1 MARC 2010 Spring Meeting OSD Goaling and Reporting Office of Small Business Programs April 7, 2010 Presented By: Carol Brown Assistant Director for Goaling and Reporting DoD Office of Small Business Programs

Agenda  Goaling  DoD Small Business Goals  Reporting  Small Business Administration Small Business Procurement Scorecard 2 Office of Small Business Programs

Small Business Goals  Federal Prime Small Business Goals  Required by the Small Business Act  SB=23%; WOSB=5%; HUBZone=3%; SDB=5%’ SDVOSB=3%  DoD Prime Small Business Goals  Negotiated with SBA (since FY 08)  FY 2010/11: SB=22.28%; WOSB=5%; HUBZone=3%; SDB=5%’ SDVOSB=3% 3 Office of Small Business Programs

Small Business Goals  Federal Subcontracting Small Business Goals  WOSB=5%; HUBZone=3%; SDB=5%; SDVOSB=3%  DoD Subcontracting Small Business Goals  Established by SBA  FY 2010/11: SB=31.7%; WOSB=5%; HUBZone=3%; SDB=5%’ SDVOSB=3% 4 Office of Small Business Programs

DoD Component and Agency Goals  Trying a new approach for FY 10  Three year average and a “factor” added to each goal to reach DoD Small Business Goal of 22.28%  Any contract with >$1B in funding in FY 10 will be excluded when assessing performance  *Reminder* DoD OSBP looks at the FPDS-NG data by “awarding activity” not by “funding activity” (goaling report)  Socio-economic goals are as proposed by each component or agency; except:  SDVOSB goal is 3% DoD-wide because of the scrutiny DoD faced when goals of less than 3% made public 5 Office of Small Business Programs

FY 11 and future goals  Currently conducting a “maximum practicable” small business utilization study  Results of the study will allow us to:  Determine “max. prac.” goals for components and agencies; and  Identify NAICS to target for small business utilization  We will use the results to assist with negotiating goals with SBA; will also use to support our request to SBA to expand the “exclusions” to the goaling base 6 Office of Small Business Programs

SBA Small Business Procurement Scorecard  SBA has been refining the scorecard process since the first Scorecard for FY 07 was issued in Aug 08.  Currently require a “plan” for each fiscal year and a “report” that documents the strength of an agency’s small business programs based on 9 questions. 7 Office of Small Business Programs

SBA Scorecard, Cont’d 1. Implemented its strategic plan to increase the value of competitively awarded contracts to small businesses during the period. 1. Implemented its strategic plan to increase the value of competitively awarded contracts to small businesses during the period. 2. Demonstrated top-level Agency commitment to small business contracting during the period. 3. Planned significant events to increase small business participation in the procurement process during the period. 4. Demonstrated that small business data is accurately reported in FPDS-NG during the period. 4. Demonstrated that small business data is accurately reported in FPDS-NG during the period. 5. Demonstrated that policies and procedures are in to ensure compliance with subcontracting plans and attainment of subcontracting goals during the period. 5. Demonstrated that policies and procedures are in to ensure compliance with subcontracting plans and attainment of subcontracting goals during the period. 6. Demonstrated no unjustified bundling has taken place during the period. 6. Demonstrated no unjustified bundling has taken place during the period. 7. Planned training to contracting staff/managers in executing small business/socioeconomic procurements during the period. 7. Planned training to contracting staff/managers in executing small business/socioeconomic procurements during the period. 8. Planned to collaborate on formulation of small business procurement policy initiatives during the period. 9. Agency submits by attachment copies of all strategic plans that became due to SBA during the reporting period 8 Office of Small Business Programs

SBA Scorecard, Cont’d  Plan is submitted by the end of August for next Fiscal Year  (SBA didn’t collect the FY 10 Plan in August, was due end of Feb 10)  Report is submitted by the end of January for prior Fiscal Year  We submitted our FY 09 Report on 1/29/10 9 Office of Small Business Programs

SBA Scorecard, Cont’d  DoD OSBP submits a consolidated response to SBA that includes information on DoD OSBP activities and responses from the components and ODAs 10 Office of Small Business Programs

SBA Scorecard, Cont’d  Scorecard Report requires “supporting documentation” for the responses  (i.e. copies of strat plans, agendas, flyers, etc.)  Also require submission of:  Comp Demo Report  WOSB Report  Bundling Report  SBIR/STTR Report  SDVOSB Strat Plan and Report 11 Office of Small Business Programs

SBA Scorecard, Cont’d  SBA Scorecard Scores  DoD has received a “Red” on the numeric and a “Green/Acceptable” on the narrative since SBA began scoring.  SBA is currently revising the how Scorecard FY 09 Report will be scored.  Taking DoD and other Federal agencies’ recommendations into consideration for revision 12 Office of Small Business Programs

13 Office of Small Business Programs  Contact DoD OSBP at    SBA Goaling and Scorecard  baprograms/goals/index.html