Illinois Procurement Technical Assistance Center (PTAC) The - - PowerPoint PPT Presentation

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Illinois Procurement Technical Assistance Center (PTAC) The - - PowerPoint PPT Presentation

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


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SLIDE 1

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.

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SLIDE 2

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

  • ft review prior to submitting for formal evaluation
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SLIDE 3

Pre-Contract Assistance

 S

  • licitation/ RFP review and analysis

 Proposal assistance – recommendations for approach  GS

A S chedules – we assist our clients in identifying appropriateness, specific 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

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SLIDE 4

Ready for government contracting?

 Established business

 S

tart up – certification consideration

 Performance History

 S

ervices

 Products

 Time availability  Perseverance

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SLIDE 5

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

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SLIDE 6

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

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SLIDE 7

HOW MUCH OPPORTUNITY?

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SLIDE 8

Local contracting

 Higher Education

 Public Universities

 City

 City of Chicago

 County

 Cook County

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SLIDE 9

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

  • cio Categories: S

B, FBE, MBE, FMB, VBE, PBE

 Illinois Tollway  Department of Transportation  IDOT  CTA  Metra  P

ACE

 City of Chicago Transportation

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SLIDE 10

Federal Contracting

 DUNS  S

ystem for Award Management (S AM)

 S

mall business

NAICS

>S BA S ize S t andards

 S

  • cio categories

S

B

WOS

B/ EDWOS B

8(a) HUBzone S

DVOS B

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SLIDE 11

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

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SLIDE 12

 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

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SLIDE 13

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%
  • wned

by individual claiming status i.e. minority, woman, etc.

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SLIDE 14

Small WBE MBE PBE VOSB/SDVOSB DBE 8(a) SDB HUBZone Cook County 10% 25% VBE – no goal City of Chicago 10% 25% BEPD- no goal 22.77% State of Illinois 673 categories set aside 20% 3% IDOT 673 categories S et aside 22.77% PACE S BE 22.77% Metra S BE 22.77% CTA S BE 22.77% Tollway 673 categories set aside Federal Government 23% Designated by NAICS in S AM 5% WOS B and EDWOS B Online Repository S DVOS B 3% VA only – 10% VOS B 7% S DVOS B 5% 3% Subcontracting (large corporations) 23% Designated by NAICS in S AM (DS BS also) 5% WBENC or

  • ther WBE

S DVOS B 3% VA only – 10% VOS B 7% S DVOS B 5% NMS DC

  • r other

MBE 3%

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SLIDE 15

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

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SLIDE 16

OWN Ethnicity/ gender Passport/ birth certificate S

  • le 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

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SLIDE 17

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

MANAGE > OWN > CONTROL

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SLIDE 18

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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SLIDE 19

CORPORATIONS

Art icles of Incorporation (front & back pages)

By-Laws of Corporat ion

Copies of All S t ock Cert ificat es, Issued and Cancelled (Front and Back) and S t ock Ledger

Minut es of First S t ockholder’s Meet ing and/ or Corporation’s Organizing Minut es

Minut es of First Board of Direct or’s Meet ing

Most Recent Minut es of S t ockholder’s Meet ing Where t he Current Board Members were Appoint ed

Most Recent Minut es of Board of Direct or’s Meet ing Where t he Current Officers Were Appoint ed

For firm’s not incorporat ed in Illinois, cont act t he S ecret ary of S t at e office for aut horizat ion t o conduct business in Illinois: www.cyberdriveillinois.com/ services/ home.ht ml LIMITED LIABILITY COMPANIES (LLC’S):

Art icles of Organizat ion (front & back pages)

Operat ing Agreement PARTNERSHIPS:

Part nership Agreement

Assumed Name Cert ification or Cert ificat e of Limit ed Part nership SOLE PROPRIETORSHIPS:

Assumed Name Cert ification

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SLIDE 20

Illinois PTAC Locations – FREE RES OURCE

College of DuPage Rita Haake, Director Amber Gardner, Coordinator 2525 Cabot Drive, Suite 201 Lisle IL 60532 (630) 942-2616 (630) 942-2184 haaker@ cod.edu gardnera277@ cod.edu Joseph Business School Chris Hollingsworth, Director 7600 W. Roosevelt Road Forest Park, IL 60130 (708) 697-6142 chollingsworth@ jbs.edu Women’s Business Development Center (WBDC) Freida Curry, Director Jaemie Neely, Advisor 8 South Michigan, Suite 400 Chicago IL 60603 (312) 853-3477 x530 (312) 853-3477 fcurry@ wbdc.org jneely@ wbdc.org Illinois Hispanic Chamber Alex Alcantar, Director 222 W. Merchandise Mart Plaza, #1212 Chicago, IL 60654 (312) 425-9500 aalcantar@ ihccbusiness.net Bradley University Keli Krueger-Huhra, Director 141 Jobst Hall Peoria, IL 61602-1388 (309) 677-3297 khuhra@ bradley.edu Western Illinois University Mary Turner, Director Theresa Ebeler, Advisor 301 Oak Street, Room 2-27 Quincy, IL 62301 (309) 298-2354 (217) 223-5636 mr-turner@ wiu.edu centralptac@ gmail.com John A. Logan College Mitch Strang, Director 700 Logan College Road Carterville, IL 62918 (618) 985-3741 mitchstrang@ jalc.edu

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SLIDE 21

Call to Action

 Use the information provided today to guide clients to

their business structure

 Inform the client of the PTAC and associated services  Refer a client to a PTAC

 We are a strong network of advising, let’s use it!!

 S

ingle S BDC – contact your local PTAC to conduct a seminar for your clients