Illinois Procurement Technical Assistance Center (PTAC) The Procurement Technical Assistance Center (PTAC) at the College of DuPage (COD) is focused on assisting businesses in governmental contracting. All levels of contracting assistance are offered (local, state, federal). Through grant funding from the Defense logistics Agency (DLA), the Illinois Department of Commerce and Economic Opportunity (DCEO), and the College of DuPage. Between the three sources of funding, services are complimentary and free of charge.
One-on-One counseling Customized Assistance Long term, based on client need Customized computerized bid matching Access to a system which searches for governmental opportunities (keyword terminology) within 1600 websites per day. Governmental Registrations Advise clients through all steps needed as required by Illinois and federal government to be a considered vendor. Certifications WBE, MBE, 8(a), HUBZone, DBE, VOS B, S DVOS B – we assist those clients that are eligible to get certified. S upply appropriate paperwork and guidance of completion S oft review prior to submitting for formal evaluation
Pre-Contract Assistance S olicitation/ RFP review and analysis Proposal assistance – recommendations for approach chedules – we assist our clients in identifying appropriateness, specific GS A S schedule and submitting proposal to be awarded a GS A S chedule contract Post-Contract Assistance Contract compliance Marketing, as needed Market research Proactive assistance in marketing to the appropriate target market. Using federal procurement websites PTAC access to multiple proprietary databases, at no cost to client Procurement histories National S tock Number (NS N) research Federal Standards/Specifications Identification and analysis of needed military specifications and associated standards
Ready for government contracting? Established business S tart up – certification consideration Performance History S ervices Products Time availability Perseverance
Bid Matching S ystem to identify governmental opportunities Local S tate Federal Comprehensive (1600 websites) Customized Keywords Computerized Daily email (ideally) Counseling available on how to respond to opportunities NOTE: the PTAC will need to take control as default center but you will still report advising with that client and receive credit for doing so. Conduct a special search using specific filter in Counseling for economic impact surveying
S ubcontracting/ S mall Business Programs S pecific to large corporations in federal contracting Recommendations of small business subcontractors Assistance in creating a small business selection program per federal guidelines
HOW MUCH OPPORTUNITY?
Local contracting Higher Education Public Universities City City of Chicago County Cook County
S tate Contracting S tate of Illinois S mall business Wholesale business less t han $10,000,000 in annual sales. Ret ail business or business selling services less t han $6,000,000 in annual sales. Const ruct ion business less t han $10,000,000 in annual sales. Manuf act uring business less t han 250 employees and less t han $10,000,000 in annual sales. S ocio Categories: S B, FBE, MBE, FMB, VBE, PBE Illinois Tollway Department of Transportation IDOT CTA Metra P ACE City of Chicago Transportation
Federal Contracting DUNS S ystem for Award Management (S AM) S mall business NAICS >S BA S ize S t andards S ocio categories S B WOS B/ EDWOS B 8(a) HUBzone S DVOS B
CERTIFICATION AS S ES S MENT INTAKE QUES TIONS OWNERS HIP CONTROL MANAGEMENT WHY? OPTIONS LOCAL: City of Chicago, Cook County, WBENC, CMS DC S TATE: Illinois BEP , Transportation/ Disadvantaged Business Enterprise (DBE) FEDERAL: 8(a), WOS B/ EDWOS B, HUBZone, S DVOS B, US VA Verification
Local: City of Chicago (WBE,MBE,BEPD) Cook County (WBE,MBE,VBE) Women’s Business Development Center (WBDC/WBENC) WBE Chicago Minority Supplier Development Council (CMSDC/ NMSDC) MBE State: State of Illinois Central Management Services (Business Enterprise Program) (FBE,MBE,PBE, VBE) Disadvantaged Business Enterprise (DBE) Airport Disadvantaged Business Enterprise Program (ACDBE) Federal: Small Disadvantaged Business Program - 8(a) Business Development Program HUBZone Women Owned Small Business Program (WOSB/EDWOSB) U.S. Veterans Administration (VA) Verification (VOSB & SDVOSB) Certified Verification Counselors
Certifications are only a “tool in your toolbox” • S mall business designation • Governmental agencies may have procurement rules in place with identified goals for a diverse business population. • S upplier diversity goals for corporations • Formal process is required. Application and additional documentation. • Dependent on the evaluating office a site visit may be required. • S pecific certifications are required at specific levels of government; e.g. the federal government does not recognize MBE certification. • Most basic eligibility factor: must be, at least, 51% owned by individual claiming status i.e. minority, woman, etc.
Small WBE MBE PBE VOSB/SDVOSB DBE 8(a) SDB HUBZone Cook County no goal 10% 25% VBE – BEPD- no City of Chicago 10% 25% 22.77% goal 673 categories State of Illinois 20% 3% set aside 673 categories IDOT 22.77% S et aside PACE BE S 22.77% Metra BE S 22.77% CTA BE S 22.77% 673 categories Tollway set aside 5% S DVOS B 3% 23% WOS B and Federal Government Designated by EDWOS B VA only – 5% 3% AM 10% VOS B NAICS in S Online Repository B 7% S DVOS 23% S DVOS B 3% 5% 5% Subcontracting Designated by NMS DC WBENC or 3% (large corporations) NAICS in S AM VA only – or other other WBE also) MBE (DS BS 10% VOS B 7% S DVOS B
The individual claiming the status • Exclusive or ultimate and sole control • S hall be real, substantial and continuing, not pro forma • S hall have the power to direct or cause the direction of the management and policies of the business and • S hall make the day-to-day as well as maj or decisions in matters of policy, management and operations. • Full-time devotion • S hall be exemplified by possessing the requisite knowledge and expertise to run the particular business and control it • S hall not include simple maj ority or absentee ownership
MANAGE > OWN > CONTROL OWN Ethnicity/ gender Passport/ birth certificate S ole Proprietorship (assumed name) LLC (operating agreement) Corporation (bylaws, minutes, stocks) Capital investment (must have cash investment) • Financial spousal contribution (j oint account) • Takes more than sweat equity
MANAGE > OWN > CONTROL CONTROL Title – primary power Independence – no reliance S haring space – must be paying rental fees Resume – actual work history/ not typical j ob resume Bank signature cards S pouse - explain Titles/ lease (equipment & realty)/ loans Looking for owners signature Financial statement s (follow the paper trail) Bylaws (governance) • Voting and quorum
APPLICATION MUS T BE S IGNED BY AN AUTHORIZED OFFICER OF THE FIRM AND NOTARIZED Copy of DD214 FORM* Vet eran’s Disability Let t er* Real Est at e Agreement(s) Lease, Deeds t o Propert y, or Tax Bill Including Home- Based Businesses Current License(s) (All Applicable Business and Professional Licenses) MBE/ DBE/ WBE/ PBE or S BA 8A Cert ification(s) and or Denial(s) (if applicable) Evidence of Cit izenship/ Residency/ Legal Permanency for all Owners Evidence of Et hnicit y for all Owners (if applicable) Resumes (of Work Hist ory including Dat es and Responsibilities) for all Owners, Officers, Management Employees and S upervisors/ Foremen Tit le(s) of Aut omot ive Equipment, All Vehicles Used for Business Purposes or Leased t hrough t he Business (if applicable) Invent ory of Equipment and/ or Equipment Lease Agreement, include office equipment Proof of Cont ribut ion(s) by all Owners t o Acquire S t ock in Firm or S t art -Up Capit al (i.e., Cancelled Checks, Personal Bank S t at ement, Loans or Receipt s) Bank S ignat ure Card and or signed Bank Resolut ions Copies of All signed Loan Agreements and Line of Credit Agreement s (include all at t achments and schedules) Most Recent Financial S t at ement s include Balance S heet Most Recent U.S . Federal Business Income Tax Ret urns and all Affiliat es Tax Ret urns (include all at t achment s and schedules) Most Recent U.S . Individual Federal Income Tax Ret urns for all Owners (include all at t achment s and schedules) Copies of W-2 Forms or 1099’s for Past Three (3) Y ears for all Owners and Officials Copies of t he Front Page and Execut ed S ignat ure Page of Past Three (3) Cont racts, or Purchase Orders, or Invoices
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