2. Topics to be covered: Define “Small” Categories of Small Businesses Order of Precedence Subcontracting Plans TACOM Small Business Offices

3. Only SBA determines size. “A business entity organized for profit, with a place of business located in the United States, and which operates primarily within the United States or which makes a significant contribution to the U. S. economy through the payment of taxes or use of American products, material or labor” (13 CFR Part 121) What Determines “small” ? What Determines “small” ? (First Criteria)

4. “Small” for the SBIR Program A small business concern is one that, at the time of award of a Phase I or Phase II contract: a.is organized for profit, with a place of business located in the United States, which operates primarily within the United States or which makes a significant contribution to the United States economy through payment of taxes or use of American products, materials, or labor; b.is in the legal form of an individual proprietorship, partnership, limited liability company, corporation, joint venture, association, trust or cooperative, except that where the form is a joint venture, there can be no more than 49 percent participation by foreign business entities in the joint venture; c.is a least 51 percent owned and controlled by one or more individuals who are citizens of, or permanent resident aliens in, the United States, except in the case of a joint venture, where each entity to the venture must be 51 percent owned and controlled by one or more individuals who are citizens of, or permanent resident aliens in, the United States; and d.has, including its affiliates, not more than 500 employees.

5. North American Industry Classification System Code (NAICS Code) FAR 19.102 http://www.sba.gov/size/ Manufacturers = Number Employee Services = Annual Gross Sales What Determines “small” ? What Determines “small” ? (Second Criteria)

6. 332 -- Fabricated Metal Product Manufacturing NAICSDescription Size 332116Metal Stampings 500 332813Electroplating, Plating, Polishing, Anodizing, and Coloring 500 332992Small Arms Ammunition Manufacturing 1,000 332993Ammunition (except Small Arms) Manufacturing1,500 332994Small Arms Manufacturing1,000

7. 5413 - Architectural, Engineering, and RelatedServices NAICSDescriptionSize 541330Engineering Services$ 4.0M EXCEPT Military and Aerospace Equipment and Military Weapons $23.0M EXCEPT Contracts and Subcontracts for Engineering Services Awarded Under the National Energy Policy Act of 1992 $23.0M EXCEPT Marine Engineering and Naval Architecture$13.5M

8. Topics to be covered: Define “Small” Business Categories of Small Businesses Order of Precedence Subcontracting Plans TACOM Small Business Offices

9. Small Business Categories Small Business (SB) 8(a) Certified Small Business HUB-Zone Small Business (HUB-Zone) Small Disadvantaged Business (SDB) Woman-Owned Small Business (WOSB) Service-Disabled Veteran-Owned Small Business/Veteran-Owned Small Business (SDVOSB/VOSB)

10. 8(a) Business Development Program Requirements for 8(a) Status: Small Business and U.S. Citizen and 51% owned & controlled by Socially & Economically Disadvantaged Individuals and Certified by SBA (9 years) - pro-net.sba.gov Benefits: Sole Source Contracts (<$3M services, <$5M Mfg) Restricted Competition (>$3M/$5M, 2 or more) Synopsis not required for sole source

11. Historically Underutilized Business Zone Empowerment Contracting Program Requirements for HUB-Zone Certification by SBA: Small Business and Located in a HUB-Zone, (http://www.sba.gov/hubzone) and Owned & Controlled by U.S. Citizen and At least 35% employees reside in HUBZones Certified for 3 years - renewable Benefits: Restricted Competition (Any $ amount, 2 or more) Sole Source Contracts (<$3M services, <$5M Mfg) 10% price eval preference in F&O Competition

12. Not Qualified Qualified Metropolitan Area HUB-Zone Locations

13. Not Qualified Qualified Metropolitan Area HUB-Zone Locations - Michigan

14. Small Disadvantaged Business Requirements for SDB Certification by SBA: Small Business, and U.S. Citizen, and 51% owned & controlled by Socially & Economically Disadvantaged Individuals, and certified as SDB by SBA (3 year cert - PRO-Net) Benefits: Subcontracting Goal 10% Price Break on non-DOD Buys 8(a) firms are SDBs.

15. Woman-Owned Small Business Small business concern, and At least 51 percent owned by one or more women, and Whose management and daily business operations are controlled by one or more women. Self certification Benefit: Subcontracting Goal, but no preference for Government buys

16. Veteran-Owned Small Business & Service-Disabled VOSB Small business concern, and At least 51 percent owned by one or more veterans/service-disabled veterans, and Whose management and daily business operations are controlled by vets. Self certification Benefit: Subcontracting Goal, but no preference for TACOM buys

17. Topics to be covered: Define “Small” Categories of Small Businesses Order of Precedence Subcontracting Plans TACOM Small Business Offices

18. Order of Precedence for Contracting Order of Precedence for Contracting (FAR Part 19) 1. 8(a) Set Aside with preference for 8(a)/HUB-Zone firms 2. HUB-Zone Set Aside 3. Small Business Set Aside (SBSA) 4. Partial SBSA 5. Full & Open Competition

19. Topics to be covered: Define “Small” Categories of Small Businesses Order of Precedence Subcontracting Plans TACOM Small Business Offices

20. Subcontracting Plans Required of Large Business Primes, >$500K Types of Plans: – Individual (one contract) – Master (3 yrs - no goals), – Commercial (company-wide for contractors selling commercial items) – Comprehensive Plan (enterprise-wide, test program) SubK % Goals required for: SB, SDB, WOSB, VOSB, SDVOSB & HUBZone Ref FAR 52.219-9, OFPP 99-1, DFARS 219.705-4

21. Topics to be covered: Define “Small” Categories of Small Businesses Order of Precedence Subcontracting Plans TACOM Small Business Offices

22. Contracting Opportunities at TACOM’s 8 Sites Watervliet Arsenal Watervliet, NY Watervliet Arsenal Small Business Office: Phone 518-266-5309, Fax 518-266-4682 Large Caliber Cannon Production Anniston Army Depot Anniston, Alabama Anniston Army Depot Small Business Office: Phone 256-235-7346 Fax 256-235-6353  Munitions Storage  Vehicle Overhaul  Chemical Demilitarization Red River Army Depot Texarkana, Texas Red River Army Depot Small Business Office: Phone 903-334-3989 Fax 903-334-3480  Munitions Storage  Vehicle Overhaul  Tank Track & Roadwheels Rock Island Arsenal Rock Island, Illinois Rock Island Arsenal SB Office: Phone 309-782-4837 Fax 309-782-6727 Manufacture of Specialized Ordnance, Retrofit Items TACOM at Rock Island Rock Island, Illinois TACOM at Rock Island SB Office: Phone 309-782-6709 Fax 309-782-0867  Artillery & Small Arms  Combat Vehicle Armaments  Aircraft Armaments  Fire Support Systems  Tools, Training & Testing Devices  Chemical Defense Equipment Sierra Army Depot Herlong, California Sierra Army Depot Small Business Office: Phone 530-827-4836, Fax 530-827-4722 Asset Storage (incl. Vehicles, Fuel/ Water Systems, Medical Supplies) Start your WEB search at... contracting.tacom.army.mil For details on EVERY TACOM’s Scale... 13,000 Personnel $8 Bil. Budget TACOM-Warren and TARDEC (Tank-Automotive RD&E Center) Warren, Michigan  Tactical Bridges  Watercraft  Rail TACOM-Warren Small Business Office: Phone 586-574-5388, Fax 586-574-5381  Combat Vehicles  Tactical Vehicles  Trailers  Fuel & Water Distribution Systems  Construction Equipment  Material Handling Equipment new TACOM solicitation TACOM-Picatinny and ARDEC (Armaments RD&E Center) Picatinny Arsenal, NY TACOM-Picatinny Small Business Office: Phone 973-724-4106, Fax 973-724-3002  Ammunition & Fuzes  Next Generation Weapons/Munitions  Mines, Countermines & Demolitions  Less-Than-Lethal Systems 21/22

23. TACOM-Warren Small Business Office (AMSTA-CS-CB) Phone: (586) 574-5388 Joe Barr – (586) 574-8874