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Greg Lopez

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Busch Law Firm- a partner of Fairfield and Woods P.C. Michael Feeley ... Online Representations and Certifications https://orca.bpn.gov/ Experience ... – PowerPoint PPT presentation

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Title: Greg Lopez


1
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How the SBA and ARRA will Help Small Business
  • Greg Lopez
  • District Director
  • U.S. Small Business Administration
  • Colorado District

3
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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

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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

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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
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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-(719) 526-6624, 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!
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