NCMA Space City/ Houston Chapter Presents 12 th Annual Small Business Conference & Trade Fair

1. NCMA Space City/ Houston ChapterPresents12th Annual Small Business Conference & Trade Fair April 10, 2014

2. Agenda • 8:30 a.m. – 9:00 a.m. • Welcome/Conference Overview Kelly Rubio, NASA Penny L. White, The Boeing Company • NCMA Welcome Delene Sedillo, President, NCMA Space City Houston Chapter

3. Agenda • Welcome/Conference Overview • Kelly Rubio, NASA • Penny L. White, The Boeing Company

4. Committee • Penny White, Co-Chair (Boeing) • Kelly Rubio, Co-Chair (NASA) • Jannette Bolden (NASA) • Toni Hall (Boeing) • Jack Harrison (QTS, Inc.) • Christie Pillar (USA) • Luz Wood (USA)

5. Sponsors Level I Jacobs Technology Lockheed Martin Space Systems The Boeing Company United Space Alliance Wyle Integrated Science & Engineering

6. Sponsors Level II LZ Technology, Inc. UTC Aerospace Systems MEI Technologies, Inc. Anadarko Industries, LLC Wichita Tribal Enterprises, LLC MRI Technologies PAE Applied Technologies, LLC

7. Sponsors Level III SGT, Inc. QTS, Inc. Logical Innovations, Inc. Space X Dyn Corp International JesTech Houston Precision Fasteners es2 technologies, inc.

8. Participating Resource Organizations • City of Houston • Houston Minority Supplier Development Council (HMSDC) • National Aeronautics and Space Administration (NASA) • National Contract Management Association (NCMA) • Port of Houston Authority • Space Alliance Technology Outreach Program (SATOP)

9. Participating Resource Organizations • Small Business Administration (SBA) • U.S. Army Corps of Engineers • U of H Procurement Technical Assistance Center (PTAC) • Women’s Business Enterprise Alliance (WBEA) • METRO

10. Door Prize Donations • University of Houston PTAC • Houston Minority Supplier Development Council (HMSDC) • SGT, Inc. • United Space Alliance • LZ Technology, Inc. • Barrios Technology • Logical Innovations, Inc. • Wyle Integrated Science & Engineering • MEI Technologies

11. Door Prize Donations • Space X • Jacobs Technology • QTS • The Boeing Company • Jes Tech • Dyn Corp International • Anadarko Industries, LLC • Wichita Tribal Enterprises, LLC • MRI Technologies • Houston Precision Fasteners

12. Agenda • NCMA Welcome • DeleneSedillo, President • NCMA Space City Houston Chapter

13. President – DeleneSedillo Vice President– Leon Beard Secretary- Mike Hamm Treasurer- Robert Kolb Membership – Miyoshi Thompson VP/Education- Michele Wilkinson VP/Programs- Scott Stephens NASA-JSC Boeing es2 technologies, inc. NASA-JSC NASA-JSC Jacobs Technology NASA-JSC Chapter Officers for 2014-2015

14. Chapter Events • National Education Seminar Date: May 15, 2014 Topic: Risk Management for Complex U.S. Government Contracts and Projects Location: Gilruth Speaker: Mr. Mark Lumer and Ms. Shene’ Commodore

15. Agenda • 9:00 a.m. – 10:00 a.m. “JSC Procurement Initiatives” • JSC Acquisition Forecast: Kelly Rubio • Strategic Acquisition Forecast: Brad Niese • E-Contracting Initiatives: Christina Hibbs • 10:00 a.m. – 10:15 a.m. Networking Break

16. Acquisition ForecastNASAJohnson Space Center Kelly L. Rubio Small Business Specialist Industry Assistance Office April 10, 2014

17. Acquisition Forecast • NASA/JSC publically posts an annual Acquisition Forecast on October 1st of each year. • The JSC Acquisition Forecast can be viewed at: • http://procurement.jsc.nasa.gov/geninfo.html • The JSC Small Business website can be viewed at: • http://procurement.jsc.nasa.gov/smbus.html • Current Significant Acquisitions at JSC can be viewed at: • http://procurement.jsc.nasa.gov/

18. Acquisition Forecast • For more information contact the • JSC Industry Assistance Office: • Small Business Specialists: • Charles T. Williams: charles.t.williams@nasa.gov • 281-483-5933 • Kelly L. Rubio: kelly.l.rubio@nasa.gov • 281-244-7890

19. NASA Johnson Space Center Strategic Acquisition Forecast Evaluation (SAFE) Brad Niese JSC Office of Procurement April 2014 19 19

20. SAFE Overview • Strategic Acquisition Forecast Evaluation • JSC 2.0 Initiative • Advance Strategic Goal #3 “Excel in Leadership, Management and Innovation” • Using Strategy 3.1, Lead through innovative technical and business management practices • Objectives • Efficient & effective manner to acquire goods & services to meet goals/mission of the center and programs • Longer-term, strategic acquisition outlook with an integrated center-wide focus with goals to optimize interdependencies and reduce redundancies • Leverage flexibilities to develop integrated business and acquisition solutions 20

21. SAFE Process 21

22. SAFE Team Activities • Portfolio categorization • Categorizing contracts by type of supply or service being acquired, Center or Program support, recurring or nonrecurring requirement, periods of performance, socioeconomic categories, etc. • Deep Dive Analysis & Recommendations • Looking for synergies across center contract statements of work • Focusing recommendations on contracts in time horizon to influence future decisions • Socioeconomic focus with recommendations • Acquisition Dashboard • Electronic tool to integrate pertinent contract data in a single location • Enables & reinforces SAFE concepts through information availability to acquisition stakeholders (internal and external) • Will enable more complete and longer acquisition forecasting in future 22

23. SAFE Benefits • Will enable NASA to… • Forecast future opportunities further into the future (> 1 year) • Enhanced integration of socioeconomic goals with acquisition strategy • Will enable small businesses… • More time to establish partnerships and teaming arrangements • More insight and time to make bid strategy decisions 23

24. Electronic Contracting Initiatives and their Impacts on the Small Business Community NCMA Small Business Conference April 10, 2014 Christina A. Hibbs Contracting Officer Office of Procurement NASA Johnson Space Center

25. What is the Electronic Contracting Initiative? • JSC’s Office of Procurement has created an Electronic Contracting Team to explore and initiate electronic procurement processes • The team’s goal in implementing these electronic processes is to ensure cost and time savings for both the Government and Contractors, smoother workflows, and a reduced carbon footprint for contract actions

26. E-Processes Implementation Current Processes Being Implemented: • Electronic Purchase Orders • Electronic Data Requirements Deliverable (DRD) submission • Electronic invoice submission and processing • Electronic signatures (on certain documents) Upcoming E-Processes: • Electronic proposal submissions

27. Expected Benefits to the Small Business Community Cost Savings • Elimination of the requirement to print and mail hard copy letters and certain deliverables • Lower bid and proposal costs on acquisitions competed electronically

28. Expected Benefits to the Small Business Community Time Savings • Less time spent printing and compiling hard copy documents • Elimination of hand delivery for identified items • Quicker turnaround time on many actions can be achieved on both the Government and Contractor sides

29. Expected Benefits to the Small Business Community Other Benefits • Smoother workflow processes as there will be less administrative burden associated with preparing and delivering hard copy proposals, invoices, and deliverables. • Overall reduced carbon footprint and increased environmental responsibility

30. Questions or Comments?

31. Agenda 10:00 a.m. – 10:15 a.m. Networking Break

32. Agenda • 10:15 a.m. – 11:00 a.m. Small Business Update Valerie Coleman, Procurement Center/ Commercial Market Representative, U.S. Small Business Administration

33. SBA Updates Valerie Coleman PCR/CMR Office of Government Contracting U. S. Small Business Administration

34. Administrator • Maria Contreras-Sweet • Sworn in – April 7, 2014

35. NAICS & Size Standards • Effective July 22, 2013 • Sector 11 – Agriculture, Forestry, Hunting & Fishing • Subsector 213 – Support Activities for Mining • Sector 52 – Finance & Insurance • Sector 55 – Management of Companies • Sector 71 – Arts, Entertainment & Recreation • Effective January 22, 2014 • Sector 22 – Utilities • Section 23 - Construction

36. NAICS • Acquisitions for supplies must be classified under the appropriate manufacturing or supply NAICS code, not under a Wholesale Trade (Sector 42) or Retail Trade (Sector 44-45) NAICS code. They also shall not be used by Federal Government contractors when subcontracting for the acquisition for supplies. The applicable manufacturing NAICS code shall be used to classify acquisitions for supplies. 13 CFR 121.4902(b)(2) SBA Size Standard Table

37. SET-ASIDESEffective 12/31/2013 • The SBA final rule provides: • Set-aside for part or parts of multiple award contracts for small business concerns; • Set-aside orders placed against multiple award contracts; and • Reserve one or more contract awards for small business concerns under full and open competition, when the agency intends to make multiple contract awards. • For partial set-asides, small businesses are allowed to bid on: • Non-set-aside portion • Set-aside portion • Both • Prior to Act, no set-asides for Schedule contracts, only “reserved” awards.

38. TOTAL SET-ASIDES • The final rule expressly provides that contracting officers must set-aside for small businesses an acquisition that will result in multiple award contracts when: • There is a reasonable expectation that two or more small businesses can provide the required services; or • Supplies at a fair market price. • The contracting officer may (in lieu of small business set aside) choose to set aside the contract for: • 8(a) businesses; • Qualified HUBZone small business concern; • Service-disabled veteran owned small business concerns (“SDOV SBC”); • Disadvantaged woman-owned small businesses/women-owned small businesses (“EDWOSB/WOSB”).

39. FINAL RULE – ADDITIONAL POINTS • Notes that FSS contracts now included under the umbrella definition of “multiple award contracts”. • Guidance on the assignment of NAICS codes to individual contracts and SINs. • In assigning NAICS codes and size standards to multiple award contracts, agencies would have two alternatives under the final rule: • (1) assign one NAICS code and size standard to the contract if all of the orders are expected to be classified under the same code: or • (2) divide the contract into discrete categories and assign different NAICS codes to each discrete CLIN, SIN, etc. Orders issued under the different categories would need to have the same NAICS code assigned to that category in the contract.

40. National Defense Authorization Act for 2012 • SBA authorized to establish a Mentor-Protégé Programfor all small business concerns. • SBA must approve each agency’s Mentor-Protégé Program. • Current Mentor-Protégé agreements shall be permitted to continue until expiration date in agreement. • Proposed regulations will probably be available within the next 6-9 months.

41. National Defense Authorization Act for 2012 • Section 1651 changes the rule for “Limitations on Subcontracting” ‘‘(b) SIMILARLY SITUATED ENTITIES.—Contract amounts expended by a covered small business concern on a subcontractor that is a similarly situated entity shall not be considered subcontracted for purposes of determining whether the covered small business concern has violated a requirement established under subsection (a) or (d). Law defines “Similarly situated” as any one of the following socio-economic groups: 8(a), WOSB, ED/WOSB, HUBZone, SD/VOSB Example: If the procurement was set aside for SD/VOSB, SD/VOSB subcontractors are not considered subcontractors for purposes of the “Limitations in Subcontracting” rule

42. GSA’s Office of Government-wide Acquisition Policy • OMB’s Prompt Payment initiative directs agencies to accelerate payment to all prime contractors, including large businesses, in order to pay small business subcontractors on an accelerated basis. • OMB Policy Memorandum M-13-15 extended the prompt payment initiative by one year, to July 11, 2014.

43. SAM • Must be updated annually • If not, the firm will not be listed as small until it recertifies its size. 13 CFR 121.109 (new)

44. Utilization of Small Businesses • Prime contractors (even SBs) that • received a contract more than $150,000 • that will be performed inside the U.S. • is not for services that are personal in nature • are responsible for ensuring that SBs have the maximum practicable opportunity to participate in performance of the contract, including subcontracts for subsystems, assemblies, components, and related services for major systems • Equivalent to FAR 52.219-8 13 CFR 125.3(b)

45. Bait & Switch • Prime contractors must use the subcontractors that were used in preparing & submitting bid/proposal, in the same scope, amount and quality, if: • Offeror referenced the SB in the bid/proposal/ SB plan; • Offeror has an Agreement in Principal to subcontract with the SB to perform a portion of the contract; • SB drafted any portion of the proposal; • Offeror used the SB’s pricing or cost information, or technical expertise in preparing the proposal; or • There is written evidence of an intent or understanding that the SB would be awarded a subcontract if the offeror is awarded the contract.

46. Bait & Switch • If a prime contractor does not use a subcontractor, it must: • Provide COs with a written explanation prior to submission of the invoice for final payment and contract close-out

47. Subcontracting • Large prime contractors are responsible for assigning NAICS codes and corresponding size standards to subcontracts • Should use guidance in SBA’s regulations governing CO’s assignment of NAICS codes to prime contractors • Prime contractors may rely on the representations made in subcontractors’ SAM profiles, but may not make SAM registration a requirement for size or socioeconomic representation at the subcontract level

48. Subcontracting • The contractor may not prohibit a subcontractor from discussing any material matter pertaining to payment or utilization with the contracting officer 13 CFR 125.3(c)(1)(iii) Jobs Bill Act of 2010

49. WOSB • The National Defense Authorization Act removed the dollar value caps on WOSB / EDWOSB contract awards. The SBA’s regulation change was effective May 7, 2013. • Contract must be awarded at fair market price

50. Questions??? Valerie J. Coleman Procurement Center/Commercial Market Representative U. S. Small Business Administration 2101 NASA Parkway, MC: BA111 Houston, TX 77058 281-483-1549 Valerie.j.coleman@nasa.gov Valerie.coleman@sba.gov