What in the world do the PTACs do?

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What in the world do the PTACs do?

• Rita Haake
• Mary Turner
• Lyndsay Hughes
• Illinois PTACs

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Quote

• I feel like I am swimming in the middle of the
  ocean with no direction or idea of where to go!

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Overview of PTAC Services

• Customized computerized bid matching
• One-on-One counseling, customized assistance.  
• Registrations we take our clients through all
  steps needed as required by Illinois and federal
  government to be a considered vendor.
• Certifications WBE, MBE, SDB, 8A, SDVOSB, DBE ,
  HUBZone, WOSB, EDWOSB we assist those clients
  that are eligible to get certified.
• Assistance with proposal preparation and post
  contract award contract compliance.
• Market research for our small businesses we can
  identify the Small Business Specialists at
  federal agencies to make initial contacts.
• Procurement histories if a product and the
  federal government has supplied an NSN we can
  do additional research based on that information.
  
•  
• GSA Schedules we assist our clients in
  submitting and being awarded a GSA Schedule
  contract, if applicable.  

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Why Government Contracting?

• U.S. Economic Development - Most government
  agencies have programs in place encouraging them
  to do a certain amount of contracting with small
  businesses of various socio-economic backgrounds.
• State/Local Government goaling
• City of Chicago 25 MBE/WBE
• Cook County 25 MBE, 10 WBE
• Illinois 20 Small/MBE/WBE/PBE

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Why Government Contracting?

• Federal Goaling (over 500 billion spent)
• 23 Small Business
• 5 8a prime
• 5 Small Disadvantaged Business/SDB (self
  certify) - subcontracting
• 5 8W - Women Owned Small Business (WOSB)
• 3 HUBZone certified
• 3 Service Disabled Veteran Owned Small (SDVOSB)
• Veteran Owned Small Business (VOSB) - VA

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• If a WOSB states they are minority and retired
  military what would they qualify for?
• What types of contracts would they qualify for?
• To begin in federal contracting you must have
  basic knowledge of CCR, DSBS, ORCA and FAR!

SDB 8a SDVOSB 8E DBE VOSB 8W HUBZone
IDIQ Solicitation Pre-solicitation GSA Schedule Women Owned Set Aside 8a Sole Source IFB Sources Sought RFP Small Business Set Aside SDVOSB Sole Source HUBZone set aside
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New Client Session - Initial

• Scheduled appointment 2 to 4 hours
• Evaluate client
• What is their business?
• What have they done governmentally?
• Are they women owned? Minority owned? Veteran
  owned?
• Where do they believe their target market is?
• Begin counseling session
• How to find opportunities
• State of Illinois contracting requirements
• Federal government contracting requirements
• Local government contracting requirements

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Initial Advising Session

• Finding Opportunities
• Bid Match System (Outreach)
• 400 websites daily
• Comprehensive (local, state federal)
• Keywords
• Unlimited
• Descriptive words that may be used
• NAICS

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Initial Advising Session

• State of Illinois
• Basic registration
• IDHR Number
• CMS Bidders Application Form (what is a small
  business?)
• W-9
• Ethics Requirement
• Certification
• WBE/MBE/PBE Certifications
• DBE (do they qualify based on transportation
  rules?)
• Other states?

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Initial Advising Session

• Federal Government
• Basic registrations
• DUNS
• NAICS (what is a small business?)
• CCR/DSBS
• ORCA
• Certification Validation
• 8a VOSB
• HUBZone SDVOSB
• WOSB (new SBA program)
• SDB (self certification)

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Initial Advising Session

• Other considerations?
• Are they qualified for mentor-protégé?
• Should they consider teaming and/or joint venture
  agreements?
• Subcontracting?

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Initial Advising Session

• Local Government
• College/University
• MAFBE
• IPHEPB
• County
• City
• Township
• Municipality
• Park Districts
• Over 90,000 municipalities require
  products/services

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Follow Up Advising Session

• Client identifies a federal opportunity
• Solcitation, RFP, Sources Sought
• What type of business is being sought?
• Do they qualify?
• What is required in the response? Proposal?
• Do they know their pricing? (SBDC referral)
• How should they format their response?
• Are there FARs cited?
• Decode the FAR
• Do they have a capability narrative?

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Follow Up Advising Session

• Client that wants to be proactive in marketing
• What is the market?
• FPDS
• Who is the contact?
• CO
• SBS
• What should they send?
• Capabilities narrative
• Email or telephone contact?

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Follow Up Advising - Certifications

• Do they qualify for certifications? Which ones?
• MBE (local, state - private)
• WBE (local, state, federal - private)
• 8a (federal)
• SDB (federal)
• DBE (federal with local certifiers)
• HUBZone (federal)

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Follow Up Advising - Certifications

• Assist with the process of applying
• Managed
• Bylaws
• Resume
• Owned
• Birth certificate/passport
• Business documentation (stocks, articles, etc.)
• Source of Capital
• Controlled
• Financial (balance sheet, loans, leases, bank
  signature)
• Independence

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Follow Up Advising- Market Segment

• Bid Match (Illinois Power Search 400)
• Reactive vs. proactive
• Shortened timeline
• Limited research potential
• Target Marketing
• Proactive
• Building relationships
• Utilize actual federal systems (FPDS)
• Opportunity to make FOIA requests

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Follow Up Advising - Technical

• Understanding contracting
• Contracting Methods
• Micro purchase - Credit Cards
• Purchase Orders/RFQ
• Blanket Purchase Agreements
• Indefinite Delivery/Indefinite Quantity (IDIQ)
• Fixed Price Contracts/RFP
• GSA/Federal Supply Schedules
• NSN applicability
• Reviewing and understanding- Regulations/specifica
  tions
• Creating a proposal
• What to address/How to address

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Follow Up Advising - Technical

• Federal Small Business Goals
• 23 Small Business
• 5 8a
• 5 Women Owned Small Business
• Economically Disadvantaged
• 3 HUBZone certified
• 3 Service Disabled Veteran Owned Small Business
• Subcontracting Goals
• Federal flow down (650,000 or more)
• 23 Small Business
• 5 Small Disadvantaged Business
• 5 Women Owned Small Business
• 3 HUBZone certified
• 3 Service Disabled Veteran Owned Small Business

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Follow Up Advising - Technical

• Subcontracting possibilities
• 4 core federal agencies with listings
• SBA, GSA, VA, DoD
• SBA alone is 290 pages
• Business to Business relationships
• Need to build relationships
• Do homework
• Website (supplier diversity databases)
• Website (what kind of contract with federal
  government do they hold?)
• Mentor-protégé relationships

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Follow Up Advising - Technical

• Contract Award
• Post award assistance
• How do they get paid?
• CCR
• WAWF registration
• Packaging requirements?
• RFID/UID requirements?
• Reporting required?
• Contract close out?
• Termination for convenience?
• Termination for default? (cause)

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Miscellaneous Assistance

• Communication
• Timely for federal and state regulation changes
• Special procurement opportunities
• Monthly newsletters
• Workshops/seminars
• Government Contracting 101
• Certifications
• Packaging
• WAWF
• Local, state federal conferences
• Matchmaking events

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Follow Up Advising - Technical

• Educating (1on1)on online resources
• Procurement websites
• Historical data
• Opportunities
• Registrations (local, state, federal)
• Competitive research