS LIAISON OFFICER TRAINING The Department of Defense Northeast Regional Council for Small Business Education and Advocacy http://www.dodneregional.org Visit us Often! This training was brought to you by: Revised: October 2010

The MATCHMAKERS HPT Subcommittee of the Northeast Regional Council Small Business Utilization SeriesTraining Guide The Matchmaker Team Mark I: Professional.

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The MATCHMAKERS HPT Subcommittee of the Northeast Regional Council Small Business Utilization SeriesTraining Guide The Matchmaker Team Mark I: Professional.

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