sbiru industry day

SBIRU Industry Day March 25 & 26, 2014 Wade Wargo, Contracting - PowerPoint PPT Presentation

SBIRU Industry Day March 25 & 26, 2014 Wade Wargo, Contracting Officer Lee Ann Boyer, Program Manager Administrative Escorts/Badges Restroom Locations Cell Phones/Laptops Refreshments Snacks Lunch Smoking


  1. SBIRU Industry Day March 25 & 26, 2014 Wade Wargo, Contracting Officer Lee Ann Boyer, Program Manager

  2. Administrative • Escorts/Badges • Restroom Locations • Cell Phones/Laptops • Refreshments • Snacks • Lunch • Smoking • Questions 2

  3. Agenda Time Description 0800-0830 Registration 0830-0900 Introduction & Administration 0900-1015 RFP Requirements, Structure, and Evaluation Provisions 1015-1030 Coffee Break 1030-1145 Delivery Order One – Statement of Work, Capability Requirements, and Course Requirements 1145-1200 Solicitation/Award Timeline 1200-1300 Lunch 1300-1400 Answers to Questions 1400-1500 Partnering/Networking Session 1500-1530 Security Check-out 3

  4. RFP Requirements, Structure & Evaluation Provisions • IDIQ Contract for 5 years NTE $99M in Orders (no individual order greater than $10M) • Orders issued on a CPFF, CPIF, CPAF, or FFP basis • Orders by any federal agency with a SBIR program • Single IDIQ award recipient with anticipated multiple subcontractors • Set-aside determined prior to solicitation • Award based on best value to the government 4

  5. RFP Requirements, Structure & Evaluation Provisions (continued) Section C – Description/Specifications – Purpose of program is training to enable SBIR/STTR program success and transition/commercialization of products into the Government and private sectors – Individual delivery orders will specify the statement of work, contract data requirements and other deliverables – Requirements for Delivery Order 0001 are part of the RFP 5

  6. RFP Requirements, Structure & Evaluation Provisions (continued) Section D – Packaging and Marking – Shall comply to normal commercial standards Section E – Inspection and Acceptance – Shall be made by the program officer identified in each order Section F – Deliveries or Performance – Ordering period is 60 months – Delivery or performance requirements will be specified in each order 6

  7. RFP Requirements, Structure & Evaluation Provisions (continued) Section G – Contract Administration Data – Cost type orders are subject to allowable cost and fee provisions as well as limitation of cost and funds provisions – Orders may be incrementally funded – Ordering Officers can be from any federal agency with an SBIR program – Payment and Invoicing instructions will be included in each delivery order – The minimum contract order amount is $25,000 7

  8. RFP Requirements, Structure & Evaluation Provisions (continued) Section H – Special Contract Requirements – Options may be included in individual orders – Consent to subcontract/hire consultants may be required in each order – Travel reimbursement is limited to rates authorized by FAR – Other Direct Costs are limited and must be specifically authorized in each delivery order – CORs and Technical Monitors will be established for each delivery order 8

  9. RFP Requirements, Structure & Evaluation Provisions (continued) Section I – Contract Clauses The clauses appropriate for each award type and amount will apply to the each delivery order. Section J – List of Documents, Exhibits, and Other Attachments Will be corrected to list the correct items including Delivery Order 0001- Statement of Work, Capability Features, Course List, Use Case Demonstration Requirements, and Contract Data Deliverables. 9

  10. RFP Requirements, Structure & Evaluation Provisions (continued) Section K – Representations, Certifications, and Other Statements of Bidders Will be revised to represent most recent requirements and to reflect set-aside requirements, if any, determined prior to solicitation issuance. Section L – Instructions, Conditions and Notices to Offerors Will be revised to represent most recent requirements and to reflect set-aside requirements, if any, determined prior to solicitation issuance. In addition provisions for electronic submission of proposals will be added. 10

  11. RFP Requirements, Structure & Evaluation Provisions (continued) Section M – Evaluation Factors for Award – Evaluation is best value to the Government with technical factors more important than cost – Technical Factors include: capabilities of proposed solution, understanding of requirement and technical approach, team composition and management plan, past experience performing similar efforts, and the time to provide operational capability – Cost factors include: cost, cost realism, and commitment to small business 11

  12. Delivery Order 0001 Requirements • The contractor shall develop, host, and maintain a single federal-wide on-line university (SBIRU.com) through which innovative small business technology firms in the United States are provided information and training related to the SBIR and STTR programs, the operation and management of small (i.e., less than 500 employee) research firms, and the efforts necessary to transition technology from early stage research to product manufacturing. 12

  13. Delivery Order 0001 Requirements (continued) • The Contractor is responsible for acquiring and maintaining all software licenses and payment of all use/registration fees associated with the establishment and operation of SBIRU. • Training delivery shall be available in as many formats and methods as possible and shall maximize use of electronic tools to enable on-demand/just-in-time learning as well as collaboration and interactive group learning (e-learning, virtual classroom, VLE, etc.) without co-location. 13

  14. Delivery Order 0001 Requirements (continued) • The contractor is required to establish an initial operating version of SBIRU within 6 months of contract/delivery order award. An initial operational capability shall consist of: – establishment of the SBIRU infrastructure, – import of existing user profiles, – registration of new users and creation of new user profiles, – launch of SBIRU.com website, and – the ability to deliver training for initial course offerings 14

  15. Delivery Order 0001 Requirements (continued) • For new (potential/Phase 0) firms SBIRU shall provide, but not be limited to the following: – information on the SBIR and STTR programs; – the solicitations and topics of interest; – what is required for a good proposal; – how to determine if the program requirements match the firm’s skills, capabilities, and goals, and; – where to find assistance in their state or region. 15

  16. Delivery Order 0001 Requirements (continued) • For existing SBIR/STTR program participants (Phase I, Phase II and Phase III), the training system delivers courses across a broad spectrum of business and technical disciplines designed to enable both novice and experienced SBCs to achieve program goals. • See following list of courses. 16

  17. Delivery Order 0001 Courses • SBIR/STTR • Accounting and Finance – Program Basics – Accounting System Requirements – Individual Agency – Allowable and Unallowable Requirements Costs – Solicitation Reviews – Audits – Preparing Proposals – Indirect Costs – Finding Topics – Payments – Finding Partners – SBA Registration Requirements, SAM, and Other system registration requirements 17

  18. Delivery Order 0001 Courses (continued) • Contracts and Grants • Security Concerns – Contracts versus Grants – Classified Document Generation, Storage, and – Deliverables and DD-250 Control – Government Property – Personnel and Facility – Roles of the Procuring Clearances Contracting Officer and – Review before ACO/ Grants Officer and Publication (Sensitive AGO but Unclassified – Types of Contracts Material) 18

  19. Delivery Order 0001 Courses (continued) • International Trafficking • Intellectual Property* in Arms Regulations – Patents- Clauses, Filing, (ITAR)* Reporting, and Licensing – Data Rights- Clauses, – Applicability Marking, Asserting, and – “Deemed” Exports and Licensing Personnel Concerns – Protection and Non- – Export Licenses Disclosure Agreements * These courses are not part of the 6 month Initial Operating Requirement 19

  20. Delivery Order 0001 Courses (continued) • • DoD Acquisition* Animal and Human Subject Protections* – DoD Acquisition Process and – Applicability Requirements Generation – Working with Program – Pre-Award Requirements Executive Officers (PEOs) and • Quality Assurance* Program Managers (PMs) – Test Plans and Operational – Working with Prime Testing Contractors/System Integrators – Qualified Products List – Commercialization Readiness – Configuration Control Program • – Phase III Transition Funding Partnering Strategies: Working with Labs, Universities, and – Transition Readiness Levels States* (TRLs) – Manufacturing Plans and – CRADAs Manufacturing Readiness – University Partnering Levels (MRLs) – States * These courses are not part of the 6 month Initial Operating Requirement 20

  21. Delivery Order 0001 SBIRU Features and Operational Functions • Divided into four system areas – Design and Maintenance of SBIRU – User Management System – Course Management System – Course Content and Delivery • Specific mandatory and highly desired features are identified. Failure to meet a mandatory feature will make the proposal unacceptable. The more highly desired features a system includes the higher technical evaluation. • All hardware and software requirements must be met using COTS without any proprietary system changes or add-ons. • Use Case Demonstrations will be used to validate many mandatory features as part of final selections. 21

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