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U.S. Small Business Administration Office of Government Contracting An Advocate, A Resource Presented by Larry Orr, Procurement Center Representative for Hawaii-Guam, Pacific Insular Areas. SBA Programs. Small Business Act
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U.S. Small Business Administration Office of Government Contracting An Advocate, A Resource Presented by Larry Orr, Procurement Center Representative for Hawaii-Guam, Pacific Insular Areas
SBA Programs • Small Business Act • Implements Congressional Policy to aid, counsel, assist & protect the interests of small business concerns • Goal of this policy is to ensure that a fair proportion of purchases, contracts & subcontracts are placed with small businesses http://www.sba.gov/library/lawroom.html
Procurement Programs • Small business • Small disadvantaged business (SDB) • Women-owned small business (WOSB) • HUBZone small business • Veteran-owned small business (VOSB) • Service-disabled VOSB (SDVOSB) FAR Part 19, Public Laws, Code of Federal Regulations
Small Business Contract Assistance Programs • Prime Contract Assistance • Small business set-aside program • Procurement Preference Goaling • Size Determination Program • Waivers to the Non-Manufacturer Rule • Natural Resources Program • Certificate of Competency (COC) • Subcontracting Assistance http://www.sba.gov/GC/
Statutory Federal Agency Goals SubcontractingAssistance • Small Business (SB) -23% • Small Disadvantaged Business (SDB) - 5% • Women-Owned Small Business (WOSB) - 5% • HUBZone Small Business - 3% • Service-Disabled Veteran-Owned SB - 3%
SBA’s Role in Subcontracting Types of Reviews SubcontractingAssistance • Pre-Award Subcontracting Plan Reviews • SBA’s PCRs review subcontracting plans prior to contract award (in an advisory role) • Post-Award Compliance Reviews • SBA’s CMRs monitor goal achievement after contract award
Determining the Need for a Subcontracting Plan SubcontractingAssistance • Dollar Threshold: • contract or contract mod is expected to exceed $650,000 ($1,000,000 for construction) • Subcontracting possibilities: • contract appears to offer subcontracting possibilities
Elements of a Subcontracting Plan SubcontractingAssistance • A subcontracting plan must contain goals expressed in both dollars and percentages. • Other required elements are set forth in the FAR at subpart 19.704 and in the clause at 52.219-9.
When subcontracting plans are not required SubcontractingAssistance • Subcontracting plans are not required: • From small business concerns • For personal services contracts • For contracts or mods that will be performed entirely outside of the U.S. • For contracts that do not contain 52.219-8 (e.g., contracts awarded prior to PL 95-507)
What SBA Can and Cannot Do SubcontractingAssistance • SBA Can: • Conduct compliance reviews and SOARS (Subcontracting Orientation and Assistance Reviews) • SBA Cannot: • Prescribe the amount of subcontracting % or $$ amounts • Require the prime contractor to use a particular small business
PCRs Duties and responsibilities • Coordinate with contracting activities • Review acquisitions • Recommend Set-asides • Review Bundling Cases • Review Solicitations • Support Socio Economic Programs
What PCRs Do • Attend Training Events • Promote SBA Programs • Mediate SB Issues • Monitor Public Notices • Counsel small & ‘other than small’ businesses, Federal Agencies
PCRs • Help ensure a fair portion of purchases go to Small Businesses of all types • represent SBA at major buying activities • review proposed acquisitions, including bundled procurements • recommend requirements to be set aside for HUBZone, 8(a) & SB firms • advise agencies & SBs on SBA programs • initiate secretarial appeals, Form 70 FAR Part 19.402
What PCRs See • Review Small Business Coordination DD2579 • Government Estimate • Sole Source Justifications (J&A) • Statement of Work • Acquisition Plan • Market Survey
PCRs and Appeals • An appeal is a 3 step appellant process: • PCR issues a Form 70, “SBA Recommendation” to contracting officer (CO) • If CO does not agree, PCR writes a letter of appeal to the Head of the Contracting Activity (HCA) • If HCA denies appeal, PCR forwards to SBA HQ • SBA Administrator appeals to the Agency Secretary or Administrator FAR Part 19.505
Important Websites • http://www.sba.gov/ • http://www.sba.gov/aboutsba/sbaprograms/gc/index.html • GC website also has links to the HUBZone and CCR cites. • http://www.fbo.gov/ • Federal contracting opportunities. • http://www.census.gov/epcd/www/naics.html • NAICS code data
Your SBA Procurement Center Representative for Hawaii and Guam is Larry Orr 808-474-7317 PH [email protected] [email protected] An Advocate for all types of small businesses. A resource for information and advice.