Transcript Document

What Can a PTAC Do For You?
Webinar Presentation for the
National Veteran-Owned Business Association
By Members of the
Association of Procurement Technical Assistance Centers (APTAC)
May 2, 2013
www.aptac-us.org/new
What Can a PTAC Do For You?
Content
• Introduction of the Procurement Technical Assistance Center program
• PTAC Assistance Available to Veteran Owned Businesses
Presenter – Larry Findeiss Tulsa, Oklahoma
• The Veterans Administration Verification Program
Presenter – Adolfo Vasquez Albuquerque, New Mexico
• The Federal Contractor Certification (FCC) Program
Presenter – Larry Findeiss Tulsa, Oklahoma
• Weblinks
• Note – This is a follow-on to “Are You Procurement Ready?” webinar
Link to this at : http://www.navoba.com/Article/webinars
and click under archive on "Are You Procurement Ready?"
www.aptac-us.org/new
What Can a PTAC Do For You?
Introduction to the Procurement Technical Assistance Program (PTAP)
• Program established by the US Department of Defense in 1985
 Cooperative Agreement Program – Competitive Grant program
 Administered by the Defense Logistics Agency (DLA)
 Intended to foster/promote competition in DoD procurement by
small businesses not otherwise active in federal markets
 Open to small businesses interested in contracting opportunities
with federal, state and local government agencies and institutions
• Association of Procurement Technical Assistance Centers (APTAC)
 Trade Association comprised of the 96 institutions/agencies
nationwide holding current PTAP Cooperative Agreements
 Membership of over 600 individual “PTAC’ers”
 Providing the boots-on-the-ground across the nation
• Stats FY11: 74,541 Clients; 13,000 contracts; $13.5 Bil Prime or Sub $
www.aptac-us.org/new
What Can a PTAC Do For You?
PTAC Assistance Available to Veterans
• Locate a state or regional PTAC Program in your home State and which
is closest to your business location
Lists by State:
DLA Website:
http://www.dla.mil/smallbusiness/pages/procurementtechnicalassist
ancecenters.aspx
APTAC Website: http://www.aptac-us.org/new/
• Contact Program Manager at the Host Organization to determine which
PTAC Counselor (aka PTAC) would best serve your particular business
 May be assigned based on proximity to your location
 Or assigned to a Veteran Business specialist
 Or assigned based on type of business
www.aptac-us.org/new
What Can a PTAC Do For You?
PTAC Assistance Available to Veterans
• Meet to determine where you are in the Federal Registration process
 DUNS Number – Free from D&B Government Customer Operations
 SAM Registration
- Determination that you are a Small Business (size standards)
- Identification as a Veteran Owned Business
- Identification as a Service Disabled Veteran Owned Business
- Correct and comprehensive list of applicable NAICS Codes
 Assignment of CAGE Code by DLIS (part of SAM Registration)
 SBA Profile Supplemental Page for Dynamic Small Business Search
 Verification through the Center for Veterans Enterprise (CVE)
- Required for Set-Aside Contracts with Veterans Administration
- Presently NOT required for other Agency contracting
www.aptac-us.org/new
What Can a PTAC Do For You?
PTAC Assistance Available to Veterans
• Establish your Business as a “Client” with the PTAC
 Complete a Profile of your business
 Sign Service Agreement with the PTAC
- Includes Agreement to report Contract Awards to the PTAC
- PTAC Services are provided a no-cost or minimal cost to Clients
• Receive an Initial DLA Counseling Session with PTAC
 Detailed briefing on the Procurement Process for the federal
agency(s) for which your product/service is best suited
 Review of where and how federal procurements are posted
 If applicable, establish a Bid Match Search service
- Powered by one of two very robust software providers
- Customized for your specific product/service and service area
 May include briefing on local and/or state procurement as well
www.aptac-us.org/new
What Can a PTAC Do For You?
PTAC Assistance Available to Veterans
• Initial Discussions will include review of various Acquisition Channels
 Micro-Purchases – credit card purchases by government buyers
 Simplified Acquisition Procedures – all going to Small Business
 Commercial Items – what you might be selling commercially
 Full and Open Solicitations vs Set-Aside Solicitations
• Where the Acquisition Notices can be found
 Federal Business Opportunities (FEDBIZOPPS) – all over $25K
 GSA Multiple Award Schedules –
- All of your competition – “click to purchase” process
- With stated (public) prices, terms and conditions
- Now also E-Buy and Blanket Purchase Order
www.aptac-us.org/new
What Can a PTAC Do For You?
PTAC Assistance Available to Veterans
• Procurement Bid Match Search Service
 Daily Email with Federal, State and Local notices of Opportunities
- Each notice is synopsized (brief description and information)
- Contains embedded hotlink to the website where notice is listed
- You determine whether each is of potential interest
 Discussion with your PTAC on details of any particular notice
- Where the procurement stands in terms of the process
Sources Sought
PreSolicitation
Solicitation
Amendments
Award Notice
- State/local procurement processes may be unique
www.aptac-us.org/new
What Can a PTAC Do For You?
PTAC Assistance Available to Veterans
• Walk through the Process of Making a Proposal (RFP) or Bid (RFQ)
 Assist you in gaining a thorough understanding of requirements
- Read and understand Scope of Work (SOW)
- Understand the applicable FAR’s or other federal regulations
- Identify factors that must be considered in your pricing
Applicability of Job Cost Accounting system requirements
Applicability of Wage and Hour regulations
Consideration of Military Packaging and Shipping rules
 Assist in gaining historical information that may be relevant
- Data-mining in FEDBIZOPPS, FPDS and USASpending.gov
- Award and payment history if there was an Incumbent
Note: Your PTAC will likely NOT want to advise you on a “Bid Price”
www.aptac-us.org/new
What Can a PTAC Do For You?
Service-Disabled Veteran Owned Small Business Contracting
• Executive Order 13360 – October 20, 2004
 Intent – to significantly increase contracting with SDVOSB
 Became Small Business Act section 15(g)
 Goal set at 3% of all federal agency contracting dollars
• Agency Contracting with SDVOSB’s (other than the VA)
 Full and Open Competition – SDVOSB Win these frequently
- Where Veteran expertise is particularly applicable
 Small Business Set-Aside – SDVOSB is a Small Business
- Part of the 23% set aside for competition by small businesses
 SDVOSB Set-Aside Competition – for Service-Disabled Owned Only
- Used by Agencies to target SDVOSB for specific contracts
- “Rule of Two” Applies – there must be competition for contract
www.aptac-us.org/new
What Can a PTAC Do For You?
Service-Disabled Veteran Owned Small Business Contracting
• Veterans First Program - Contracting with the Veterans Administration
 Created under Public Law 109-461
 Current goals set by Secretary Shinseki
- 10% goal for SDVOSB – 2011 achieved 18.3%
- 12% goal for Veteran Owned – 2011 achieved 20%
 Mandatory Certification – Verification Information Pages (VIP)
• Achieved through aggressive Set-Aside and Sole Source Actions
 For both VOSB’s and SDVOSB’s
 Opportunities at VA Medical Centers/Clinics – medical and facility
 Opportunities at VA Central Office – IT and telecommunitions
 A/E and Construction Opportunities
 National Cemetery maintenance – locations throughout US
www.aptac-us.org/new
What Can a PTAC Do For You?
Service-Disabled Veteran Owned Small Business Contracting
• Teaming Opportunities
 SDVOSB leads a team to bid on a SDVOSB Set-Aside Contract
 SDVOSB is the Prime Contractor – sole parity with the Government
 Sub-contractors brought on team to increase capacity or skills
 Can use the Experience and Past Performance of Sub’s in Bid
• Joint Venture (JV) headed by Service-Disabled Veteran
 SDVOSB and other entity must be small businesses per SBA
 JV must be a separate legal entity and CVE Must Verify the JV
 JV will be aimed at a specific solicitation and 3 in 2 rule applies
 SDVOSB must “control” the JV and earn at least 51% or profits
• Good Reference VA Document for Joint Ventures and Teaming
http://www.va.gov/oal/docs/library/ils/il06-4.pdf
www.aptac-us.org/new
What Can a PTAC Do For You?
Service-Disabled Veteran Owned Small Business Contracting
• Sub-Contracting Opportunities with PRIME Contractors
 An alternative to seeking Prime contracts
- Builds your capacity and readiness to compete for Contracts
- Become familiar with rules/regs, etc. through experience
• PRIME contractors are required to:
- Over $150k, agree in their contract that small businesses (all
categories) will have the maximum practical opportunity to
participate as subcontractors – all goals flow down
- Over $650k ($1.5 Mil Constr’n) - written subcontracting plan
- PRIMES now have a subcontracting reporting requirement
that can be tracked – new eSRS
• Sub-Contracting opportunities posted in SBA SubNet: web.sba.gov/subnet
• Find PRIME’s by watching for Solicitations/Awards that need YOU
www.aptac-us.org/new
What Can a PTAC Do For You?
Service-Disabled Veteran Owned Small Business Contracting
Additional Procurement Channels
• GSA Schedules – Products and Services purchased by Agencies
 Generally a price is set for each product or service
 Government Buyer selects Vendor – no “procurement process”
 GSA Vendors are listed with their SBA Status, e.g. SDVOSB/VOSB
 Simple and easy way for Buyers to purchase from SDVOSB/VOSB
 Long, arduous process to “get on” schedule – PTAC can help
• State/Local Veteran Business Benefits
 California - 3% of all state contracts to disabled veterans through
the Disabled Veteran Business Enterprise (DVBE) Program
 Indiana – Both set-aside program and price preference program
 Wisconsin – Disabled Veteran Owned Business Certification
 Many other states – check your state or local community
www.aptac-us.org/new
What Can a PTAC Do For You?
Veterans Administration Verification Program
• Department of Veterans Affairs special authority relating to SDVOSB’s
 Per Public Law 109-461: VA contracting with SDVOSB and VOSB
 Program termed “Veterans First Contracting Program”
 Requires Verification of SDVOSB and VOSB’s for VA Set-Asides
• Determine Business Case for Pursuing Verification – will you use it?
• Assist with eligibility, regulation and verification process compliance
 Provide assistance to veteran owned business (VOB) with the
Veteran Business Assessment tool to determine eligibility
 Provide a general overview of 38CFR74 to fully explain ownership,
control and management requirements for certification
 Provide guidance and recommendations (if required) on 38CFR74
compliance based on CVE “lessons learned” and “common errors”
 Review 5 phase verification process and timelines for certification
www.aptac-us.org/new
What Can a PTAC Do For You?
www.aptac-us.org/new
What Can a PTAC Do For You?
Veterans Administration Verification Program
• Documentation preparation and uploading
 Assist with identifying, reviewing and aligning required business
documents for uploading to the Center for Veteran Excellence
(CVE) website on www.VetBiz.gov
 Assist with the initial registration and submission of the electronic
VAO877
 Assist veteran owned business (VOB) with responding to
“requests for additional information” or “clarification” requests
from CVE during all phases of the process
 Provide guidance to VOB on site review process requirements
when selected
 Assist VOB in completing their 2 year recertification process
www.aptac-us.org/new
What Can a PTAC Do For You?
Veterans Administration Verification Program
• Marketing the CVE Certification
 Provide guidance with marketing of the CVE VOSB / SDVOSB
certification to VA and other agencies
 Assist and advise VOB on teaming and joint venture opportunities
and options to maximize their CVE certification to include
subcontracting and FAR set aside compliance
 Provide guidance and assistance with utilizing federal solicitation
websites for maximizing “veterans first” preference
 Provide updates and current status of CVE process to PTAC VIP
clients
www.aptac-us.org/new
What Can a PTAC Do For You?
What is the Federal Contracting Certification (FCC) Program?
• Established as a joint initiative by the VA and APTAC in 2008
 VA provides ability to link to DAU Online training courses
 APTAC provides Outreach and local counseling/testing
• The program provides training in Federal contracting at four levels
• Levels
 Level 1 - Basic Contacting Skills
 Level 2 - Teaming, Joint Ventures and Legal Issues
 Level 3 - Special Certifications and Large Contract Ventures
 Level 4 - Industry Specific Subjects
(Construction, Manufacturing, IT and Services)
www.aptac-us.org/new
What Can a PTAC Do For You?
Why Do I Want FCC Certification?
• Better equipped for success.
 understand Federal contracting
 respond competently to solicitations
 perform successfully once they have won
• Visibility on contracts.
 limited to Veteran business owners
 meet goals and objectives in accordance with PL 109-650
www.aptac-us.org/new
What Can a PTAC Do For You?
Where are we in the FCC Program Development?
•
•
•
•
Level 1 program is currently available.
Level 2 program is currently available.
Level 3 program is currently available.
Level 4 program is currently available.*
* the Construction component of Level 4 is still under development
www.aptac-us.org/new
What Can a PTAC Do For You?
What You Do to Pursue FCC Certification?
• Contact your closest Procurement Technical Assistance Center (PTAC)
and register with a counselor. This program is aimed at established
businesses who wish to participate in Federal contracting and have
completed prerequisites such as Federal database registrations and
other topics as determined by the counselor.
• Once registered with a counselor, the PTAC offers an introductory
workshop on how to complete FCC training.
• The Veteran business owner will take the course modules at their own
pace and present the completion certificates to their counselor.
• When all topics in the level have been completed, the Veteran business
owner will be eligible to take the comprehensive level exam at the
PTAC.
• Owners passing the exam will be presented with a lapel pin, logo and
certificate to advertise this capability.
www.aptac-us.org/new
What Can a PTAC Do For You?
WebLinks
Find your PTAC
APTAC: http://www.aptac-us.org/new/Govt_Contracting/find.php
DLA: http://www.dla.mil/smallbusiness/pages/procurementtechnicalassistancecenters.aspx
Registration
DUNS Number Online Request Form: http://fedgov.dnb.com/webform
System for Awards Management (SAM): https://www.sam.gov/portal/public/SAM/
SBA Dynamic Small Business Search (DSBS): http://dsbs.sba.gov/dsbs/search/dsp_dsbs.cfm
Center for Veterans Enterprise (CVE): http://www.vetbiz.gov/
Looking for Solicitations
Federal Business Opportunities FBO): https://www.fbo.gov/
GSA Website: http://www.gsa.gov/portal/category/100000
Other Links
VA Veteran Entrepreneur Portal: http://www.va.gov/osdbu/veteran/vep.asp
VA Office of Small and Disadvantaged Business Utilization (OSDBU): http://www.va.gov/osdbu/
SBA: http://www.sba.gov/content/service-disabled-veteran-owned-small-business-concerns-sdvosbc
FCC: https://netforum.avectra.com/eWeb/DynamicPage.aspx?Site=APTAC&WebCode=FCCpage
Federal Procurement Data System (FPDS): https://www.fpds.gov/fpdsng_cms/
USA Spending.gov: http://www.usaspending.gov/
www.aptac-us.org/new
What Can a PTAC Do For You?
Questions
• Questions
• Presenter/Contributor Contact Information
Larry Findeiss (CDR USNR Ret) – [email protected] 918 828 5435
Adolfo Vasquez (LTC USA Ret) – [email protected]
505 867 5066
Robert Warren (COL USAF Ret) - [email protected]
713 752 8470
• Late News – Veteran Business Conference for 2013
 August 6 – 9 in St. Louis, Missouri
 Outstanding Opportunity for experienced and new businesses
 Watch for details from VA OSDBU at http://www.va.gov/osdbu/
www.aptac-us.org/new
A-E Services: Hazardous Waste and CERCLA Cleanup
Solicitation Number: AG-43ZP-S-13-0006
Agency: Department of Agriculture
Office: Forest Service
Location: R-8 Southern Region
What Can a PTAC Do For You?
Notice Type:
Posted Date:
Response Date:
Archiving Policy:
Archive Date:
Original Set Aside:
Set Aside:
Classification Code:
NAICS Code:
Presolicitation
May 2, 2013
Jun 28, 2013 2:00 pm Eastern
Automatic, 15 days after response date
July 13, 2013
N/A
Service-Disabled Veteran-Owned Small Business
C -- Architect and engineering services
541 -- Professional, Scientific, and Technical Services/541330 -- Engineering Services
Solicitation Number: AG-43ZP-S-13-0006
Notice Type:
Presolicitation
Synopsis:
Added: May 02, 2013 7:29 am
The USDA-Forest Service Southern Regional Office has an ongoing need for Architect-Engineer (A-E) services including environmental engineering
services. These services may include but are not limited to planning and documentation, compliance, advisory assistance, and waste management
consulting. The Regional Office services and supports the National Forests and Research Stations across the Southern Region. The Southern Region
consists of the following states: Alabama, Arkansas, Florida, Georgia, Kentucky, Louisiana, Mississippi, North Carolina, Oklahoma, South Carolina,
Tennessee, Texas, and Virginia, as well as Puerto Rico and the US Virgin Islands.
The forthcoming Request for Qualifications (RFQ) shall result in the award of one Firm Fixed Price (FFP) Indefinite Delivery Indefinite Quantity
(IDIQ) type contract for Architect and Engineering Services (A-E). All information needed is to be submitted on Standard Form (SF) SF-330. This
procurement is a set-aside for Service Disabled Veteran Owned Small Businesses. The selected NAICS code for services to be performed under this
expected contract is 541330. The size standard associated with this NAICS code is $14.0 million.
The government expects to award a single Indefinite Delivery/Indefinite Quantity contract for a Base Year with four Option Year periods. The
contract may be used by any Forest Service warranted procurement official within the United States. The majority of work, however, will occur
within the boundaries of the Southern Region. Individual units may utilize the contracts to issue task orders in accordance with the awarded
contract. The full solicitation will be posted on or about May 28, 2013. All offers must be submitted in original plus 3 copies, fax and emails will not
be accepted.
Contracting Office Address:
1720 Peachtree Rd. NW Suite 876 South
Regional Office
Atlanta, Georgia 30309
Primary Point of Contact.:
Secondary Point of Contact:
CHRISTOPHER J. FORD,
D Denise Finney,
Contracting Officer
Contracting Officer
[email protected]
[email protected]
Phone: 404 347 1635
Phone: 404 347 7245
Fax: 404-347-4866
www.aptac-us.org/new