San Diego Contracting Opportunities Center (SDCOC) A Procurement Technical Assistance Center (PTAC) Program of Southwestern College/Foundation

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1 San Diego Contracting Opportunities Center (SDCOC) A Procurement Technical Assistance Center (PTAC) Program of Southwestern College/Foundation

2 Overview: SDCOC SDCOC Mission Statement: Assist San Diego county area small businesses with the information, resources, and technical assistance they need to effectively compete for and perform on federal, state, and local government contracts.

3 First Core Service Overview: SDCOC 1-on-1 Counseling 600 businesses/year

4 SDCOC s Rosetta Stone Register in SAM & DSBS. You will need DUNS number and CAGE Code. Register with Connectory, BuyNet & BidSync. Consider GSA schedule, but first cover all your SINs. Investigate SLBE, SBA HUBZone, SDB or 8(a) eligibility. DVBEs and SBs should certify with CA DGS. SDVOSBs use VA VIP. See Caltrans for CUCP WBE, MBE or DBE certifications. Review FedBizOps and SubNet to get RFPs, IFBs or RFQs. Investigate SBIR & STTR opportunities. Go to FPDS-NG & GovSpend for competitor awards. Interpret FAR, FASA, DFAR and DEAR regarding Reps & Certs, etc. Remember DoD buys COTS. Don t overlook FTR in your quote. Use IMPAC for CI using SAP. Never forget TINA during negotiations. Work closely with ACO, PCO or COTR and as necessary with DCMA, DFAS, DCAA, DTIC and DIS. Use FOIA for history and competitive information. Check eligibility for MP participation. Understand FFATA and FSRS reporting. Call SCORE or SBDC for general business assistance. Invoice on WAWF if possible, but some may still use a VAN for EDI. Always keep close to your PTAC.

5 Second Core Service Overview: SDCOC Bid Match Business Development Tool

6 Third Core Service Overview: SDCOC Training Workshops reaching 4,000 < businesses/ year

7 Topics include... An Introduction to Government Contracting Responding to Small business certifications Market research Marketing Strategy Requests for Proposals Subcontracting/ Teaming Doing Business with...

8 Registering for Service Step 1: Click on Application

9 Overview: SDCOC Step 2: Complete Registration Fields

10 Part 1: The Basics Is Your business Ready For Government Contracting? Part 1

12 Workshop Agenda Purpose for Part I Overview Small Business Government Contracting Initial Counseling Session Lab Break Continue onto Part II

13 Purpose of Part I To provide you with information essential to every business CONSIDERING GOV- CON, pursuing govcon, or performing on government contracts.

14 (Federal) Small Business Gov-Con The 23% is usually between $95 billion and $110 billion annually! = 23%

15 Show Me The Money: CA US $430,250,591,809 CA garners a little more than 11% of total federal contracting! CA $47,535,095,586

16 SB Contracting Goals: Federal vs. CA Federal 23% to Small Businesses 5% of prime/subcontracts for WOSBs 3% of prime contracts for HUBZone 3% of prime/subcontracts SDVOSBs 5% of prime/subcontracts for SDBs* *Note: With exception of the 8(a) program, SBA has stopped certifying SDBs, but a self-certification in SAM is still relevant for subcontracting goals. State of CA 25% to Small Businesses (SB & Micro) 3% to Disabled Veteran Business Enterprises (DVBE) California Proposition 209 (1996) amended the State constitution to prohibit State government institutions from considering race, sex, or ethnicity, specifically in the areas of public employment, public contracting or public education.

17 Pop Quiz 1. Is the SDCOC also a Procurement Technical Assistance Center a Pee-Tak? 2. What are the (3) core services offered by the SDCOC? 1. Do You Have to Pay for SDCOC services? 1. How do you become a client?

19 TIME TO LEARN HOW TO FISH!

20 ICA Lab: Overview

21 ICA Lab: Instructions X

Request Your Free DUNS* Number https://iupdate.dnb.com/iupdate/companylookup.

22 Request Your Free DUNS* Number Or call: There s a PTAC Counselors Hotline if you need it. *Data Universal Numbering System

23 ICA Lab: Instructions X

Find your 2012 NAICS Codes http://www.census.

24 Find your 2012 NAICS Codes See your PTAC hand-out: Nine Tips for Nailing Your NAICS

25 ICA Lab: Activity 1

26 ICA Lab: Activity 1

27 Your Road Map for Contracts with the State of California 1 Learn the Basics: 2 Register as a Bidder & Get Certified online: 3 Research Contracts/ Perform Market Research: & 4 Start bidding: & Marketing:

28 ICA Lab: Agency Registrations

29 ICA Lab: Certifications

30 ICA Lab: Certifications

31 ICA Lab: Overview

32 ICA Lab: Mrktg. Tools

33 Example: Capabilities Statement

34 Example: Gov-Con website

35 Example: Gov-Con business card

36 ICA Lab: Action Plan

37 Questions & Answers

38 Break Time

39 Part 2: Beyond The Basics Are You Ready For Government Contracting? Part 2

40 Agenda for Part 2 Purpose for Part 2 Federal & State Spending Spending Thresholds SAM Tutorial & Tips GovCon FAQs SDCOC Website Review Helpful Links Web Review Q & A

41 Purpose of Part 2 To provide you with an overview of spending trends AND purchasing thresholds, and a brief tutorial of SAM.

42 Show Me The Money

43 Show Me The Money US $430,250,591,809 CA garners a little more than 11% of total federal contracting! CA $47,535,095,586

44 Purchasing Thresholds Mandatory Small Business Set-asides. May use Simplified Acquisition Procedures. $650,000 < $150,000 < $150,000 $25,000 $3,500 Government Purchase Card $1 -- Negotiated acquisitions require a subcontracting plan (or $1.5 million for construction) -- Full & Open Competition permitted -- Maximum $ threshold for Simplified Acquisitions -- Must be advertised at fbo.gov, unless exceptions apply, for example multiple awards schedules like GSA Source:

45 Quiz Questions? 1. Does the federal government set-aside any procurements to small business? Quiz Time YES or NO 2. Where can you find federal opportunities valued at $3,500 or less? 3. Where can you find federal opportunities valued at $25k or less? 4. What is the Simplified Acquisition Thresholds* (*minimum and maximum)?

46 What About SAM

47 Brief Video Tutorial

48 Video Highlight: 1

49 Receive the , and click on the link within 48 hours Video Highlight: 2

50 Video Highlight: 3 Registration Sections

51 Video Highlight: 4 Click here

52 Video Highlight: 5 Click here Take a detour

53 This is your only access point to start completing your SBA Profile.

54 Video Highlight: 6 Inside Your SBA Supplemental Pages Complete all of the OPTIONAL fields

How to Think About Your SBA Capabilities Narrative It s your FREE 1,000 character marketing message for government customers and potential teaming partners, be to the point, and make

55 How to Think About Your SBA Capabilities Narrative It s your FREE 1,000 character marketing message for government customers and potential teaming partners, be to the point, and make the most of it! In your opinion, which of these Capabilities Narratives would be most interesting to a government customer who needs to quickly award a contract through an informal bid?

56 Find SBA Profiles at the DSBS website DSBS:

57 Completed SBA Profile (DSBS)

Register and become Certified with the State of California https://caleprocure.

58 Register and become Certified with the State of California Learn the basics: Click Here 58

A Few Gov-Con FAQs Q: Will I ever have to pay for anything I need in order to do business with the government for things like SAM or D&B registration, 8(a) or WOSB certification, GSA Schedule

59 A Few Gov-Con FAQs Q: Will I ever have to pay for anything I need in order to do business with the government for things like SAM or D&B registration, 8(a) or WOSB certification, GSA Schedule preparation or submission, etc.? A: NO Never Absolutely not! Q. Does the government have grant monies available to assist small businesses i.e. money that does not have to be paid back? A. NO. The government does not offer for-profit businesses with an opportunity to access capital without, in return, providing the government with a product or service. Q. What are the bare minimum tasks that I need to execute in order to do business with the government? A. Know your NAICS code(s), have a FEIN* (*register with the IRS), have a D&B number, & register in SAM/ get a CAGE code.

60 SDCOC Website Tour

61 Government Contracting Terms & Definitions: -- provides a PDF document with hundreds of definitions for government contracting terms and acronyms Helpful Web Resources Agency Procurement Forecasts: -- provides information on future federal opportunities FREE Legal Assistance: FREE Loan Prep & Accounting Assistance: Sub Contracting Opportunities: -- provides searchable sub-contracting opportunities provides web page monitoring via e- mail notification

62 Questions & Answers

Apply for our services: http://ptac-sandiego.

org/training Community Training Calendar: http://ptac-sandiego.

63 Apply for our services: Thank You SDCOC Workshops and Events: Community Training Calendar: Resource Library: San Diego Contracting Opportunities Center Web: Phone:

Federal Contracting Basics. Katie Harshberger Procurement Counselor

Federal Contracting Basics. Katie Harshberger Procurement Counselor Federal Contracting Basics Katie Harshberger Procurement Counselor 252-737-1370 kharshberger@sbtdc.org 1 Small Business & Technology Development Center (SBTDC) Confidential one-on-one counseling General