The MATCHMAKERS HPT
Subcommittee of the
Northeast Regional Council
The Matchmaker Team
Mark I: Professional Small Business Program Training
Series for Large Businesses and Federal Agencies
Small Business Utilization Series
Training Guide
Revised: October 2010
The MATCHMAKERS HPT
Subcommittee of the
Northeast Regional Council
What you have before you is a “Weapon System” designed to fight lack of knowledge and
misunderstanding about Small Business Programs. We hope to pass this body of information from this
dedicated team, the Matchmakers HPT, to the fighters for supplier diversity all over this nation. While this
training does not replace the actual regulations, the Mark I course can light the path to the wisdom needed
to get the Small Business participation mission accomplished.
This is the users guide to the system. Please use it wisely and often. Its application is what the
American Dream is all about. Small Business owners, their families, the President and the Congress of
these United States are all counting on you to get the job done.
We wish you great success!
Ira M. Brand, Team Leader (Retired)
on behalf of the Matchmakers HPT
a subcommittee of the Northeast Regional Council
Small Business Utilization Series
Training Guide
SMALL BUSINESS LIAISON OFFICER TRAINING
Small Business Training
Mark I: Professional Small Business Program Training Series

Module 1: Public Laws and Regulations
4

Module 2: Identifying a Small Business
22

Module 3: How Small Business Programs Work
41

Module 4A: Preparing a Small Business Subcontracting Plan
64

Module 4B: Preparing a Small Business Participation Plan
98

Module 5: Small Business Assessment
103

Module 6: Small Business Metrics and Reporting
110

Module 7: Information Resources and FAQs
133

Module 8: Staying Current
140

Resources
144

Appendix A: Summary for the Basics of Subcontracting
3
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 1: Public Laws and Regulations

This Module contains information on the Public Laws and Federal
Acquisition Regulations (FAR) that govern the requirements for Small
Business Subcontracting Programs. These small business laws and
regulations form the framework for what we do and why we do it.

The Module includes the goals for each business type and the Public Law
basis for these requirements. The module also covers FAR references for
incentive programs and liquidated damages provisions.
4
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 1: Public Laws and Regulations
001A – FAR Regulations
What Federal Regulations govern the
formation of small business plans and
the goals set for small business
subcontracting?

A. FAR Parts 19 and 52

B. Public Laws

C. The Small Bus Law

D. A and C

E. A and B
Answer: E

FAR part 19 and 52 outline all the
requirements for preparing small
business plans.

Public Laws are the basis for the
regulations.
(check one)
5
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 1: Public Laws and Regulations
001B – FAR Regulations
What are the percentage goals set
by Public Laws for?
And the answer is:
Small Business (SB)
23%
________
Small Disadvantaged Business (SDB)
5%
________
Woman-Owned SB (WOSB)
5%
________
Historically Black Colleges & Universities
and Minority Institutions (HBCU/MI’s)
Best
Effort *
________
HUBZone SB
3%
________
Veteran-Owned SB (VOSB)
Best
Effort
________
Service-Disabled VOSB
3%
________
(SDVOSB)
Alaska Native Corp. & Indian Tribes
Best
Effort*
________
*Included as part of SDB Goal
6
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 1: Public Laws and Regulations
001C – FAR Regulations
About the Law

Section 8(d) of the Small Business Act
requires “Small, SDB, HUBZone, WOSB,
VOSB, and SDVOSB have the maximum
practicable opportunity to participate as
subcontractors on Federal contracts, to the
extent that such opportunity is consistent
with efficient contract performance.”
Revision of the Small Business Act of
1978 (Public Law 95-507)

Redefined minority firms as Socially and
Economically Disadvantaged Small Business
Concerns (SDB’s).

Required Federal agencies to establish
small business goals and explain to
Congress when goals were not met.

Required small and small disadvantaged
business subcontracting goals for major
contracts awarded to large businesses.

Reserved all Federal awards under
$100,000 for small businesses.

Required establishment of the Office of
Small Business Programs.

Directors appointed by Head of Agency.
7
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 1: Public Laws and Regulations
001D – FAR Regulations
What is the goal for Small
Disadvantaged subcontracting ?
Answer: E
National Defense Authorization Act
(Public Law 99-661)

A.
1%

Passed in 1987.

B.
2%


C.
3%
Established Small Disadvantaged
Business Program.

D.
4%


E.
5%
5% goal for minority owned
businesses.

Emphasized contracting with
Historically Black Colleges &
Universities/Minority Institutions
(HBCUs/MIs).
(check one)
8
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 1: Public Laws and Regulations
001E – FAR Regulations
Public Law 103-355 introduced a 5% goal
against the value of all prime contracts for
Woman-Owned Small Businesses.
Answer: A
Federal Acquisition Streamlining
Act of 1994 (Public Law 103-355)

A. True
Section 7106

B. False

Established a government-wide goal
for Woman-Owned Small Businesses
(WOSBs).

Not less than 5% of the total value of
all prime contract/subcontract awards
for each fiscal year.
(check one)
9
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 1: Public Laws and Regulations
001F – FAR Regulations
How is a HUBZone (Historically Underutilized
Business Zone) Small Business Verified?
 A. By SBA certification as shown in
Central Contractors Registry (CCR)
 B. By DOC Zone Charts
 C. By the Census Bureau
Answer: A
The HUBZone Empowerment Act
(Public Law 105-135)

Included in the Small Business
Reauthorization Act of 1997.

Stimulates economic development.

Creates jobs in urban and rural
communities.

Provides contracting preferences to small
businesses that are located in a HUBZone
and that hire employees who live in a
HUBZone.

1% of prime contracts for HUBZone small
businesses for FY1999, not less than
1.5% for FY2000, 2% for FY2001, 2.5%
for FY2002, and 3% for FY2003 and each
year thereafter.
(check one)
10
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 1: Public Laws and Regulations
001G – FAR Regulations
What is the Service-Disabled VeteranOwned goal as set forth in the
subcontracting provisions of Public Law
106-50?
Answer: C
 A.
1%
 B.
2%
The Veteran's Entrepreneurship and
Small Business Development
Act of 1999 (Public Law 106-50)
 Established a goal for subcontracts
awarded by prime contractors to
(SDVOSB) concerns of 3%.
 C.
3%

 D.
4%
A best effort goal for veteran-owned
small businesses shall apply.
 E.
5%

Individual, Master, and
Comprehensive Subcontract and
Commercial Plans must incorporate
these goals.
(check one)
11
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 1: Public Laws and Regulations
001H – SB Program Success
“Incentive Clauses”
FAR 52.226-1
“Utilization of Indian Organizations
and Indian Owned Economic Enterprises”

The Indian Incentive Program provides for a payment of 5% of the amount
subcontracted to an Indian organization or Indian-owned economic
enterprise. The clause must be included in the contract.
12
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 1: Public Laws and Regulations
001I – SB Program Success
“Incentive Clauses”
FAR 52.219-26
“Small Disadvantaged Business Participation Program”

Incentive Subcontracting for specific parameters. Monetary incentives
shall be based on actual achievement as compared to proposed monetary
targets for SDB sub-contracting. The incentive subcontracting program is
separate and distinct from the establishment, monitoring and enforcement
of SDB subcontracting goals in a sub-contracting plan. This is an
incentive to encourage increased subcontracting in the North America
Industry Classification System (NAICS) Major Groups and is reported at
the end of the contract via the OF312 attached to the final ISR.
13
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 1: Public Laws and Regulations
001J – SB Program Success
“Incentive Clauses”
FAR 52.219-10
“Incentive Subcontracting Program”

Monetary incentive from 0-10%, which encourages the development of
increased subcontracting opportunities based on actual achievement for
small, Small Disadvantaged Business, Woman-Owned Small Business,
HUBZone small business, Veteran-Owned Small Business, and ServiceDisabled Veteran-Owned Small Business.
14
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 1: Public Laws and Regulations
001K – SB Program Success
“Incentive Clauses”
FAR 52.219-16
“Liquidated Damages - Subcontracting Plan”

Failure to comply with a subcontracting plan is considered a material
breach of the contract and could result in the imposition of liquidated
damages to be paid by the contractor.

Size of damages is equal to the actual amount by which the contractor
missed each goal.
15
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 1: Public Laws and Regulations
001L – SB Program Success
“Good Faith Effort”
13 CFR 125.3
“Provide the maximum practicable subcontracting
opportunities for small business concerns.”
“Consistent with the efficient performance of the contract.”
16
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 1: Public Laws and Regulations
001M – SB Program Success
Example of “maximum practicable opportunity”
13 CFR 125.3

Breaking out contract work items into economically feasible units, as
appropriate.

Conducting market research to identify small business subcontractors and
suppliers through all reasonable means.

Soliciting small business concerns early in the acquisition.

More>>
17
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 1: Public Laws and Regulations
001N – SB Program Success
Example of “maximum practicable opportunity”
13 CFR 125.3

Providing adequate and timely information about the plans, specifications,
and requirements for performance of the prime contract to assist them in
submitting a timely offer.

Negotiating in good faith with interested small businesses.

Assisting them to obtain bonding, lines of credit, required insurance,
necessary equipment, supplies, materials, or services.

More >>
18
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 1: Public Laws and Regulations
001O – SB Program Success
Example of “maximum practicable opportunity”
13 CFR 125.3

Utilizing the available services of small business associations, local, state,
and Federal small business assistance offices; and other organizations.

Participating in a formal mentor-protégé program with one or more small
business protégés that results in developmental assistance to the
protégés.
19
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 1: Public Laws and Regulations
001P – Small Business Goal Summary
Small Business Type
Small Business
Goals
Public Law Ref
23% PL: 100-656
Small Disadvantaged Business
5% PL: 99-661
Woman-Owned Small Business
5% PL: 103-355
HUBZone Small Business
3% PL: 106-135
Service-Disabled VOSB
3% PL: 106-50
Historically Black Colleges &
Universities and Minority
Institutions
Veteran-Owned Small Business
ANCs and Indian Tribes
Part of PL: 99-661
SDB
Best Effort PL: 106-50
Part of SDB PL: 99-661
20
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 1: Public Laws and Regulations
001Q – Small Business Goal Summary
DoD Subcontracting Goals can Be Different
Small Business Type
FY 2010 and FY 2011
Small Business
31.7%
HUBZone Small Business
3%
SDVOSB
3%
SDB includes HBCU/MIs
5%
WOSB
5%
21
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 2: Identifying a Small Business

This Module covers the requirements for a Small Business to qualify as a
specific recognized type for identification and reporting credit under
Federal contracts.

The module includes definitions of Small Disadvantaged Businesses, the
minority groups and the certification requirements for HUBZone firms.
22
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 2: Identifying a Small Business
002A – Identifying Small BiZ
How is a Small Business Identified and Certified?

Small Business Self-Certify.

Does not exceed NAICS code size standard, is not owned by a large business, self certified.
Size standard exception for ANCs and Indian tribes.
How is a Small Disadvantaged Business Identified and Certified?

SDBs Self-certify as of October 3, 2008.

Meets size standard (except ANCs and Indian tribes), listed in CCR, 51% owned and
operated by a Socially and Economically Disadvantaged person as designated by the SBA.
How is a Woman-Owned Small Business Identified and Certified?

WOSB’s Self-Certify.

Meets size standard, 51% owned and operated by one or more Women, Self Certified.
How is a HUBZone Firm identified and Certified?

Certified by the SBA.

Meets size standard, located in a HUBZone, 35% of employees live in a HUBZone, owner
US citizen, Certified by SBA and listed in CCR.
23
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 2: Identifying a Small Business
002B – Identifying Small BiZ
How is a Veteran-Owned Business Identified and Certified?

Self-Certified but can be verified by Center for Veteran’s Enterprise.

Meets size standard, 51% owned and operated by one or more veterans
with active duty (other than training).
How is a Service-Disabled Veteran-Owned Business Identified
and Certified?

Self-Certified but can be verified by Center for Veteran’s Enterprise.

Meets size standard, 51% owned and operated by one or more veterans
with active duty (other than training) and a service-related disability (0100%).
24
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 2: Identifying a Small Business
002C – Identifying Small BiZ
Definition of a Small Business

A “for profit” concern including its affiliates that is independently owned
and operated.

Not dominant in the field of operations in which it is bidding on
government contracts.

Qualified as a small business under the criteria and size standards in CFR
Part 121 (See 19.102).
25
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 2: Identifying a Small Business
002D – Identifying Small BiZ
Definition of Small Disadvantaged Business

Net worth of each individual does not exceed $750,000 excluding home &
firm equity.

The firm must be at least 51% unconditionally owned by one or more
socially and economically disadvantaged individuals, or in the case of any
publicly owned business, at least 51 percent of the voting stock is
unconditionally owned by one or more socially and economically
disadvantaged individuals; and whose management and daily business
operations are controlled by one or more such individuals.
26
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 2: Identifying a Small Business
002F – Identifying Small BiZ
Definition of Socially Disadvantaged Individuals

Those who have been subjected to ethnic prejudice or cultural bias
because of their identity as a member of a group without regard to their
individual qualities.
27
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 2: Identifying a Small Business
002G – Identifying Small BiZ
Who are the Socially Disadvantaged Individuals?

Black Americans

Hispanic Americans

Native Americans
(American Indians, Native Alaskans,
or Native Hawaiians)
28
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 2: Identifying a Small Business
002H – Identifying Small BiZ
Who are the Socially Disadvantaged
Individuals?

Asian Pacific Americans (persons with
origins from Burma, Thailand, Malaysia,
Indonesia, Singapore, Brunei, Japan,
China (inc Hong Kong), Taiwan, Laos,
Cambodia (Kampuchea), Vietnam, Korea,
Philippines, US Trust Territory of Pacific
Islands (Republic of Palau), Republic of
Marshall Islands, Federated States of
Micronesia, Commonwealth of the
Northern Marina Islands, Guam, Samoa,
Macao, Fiji, Tonga, Kiribati, Tuvalu, or
Nauru).

Subcontinent Asian Americans (persons
with origins from India, Pakistan,
Bangladesh, Sri Lanka, Bhutan, the
Maldives or Nepal).
29
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 2: Identifying a Small Business
002I – Identifying Small BiZ
Definition of Economically Disadvantaged Individuals

Socially disadvantaged individuals whose ability to compete in the free
enterprise system has been impaired due to the diminished capital and
credit opportunities as compared to others in the same or similar line of
business who are not socially disadvantaged.
30
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 2: Identifying a Small Business
002J – Identifying Small Biz
New regulation (Sept. 17, 2007) regarding Alaskan Native
Corporations and Indian Tribes
* Subcontracts count towards goals for SB and SDB,
regardless of the size or SBA certification status.
* This new provision does not apply to Hawaiian Native owned firms.
31
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 2: Identifying a Small Business
002K – Identifying Small BiZ
Definition of Woman-Owned Small Business (FAR 19.001)

A small business firm at least 51% owned by one or more women, or, in
the case of any publicly owned business, at least 51% of the stock of
which is owned by one or more women; and whose management and
daily business operations are controlled by one or more women. DoD
does not consider Woman-owned businesses as disadvantaged.
32
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 2: Identifying a Small Business
002L – Identifying Small BiZ
Historically Black Colleges & Universities and Minority Institutions
(HBCUs/MIs) (DFARS 252.219-7003)

Minority Institutions are those organizations having significant minority
enrollment.

Designated minority groups include African Americans, Native Americans,
Hispanic Americans, Asian Americans, and Pacific Islanders.

The latest list of HBCUs can be obtained at
www2.ed.gov/about/inits/list/whhbcu/edlite-list.html

The latest list of MIs can be obtained at

www2.ed.gov/about/offices/list/ocr/edlite-minorityinst-list-tab.html
33
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 2: Identifying a Small Business
002M – Identifying Small BiZ
Definition of HUBZone Empowerment (Public Law 104-135)

Historically Underutilized Business Zone.

An area located within one or more qualified census tracts.

Qualified non-metropolitan counties (Rural Districts).

Lands within the external boundaries of an Indian Reservation.

HUBZones have higher unemployment and lower salaries than the state
average.
34
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 2: Identifying a Small Business
002N – Identifying Small BiZ
Definition of Veteran-Owned Small Business Concern

A small business firm where, not less than 51% of which is owned by one
or more veterans (as defined at 38 U.S.C. 101(2) or, in the case of any
publicly owned business, not less than 51% of the stock of which is
owned by one or more veterans; and the management and daily business
operations of which are controlled by one or more veterans.
35
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 2: Identifying a Small Business
002O – Identifying Small BiZ
Definition of Service-Disabled Veteran-Owned
Small Business Concern

A small business firm where not less than 51% of which is owned by one
or more service-disabled veterans or, in the case of any publicly owned
business, not less than 51% of the stock of which is owned by one or
more service-disabled veterans; and the management and daily business
operations of which are controlled by one or more service-disabled
veterans or, in the case of veteran with permanent and severe disability,
the spouse or permanent caregiver of such veteran.
36
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 2: Identifying a Small Business
002P – Identifying Small BiZ
(Native American) Indian Incentive Program (FAR 26.101, 52.226-1)

The Indian Incentive Program provides an incentive to prime contractors
that use Indian Organizations and Indian-Owned Economic Enterprises as
subcontractors.

The program allows for an incentive payment to the prime contractor
equal to 5% of the amount paid to a performing Indian subcontractor, if it
is authorized by the contract.

Indian organization means the governing body of any recognized Indian
tribe or Indian entity.
37
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 2: Identifying a Small Business
002Q – Identifying Small BiZ
(Native American) Indian Incentive Program (FAR 26.101, 52.226-1)

Indian-Owned economic enterprise means any Indian-owned (as
determined by the Secretary of the Interior) commercial, industrial, or
business activity established or organized for the purpose of profit,
provided that Indian ownership shall constitute not less than 51 percent of
the enterprise.
38
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 2: Identifying a Small Business
002R – Identifying Small BiZ
Mentor-Protégé Program (DFARS 219.71)
Public Law 101-510, the National Defense Authorization Act of 1991,
as amended, established the Pilot Mentor-Protégé Program.

Provides incentives to prime contractors (mentors) to assist small
disadvantaged businesses (SDB) firms (protégés) in enhancing their
technical and business capabilities.

Hopefully lead to increased SDB participation as subcontractors in
Federal and commercial contracts.

Fosters the establishment of long-term business relationships.

Firms are eligible to be mentors if they are currently performing a contract
with an approved subcontracting plan and are currently eligible for the
award of Federal contracts.
39
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 2: Identifying a Small Business
002S – Identifying Small BiZ
Mentor-Protégé Program (DFARS 219.71)

Firms eligible to be a protégé:
• SDB firms or
• Qualifying organization that employ the severely disabled

Recent law allows HUBZones, WOSBs and VOSBs to be protégés.

Mentors and Protégés are required to execute a formal agreement that
sets forth the type of developmental assistance that will be provided to the
protégé.

Mentor-Protégé Programs may be for credit or reimbursement.
40
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 3: How Small Business Programs Work

This Module introduces the key elements of a successful Small Business
Program. A rating system is provided to assist in the assessment of your
current program and the suggested levels for reaching an “Outstanding”
rating.
41
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 3: How Small Business Programs Work
003A – Small Business Program Success
What should an effective small business
subcontracting program include?
Answer: A
Ten Key Elements
1.
Management Support.

A. 10 Key Elements
2.
An active SBLO.

B. 8
3.
A good Subcontracting Plan.

C. 6
4.
Matchmaker SB Training.

D. 4
5.
Meeting SB Goals & Objectives.

E. As many as it takes
6.
A good Outreach Program.
(check one)
7.
Connected to a Regional Council and a
PTAC/PTAP.
8.
Active Procurement Staff Participation.
9.
Connection to CCR & Dynamic Small
Business Search.
10.
Accurate and On-Time reporting.
42
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 3: How Small Business Programs Work
003B – Small Business Program Success
1. Management Support
SCORE GUIDE
1 = No management support.
3 = Management has minimal program
knowledge.
My company score is:
1 2 3 4 5 6 7 8 9 10
5 = Management knows about the
program.
7 = Management actively endorses the
program.
9 = Management endorses, monitors
and participates in the program.
Mark Score Here: ______
43
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 3: How Small Business Programs Work
003C – Small Business Program Success
2. An Active SBLO
SCORE GUIDE
1 = Our company does not have an
SBLO.
My company score is:
1 2 3 4 5 6 7 8 9 10
3 = Our SBLO has not been
“Matchmaker” certified.
5 = Our SBLO is “Matchmaker” certified
and is involved with at least 5 of the
success elements.
7 = Same as 5 but does 7 of the
success elements.
9 = Same as 5 but does all 10 elements.
Mark Score Here: ______
44
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 3: How Small Business Programs Work
003D – Small Business Program Success
3. A Good Subcontracting Plan
My company score is:
1 2 3 4 5 6 7 8 9 10
Mark Score Here: ______
SCORE GUIDE
1 = My company does not have a
subcontracting plan.
3 = Our subcontracting plan is not
approved by the agency buying
office.
5 = Our subcontracting plan is current
and approved by the agency buying
office.
7 = Same as 5 and we are actively
working our plan.
9 = Same as 5 and we are meeting our
plan goals.
10 = Same as 5 and we are exceeding
our plan goals.
45
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 3: How Small Business Programs Work
003E – Small Business Program Success
4. Matchmaker SB Training
SCORE GUIDE
1 = My company does not have a
training module for Small Business.
My company score is:
1 2 3 4 5 6 7 8 9 10
5 = We are scheduled for “Matchmaker”
training in the next 6-12 months.
10 = We are “Matchmaker” Certified.
Mark Score Here: ______
46
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 3: How Small Business Programs Work
003F – Small Business Program Success
5. Meeting SB Goals & Objectives
SCORE GUIDE
1 = My company has no goals or
objectives for small business.
My company score is:
1 2 3 4 5 6 7 8 9 10
3 = People are aware of subcontracting
goals.
5 = Management has established
company small business goals.
7 = Company goals are established and
metrics reported.
9 = Same as 7, most goals are being
met.
Mark Score Here: ______
10 = Same as 7, all goals are being met
or exceeded.
47
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 3: How Small Business Programs Work
003G – Small Business Program Success
6. A Good Outreach Program
SCORE GUIDE
1 = Our company does not do Outreach.
3 = Our SBLO does limited Outreach.
My company score is:
1 2 3 4 5 6 7 8 9 10
5 = Our Company has an active
Outreach Program.
7 = Our company is active and has
participated in one or more
matchmaking events.
9 = Same as 7, we have connected to
sources through this process.
Mark Score Here: ______
48
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 3: How Small Business Programs Work
003H – Small Business Program Success
7. Connected to a Regional Council
and a PTAC/PTAP
SCORE GUIDE
1 = What's a PTAC/PTAP?
3 = How do I connect to the SBA and a
Region Council?
My company score is:
1 2 3 4 5 6 7 8 9 10
5 = Our company is active in our
Regional Council.
7 = Same as 5, and we work with our
state PTAC/PTAP.
9 = Same as 7 and we are on a
“Matchmaker” Sub-Committee.
Mark Score Here: ______
SBA = Small Business Administration
PTAC = Procurement Technical Assistance
Center
PTAP = Procurement Technical Assistance Program
49
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 3: How Small Business Programs Work
003I – Small Business Program Success
8. Active Procurement Participation
SCORE GUIDE
1 = Procurement staff is untrained.
3 = Procurement staff is aware.
5 = Procurement staff is active.
My company score is:
1 2 3 4 5 6 7 8 9 10
7 = Procurement staff is “Mark I
Matchmaker” Certified.
9 = Same as 7, and procurement is
meeting the goals.
Mark Score Here: ______
50
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 3: How Small Business Programs Work
003J – Small Business Program Success
9. Connection to CCR – Dynamic
Small Business Search
My company score is:
1 2 3 4 5 6 7 8 9 10
SCORE GUIDE
1 = What is CCR – Dynamic Small
Business Search?
3 = How do I use CCR - Dynamic Small
Business Search ?
5 = CCR - Dynamic Small Business
Search is used to verify
certifications.
7 = Our database is checked against
CCR - Dynamic Small Business
Search database regularly.
Mark Score Here: ______
9 = Same as 7, and we are compliant.
CCR - WWW.CCR.GOV (click on Dynamic Small
Business Search)
51
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 3: How Small Business Programs Work
003K – Small Business Program Success
10. Accurate and On Time reporting.
SCORE GUIDE
1 = Reporting…What reporting?
3 = What’s an ISR?
5 = ISRs and SSRs are issued.
My company score is:
1 2 3 4 5 6 7 8 9 10
7 = Same as 5, and all data is
compliant.
9 = Same as 7, and reports are issued
on time.
ISR – Individual Subcontracting Report
(formerly SF294).
Mark Score Here: ______
SSR – Summary Subcontracting Report
(formerly SF295).
52
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 3: How Small Business Programs Work
003L – Small Business Program Success
How did your company rate?
SCORE CHART
1.
____
10 - 29 score
Unsatisfactory
2.
____
30 - 49 score
Marginal
3.
____
50 - 69 score
Acceptable
4.
____
70 - 90 score
Highly Successful
5.
____
91 - 100 score Outstanding
6.
____
7.
____
8.
____
9.
____
10.
____

Note: This approximate score rating is
subject to other factors and a formal
review by Federal agencies. Individual
results may vary from site to site.
Total: ______
53
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 3: How Small Business Programs Work
003M – Small Business Program Success



OUTSTANDING
Exceeded all negotiated goals or exceeded at least one goal and met all
of the others. [Negotiated goals for rating purposes compares the
percentage goals with the percentage achievements.]
Has exceptional success with initiatives to assist, promote and utilize SB,
SDB, WOSB, HUBZone, VOSB, and SDVOSB. [Examples include, but
are not limited to, participating in a Mentor-Protégé program, performing
compliance reviews at subcontractors' sites, administering a buyer
incentive program, participating in trade fairs, promoting registration in
CCR, and contacting suppliers to encourage SDB and HUBZone
certification.]
An outstanding rating signifies that the company has an exemplary
program that could be used as a model by other contractors in similar
industries.
54
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 3: How Small Business Programs Work
003N – Small Business Program Success
HIGHLY SUCCESSFUL

Met all of its negotiated goals in the traditional socio-economic categories
(SB, SDB, and WOSB) and met at least one of the newer socio-economic
goals (HUBZone, VOSB, and SDVOSB) for each contract that contains
two or more of these goals.

Has significant success with initiatives to assist, promote and utilize SB,
SDB, WOSB, HUBZone, VOSB and SDVOSB.

Makes an effort to go above and beyond the required elements of the
program and can provide documentation and success stories to support
such efforts.
55
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 3: How Small Business Programs Work
003O – Small Business Program Success
ACCEPTABLE

Demonstrated a good-faith effort to meet all of its goals, but has not met
the rigorous criteria for a Highly Successful or Outstanding rating.

Fulfills the requirements of its subcontracting plan and the regulations.
ISR and SSR reports are complete and accurate.
56
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 3: How Small Business Programs Work
003P – Small Business Program Success
MARGINAL

Deficient in meeting key subcontracting plan elements, the ISR and/or
SSR reports are not correct, or the contractor has failed to satisfy one or
more requirements of a corrective action plan currently in place.

However, contractor's management does show an interest in bringing its
program to an acceptable level and has demonstrated a commitment to
apply the necessary resources to do so. A corrective action plan is
required, and the Administrative Contracting Officer(s) must be notified.
57
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 3: How Small Business Programs Work
003Q – Small Business Program Success
UNSATISFACTORY

Non-compliant with the contractual requirements of DFARS and FAR
52.219-8 and 52.219-9.

Contractor's management shows little interest in bringing its program to
an acceptable level or is generally uncooperative [for example,
recommendations made by SBA or DCMA on previous reviews have
never been implemented].

A corrective action plan is required, and the Administrative Contracting
Officer(s) must be notified.
58
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 3: How Small Business Programs Work
003R – Small Business Program Success
Who is the Small Business Liaison Officer (SBLO)?
Appointment

The Small Business Liaison Officer (SBLO) should have a Letter of
Appointment defining their roles and responsibilities.

Reports directly to the CEO or senior level management and has
influence over all subcontracting activities and can effectively implement
the overall SB Program.

Assures maximum opportunities are afforded to those entities outlined in
the company policy statement.

The cognizant DCMA office should be notified when a new SBLO is
appointed.
59
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 3: How Small Business Programs Work
003S – Small Business Program Success
What is the SBLO responsible for in most organizations?
The SBLO is responsible for the entire program for their organization.

Develop local procedures.

Develop source lists, guides to identify suppliers. Use of CCR, PTAC’s,
SBA, DCMA and other sources.

Ensure updates to supplier base and that on going efforts are being made
to locate, utilize and develop SB, SDB,WOSB, HUBZone, SDVOSB and
VOSB vendors.

Attend and sponsor procurement conferences.

Brief management and other personnel involved in the supply chain
management on SB program.
60
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 3: How Small Business Programs Work
003T – Small Business Program Success
What is the SBLO responsible for in most organizations?
The SBLO is responsible for the entire program for their organization.

Conduct training for all personnel involved in the subcontracting effort.

Completion of ISR/SSR semi-annually.

Use of Sub-Net (SBA’s program) and United States Air Force Interactive
Mall to advertise subcontracting opportunities.

Networking with industry SBLO’s, PTAC/PTAP, DCMA and SBA.
61
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 3: How Small Business Programs Work
003U – Small Business Program Success
Important: Small Business Programs are subject to monitoring
and review by DCMA and the SBA.

DCMA Offices provide performance data to Contracting Officers when
evaluating the subcontracting plans prior to contract award.

5 year trend data is maintained on the contractor’s overall performance

At contract completion, the Contracting Officer is provided a copy of the
results of your individual contract performance.

Monitor your program from every aspect.

Reduce the size of the supplier base and maintain long-term
relationships.

Ensure that small business concerns have an opportunity to compete over
a period of time; therefore the search should be continuous.
62
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 3: How Small Business Programs Work
003V – Small Business Program Success

Ongoing process involves all personnel involved in the supplier process.

Recommended that you request continuous input/feedback/reporting from
these individuals so that you have the information readily available.

Upon completion of the review, it is requested that an exit briefing be
scheduled with the CEO/President or senior management.

A program rating will be assigned as a result of the review. The five
categories were previously identified.
63
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 4A: Preparing a Small Business Subcontracting
Plan

This Module will provide the information needed to prepare a Small
Business Subcontracting Plan as part of a proposal or contract.

The required elements are covered as well as the calculation methods
used in establishing the goals. Incentive programs are also discussed.
64
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 4A: Preparing a Small Business Subcontracting
Plan 004A – Select Plan Type
First, Select the Plan Type
A separate plan for each

For Example:
Individual Subcontracting Plan
(FAR 19.704(a))
contract over:

OR another plan type
$1,500,000
(Construction)
$650,000
65
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 4A: Preparing a Small Business Subcontracting
Plan 004B – Select Plan Type
Commercial plan (FAR 19.704(d))

A subcontracting plan (including goals) that covers the offeror's fiscal year
and that applies to the entire production of commercial items sold by
either the entire company or a portion thereof (eg., division, plant, or
product line).

Preferred type of subcontracting plan for contractors furnishing
commercial items (FAR 19.701).

Submitted to (1) the first Contracting Officer awarding a contract subject to
the plan during the contractor’s fiscal year or (2) if the contractor has
ongoing contracts with commercial plans, to the Contracting Officer
responsible for the contract with the latest completion date.

Approved plan shall remain in effect during the contractor’s fiscal year for
all Government contracts during that period.
66
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 4A: Preparing a Small Business Subcontracting
Plan 004C – Select Plan Type
Comprehensive Subcontracting Plan (DFARS 219.702(a))
 DoD is currently conducting a test program to determine whether a corporate,
division, or plant-wide basis will increase subcontracting opportunities for small
business concerns.
 The test is being conducted from October 1, 1990 through
September 30, 2011.
 No Incentive Clauses are applicable during the period of the test program.
Eligible contractors are large business concerns at the major (total)
corporate level that during the preceding fiscal year:
 Were performing under at least 3 DoD Contracts, and were paid $5 million or
more for the contracts.

Achieved a small disadvantaged business goal of 5% or more during the
preceding year.
67
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 4A: Preparing a Small Business Subcontracting
Plan 004D – Select Plan Type
Comprehensive Subcontracting Plan (DFARS 219.702(a))
Comprehensive subcontracting plans:

Are negotiated on an annual basis by DCMA.

Incorporated into all contractors’ active DoD contracts, which require a
plan.

Use by all DoD Contracting Officers in contracts which require a plan
awarded contractors during the test period.

Not subject to application of the liquidated damages during the period of
the test.
68
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 4A: Preparing a Small Business Subcontracting
Plan 004E – Select Plan Type
Master Plan

A subcontracting plan that contains all the required elements of an
individual contract plan, except goals (and description), and may be
incorporated into individual contract plans, provided the master plan has
been approved.
69
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 4A: Preparing a Small Business Subcontracting
Plan 004F – Select Plan Type
Master Subcontracting Plan (FAR 19.704(b))

Incorporated, maintained and updated by the contractor’s cognizant
contract administration office and established on a plant or division-wide
basis.

Contains all required elements except goals.

Separate goals for SB, SDB, WOSB, HUBZone, SDVOSB, and VOSB are
submitted for each contract.

Effective for a 3-year period AFTER approval by the Administrative
Contracting Officer.

When incorporated in an Individual Plan, shall apply throughout the life of
the contract.
70
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 4A: Preparing a Small Business Subcontracting
Plan 004G – Select Plan Type
Individual Subcontracting Plan

A subcontracting plan that covers the entire contract period (including
option periods), applies to a specific contract, and has goals that are
based on the offeror's planned subcontracting in support of the specific
contract, except that indirect costs incurred for common or joint purposes
may be allocated on a prorated basis to the contract.
71
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 4A: Preparing a Small Business Subcontracting
Plan 004H – Establish Goals
1. Identify needs to satisfy the contract:
•
Purchased Parts
•
Subcontracts
•
Service Contracts
•
Indirect (MRO) Items
4. Goals

Based on perceived subcontracting
opportunities.

Categorize the dollars and
percentages by business type (i.e.:
small + large = total subcontracted
dollars) SDB, WOSB, HUBZone,
VOSB & SDVOSB are subcategories
of small business.

Goal percentages are calculated
based on total subcontracting dollars.

Prepare a “Goal Sheet” to add to your
Small Business plan.
2. Identify Supplier Ownership Type
3. Estimate Current Cost
•
Cost estimating may be based on
•
Historical Data
•
Supplier Quotes
•
Purchase agreement
72
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 4A: Preparing a Small Business Subcontracting
Plan 004I – Self-Certifications
Contractors acting in good faith
may rely on written representations by
their subcontractors regarding their
small business status or SBA
Certifications, when required by
regulation.
REMEMBER: Credit for Small
Business goals may require a
Certified supplier.
Self Certification is required for:

a small business.

a veteran-owned small business

a service-disabled veteran-owned
small business.

a Woman-owned small business

a small disadvantaged business.
SBA Certification is required for:

HUBZone businesses.
73
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 4A: Preparing a Small Business Subcontracting
Plan 004J – Dollars
 Plan
must include:
- Total dollars to be subcontracted
- Total dollars planned for each category of small
business
- Percentage goals for each category of small
business
74
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 4A: Preparing a Small Business Subcontracting
Plan 004K – Identify Current Suppliers
Identify current Supplier category

Small Business

Large Business

Small Disadvantaged Business

HUBZone Small Business

Woman-Owned Small Business

Veteran-Owned Small Business

Service-Disabled Veteran-Owned
Small Business

HBCU/MI
List Goals for each category
75
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 4A: Preparing a Small Business Subcontracting
Plan 004L – Type Product/Service Contracted
Prepare a matrix showing the
supply/service to be procured and
the SB categories that will provide
the supplies or services
(Helps to identify ideal type of plan)
Identify the source of the supply as:
1. Commercial Item
2. Standard Catalog Item
3. Contract Specific Item
4. Qualified Military Product
5. Sole/Single Source Item
Provide an explanation of the goals
based on the supply mix used in the
plan.
76
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 4A: Preparing a Small Business Subcontracting
Plan 004M – To Calculate Goals
Total planned subcontracting dollars =
Total of all Large and Small Subcontracting dollars
Anticipated spend with companies located in the United States to perform
customer contract
(this is the denominator for ALL GOAL calculations)
77
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 4A: Preparing a Small Business Subcontracting
Plan 004N – Small Business Concerns
Goal percentage to be subcontracted to:
Small Business Dollars / (divided by)
Total Planned Subcontracting Dollars (x100)
= % SB goal
(Congressional goal 23.0%)
78
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 4A: Preparing a Small Business Subcontracting
Plan 004O– Small Business Goals
Total dollars planned / Goal % to be subcontracted to:
Small Disadvantaged Business Concerns
Total Planned Subcontracting Dollars
x100 = % SDB goal
(Congressional goal 5.0% & includes HBCU/MIs and ANCs)
79
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 4A: Preparing a Small Business Subcontracting
Plan 004P – Small Business Goals
Total dollars planned / Goal % to be subcontracted to:
Woman-Owned Small Business Concerns
Total Planned Subcontracting Dollars
x100 = % WOSB goal
(Congressional goal 5.0%)
80
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 4A: Preparing a Small Business Subcontracting
Plan 004Q – Small Business Goals
Total dollars planned / Goal % to be subcontracted to:
HBCU/MIs
Total Planned Subcontracting Dollars
x100 = % HBCU/MI goal
(Congressional SDB goal 5.0% includes HBCU/MIs)
81
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 4A: Preparing a Small Business Subcontracting
Plan 004R – Small Business Goals
Total dollars planned / Goal % to be subcontracted to:
HUBZone Small Business Concerns
Total Planned Subcontracting Dollars
x100 = % HUBZone goal
(Congressional goal 3.0%)
82
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 4A: Preparing a Small Business Subcontracting
Plan 004S – Small Business Goals
Total dollars planned / Goal % to be subcontracted to:
Veteran-Owned Small Business Concerns
Total Planned Subcontracting Dollars
x100 = % VOSB goal
(Congressional goal 3.0% placed only on Service Disabled)
(VOSB goal includes SDVOSB goal)
83
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 4A: Preparing a Small Business Subcontracting
Plan 004T – Small Business Goals
Total dollars planned / Goal % to be subcontracted to:
Service-Disabled Veteran-Owned Small Business Concerns
Total Planned Subcontracting Dollars
x100 = % SDVOSB goal
(Congressional goal 3.0%)
(Included in VOSB goal)
84
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 4A: Preparing a Small Business Subcontracting
Plan 004U – Small Business Goals
For
any percentage goal less
than the Congressional goal,
provide an explanation as to why
the goal is lower.
85
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 4A: Preparing a Small Business Subcontracting
Plan 004V – Small Business Goals
The Plan must include:

A description of methods used to develop goals.
• Example: How SB content was realistically established based on historical or
Bill of Material sourcing analysis.

A description of methods used to identify potential sources.
• Example: Historical or CCR.

A Statement whether or not offeror included indirect costs in establishing
goals.
• Note: Indirect subcontracting is useful when NO direct subcontracting is
planned ( an allocation method may be used).
86
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 4A: Preparing a Small Business Subcontracting
Plan 004W – Indirect Allocation

If indirect costs (overhead) are included in the goal, then the allocation
method must be explained.

Each firm has its own method to allocate indirect costs to a contract.

For Small Business purposes, one method would be to determine the total
indirect spending for the last year. Analyze the spending by source to
determine which categories the spending falls into.

Once the spending is categorized, determine what percentage of the total
indirect applies to each category of small business.

Apply that percentage to planned indirect costs and add the resulting
dollars to the planned direct dollar spending.
87
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 4A: Preparing a Small Business Subcontracting
Plan 004X – Name of Individual Administering
Individual Responsible for Administrating the Plan :
Employee (name, title, contact information)
who will administer the offeror’s subcontracting program
&
description of duties
Ref: FAR 52.219-9 (d) (10)
88
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 4A: Preparing a Small Business Subcontracting
Plan 004Y – Assurances
Describe
efforts offeror will make to
assure small business concerns have an
equitable opportunity to compete for
subcontracts. See FAR 52.219-9 (e) for
details.
FAR ref: 52.219-9 (d) (8)
89
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 4A: Preparing a Small Business Subcontracting
Plan 004Z – Assurances
 FAR
52.219-9(e) lists 5 functions that a contractor is
expected to perform in implementing its plan:
- Assist small firms by arranging solicitations, time for bid preparation,
quantities, specifications and delivery schedules to facilitate
participation.
- Provide adequate and timely consideration of the potentialities in all
“make-or-buy” decisions.
- Counsel and discuss subcontracting opportunities.
90
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 4A: Preparing a Small Business Subcontracting
Plan 004AA – Assurances
 FAR
52.219-9(e) lists 5 functions that a contractor is
expected to perform in implementing its plan (cont.):
- Confirm that a subcontractor representing itself as a HUBZone firm
is identified as certified in the Central Contractor Registration or by
contacting SBA.
- Provided notice to subcontractors concerning the penalties and
remedies for misrepresentation of business status for the purpose of
obtaining a subcontract that is to be included as part of a goal.
91
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 4A: Preparing a Small Business Subcontracting
Plan 004AB – Assurances
 Statement:
Contractor will cooperate in any studies or surveys
as may be required.
FAR ref: 52.219-9 (d) (10)
 Statement:
Contractor will submit periodic reports as required
ISRs & SSRs (formerly SF 294 & 295).
FAR ref: 52.219-9 (d) (10)
92
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 4A: Preparing a Small Business Subcontracting
Plan 004AC – Assurances
Statement that the offeror will include the following clause:
“Utilization of Small Business Concerns”
(FAR 52.219-8) in all subcontracts that offer further subcontracting
opportunities, and that the offeror will require all subcontractors (except
small business concerns) that receive subcontracts in excess of $650,000
($1,500,000 for construction of any public facility) to adopt a subcontracting
plan that complies with the requirements of this clause.
93
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 4A: Preparing a Small Business Subcontracting
Plan 004AD– Records
FAR 52.219-9(d)(11) lists 6 specific records
that the contractor must agree to maintain:
-- Source lists, guides and other data identifying small
business concerns.
-- Organizations contacted to locate small business
concerns.
94
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 4A: Preparing a Small Business Subcontracting
Plan 004AE – Records (cont.)
Were firms in each of the small business categories solicited?
If not, Why not?
AND,
if applicable,
why the award was not made
95
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 4A: Preparing a Small Business Subcontracting
Plan 004AF – Records (cont.)
 Outreach
efforts to contact trade associations, business
development organizations, conferences and trade fairs.
 Records
of internal guidance and encouragement to buyers
through workshops, seminars, training, etc. and monitoring
performance to evaluate program compliance.
 On
a contract-by-contract basis, records to support award
data including the name, address and business size of each
subcontractor.
96
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 4A: Preparing a Small Business Subcontracting
Plan 004AG – Assurances – Records of Awards of $150,000
Sample Matrix
Received
Award
Solicited
Did not
Respond
Not Solicited
Because
SB
SDB
WOSB
HUBZone
VOSB
SDVOSB
97
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 4B: Preparing a Small Business Participation Plan
 Part
of Source Selection Evaluation (DFARS 215.304)
 If
plans are required by the solicitation, they apply to both
Large and Small Businesses.
 As
specified in DFARS PGI 215_3, Evaluation factors may
include:
--Extent to which SB firms are specifically identified in the
proposal.
>>Should be by name and CAGE.
>>Should identify specific work or components to be
supplied by SB.
98
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 4B: Preparing a Small Business Participation Plan
 Evaluation
factors may include (cont.):
--Extent of commitment to SB firms (enforceable
commitments weighted more heavily than nonenforceable ones).
-- Realism of proposal.
-- Past performance of offerors in complying with
requirements of FAR 52.219-9 and 52.219-8 (i.e. ISR/SF
294 and SSR/SF 295 data over last 3 years).
-- Extent of participation of SB firms in terms of value of the
total contracts.
-- Extent proposal meets or exceeds goals listed in
solicitation.
99
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 4B: Preparing a Small Business Participation Plan
Subcontracting versus SB Participation Example
 Assume
contract with a value of $100 million and
subcontracting of $10 million.
-- 25% SB Percentage in a Subcontracting Plan
SB would receive $2.5 million
-- 25% SB Percentage in a Participation Plan
SB would receive $25 million
100
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 4B: Preparing a Small Business Participation Plan
 Proposal
Evaluations will summarize the plans and list:
-- Significant Strengths
-- Strengths
-- Significant Weaknesses
-- Weaknesses
101
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 4B: Preparing a Small Business Participation Plan
 Things
to Watch
-- Make sure that the SB dollars in the participation plan are
the same as in the subcontracting plan.
-- Do not include your overhead, profit, etc. The dollars
must be what will go to SB.
-- Check CCR/DSBS, etc. and take credit for SB firms in
every category in which they qualify.
-- Do not make statements that the reviewer cannot verify.
-- Be conscious of page limitations.
102
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 5: Small Business Assessment

This module covers the assessment of small business firms in preparation
for solicitations and source selection. A series of recommendations on
the evaluation process are made to assist the user in determining the
probability of subcontractor success. The information will ensure that
buyers do not overlook the capability of small business entities in
performing subcontracts.
103
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 5: Small Business Assessment
005A – SB Assessment
How should small business firms be
assessed and evaluated for prime or
subcontracting opportunities?
Answer: C
This Module covers:
1. Use of evaluation tools
2. The evaluation process

A. Gut feel
3. Fundamental success factors

B. Company brochures
4. Technical/Business Expertise

C. An organized assessment
process
5. Integrity/Ethics/Vision
D. An introduction at a Matchmaker
event
7. Subjective assessment

6. “Owner in the store”
(check one)
104
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 5: Small Business Assessment
005B – SB Assessment
1. Use of Evaluation Tools
 The use of evaluation tools may vary
from state to state and company to
company but here are the basic tool
types to consider.
2. The Evaluation Process
 Key elements that can assist in the
true picture of a company’s capability.
Evaluation Tools:
1. Standard business reports
2. Commercial evaluations
3. Lean Manufacturing
4. CCR Certifications
5. Not on Debarred List (EPLS)
Evaluation Elements
1. Past performance
2. Relationships
3. Inspection and Pre-award Surveys
4. References/History
5. Inventory position
6. Financial status
105
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 5: Small Business Assessment
005C – SB Assessment
3. Fundamental and Critical Success
Factors
Critical Success factors:
1.Adequately capitalized

2. Drive and determination
3. Competitive advantage
4. Demand for product or service
5. Pricing and profit margins
Elements that effect a firms ability to
be successful.
4. Technical Expertise
 The minimum required expertise to
conduct business and projects.
Technical Expertise Required
1. Marketing/Pricing
2. Production
3. Organization and management
4. Financial and Accounting
5. Quality Management
6. Safety and loss control
106
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 5: Small Business Assessment
005D – SB Assessment
5. Integrity/Ethics/Vision
Integrity/Ethics/Vision

1. Honesty
The foundation of any organization is
the ethical basis of the operation.
2. Vision - long term goals
3. People skills
4. Workers that share the vision
6. Expertise
Expertise:

1. Are the skill sets present to do the
work?
The basis for the firms ability to
perform any given task.
2. Is training a way of life?
3. Are there single points of failure?
107
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 5: Small Business Assessment
005E – SB Assessment
7. Owner in the Store
Owner in the Store

1. Is the owner involved on a day
Local management may be key to the
effectiveness of the business unit.
to day basis?
2. Does management have good
financial relations with financing
and professional services?
3. Are they profitable?
4. Is this a serious business for the
owners or just a hobby?
108
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 5: Small Business Assessment
005F – SB Assessment
8. Subjective Assessment
Subjective Assessment:

1. Housekeeping and general
appearance.
Use your experience and the
information from the above items to
help formulate the evaluation report.
2. Is this the company you would do
business with if it was your money?
3. How’s the attitude of the people?
Are they ready to take our order
and perform all aspects of it well?
YES or NO?
109
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 6: Small Business Metrics and Reporting

This Module covers the reporting required against the Small Business
Subcontracting Plans created in Module #4. The ISR and SSR are
reviewed in detail. Optional form OP312 is also discussed.

Note: The information contained herein is for guidance and education only
and does not replace or supersede any Federal Acquisition Regulations
or instructions.

Some of the material to be presented in the following slides was taken
from the eSRS website and from a TRIAD presentation given earlier this
year.
110
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 6: Small Business Metrics and Reporting
006A – Reporting
What is eSRS?

eSRS is the electronic reporting system that replaces paper reporting on
SF294s and SF295s.

SF294 has been replaced with the ISR – Individual Subcontracting
Report.

SF295 has been replaced with the SSR – Summary Subcontracting
Report.
111
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 6: Small Business Metrics and Reporting
006B – Reporting
Individual Subcontracting Report/Summary Subcontracting Report
(ISR/SSR)

Both reports are due semi-annually for those contractors reporting under
Individual Subcontracting Plans.

ALL Contractors including those in the Comprehensive Subcontracting
Program report semi-annually via the SSR (except those with Commercial
Plans).

Contractors under Commercial Plans report via the SSR annually, at the
end of the Government’s fiscal year.

The performance data is based on the Government’s fiscal year between
October 1 through September 30.
112
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 6: Small Business Metrics and Reporting
006C – Reporting
Semi Annual Reporting Means:
Sending the reports to DCMA or the contracting agency on time

Midyear reports are due 30 days after the end of the first reporting period
(March 31), which is April 30 and

30 days after the end of the fiscal year September 30, which is October
30.
113
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 6: Small Business Metrics and Reporting
006D – Reporting
Authority:
 On
July 19, 2008, the Deputy Under Secretary of Defense
issued a Memorandum directing that eSRS be implemented
for FY08 year-end subcontracting reporting for ALL DoD
agencies.
 http://www.acq.osd.mil/osbp/doing_business/e-srs.htm
114
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 6: Small Business Metrics and Reporting
006E – Reporting
FAR 52.219.9
ISR

Report for individual contracts

Data is cumulative during the life of your program as purchased from US
firms

At the end of contract performance, the final data is sent to the
Contracting Officer as a performance record

Timeliness and accuracy of the report is critical

Reports are deliverables under the contract
115
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 6: Small Business Metrics and Reporting
006F – Metrics and Reporting
Contractor Registration in eSRS:

Registration in eSRS is a two-part process - Submitting a
registration request and Waiting for approval from eSRS.

Part 1 – Requesting Approval
1.
Visit www.esrs.gov to register
2.
Select “Contractors” under “Log-In or Register Now”
3.
Select “New Contractors: Register”
4.
Enter your company’s DUNS number
116
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 6: Small Business Metrics and Reporting
006G – Metrics and Reporting
Requesting Approval, (cont’d)
5.
Review your company information. This information is
pulled directly from CCR. If it needs to be updated, stop the
registration process and go to www.ccr.gov to update your
information.
6.
Fill in the contact information.

TIP: Make sure that the DUNS number you are using is the
same as the DUNS number used on the contract you are
submitting the report for.
117
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 6: Small Business Metrics and Reporting
006H – Metrics and Reporting
Part 2 – Registration Approval:
 Check
your email for an email from [email protected] This
email will confirm your registration request. To finish the
registration process, click on the link provided in the email.
118
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 6: Small Business Metrics and Reporting
006I – Reporting
Entering an ISR:
1.
Make sure you are registered in eSRS
2.
Click on “Contractor”
3.
Click on “File ISR” from the left navigation and then on “Continue”.
Because eSRS contains a number of new fields that did not exist on the
SF294, you will need the following for referral:
4.
-
DUNS number as it appears on your contract
-
Product and Service Codes
-
NAICS as it appears on your contract
Enter the contract number (no dashes). If there are existing contracts in
the system under the DUNS number you entered, they will appear in the
drop down menu.
119
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 6: Small Business Metrics and Reporting
006J – Reporting
Entering an ISR (Cont’d)
*** TIP ***
If you get an error message that your contract number does
not match any contracts in the system, contact your
Government contracting official. The contract you are trying to
reference is not coded in FPDS as having a subcontracting
plan. Accordingly, this needs to be updated in FPDS by the
Government before you can proceed with entering your ISR.
120
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 6: Small Business Metrics and Reporting
006K – Reporting
Entering an ISR (Cont’d)
5. Once eSRS has found your contract, indicate whether you are the prime
or the sub for the contract.
6. Your contract information will be pulled directly from FPDS (discussed a
few slides ahead). Ensure that the information provided is correct. If
not, inform your Government contracting official of the error(s).
7. Fill in any open boxes showing on the screen. These represent
information not found in FPDS.
8. Enter the dollar values in each box. All mandatory fields are marked
with a red *. eSRS will automatically calculate percentages.
9. Certify your information and include contact information for the person at
your organization that administers the contract. This may be different
from the person who is submitting the report.
121
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 6: Small Business Metrics and Reporting
006L – Reporting
Entering an ISR (Cont’d)
10.
Include the email addresses of those individuals you would like notified
that your report has been submitted. This must include the Government
contracting official responsible for your contract.
11.
Review the information you have inputted and select “Submit”. Those
that you have designated with email addresses will receive notification
that the report has been filed.
12.
The Approving Official is the Contracting Officer that issued the contract.
122
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 6: Small Business Metrics and Reporting
006M – Reporting
FPDS: Federal Procurement Data Systems – Next Generation

FPDS/NG identifies contracts having subcontracting requirements
https://www.fpds.gov

Use FPDS/NG if you are unable to find or report against a contract in
eSRS.

In FPDS you will find the Contract Number as it will appear in eSRS,
DUNS number, Vendor Name and Location.

If your contract is in FPDS/NG but not in eSRS, then the likely problem is
that the Government contracting official has not checked off that a
subcontracting plan is required.
123
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 6: Small Business Metrics and Reporting
006N – Reporting
SSR

SSR is a report of your entire US Owned Supplier Spend

Data collected should include all direct US Govt. contracts, large and
small dollars as well as indirect dollars with US Firms.

The report is completed semi-annually and covers overall performance on
Federal contracts

The Approving Official for your DoD SSR will be the cognizant Assistant
Director of Small Business at DCMA
124
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 6: Small Business Metrics and Reporting
006O – Reporting
Entering an SSR:
1. Make sure you are registered in eSRS
2. Log into www.esrs.gov and select “Contractor”
3. Click on “File SSR” from the left navigation and then “Continue”.
Because eSRS contains a number of new fields that did not exist on the
SF295, have your DUNS number, Product and Service Codes and
NAICS for referral.
4. Select the type of Subcontracting Plan for which you are submitting the
SSR: “Individual” or “Commercial”.
5. Input your company’s DUNS number. Your company information will be
pulled directly from CCR. If your company information is incorrect, you
must go to www.ccr.gov and update the information before proceeding
with the SSR.
125
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 6: Small Business Metrics and Reporting
006P – Reporting
Entering an SSR (Cont’d)
6.
Input the date submitted and your contact information.
7.
Reporting Period: For a report submitted under an Individual
Subcontracting Plan, select the correct reporting period and year that
corresponds with your report. For a report submitted under a
Commercial Subcontracting Plan, the reporting period and the year are
the dates covered by your Commercial Subcontracting Plan.
8.
For a report submitted under an Individual Subcontracting Plan, select
the “Agency” from the drop-down menu. Do not select “Department of
Defense” as your Agency. You should select the organization at the
Department of Defense that administers the majority of subcontracting
plans (e.g., USAF or USTRANSCOM).
126
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 6: Small Business Metrics and Reporting
006Q – Reporting
Entering an SSR (Cont’d)
9. Check the box indicating whether you are a prime contractor or
subcontractor for this report.
10. Provide the name and NAICS Code of the major product(s) or service
line(s) of your company.
11. Fill in the subcontracting data for each business category. If you are
submitting a report based on a Commercial Subcontracting Plan,
specify agencies to which you are submitting your report and the
percentages of dollars attributable to each. Also indicate which agency
approved your Commercial Subcontracting Plan.
127
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 6: Small Business Metrics and Reporting
006R – Reporting
Entering an SSR (Cont’d)
12. Provide the contact information for the person at your company that administers
your subcontracting program. This person may be different than the person
who is submitting the report. (NOTE: This will not be the name of any
Government contracting official responsible for your contracts.) Then certify that
the information contained in the report is accurate and that the totals do not
include lower-tiers.
Provide the name and title of the CEO in your company. Certify that the CEO
will review your report and will sign a hard copy that will be kept on file for four
(4) years.
14. Include the email addresses of those individuals you would like to be notified
that your report has been submitted. This must include the Government
contracting official responsible for your contract.
15. Review the information you have inputted. Select “Continue” and then “Submit”.
Those that you have designated with email addresses will receive notification
that the report has been filed.
13.
128
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 6: Small Business Metrics and Reporting
006S – Reporting
Optional Form 312
#1 Reason

If a contract contains either of the SDB Participation mechanisms - the
Evaluation Factor for SDB Participation or the Monetary Subcontracting
Incentive- the contracting officer needs a way to determine at contract
completion that the contractor met its SDB target in the authorized NAICS
Major Groups codes. The Optional Form 312 does not have to be
submitted semi-annually, as does the ISR; rather it is submitted only
once, at contract completion.
129
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 6: Small Business Metrics and Reporting
006T – Reporting
Optional Form 312
#2 Reason

Is to provide a way for the Government to collect comprehensive
subcontracting data by NAICS code. This information will enable the
Dept. of Commerce to fine-tune its industry benchmarks in subcontracting.
It will be accomplished by requiring all Government contractors that
normally submit the Summary Subcontract Report, to include a breakout
of subcontract awards to SDBs by NAICS code.
130
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 6: Small Business Metrics and Reporting
006U – Reporting
NOTE:

Effective Oct 1, 2000, FAR Clause 52.219-9, under Paragraph (j)(2), SSR
Reporting, changed to read as follows: “All reports at the close of each
fiscal year (both commercial and individual plans) shall include a
breakout, in the Contractors format, of subcontract awards, in whole
dollars, to Small Disadvantaged Business concerns by NAICS
Classification Industry Subsector. For a Commercial Plan, the Contractor
may obtain from each of its subcontractors a predominant NAICS Major
Group and report all awards to that subcontractor under its predominant
NAICS Code.
131
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 6: Small Business Metrics and Reporting
006V – Reporting
Common mistakes on the forms:
Make sure the data is ACCURATE
 Block 2: Wrong or incomplete DUNS Number
 Block 6: Administering Activity. If you are reporting to NASA or Civilian
Agencies, you will have to issue a SSR to those agencies. DCMA does
not collect data for the Corps of Engineers – they have their own reporting
mechanism.
 Block 7: Report on both subcontract number, if applicable, and
appropriate contract #.
 Block 8: Use most recent address and street number for the Buying
Activity.
 Ensure data is cumulative on an annual basis for the SSR and for the life
of the contract for the ISR.
132
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 7: Information Resources and FAQs

This Module covers Frequently Asked Questions and the resources to
help find the answers. It is an overall resource management section for
small business professionals.

This is a starter module and should be enhanced as new questions come
up in the training sessions.
133
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 7: Information Resources and FAQs
007A – FAQ #1
FAQ #1:
Q: A supplier states they are certified as a minority business by the State of
Connecticut. Is that certification valid for a DOD prime contractor?
A: NO. A supplier is considered a Small Disadvantaged Business if they
are self-certified by signed statement from responsible company
management.
134
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 7: Information Resources and FAQs
007B – FAQ #2
FAQ #2:
Q: Are certifications from the National Minority Supplier Development
Council or the U.S. Department of Transportation valid for US DOD
contractors?
A: NO. A supplier is considered a Small Disadvantaged Business if they
are self-certified by signed statement from responsible company
management.
135
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 7: Information Resources and FAQs
007C – FAQ #3
FAQ #3:
Q: A Woman-Owned Small Business is certified by a National WomanOwned Supplier Organization. Is this certification valid for US DoD
contractors?
A: NO. A supplier is considered a Woman-Owned business if they are selfcertified by signed statement from responsible company management.
136
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 7: Information Resources and FAQs
007D – FAQ #4
FAQ #4:????
Q: A Woman-Owned Small Business claims to also be a DBE.
Is this valid proof they also are certified as an SDB and valid for US
DOD contractors?
A: NO. A supplier is considered a Woman-Owned business if they are selfcertified by signed statement from responsible company management.
137
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 7: Information Resources and FAQs
007E – FAQ #5
FAQ #5:
Q: Where can I get information about small businesses in my state?
A: The SBA Office, the Dynamic Small Business Search, or the
Procurement Technical Assistance Center/Procurement Technical
Assistance Program (PTACs or PTAPs near you).
PTACs or PTAPs are very helpful in connecting you with local small
businesses.
138
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 7: Information Resources and FAQs
007F – PTAC/PTAP Contacts
Contact List of Northeast PTACs/PTAPs

NH – David Pease
phone: 603-271-7581
email: [email protected]
website: www.nheconomy.com/ptac

ME – Jaci Hancock
phone: 207-942-6389
website : www.emdc.org

CT – Brien Robertson
phone: 860-437-4659 x208
email: [email protected]
website : www.secter.org/ptap.htm

VT – Robin Miller
phone: 802-828-5240
email: [email protected]
website : www.thinkvermont.com/vtptac

RI - Dorothy Reynolds
phone: 401-222-2601
website : www.riptac.com

MA - Peter Cokotis
phone: 413-737-6712
email: [email protected]
website : www. msbdc.org/ptac

NY is divided into regional programs. Go to www.aptac-us.org or
www.dla.mil/db/procurem.htm for a list.
email: [email protected]
email: [email protected]
139
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 8: Staying Current

This module is about keeping up with the changes to the regulations and
policy statements that govern small business subcontracting.
140
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 8: Staying Current
008A
Stay on top of what is happening in the world of Small Business!
 Stay current on the changes to the Federal Acquisition Regulations
concerning small business programs.
 Stay abreast of pending legislation in the Federal Register.
 Inform company management about legislative changes.
 Keep company management informed on small business trends.
 Point out the strengths and weaknesses in your program.
 Maintain measurements of your program. Note your successes. Provide
continuous improvement methods on weaknesses.
 Continue to develop new suppliers to enhance your program.
 Maintain contact with your SBA, PTAC/PTAP.
 Get involved in your Regional Council.
 Attend conferences and matchmaker events.
141
SMALL BUSINESS LIAISON OFFICER TRAINING
Module 8: Staying Current
008B
DO OUTREACH!!
142
SMALL BUSINESS LIAISON OFFICER TRAINING
Expressions from a winning American Icon
“ It's deja vu all over again"- Yogi Berra
Learn from last year’s SSR (formerly SF295) and try to improve performance
every year
“ You can observe a lot by watching” - Yogi Berra
We hope that watching this training was helpful
“ We made too many wrong mistakes” - Yogi Berra
Wrong mistakes are the worst kind…don’t make em’.
Hope we helped you to avoid them.
“ It ain't over 'til it's over” - Yogi Berra
Well...It’s Over!
143
SMALL BUSINESS LIAISON OFFICER TRAINING
Resources
DEFENSE DEPARTMENT AGENCIES
Air Force Small Business
http://selltoairforce.org/
Army
http:www.acquistion.army.mil/asfi/
Marine Corps
http://www.hqmc.usmc.mil/ilweb.nsf
Navy
http://www.abm.rda.hq.navy.mil/
Defense Acquisition University
http:www.dau.mil/
Defense Advanced Research Projects Agency (DARPA)
http://www.darpa.mil/sbir/
144
SMALL BUSINESS LIAISON OFFICER TRAINING
Resources
DEFENSE DEPARTMENT AGENCIES
Defense Automated Printing Service
http://www.daps.dla.mil/
Defense Contract Management Agency
http://www.dcma.mil
Defense Logistics Agency
http:www.dla.mil/
Defense Logistics Information Service, Battle Creek, MI
http://www.dlis.dla.mil/
Defense Logistics Agency Forms
http://www.dla.mil/dss.forms/
Defense Procurement Acquisition Policy
http://www.acq.osd.mil/dpap/
145
SMALL BUSINESS LIAISON OFFICER TRAINING
Resources
DEFENSE DEPARTMENT AGENCIES
Defense Reutilization and Marketing Svc. Battle Creek, MI
http://www.drms.dla.mil/
Defense Technical Information Service
http://www.dtic.mil/dtic/
Department of Defense Office of Small Business
http://www.acq.osd.mil/osbp/
List of DoD Small Business Specialists
http://www.acq.osd.mil/osbp/doing_business/index.htm
Small Business Tutorials by Air Force Outreach Programs Office
www.selltoairforce.org/Training/Training.aspx
146
SMALL BUSINESS LIAISON OFFICER TRAINING
Resources
DEFENSE DEPARTMENT SMALL BUSINESS PROGRAMS
HBCU/MI
http://www.acq.osd.mil/osbp/programs/hbcumi/Home.htm
Indian Incentive
http://www.acq.osd.mil/osbp/iip/index.htm
Mentor Protégé
http://www.acq.osd.mil/osbp/mentor_protege
Small Business Innovative Research
http://www.acq.osd.mil/osbp/sbir/index.htm
Veterans
http://www.acq.osd.mil/osbp/programs/veterans/index.htm
Woman
http://www.acq.osd.mil/osbp/programs/wosb/index.htm
147
SMALL BUSINESS LIAISON OFFICER TRAINING
Resources
OTHER FEDERAL AGENCIES
Department of Commerce
http://www.commerce.gov/
Department of Transportation
http://www.dot.gov
General Services Administration (GSA)
http://www.gsa.gov/
US Government Printing Office
http://www.access.gpo.gov/
National Aeronautics and Space Administration (NASA) Small
Business
http://www.osbp.nasa.gov/
Office of Government Ethics
http://www.usgov.gov/
148
SMALL BUSINESS LIAISON OFFICER TRAINING
Resources
OTHER FEDERAL AGENCIES
Federal Acquisition Regulation
http://www.arnet.gov/far/
http://farsite.hill.af.mil
NSA
http://www.nsaarc.net/
149
SMALL BUSINESS LIAISON OFFICER TRAINING
Resources
OTHER FEDERAL AGENCIES
Center for Veterans Enterprise
http://www.vetbiz.gov
Office of Personnel Management
http://www.opm.gov
Small Business Administration
http://www.sba.gov
U.S. House of Representatives
http://www.house.gov/
U.S. Senate
http://www.senate.gov/
The White House
http://www.whitehouse.gov/
150
SMALL BUSINESS LIAISON OFFICER TRAINING
Resources
OTHER USEFUL GOVERNMENT WEBSITES
Acquisition Central
http://www.arnet.gov/
Central Contractor Registration
http://www.ccr.gov/
Code of Federal Regulations
http://www.gpoaccess.gov/cfr/
Federal Acquisition Regulation
http://www.arnet.gov/far
http://farsite.hill.af.mil
Federal Register
http://www.gpoaccess.gov/fr
Listing of Federal Opportunities
http:// www.fedbizopps.gov
151
SMALL BUSINESS LIAISON OFFICER TRAINING
Resources
OTHER USEFUL GOVERNMENT WEBSITES
DLA FormFlow Index
http://www.dla.mil/dss/forms/
GSA Forms Library
http://www.gsa.gov/Portal/gsa/ep/formslibrary.do?formType=ALL
National Security Agency
http://nsa.gov
Office of Government Ethics Forms
http://www.usoge.gov/index.html
Office of Personnel Management Electronic Forms
http://www.opm.gov/forms/html/formflow.asp
Historically Black Colleges & Universities and Minority Institutions
http.//www.ed.gov/about/inits/list/whhbcu/edlite-list.html
http://www.ed.gov/about/offices/list/ocr/edlite-minorityinst-list-tab.html
152
SMALL BUSINESS LIAISON OFFICER TRAINING
Resources
OTHER USEFUL WEBSITES
The Federal Marketplace:
http:// www.fedmarket.com
National Industries for the Blind (NIB)
http://www.nib.org
National Industries for the Severely Handicapped (NISH)
http://www.nish.org
National Association of Women Business Owners (NAWBO):
http://www.nawbo.org
Womenbiz
http://www.womenbiz.gov
153
SMALL BUSINESS LIAISON OFFICER TRAINING
Appendix A (go to website – www.acq.osd.mil/osbp)
154
SMALL BUSINESS LIAISON OFFICER TRAINING
Appendix A (go to website – www.acq.osd.mil/osbp)
155
SMALL BUSINESS LIAISON OFFICER TRAINING
This training was brought to you by:
The Department of Defense
Northeast Regional Council
for Small Business Education and Advocacy
http://www.dodneregional.org
Visit us Often!
Revised: October 2010
Download

small business - Department of Defense Northeast Regional Council

get an essay or any other
homework writing help
for a fair price!
check it here!