Small Business Acquisition

1
Small Business Acquisition Sustainment Tool
(SbAST)
SbAST
5th Information Exchange 14 May 2009
Debbie H. Jackson Chief Enterprise Acquisition
Division WR-ALC/PKE
2
Overview

• Milestones
• Hot Buttons
• Updates
• Teaming Arrangements
• Industry Feedback
• Relevancy Definitions
• Ostensible Subcontracting
• Exercise of Option
• Communication this point forward
• Schedule
• Summary

3
Milestones

• Request for Information completed (16 Nov 07)
• Risk Assessment Workshop held (31 Jan 08)
• Market Research Report completed (11 Aug 08)
• Initial ACE strategy session conducted (25 Aug
  08)
• Drafts Completed and posted (12 Sept 08)
• PWS
• Minimum Capabilities Matrix
• Updated with instructions - 5 May 09
• C-130 Ground Handling Equipment List

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Milestones (cont)

• Information Exchanges
• 20 Oct 08
• 20 Nov 08 (Requirements Symposium)
• 14 Jan 09
• 18 Mar 09
• Pre-ASP
• 14 Apr 09
• ASP
• 29 Apr 09
• Sections LM will be posted NLT 18 May 09
• EAD website

5
Hot Buttons

• Going outside the EAD for answers
• Working with DCMA prior to release of RFP

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Updates
Predecisional
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Teaming Arrangements

• There is no limit on team size but only 9
  entities per team (as identified by the offeror)
  will be evaluated
• Failure to ID the 9 entities MAY MAKE YOU
  NONRESPONSIVE
• Each Prime team (up to a maximum of 9 entities)
  must have capabilities in each category of work
• Modifications/Upgrades/Enhancements
• Maintenance/Repair
• 60 days proposal response time

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Industry Feedback

• 50 of the work performed by the prime must be
  demonstrated in each of the following proposal
  submissions
• Pricing Proposal (Labor Material distribution)
• Past Performance information (Details to be
  provided in the RFP)
• The Government intends to award without
  discussions
• We strongly suggest that everyone go to their SBA
  for teaming approval
• Go to www.SBA.gov for your SBA district office
  directory
• The distinction between an 8a joint venture and
  this effort 8a joint venture must be approved
  by SBA. This effort will be reviewed by
  WR-ALC/JA (legal office)

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Relevancy Definitions

• Relevancy definitions applicable to the prime
  contractors (including, in the case of a joint
  venture, each joint venture member) regarding
  actual work performed and subcontractor/team
  management are as follows
• Very Relevant - Present/past performance efforts
  included prime/joint venture members who
  performed modifications/upgrades/enhancements and
  maintenance/repair while managing subcontractors
  who also performed modifications and/or upgrades
  and/or enhancements and/or maintenance and/or
  repair, which involved essentially the same
  magnitude of effort and complexities this
  solicitation requires

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Relevancy Definitions(cont.)

• Relevant - Present/past performance efforts
  included prime/joint venture members who
  performed modifications/upgrades/enhancements or
  maintenance/repair while managing subcontractors
  who also performed modifications and/or upgrades
  and/or enhancements and/or maintenance and/or
  repair, which involved much of the magnitude of
  effort and complexities this solicitation
  requires
• Not Relevant - Present/past performance efforts
  involved prime/joint venture members who
  performed efforts involving little to none of the
  magnitude of effort and complexities this
  solicitation requires

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Relevancy Definitions(cont.)

• Magnitude of Effort and Complexities not only
  includes the technical features and
  characteristics identified in the Performance
  Work Statement (PWS), but also the logistical and
  programmatic considerations including, but not
  limited to, work performed on military aircraft
  and/or military aircraft systems and subsystems
  (i.e. mechanical, electronic and structural),
  and/or the commercial derivatives of the military
  aircraft and/or military systems/subsystems

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Relevancy Definitions(cont.)

• Relevancy definitions applicable to the critical
  subcontractors regarding actual work performed
  are as follows
• Very Relevant - Present/past performance efforts
  included performance of modifications/upgrades/enh
  ancements and maintenance/repair, which involved
  essentially the same magnitude of effort and
  complexities this solicitation requires

13
Relevancy Definitions(cont.)

• Relevant - Present/past performance efforts
  included performance of modifications/upgrades/enh
  ancements or maintenance/repair, which involved
  much of the magnitude of effort and complexities
  this solicitation requires
• Not Relevant - Present/past performance efforts
  involved performance of efforts involving little
  to none of the magnitude of effort and
  complexities this solicitation requires

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Ostensible Subcontracting

• The PCO is required to make a size determination
  on the apparently successful offeror for every
  competitive D/TO
• In the event that a prime contractor proposes to
  use a large business subcontractor on a specific
  D/TO, and that prime contractor is determined to
  be the apparently successful offeror on that
  D/TO, the PCO will review the offerors proposal
  to determine if an ostensible subcontracting
  relationship exists
• In the event that the determination is made that
  an ostensible subcontracting relationship exists,
  that offeror will be determined to be large by
  affiliation and will be ineligible for award of
  that D/TO
• PCO will utilize the SBA developed seven factor
  test in making this determination

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Ostensible subcontractors - the Test

• The Seven Factor test used by SBA includes the
  following
• Which party will be managing the contract?
• Which party possesses the requisite background
  and expertise to carry out the contract?
• What party pursued the contract award?
• What degree of collaboration was there on the
  proposal effort?
• Were the tasks allocated to be performed by each
  party or is there commingling of personnel and
  material?
• What is the amount of work to be performed by
  each party?
• Which party will perform the more complex and
  costly contract functions?

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Exercise of Incentive Option

• Satisfactory performance Option exercised
• Unsatisfactory performance Option will not be
  exercised
• Performance is unsatisfactory when contractor or
  joint venture work performed falls below 50 of
  the basic contract
• Non compliance at the end of the first year of
  the option period may result in suspension from
  competition
• Government will not exercise the option of any
  prime contractor who becomes a large business
  during the course of the basic contract period of
  performance

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Communications This point forward

• Until RFP release
• No phone calls
• No one on ones
• Must be done in writing
• WRALC.PKF.SBMODPGM_at_robins.af.mil
• After RFP release
• All communications will be accomplished VIA
  formal channels

We are in Source Selection
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Schedule

• Major Milestones
• Meeting with XR-ACE Aug 08
• Acq Plan, PWS, ASP Charts Feb-Apr 09
• ASP AFMC/CA Apr 09
• RFP Jun 09
• Receipt of Proposals Aug 09
• Award Mar 10

Draft Schedule
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Summary

• This is the LAST Information Exchange
• Now until RFP is released, any and all
  correspondence will be via the small business
  email address
• WRALC.PKF.SBMODPGM_at_robins.af.mil
• Once RFP is released, any and all correspondence
  will be thru formal channels