1. Alliance Mid-Atlantic1 Doing Business with the Government Presented by: Sherry Rose NJ Institute of Technology, PTAC & M. Clyde Stoltzfus SE PA PTAC University of Pennsylvania March 10, 2011

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 Contracting Codes North American Industrial Classification System (NAICS) www.census.gov/epcd/www/naics.htmlwww.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.

7. Alliance Mid-Atlantic7 Contracting Codes o used to identify companies for financial transactions and required by the federal government for Central Contractor Registration Data Universal Numbering System (DUNS) Number call 1-866-705-5711 or register online at: http://fedgov.dnb.com/webform/displayHomeP age.do

8. Alliance Mid-Atlantic8 Contracting Codes o requires DUNS number to register o companies must register in order to be considered for any future solicitations, awards or payment CAGE code o Dynamic Small Business Search o ORCA Centralized Contractor Registration (CCR) www.ccr.gov www.ccr.gov

9. Alliance Mid-Atlantic9 Dynamic Small Business database 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

10. Alliance Mid-Atlantic10 SBA Certified Programs o SBA 8(a) program o HUBZones

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. Alliance Mid-Atlantic14 Other Programs & Certifications o self certification programs Women-Owned businesses http://www.sba.gov/content/women-owned-small- business-federal-contract-program http://www.sba.gov/content/women-owned-small- business-federal-contract-program Service Disabled Veterans (Veterans) www.vip.vetbiz.gov www.vip.vetbiz.gov o certification with the Commonwealth of Pennsylvania www.dgs.state.pa.us www.dgs.state.pa.us o certification with the State of New Jersey www.state.nj.us/commerce/smallbiz www.state.nj.us/treasury/purchase

15. 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 CCR/ORCA o Self-certify or certified Alliance Mid-Atlantic15

16. Alliance Mid-Atlantic16 Some ways Government contracting differs o public accountability for public funds o socio-economic considerations o the right to protest o Debrief o rules

17. Alliance Mid-Atlantic17 Rules o Federal Acquisition Regulations – FAR http://farsite.hill.af.mil/vffar1.htm http://farsite.hill.af.mil/vffar1.htm o Department/Agency Regulations/Supplements - e.g., DFAR o Command Policies/Regulations

18. Alliance Mid-Atlantic18 Golden Rule of Government Marketing “ When you are dancing with the bear, you don’t get to lead!!”

19. Alliance Mid-Atlantic19 Procurement Marketing Strategy Include: o conduct market research o define target market o develop contact list o identify & understand the customer o accumulate procurement history o learn the bidding process o know your competition o make capabilities known/follow-up o learn from more experienced IT’S ALL ABOUT RELATIONSHIPS!!!

20. Alliance Mid-Atlantic20 Market Research http://acquisition.gov/comp/procurement_forecast s/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.usaspending.gov o searchable database for procurement history

21. Alliance Mid-Atlantic21 Procurement Personnel o Small Business Specialists (formerly SADBUS)- Employed by government to promote business with agency o Small Business Liaison Officer-Employed by prime contractors to promote business opportunity o SBA’s Procurement Center Representatives www.sba.gov/GC/pcr.html www.sba.gov/GC/pcr.html o PTAPs www.dla.mil/db/procurem.htmwww.dla.mil/db/procurem.htm

22. Alliance Mid-Atlantic22 Introduction to Radio Frequency Identification (RFID) RFID has been mandated by the Department of Defense for most vendors and is increasingly a requirement for many large retail businesses.

23. Alliance Mid-Atlantic23 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

24. Alliance Mid-Atlantic24 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

25. Alliance Mid-Atlantic25 Finding Opportunities o DLA Internet Bid Board System https://www.dibbs.bsm.dla.mil/ internet site for all DLA Centers register to utilize search capabilities

26. Alliance Mid-Atlantic26 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

27. Alliance Mid-Atlantic27 Government Purchase Card o any governmental employee can have o volume of transactions growing - $15 b o average $2,500 buys but some with higher limits (overseas up to $25,000)

28. Alliance Mid-Atlantic28 State/Local Governments o centralized/decentralized purchasing o primary state procurements done thru state contracting agency o http://www.dgs.state.pa.us/costars/site/default.asp?dg sNav= http://www.dgs.state.pa.us/costars/site/default.asp?dg sNav o www.njscc.com/contactus/customerservice.asp www.njscc.com/contactus/customerservice.asp

29. Alliance Mid-Atlantic29 Information Sites o Overview of selling to the federal government www.sellingtothegovernment.net and www.sba.gov/GC www.sellingtothegovernment.net www.sba.gov/GC o Selling to the Military http://www.acq.osd.mil/sadbu/doing_business/index. htm http://www.acq.osd.mil/sadbu/doing_business/index. htm o Wide Area Work Flow www.wawftraining.com www.wawftraining.com o Radio Frequency Identification www.dodrfid.org www.dodrfid.org

30. Alliance Mid-Atlantic30 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