Lesson 2: SBP Review Lesson 2: SBP Review February 2017 During this lesson, you will review content covered in SBP 201: Intermediate Small Business Programs Part A, which provides the foundational knowledge for the activities you’ll complete in this course. The review will be a helpful way to recollect content and apply it later in a variety of practical activities during the remainder of the course. The practical activities are a reflection of what you are likely to encounter in the workplace as Small Business Professionals. Lesson 2: SBP Review

Terminal Learning Objective Demonstrate foundational knowledge of the Small Business Professional’s role in the acquisition process Intermediate Small Business Programs Intermediate SBP Review

SBP 201 Learning Objectives Review Describe the importance of small business in the acquisition process. Apply small business programs and initiatives to support the decision making process. Summarize the professional competencies for the small business professional that increases opportunities for success. Describe key small business professional activities during the acquisition planning phase. Advise the acquisition team of small business elements of the solicitation. Describe Small Business Professional activities during the source selection process. Determine methods for addressing post award small business issues. This lesson will use games, classroom discussion, and activities to refresh knowledge on the SBP 201 module terminal learning objectives listed on the slide. Intermediate Small Business Programs Intermediate SBP Review

Activity 2.1: Trivia Challenge SBPs must be able to: Use knowledge gained in SBP 201 to respond to questions and scenarios on the acquisition process as it applies to small business The Trivia Challenge game offers you a fun, fast-paced way to review what you learned during SBP 201. SBPs should be able to recall what they learned in SBP 201 and apply that knowledge to answer questions and address scenarios. Intermediate Small Business Programs Intermediate SBP Review

Activity 2.1: Trivia Challenge Instructions Each team must correctly answer a question from each category: Roles, Policy, and Regulations Acquisition Strategy and Develop/Issue Solicitation (Pre-Solicitation and Solicitation-Award) Proposal Evaluation and Source Selection (Solicitation-Award) Post-Award Then they must answer a final question in a category chosen by the other three teams All teams get the same number of turns Intermediate Small Business Programs Intermediate SBP Review

Trivia Challenge Team 1 Team 2 Team 3 Team 4 Roles, Policies, and Regulations Acquisition Strategy and Develop/Issue Solicitations Proposal Evaluation and Source Selection Post Award Roles, Policies and Regulations Acquisition Strategy and Solicitation Team 1 Proposal Evaluation and Source Selection Post Award W Roles, Policies and Regulations Acquisition Strategy and Solicitation Proposal Evaluation and Source Selection Post Award Team 2 W Roles, Policies and Regulations Acquisition Strategy and Solicitation Proposal Evaluation and Source Selection Post Award Team 3 W Roles, Policies and Regulations Acquisition Strategy and Solicitation Proposal Evaluation and Source Selection Post Award Team 4 W

Activity 2.2: SBP Review Briefings (1 of 2) Activity Context: Create a 10-minute presentation that reviews key points from SBP 201 modules for an assigned lesson Each lesson in this course includes activities that draw from the content introduced in SBP 201 and/or is new information being presented in the course. The SBP 201 review presentations will provide a review of that content and make sure that the key points needed to support completion of the activities in each SBP 202 lesson are understood. Teams will develop their presentations now and make their review presentations at the beginning of their assigned lesson. One aspect of being an effective SBP is the ability to communicate well verbally. Each student will be expected to deliver some portion of the presentation. Intermediate Small Business Programs Intermediate SBP Review

Activity 2.2: SBP Review Briefings (2 of 2) Review assigned SBP 202 lesson Identify appropriate key points from SBP 201 module summaries Using the guiding questions, create a 5–7-slide,10-minute presentation that reviews key points needed to support completing the SBP 202 lesson activity Present at the beginning of your assigned lesson during the course The purpose of the activity is to prepare a review presentation covering the key content from SBP 201 that is the foundation for the activities in your assigned lesson in this course. For example, the review presentation covering SBP 201 Module 4: Acquisition Planning will provide a refresher for knowledge that will be used to accomplish the activities in SBP 202 Lesson 4: Acquisition Strategies. You have 60 minutes to prepare a 5–7-slide PowerPoint presentation, using the provided PowerPoint template. Each presentation should be about 10 minutes, plus five minutes for questions. You should review the content of their assigned 202 lesson to determine what 201 content should be presented. The team’s assigned lesson in the Instructor Guide to ensure that the team identifies the appropriate SBP 201 module content to present. Questions are provided with the Student Instructions to help guide development of the presentation. You should use the SBP 201 module summaries content provided as prework reading for SBP 202 to aide them in developing their presentations. Microsoft PowerPoint is loaded on each student’s laptop computer. Intermediate Small Business Programs Intermediate SBP Review

Intermediate SBP Review Additional Q & A Are there any questions before summarizing the lesson? Intermediate Small Business Programs Intermediate SBP Review

Intermediate SBP Review Lesson Summary Develop SBP Review Briefing Trivia Challenge This lesson served as a review of SBP 201 and included: Trivia Challenge Developing SBP 201 Review Briefings SBP 201 provided foundational knowledge needed to support the completion of the activities that follow in this course. Do you have any questions concerning the content of SBP 201. Intermediate Small Business Programs Intermediate SBP Review

Intermediate SBP Review SBP 202 - What’s To Come Lesson 3 Counsel small businesses on opportunities Lesson 4 Develop a small business acquisition strategy Lesson 5 Conduct peer review of RFP Address scenario-based acquisition situations Lesson 6 Evaluate Small Business Participation Commitment Documents Evaluate small business past performance Assess an apparently successful offeror's small business subcontracting plan Lesson 7 Prepare a source selection debriefing brief Prepare for a Post-Award Orientation Monitor small business subcontracting performance Draft Recommended Agency Response to HQ SBA Ombudsman Inquiry Analyze CPARS entries Lesson 8 Discuss real-world student acquisition challenges Challenge Game Going forward the emphasis will be on applying learning in new situations. For example: The emphasis in Lesson 3 is on assisting small businesses in finding government contracting and subcontracting opportunities. In Lesson 4 you will develop an acquisition strategy In Lesson 5, you will participate in a DoD Pre-Award Peer Review of a solicitation, acquisition plan and source selection plan. During Lesson 6 you: Evaluate two offerors Small Business Participation Commitment Documents Evaluate two offerors small business past performance Assess a small business subcontracting plan Lesson 7 will focus on post-award activities, including preparing a source selection debriefing, preparing for a post-award orientation, monitoring small business subcontracting performance, drafting an agency recommended response to HQ SBA Ombudsman Inquiries, and analyzing CPARS small business performance entries. Finally, Lesson 8 is a Capstone activity that gives you an opportunity to develop a presentation you can use on the job to educate acquisition personnel about the critical role SBPs play in the acquisition process. You will also address actual small business challenges encountered at your agency. Intermediate Small Business Programs Intermediate SBP Review