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Strategies for
Partnering
&
Sub-Contracting
US Federal Government Contracting
Presented By:
Jennifer Schaus, WASHINGTON DC
June 16, 2016
AGENDA:
• Introductions
• Company Introduction
•The Basics
• SBA Scorecard
•Best Practices
•Conclusions
• Q & A
Strategies for Partnering & Sub-
Contracting
COMPANY
INTRODUCTION
Strategies for Partnering & Sub-
Contracting
Jennifer Schaus, Schaus &
Associates
•Washington DC Based
•20 Yrs Govt Contracting
•GSA Scheds, Gov Con Services &
Events
•Product & Service Clients
•Large & Small Biz Customers
www.JenniferSchaus.com
Strategies for Partnering & Sub-
Contracting
THE BASICS
Strategies for Partnering & Sub-Contracting
THE BASICS
Federal Government Contracting
* The Largest Buyer in THE WORLD!
* Billions of Dollars Spent - $500B
* Govt is risk adverse – prefers known
and “certified” / vetted entities
Strategies for Partnering & Sub-
Contracting
THE BASICS
Federal Government Contracting
•Long Sales Cycles
Influenced By:
Price – Trusted Entities / Relationships – Solve Problem –
Ease of Purchase
•LPTA, Lowest Price Tech Accept.
Most purchases  incumbents
LPTA allows companies w limited or no past performance
to enter market.
•Federal Govt abides by The FAR.
FAR (Federal Acquisition Regulation) defines Small
Business & Purchasing Guidelines
www.Acquisition.gov
Strategies for Partnering & Sub-
Contracting
THE BASICS
Federal Government Contracting
SBA – Small Business
Identify your industry/NAICS
Codes
Varies by industry. Based on:
# of Employees
$$$ Annual Revenues
Reference:
https://www.sba.gov/sites/default/files/files/Size_Standards_Table.pdf
Strategies for Partnering & Sub-
Contracting
THE SBA
SCORECARD
Strategies for Partnering & Sub-
Contracting
THE SBA SCORECARD
Evaluation Tool for Grading Agencies
Small Business Set-Asides =
23% Small Biz
(Direct award from FED GOV to
Small Biz)
34.06% Small Biz Sub-
Contractor
(Indirect award via Prime
Contractor to Small Biz)
Strategies for Partnering & Sub-
Contracting
THE SBA SCORECARD
Evaluation Tool for Grading
Agencies
Small Business Set-Asides =
The Breakdown….
Women Owned = 5%
Disadvantaged = 5%
SDVO = 3%
HUBZone = 3%
Strategies for Partnering & Sub-
Contracting
THE SBA SCORECARD
Evaluation Tool for Grading
Agencies
The SBA Scorecard
Dpt of Commerce defines goals
and SBA monitors.
Agencies receive a grade
80% based on Prime/Direct
10% based on Sub
10% based on Plan
Reference:
https://www.sba.gov/sites/default/files/files/FY14_Scorecard_Summary_by_Prime_Spend_Subk_and_Plan
_Progress_Scores_2015-05-04.pdf
Strategies for Partnering & Sub-
Contracting
BEST PRACTICES
Strategies for Partnering & Sub-
Contracting
BEST PRACTICES
•Dun & Bradstreet – DUNS#
www.DNB.com
•Register in SAM
www.SAM.gov
•Register & Find Partners in SBA
Dynamic Database
http://dsbs.sba.gov/dsbs/search/dsp_dsbs.cfm
•*Secure appropriate Small Biz Certs
•Prepare Capability Statement
•Review SBA Scorecard
•Prepare a Strategy based on this info
Strategies for Partnering & Sub-Contracting
SMALL BUSINESS
CERTIFICATIONS
Women Owned = 5%
4 Organizations formal Cert, 3rd
Party
https://www.sba.gov/sites/default/files/forms/SBA_Form_2413_comp_0.pdf
Disadvantaged = 5%
SDVO = 3%
Service Disabled Veteran Owned
www.va.gov
HUBZone = 3%
Historically Under Utlized Business Zone
http://map.sba.gov/hubzone/maps
Strategies for Partnering & Sub-
Contracting
REMINDER!!!
Govt Agencies DIRECT to Small Business
= 23%
Primes DIRECT to Small Business
(= Sub-Contracting)
= 34.06%
23% < 34.06%
Strategies for Partnering & Sub-Contracting
BEST PRACTICES
DIRECT CONTRACTING – 23%
Strategies for Partnering & Sub-Contracting
BEST PRACTICES
DIRECT CONTRACTING – 23%
•Contact each Agency OSDBU
Office of Small & Disadvantage Business
Utilization
•Submit Capability Statement or
Unsolicited Proposal through their portal
•Attend Industry Days (Open House for
Small Businesses) or events where they
will be present
* Typically listed on www.FBO.gov
Strategies for Partnering & Sub-Contracting
BEST PRACTICES
SUB-CONTRACTING – 34.06%
Strategies for Partnering & Sub-Contracting
BEST PRACTICES
SUB-CONTRACTING – 34.06%
•Download from FPDS the Top FED GOV
Contractors
(can sort by agency)
Reference: https://www.fpds.gov/fpdsng_cms/index.php/en/reports/62-top-100-contractors-report3.html
•Register on Primes website as a Small
Business
•Find contracts (on FPDS) Prime has
worked on w/in your industry/NAICS Codes
•Attend Industry Days or events where they
will be present
Strategies for Partnering & Sub-Contracting
BEST PRACTICES
SUB-CONTRACTING – 34.06%
•Identify Prime Contractors holding GSA
Schedules w/in your industry (GSA E-
Library)
Reference:
http://www.gsaelibrary.gsa.gov/ElibMain/home.do;jsessionid=5C27A5C57F7DF2C1E8345B21E3AB4308.prd1cweb
•Designation is “O” for Other = Large Biz
•Register on Primes website as a Small
Business
•Find contracts (on FPDS) Prime has
worked on
•Attend Industry Days or events where
they will be present
Strategies for Partnering & Sub-Contracting
BEST PRACTICES
Continued
•Attend Industry Events and Join
Organizations related to Small Business
Designations
Examples:
WIPP – Women Impacting Public Policy
HUBZone Council
National 8a Association
SDVO Council
SECAF
The ASBC
NCMA
AFCEA
PSC
Chambers of Commerce
Strategies for Partnering & Sub-Contracting
BEST PRACTICES
Continued
•Look for Match-Making Events put on by
PTAP/PTAC, SCORE, Chambers of
Commerce, SBDC’s, Incubators.
•Look for Gov Con events on
www.GovEvents.com
Strategies for Partnering & Sub-Contracting
CONCLUSIONS
Strategies for Partnering & Sub-
Contracting
CONCLUSIONS
• Competitive Market
• Relationships Matter
• What is your value & value-add?
• SIZE MATTERS, but….
Lead w your Capabilities, Not Size!
• Get Certified = more serious
• Competitor – Collaborate!
• Have a plan based on facts/data/intel
Strategies for Partnering & Sub-
Contracting
RESOURCES
www.Acquisition.gov THE FAR
https://www.sba.gov/sites/default/files/files/Size_Standards_Table.pdf SIZE STANDARDS
https://www.sba.gov/sites/default/files/files/FY14_Scorecard_Summary_by_Prime_Spend_Subk_and_Plan_Progress_Scores_2015-05-04.pdf SBA SCORECARD
http://dsbs.sba.gov/dsbs/search/dsp_dsbs.cfm SBA DYNAMIC DATABASE
https://www.sba.gov/sites/default/files/forms/SBA_Form_2413_comp_0.pdf WOMEN CERT
http://map.sba.gov/hubzone/maps HUBZone MAP
https://www.fpds.gov/fpdsng_cms/index.php/en/reports/62-top-100-contractors-report3.html TOP 100
http://www.gsaelibrary.gsa.gov GSA PRIME CONTRACTORS
http://www.govevents.com GOV EVENTS
http://www.fbo.gov FED BIZ OPPS – Search Set-Asides & Industry Days
OSDBU – Office Small Disadvantage Business Utilization
Strategies for Partnering & Sub-
Contracting
Ms. Jennifer L. Schaus
Washington DC
+ 1 - 2 0 2 – 3 6 5 – 0 5 9 8
jschaus@jenniferschaus.com
www.JenniferSchaus.com
OUR SERVICES INCLUDE:
* GSA Schedules
* SBA 8a Certification
* Proposal Writing
* Federal Sales
* Capability Statements
* Government Analysis Rpt / Mktng
Plan

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FED GOV CON - Strategies For Partnering & Sub-Contracting

  • 1. Strategies for Partnering & Sub-Contracting US Federal Government Contracting Presented By: Jennifer Schaus, WASHINGTON DC June 16, 2016
  • 2. AGENDA: • Introductions • Company Introduction •The Basics • SBA Scorecard •Best Practices •Conclusions • Q & A Strategies for Partnering & Sub- Contracting
  • 4. Jennifer Schaus, Schaus & Associates •Washington DC Based •20 Yrs Govt Contracting •GSA Scheds, Gov Con Services & Events •Product & Service Clients •Large & Small Biz Customers www.JenniferSchaus.com Strategies for Partnering & Sub- Contracting
  • 5. THE BASICS Strategies for Partnering & Sub-Contracting
  • 6. THE BASICS Federal Government Contracting * The Largest Buyer in THE WORLD! * Billions of Dollars Spent - $500B * Govt is risk adverse – prefers known and “certified” / vetted entities Strategies for Partnering & Sub- Contracting
  • 7. THE BASICS Federal Government Contracting •Long Sales Cycles Influenced By: Price – Trusted Entities / Relationships – Solve Problem – Ease of Purchase •LPTA, Lowest Price Tech Accept. Most purchases  incumbents LPTA allows companies w limited or no past performance to enter market. •Federal Govt abides by The FAR. FAR (Federal Acquisition Regulation) defines Small Business & Purchasing Guidelines www.Acquisition.gov Strategies for Partnering & Sub- Contracting
  • 8. THE BASICS Federal Government Contracting SBA – Small Business Identify your industry/NAICS Codes Varies by industry. Based on: # of Employees $$$ Annual Revenues Reference: https://www.sba.gov/sites/default/files/files/Size_Standards_Table.pdf Strategies for Partnering & Sub- Contracting
  • 9. THE SBA SCORECARD Strategies for Partnering & Sub- Contracting
  • 10. THE SBA SCORECARD Evaluation Tool for Grading Agencies Small Business Set-Asides = 23% Small Biz (Direct award from FED GOV to Small Biz) 34.06% Small Biz Sub- Contractor (Indirect award via Prime Contractor to Small Biz) Strategies for Partnering & Sub- Contracting
  • 11. THE SBA SCORECARD Evaluation Tool for Grading Agencies Small Business Set-Asides = The Breakdown…. Women Owned = 5% Disadvantaged = 5% SDVO = 3% HUBZone = 3% Strategies for Partnering & Sub- Contracting
  • 12. THE SBA SCORECARD Evaluation Tool for Grading Agencies The SBA Scorecard Dpt of Commerce defines goals and SBA monitors. Agencies receive a grade 80% based on Prime/Direct 10% based on Sub 10% based on Plan Reference: https://www.sba.gov/sites/default/files/files/FY14_Scorecard_Summary_by_Prime_Spend_Subk_and_Plan _Progress_Scores_2015-05-04.pdf Strategies for Partnering & Sub- Contracting
  • 13. BEST PRACTICES Strategies for Partnering & Sub- Contracting
  • 14. BEST PRACTICES •Dun & Bradstreet – DUNS# www.DNB.com •Register in SAM www.SAM.gov •Register & Find Partners in SBA Dynamic Database http://dsbs.sba.gov/dsbs/search/dsp_dsbs.cfm •*Secure appropriate Small Biz Certs •Prepare Capability Statement •Review SBA Scorecard •Prepare a Strategy based on this info Strategies for Partnering & Sub-Contracting
  • 15. SMALL BUSINESS CERTIFICATIONS Women Owned = 5% 4 Organizations formal Cert, 3rd Party https://www.sba.gov/sites/default/files/forms/SBA_Form_2413_comp_0.pdf Disadvantaged = 5% SDVO = 3% Service Disabled Veteran Owned www.va.gov HUBZone = 3% Historically Under Utlized Business Zone http://map.sba.gov/hubzone/maps Strategies for Partnering & Sub- Contracting
  • 16. REMINDER!!! Govt Agencies DIRECT to Small Business = 23% Primes DIRECT to Small Business (= Sub-Contracting) = 34.06% 23% < 34.06% Strategies for Partnering & Sub-Contracting
  • 17. BEST PRACTICES DIRECT CONTRACTING – 23% Strategies for Partnering & Sub-Contracting
  • 18. BEST PRACTICES DIRECT CONTRACTING – 23% •Contact each Agency OSDBU Office of Small & Disadvantage Business Utilization •Submit Capability Statement or Unsolicited Proposal through their portal •Attend Industry Days (Open House for Small Businesses) or events where they will be present * Typically listed on www.FBO.gov Strategies for Partnering & Sub-Contracting
  • 19. BEST PRACTICES SUB-CONTRACTING – 34.06% Strategies for Partnering & Sub-Contracting
  • 20. BEST PRACTICES SUB-CONTRACTING – 34.06% •Download from FPDS the Top FED GOV Contractors (can sort by agency) Reference: https://www.fpds.gov/fpdsng_cms/index.php/en/reports/62-top-100-contractors-report3.html •Register on Primes website as a Small Business •Find contracts (on FPDS) Prime has worked on w/in your industry/NAICS Codes •Attend Industry Days or events where they will be present Strategies for Partnering & Sub-Contracting
  • 21. BEST PRACTICES SUB-CONTRACTING – 34.06% •Identify Prime Contractors holding GSA Schedules w/in your industry (GSA E- Library) Reference: http://www.gsaelibrary.gsa.gov/ElibMain/home.do;jsessionid=5C27A5C57F7DF2C1E8345B21E3AB4308.prd1cweb •Designation is “O” for Other = Large Biz •Register on Primes website as a Small Business •Find contracts (on FPDS) Prime has worked on •Attend Industry Days or events where they will be present Strategies for Partnering & Sub-Contracting
  • 22. BEST PRACTICES Continued •Attend Industry Events and Join Organizations related to Small Business Designations Examples: WIPP – Women Impacting Public Policy HUBZone Council National 8a Association SDVO Council SECAF The ASBC NCMA AFCEA PSC Chambers of Commerce Strategies for Partnering & Sub-Contracting
  • 23. BEST PRACTICES Continued •Look for Match-Making Events put on by PTAP/PTAC, SCORE, Chambers of Commerce, SBDC’s, Incubators. •Look for Gov Con events on www.GovEvents.com Strategies for Partnering & Sub-Contracting
  • 25. CONCLUSIONS • Competitive Market • Relationships Matter • What is your value & value-add? • SIZE MATTERS, but…. Lead w your Capabilities, Not Size! • Get Certified = more serious • Competitor – Collaborate! • Have a plan based on facts/data/intel Strategies for Partnering & Sub- Contracting
  • 26. RESOURCES www.Acquisition.gov THE FAR https://www.sba.gov/sites/default/files/files/Size_Standards_Table.pdf SIZE STANDARDS https://www.sba.gov/sites/default/files/files/FY14_Scorecard_Summary_by_Prime_Spend_Subk_and_Plan_Progress_Scores_2015-05-04.pdf SBA SCORECARD http://dsbs.sba.gov/dsbs/search/dsp_dsbs.cfm SBA DYNAMIC DATABASE https://www.sba.gov/sites/default/files/forms/SBA_Form_2413_comp_0.pdf WOMEN CERT http://map.sba.gov/hubzone/maps HUBZone MAP https://www.fpds.gov/fpdsng_cms/index.php/en/reports/62-top-100-contractors-report3.html TOP 100 http://www.gsaelibrary.gsa.gov GSA PRIME CONTRACTORS http://www.govevents.com GOV EVENTS http://www.fbo.gov FED BIZ OPPS – Search Set-Asides & Industry Days OSDBU – Office Small Disadvantage Business Utilization Strategies for Partnering & Sub- Contracting
  • 27. Ms. Jennifer L. Schaus Washington DC + 1 - 2 0 2 – 3 6 5 – 0 5 9 8 jschaus@jenniferschaus.com www.JenniferSchaus.com OUR SERVICES INCLUDE: * GSA Schedules * SBA 8a Certification * Proposal Writing * Federal Sales * Capability Statements * Government Analysis Rpt / Mktng Plan