# Presentation: 665277

## TIPSS 4 Pre-Solicitation Conference – MBOSS/Cybersecurity

- Small Business Presentation
- Jodie Paustian
- 1/11/09

## Background

- My role is to ensure that a fair share of IRS procurement dollars is issued to small business concerns of all types.
- Goals:
- Prime Goals

## FY09 Goals

- Prime Goals:
- Small Business 29.4%
- Small Disadvantaged Business 5%
- Women-Owned Small Business 5%
- HUBZone Small Business 3%
- Service Disabled Veteran-Owned Small Business 3%
- Veteran-Owned Small Business – no goal, must be tracked
- 8(a) Concerns – No Statutory Goal – subset of Small Disadvantaged Business Goal – currently 2.5%

## TIPSS 4 Size Standard

- NAICS Code for TIPSS 4:
- 				541519 for MBOSS/Cybersecurity
- Size Standard:
- 		$25.0 Million Average Annual Receipts
- K.4 Annual Representations and Certifications (FAR 52.204-8) will be changed to add the above NAICS code and applicable size standard
- K.7 Small Business Program Representations (FAR 52.219-1) will be changed to reflect the above NAICS code and size standard

## TIPSS 4 Set-Asides

- TIPSS 4 MBOSS/Cybersecurity task areas include:
- 8(a) Competitive Set-Aside
- HUBZone Set-Aside
- SDVOSB Set-Aside
- Small Business Set-Aside
- Applicable clauses have been included and should state the applicable set-aside area after each clause
- Small Businesses are allowed to bid on either the MBOSS or Cybersecurity task areas or can bid on both.
- There will be no separate taskings awarded per socioeconomic factors.  Once awards have been made, all small business awardees can bid on any future task orders within the task area(s) they have been approved (i.e., MBOSS or Cybersecurity).

## TIPSS 4 Draft RFP

**FAR 52.219-8 is included in the draft RFP.  This clause is applicable to all small business firms who submit proposals as a prime contractor.**
**Encourages small business participation to the maximum extent possible in the awarding of subcontracts.**
**TIPSS 4 extends this clause to the inclusion of subcontracts to HBCU/MI institutions.**

## Resources for HBCU/MI

- HBCU/MI website:
- Link to the listing of HBCU's:
-         http://www.ed.gov/about/inits/list/whhbcu/edlite-list.html
-     Link to the listing of MIs:
-         http://www.ed.gov/about/offices/list/ocr/edlite-minorityinst-list-tab.html

## Subcontracting Plan Requirements

- The subcontracting plan outline currently shown as Attachment J.5 does not apply to small business concerns.
- Attachment J.5 will be removed from the final RFP.
- Small Business concerns are still encouraged to subcontract to other small business concerns to the maximum extent practicable per FAR 52.219-8.

## Limitations on Subcontracting

- Section H.35 – Limitations on Subcontracting
- All small businesses, as defined in FAR Part 19, shall provide a bi-annual report documenting the percentage of work performed as per FAR 52.219-14 Limitations on Subcontracting (See Section J, Attachment 14, for Sample Reporting Format).  Any small business awardee not meeting the 50% requirements as required by FAR 52.219-14 will be placed on probation for the following six-month period after submission of the report showing non-compliance with subcontracting.  After submission of the report for the probation period, small businesses that are still not in compliance with the 50% requirement will not be allowed to submit a proposal for any new task orders and the awardees next option will not be exercised.

## Limitations on Subcontracting

- Clarifications from Questions:
- Small Business prime contractor must perform 50% of the combined total of all task orders to date.
- Measured per individual contract award to each small business prime contractor.
- Small Business prime contractors can have both small and large business subcontractors on their proposed teams.

## Recertification Requirements

- Draft RFP Section H.3 Small Business Size Status
- 5 Year Base
- 5 One-Year Option Periods
- Recertification is required at:
- the end of the 5 year base
- Each year thereafter prior to exercise of the next option period
- Prior to the end of the 5 year base or each option year thereafter IF a small business prime contractor has been purchased by or merges with another company

## Recertification Requirements (Continued)

- At Recertification:
- If the small business exceeds the size standard at the time of the recertification, the small business prime will be allowed to perform under currently awarded tasks, however, the business size under the contract will change.  No new work will be allowed and at the end of the performance period of current task orders, the business will no longer be affiliated with the TIPSS 4 contract.
- The small business prime contractor will not be allowed to designate a current team member to assume the prime contractor role.
- An 8(a) concern upon graduation from the 8(a) program will no longer be considered an 8(a) firm, but if the 8(a) graduate does not exceed the designated size standard for the NAICS code upon graduation, the 8(a) graduate’s business type will be changed but the 8(a) graduate will be allowed to continue as a TIPSS 4 prime contractor.

## TIPSS 4 Small Business Primes

- Look at Teaming Opportunities
- As a Prime Contractor
- Joint Venture Arrangements
- As a Subcontractor
- With other Small Business concerns
- With Large Business concerns on the ITS task area
- If you have any general questions about doing business with the IRS outside of TIPSS 4, please contact me.
- I will give you as much assistance as I can:
- Technical Points of Contact
- Background of Organizational Structure
- What I know of new work or “hot” issues

## Questions

- Please contact the Contracting Officer at for all TIPSS 4 questions:
**AWSS.TIPSS-4@irs.gov**
**To schedule a meeting to discuss doing business with the IRS:**
**Contact me at ****Jodie.L.Paustian@irs.gov**