What Prime Contractors Need From Small Businesses Proposal Preparation

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2 What Prime Contractors Need From Small Businesses Proposal Preparation Breakout Session #: G04 Jack R. Hott, Lifetime CPCM/CFCM, Fellow, Principal, Sourcing Outcomes & Solutions, LLC Debbie Sampson, CSDP, Small Business Liaison Officer, Fluor Government Group Michael Thacker, Business Manager, Restoration Services, Inc. Date: Wednesday, July 27 Time: 9:45am 11:00am

3 Overview What does a small business bring to the table beyond, I m a small business Relationships: proposal team lead contractor, small business team member/small business named subcontractor Small business sizes and categories Proposed subcontracting plan and how small business can support it What small business can expect post-award 2

4 What Small Business Brings to the Table Beyond, I m a Small Business Defining Customers vs. Suppliers Adapted from Chan Hahn, Ph. D., Professor Emeritus, Bowling Green State University How Small Business meets the need Goods Services Expertise 3

5 Relationships: Lead Contractor, Small Business Team Member/Named Subcontractor Prime Contractor Leads the proposal team Owns the prime contract Team Member Joint venture, LLC or integrated team May or may not be classified as subcontractor Fee sharing and other teaming arrangements Named Subcontractor Identified in proposal for a specific scope of work Managed and paid through subcontracting process 4

6 Small Business Sizes and Categories Size set by SBA using North American Industrial Classification System Codes (NAICS) Small Business standards may be set by: Average number of employees (one year) Average annual receipts (three years) Suppliers submitting a quote for supplies is typically considered small if it has 500 or fewer employees 5

7 Small Business Sizes and Categories Small Disadvantaged Business 51% Owned & controlled by socially/economically disadvantaged person(s) meeting eligibility under 13 CFR Small Woman-Owned Business 51% Owned & controlled by one or more women Veteran-Owned Small Business 51% Owned & controlled by one or more veterans Service Disabled Veteran-Owned Small Business 51%Owned & controlled by one or more service-disabled veterans HUBZone 8a Requires certification by and posted at SBA website Special program for selected SDB s under section 8a of the Small Business Act 6

8 Proposed Subcontracting Plan and How Small Business Can Support It (FAR ) Separate goals by SB category Total $ to be subcontracted and by SB category Description of subcontracted goods & services Description of how goals were developed Description of how potential sources were identified Inclusion of indirect cost in goals 7

9 Proposed Subcontracting Plan and How Small Business Can Support It (FAR ) Name of SBLO responsible for administration of the plan Description of efforts to insure SB s equitable opportunity to compete Assurance that small business subcontract plan requirements are flowed down when applicable Assurance of cooperation on studies, surveys and reports (including esrs, ISR & SSR reports) Description of records that will be maintained 8

10 What Small Business Can Expect Post-Award Upon award, issuance of a subcontract for proposed work Termination of the proposal teaming agreement Proposal cost/price justification is still required Noncompetitive work is limited to the original proposed scope; additional scope is subject to competition and other issues such as OCI 9

11 How Small Business Can Support the Proposal Team Understand teaming arrangement Support development of the small business plan Understand requirements for cost/price analysis Be a successful team member Meet customer needs! 1 0

12 Contact Information Jack Hott Debbie Sampson Mike Thacker 11