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Slide 1 - No Shortcuts to Success: You Must Do Your Homework U.S. Department of the Treasury/Internal Revenue Service Jodie Paustian IRS Small Business Specialist April 16, 2009 Treasury Vendor Outreach Event
Slide 2 - U.S. Department of the Treasury Mission The mission of the Department of the Treasury is to promote the conditions for prosperity and stability in the United States and encourage prosperity and stability in the rest of the world.
Slide 3 - Organization OSDBU is located at Treasury Headquarters Treasury is divided into 10 bureaus Each bureau has procurement authority, however Bureau of the Public Debt has assumed contracting responsibility for several bureaus and partial responsibility for one bureau
Slide 4 - Organization Each Bureau Chief Procurement Officer has appointed a Bureau Small Business Specialist (in accordance with Treasury guidelines) to serve in an operational capacity Bureau procurement activities are performed in a decentralized environment
Slide 5 - Organization 10 Bureaus: Financial - OCC, FMS, IRS, OTS, BPD, TTB, FinCen Manufacturing - BEP, Mint Headquarters - Office of the Secretary Go to http://www.treas.gov/bureaus for a description of each Bureau’s responsibilities.
Slide 6 - Treasury SB Goals Two Types of Goals assigned to each Federal Agency by the Small Business Administration Prime Goals; those dollars awarded directly to small business concerns Subcontract Goals; those dollars awarded indirectly to small business concerns through large business prime contractors with subcontract plan requirements in their contracts Each bureau negotiates their goals based on their individual procurement requirements with main Treasury. Goals for each Federal Agency can be found at http://www.sba.gov/GC/goals.
Slide 7 - Treasury SB Goals (Continued) FY09 for Treasury Prime Goals: SB = 29.4% 8(a) = 5.0% SDB = 6.0% W/O = 6.0% HUB = 3.0% SDVOSB = 3.0% Subcontract Goals: SB = 40.0% SDB = 5.0% W/O = 6.0% HUB = 3.0% SDVOSB = 3.0%
Slide 8 - IRS SB Goals FY09 for IRS Prime Goals: SB = 29.4% 8(a) = 2.5% SDB = 5.0% W/O = 5.0% HUB = 3.0% SDVOSB = 3.0% Subcontract Goals: SB = 41.0% SDB = 5.0% W/O = 5.0% HUB = 3.0% SDVOSB = 3.0%
Slide 9 - Major Themes Information Dissemination Forecast of Procurement Opportunities Outreach Training IRS 8(a) Seminar – next scheduled for July 28, 2009 Mentor-Protégé Program
Slide 10 - Best Practices Vendor Outreach Sessions held in Oxon Hill, MD, featuring pre-arranged 15 minute appointments with: Treasury Bureau Small Business Specialists Monthly Treasury large business prime contractors Semi-annually Treasury IT Program Managers Semi-annually
Slide 11 - Best Practices (continued) Targeted VOS: for HUBZones typically in February & May for WOSBs in March for Service Disabled Veteran Owned and Veteran Owned typically in October & May Annual OSDBU Directors Conference; April 22, 2009, Dulles Expo Center, Chantilly, VA, www.osdbu.gov
Slide 12 - Selecting SB Concerns Mandatory CCR Registration Include information for Dynamic Small Business Search within your CCR Registration. Be sure to keep information current, especially e:mail and websites. Ensure that the Capabilities Narrative and the Keywords under the SBA Profile information contain all the applicable products and services your company provides. Use complete sentences in the Capabilities Narrative. We use the CCR database to find new sources. Some bureaus maintain vendor databases – not mandatory to be included to be a vendor within Treasury, but helpful to enable the Small Business Specialist to find you amongst all the companies who market to the bureau. IRS has 8(a), HUBZone & SDVOSB At-a-Glance listings
Slide 14 - DEPARTMENT OF THE TREASURY INTERNAL REVENUE SERVICE Organization and Top Officials Chief, Appeals, Sarah Hall Ingram National Taxpayer Advocate, Nina Olson
Slide 15 - Guidance for Success with the IRS Address the tax gap by applying a mix of both customer service and tax enforcement Budget deficit driving tax policy Compliance vs. Customer service
Slide 16 - Understanding the IRS
Slide 17 - Understanding the IRS
Slide 18 - Understanding the IRS Schedule meeting with IRS Small Business Specialist Discuss Company Capabilities Ask about future opportunities Do your homework prior to coming to meeting & ask specific questions ahead of time Follow Advice given in meeting Follow-up with Small Business Specialist every 3-4 months or when there is a new development regarding the company Market to the Program Manager Community Look at Subcontracting and Prime Opportunities
Slide 20 - The “Model” Small Business Firm Working in the Federal Marketplace Understands: Core Competencies Marketing and Relationship building Schedules/Multiple Award Contracts Open Market Procurement (FEDBIZOPPS) Prime Contracting Subcontracting
Slide 21 - The “Model” Small Business Firm Equipped to do Business with the Government: Accepts the Government Purchase Card Has Good Marketing Materials Has a Niche (What’s Yours?) Has Resources (People, Equipment) Is Web Savvy Is registered in Government pre-existing databases (CCR)
Slide 22 - In SummaryWhat Really Works... Relationships Networking Multiple Contracting Vehicles Continuous Marketing Being Prepared Get Involved Past Performance Share Information Patience Persistence Homework always comes before success in the dictionary & Small Business Procurement!
Slide 23 - Points of Contact Teresa Lewis, OSDBU Director, (202) 622-2826, teresa.lewis@do.treas.gov Jodie Paustian, IRS Small Business Specialist, (202) 283-1199, Jodie.L.Paustian@irs.gov www.treas.gov/sba and www.irs.gov Scroll down and click on Contract Opportunities, then on IRS Procurement