# Presentation: 148410

## Procurement Center Representative: 

**Procurement Center Representative: **
**An Advocate, A Resource**

## Coordinate with contracting activities
Review acquisitions
Recommend Set-asides
Review Bundling Cases
Review Solicitations
Support 8(a) Business Development

-    ***What PCRs Do***

- Coordinate with contracting activities
- Review acquisitions
- Recommend Set-asides
- Review Bundling Cases
- Review Solicitations
- Support 8(a) Business Development

## 		   Basis for SBA Programs

- 		   ***Basis for ******SBA Programs***

- Small Business Act
- Implements Congressional Policy to aid, counsel, assist & protect the interests of small business concerns
- Goal of policy is to ensure that a fair proportion of purchases, contracts & subcontracts be placed with small businesses

*http://www.sba.gov/library/lawroom.html*

**Notes:**
Note:  Use the Internet link to get to an online copy of the Small Business Act.

## 			Small Business Contract Assistance Programs

- 			***Small Business Contract ******Assistance Programs***

- Prime Contract Assistance
- Small business set-aside program
- Procurement Preference Goaling
- Size Determination Program
- Waivers to the Non-Manufacturer Rule
- Natural Resources Program
- Certificate of Competency (COC)
- Subcontracting Assistance

*http://www.sba.gov/GC/*

**Notes:**
The internet link on this slide will connect you to the Government Contracting website, which includes points of contacts and resources for the programs noted here.

## PCRs

***PCRs***

- Help ensure a fair portion of purchases go to Small Businesses of all types
- represent SBA at major buying activities
- review proposed acquisitions, including bundled procurements
- recommend requirements to be set aside for HUBZone, 8(a) & SB firms
- advise agencies & SBs on SBA programs
- initiate secretarial appeals

*FAR Part 19.402*

## 		Procurement Programs

- 		***Procurement ******Programs***

- Small business
- Small disadvantaged business (SDB)
- Women-owned small business (WOSB)
- HUBZone small business
- Veteran-owned  small business (VOSB)
- Service-disabled VOSB (SDVOSB)

*FAR Part 19, Public Laws, Code of Federal Regulations*

## 		 PCRs and Appeals

- 		 ***PCRs and Appeals***

- An appeal is a 3 step appellant process:
- PCR issues a Form 70, “SBA Recommendation” to  contracting officer (CO)
- If CO denies, writes a letter of appeal to the Head of the Contracting Activity (HCA)
- If HCA denies, PCR forwards to SBA HQ
- SBA Administrator appeals to the Agency Secretary or Administrator

*FAR Part 19.505*

## Perform Market Research
Provide Training
Perform Surveillance Reviews
Interface with Others
Perform Outreach

-    ***What PCRs Do***

- Perform Market Research
- Provide Training
- Perform Surveillance Reviews
- Interface with Others
- Perform Outreach

## Attend Training Events
Promote SBA Programs
Mediate SB Issues
Monitor Public Notices
Counsel small & ‘other than small’ businesses, Federal Agencies

-   ***What PCRs Do***

- Attend Training Events
- Promote SBA Programs
- Mediate SB Issues
- Monitor Public Notices
- Counsel small & ‘other than small’ businesses, Federal Agencies

**Notes:**
Duties vary somewhat based upon the needs associated with an assignment, specific location, and workload.  A resident PCR will do some things differently than a non-resident or liaison PCR.

## What PCRs See

***What PCRs See***

- Small Business Review Form
- Government Estimate
- Sole Source Justifications (J&A)
- Statement of Work
- Acquisition Plan
- Market Survey

**Notes:**
To carry out their duties, PCRs look at these common elements.  The information arrives in a variety of media - electronic format or hard copy - and each agency has its own form.  
In addition to different formats, the information is released to the PCR at varying stages of the procurement process - some of it is accessible immediately, while other information is not released until a specified point in the process, such as synopsis or award.

## What PCRs See

***What PCRs See***

- Procurement Request
- Purchase History
- Synopses
- Source Selection Criteria
- A-76 Information

**Notes:**
In carrying out the functions listed on the previous page, PCRs look at these common elements.  The information arrives in a variety of media - electronic format or hard copy - and each agency has its own form.  
In addition to different formats, the information is released to the PCR at varying stages of the procurement process - some of it is accessible immediately, while other information is not released until a specified point in the process, such as synopsis or award.

## What PCRs See

***What PCRs See***

- Sensitive Information
- Set-aside appeals
- Certificate of Competency Request
- Subcontracting Plans
- Bid Abstracts

**Notes:**
Here are some more examples.

## Buys Reviewed
Counseling Records
Subcontracting Plans Reviewed
SBA Form 70s
Set-Aside Appeals
8(a) recommendations
Monthly Reports

*** ******What PCRs Track***

- Buys Reviewed
- Counseling Records
- Subcontracting Plans Reviewed
- SBA Form 70s
- Set-Aside Appeals
- 8(a) recommendations
- Monthly Reports

**Notes:**
PCRs are required to keep certain records and copies of information in carrying out their duties.  This is the first page of the common items PCRs are expected to retain.

## SBA’s Role in Subcontracting Types of Reviews

- _Pre-Award Subcontracting Plan Reviews_
- SBA’s PCRs review subcontracting plans prior to contract award (_advisory_)
- _Post-Award Compliance Reviews_
- SBA’s CMRs monitor goal achievement after contract award

***Subcontracting******Assistance***

## Statutory Subcontracting Goals Small Business Act: Section 15(g)

- Statutory Subcontracting Goals Small Business Act: Section 15(g)

- Small Business (SB) - negotiable
- Small Disadvantaged Business (SDB) - 5%
- Women-Owned Small Business (WOSB) - 5%
- HUBZone Small Business - 3%
- Veteran-Owned Small Business - negotiable
- Service-Disabled Veteran-Owned SB - 3%

***Subcontracting******Assistance***

**Notes:**
These are Congressionally mandated goals that must be established on a Government-wide basis.  Individual agencies may have higher or lower goals.  

It is the responsibility of the SBA to ensure that the overall goal for the entire Government, for each socio-economic category, is not less than that set forth in Section 15(g) of the Small Business Act, as shown on this slide. 

## Determining the Need for a Subcontracting Plan

- _Dollar Threshold_:
- contract or contract mod is expected to exceed $550,000 ($1,000,000 for construction)
- _Subcontracting possibilities_:
- contract appears to offer subcontracting possibilities

***Subcontracting******Assistance***

## Determining the Need for a Plan

- Subcontracting plans are _**not**_ required:
- From small business concerns
- For personal services contracts
- For contracts or mods that will be performed entirely outside of the U.S.
- For contracts that do not contain 52.219-8  (e.g., contracts awarded prior to PL 95-507)

***Subcontracting******Assistance***

## Elements of a Subcontracting Plan

- A subcontracting plan must contain goals expressed in both _dollars_ and _percentages_.
- Other required elements are set forth in the FAR at subpart 19.704 and in the clause at 52.219-9.
- SBA provides a Fact Sheet on Subcontracting that explains goals, flow-down, and reporting requirements.

***Subcontracting******Assistance***