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Navigating Contract Bundling Regulations for Small Business Opportunities

This breakout session, led by Pat Hiller from the Air Force Office of Small and Disadvantaged Business Utilization during the NCMA World Congress 2004, addresses the complexities of contract bundling regulations. Highlighted are the historical context, legislative evolution since the mid-1990s, and the implications for small businesses. Key topics include the need for bundling analysis, structuring requirements, conducting market research, and best practices for compliance. This session aims to enhance contracting opportunities for small businesses through thoughtful regulation navigation.

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Navigating Contract Bundling Regulations for Small Business Opportunities

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  1. NCMA World Congress 2004 “Maximizing Value to Stakeholders…Contract Management in the Business World”

  2. Contract Bundling Regulations - Now What Do We Do? Breakout Session #1112 Pat Hiller Air Force Office of Small & Disadvantaged Business Utilization April 28, 2004 3:00-4:00 pm NCMA World Congress 2004 “Maximizing Value to Stakeholders…Contract Management within the Business Cycle”

  3. Contract Bundling Regulations - Now What Do We Do? • Congressional/Regulatory History • Mid 1990’s: Acquisition Streamlining encourages “consolidation” of contract requirements • 1997: Legislation defines a subset of consolidation as “Bundling” • Generally, the consolidation of two or more requirements unsuitable for participation by small businesses • Requires “Bundling Analysis” NCMA World Congress 2004 “Maximizing Value to Stakeholders…Contract Management within the Business Cycle”

  4. Congressional/Regulatory History (cont.) • Bundling Analysis • Structuring the Requirement • Market Research • Benefit Analysis • 2002: OMB Initiative: “Contract Bundling. A Strategy for Increasing Contracting Opportunities for Small Business NCMA World Congress 2004 “Maximizing Value to Stakeholders…Contract Management within the Business Cycle”

  5. OMB Initiative (Cont.) • Accountability of Senior Management • Timely reporting of Contract Bundling • Reviews for task & delivery orders • Review acquisitions for “unnecessary” bundling • Mitigate the effects of contract bundling • Strengthen subcontract plan compliance • Facilitate formulation of SB teams NCMA World Congress 2004 “Maximizing Value to Stakeholders…Contract Management within the Business Cycle”

  6. OMB Initiative (Cont.) • Identify Best Practices • Dedicate OSDBU’s to the President’s Small Business Agenda • Resulted in FAC 2001-17 • Awaiting further implementation NCMA World Congress 2004 “Maximizing Value to Stakeholders…Contract Management within the Business Cycle”

  7. P.L. 108-136 , NDAA Section 801 • Redefines “Contract Consolidation” • Means use of a solicitation for single contract or a multiple award contract to satisfy two or more requirements previously provided to under two or more separate contracts • Note: no reference to impact on SB NCMA World Congress 2004 “Maximizing Value to Stakeholders…Contract Management within the Business Cycle”

  8. Future • Procedures for OMB Initiative • OUSD(AT&L) to study • Data analysis and studies • “Is there a problem?” • In the final analysis, is Small Business receiving its fair share of Government Contracts? NCMA World Congress 2004 “Maximizing Value to Stakeholders…Contract Management within the Business Cycle”

  9. Best Practices • A strong PM/Contracting/SBS team is essential • Early involvement is key • Effective Market Research • Structuring the requirement: Consider alternatives • Benefit Analysis NCMA World Congress 2004 “Maximizing Value to Stakeholders…Contract Management within the Business Cycle”

  10. Contact Information • http://www.acq.osd.mil/sadbu/ • http://www.selltoairforce.org/ • patrick.hiller@pentagon.af.mil NCMA World Congress 2004 “Maximizing Value to Stakeholders…Contract Management within the Business Cycle”

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