Greg Lopez

1
(No Transcript)
2
How the SBA and ARRA will Help Small Business

• Greg Lopez
• District Director
• U.S. Small Business Administration
• Colorado District

3
(No Transcript)
4
Contracting Basics

• Rehan Hasan
• Fairfield and Woods P.C.
• Richard Busch
• Busch Law Firm- a partner of Fairfield and Woods
  P.C.
• Michael Feeley
• Brownstein Hyatt Farber Schreck

5
Doing Business with the Government 101

• Pennie Estrada
• Director
• Small Business Utilization Center
• U.S. General Services Administration

6
U.S. General Services Administration
Doing Business with GSA

Pennie Estrada, Director Small Business
Utilization Center (SBUC) Rocky Mountain
Region
7
GSAs Mission
We help Federal agencies better serve the public
by offering, at best value, superior workplaces,
expert solutions, acquisition services and
management services
8
GSA Has 11 Regions Nationwide

• Boston, MA
• New York, NY
• Philadelphia, PA
• Atlanta, GA
• Chicago, IL
• Kansas City, MO

• Ft. Worth, TX
• Denver, CO
• San Francisco, CA
• Auburn, WA
• Washington, DC

GSA also has a satellite Small Business Center in
Los Angeles, CA.
9
Rocky Mountain Region
10
GSAs Business Lines

• Federal Acquisition Service
• Public Buildings Service

11
Federal Acquisition Service

• Assisted Service
• Reorganization of FTS FSS
• Goal - Intended to reduce government spending and
  prevent duplication.

12
Public Buildings Service

• Lease
• Construction
• Building Services
• Security Services
• Temporary Services
• Professional Services
• Design Build
• A/E and Constructions procurement
• opportunities are not available through
  Schedules

13
Where do I register for the Electronic
Acquisition Notification service?

• Register with the Electronic Acquisition
  Notification service
• Visit www.fedbizopps.gov
• Click on Vendors

14
Small Business Utilization Center (SBUC)
GSA s small business advocate, SBUC will engage
in strategies that provide opportunities for
small (including small business located in
HUBZones, minorities, veteran, and women-owned)
businesses in government procurement.
.
15

• GSA Federal Supply Schedule Contracts?

16
Federal Supply Schedule Contracts are.

• Five year contracts, plus three separate
  five-year option periods for approved vendors to
  provide products/services to any Federal agency
• Chosen as the preferred source of supply by DOD
  and most civilian agencies
• License to hunt for opportunities in the
  federal government
• Government-wide contracts with multiple
  commercial firms
• Allows firms to receive direct orders for
  products and/or services from Federal agencies
• Saves time and money
• Helps agencies meet socio-economic goals

17
Where do I find the Appropriate Schedule?

• Visit www.gsaelibrary.gsa.gov
• These are instructions for access to elibrary
• This brings you to the Welcome Page
• If you know what your schedule number is, locate
  it on the scroll down bar on the right side under
  quick search. Or you can do a Keyword Search
  by service and/or product (left side of page).
• Now click on view solicitation on
  FedBizOpps.gov

18
(No Transcript)
19
(No Transcript)
20
(No Transcript)
21
(No Transcript)
22
(No Transcript)
23
Standard Process www.gsa.gov/schedules

• Minimum Qualifying Sales
• 25,000 in sales per year
• Certification
• Central Contractor Registration www.ccr.gov
• Small Business Administration www.sba.gov
• North American Industrial Classification
  http//www.census.gov/eos/www/naics/
• Online Representations and Certifications
  https//orca.bpn.gov/
• Experience
• Past Performance Review
• conducted by Open Ratings www.openratings.com
• Time
• 120 Days

24
MAS Express Process www.gsa.gov/masexpress

• Minimum Qualifying Sales
• 100,000 in sales per year
• Limited Schedule
• Certification
• Online Training Pathway to Success
• Central Contractor Registration www.ccr.gov
• Small Business Administration www.sba.gov
• North American Industrial Classification
  http//www.census.gov/eos/www/naics/
• Online Representations and Certifications
  https//orca.bpn.gov/
• Experience
• Past Performance Review
• conducted by Open Ratings www.openratings.com
• Time
• 30 Days

25
Limited Schedule Participation (current as of
January 12, 2009)

• Schedule 36 The Office, Imaging and Document
  Solutions
• Schedule 48 Transportation, Delivery and
  Relocation Solutions
• Schedule 51 V Hardware SuperStore
• Schedule 58 I Professional Audio/Video,
  Telecommunications, and Security Solutions
• Schedule 67 Photographic EquipmentCameras,
  Photographic Printers, and Related Supplies and
  Services (Digital and Film-Based)
• Schedule 69 Training Aids and Devices,
  Instructor-Led Training, Course Development, Test
  Administration
• Schedule 70 General Purpose Information
  Technology Equipment, Software, and Services

26
Limited Schedule ParticipationContinued

• Schedule 71 I Office Furniture
• Schedule 71 III Special Use Furniture
• Schedule 73 Food Service, Hospitality, Cleaning
  Equipment and Supplies, Chemicals, and Services
• Schedule 75 Office Products/Supplies and
  Services  
• Schedule 78 Sports, Promotional, Outdoor,
  Recreational, Trophies, and Signs (SPORTS)
• Schedule 81 I B Shipping, Packaging, and Packing
  Supplies
• Schedule 599 Travel Services Solutions and 
• Schedule 899 Environmental Services.

27
Online Training Pathway to Success

• A prerequisite for participation in the MAS
  Express Program is the successful completion of
  the "Pathway to Success" education seminar.
• Vendors may attend either a live presentation or
  complete the web based presentation posted on
  the Vendor Support Center (VSC) under the "Vendor
  Training" tab. (http//vsc.gsa.gov/)
• -What are GSA's expectations for a vendor to
  become a successful Schedule contractor 
• -How to compete and succeed as a GSA Schedule
  contractor in the government marketplace
• -How to develop a GSA Schedule-specific business
  plan and
• -How to submit a quality offer, the proposal
  submission process, and the GSA Schedule
  solicitation.

28
Industry Benefits

• Reduced Cost
• Increased Visibility
• Commercial Practices
• Teaming Opportunities

29
GSA Recovery

• We welcome this opportunity to contribute to our
  nations economic recovery, address strategic
  energy goals and reinvest in our public
  buildings.
• We provide workspaces, products and services for
  the federal community
• Own/lease 8,600 properties
• Provide workspaces for more than 1M federal
  workers

30
What does the Recovery Act mean to us?

• National 5.55B total funding
• 1.05B - new construction
• 750M Federal Buildings and U.S. Courthouses
• 300M Land Ports of Entry
• 4.5B - modernization and sustainability of
  existing buildings

31
What does the Recovery Act mean to GSA Region 8?

• R8 total Recovery Act funds received
  426,527,000
• 1 new construction project 79,989,000
• 15 limited scope projects 70,053,000
• 4 modernization projects 276,485,000

32
ARRA Project List
33
Project Selection

• Energy Savings
• Projects that have been designed or are in design
  with a focus on creating high performing, energy
  saving buildings.
• Speed of Delivery
• Projects that can be developed and awarded
  quickly
• Projects that can be completed before 2015

34
What does it mean to you?

• For green building educators and sustainability
  consultants, contractors and green building
  materials providers, the ARRA represents
  potential business opportunities.

35
Where can I get more information?

• www.fedbizopps.gov
• www.recovery.gov
• www.gsa.gov/recovery

36
(No Transcript)
37
(No Transcript)
38
www.gsa.gov/recovery
39
Additional Questions

• IndustryRelations_at_gsa.gov
• THANK YOU!

40
Rocky Mountain Region Denver, CO P O Box
25006 Building 41, Room 234

Director, Pennie Estrada Pennie.estrada_at_gsa.gov ww
w.gsa.gov (303 236 7409 1-888-999-4777
41
Public Sector Panel
Doing Business with the Government 101

• Panelists
• Moderator Pennie EstradaU.S. General Service
  Administration
• Jim SpaethU.S. Department of Energy
• Bob ReyesU.S. Air Force Academy
• Sarah MehlenbeckU.S. Army - Fort Carson

42
Doing Business with the Government 101

• Jim Spaeth
• Director of Commercialization and Project
  Management
• U.S. Department of Energy

43
Implementing the American Recovery and
Reinvestment Act

• James Spaeth
• Director of Commercialization and Project
  Management
• Golden Field Office
• Office of Energy Efficiency and Renewable Energy
• U. S. Department of Energy
• May 15, 2009

44
The Department of Energy's role is critical

• Transforms the way we use energy
• Helps reduce our carbon emissions
• Creates entire new industries based on our
  nation's resources, ingenuity, and workers
• Turns economic crisis into an opportunity to
  build a clean, secure, and prosperous energy
  future

45
The Administrations Energy Goals

• Ensure 10 percent of our electricity comes from
  renewable sources by 2012, and 25 percent by 2025
• Achieve an 80 percent reduction in greenhouse
  gases by 2050

46
American Recovery and Reinvestment Act of 2009
Breakdown of Clean Energy Funding

• Over 40 billion of the 787 billion recovery
  plan is allocated for clean energy
• Investment focus
• 16.8 billion for EERE
• 14.0 billion for electric power transmission
  grid infrastructure, storage and deployment
• - incl. 6 billion for loan guarantees
• 9.6 billion for other energy programs
• Expanding workforce training
• Promoting Mass Transit Systems
• New and modified clean energy tax incentives are
  estimated at 20 billion

Funds are supplemental to annual appropriations
Source Congressional Research Service, Energy
Provisions in the American Recovery and
Reinvestment Act of 2009 (P.L. 111-5)
47
Energy Efficiency and Renewable Energy (EERE)
Recovery Act funding
48
Fiscal Year 2009 Budget - 2,179 Million

49
Competitive funding available from DOE

• Contracts, grants, cooperative agreements
• To companies, universities, and other entities
  for research and development, and industrial
  energy efficiency projects
• Loan guarantees
• To promote the rapid deployment of renewable
  energy systems that generate electricity or
  thermal energy, electric power transmission
  systems, and certain leading-edge biofuel
  projects
• Energy grant programs
• Administered by state and local
  governmentsWeatherization Assistance Program,
  Energy Efficiency Community Block Grants Program,
  and State Energy Program

50
How to apply for a grant or loan guarantee from
DOE

• Track funding opportunity announcements through
• All typesenergy.gov/recovery/funding.htm
• Grantsgrants.gov
• Contractsfbo.gov
• Loan guaranteesenergy.gov/recovery/funding.htm
• For first-time applicants, register before
  submitting applications
• Register early to be ready when opportunities are
  announced (process can take 3 days to 2 weeks)
• Read registration instructions carefully

51
Applying for grants administered by states or
local governments

• Apply directly to state energy office or local
  government entity
• Go to energy.gov/recovery/ to find link to your
  state energy office

52
EERE Points of Contact

• General Information - EERE Information Center at
  http//www1.eere.energy.gov/informationcenter/ or
  1-877-EERE-INF
• (1-877-337-3463)
•  
• Biomass and Biorefinery Systems Shab Fardanesh,
  202-586-7011, shabnam.fardanesh_at_ee.doe.gov
• Building Technologies Bryan Berringer,
  202-586-0371, bryan.berringer_at_ee.doe.gov
•  
• Facilities and Infrastructure Greg Collette,
  303-275-4734, greg.collette_at_go.doe.gov
•  
• Federal Energy Management Program Brad
  Gustafson, 202-586-5865, brad.gustafson_at_ee.doe.gov
  
•  
• Geothermal Technology Lauren Boyd,
  202-287-1854, lauren.boyd_at_ee.doe.gov
•  
• Hydrogen Technology Sara Dillich, 202-586-7925,
  sara.dillich_at_ee.doe.gov

53
EERE Points of Contact - continued

• Hydropower Alejandro Moreno, 202-586-8171,
  alejandro.moreno_at_ee.doe.gov
• Industrial Technologies Jim Quinn,
  202-586-5725, james.quinn_at_ee.doe.gov
• Solar Energy Tom Kimbis, 202-586-7055,
  tom.kimbis_at_hq.doe.gov
• Vehicle Technologies William Key, 202-586-3157,
  william.key_at_ee.doe.gov
• Weatherization and Intergovernmental Activities
  --
• Ronald Shaw, 202-586-6593, ronald.shaw_at_hq.doe.gov
  (for Weatherization)
• Mark Bailey, 202-586-9424, mark.bailey_at_hq.doe.gov
  (Block Grants, State Energy Programs, and
  Appliance Rebates)
•  
• Wind Energy Jim Ahlgrimm, 202-586-9806,
  jim.ahlgrimm_at_ee.doe.gov
•  
• EERE Backup (If the team has questions, any
  contact is unreachable, or the answer is
  unresponsive) Michael York, 202-586-5669,
  michael.york_at_ee.doe.gov

54
For more information

• If you have questions about the Recovery Act and
  the funding allotted DOE, visit
  www.energy.gov/recovery or call the DOEs
  Recovery Act Clearinghouse at 888-DOE-RCVY
  (1-888-363-7289)

55
Tracking our progress

• The American people want to know who is receiving
  the money, and they want to know they are
  receiving value for their hard-earned tax dollars
• Everything we do will be transparent
• Posting weekly updates on the Web site
• Upgrading the Web site and setting up a call
  center to handle the activity
• Visit recovery.gov or energy.gov/recovery/ to
  stay informed

56
Recovery Act - Tax Credits Modifications

• The Production Tax Credit (PTC) Modifications
• Generally - Extensions and expansions for
  existing PTC for renewable energy systems plus
  new tax credit alternatives
• Wind PTC - Placed in Service Extension 12.31.12
• Municipal Solid Waste, Qualified Hydropower,
  Biomass Geothermal Facilities - Placed in Service
  Extension, 12.31.13
• Marine and Hydrokinetic - Placed in Service
  Extension, 12.31.13
• PTC to ITC Election - Taxpayers eligible for PTC
  to make irrevocable election to take the
  Investment Tax Credit (ITC) 30 for property
  placed in service in 2009-10.

57
Tax Benefits - Residential Business

• Generally - Provides greater tax credits for
  clean energy projects at homes, businesses and
  manufacturers of clean energy technologies
• Tax Credit Increase - Increases 10 tax credit
  for homeowners energy efficiency improvements to
  a 30 tax credit
• Itemized Credit Elimination - Eliminates
  improvement-specific credit caps (e.g. windows
  and furnaces)
• Elimination of Aggregate Credit Cap - Replaces
  itemized cap with an aggregate cap of 1,500 for
  all improvements placed in service in 2009 and
  2010 (except biomass systems, which must be
  placed in service after the Act is enacted)
• Qualifying Spec Enhancements - Enhances energy
  efficiency specs for property to qualify for tax
  credit eligibility

58
Tax Credits Residential Business

• Grant in Lieu of ITC - New program established by
  Recovery Act. Treasury will allow taxpayers to
  apply for a grant instead of claiming the 30 ITC
  (which may originally stem from a renewable
  system eligible for a PTC).
• Removal of Tax Credit Cap - Qualified solar
  energy systems, geothermal heat pumps, small wind
  turbines placed in service before 2017. Fuel
  Cell retains its cap at 1,667.
• Subsidized Financing - No longer variable when
  calculating tax credits for qualifying energy
  property.
• Clean Fuel Refueling Systems - Provide bonus to
  homeowners or business owners installing at their
  homes or businesses
• Businesses
• Credit increased from 30 to 50, except hydrogen
  refueling proprerty.
• Increased maximum credit from 30,000 to 50,000.
  Hydrogen is increased to 200,000.
• Homeowners Credit doubled from 1,000 to 2,000

59
New 30 tax credit to encourage new manufacturing
facilities

• Encourages investment in the manufacturing
  facilities that help make such clean energy
  projects possible. Available for projects that
  establish, re-equip, or expand manufacturing
  facilities for
• Fuel cells
• Microturbines
• Renewable fuel refineries and blending facilities
• Energy-saving technologies
• Smart-grid technologies
• Solar, wind, and geothermal technologies
• Applies to the manufacture of plug-in electric
  vehicles and their electric components, such as
  battery packs, electric motors, generators, and
  power control units

60
Doing Business with the Government 101

• Bob Reyes
• Small Business Director
• U.S. Air Force Academy

61
U.S. Air Force Small Business Policy
Robert A. Reyes Director of Small Business 10th
Air Base WIng
62
Air Force Small Business

• Objectives
• Maximize Contracting Opportunities for Small
  Businesses
• Promote Effective Outreach Program
• Who is Responsible for Implementation?
• COMMANDERS are responsible for effectively
  implementing the Small Business Program within
  each activity

63
Small Business Set Aside

• An Acquisition shall be reserved for exclusive
  small business participation if there is
  reasonable expectation that
• Offers will be obtained from at least two
  responsible small business concerns offering the
  products and services needed
• Awards will be made at fair market prices

64
Non Manufacturing Rule

• "Non manufacturer rule" means that a contractor
  under a small business set-asideshall provide
  either its own product or that of another
  domestic small business manufacturing or
  processing concern
• A product may be waived and listed on the SBA web
  site (sba.gov)
• Otherwise, the contracting officer may request a
  specific one-time waiver request. This is rare
  due to time limitations

65
Small Business Subsets
Small Disadvantaged Business (Minority
Business)
66
Order of Precedence

• 8(a) Set Aside
• HubZone/Service Disabled Veteran
• Small Business (no sub category)
• Full and Open Competition
• Sole Source (to a large business)

67
Market Research

• Government Buyers primarily will search for a
  small business under the Centralized Contract
  Registry (ccr.gov)
• Their primary search will be for specific North
  American Industry Classification System (NAICS)
  Code
• Buyers can specifically search for Small Business
  subsets (8(a), HUBZone, SDVOSB, etc
• Small Businesses must ensure the data in CCR is
  accurate, particularly the NAICS code

68
Section 8(a) Program

• Purpose
• Assist socially/economically disadvantaged
  companies
• Requirements
• Small Business unconditionally owned/operated by
  one or more socially/economically disadvantaged
  individuals
• Net worth is limited (See SBA)
• Certification and Administration by SBA
• 9 Year Term
• Allows sole source contract under specific
  thresholds

69
Small Business Coordination

• Small Business Directors/Specialist must
  coordinate on all acquisitions over 10,000 (DD
  Form 2579)
• Buyer and Contracting Officer complete form for
  review
• If a purchase cannot go to a small business, the
  Buyer must adequately explain through either a
  market research report or a sole source
  justification

70
Way Ahead

• Contractor And Government Entity (CAGE) codes are
  necessary for all businesses www.dlis.dla.mil/cage
  serv.asp
• Dun Bradstreet (DB) numbers are required.
  www.dnb.com
• North American Industry Classification System
  (NAICS). www.census.gov/epcd/www/naics.html
• If you do get a contract with the USAF you must
  register with Wide Area Work Flow to ensure
  electronic payment. www.wawf.eb.mil

71
Way Ahead, Part 2

• You can find any and all solicitations for
  products or services by going to
  www.fedbizopps.gov. This Web site is the single
  posting site for all federal procurements over
  25,000
• You can even request automatic emails to received
  posting from a particular location.

72
Doing Business with the Government 101

• Sarah Mehlenbeck
• Small Business Specialist
• U.S. Army - Fort Carson

73
Jefferson Economic Council Procurement
Conference How to find items on Fed Biz
OppsPresented by Sarah Mehlenbeck Assistant
Director of Small Business Programs -MICC Fort
Carson15 May 2009
74
Fed Biz Opps

• Fed Biz Opps is a Government-wide website that
  most procurements, especially larger ones, are
  posted on. www.fbo.gov

75
Fed Biz Opps-Finding postings
76
(No Transcript)
77
(No Transcript)
78
(No Transcript)
79
(No Transcript)
80
Other Search Criteria

• By clicking on Advanced Search you can also
  search by
• Procurement Type (i.e. Pre-solicitation notices
  only)
• NAICS Code
• Classification Code
• Date Range
• Place of Performance Zip Code-Ft. Carson (80913)
• Set-Aside
• Recovery Act Actions or JAs
• Key Word

81
To Navigate Documents
82
Interested Vendor List
83
FBO Training Info

• https//www.fbo.gov/downloads/FBO_Vendor_Guide.pdf
  -Vendor User Guide
• Vendor e-mail sign ups did not automatically come
  over from the old website.
• You can create search agents and watch lists
  from your log-in screen.
• Interested Vendor Lists

84
Other Websites

• Many Commercial Items (mostly supplies)
  opportunities with an estimated value of under
  100,000.00 are now being posted through Fed Bid.
  
• www.fedbid.com
• Fed Bid is a reverse auctioning system.
• You will also see some supply and services buys
  posted on GSA E-Buy https//www.gsaadvantage.gov/a
  dvgsa/advantage/ebuy/start_page.do?appebuysource
  elibrary

85
Contact Information
Sarah Mehlenbeck-[phone], Assistant
Director of Small Business Programs, Mission and
Installation Contracting Command, Fort Carson, CO
sarah.mehlenbeck_at_us.army.mil
86
Doing Business with the Government 101
Q A

• Panelists
• Moderator Pennie EstradaU.S. General Service
  Administration
• Jim SpaethU.S. Department of Energy
• Bob ReyesU.S. Air Force Academy
• Sarah MehlenbeckU.S. Army - Fort Carson

87
Platinum Sponsor
88
Gold Sponsors
89
Media Sponsor
90

Federal Government Partners
91
Thank you to all of todays speakers!