1. The SBTDC is a business advisory service of The North Carolina University System
operated in partnership with the U.S. Small Business Administration.
sbtdc.org | info@sbtdc.org
2. Small Business and Technology
Development Center (SBTDC)
Procurement Technical Assistance Center (PTAC)
Doing Business with the Federal, State & Local
Government and Military
LaNell Grissom
910-672-1727
lgrissom@sbtdc.org
3. Agenda
Please turn all cell phones to vibrate
Please feel free to ask questions
• SBTDC and PTAC Services
• Federal Government Contracting
• State Government Contracting
• Teaming on Government Contracts
• Final Thoughts
4. About the Small Business and
Technology Development Center (SBTDC)
• Established in 1984:
– initiated by the US Small Business Act
– funding through US Small Business Administration (SBA) and
matching funds from the University of North Carolina System
• SBTDC Mission:
– Support the growth and development of North Carolina’s economy by:
• encouraging entrepreneurship
• assisting in the creation and expansion of small to medium-sized
enterprises
• facilitating technology development and commercialization
• supporting economic development organizations
5. SBTDC Services
• Confidential one-one-one counseling:
– General Business Services
– Technology Development and Commercialization
– Export Financing Assistance
– Boating Industry Services
– Market & Research Services
– Strategy and Organization Development Services
– Government Procurement Assistance
• Procurement Technical Assistance Center
www.sbtdc.org
6.
7.
8. About the Procurement Technical
Assistance Center (PTAC)
• National program established in 1985:
– Authorized by Congress
– Funded by the Department of Defense and administered through the
Defense Logistics Agency (DLA)
– Provides matching funds through cooperative agreements with state
and local governments and non-profit organizations
• PTAC Program:
– Provides a wide range of services including classes and seminars,
individual counseling, and easy access to information necessary to
successfully compete for government contracts
9. PTAC Services
• Assistance selling to federal, state and local government
entities
– Completing mandatory and beneficial registrations
– Identifying preference eligibility and applicable certifications
– Researching contract award history
– Locating specifications and standards
– Identifying contracting opportunities
– Understanding solicitations requirements and terminology
– Reviewing bids and proposals
www.sbtdc.org/ptac
10.
11.
12. SBTDC and PTAC Statewide Offices
Asheville, Boone, Chapel Hill, Charlotte, Cullowhee, Durham, Elizabeth
City, Fayetteville, Greensboro, Greenville, Hickory, Pembroke, Raleigh,
Wilmington, and Winston-Salem
14. Before Selling to the Government
• Internet access and computer knowledge
• Potential to sell to the government
• Determination to sell to the government
• Knowledge of competition and how they succeed
• Perseverance
Contact a PTAC Counselor!
15. Is the Government Market for You?
• What a government contract can do for your business
– Diversify your customer base
– Cover overhead costs
– Even out cash Flow
• What a government contract cannot do for your business
– Jump-start your business
– Save your business
– Be the sole customer of your business
17. Potential Federal Customers
• Military Bases
• General Services Administration (GSA)
• Department of Veteran’s Affairs (VA)
• Defense Logistics Agency (DLA)
• Department of Homeland Security (DHS)
• United States Department of Agriculture (USDA)
18. Steps in Federal Contracting
• Registration
• Small Business Programs
• Marketing Tools and Strategies
• Locating Opportunities
• Responding to Opportunities
19. Federal Registration Acronyms
• NAICS – North American Industry Classification System
• FSC – Federal Supply Classification
• PSC – Product Service Code
• TIN – Tax Identification Number
• DUNS – Data Universal Numbering System
• CCR – Central Contractor Registration
• DSBS – Dynamic Small Business Search
• ORCA – Online Representations and Certifications
• WAWF – Wide Area Workflow
20. Federal Registration Preparation
• Identify your NAICS codes –
http://www.census.gov/eos/www/naics
• Identify your FSC and PSC codes –
http://www.outreachsystems.com/resources/tables/pscs
• Obtain Tax ID Number (TIN) –
1-800-829-1040 or www.irs.gov/businesses
– Even if Sole Proprietor
• Obtain DUNS Number –
1-866-705-5711 or http://fedgov.dnb.com/webform
– Required for Central Contractor Registration (CCR)
21. Central Contractor Registration
• Required to do business with the federal government
• Marketing Partner ID Number (MPIN) created during
registration
• Commercial and Government Entity Code (CAGE code)
assigned when registration complete
• Includes SBA Firm Profile (Dynamic Small
Business Search)
www.ccr.gov
22. CCR Inputs
• General Information • Points of Contact
– DUNS, TIN, addresses, – CCR, Electronic, and
size information Government contacts
• Corporate Information • Proceedings
– Business type and factors – Series of Yes/No questions
• Goods and Services • Compensation
– NAICS, PSC, FSC – Series of Yes/No questions
• Financial Information • IRS Consent
– Account number, financial – Electronic signature using
institution contacts MPIN
23. SBA Firm Profile
Dynamic Small Business Search
• Access through CCR once registration is complete
• DSBS number (SBA customer number) assigned
• Includes company information from CCR
• Allows firms to include supplemental information
– Non-government certifications
– Capabilities narrative and keywords
– Quality assurance standards
– Export profile
– Performance history
24. Online Representations
and Certifications Application
• Replaces paper Reps and Certs process
• Required to bid on most federal contracts
• May be completed only after CCR is active
• Vendors login using DUNS and MPIN and complete
questionnaire based on the FAR required reps and certs
• Annual recertification required
https://orca.bpn.gov/
25. Wide Area Workflow
• Web-based system for electronic invoicing, receipt,
acceptance, and inspection
• Required to be paid as a contractor on Department of
Defense contracts
• Also supports shipment of Government Furnished Property
(GFP)
• Vendor training available online and in classrooms
https://wawf.eb.mil
26. Steps in Federal Contracting
• Registration
• Small Business Programs
• Marketing Tools and Strategies
• Locating Opportunities
• Responding to Opportunities
27. Federal Small Business Size Standards
• Based on industry (NAICS code)
• Determined by average number of employees or average
annual receipts
• Examples:
– Commercial Construction (236220) – $33.5 million
– Warehousing and Storage (493110) – $25.5 million
– Engineering Services (541330) – $4.5 million
– Office Furniture Manufacturing (337211) – 500 employees
– Auto Parts Wholesalers (423120) – 100 employees
www.sba.gov/sites/default/files/Size_Standards_Table.pdf
28. Federal Small Business
Programs and Certifications
• Small Business Certification
• Small Disadvantaged Business Certification
• 8(a) Business Development Program
• HUBZone Empowerment Contracting Program
• Women Owned Small Business Program
• Veteran Owned Small Business Program
www.sba.gov/contracting
29. Small Business Certification and
Small Disadvantaged Business Certification
• Small Business Certification
– Firms may Self certify through CCR and ORCA
– Must meet small business size standard for NAICS code
– May be small in some NAICS codes, and not others
• Small Disadvantaged Business Certification
– Firms may Self Certify through CCR and ORCA
– Must be small in primary industry and be owned and controlled by
socially and economically disadvantaged individual(s)
– Formal SBA certification program discontinued October 2008
30. 8(a) Business Development Program
• Business assistance program administered by the SBA for
small disadvantaged businesses
• The applicant firm must:
– Be 51% owned and controlled by one or more socially and
economically disadvantaged individuals
– Be a small business in primary industry
– Demonstrate good character and reasonable potential for success
– Have been in business at least two years
• Nine year program with development and transition stages
• Set-aside and sole source opportunities for participants
31. HUBZone Empowerment
Contracting Program
• Program administered by the SBA to encourage development
in historically underutilized business zones
• The applicant firm must
– Be 51% owned and controlled by US Citizens
– Be a small business in primary industry
– Have a principal office located in a HUBZone
– Have at least 35% of employees that reside in a HUBZone
• HUBZones determined by US Census data
• Set-aside and sole-source opportunities
• Price evaluation preference in full and open competitions
32. Women Owned Small Business Program
• Program to ensure federal contracting opportunities for
women owned small businesses
• Eligible firms must:
– Be 51% owned and controlled by one or more women
– Be a small business in primary industry
– Be primarily managed by one or more women
• New rule effective February 4, 2011 allows for:
– WOSBs to self certify or to be third party certified
– The SBA to perform evaluations to confirm WOSB eligibility
– Contracting officers to set-aside opportunities within 83 industries
where WOSBs are underrepresented
33. Veteran and Service-Disabled Veteran Owned
Small Business Programs
• Programs to ensure federal contracting opportunities for
veteran and service-disabled veteran owned small
businesses
• Eligible firms must:
– Be 51% owned and controlled by one or more Veterans or SDVs
– Be a small business in primary industry
– Be primarily managed by one or more or Veterans or SDVs
• Firms may self certify or seek verification through the VA
• Government wide set-aside opportunities for SDVOSBs
• The VA has authority to give preference to and set-aside
opportunities for both SDVOSBs and VOSBs
34. Federal Small Business Contracting Goals
• Government wide statutory goals:
– 23% of prime contracts to small businesses
– 5% of prime and subcontracts to SDBs
– 5% of prime and subcontracts to WOSBs
– 3% of prime and subcontracts to SDVOSBs
– 3% of prime and subcontracts to HUBZone businesses
• Agency goals negotiated and monitored by the SBA
• Small Business Procurement Scorecards published annually
www.sba.gov/content/about-goaling-and-program-information
35. 2009 Federal Small Business
Procurement Scorecards
• Agency for International Dev: F • Dept of Transportation: A
• Dept of Agriculture: A • Dept of the Treasury: B
• Dept of Commerce: C • Dept of Veteran Affairs: A
• Dept of Defense: B • Environmental Protection Agency: A
• Dept of Education: A • General Services Administration: C
• Dept of Energy: A • Nat’l Aeronautics & Space Admin: C
• Dept of Health & Human Services: C • Nat’l Science Foundation: F
• Dept of Homeland Security: A • Nuclear Regulatory Commission: B
• Dept of Housing and Urban Dev.: C • Office of Personnel Mgmt F
• Dept of the Interior: A • Small Business Admin: A
• Dept of Justice: D • Social Security Admin: B
• Dept of Labor: A
• Dept of State: B • Government Wide: B
36. Steps in Federal Contracting
• Registration
• Small Business Programs
• Research and Marketing Tools and Strategies
• Locating Opportunities
• Responding to Opportunities
37. Federal Rules and Regulations Research
• Federal Acquisition Regulation (FAR)
www.acquisition.gov/Far/
– Codification of uniform policies for acquisition of supplies and
services by the executive agencies
• Code of Federal Regulations (CFR)
http://www.gpoaccess.gov/cfr/
– Codification of the general and permanent rules published in the
Federal Register by the executive departments and agencies
• United States Code (USC)
http://www.gpoaccess.gov/uscode/
– Codification by subject matter of the general and permanent laws of
the United States
38.
39.
40.
41. Federal Spending Research
• USASpending.gov
www.usaspending.gov
– Searchable website with basic information on all federal awards
• Federal Procurement Data System (FPDS)
https://www.fpds.gov/fpdsng_cms/
– Searchable website with detailed information on all federal awards
– Users can run simple searches through ezSearch tool or create
an account to build custom Adhoc reports
• Federal Procurement Forecasts
www.acquisition.gov/comp/procurement_forecasts/index.html
– Federal Agency “wish lists”
42.
43.
44.
45.
46.
47.
48. Federal Marketing Strategy
• Complete all registrations
• Identify and target key agencies
– Know the agency’s mission and their needs
• Prepare a Capability Statement
– One page business resume
– Highlight who you are, what you do, and why you are the best
– Communicate what value you can bring to the process
• Visit target agency points of contact
• Remember that small business programs are opportunities;
they are not entitlements
49. Federal Points of Contacts
• Small Business Liaison Officer (SBLO)
– Prime Contractor Employee (Public Law 95-507)
– Monitors prime contractor subcontracting goals
• Small and Disadvantaged Business Utilization Specialist
(SADBU) and Small Business Specialist (SBS)
– Acts as liaison between you and buyers
• Procurement Contract Representative (PCR) and
Commercial Marketing Representative (CMR)
– SBA Resources for small businesses
50. Federal Points of Contact
• Contracting Officer (CO)
– Only person that can obligate the government
– Enters into, administers, and terminates federal contracts
• Contract Administrator
– Assistant to contracting officer
• Contracting Officers Technical Representative (COTR)
– Designated technical expert that monitors contract performance
• End User
– Person that knows requirement the best
51. Steps in Federal Contracting
• Registration
• Small Business Programs
• Research and Marketing Tools and Strategies
• Locating Opportunities
• Responding to Opportunities
52. Finding Federal Opportunities
• Federal Business Opportunities “FedBizOpps”
www.fbo.gov
– Federal government procurement opportunities over $25,000
– May register as a vendor once CCR is active
• FedBid
www.fedbid.com
– Reverse auction system used by some agencies for informal or
simplified acquisitions
• PROBID
www.sbtdc.org/services/probid.asp
– Electronic bid matching system (fees apply)
53.
54.
55.
56. Types of Federal Opportunities
• Presolicitation
• Sources Sought
• Special Notices
• Request for Information
• Solicitation
– Request for Quote
– Request for Proposal
• Modifications
• Award Notice
57. Federal Subcontracting Opportunities
• SBA Subnet
http://web.sba.gov/subnet/
• SBA Subcontracting Directory
http://www.sba.gov/aboutsba/sbaprograms/gc/contacts/gc_su
bcontracts_opportunities.html
• DoD Subcontracting Directory
http://www.acq.osd.mil/osbp/doing_business/Subcontracting_
Directory_0908.pdf
58. Steps in Federal Contracting
• Registration
• Small Business Programs
• Research and Marketing Tools and Strategies
• Locating Opportunities
• Responding to Opportunities
59. Evaluating Federal Opportunities
• Obtain entire solicitation including attachments and
amendments
• Read solicitation completely and thoroughly
• Determine contracting method and contract type
• Attend pre-bid conference if applicable
• Determine potential to bid
• Contact PTAC for assistance!
60. Federal Contracting Methods
• Micro Purchases
– FAR Part 13
• Simplified Acquisitions
– FAR Part 13
• Sealed Bidding
– FAR Part 14
• Negotiated Procurements
– FAR Part 15
61. Micro Purchases
• Micro-purchase threshold
– Supply purchases less than $3,000
– Services purchases less than $2,500
– Construction purchases less than $2,000
• May be credit card transactions or purchase orders
– Approximately 700,000 government credit cards issued
• Advertisement and competition are not required
• Open to large and small business
• Account for $18 billion in annual sales
• Award is usually based on lowest price
62. Simplified Acquisitions
• Purchases over micro purchase threshold and up to
$150,000
• Solicitation in form of Request for Quote (RFQ)
• Informal advertisement required for purchases over
$10,000 and up to $25,000
• Formal advertisement in FBO required for purchases over
$25,000
• Automatically set aside for small business, may be set
aside for 8(a), HUBZone, SDVOSB or WOSB* firms
• Award is usually based on lowest price
63. Sealed Bids
• One of two methods used for procurements over $150,000
• Solicitation in form of Invitation for Bid (IFB)
• Formal Advertisement in FBO required
• May be set-aside for small business, 8(a), HUBZone,
SDVOSB or WOSB* firms
• Bids are publically opened and read aloud by an
authorized person at the time set for bid opening
• Award is made to lowest cost responsive and responsible
bidder
64. Negotiated Procurements
• One of two methods used for procurements over $150,000
• Formal advertisement in FBO required
• Solicitation in form of Request for Proposal (RFP) or
• May be set-aside for small business, 8(a), HUBZone,
SDVOSB, or WOSB* firms
• All proposals are evaluated, and the evaluations committee
holds discussions with “Short List” bidders
• Award is made to best value responsive and responsible
bidder
65. Federal Contract Types
• FFP – Firm Fixed Price
– Most commonly used, reduces risk to government
• CPFF – Cost Plus Fixed Fee
– Used when project uncertainties prevent accurate cost estimation
• T&M – Time and Material
– Used when the extent of work can’t be accurately estimated
• IDIQ – Indefinite Delivery/Indefinite Quantity
– Used when the quantity required over time is unknown
66. Bidding On Federal Contracts
• Follow all of the instructions and sequence given in the
solicitation
• Focus on customer’s mission and goals, being mindful of
evaluation factors
• Check and recheck all cost and pricing data, provide
supporting documentation
• Provide all the required information in enough detail to give
the customer confidence that you understand thoroughly.
• Sign all documents and submit on time in the prescribed
manner
67. Performing on Federal Contracts
• Remember the CO is the only one who can obligate
government funds
• Know your customer and their procedures
• Document everything
• Alert the customer promptly when a change in cost, time, or
method occurs
• Resolve anything that is not accordance with the contract and
execute modifications
• Perform as promised
69. Potential State Customers
• State Agencies
• Universities
• Community Colleges
• Public Schools
• Institutions
• Local governments
70. Steps in State Government Contracting
• Registration
• Small Business Programs
• Marketing Tools and Strategies
• Locating Opportunities
• Responding to Opportunities
71. Registration
• Identify your NIGP/Commodity Codes
http://www.doa.state.nc.us/PandC/ispalpha.htm
• Review the P&C website
http://www.doa.state.nc.us/PandC/
• Register in E-Procurement
http://eprocurement.nc.gov/
• Register in VendorLink
www.doa.state.nc.us/PandC/VendorLink-Registration.htm
72. NC E-Procurement
• Internet based purchasing system
– Streamlines procedures and reduces overall costs
• Statewide vendor registration process
– Required for all vendors
– 1.75% funding fee (required only if awarded a contract)
– Includes eQuote informal buying system
– 240 different government entities are using E-Procurement
• All state agencies, institutions and hospitals, public schools,
community colleges, and some local governments
http://eprocurement.nc.gov
73. NC Vendor Link
• Part of the NC Interactive Purchasing System
• Allows vendors to enter information about their company
• Serves as a vendor directory for state agencies, universities,
community colleges, and public schools.
• Allows vendors to receive e-mail notification of procurement
opportunities
• Registration is mandatory for NC HUB registration and
certification
www.ncpandc.gov/VendorLinkNC.htm
74. Local Government Registration
• Concentrate on immediate area first
• Identify city and county websites
• Complete individual registrations, usually paper
• Register for Minority and Women Business Enterprise
(M/WBE) programs
Note: Many cities and counties use the state Procurement system
http://ncinfo.iog.unc.edu/library/cities.html
75. Steps in State Government Contracting
• Registration
• Small Business Programs
• Marketing Tools and Strategies
• Locating Opportunities
• Responding to Opportunities
76. North Carolina HUB Program
• Program for historically underutilized businesses including
minority, women, and disabled owned businesses
• Statewide Uniform Certification (SWUC)
• 10% participation goal
• Must be registered in VendorLink
• HUB Office Programs
– Sponsors seminars and workshops
– Maintains database of HUB vendors for use by state
purchases, general contractors, and other
www.doa.state.nc.us/hub/
77. NC DOT Small Business Programs
• Disadvantaged Business Enterprise (DBE)
– Socially and economically disadvantaged businesses
• Small Professional Services Firm (SPSF)
– Small sub-consulting businesses
• Minority/Women Business Enterprise (MBE/WBE)
– Minority and/or women owned businesses
• Small Business Enterprise (SBE)
– Small businesses (under $1.5 million gross annual income)
http://www.ncdot.org/business/ocs/
78. Steps in State Government Contracting
• Registration
• Small Business Programs
• Marketing Tools and Strategies
• Locating Opportunities
• Responding to Opportunities
79. State Government Regulation
and Spending Research
• Regulations
– NC Purchase and Contract Administrative Code
http://www.doa.state.nc.us/PandC/admcode.htm
– NC Agency Purchasing Manual
http://www.doa.state.nc.us/PandC/agpurman.htm
– State Construction Manual
http://nc-sco.com/Manual/manual.htm
• Award History
– NC Openbook
www.ncopenbook.gov
80.
81.
82. State and Local Government
Marketing Strategy
• Complete all registrations
• Identify and target key agencies, focusing
on one or two
• Prepare promotional material
– Capability statement
• Visit agency purchasing representatives
• Take advantage of HUB/MBE/WBE status
• Become a chamber member
83. State Government Points of Contact
• State Division Employees
– Purchasing groups managing statewide contracts
• Agency Purchasing Officers
– Manage agency contracts
• HUB Coordinators
– Do not buy anything
– Act as an advocate for small HUB businesses
• End Users
– Person that knows requirements best
84. Steps in State Government Contracting
• Registration
• Small Business Programs
• Marketing Tools and Strategies
• Locating Opportunities
• Responding to Opportunities
85. Finding State Government Opportunities
• Interactive Purchasing System (IPS)
http://www.ips.state.nc.us/ips/pubmain.asp
– Portal for State of North Carolina Opportunities
• VendorLink
http://doa.state.nc.us/PandC/VendorLinkNC.htm
– Allows electronic notification of solicitation notices posted to IPS
• eQuote
– Register through E-Procurement
– Allows vendors to receive and respond to RFQs electronically
• PROBID
86.
87.
88. Steps in State Government Contracting
• Registration
• Small Business Programs
• Marketing Tools and Strategies
• Locating Opportunities
• Responding to Opportunities
89. Evaluating State Government Opportunities
• Obtain a complete copy of the solicitation and watch for
amendments
• Read entire synopsis and other documents carefully
• Determine purchasing procedure
• Attend pre-bid conference or walk-through
• Determine bid potential
• Contact PTAC for assistance!
90. State Government Purchasing Procedures
• Informal Procedures
– Purchase and Contract Administrative Code Subchapter 5B
• Formal Procedures
– Purchase and Contract Administrative Code Subchapter 5B
• Term Contract Procedures
– Purchase and Contract Administrative Code Subchapter 5B
• Construction Project Procedures
– State Construction Office Manual
91. Bidding with Informal Procedures
• Purchases up to $10,000
• Advertisement of bid opportunity is not required
• May be conducted via eQuote system
• Solicitation in form of Request for Quote (RFQ) or Invitation
for Bid (IFB)
• Written quotes or bids required for contracts over $5,000
• Contracts awarded to lowest responsible bidder
92. Bidding with Formal Procedures
• Purchases over $10,000
• Advertisement of bid opportunity is required
• Posted to NC IPS
• Solicitation in form of Request for Proposal (RFP) or
Invitation for Bid (IFB)
• Sealed competitive bids must be obtained
• Contracts awarded to lowest responsible bidder
93. Bidding on Term Contracts
• Commonly purchased commodities, printing, or contractual
services
• Used by all agencies, convenience contracts for universities
and community colleges
• Multi-year contracts with minimum and maximum ordering
quantities
• Also know as Requirements or Indefinite Delivery contracts
• May be awarded to multiple vendors
94. Bidding on Construction Contracts
• State Construction Office
http://www.nc-sco.com
– Informal: $30,000 to $300,000
– Formal: Over $300,000
• University Construction Projects
http://www.northcarolina.edu/info/vendors/opportunities.htm
– University construction solicitations
– Additional information about doing business with universities
95. Bidding On State Government Contracts
• Follow all of the instructions and sequence given in the
solicitation
• Focus on customer’s mission and goals, being mindful of
evaluation factors
• Check and recheck all cost and pricing data, provide
supporting documentation
• Provide all the required information in enough detail to give
the customer confidence that you understand thoroughly.
• Sign all documents and submit on time in the prescribed
manner
96. Performing on State Government Contracts
• Know your customer and their procedures
• Document everything
• Alert the customer promptly when a change in cost, time, or
method occurs
• Resolve anything that is not accordance with the contract and
execute modifications
• Perform as promised
• Remember government customers tend to
be loyal customers
98. Teaming Defined
• Two or more companies form a partnership or joint venture
to act as a potential prime contractor
OR
• A potential prime contractor agrees with one or more other
companies to have them act as its subcontractors under a
specified contract
99. Teaming Arrangements
• Advantages of Teaming Arrangements
– Maximizes complementary skills, resources, and capabilities to
increase competitiveness
– Eliminates barriers to market entry and fills past performance gaps
– Allows all team members to develop a direct relationship with
government agency
• Types of Teaming Arrangements
– Teaming Agreements
– Partnerships
– Joint Ventures
100. Teaming Agreements
• A Teaming Agreement is an agreement between the team
members to work together to pursue a prime contract with the
promise to negotiate subcontracts within the team if it is
successful.
• A teaming agreement should clearly define the
responsibilities of team members during proposal preparation
and contract performance
• One business acts as the prime contractor, and the other
team members act as subcontractors if the team is awarded
a contract.
101. Partnerships
• A partnership is a business enterprise consisting of two or
more individuals or concerns who come together to co-own a
trade or business for profit
• A partnership may be one of two types: general partnership
or limited liability partnership
• A partnership is a distinct legal entity, though partners may be
individually responsible for liabilities of the partnership
• A partnership acts as a prime contractor to the government
102. Joint Ventures
• A joint venture is an association of two or more individuals or
concerns formed to undertake a particular business
transaction or project, rather than one intended to continue
indefinitely
• A joint venture is a distinct legal entity that may be owned by
two or more businesses
• A joint venture cannot submit more than 3 proposals over a
two year period
• A joint venture acts as a prime contractor to the government
103. Bidding on Contracts as a Team
• Proposal preparation and contract performance
responsibilities should be clearly defined regardless of type of
arrangement
• Statement of work tasks should be divided in such a way that
the team complies with subcontracting restrictions, if
applicable
• The teaming arrangement documentation should be included
in the proposal submitted to the government
• All team members must be responsible for their portion of the
contract to ensure overall contract performance
105. Final Thoughts
• Do not be late
• Keep track of required registrations and passwords
• Be proactive and persistent when looking
for opportunities
• Make sure opportunities are consistent with your business
plan
• Make connections and manage relationships
• Utilize small business resources
• Call PTAC with questions
106. Utilize Small Business Resources!
• Work with the SBTDC to develop and maintain a good overall
business strategy
• Work with PTAC to prepare for and identify government sales
opportunities
• Contact the SBTDC or PTAC for assistance, we are here to
help!
107. Marketplace 2011
Sheraton Imperial Hotel
Research Triangle Park, NC
June, 1 2011
Marketplace is a biennial reverse trade show that gives
business owners the opportunity to directly market their
goods and services to large prime contractors and
government agencies
108.
109. North Carolina PTAC Counselors
• Clark Fields – Asheville: 828.251.6025 or cfields@sbtdc.org
• Wanda Robinson – Hickory: 828.345.1049 or wrobinson@sbtdc.org
• George Griffin – Greensboro: 336.779.7339 or ggriffin@sbtdc.org
• Rebecca Barbour – Raleigh: 919-715-7373 or rbarbour@sbtdc.org
• LaNell Grissom – Fayetteville: 910-672-1727 or lgrissom@sbtdc.org
• Cindy Baldwin – Greenville: 252-737-1369 or cbaldwin@sbtdc.org
• Mark Mills – Program Director: 828-345-1115 or mmills@sbtdc.org