The Federal Small Business Programs Desk Reference & Training Course

It is the goal of The Federal Small Business Programs Desk Reference & Training Course to provide the premier knowledge management, e-learning and performance support system in Federal small business programs for Federal employees, contractors and grantees.
The Federal Small Business Programs Desk Reference & Training Course is an incomparable up-to-date guide to professional Budget Execution in the Federal sector.
The Federal Small Business Programs Desk Reference & Training Course may be used for on-demand online learning and just-in-time performance support on the job. It may also be used as formal competency-based training and education by utilizing the Learning Objectives and Assessments with the Lessons in the course of instruction.
Whether used for on-the-job performance support or formal training and education, Know Net 2 integrates "know why" with "know how" so you can "know now!"
The Federal Small Business Programs Desk Reference & Training Course is available through your Agency Portal, your Contractor/Grantee Portal or via Individual Subscription.
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Introduction to Federal Small Business Programs
Module VIII Historically Underutilized Business Zone Program (HUBZone)
Module IX Small Business Competitiveness Demonstration Program
Module XI Veteran and Service-Disabled Veterans Business Program
Conclusion to Federal Small Business Programs
Introduction to Federal Small Business Programs
Introduction
Knowledge Requirements
Module I Overview
1.0 Introduction
1.1 The Small Business Policy of the United States Government
Reasons for the Small Business Policy of the United States Government
1.2 Key Concepts
Acquisition Life Cycle
Thresholds
1.3 Authority
Highlights of The Small Business Act and Subsequent Amendments
8(a) Business Development Program Authority
Subcontracting Authority
Women-Owned Small Business Program Authority
HUBZone Program Authority
Veterans Programs Authority
Administrative Law Authority for Federal Small Business Programs
1.4 Maximizing Small Business Participation
Establishment of Governmentwide Small Business Participation Goals
Establishment of Federal Agency Small Business Participation Goals
OSDBU Activities to Increase Small Business Participation
1.5 Duties of Small Business Specialist (SBS)
Reviewing Solicitations and Contract Actions
Reviewing Subcontracting Plans and Monitoring Performance
Working with Contracting Officers/Contract Specialists, Program Officials and the SBA
Supporting Agency Market Research
Assisting and Counseling Small Business
Participating in Outreach Efforts
Reporting
1.6 Duties of the Contracting Officer (CO)
1.7 Summary
What We Learned
What's Next
Module II Small Business Eligibility
2.0 Introduction
2.1 Definition of a Small Business Concern
2.1 Classifying Procurements
2.2 The NAICS Code
Determining the NAICS Code
2.4 The Small Business Size Standard
How the Contracting Officer/Contracting Specialist Determines the Size Standard for a Procurement
Service Businesses
Manufacturing Businesses
Small Business Offerors Certify Their Size
2.5 Appeal of NAICS Code and Business Size Standards
2.6 Summary
What We Learned
What's Next
Module III Requisition Reviews and Market Research
3.0 Introduction
3.1 Overview
Requisition Review Process
Acquisition Planning & Market Research
Thresholds
Different Procedures for Each Threshold
3.2 Actions under the Simplified Acquisition Threshold
Micro-Purchases
Small Business Set Asides Using Simplified Acquisition Procedures
3.3 Actions Over the Simplified Action Threshold
SBS and SBA PCR Review
SBA PCR Appeals
3.4 Market Research
The Discretion of the Contracting Officer/Contracting Specialist
Market Research
Techniques for Conducting Market Research
3.5 Pre-Solicitation or Sources Sought Notices
Purpose and Use of the Pre-Solicitation or Sources Sought Notice
Caution
3.6 GWAC, IDIQ and GSA Schedule Purchases
3.7 Contract Bundling
Definition of Contract Bundling
Procedural Requirements
3.8 Summary
What We Learned
What's Next
Module IV Small Business Subcontracting Program
4.0 Introduction
4.1 Overview
Legal Basis for Subcontracting Requirements
Subcontracting with Small, Small Disadvantaged and Women-Owned Businesses
Liquidated Damages
HUBZone Subcontracting Requirements
Prompt Payment Act Requirements
Administration of the HHS Small Business Subcontracting Program
4.2 Providing Subcontracting Opportunities
4.3 Types of Subcontracting Plans
Individual Plans
Master Plans with Individual Contract Goals
Commercial Plans
4.4 Solicitation Clauses and Attachments
Subcontracting Plan Outline
Subcontracting Program Evaluation Criteria
4.5 Publicizing Subcontracting Opportunities
4.6 Evaluating the Subcontracting Plan
The Plan Evaluation Team
Role of the Contracting Officer/Contracting Specialist
Role of the Small Business Specialist
Role of the SBA PCR
Role of the Director, OSDBU
Subcontract Compliance Reviews
Evaluation Factors
Plan Review Procedures
Other Considerations
Awarding the Contract with a Subcontracting Plan
4.7 Post Award Action
Synopsis of Award
Subcontract Plan Administration
Procedures for Delinquent Reports
Final Performance Assessments
Contracting Officer/Contracting Specialist Duties
4.8 Summary
What We Learned
What's Next
Module V Small Business Set Asides
5.0 Introduction
5.1 Overview
The Definition and Purpose of the Set-Aside
Unilateral and Joint Set Aside Determinations
SBA PCR Review of All Acquisitions over the Micro-Purchase Threshold Not Set Aside for Small Business
Set Asides Must Specify Small Business Size Standard and NAICS Code
Fair Market Prices Required in Set Asides
5.1 Small Business Set Aside Considerations
5.2 Small Business Set Asides
Requirement for Setting Aside Acquisitions
Total Small Business Set Asides
Partial Set Asides
Methods of Conducting Set Asides
Insufficient Causes for Not Setting Aside an Acquisition
5.3 Rejecting A Small Business Administration Recommendation
5.4 Summary
What We Learned
What's Next
Module VI Women Business Program
6.0 Introduction
6.1 Overview
Definition of Women-Owned Business
Contracting Goals
Certification Requirements
6.2 Small Business Preference Programs for Women Business Owners
Section 8(m) of the Small Business Act (Act), 15 U.S.C. 637(m)
OSDBU Agreements with the Small Business Administration
6.3 Summary
What We Learned
What's Next
Module VII SBA 8(a) Program
7.0 Introduction
7.1 Overview
7.2 Authority and Implementation
7.3 Identifying Procurements for the 8(a) Program
Types of Suitable Procurements
Identifying Procurements
Repetitive Set Aside Policy
Search Letter Procedures
Appeal Process
7.4 Offering Procurements to the SBA
General Offers for the 8(a) Program
Offers for a Particular 8(a) Firm or Concern
Technical Competition
Informal Technical Presentations
Offers for Competitive Procurements
SBA Response
7.5 Synopsis
7.6 Sole Source 8(a) Contracts
Sole Source Acquisition under $100,000
Sole Source Solicitations over $100,000
Class Deviations
7.7 Competitive 8(a) Contracts
Offering Letter
Establishing Competitive 8(a) Source Lists
Competitive 8(a) Solicitations
Evaluation of Competitive 8(a) Offers
Negotiating the Competitive 8(a) Contract
Eligibility Determinations for Competitive Procurements
Preparing the Competitive 8(a) Contract Documents
7.8 Withdrawal or Modification of 8(a) Set Asides
7.9 Post Award Actions
Coordination with the SBA and OSDBU
Approval of Lower Tier Subcontracting
Contract Modifications
Delivery Orders/Task Orders
Exercising Options
Performance of Contracts by Original 8(a) Concern
Contract Close-Out
7.10 Summary
What We Learned
What's Next
Module VIII Historically Underutilized Business Zone Program (HUBZone)
8.0 Introduction
8.1 Overview
Legal Basis
Purpose of the HUBZone Program
Certification Requirements
8.2 Elements of the HUBZone Program
Regulatory and Implementing Responsibility for the HUBZone Empowerment Contracting Program
Eligibility Criteria for the Program
Definition of a HUBZone
8.3 The HUBZone Program at Work
Simplified Acquisitions
Acquisitions over $100,000
Types of HUBZone Contract Opportunities
Contracts Not Available for HUBZone Set Asides
Application of Price Evaluation Preference (PEP)
Clauses
8.4 Goaling
8.5 Affected Agencies
8.6 Summary
What We Learned
What's Next
Module IX Small Business Competitiveness Demonstration Program
9.0 Introduction
9.1 Overview
9.2 Purpose
Program Components
Designated Industry Groups (DIGs)
9.3 Agency Participants
9.4 Goals
9.5 Summary
What We Learned
What's Next
Module X Small Disadvantaged Business Program
10.0 Introduction
10.1 Small Disadvantaged Business (SDB) Certification Program
What is a Small Disadvantaged Business Concern?
Who is an Economically Disadvantaged Individual?
Who is a Socially Disadvantaged Individual?
Examples of Socially and Economically Disadvantaged Individuals
Certification Requirements
10.2 Evaluation Factors versus Price Evaluation Adjustments
Evaluation Factors
Price Evaluation Adjustments
10.3 Summary
What We Learned
What's Next
Module XI Veteran and Service-Disabled Veterans Business Program
11.0 Introduction
11.1 Overview
Legal Basis for the Veteran and Service Disabled Veteran Business Program
Service-Disabled Veteran-Owned Small Business (SDVOSB) Set-Aside
11.2 Eligibility
11.3 Governmentwide Participation Goals
11.4 Summary
What We Learned
What's Next
Module XII Small Business Innovation Research (SBIR) Program and the Small Business Technology Transfer (STTR) Program
12.0 Introduction
12.1 Overview
12.2 Executive Order 13329 Encouraging Innovation in Manufacturing
12.3 The Small Business Innovation Research (SBIR) Program
Program Summary
Small Business Eligibility Requirements
The SBIR System
Three Phase Program
SBA Role
12.4 The Small Business Technology Transfer (STTR) Program
Program Summary
Small Business Eligibility Requirements
The STTR System
Three Phase Program
SBA Role
12.5 Summary
What We Learned
What's Next
Conclusion to Federal Small Business Programs
Conclusion