TRIAD - dtic.mil · 2 LEADERSHIP Ms. Suzanne Raheb TRIAD Co-chair Ms. Diane Dempsey TRIAD Co-chair...

TRIAD

January 30, 2018

Gaylord Opryland Resort & Convention Center

Nashville, TN

NDIA.org/TRIADJanuary

2

LEADERSHIP Ms. Suzanne Raheb

TRIAD Co-chair

Ms. Diane DempseyTRIAD Co-chair

TRIAD

WHO WE AREThe National Defense Industrial Association is hosting the TRI-Association Small Business Advisory Panel (TRIAD) Conference. The

TRIAD was formed in 1967 to coordinate the efforts of small business subcontracting representatives. It was formed to serve the

best interests of the industry associations and their member companies, affected government agencies, and the small business

community.

WHO WE AREThe National Defense Industrial Association is the trusted leader in

defense and national security associations. As a 501(c)(3) corporate

and individual membership association, NDIA engages thoughtful and

innovative leaders to exchange ideas, information, and capabilities that

lead to the development of the best policies, practices, products, and

technologies to ensure the safety and security of our nation. NDIA’s

membership embodies the full spectrum of corporate, government,

academic, and individual stakeholders who form a vigorous, responsive,

and collaborative community in support of defense and national security.

For more information, visit NDIA.org

TABLE OF CONTENTSWHO WE ARE 2

EVENT INFORMATION 3

AGENDA 4

BIOGRAPHIES 7

NOTES 19

THANK YOU 20

3

EVENT INFORMATIONLOCATION Gaylord Opryland Resort &

Convention Center2800 Opryland DriveNashville, TN 37214

EVENT WEBSITE

EVENT CONTACT

NDIA.org/TRIADJanuary

Renata CasielMeeting Planner(703) [email protected]

ATTIRE

SURVEY AND PARTICIPANT LIST

Appropriate dress for this conference is business casual.

We value your input and ask that you complete the 2018 TRIAD Conference Survey,

following the conference. Included in the survey email, you will have access to the

participant list and approved proceedings.

4

AGENDATUESDAY, JANUARY 30

7:00 am – 5:00 pm REGISTRATIONPRESIDENTIAL LOBBY

7:00 – 8:00 am NETWORKING CONTINENTAL BREAKFASTPRESIDENTIAL E

8:00 – 8:30 am WELCOME/INTRODUCTIONS/PLEDGE OF ALLEGIANCE PRESIDENTIAL C

Ms. Suzanne Raheb

TRIAD Co-Chair, Corporate Supplier Diversity Leader, Lockheed Martin Corporation

Ms. Diane DempseyTRIAD Co-Chair, Director, Small Business Programs, BAE Systems, Intelligence & Security Sector

8:30 – 8:40 am NATIONAL 8(A) CONFERENCE WELCOMEPRESIDENTIAL C

Mr. Ron PerryPresident, National 8(a) Association

8:40 – 10:00 am ARMY PROGRAM MANAGEMENT PANELPRESIDENTIAL C

Moderator: Ms. Pamela MonroeAssistant to the Director, U.S. Army Small Business Office, Subcontracting & HBCU/MI Program Manager

Ms. LaTischa CastroAdvisor to the Commander, U.S. Army INSCOM

Mr. Roy RossignolChief, Small Business, U.S. Army Corps of Engineers - Nashville District

Mr. Anton WallaceChief, Acquisition Management, Department of the Army, Office of the Deputy Chief of Staff, G-3/5/7

Mr. Dwight WatkinsDirector, Resource Management, HQDA, ODCS, G-3/5/7

Mr. Adam SunstromChief, Energy Support Branch, Huntsville Engineering & Support Center, Directorate of Contracting, U.S. Army Corps of Engineers

10:00 – 10:15 am NETWORKING BREAKPRESIDENTIAL E

5

10:15 – 11:00 am SBA UPDATEPRESIDENTIAL C

Mr. Robb WongAssociate Administrator, Office of Government Contracting and Business Development, SBA

11:00 am – 12:20 pm MENTOR PROTÉGÉ PROGRAM CUSTOMER PANEL: THE GOOD, THE BAD AND THE UGLYPRESIDENTIAL C

Moderator: Ms. Donna ClardySupplier Diversity / Small Business Outreach, Lockheed Martin Space

Ms. Lynn GarrisonSBIR/STTR Technology Infusion Manager, Small Business Technical Advisor, Marshall Space Flight Center, NASA

Ms. Emily HarmanDirector, Office of Small Business Programs, Department of the Navy

Mr. Tommy MarksDirector, Small Business Programs, Office of the Secretary of the Army

Mr. David SikoraActing DoD SBIR/STTR Program Administrator, Small Business Programs, U.S. Air Force

Mr. Lee RosenbergDirector, Small Business Programs, Missile Defense Agency

12:20 – 1:30 pm NETWORKING LUNCHPRESIDENTIAL E

1:30 – 2:00 pm DCMA UPDATEPRESIDENTIAL C

Ms. Tatia Evelyn-BellamyDirector, Small Business Office, DCMA

2:00 – 3:00 pm DCMA PANEL: DAY IN THE LIFE OF A DCMA SMALL BUSINESS REPRESENTATIVEPRESIDENTIAL C

Moderator: Ms. Diane DempseyTRIAD Co-Chair, Director, Small Business Programs, BAE Systems, Intelligence & Security Sector

Ms. Rosalyn WigginsSenior Procurement Analyst – DCMA HQ Small Business Office, DCMA

Mr. Thomas AylwardAssistant Director, East Group, Small Business Compliance Center, DCMA

Ms. Michelle NolenAssistant Director, West Group, Small Business Compliance Center, DCMA

Ms. Shelly ThomasAssistant Director, Specialized Support Group (MPP and CSP Teams), DCMA

6

3:00 – 3:30 pm DOD UPDATESPRESIDENTIAL C

Ms. Janice BufflerAssociate Director, DOD Office of Small Business Programs

3:30 – 3:45 pm NETWORKING BREAK PRESIDENTIAL E

3:45 – 4:50 pm SMALL BUSINESS RESOURCES WORLD CAFEPRESIDENTIAL C

Ms. Carol WoodenDirector, Supplier Diversity, Raytheon Company

Ms. Camille GeigerSupplier Diversity Division Leader, The Boeing Company

Ms. Thosie VargaSupplier Diversity Manager, L3 Technologies

4:50 – 5:00 pm CLOSING ANNOUNCEMENTS PRESIDENTIAL C

Ms. Suzanne RahebTRIAD Co-Chair, Corporate Supplier Diversity Leader, Lockheed Martin Corporation

5:00 pm ADJOURN

7

BIOGRAPHIES

Ms. Buffler has

over twenty-five

years’ experience

in Small Business Programs within the

Federal government. Presently, she is

working with the DoD Office of Small

Business Programs, where she has

been since 2006. She is responsible for

DoD’s subcontracting program, including

the reporting of the Department’s

subcontracting achievements to

the Small Business Administration;

developing and implementing policies to

strengthen DoD’s compliance oversight;

and developing guidance and processes

to assist contracting officials and small

business professionals.

She also oversees the DoD

Comprehensive Subcontracting Plan

(CSP) Test Program and its management

by the DCMA CSP Division. In addition,

she oversees the DoD Regional Councils

located across the United States, which

provide a forum for small business

and acquisition professionals to learn

about statutes, policies, trends and

technologies affecting Federal Small

Business Programs.

Prior to joining the OSBP, Ms. Buffler

was director of the Small Business

Program for the Pentagon Renovation

Program (PenRen), responsible for

establishing the PenRen Small Business

Office and developing its Small Business

Program. As the Small Business

Program Director, she established a

subcontracting program, which included

the development and implementation

of a data collection system to evaluate

and assess prime contractor and

subcontractor performance on PenRen

contracts for award-fee purposes. Prior

to PenRen Ms. Buffler was a Contracts

Manager with DMJM/HTB under a

construction management support

contract for the Department of Labor’s

Job Corps Centers.

JANICE BUFFLERAssociate DirectorDoD Office of Small Business Programs

THOMAS AYLWARDAssistant Director, East Group, Small Business Compliance CenterDCMA

Mr. Aylward joined the Department of

Defense in April, 2012 as a Procurement

Analyst with the CPSR group, located

at DCMA Boston. In March 2015 Tom

assumed the position as Assistant

Director, Small Business Compliance,

East Team.

Prior to government service, Mr.

Aylward spent 30 years in industry. In

22 years at DuPont, he held positions

as a Senior Financial Consultant and

Strategic Planning Manager in addition

to assignments in marketing and sales

management. Tom co-chaired a task

force on incentive compensation which

resulted in an industry first incentive

program which has since become an

industry staple.

As part of the leadership team, he was

involved in developing the culture at

DuPont/Merck, a new joint venture.

Efforts included transition to team

oriented leadership involving customized

training for supervisors. He was

responsible for a $300 million business

unit and was instrumental in organizing

the unit’s first managed care group.

Advancing his career at Roche as a

business unit director, he managed a

rapid expansion of field personnel with

attendant training needs across the

eastern United States. During his tenure

Tom’s business unit expanded from 60

to 150 people with full profit and loss

responsibilities.

Mr. Aylward earned an MBA from Hofstra

University in New York and a Bachelor’s

degree in Business Administration from

Merrimack College in North Andover,

Massachusetts.

In addition, Mr. Aylward has taught as an

Adjunct Professor at Suffolk University’s

Sawyer School of Management

since 2001, specializing in Strategy

Management.

8

Ms. Clardy is a

Supplier Diversity

Professional and

Mentor Protégé Program Manager/

Subject Matter Expert for Lockheed

Martin. In 2014, Ms. Clardy won the

Department of Defense (DoD) Nunn Perry

Award for her outstanding leadership

of a Missile Defense Agency Mentor

Protégé Program. Her responsibilities

as a Supplier Diversity Professional

include developing relationships with

small businesses, identifying outstanding

suppliers for proposal efforts and

immediate program needs and working

closely with Lockheed Martin’s Small

Business Innovation Research team

to identify and develop technically

innovative small businesses. In addition,

Ms. Clardy is an Officer for the Missile

Defense Agency Small Business Advisory

Council and a Member of the NASA

Small Business Advisory Council.

Ms. Clardy has more than 25 years of

experience in the Department of Defense

and Legal arenas. She has held key

positions throughout her career, including

Personnel Management, Program

Management, Program Integration and

Paralegal.

Ms. Clardy holds a Bachelor of

Science Degree from Athens State

University and a Master’s Degree in

Organizational Development from

Florida Institute of Technology. She is

an active member of several internal

and external organizations, including

the African American Council for

Excellence, Women’s Impact Network,

Allies for Inclusion, People Respecting

Individuality, Diversity and Equality

(PRIDE), Women in Defense and the U.S.

Women’s Chamber of Commerce.

DONNA CLARDYSupplier Diversity Small Business OutreachLockheed Martin Space Systems Company

In her current role,

Ms. Castro serves

as the advisor to

the Commander, U.S. Army INSCOM

on small business matters to include,

Command small business program

achievements towards assigned socio-

economic program objectives and

provides recommendations for corrective

actions to improve acquisition program

operations. Ms. Castro ensures small

businesses are provided opportunities

to participate in INSCOM acquisitions

and utilizes outreach opportunities to

educate the small business community

on procedures to pursue INSCOM and

Army business opportunities. She works

to ensure all small businesses are given

fair consideration in contract award

processes.

Ms. Castro has over 15 years of

acquisition experience and has worked

for both Industry and the Department of

Defense. She has served as a Contract

Specialist, a Contracting Officer with

unlimited warrant authority, and a

Contract Operations Division Chief. She

has a Master of Business Administration

(MBA) and is a member of the Army

Acquisition Corp.

LATISCHA CASTROAssociate Director Office of Small Business ProgramsIntelligence and Security Command (INSCOM)

9

Ms. Dempsey

has enjoyed an

extensive career in

the field of procurement, subcontracts

and supplier diversity. Currently she is

the Director, Small Business Programs

for BAE Systems, Intelligence & Security

Sector. Ms Dempsey has also been a

small business advocate for several

prime contractors in the DC Metropolitan

area. She serves on multiple boards

and committee as well as having received

many awards for her advocacy in the

small business community.

She received her B.S. from Mary

Washington College, Certificate in

Contracts & Procurements, University

of Virginia, and Master’s Certificate

in Procurement & Supply Chain

Management, MS and MBA from the

University of Maryland. She is also

an ASDP Certified Supplier Diversity

Professional.

DIANE DEMPSEYTRIAD Co-Chair, Director, Small Business ProgramsBAE Systems, Intelligence & Security Sector

Ms. Evelyn-Bellamy

currently serves

as the Director

of the Defense Contract Management

Agency Small Business Office and the

Small Business Compliance Center.

She is also DCMA’s Small Business

Ombudsman, advocating the concerns

of small businesses. Ms. Evelyn-

Bellamy is responsible for ensuring

DCMA’s small business objectives are

included in the agencies strategic plan,

the return on investment is adequately

portrayed, monitoring and advising

on small business achievements, and

the development and execution of

small business policy. She oversees

surveillance and compliance of prime

contractor subcontracting programs

and performance conducted by

DCMA’s Small Business Professionals,

administration and management of both

the Mentor Protégé Pilot Program and

the Comprehensive Subcontracting

Plan Test Program for the Department

of Defense, Office of Small Business

Programs; and providing support

to Defense Agencies in the review,

evaluation, and approval of various types

of subcontracting plans.

Ms. Evelyn-Bellamy has a wealth of

acquisition experience in both pre-award

and post-award functions within the

Department of Defense and the Federal

government over 25 years. She has

held a variety of positions to include

Supervisory Procurement Analyst and

Contract Specialist; Deputy Director;

Contracting Officer; Senior Action Officer;

Team Leader; and Grants Officer. Her

previous assignments include serving as

the DCMA DAR Council Representative,

Fort Lee, VA; Deputy Director of the

Procurement Management Division,

USDA Rural Development, Washington

D.C.; Senior Staff Officer, Deputy

Assistant Secretary, Acquisition – SAF/

AQC, Pentagon; Branch Chief, Math &

Science Division of the Air Force Office

of Scientific Research, Ballston, VA; and

Lead Contracting Negotiator, Hanscom

AFB, MA.

Ms. Evelyn-Bellamy is a member of

the Acquisition Corps, DAWIA Level III

Certified in Contracting and Program

Management, and has a Federal

Acquisition Certification in Contracting

(FAC-C) Level III.

TATIA EVELYN-BELLAMYDirector DCMA Small Business Office

10

Ms. Geiger is The

Boeing Company

Enterprise Supplier

Diversity Leader responsible for the

overall deployment and success of the

company supplier diversity strategies and

initiative. In addition, Camille is the senior

manager of Global Supplier Diversity

for Boeing Defense, Space & Security

(BDS). In this role within BDS’ Supplier

Management function, she works with

Boeing programs and functions to ensure

fulfillment of all contractual obligations

through an integrated strategic

framework of subcontracting with small

and diverse businesses. This effort

includes responsibility for small business

reporting and regulatory compliance to

multiple federal government agencies, as

well as the development of initiatives to

expand innovative research partnerships

in support of Boeing’s business

objectives. Geiger also serves as the

Small Business Liaison Officer for The

Boeing Company. As such, Geiger

is responsible for maintaining and

improving company relationships with the

federal government on matters related

to small business subcontracting and

supplier diversity.

In addition, Geiger leads the integration

and strategic alignment of Boeing small

business geopolitical initiatives with

government and other key stakeholders

and industry affiliates. She is responsible

for maintaining and improving company

relationships with organizations such as

the Department of Defense, NASA, the

Defense Contract Management Agency,

the Small Business Administration,

and the Department of Veterans

Affairs. Geiger also is responsible for

developing strategies and integration

plans to enhance Boeing’s relationship

with Historically Black Colleges and

Universities/Minority Serving Institutions

and industry affiliates, specifically

focusing on innovative research

partnerships that are key to achieving

Boeing’s strategic business objectives.

Among her previous roles with Boeing,

she has served as a senior manager of

Customer and Market Engagement for

Network and Space Systems (N&SS)

and as senior manager of Small/Diverse

Business and BDS Strategic Alliances

for N&SS. In addition, she led marketing,

research and communications for the

Commercial Financial Services division of

Boeing Capital Corp.

Geiger – the recipient of such honors as

the Women of Color’s 2007 Technology

All Star Award and one of the National

Association of Women Business Owner’s

Honorary Remarkable Women of the Year

in 2000 – also has served as president

and chairman of the board for the Boeing

Leadership Association.

She has an MBA from the University of

Southern California and a bachelor’s

in management-marketing from the

University of Redlands.

CAMILLE GEIGERExpertise Supplier Diversity LeaderBoeing Company

Ms. Garrison serves

as the Marshall

Space Flight Center

Small Business Technical Advisor in

support of the Small Business Office.

Mrs. Garrison is also a Marshall Space

Flight Center Technology Transition

Lead for the Small Business Innovation

Research (SBIR)/Small Business

Technology Transfer (STTR) programs,

which help the agency, meet federal

research and development needs and

increase private-sector commercialization

of innovations derived from federal R&D.

LYNN GARRISONMarshall Space Flight Center Small Business Technical AdvisorNASA

11

Ms. Harman is the

Director, Office of

Small Business

Programs (OSBP) for the Department of

the Navy (DON) serving as chief advisor to

the Secretary on all small business matters.

She is responsible for small business

acquisition policy and strategic initiatives.

Ms. Harman joined the Secretary of

the Navy staff as member of the Senior

Executive Service in August 2015 and

has over 30 years of federal service.

Prior to receiving this appointment, she

served as associate director of the Naval

Air Systems Command’s (NAVAIR) OSBP

from November 2005 to August 2015.

Ms. Harman’s previous experience

includes serving as a division director

in the Major Weapons System for Air-

Antisubmarine Warfare, Assault, Special

Mission Programs Contracts Department

and as the Multi-Mission Helicopters

Program Office’s (PMA-299) contracting

officer. Ms. Harman has NAVAIR

experience as a services contracting

officer, as well as contracting officer for

the AV-8B Weapon Systems Program

Office (PMA-257).

Prior to joining NAVAIR in 1997, Ms.

Harman served as a contracting

officer for the Naval Supply Systems

Command’s (NAVSUP) Fleet and

Industrial Supply Center (FISC), Norfolk

Detachment Washington. Ms. Harman

served as a supply corps officer in

the Navy from 1985- 1992 and retired

from the Naval Reserves. She served

onboard the USS Emory S. Land (AS-39)

and earned the Supply Corps Surface

Warfare pin. Her other duty stations

include: Supreme Allied Command

Atlantic, Commander in Chief U. S.

Atlantic Fleet, United States Naval

Academy, and FISC Norfolk Detachment

Washington.

Ms. Harman is a member of the DoD

Acquisition Professional Community

and is Level III certified in Contracting.

A Certified Professional Contracts

Manager through the National Contract

Management Association, she holds a

Bachelor of Science degree in Physical

Science from the United States Naval

Academy, and a Master’s degree in

Management/Acquisition and Contract

Management from the Florida Institute of

Technology.

Ms. Harman is a graduate of NAVSUP’s

Corporate Management Development

Program, NAVAIR’s Senior Executive

Leadership Development Program, the

Federal Executive Institute, and the

DON’s Executive Leadership Program.

Ms. Harman has a number or personal

and command decorations including the

DON’s Superior Civilian Service Medal,

DON’s Meritorious Civilian Service Medal,

DON’s FY2010 Acquisition Excellence

Award, and the 2015 Public Servant

Award from the St. Mary’s County

Chamber of Commerce. Ms. Harman

is a member of Leadership Southern

Maryland’s Class of 2010.

Mr. Marks was

appointed the

Director for Army

Small Business Programs on April 19,

2015 and currently serves as the Army’s

lead for small business policy, goals and

procedures. Mr. Marks represents the

Secretary of the Army at congressional

Committees and Subcommittee hearings

on small business, HBCUs/MI, and

other small business matters. Serves

as the focal point in responding to

industrial, Congressional, and individual

inquiries on small business, HBCUs/MI,

economic utilization and other business

matters. Represents the Army in inter-

agency communication with the Small

Business Administration, the Office

of Federal Procurement Policy, the

Minority Business Development Agency

(Department of Commerce), other

agencies and Presidential commissions.

He previously served as the Executive

Director for Acquisition Services, HQ,

Department of the Army Asst. Sec. of

the Army for Acquisition, Logistics and

Technology, Deputy Assistant Secretary

of the Army for Procurement Nov 2012-

Apr 2015 and during the Iraq/Afghanistan

Wars on Terror Jan 2011- Nov 2012

Executive Director for the Logistics

Civil Augmentation Program (LOGCAP)

in the Army Material Command. Mr.

Marks completed 24 years of active

duty service retiring 1 Oct 2001 with

the rank of Lieutenant Colonel. He

holds a Bachelor of Science in Health

and Physical Education from McNeese

State University, Masters Degrees in

Acquisition Management from Florida

Institute of Technology and in National

Security and Strategic Studies from the

U.S. Naval War College.

EMILY HARMAN Director, Office of Small Business Programs Department of the Navy

TOMMY MARKSDirector

U.S. Army Office of Small Business Programs

12

Ms. Monroe

assumed her duties

at the Office of the

Secretary of the Army, Office of Small

Business Programs (OSBP), November

2013. She is responsible for the Army’s

Subcontracting Program, oversight of the

Army’s acquisition strategies, bundling/

consolidation reviews and serves on

the Strategic Sourcing Committee. She

previously was the Mentor-Protégé and

Historically Black Colleges/Minority

Institutions program manager. Prior

to joining Department of Army (DA)

OSBP, she was the Assistant Director

for the Army Contracting Command

National Capital Region (ACC-NCR)

OSBP from June 2003 to July 2013.

As the Assistant Director, she was the

principal business advisor to the ACC-

NCR Executive Director; Headquarters

DA OSBP; Headquarters ACC-OSBP

and the Small Business Administration

on small business matters. She

successfully managed the small business

program by writing and implementing

agency Standard Operating Procedures

for approximately 300 contracting

personnel. During her leadership, ACC-

NCR won several awards for exceeding

the 3% Service-Disabled Veteran Owned

Small Business goal. Ms. Monroe is the

first Department of Defense (DOD) and

first DA recipient of the “DOD OSBP

Golden Talon Award” in recognition of

the dedication and efforts made toward

significantly increasing contracting

opportunities for SDVOSB’s.

Ms. Monroe’s career began as a

contracting intern at Tinker Air Force

Base, Oklahoma from 1984-1994. She

worked as a contract administrator,

cost /pricing analyst and a warranted

contracting officer. In 1994, she was

selected to enter the Advanced Copper

Cap Contracting Intern Program at

Andrews Air Force Base (AFB), MD

and completed the program at Bolling

AFB, Washington, DC as a contract

specialist and part-time small business

specialist. From August 2000 to

June 2003, Ms. Monroe was the

Associate Director for the Military Traffic

Management Command’s OSBP. She

significantly increased opportunities for

small business trucking companies by

successfully negotiating subcontracting

plans with large freight and trucking

businesses.

Ms. Monroe has a Bachelor of Science

and Masters Degree; Level III certified in

Contracts Acquisition and a member of

the Army Acquisition Corps.

PAMELA MONROEAssistant to the Director Subcontracting Program ManagerSubcontracting & HBCU/MI Program Manager

Ms. Nolen is the

Assistant Director

at Defense Contract

Management Administration (DCMA)

small business center and responsible

for the oversight of the small business

Subcontracting Compliance Program

and the surveillance of the Procurement

Technical Assistance Centers

Previously she was the Associate

Director for the Small Business Program

at Strategic Systems Programs (SSP)

with the oversight of the commands

small business program.

As the Deputy for small business

programs at Space and Naval Warfare

Systems Commands she managed

Mentor Protégé Program and oversight

of the NMCI (Navy Marine Corps Intranet

Contract) subcontracting program and

oversight of SSC Pacific’s Small Business

Program.

As the contracting officer at Naval

Facilities Engineering Command

(NAVFAC) she was an integral member

of the acquisitions team in support of

the base realignment closure program

(BRAC) at MCAS Miramar.

She is DAWIA Level III certified and has

a BA in Business Management with a

Masters in Management Organization

and a veteran of the United States Navy.

MICHELLE NOLENAssistant Director, West Group, Small Business Compliance CenterDCMA

13

Mr. Perry is

President of the

National 8(a)

Association and of Teya Services,

LLC. – an 8(a) Certified Alaska Native

Corporation. He is an Alaska Native and

a nationally recognized expert in 8(a) and

minority contracting including: Mentor

Protégé, JV, teaming, equity buyouts,

and national trends.

With 25 years of federal experience Mr.

Perry has experience navigating the

ever-continuing changes in Government

contracting to include HUBZone, Service

Disabled Vet, and Woman Owned. Mr.

Perry is also a speaker for American

Express OPEN and their small business

series of nationwide events.

In his role as president and founder of the

National 8(a) Association Mr. Perry has

been instrumental in building bridges and

helping to introduce thousands of small,

medium and large businesses to each

other. Examples of the organizations

brought together by the National 8(a)

Association; AGC (Associated General

contractors), US Black Chamber, Native

Hawaiian Organization, US Hispanic

Chamber, Society of Military Engineers

(SAME) and WIPP.

RON PERRYPresident National 8(a) Association

Suzanne identifies

strategic initiatives

to help Lockheed

Martin achieve its supplier diversity

goals and objectives to maximize

the corporation’s utilization of small

businesses through subcontracting and

partnering initiatives. Ms. Raheb is also

responsible for the operations of the

Supplier Diversity function, compliance

and reporting activities as well as

outreach efforts. Previously, Ms. Raheb

served as the manager and corporate

focal point for Government Programs,

including Mentor Protégé, Indian

Incentive and Small Business Innovation

Research/Small Business Technology

Transfer (SBIR/STTR) programs.

Ms. Raheb possesses 22 years of

professional experience and is widely

recognized for her innovation and

leadership. She held a variety of

increasingly responsible positions with

Lockheed Martin, including Innovation

Program Manager, Business Unit

Resource Manager, and Communications

Specialist.

She holds a Bachelor’s Degree in

Communications from the University

of South Florida and a Master’s

Degree in Management from Webster

University. Her professional boards and

memberships present and past include:

National Veteran Owned Business

Association board member (NaVOBA),

Women Impacting Public Policy (WIPP)

Corporate Advisory Board member,

Coalition of Veteran Owned Business

committee member, National Veterans

Small Business Coalition (NVSBC)

advisory committee member, Florida 8(A)

Alliance board member, Space Coast

Central & North Florida Minority Supplier

Development Council president, Alliance

of Supplier Diversity Professionals (ASDP)

board member and communications

chair, Orlando Regional Chamber of

Commerce Leadership Orlando program

graduate, Brevard County Business

Advisory Council member, and NASA/

KSC Prime Contractor Board Working

Committee member.

SUSANNAH RAHEBTRIAD Co-Chair, Corporate Supplier Diversity LeaderLockheed Martin Corporation

14

Mr. Rosenberg is

the Director for

Small Business

Programs at the Missile Defense Agency

(MDA). He has responsibility for the

development and oversight of MDA’s

small business program and acts as

an advocate for the utilization of small

businesses throughout the Agency. His

responsibilities also include oversight

of MDA’s Small Business Program, the

Agency’s small business outreach efforts,

the Agency’s Mentor-Protégé Program

and the Agency’s implementation of the

new Small Business Career Field.

Prior to assuming his current position,

Mr. Rosenberg was assigned within the

MDA Contracts Directorate as part of

the Acquisition Support Cadre, where

he assisted various MDA program

offices in developing innovative

acquisition strategies to satisfy program

requirements.

Mr. Rosenberg spent 21 years as an

Army Officer serving in a variety of

operational and acquisition positions

including holding an unlimited warrant as

a contracting officer and buying section

chief with the

U. S. Army Troop Support Command;

serving as the competition advocate

for the Defense Contract Administrative

Region-St. Louis; performing duties as

a Defense Information Systems Agency

procurement staff officer responsible

for migrating legacy systems into an

integrated open system architecture;

assignment as an investigative officer

and acquisition advisor to the U.S. Army

Inspector General; and assignment as

an acquisition reform staff officer within

the Office of the Assistant Secretary of

the Army for Research, Development and

Acquisition.

Upon his retirement from the Army

in 1997, Mr. Rosenberg worked for

a variety of small and large business

contractors supporting the Department

of Defense and various Military Services.

He authored and presented acquisition

reform classes to Government

contracting and acquisition personnel

and provided acquisition support

services to several Army and Marine

Corps programs located in the U.S.

Army Program Manager for Mines,

Countermines and Demolitions and the

Office of Naval Research. Additionally,

he authored several case studies utilized

in the PMT 401 course, the capstone

acquisition course, taught in the Defense

Acquisition University and supported

the Department of Defense Acquisition

Reform Office.

LEE ROSENBERGDirector, Small Business ProgramsMissile Defense Agency

NATIONAL DEFENSE MAGAZINE PODCASTListen to top stories from National Defense magazine on military technology,

defense industry trends, and more.

Each month, editors of National Defense Magazine select stories from the

upcoming issue to include in a podcast that can be streamed or downloaded

to your desktop or mobile device. Subscribe to the National Defense

Magazine podcast on Apple’s iTunes to get instant access to a library of

more than 100 episodes today, or stream this month’s episode right now at

nationaldefensemagazine.org/podcasts.

15

As the Nashville

District’s Small

Business

Specialist, Mr. Rossignol acts as small

business advocate and interfaces on

behalf of small businesses with the

US Army Corps of Engineers National

Contracting Organization and contracting

officers (COs) and contract specialists. As

the District’s Small Business

Specialist, he supports small businesses

in preparing to successfully integrate

themselves into the contracting process

and obtain awards with their respective

organizations. He guides marketing

efforts such as Industry Days, Small

Business Outreach events such as the

Tennessee Small Business Development

Center sponsored Small Business

Training Forum, the SAME National

Small Business Conference and others

regionally conducted outreach events

to assist in locating additional small

businesses as well as help Contracting

Officer’s bridge the gap and find small

businesses that can successfully perform

the task. In addition to a contracting

background Mr Rossignol was a former

Project Manager and Capture Manger

for an 8(a) Firm which gives him an

insight into assisting small businesses

in positioning themselves for federal

market place opportunities. Mr Rossignol

is a Retired Naval Officer with significant

amount of sea duty and himself a Service

Disabled Veteran.

ROY ROSSIGNOLNashville Small Business Specialist Advocate U.S. Army Corps of Engineers - Nashville District

Mr. Sikora

administers

DoD’s SBIR/STTR

program. The mission of the DoD SBIR/

STTR program is to help small business,

non-profit organizations and research

institutions quickly create and deliver

cost-effective innovations that will sustain

America’s technological superiority over

adversaries.

Mr. Sikora also manages the Air Force

Mentor Protégé program. The mission of

the Air Force Mentor Protégé program

is to develop small businesses through

technology transfer that results in small

business sources of supply and services

for Air Force prime contracts and

subcontracts.

Mr. Sikora previously served as the Air

Force SBIR/STTR Program Manager.

Mr. Sikora has a wealth of experience

leveraging industry, academia and

private sector research. Before entering

government service, he worked as a

design/project engineer in the paper

machine and environmental equipment

industries. Mr. Sikora received his BS

in Engineering Technology from the

University of Dayton and his MBA from

Wright State University.

DAVID SIKORAActing DoD SBIR/STTR Program Administrator, Small Business Programs

U.S. Air Force

16

Ms. Varga is the

Supplier Diversity

Manager for L3

Aerospace Systems and acts as L3

Corporate Small Business Team Lead.

Ms. Varga is responsible for

development, implementation and

maintenance of the Comprehensive Small

Business Subcontracting Plan, increasing

awareness to all departments within

L3 Aerospace Systems, counseling

suppliers, establishing initiatives that

will enhance subcontracting bidding

opportunities for small business concerns

and ensuring L3’s compliance and

performance to all Small Business goals.

As the Corporate Small Business

Team Lead, she facilitates monthly

meetings for other L3 division small

business advocates, providing a

forum for regulation updates, training

and benchmarking. In addition, Ms.

Varga is an Officer for the Alliance of

Supplier Diversity Professionals (ASDP)

organization.

Prior to her current position, Ms. Varga

served as SBLO and Lead Logistics

Supply Specialist for a Bell Helicopter

Textron subsidiary, Senior Buyer for

Northrop Grumman, and Production

Control Manager for a Veteran Owned

Small Business specializing in Machining

and Metal Fabrication.

THOSIE VARGASupplier Diversity ManagerL3 Technologies

DCMA Specialized

Support Group

Shelly S. Thomas

is the Assistant Director for the DCMA

Specialized Support Group which

is comprised of the DoD Mentor

Protégé group and the Comprehensive

Subcontracting Program (CSP) Group.

The DoD Mentor Protégé (MP) group is

responsible for the administration and

compliance reporting of the program

to assist small businesses (protégés)

successfully compete for prime contracts

and subcontract awards by partnering

with large companies (mentors) under

individual, project based agreements.

The CSP group is responsible for the

negotiation of Comprehensive Small

Business Subcontracting plans for

defense contractors who participate

in the program to include review

of performance and provide timely

information to customers regarding the

application, execution and sustainment

of the CSP Small Business Program.

Ms. Thomas’s acquisition career spans

over 17 years to include serving as

the Assistant Director and Team Lead

at DCMA for the DoD Mentor Protégé

division. Also as the Contracting Officer

for the Defense Logistics Agency

Energy’s Overseas Bulk Fuels and

Storage Division. In this capacity, she

facilitated the procurement process of

several multi-billion dollar acquisitions for

the OCONUS acquisition of bulk fuel and

storage for various military components.

Ms. Thomas has also served as a

Corporate Contract Specialist and

Integrated Supplier Team Lead for the

Defense Logistics Agency Aviation

Boeing IST division supporting the

acquisition of major weapon system

components. She has also served as a

contract specialist/contracting officer for

various divisions at the Defense Logistics

Agency Aviation. She has also served

as a contract specialist for the Defense

Commissary Agency.

Ms. Thomas holds a bachelor’s degree

in Accounting and a Master’s degree in

Economics from Virginia State University.

She has a professional certification in

project management. She is also a

member of the Defense Acquisition Corp.

She has served as a mentor to interns

entering the Federal Government since

2005.

SHELLY THOMAS Assistant Director, Specialized Support GroupDCMA

17

Mr. Wallace is

directly responsible

for planning,

organizing, and managing procurement

programs. He serves as the advisor

to the G-3/5/7 Strategic Sourcing

Working Group (SSWG) for Strategic

Sourcing Knowledge Based Services.

He is also responsible for coordination

and oversight of Program Management

Reviews (PMRs) for contract support

services valued at over $80M and

acts as the liaison with G-3/5/7

senior leadership, Contracting Officer

Representatives, Army Contracting

Commands Contracting Officers and

other DoD officials and organizations.

Mr. Wallace is an acquisition professional

with over 30 years as a Department

of Army Civilian. Mr. Wallace is a U. S.

Army veteran with 6 years of Supply

and Logistic experience. He is Level III

certified in contracting and a member of

the Defense Acquisition University Alumni

Association.

Mr. Watkins is

responsible for

the management,

oversight and execution of the ODCS,

G-3/5/7 internal budget totaling

approximately $300M in OMA Base and

OCO funds; 35 plus service contracts

valued at approximately $80M. He

is also responsible for the accurate

documentation of 773 authorized

positions (447 Civilian and 326 Military)

on four separate Army Table of

Distribution and Allowance (TDAs) and

one Joint TDA. Mr. Watkins is a financial

management professional with more

than 30 years of federal service, both

as a retired United States Colonel and

Department of Army Civilian. He is Level

III certified in DoD Financial Management.

Mr. Watkins is a member of ASMC’s

Washington Chapter.

ANTON WALLACE Chief, Acquisition Management Department of the Army

DWIGHT WATKINSDirector, Resource Management Department of the Army

Mr. Wong

was sworn in

as Associate

Administrator, Office of Government

Contracting and Business Development

(GCBD) in March of 2017 where he

advocates for small businesses and

represents them on behalf of the

President of the United States. Robb

has a depth of experience focused on

small business. He started his career as

an SBA attorney in the Office of General

Counsel then was a Special Assistant

U.S. Attorney in the Houston District

Office and later was the SBA acting

District Director/Counsel in the Lubbock

District Office. From 1996 to 2017 Robb

was CEO for several small businesses

that successfully used SBA’s products

and programs to enhance their growth.

His SBA experience, coupled with his

business acumen, fuels his passion to

promote the growth of today’s small

businesses in the federal marketplace.

Robb’s philosophy is cemented in the

belief that small businesses are the job

generators that will help make America

great again. He is a graduate of

Georgetown University Law Center.

Historically, the AA/GCBD oversees over

$500 billion in total federal spending

within the federal market place and

helps ensure that small businesses can

compete for federal opportunities.

ROBB WONGAssociate AdministratorSBA

18

Ms. Rosalyn

Wiggins currently

serves as a Senior

Procurement Analyst/Small Business

Professional for the Defense Contract

Management Agency Small Business

Office located in Chester, Virginia. Ms.

Wiggins represents the Director of Small

Business in communicating the agency’s

Small Business mission, objectives and

achievements. This includes advising

small business concerns, providing

technical assistance on Small Business

Programs and taking the lead role for the

Small Business Office in the development

of inter-agency and intra-agency

agreements. Ms. Wiggins represents

the Small Business Office on the DOD

OSBP Performance Working Group, the

DOD Subcontracting Working Group,

the OSDBU Council and the DOD Small

Business Sub IPT.

Ms. Wiggins was previously a part of

the DCMA Mentor-Protégé Group where

she was responsible for managing DoD

Reimbursable and Credit Mentor Protégé

agreements. She had prior Small

Business experience with the Defense

Energy Support Center where she

conducted annual compliance reviews

on their Contractor’s Subcontracting

Programs. Her career in contracting

began at the Defense Supply Center

(DLA Aviation), Richmond where she

went through the DLA Corporate Intern

Program and went on to become a

Contracting Officer for the Agency.

ROSLYN WIGGINSSenior Procurement Analyst/Small Business ProfessionalDCMA

Ms. Wooden is the

Director of Supplier

Diversity for

Raytheon Company. Raytheon Company

(NYSE: RTN), with 2016 sales of $24.1

billion, is a technology and innovation

leader specializing in defense, homeland

security and other government markets

throughout the world. With headquarters

in Waltham, Mass., Raytheon employs

63,000 people worldwide.

Currently, she is leading the execution

of Raytheon’s strategic engagement

and development of small and diverse

businesses in alignment with federal

socioeconomic policies. Previously, she

served as a Manager in Supply Chain

responsible for an $85M backlog of

major subcontracts. As a graduate of

the Raytheon Engineering Leadership

Development Program, Carol has worked

in three divisions across the country and

abroad including Integrated Defense

Systems (IDS) in Massachusetts, Space

and Airborne Systems (SAS) in both

California and Texas and Raytheon

Systems Limited (RSL) in the United

Kingdom. She has a broad and unique

background in Electrical & Systems

Engineering, Program Management and

Supply Chain Management.

Since joining Raytheon in 2004, Carol

has supported several major Dept. of

Defense programs including the Zumwalt

Future Naval Combatant Ship Program

as a Software Requirements Systems

Engineer, the ATFLIR program in a

Strategic Operations role supporting

the geographic relocation of a major

manufacturing product line, and the

Electronic Border Patrol Program for

the United Kingdom Ministry of Defense

(MoD) as a Systems Engineering

Cost Account Manager and Process

Deployment Lead. In 2011, Carol

served as Staff Executive to the SAS

Vice President of the $2B Intelligence,

Surveillance and Reconnaissance

Systems (ISRS) mission area.

In her voluntary service to Raytheon

and her community, Carol has held

several leadership positions within the

Raytheon Women’s Network, Raytheon

Black Employees Network and led the

implementation of the SAS Engineering

Rotation Program in the North Texas

Region to aid in the development of

early career engineers. She conducts

speaking engagements with high school

and college students across the US

to encourage the pursuit of careers in

science, technology, engineering and

math (STEM).

CAROL WOODENDirector of Supplier Diversity, Corporate Supply ChainRaytheon Company

19

______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

NOTES

THANK YOU

NDIA

2101 Wilson Blvd.

Suite 700

Arlington, VA 22201

NDIA.org

Small Business UpdateNDIA October 2018 Winter Conference

Tatia Evelyn-BellamyDirector

Small Business OfficeSmall Business Compliance Center

Agency Small Business OmbudsmanJanuary 2018

DCMA Chartered MissionFrom DoD Directive 5105.64

• “Mission: DCMA performs Contract Administration Services (CAS) for DoD, other authorized Fed Agencies, foreign gov’ts, int’l organizations, and others as authorized.

• Specific guidance on roles and responsibilities for contract administration and management outlined in FAR 42.302 and DFARS 242.302

• Small Business contract administration FAR 42.302 (a)(52)(53)(54) and (55)

• Predominant workload delegations are on major production type contracts. Other type contracts delegations accepted on case by case basis.

• Exceptions where contract administration is generally retained by the military services include:

• SUPSHIPS contracts• Office of Naval Research contracts• Ammunition contracts• Army Corps of Engineer contracts and most facilities type contracts• “Post, Camp, and Station” contracts (note – this include most contracts for

services)”

SB Compliance Center Core Processes/Achievements

• Prime Subcontracting Program Compliance- 270

• Subcontract Plan Reviews (Individual, Commercial, and Master)-1700

• Administer DoD Mentor Protégé Pilot Program Agreements -70

• Administer and Manage the Comprehensive Small Business Subcontracting Test Program (CSP) – 9-$10B subcontracting Dollars

• Assist with Procurement Technical Assistance Center (PTAC) Reviews-+/- 54

Ongoing Key Accomplishments//Focus Areas

“What I said the last time”Ongoing InitiativesDCMA/ DoD OSBP MOU Executing Policy and ProcessesDCMA Capability Model (Primary)

Distribution/Repository/ for Communicating Compliance Reviews

Value of Reviews to the Services-OSBP Support/Regulations

Getting it RightThe Big One - Monitoring Subcontracting

Performance--Review Methodology/Criteria for Reviews/ Data and Management Tools/Manage Efficiencies-/Comprehensive/Consolidated/Review

3

Questions?OR

Contact us at [email protected]

Rev. FY10 1.6 4

DOING BUSINESS

Marketing to DoD

Follow the money.

Arm yourself with information and facts, not emotion.

Find your niche. Don’t try to be everything to everybody.

Target your market and understand your prospective customer’s mission, environment, challenges and hot buttons.

Meet with Small Business Professionals.

Don’t provide a standard, canned presentation to potential customers. Research their requirements and understand their challenges.

Explain how your service or product has a positive impact on a project’s cost, schedule and performance.

Identify your differentiators—what separates you from other great performers?

Translate the relevancy of your past performance; don’t expect a prospective customer to do it for you.

When you meet with Program Managers and Contracting Officers, be prepared to discuss a real requirement, not your generic capabilities.”

http://business.defense.gov/Small-Business/DoD-Small-Business-Offices/

Doing Business with DCMA

Top 5 NAICS Procurement Codes

• 337214 Office Furniture

• 334112 Computer Storage Device Manufacturing

• 334119 Other Computer Peripheral Equipment Manufacturing

• 517210 Wireless Telecommunication

• 541511 Custom Computer Programming Service

Updates:

Subcontracting Program

TRIAD

Janice Buffler, Associate Director Subcontracting Policy and Regional Councils

DoD Office of Small Business Programs

January 30, 2018

2

• Goals and Achievements

• SBA and DoD Scorecards

• NDAA FY 18 (Highlights)

• FAR /DFARS Open Cases (Highlights)

• Policies Impacting Subcontracting

• FY 18 Subcontract Report Submission Schedule

• DoD Regional Councils

Agenda

3

DoD FY 18 Prime Contract Goals

Category Goal

Small Business 22%**

SDB 5%*

WOSB 5%*

HUBZone 3%*

SDVOSB 3%*

** Negotiated between Agency and SBA* Statutory Goals

4

DoD FY 18 Subcontract Goals

Category Goal

Small Business 33%**

SDB 5%*

WOSB 5%*

HUBZone 3%*

SDVOSB 3%*

** Negotiated between Agency and SBA* Statutory Goals

DoD Subcontracting History (Goals and Achievements)

($ = Billions; rounded up)

5

Fiscal

Year

Total

Subcont

Dollars

SB

Awards

SDB

Awards

WOSB

Awards

HubZone

AwardsSDVOSB Awards

Goal Achieved Goal Achieved Goal Achieved Goal Achieved Goal Achieved

% % $ % % $ % % $ % % $ % % $

2017 34.0 5 5 3 3

2016 $123.5 34.5 33.9 $41.8 5 4.4 $5.4 5 5.7 $7.0 3 1.4 $1.8 3 2.1 $2.6

2015 $133.4 36.0 32.3 $43.1 5 4.4 $5.8 5 5.3 $7.1 3 1.4 $1.8 3 2.0 $2.7

2014 $133.8 36.7 33.2 $44.4 5 4.6 $6.2 5 5.7 $7.7 3 1.5 $2.0 3 2.1 $2.8

2013 $147.1 36.7 35.4 $52.0 5 4.8 $7.0 5 5.7 $8.3 3 1.5 $2.2 3 2.2 $3.1

6

Federal Agency Subcontracting Achievements

Individual Subcontract Plan

DoD Comprehensive Subcontract Plan

Commercial Subcontract Plan

Summary Subcontract Report



SSR

Approved ApprovedApproved

SSR SSR

7

DoD Internal Scorecard

Prime Performance 50%

SocioeconomicPerformance

20%

Subcontracting Performance

10%

SAT Threshold Performance

10%

Component SB Duties 5%

Self-Assessment of SB Initiatives

5%

SBA Scorecard

Prime 50%

Subcontracting 20%

Peer Review 20%

Small BusinessConcerns

Comparison10%

8

• Sec. 225 - Support for National Security Innovation and Entrepreneurial Education -

• Sec. 805 - Increased Simplified Acquisition Threshold (SAT) from $150K to $250K (FAR Case 2018-004)

• SEC. 806. Requirements related to the micro-purchase threshold from $3,000 to $10,000 (FAR Case 2018-004)

• SEC. 820. Change to definition of subcontract in certain circumstances

• Sec. 846 - Procurement through Commercial E-Commerce Portals

• Sec. 864 - Other Transaction Authority for Certain Prototype Projects

2018 National Defense Authorization Act

9

• Sec. 1708 - Inclusion of SBIR and STTR Programs in Technical Assistance

• Sec. 1709 - Requirements Relating to Competitive Procedures and Justification for Awards under the SBIR and STTR Programs

• Sec. 1710 - Pilot Program for Streamlined Technology Transition from the SBIR and STTR Programs of the Department of Defense

• Sec. 1714 - Report on Utilization of Small Business Concerns for Federal Contracts

2018 National Defense Authorization Act

10

FAR / DFARS Open Cases

FY FAR DFARS

2018 10 24

2017 17 31

2016 6 8

2015 12 7

2014 1 0

2013 2 0

2011 1 0

https://www.acq.osd.mil/dpap/dars/case_status.htmlhttps://www.regulations.gov/

https://www.acq.osd.mil/dpap/dars/case_status.html

https://www.regulations.gov/

11

FAR Open Cases

FAR Case 2018-003 (Proposed): Credit for Lower-Tier Small Business Subcontracting

Implements section 1614 of the NDAA for FY 2014, as implemented in the SBA regulations on 12/23/2016 (81 FR 94246)

Allows prime contractors to receive credit toward goals in their small business subcontracting plans for subcontracts awarded by their subcontractors

11/15/2017: DARC Director tasked Small Business Team to draft rule. Report due date extended from 01/10/2018 to 02/07/2018.

12

FAR Open Cases

FAR Case 2017-008 (Final): Duties of Office of Small and Disadvantaged Business Utilization

Implements section 1812, paragraph (a) of section 1813, and paragraph (b) of section 1821 of the NDAA for FY 2017 (Pub. L. 114-328), which amend 15 U.S.C. 644(k) to provide additional duties of the Office of Small and Disadvantaged Business Utilization.

11/17/2017 CAAC Legal concurrence with draft final FAR rule. FAR and DAR staff resolving issues.

13

FAR Open Cases

FAR Case 2016-002 (Proposed): Applicability of Small Business Regulations Outside the United States

Considers applicability of Small Business Regulations on contracts performed outside the United States

12/20/2017: CAAC received Small Business Team draft proposed FAR rule and FRN. Will discuss draft proposed FAR rule on 01/17/2018.

14

DFARS Open Cases

DFARS Case 2017-D016 (Proposed): Mentor-Protege Program Modifications

Implements section 1823 and paragraph (b) of section 1813 of NDAA for FY 2017 (Pub. L. 114328). Amend section 831 of the NDAA for FY 1991 (Pub. L. 101-510) regarding the Pilot Mentor-Protégé Program by revising the definition, revising requirements associated with affiliation between mentor firms and their protégé firms, and adding new types of assistance for mentors to provide to their protégés

04/20/2017: Case manager forwarded draft proposed rule to DARS Regulatory Control Officer. DARS Regulatory Control Officer reviewing.

15

DFARS Open Cases

DFARS Case 2017-D005 (Proposed): Submission of Summary Subcontract Reports

Clarifies the entity to which Summary Subcontract Reports are to be submitted and the entity that acknowledges receipt of, or rejects, the reports

04/26/2017: Case manager forwarded draft proposed rule to DARS Regulatory Control Officer. DARS Regulatory Control Officer reviewing.

16

DFARS Open Cases

DFARS Case 2016-D011 (Final): Amendment to Mentor Protege Program

Implements section 861 of the NDAA for FY 2016 (Pub. L. 114-92), which amends section 831 of the NDAA for FY 1991 (Pub. L. 101-510) to provide amendments to the Pilot Mentor-Protégé Program.

09/18/2017: DARS Regulatory Control Officer identified issues with draft final DFARS rule to case manager. Case manager and DARS Regulatory Control Officer resolving issues.

17

DFARS Open Cases

DFARS Case 2015-D013 (Final): Temporary Extension of Test Program for Comprehensive Small Business Subcontracting Plans

Implements section 872 of the NDAA for FY 2016 (Pub. L. 114-92), which amends section 834 of NDAA FYs 1990/ 1991 (Pub. L. 101-510), as added by section 821 of NDAA for FY 2015 (Pub. L. 113-291), to provide for temporary extension / amendment of the Test Program for Comprehensive Small Business Subcontracting Plans.

09/18/2017: DARS Regulatory Control Officer identified issues with draft final DFARS rule to case manager. Case manager / DARS Regulatory Control Officer resolving issues.

Note: DoD Class Deviation 2018-O0010 (01/08/, extends expiration date to be “December 31, 2027

18

FAR 19.7 Highlights of Subcontract Plan Requirements (Jan 2017)

• On IDIQ contracts, the Contracting Officer may establish subcontracting goals at the order level (but not a new subcontracting plan) (e)

Note: eSRS should allow reporting beginning April 1, 2018

• Requires subcontracting plans even for modifications under the plan threshold if modifications would cause contract to exceed plan threshold or a size re-representation of a company from small to other than small (f)


Policies Impacting Subcontracting

19

FAR 52.219-9 Highlights of Subcontract Plan Requirements (Jan 2017)

• Contractor may accept subcontractor’s written representations of size status; may accept representation in government’s System for Award Management (SAM) (c)(2)

• For Individual Subcontracting Plan, and if required by CO, goals shall also be expressed in terms of total contract $, in addition to required goals in terms of total subcontract $ (d)(1)

• After November 30, 2017, requires contractor to report subcontracting data for each order when reporting subcontracting achievements for IDIQ/IQIQ contracts intended for use by multiple agencies (d)(10) (iii)



20


• Requires contractor to make good faith effort to utilize proposed SBs during contract performance (d)(12)

• Requires contractor to notify Contracting Officer in writing if contractor fails to use small businesses as proposed in the performance of the requirement (d)(13)

• Restricts prime contractors from prohibiting a subcontractor from discussing payment or utilization matters with the Contracting Officer (d)(14)

• Requires contractor to pay small business subcontractors on time and in accordance with terms/conditions of subcontract, and notify Contracting Officer when payment is reduced or untimely payment (d)(15)


21


• Requires contractor to assist small businesses by arranging solicitations, time for the preparation of bids, quantities, specifications, and delivery schedules so as to facilitate the participation by such concerns (e)(1)

• Requires contractor to provide adequate/timely consideration of the potentialities of small businesses in all “make-or-buy” decisions (e)(2)

• Requires contractor to counsel/discuss subcontracting opportunities with small businesses (e)(3)

• Requires contractor to confirm that a HUBZonesubcontractor is certified as such by SBA (e)(4)


22


• Requires contractor to provide notice to subcontractors concerning penalties/remedies for misrepresentations of business status (e)(5)

• Requires contractor to provide the name, location and socioeconomic status of the subcontractor in the notification to unsuccessful offerors for subcontracts greater than $150k in which SB received SB preference (e)(6)

• Requires contractor to assign NAICS codes to subcontracts (e)(7)


23


• Contracting Officer will consider prior compliance, of the offeror with other such subcontracting plans under previous contracts, in determining responsibility of the offeror for award of the contract (h)


24


• Purchases from a corporation, company, or subdivision that is an affiliate of the Contractor or subcontractor are not included in ISRs or SSRs (l)• Subcontract awards by affiliates shall be treated as

subcontract awards by the Contractor. • Subcontract award data reported by the Contractor and

subcontractors shall be limited to awards made to their immediate next-tier subcontractors.

• Credit cannot be taken for awards made to lower tier subcontractors, unless the Contractor or subcontractor has been designated to receive a small business or small disadvantaged business credit from an ANC or Indian tribe.


25

FAR 52.219-9 Highlights of Subcontract Plan Requirements

(Jan 2017)• Only subcontracts involving performance in the United

States or its outlying areas should be included in ISRs and SSRs with the exception of subcontracts under a contract awarded by the State Department or any other agency that has statutory or regulatory authority to require subcontracting plans for subcontracts performed outside the United States and its outlying areas. (l)

• Requires prime contractor to resubmit a corrected subcontracting report within 30 days of receiving the contracting officer’s notice of report rejection (l)(1)(i)


26


• SSR submitted under Individual Subcontracting Plan(l)(2)(i)

• Encompasses all subcontracting under prime contracts and subcontracts with an executive agency, regardless of the dollar value of the subcontracts (A)

Also includes indirect costs on a prorated basis when the indirect costs are excluded from the subcontracting goals

• May be submitted on a corporate, company or subdivision (e.g. plant or division operating as a separate profit center) basis (B)

• Subcontract awards that are related to work for more than one executive agency shall be appropriately allocated (E)


27

DFARS • DoD Class Deviation 2018-O0007, Small Business

Subcontract Reporting (12/13/2017)

• Changes entity to which contractor submits SSR for Individual Subcontract Plan from military dept/agency to DoD (9700)

• Allows contractors to submit SF 294 in lieu of ISR to CO, in lieu of ISR in eSRS

• SSR Coordinator responsible for approving SSRs under Individual Subcontract Plan

• Procuring contracting office responsible for approving ISR, even when contract administration has been delegated to the Defense Contract Management Agency or ONR


28

DFARS (Dec 2017)• DFARS 219.705-4, Reviewing the subcontracting plan. (ii)

The contracting officer may use the checklist at PGI 219.705-4 when reviewing subcontracting plans in accordance with FAR 19.705-4.

• DFARS PGI 219.705-4, Reviewing the subcontracting plan. When reviewing the subcontracting plan, contracting officers may use the document entitled “DoD Checklist for Reviewing Subcontracting Plans.” The document is available at http://business.defense.gov/Acquisition/Subcontracting/


http://business.defense.gov/Acquisition/Subcontracting/

29

DFARS (Dec 2017)• DFARS 219.705-6, Post-award responsibilities of the

contracting officer. (f) See PGI 219.705-6(f) for guidance on reviewing subcontracting reports.

• DFARS PGI 219.705-6, Post-award responsibilities of the contracting officer. (f) When reviewing subcontracting reports, contracting officers may use the document entitled “DoD Subcontracting Program—Business Rules and Processes for (1) Electronic Subcontracting Reporting System (eSRS) and (2) Preparing and Reviewing Related Subcontract Reports.” The document is available at http://business.defense.gov/Acquisition/Subcontracting/



30

January 2018, Version 2• URL:


• Select: “Subcontracting for Contracting and Small Business Professionals (Government and Industry)”

• Document: “DoD Subcontracting Program – Business Rules and Processes for (1) Electronic Subcontracting Reporting System (eSRS), (2) Subcontracting Plans, (3) Preparing and Reviewing Related Subcontract Reports” and appendices



31

January 2018, Version 2• Appendices are also provided separate stand-alone documents:

• “DoD Subcontracting Program -- The Basics of Subcontracting”

• “DoD Checklist for Reviewing Subcontracting Plans”

• “DoD Subcontracting Program -- Guide to Preparing and Reviewing an Individual Subcontract Report (ISR) for an Individual Subcontracting Plan”

• “DoD Subcontracting Program -- Guide to Preparing and Reviewing a Summary Subcontract Report (SSR) for an Individual Subcontracting Plan”

• “DoD Subcontracting Program -- Guide to Preparing and Reviewing a Summary Subcontract Report (SSR) for a Commercial Subcontracting Plan”


32

Changes to FPDS Data Element “Subcontract Plan”

Code FPDS Description on Contract Action Report (CAR)

A Plan Not Included – No Subcontracting Possibilities

B Plan Not Required

C Plan Required – Incentive Not Included (ended 5/1/2015)

D Plan Required – Incentive Not Included (ended 5/1/2015)

E Plan Required (Pre 2004)

F Individual Subcontract Plan (implemented 5/1/2015)

G Commercial Subcontract Plan (implemented 5/1/2015)

H DoD Comprehensive Subcontract Plan (implemented 5/1/2015)

33

• Changes to FPDS

• Oct 1, 2017: Changes contract numbering to include 13-character nomenclature for base contract and additional 13-character nomenclature for orders (BOAs, BPAs, IDIQ)

• eSRS “Batch Upload” functionality should be working

• eSRS allows contractors to show %’s to tenth decimal


34

• Issue: SSRs under a Commercial Subcontracting Plan submitted to incorrect DoD organization, making it difficult to determine the contracting office responsible for accepting the SSR.

• Recommendation: Signature page should include

• Company Information:

Name, title, phone # and email of the person within the company who is submitting the plan; company name; signature and date

• DoD Contracting Organization Information:

Name, title, phone # and email of the person approving the plan; department/agency contracting organization name; signature and date

• Company Information:

Name, title, phone # and email of the person within the company who is submitting the SSR

Issues Impacting SubcontractingReporting / Reviewing

35

• Issue: Administering Contracting Office and Awarding Contracting Offices are different. The awarding office is responsible for accepting ISR; however, eSRS “places” the ISR at the administering contracting office based in contract information in FPDS

• Recommendation: DoD uses a “work-around”

• Create additional role in the eSRS registration of the awarding contracting official to be at Dept of Defense (9700)

Issues Impacting Subcontract Reporting/Reviewing

36

DoD FY 18 Subcontract Report Schedule

DATE REQUIRED ACTION

Apr 30, 2018 Due date for Contractors’ ISRs/SF 294s

June 15, 2018 DoD completes review of ISRs/SF 294s

June 30, 2018 Dept / Agency Subcontracting Program Managers submit semi-annual eSRS Status Report to OSBP and DPAP

Oct 30, 2018 Due date for Contractors’ ISRs/SF 294s and SSRs

Dec 15, 2018 DoD completes review of ISRs/SF 294s and SSRs

Dec 30, 2018 Dept / Agency Subcontracting Program Managers submit semi-annual eSRS Status Report to OSBP and DPAP

37

DoD Regional Councils

http://business.defense.gov/Acquisition/DoD-Regional-Councils/

http://business.defense.gov/Acquisition/DoD-Regional-Councils/

38

DoD Regional Councils

Regional Council Charter

• Mission: Forum and Training

• Members: SB Professionals (gov’t/ industry) &

Resource Partners• Officers• Committees• Training Schedule

39

• Mar 13-14: DoD Pacific Northwest Regional Council, Puyallup, WA

• [email protected]

• (Mar 20: SBLO / SBA, Indianapolis, IN)


• 11 Apr: DoD Western Regional Council, Irvine, CA


• 23 Apr: Southeast Regional Council, Atlanta, GA


• 13 Jun: DoD Western Regional Council, Honolulu, HI

• 9 Aug: DoD Western Regional Council, San Diego, CA

DoD Regional Council Schedule

TRIAD - dtic.mil · 2 LEADERSHIP Ms. Suzanne Raheb TRIAD Co-chair Ms. Diane Dempsey TRIAD Co-chair...

Documents

Transcript of TRIAD - dtic.mil · 2 LEADERSHIP Ms. Suzanne Raheb TRIAD Co-chair Ms. Diane Dempsey TRIAD Co-chair...