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MARC 2010 Spring Meeting MARC 2010 Spring Meeting

OSD Goaling and ReportingOSD Goaling and Reporting

Office of Small Business Programs

April 7, 2010 Presented By:Carol Brown

Assistant Director for Goaling and ReportingDoD Office of Small Business Programs

AgendaAgenda GoalingGoaling

DoD Small Business GoalsDoD Small Business Goals ReportingReporting

Small Business Administration Small Small Business Administration Small Business Procurement ScorecardBusiness Procurement Scorecard

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Office of Small Business Programs

Small Business GoalsSmall Business Goals Federal Prime Small Business GoalsFederal Prime Small Business Goals

Required by the Small Business ActRequired by the Small Business Act SB=23%; WOSB=5%; HUBZone=3%; SDB=5%’ SB=23%; WOSB=5%; HUBZone=3%; SDB=5%’

SDVOSB=3%SDVOSB=3%

DoD Prime Small Business GoalsDoD Prime Small Business Goals Negotiated with SBA (since FY 08)Negotiated with SBA (since FY 08)

FY 2010/11: SB=22.28%; WOSB=5%; FY 2010/11: SB=22.28%; WOSB=5%; HUBZone=3%; SDB=5%’ SDVOSB=3%HUBZone=3%; SDB=5%’ SDVOSB=3%

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Office of Small Business Programs

Small Business GoalsSmall Business Goals Federal Subcontracting Small Business Federal Subcontracting Small Business

GoalsGoals WOSB=5%; HUBZone=3%; SDB=5%; WOSB=5%; HUBZone=3%; SDB=5%;

SDVOSB=3%SDVOSB=3% DoD Subcontracting Small Business GoalsDoD Subcontracting Small Business Goals

Established by SBAEstablished by SBA FY 2010/11: SB=31.7%; WOSB=5%; FY 2010/11: SB=31.7%; WOSB=5%;

HUBZone=3%; SDB=5%’ SDVOSB=3%HUBZone=3%; SDB=5%’ SDVOSB=3%44

Office of Small Business Programs

DoD Component and Agency GoalsDoD Component and Agency Goals Trying a new approach for FY 10Trying a new approach for FY 10

Three year average and a “factor” added to each goal Three year average and a “factor” added to each goal to reach DoD Small Business Goal of 22.28% to reach DoD Small Business Goal of 22.28%

Any contract with >$1B in funding in FY 10 will be excluded Any contract with >$1B in funding in FY 10 will be excluded when assessing performancewhen assessing performance

*Reminder* DoD OSBP looks at the FPDS-NG data by *Reminder* DoD OSBP looks at the FPDS-NG data by “awarding activity” not by “funding activity” (goaling report)“awarding activity” not by “funding activity” (goaling report)

Socio-economic goals are as proposed by each Socio-economic goals are as proposed by each component or agency; except:component or agency; except:

SDVOSB goal is 3% DoD-wide because of the scrutiny DoD SDVOSB goal is 3% DoD-wide because of the scrutiny DoD faced when goals of less than 3% made publicfaced when goals of less than 3% made public

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Office of Small Business Programs

FY 11 and future goalsFY 11 and future goals Currently conducting a “maximum practicable” Currently conducting a “maximum practicable”

small business utilization studysmall business utilization study Results of the study will allow us to:Results of the study will allow us to:

Determine “max. prac.” goals for components and Determine “max. prac.” goals for components and agencies; and agencies; and

Identify NAICS to target for small business utilizationIdentify NAICS to target for small business utilization

We will use the results to assist with negotiating We will use the results to assist with negotiating goals with SBA; will also use to support our goals with SBA; will also use to support our request to SBA to expand the “exclusions” to the request to SBA to expand the “exclusions” to the goaling base goaling base

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Office of Small Business Programs

SBA Small Business Procurement SBA Small Business Procurement Scorecard Scorecard

SBA has been refining the scorecard SBA has been refining the scorecard process since the first Scorecard for FY process since the first Scorecard for FY 07 was issued in Aug 08.07 was issued in Aug 08.

Currently require a “plan” for each fiscal Currently require a “plan” for each fiscal year and a “report” that documents the year and a “report” that documents the strength of an agency’s small business strength of an agency’s small business programs based on 9 questions.programs based on 9 questions.

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Office of Small Business Programs

SBA Scorecard, Cont’dSBA Scorecard, Cont’d1.1. Implemented its strategic plan to increase the value of competitively awarded contracts to Implemented its strategic plan to increase the value of competitively awarded contracts to

small businesses during the period. small businesses during the period. 

2.2. Demonstrated top-level Agency commitment to small business contracting during the period.Demonstrated top-level Agency commitment to small business contracting during the period.

3.3. Planned significant events to increase small business participation in the procurement Planned significant events to increase small business participation in the procurement process during the period. process during the period.

4.4. Demonstrated that small business data is accurately reported in FPDS-NG during the Demonstrated that small business data is accurately reported in FPDS-NG during the period. period. 

5.5. Demonstrated that policies and procedures are in to ensure compliance with subcontracting Demonstrated that policies and procedures are in to ensure compliance with subcontracting plans and attainment of subcontracting goals during the period.  plans and attainment of subcontracting goals during the period.  

6.6. Demonstrated no unjustified bundling has taken place during the period. Demonstrated no unjustified bundling has taken place during the period. 

7.7. Planned training to contracting staff/managers in executing small business/socioeconomic Planned training to contracting staff/managers in executing small business/socioeconomic procurements during the period. procurements during the period. 

8.8. Planned to collaborate on formulation of small business procurement policy initiatives during Planned to collaborate on formulation of small business procurement policy initiatives during the period.the period.

9.9. Agency submits by attachment copies of all strategic plans that became due to SBA during Agency submits by attachment copies of all strategic plans that became due to SBA during the reporting periodthe reporting period

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Office of Small Business Programs

SBA Scorecard, Cont’dSBA Scorecard, Cont’dPlan is submitted by the end of August Plan is submitted by the end of August

for next Fiscal Year for next Fiscal Year (SBA didn’t collect the FY 10 Plan in (SBA didn’t collect the FY 10 Plan in

August, was due end of Feb 10)August, was due end of Feb 10)Report is submitted by the end of Report is submitted by the end of

January for prior Fiscal YearJanuary for prior Fiscal YearWe submitted our FY 09 Report on 1/29/10We submitted our FY 09 Report on 1/29/10

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Office of Small Business Programs

SBA Scorecard, Cont’dSBA Scorecard, Cont’dDoD OSBP submits a consolidated DoD OSBP submits a consolidated

response to SBA that includes response to SBA that includes information on DoD OSBP activities and information on DoD OSBP activities and responses from the components and responses from the components and ODAsODAs

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Office of Small Business Programs

SBA Scorecard, Cont’dSBA Scorecard, Cont’d Scorecard Report requires “supporting Scorecard Report requires “supporting

documentation” for the responsesdocumentation” for the responses (i.e. copies of strat plans, agendas, flyers, etc.)(i.e. copies of strat plans, agendas, flyers, etc.)

Also require submission of:Also require submission of: Comp Demo ReportComp Demo Report WOSB ReportWOSB Report Bundling ReportBundling Report SBIR/STTR ReportSBIR/STTR Report SDVOSB Strat Plan and ReportSDVOSB Strat Plan and Report

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Office of Small Business Programs

SBA Scorecard, Cont’dSBA Scorecard, Cont’d SBA Scorecard ScoresSBA Scorecard Scores

DoD has received a “Red” on the numeric and DoD has received a “Red” on the numeric and a “Green/Acceptable” on the narrative since a “Green/Acceptable” on the narrative since SBA began scoring.SBA began scoring.

SBA is currently revising the how Scorecard SBA is currently revising the how Scorecard FY 09 Report will be scored.FY 09 Report will be scored. Taking DoD and other Federal agencies’ Taking DoD and other Federal agencies’

recommendations into consideration for revisionrecommendations into consideration for revision

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Office of Small Business Programs

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Office of Small Business Programs

Contact DoD OSBP at Contact DoD OSBP at 703-604-0157703-604-0157 carol.a.brown@osd.milcarol.a.brown@osd.mil http://www.acq.osd.mil/osbp/http://www.acq.osd.mil/osbp/ SBA Goaling and Scorecard SBA Goaling and Scorecard

http://www.sba.gov/aboutsba/sbaprograms/goals/index.html