Federal Business Opportunities Understanding Federal Acquisition: How to Decipher Federal Requirements Ms. Marichu Relativo Procurement Analyst Procurement Center Representative (PCR) Office of Government Contracting (GC) -- advocates on behalf of small business in the federal procurement world. SBA/2009 1 How to Get From Here SBA/2009 2 To Here… SBA/2009 3 Small Business Programs & Government-wide Goals 23% - Small Business (SB) 5% - Small Disadvantaged Business (SDB) (includes 8(a) Business Development) 5% - Women-owned Small Business (WOSB) 3% - Service Disabled Veteran Owned SB (SDVOSB) 3% - HUBZone Small Business FAR Part 19, Public Laws, Code of Federal Regulations (13 CFR) Guam Oct 2010 www.sba.gov 4 Understanding The Basics Acquisition Methods: Micro Purchases (Under $2,500/$3,000) Simplified Purchases (Under $150,000) Sealed Bidding (Formal above $150,000/low price) Contract Negotiation (Formal above $150,000/Best Value) Consolidated Purchasing Programs (GSA, MATOC, JOC) * Under $150,000 reserved for small business (FAR 19.5) SBA/2009 5 Acquisition Methods Simplified Acquisition Request For Quotation (RFQ) -Under $100K $150K -Informal -Simplified (SAP) -Supplies -Services -Construction -FAR 13 -SF 18, 1449 or DD 2555 Commercial Buy (Combined Synopsis/ Solicitation) Sealed Bidding Acquisition Invitation For Bid (IFB) Negotiated Acquisition Request For Proposal (RFP) -Under $5.5M $6.5M -Informal -Formal -Supplies -Services -FAR 12 -FAR 14 -FAR 15 -SF 1449 - Above $100K $150K -Formal -Seal Bid -Price Only -Supplies -Services -Construction -FAR 14 -SF 33, 1442 -Above $100K $150K -Formal -Negotiated -Best Value -Supplies -Services -Construction -FAR 15 -SF 33, 1442 Type of Notices in FBO Pre-solicitation Advance Notice that a solicitation is forthcoming. This is posted Notice 15 days prior to the solicitation being available. Used in formal acquisition (RFP & IFB) Solicitation Changes to the Pre-solicitation notice or Solicitation (due date, specifications, etc) Combined Synopsis/ Solicitation Informal/formal solicitation used for commercial items/buys. Complete scope of work/specification provided in the announcement. Solicitation copy is provided. Evaluation - price alone and/or other factors. Response time: 10–30 days. Sources Sought Gathering information/Market Research. No solicitation available. Agency will make a determination on procurement based of information received (i.e., set aside for HUBZone, SDVOSB, 8(a), or full/open). Request information (statement of qualification) or list of questions. The response time is between 10 – 45 days. SBA/2009 7 Type of Notices in FBO Con’t Special Notice Used for Information Purpose Only, Sources Sought, Notice of a sole source procurement, and Recovery Act procurement. Provide information of a vendor fair/industry day; upcoming specific event, pending new requirements/changes. Award Notice of award and information pertaining to the award above $3.5 million (with exceptions at 5.303(a)). Only formal solicitation the award notice is posted. There is no requirement to post or notify firms/vendors of informal solicitation. All Recovery Act Funded projects will be posted for subcontracting opportunities. Cancellation Announcement/solicitation has been canceled Modification/ Amendment Changes to the Pre-solicitation notice or Solicitation (due date, specifications, etc) SBA/2009 8 Solicitation Phase Solicitation Number: FA5004-09-R-C001 Agency Code Fiscal Year FA5004 Dept of Defense 09 Type of Solicitation Control Number R C001 R – Request for Proposal B – Invitation for Bid Q – Request for Quote Solicitation # is reference prior to award / Contract # is referenced after award SBA/2009 9 The Award Contract Number: W911KB-09-C-0034 Agency Code Fiscal Year W911KB Dept of Defense 09 Type of Solicitation C Control Number 0034 C – Contract D – Delivery Order Contract P – Purchase Order Solicitation # is reference prior to award / Contract # is referenced after award SBA/2009 10 Where to Begin… SBA/2009 11 Watch the Video & Sign Up SBA/2009 12 Email Notification of Projects SBA/2009 13 SBA/2009 14 See List SBA/2009 15 Federal Supply Codes (FSC) 10 -- Weapons 11 -- Nuclear ordnance 12 -- Fire control equipment 13 -- Ammunition & explosives 14 -- Guided missiles 15 -- Aircraft & airframe structural components 16 -- Aircraft components & accessories 17 -- Aircraft launching, landing & ground handling equipment 18 -- Space vehicles 19 -- Ships, small craft, pontoons & floating docks 20 -- Ship and marine equipment 22 -- Railway equipment 23 -- Ground effects vehicles, motor vehicles, trailers & cycles 24 -- Tractors 25 -- Vehicular equipment components 10/20/2010 26 -- Tires and tubes 28 -- Engines, turbines & components 29 -- Engine accessories 30 -- Mechanical power transmission equipment 31 -- Bearings 32 -- Woodworking machinery and equipment 34 -- Metalworking machinery 35 -- Service and trade equipment 36 -- Special industry machinery 37 -- Agricultural machinery & equipment 38 -- Construction, mining, excavating & highway maintenance equipment 39 -- Materials handling equipment 40 -- Rope, cable, chain & fittings 41 -- Refrigeration, air-conditioning & air circulating equipment 42 -- Fire fighting, rescue & safety equipment www.sba.gov 16 Federal Supply Codes (FSC) 43 -- Pumps & compressors 44 -- Furnace, steam plant & drying equipment; & nuclear reactors 45 -- Plumbing, heating, & sanitation equipment 46 -- Water purification & sewage treatment equipment 47 -- Pipe, tubing, hose & fittings 48 -- Valves 49 -- Maintenance & repair shop equipment Hand tools 52 -- Measuring tools 53 -- Hardware & abrasives 54 -- Prefabricated structures and scaffolding 55 -- Lumber, millwork, plywood & veneer 56 -- Construction & building materials 58 -- Communication, detection, & coherent radiation equipment 10/20/2010 59 -- Electrical and electronic equipment components 60 -- Fiber optics materials, components, assemblies & accessories 61 -- Electric wire & power & distribution equipment 62 -- Lighting fixtures & lamps 63 -- Alarm, signal & security detection equipment 65 -- Medical, dental & veterinary equipment & supplies 66 -- Instruments & laboratory equipment 67 -- Photographic equipment 68 -- Chemicals & chemical products 69 -- Training aids & devices 70 -- General purpose information technology equipment 71 -- Furniture www.sba.gov 17 Federal Supply Codes (FSC) 72 -- Household & commercial furnishings & appliances 73 -- Food preparation and serving equipment 74 -- Office machines, text processing systems & visible record equipment 75 -- Office supplies and devices 76 -- Books, maps & other publications 77 -- Musical instruments, phonographs & home-type radios 78 -- Recreational & athletic equipment 79 -- Cleaning equipment and supplies 80 -- Brushes, paints, sealers & adhesives 81 -- Containers, packaging, & packing supplies 83 -- Textiles, leather, furs, apparel & shoe findings, tents & flags 84 -- Clothing, individual equipment & insignia 85 -- Toiletries 87 -- Agricultural supplies 88 -- Live animals 89 -- Subsistence 91 -- Fuels, lubricants, oils & waxes 93 -- Nonmetallic fabricated materials 94 -- Nonmetallic crude materials 95 -- Metal bars, sheets & shapes 96 -- Ores, minerals & their primary products 99 -- Miscellaneous Access the complete list: http://www.dlis.dla.mil/H2/default.asp 10/20/2010 www.sba.gov 18 Product & Service Codes (FSC) SBA/2009 19 Sole Source 8(a) is not posted See list for definition SBA/2009 20 Federal Supply Classification 71 SBA/2009 http://www.dlis.dla.mil/H2/default.asp 21 SBA/2009 22 Combine Synopsis/Solicitation The same information in the ORCA file completed on line in CCR (https://orca.bpn.gov/ OR https://www.ccr.gov/) SBA/2009 23 Obtain FAR Clauses-Full Text Websites: http://farsite.hill.af.mil/ or http://acquisition.gov/far/ or http://www.arnet.gov/far/ SBA/2009 24 Federal Acquisition Regulation Note: Some clauses are “incorporated by reference” in the solicitation. Obtain/read the full text (terms & conditions; payment; payments, etc…) SBA/2009 25 Quotes Vs. Formal Quotes are informal – vendors can ask questions, change amount, make recommendations, provide options/alternative items/methods with different price - up to the point of award. (FAR 13.004, 13.106-2) SBA/2009 26 Sample Quote May email/fax this information to the agency SBA/2009 27 Formal Solicitation Format Sections K, L, & M are not included in the award document SBA/2009 28 View Solicitations All solicitations are posted in the Federal Business Opportunity (FedBizOpps) Download solicitation, specifications, drawings Understand the relevant purchasing regulations/clauses Understand the evaluation factors (price, best value, etc) Attend pre-proposal conference/site visit Required documents to submit Proposal due date SBA/2009 29 Prepare Your Offer 3 Rules for a solicitation: Read it…Read it…Read it!!! Request a Procurement History Attend Pre-Bid Meetings & WalkThroughs Get clarification of ambiguities Proofread your proposal Submit it on time! Contact the PTAC, SBA/PCR SBA/2009 30 Additional Assistance Local District Offices and Resource Partners SBA Guam Brand Office – Ken Lujan /Tel: 671-472-7277 (kenneth.lujan@sba.gov) SBA Procurement Center Representative (PCR) – Hawaii, Guam & Pacific Insular Area – Larry Orr (Larry.orr@sba.gov)/ Tel: 808-4747317 Procurement Technical Assistance Center (PTAC) http://www.guamptac.com/ Small Business Development Centers www.sba.gov/sdbc/ Small Business Specialists (SBS) www.acq.osd.mil/sadbu Guam Oct 2010 www.sba.gov 31 Thank you Questions? “The survival of small business is essential to our homeland defense.” -- President George W. Bush http://www.sba.gov/aboutsba/sbaprograms/gcbd/index.html SBA/2009 http://www.sba.gov/ 32