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Alliance Mid-Atlantic 1 Doing Business with the Government Dolcey Chaplin NJ Institute of Technology, PTAC & M. Clyde Stoltzfus SE PA PTAC University of Pennsylvania March 4, 2009

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Page 1: Alliance Mid-Atlantic1 Doing Business with the Government Dolcey Chaplin NJ Institute of Technology, PTAC & M. Clyde Stoltzfus SE PA PTAC University of

Alliance Mid-Atlantic 1

Doing Business with the Government

Dolcey Chaplin NJ Institute of Technology, PTAC

&M. Clyde Stoltzfus

SE PA PTACUniversity of Pennsylvania

March 4, 2009

Page 2: Alliance Mid-Atlantic1 Doing Business with the Government Dolcey Chaplin NJ Institute of Technology, PTAC & M. Clyde Stoltzfus SE PA PTAC University of

Alliance Mid-Atlantic 2

Procurement Technical Assistance Centers (PTAC)

The PTAC functions as a “link” between businesses and government offices. Its primary goal is to help companies market to government agencies.

Page 3: Alliance Mid-Atlantic1 Doing Business with the Government Dolcey Chaplin NJ Institute of Technology, PTAC & M. Clyde Stoltzfus SE PA PTAC University of

Alliance Mid-Atlantic 3

Success Factors

Before attempting major government marketing:

2 to 3 years of commercial experience Develop or update your business plan Develop a Capability Statement Electronically capable Financially Stable Good customer mix Credit card capable

Page 4: Alliance Mid-Atlantic1 Doing Business with the Government Dolcey Chaplin NJ Institute of Technology, PTAC & M. Clyde Stoltzfus SE PA PTAC University of

Alliance Mid-Atlantic 4

The Trust Factor

Trust issues:o Reliabilityo Stabilityo Integrityo Capacityo Capable

Page 5: Alliance Mid-Atlantic1 Doing Business with the Government Dolcey Chaplin NJ Institute of Technology, PTAC & M. Clyde Stoltzfus SE PA PTAC University of

Alliance Mid-Atlantic 5

Capability Statement Capabilities:  Type of work you can do. Facilities and Equipment:  List all facilities,

equipment and resources used to manufacture the products or provide the service.

Expertise:  A brief summary of your expertise and key staff expertise.

Codes:  List your NAIC and FSC codes Certifications: Give your special business

status and GSA FSS if you have one. Customers:  Provide a list of at least three

or four of your key customers

Page 6: Alliance Mid-Atlantic1 Doing Business with the Government Dolcey Chaplin NJ Institute of Technology, PTAC & M. Clyde Stoltzfus SE PA PTAC University of

Alliance Mid-Atlantic 6

Contracting Codes

North American Industrial Classification System (NAICS) www.census.gov/epcd/www/naics.html o a classification system that groups

together economic units that use like processes to produce goods or services.

o used to classify businesses to facilitate information sharing, to determine size standards and as search criteria for finding businesses to perform specific tasks or contracts.

Page 7: Alliance Mid-Atlantic1 Doing Business with the Government Dolcey Chaplin NJ Institute of Technology, PTAC & M. Clyde Stoltzfus SE PA PTAC University of

Alliance Mid-Atlantic 7

Contracting Codes

o used to identify companies for financial transactions and required by the federal government for Central Contractor Registration

Data Universal Numbering System (DUNS) Number call 1-866-705-5711 or register online at:http://fedgov.dnb.com/webform/displayHomePage.do

Page 8: Alliance Mid-Atlantic1 Doing Business with the Government Dolcey Chaplin NJ Institute of Technology, PTAC & M. Clyde Stoltzfus SE PA PTAC University of

Alliance Mid-Atlantic 8

Contracting Registration

o requires DUNS number to registero companies must register in order to be

considered for any future solicitations, awards or payment

CAGE code Trading Partner Identification Number – TPIN

o Dynamic Small Business Search o ORCA

o Centralized Contractor Registration (CCR)

Cage code, TPIN, DSBS & ORCAwww.ccr.gov

Page 9: Alliance Mid-Atlantic1 Doing Business with the Government Dolcey Chaplin NJ Institute of Technology, PTAC & M. Clyde Stoltzfus SE PA PTAC University of

Alliance Mid-Atlantic 9

Dynamic Small Business Database

o searchable national internet database of small, certified & non-certified businesses

o used by federal agencies and primes to locate vendors

o requires entry and upkeep of informationo key wordso Capabilitieso past performance

Page 10: Alliance Mid-Atlantic1 Doing Business with the Government Dolcey Chaplin NJ Institute of Technology, PTAC & M. Clyde Stoltzfus SE PA PTAC University of

Alliance Mid-Atlantic 10

Government Contracting Differs

o public accountability for public funds

o socio-economic considerationso the right to protesto Debriefo rules

Page 11: Alliance Mid-Atlantic1 Doing Business with the Government Dolcey Chaplin NJ Institute of Technology, PTAC & M. Clyde Stoltzfus SE PA PTAC University of

Alliance Mid-Atlantic 11

Marketing Strategy Include

o conduct market researcho define target marketo develop contact listo identify & understand the customero accumulate procurement historyo learn the bidding processo know your competitiono make capabilities known/follow-upo learn from more experiencedIT’S ALL ABOUT RELATIONSHIPS!!!

Page 12: Alliance Mid-Atlantic1 Doing Business with the Government Dolcey Chaplin NJ Institute of Technology, PTAC & M. Clyde Stoltzfus SE PA PTAC University of

Alliance Mid-Atlantic 12

Procurement Personnel

o Small and Disadvantaged Business Utilization Specialists (SADBUS)-Employed by government to promote business with agency

o Small Business Liaison Officer-Employed by prime contractors to promote business opportunity

o SBA’s Procurement Center Representatives www.sba.gov/GC/pcr.html

o PTACs www.dla.mil/db/procurem.htm

Page 13: Alliance Mid-Atlantic1 Doing Business with the Government Dolcey Chaplin NJ Institute of Technology, PTAC & M. Clyde Stoltzfus SE PA PTAC University of

Alliance Mid-Atlantic 13

Market Research

http://acquisition.gov/comp/procurement_forecasts/index.html o links to agency home pageso links to small business contactso links to procurement opportunitieso links to agency forecasts

www.fedspending.org o searchable database for procurement

history

Page 14: Alliance Mid-Atlantic1 Doing Business with the Government Dolcey Chaplin NJ Institute of Technology, PTAC & M. Clyde Stoltzfus SE PA PTAC University of

Alliance Mid-Atlantic 14

Golden Rule of Government Marketing

“When you are dancing with the bear, you don’t get to lead!!”

Page 15: Alliance Mid-Atlantic1 Doing Business with the Government Dolcey Chaplin NJ Institute of Technology, PTAC & M. Clyde Stoltzfus SE PA PTAC University of

Alliance Mid-Atlantic 15

Rules

o Federal Acquisition Regulations – FARhttp://farsite.hill.af.mil/vffar1.htmo Department/Agency

Regulations/Supplements - e.g., DFARo Command Policies/Regulations

Page 16: Alliance Mid-Atlantic1 Doing Business with the Government Dolcey Chaplin NJ Institute of Technology, PTAC & M. Clyde Stoltzfus SE PA PTAC University of

Alliance Mid-Atlantic 16

SBA Certified Programs

o SBA 8(a) programo Small Disadvantaged Businesso HUBZones

Page 17: Alliance Mid-Atlantic1 Doing Business with the Government Dolcey Chaplin NJ Institute of Technology, PTAC & M. Clyde Stoltzfus SE PA PTAC University of

Alliance Mid-Atlantic 17

o must be a small business o must be unconditionally owned and

controlled by one or more socially and economically disadvantaged individuals who are of good character and citizens of the United States

o must demonstrate potential for success.

https://sba8a.symplicity.com/applicants/guide

SBA Certifications

o SBA 8(a) program

Page 18: Alliance Mid-Atlantic1 Doing Business with the Government Dolcey Chaplin NJ Institute of Technology, PTAC & M. Clyde Stoltzfus SE PA PTAC University of

Alliance Mid-Atlantic 18

o must be a US citizeno 51% owned and controlled by one or more

socially & economically disadvantaged individuals

www.sba.gov/sdb/

SBA Certifications

o Small Disadvantaged Business

Page 19: Alliance Mid-Atlantic1 Doing Business with the Government Dolcey Chaplin NJ Institute of Technology, PTAC & M. Clyde Stoltzfus SE PA PTAC University of

Alliance Mid-Atlantic 19

SBA Certifications

o must be a small businesso concern must be owned and

controlled by US citizens, Community Development Corporations or Indian tribes

o the principal office of the concern must be located in a HUBZone

o at least 35% of the concern’s employees must reside in a HUBZone

http://map.sba.gov/hubzone/

o HUBZones

Page 20: Alliance Mid-Atlantic1 Doing Business with the Government Dolcey Chaplin NJ Institute of Technology, PTAC & M. Clyde Stoltzfus SE PA PTAC University of

Alliance Mid-Atlantic 20

Other Programs & Certifications

o self certification programs Women-Owned businesses

www.womenbiz.gov Service Disabled Veterans (Veterans)

www.vip.vetbiz.gov o certification with the Commonwealth

of Pennsylvaniawww.dgs.state.pa.us

o certification with the State of New Jerseywww.state.nj.us/commerce/smallbizwww.state.nj.us/treasury/purchase

Page 21: Alliance Mid-Atlantic1 Doing Business with the Government Dolcey Chaplin NJ Institute of Technology, PTAC & M. Clyde Stoltzfus SE PA PTAC University of

Alliance Mid-Atlantic 21

Finding Opportunities

GSA - Federal Supply Schedules (FSS)o just about every product and serviceo contracting officers purchase directly

from vendorswww.fss.gsa.gov

o Schedule Sales Query

Page 22: Alliance Mid-Atlantic1 Doing Business with the Government Dolcey Chaplin NJ Institute of Technology, PTAC & M. Clyde Stoltzfus SE PA PTAC University of

Alliance Mid-Atlantic 22

Finding Opportunities

Federal BizOppso Internet site listing federal contracting

opportunitieso Can search current solicitations by

number or key wordwww.fedbizopps.gov

Page 23: Alliance Mid-Atlantic1 Doing Business with the Government Dolcey Chaplin NJ Institute of Technology, PTAC & M. Clyde Stoltzfus SE PA PTAC University of

Alliance Mid-Atlantic 23

Finding Opportunities

o Defense Logistics Agency Procurement Gateway http://progate.daps.dla.mil/home/ internet site for all DLA Centers to register and utilize search capabilities

Page 24: Alliance Mid-Atlantic1 Doing Business with the Government Dolcey Chaplin NJ Institute of Technology, PTAC & M. Clyde Stoltzfus SE PA PTAC University of

Alliance Mid-Atlantic 24

Subcontracting

o applies to awards to large firms of $550,000 and over and construction awards of $1 million and over

o requires a subcontracting plan with goals

o good opportunity for new-to-government contracting firm http://web.sba.gov/subnet

Page 25: Alliance Mid-Atlantic1 Doing Business with the Government Dolcey Chaplin NJ Institute of Technology, PTAC & M. Clyde Stoltzfus SE PA PTAC University of

Alliance Mid-Atlantic 25

Government Purchase Card

o must use under $3000o any governmental employee can haveo volume of transactions growing - $21 bo average $2,500 buys but some with

higher limits (overseas up to $25,000)

Page 26: Alliance Mid-Atlantic1 Doing Business with the Government Dolcey Chaplin NJ Institute of Technology, PTAC & M. Clyde Stoltzfus SE PA PTAC University of

Alliance Mid-Atlantic 26

State Governments

o Commonwealth of Pennsylvaniahttps://www.pasupplierportal.state.pa.us/irj/portal/

o State of New Jerseyhttp://www.nj.gov/njbusiness/

Page 27: Alliance Mid-Atlantic1 Doing Business with the Government Dolcey Chaplin NJ Institute of Technology, PTAC & M. Clyde Stoltzfus SE PA PTAC University of

Alliance Mid-Atlantic 27

Introduction to Radio Frequency Identification (RFID)

RFID has been mandated by the Department of Defense for most vendors and is increasingly a requirement for many large retail businesses.

Page 28: Alliance Mid-Atlantic1 Doing Business with the Government Dolcey Chaplin NJ Institute of Technology, PTAC & M. Clyde Stoltzfus SE PA PTAC University of

Alliance Mid-Atlantic 28

Information Sites Overview of selling to the federal

governmentwww.sellingtothegovernment.net and www.sba.gov/GC

Selling to the Militaryhttp://www.acq.osd.mil/sadbu/doing_business/index.htm

Wide Area Work Flowwww.wawftraining.com

Radio Frequency Identificationwww.dodrfid.org

Page 29: Alliance Mid-Atlantic1 Doing Business with the Government Dolcey Chaplin NJ Institute of Technology, PTAC & M. Clyde Stoltzfus SE PA PTAC University of

Alliance Mid-Atlantic 29

Contacts

Dolcey Chaplin, DirectorFoundation at New Jersey Institute of Technology PTAC323 Martin Luther King Boulevard490 Fenster HallNewark, NJ 07102-1982Phone: [email protected]

Clyde Stoltzfus, DirectorSE PA PTAPThe Wharton SchoolUniversity of Pennsylvania3733 Spruce StreetPhiladelphia, PA 19194Telephone: (215) [email protected]