Procurement Center Representative: An Advocate, A Resource

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1 Procurement Center Procurement Center Representative: Representative: An Advocate, A Resource Octavia Turner U.S. Small Business Administration Procurement Center Representative [email protected]

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Procurement Center Representative: An Advocate, A Resource. Octavia Turner U.S. Small Business Administration Procurement Center Representative [email protected]. SBA Authority. Small Business Act ( Public Law 85-536, as amended): - PowerPoint PPT Presentation

Transcript of Procurement Center Representative: An Advocate, A Resource

Page 1: Procurement Center Representative:  An Advocate, A Resource

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Procurement Center Procurement Center Representative: Representative:

An Advocate, A Resource

Octavia TurnerU.S. Small Business Administration Procurement Center [email protected]

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SBA Authority

Small Business Act (Public Law 85-536, as amended):

2(a)..”it is the declared policy of the Congress that the Government should aid, counsel, assist and protect, insofar as is possible, the interest of small business concerns…”

2(b)(1)..”it is the declared policy of the Congress that the Federal Government, THROUGH the Small Business Administration…”

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What’s a Small Business?

Independently owned and operated

Not dominant in its field of operations

Place of business in the U.S.

Depending on the industry, size standard eligibility is based on: the average number of employees for the preceding 12-months

-or-average annual receipts for a three-year period.

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Structure of SBA

Office of Government Contracting & Business Development

The mission is to help enhance the effectiveness of small business programs by working with Government Contracting and Business Development program offices and others to develop policies, regulations, and statutory changes.

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Regional Offices

District Offices - 66:

8(a) BD Program Financial Assistance Business Development Exporting WOSB, VOSB, Advocacy Reps.

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Area Offices

Area II – DC, DE, MD, PA, VA, WV

GC programs include: Prime Contracting Program…PCRs Subcontracting Program…CMRs Certificate of Competency (CoC) Size Determination Program

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Procurement Center Representatives

SBA Procurement Analysts…GS 1102s…Civil Servants

Located at major acquisition activities Additional installation/agency coverage Types of PCRs

Traditional Virtual Comb - perform duties of a CMR, COC, Size

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Coordinate with contracting activities Review acquisitions and recommend set-asides Review bundling cases Review solicitations Support 8(a) business development

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What PCRs Do

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Perform market research Provide training Perform surveillance reviews Interface with others Perform outreach

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What PCRs Do

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Attend training events Promote SBA programs Mediate SB issues Monitor public notices Counsel small & ‘other than small’ businesses,

federal agencies

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What PCRs Do

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What PCRs See

Small business review form Government estimate Sole source justifications (J&A) Statement of work Acquisition plan Market research

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What PCRs See

Procurement requests Purchase history Synopses Source selection criteria A-76 information

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What PCRs See

Sensitive information Set-aside appeals Certificate of Competency request Subcontracting plans Bid abstracts

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What PCRs Protect

Procurement sensitive Proprietary information Source selection information Prices Subcontracting plans Classified drawings For Official Use Only - “FOUO”

Handling Congressional Inquiries

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What PCRs Share

General Information “In the Public Domain”

Forecasts FedBizOpps Synopses Solicitations

Encourage Freedom of Information Act Requests

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PCRs and Appeals

An appeal is a 3 step appellant process: PCR issues a Form 70, “SBA Recommendation” to

contracting officer (CO) If CO denies, writes a letter of appeal to the Head of the

Contracting Activity (HCA) If HCA denies, PCR forwards to SBA HQ SBA Administrator appeals to the Agency Secretary or

Administrator

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FAR Part 19.505

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Size Determinations

Firm must:

Meet size standard for NAICS code specified in solicitation

Self-certify size status Be small at time of

self-certification

If Questioned, Protest must be:

Specific to a buy Received in a timely

manner Forwarded to Area

Director for formal determination.

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Size Determination Specialists are located at SBA Area Offices

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Certificates of Competency

When determined to be non-responsible, a small business is entitled to an independent review by the SBA.

Written referrals must be sent to theSBA Area Office responsible for

the geographic location of the small business.

http://www.sba.gov/content/government-contracting-field-staff-directory

Capacity, Credit, Capability, Competency, Integrity, Perseverance & Tenacity,

Limitations on Subcontracting.

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Statutory Subcontracting Goals

Small Business - negotiable Small Disadvantaged Business - 5% Women-Owned Small Business - 5% HUBZone Small Business - 3% Veteran-Owned Small Business - negotiable Service-Disabled Veteran-Owned Small Business - 3%

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SubcontractingAssistance

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Determining the Need for a Subcontracting Plan

Dollar Threshold: contract or contract mod is expected to exceed

$650,000 ($1,500,000 for construction)

Subcontracting possibilities: contract appears to offer subcontracting possibilities

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SubcontractingAssistance

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Subcontracting plans are not required:

From small business concerns For personal services contracts For contracts or mods that will be performed

entirely outside of the U.S. For contracts that do not contain 52.219-8

(e.g., contracts awarded prior to PL 95-507)

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SubcontractingAssistance

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SBA’s Role in Subcontracting

Pre-Award Subcontracting Plan Reviews

SBA’s PCRs review subcontracting plans prior to contract award (advisory)

Post-Award Compliance Reviews

SBA’s CMRs monitor goal achievement after contract award

SubcontractingAssistance

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What SBA Can and Cannot Do

SBA Can: Conduct compliance reviews and SOARS (Subcontracting

Orientation and Assistance Reviews)

SBA Cannot: Prescribe the amount of subcontracting Require the prime contractor to use a particular small

business

SubcontractingAssistance

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Ultimate Goal – aid, Ultimate Goal – aid, counsel and assist small counsel and assist small

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