Access to Business Opportunities with TREASURY

Access to Business Opportunities with TREASURY

A Guide for Small, Minority Owned and Women Owned Businesses

Access to Business Opportunities with Treasury A Guide for Small, Minority Owned and Women Owned Businesses i

2014

Our Commitment

The U.S. Department of the Treasury (Treasury) is committed to providing small, minority-owned, and womenowned businesses with contracting opportunities to provide products and services throughout the agency as either prime contractors or subcontractors. Commitment to business diversity starts with its top leadership, as articulated by the Treasury Secretary. It is included in the strategic plan of the Department and progress is monitored by senior management on a regular basis. Additionally, attainment of small business goals is part of the performance objectives of all procurement officials.

Treasury procures a broad array of good and services -- ranging from metals, inks and paper for the manufacture of coins and currency to information technology, office supplies and janitorial services to support the daily work of its employees. In recent years, Treasury has spent approximately $7 billion annually in contracts. More than one-third of small business eligible dollars have been awarded to small businesses, minority-owned businesses, and womenowned businesses.

In recent years, Treasury has either met or exceeded the overall small business contracting statutory goal set by the Small Business Administration (SBA), as well as all four of the socioeconomic goals for small disadvantaged businesses, women-owned small businesses, Historically Underutilized Business Zones (HUBZone) businesses, and service disabled veteran-owned small businesses. In particular, Treasury's contract obligations to small disadvantaged businesses and to women-owned small businesses have far exceeded the statutory goals set by Congress.

Because of legal restrictions pertaining to civil rights, no specific goals are established for contracting with minority owned businesses without regard to the size of the business, or women owned businesses with the exception of within certain small business parameters. Nevertheless, minority owned and women owned contracting across Treasury is monitored and tracked on a regular basis.

Access to Business Opportunities with Treasury is designed to assist small, minority, and women-owned business owners to understand how to best market specific products and services and navigate the process of conducting business with Treasury. The information compiled in this guide is intended to facilitate access to business opportunities with Treasury.

Access to Business Opportunities with Treasury A Guide for Small, Minority Owned and Women Owned Businesses iii

iv Access to Business Opportunities with Treasury A Guide for Small, Minority Owned and Women Owned Businesses

Contents

Our Commitment...................................................iii

Chapter 1: About the U.S. Department of the Treasury..................................................................1

Treasury Headquarters (Departmental Offices).............................. 1 Office of Small and Disadvantaged Business Utilization (OSDBU)........................................................................... 2 Office of Minority and Women Inclusion (OMWI)....................... 3 Treasury Bureaus................................................................................. 4 Treasury Inspectors General.............................................................. 5 Chapter 2: About Small, Minority Owned and Women Owned Businesses............................6

Small Business...................................................................................... 6 Federal Socioeconomic Programs..................................................... 6 8(a) Business........................................................................................ 7 Small Disadvantaged Business........................................................... 7 Women Owned Small Business......................................................... 8 Historically Underutilized Business Zone Business ...................... 8 Veteran Owned Small Business ........................................................ 9 Service Disabled Veteran Owned Small Business........................... 9 Summary of Certification Requirements......................................... 10 Minority Owned Business.................................................................. 10 Financial Services Small Business..................................................... 11 Chapter 3: Steps to Becoming a Treasury Contractor..............................................12

Chapter 4: Finding Opportunities at Treasury..................................................................15

................................................................................... 15 e-Buy..................................................................................................... 15 Treasury Forecasts............................................................................... 15 Public Posting...................................................................................... 15 Sources Sought and Requests for Information................................ 15 Treasury Vendor Outreach Events.................................................... 16 Industry Day/Small Business Day..................................................... 16 Conferences and Matchmaking Events............................................ 16 Subcontracting and Teaming............................................................. 17 Chapter 5: How Does Treasury Buy Products and Services?........................................18

What Treasury Buys............................................................................ 18 Contracting Authority........................................................................ 18 Open Market Acquisitions................................................................. 19 Small Business Set-Asides.................................................................. 20

Historically Underutilized Business Zone (HUBZone) Set Asides................................................................22 Service Disabled Veteran Owned Small Business Set-Asides......................................................................22 Women-Owned Small Business Set Asides..............................23 Sole Source Procurements...........................................................23 Multi-Agency Contracts..............................................................23 Multiple Award Schedules...........................................................24 Government-Wide Acquisition Contracts................................25 GSA Federal Strategic Sourcing Initiative.................................25 Blanket Purchase Agreements....................................................26 Purchase Card...............................................................................26 Unsolicited Proposals..................................................................26 Subcontracting Limitations.........................................................27 Chapter 6: Who's Who in Treasury Procurement..................................................... 28

Acquisition Leadership Team.....................................................28 Small Business Specialists............................................................28 Procurement Center Representative..........................................28 Program/Project Managers.........................................................28 Contracting Officers.....................................................................29 Contracting Officer Representatives..........................................29 General Counsel...........................................................................29 Chapter 7: Accessing Business Development Support.................................... 30

Small Business Development Centers.......................................30 Procurement Technical Assistance Centers..............................30 Minority Business Development Agency Business Centers...........................................................................30 Treasury Mentor-Prot?g? Program............................................30 Chapter 8: Procurement Integrity and Compliance....................................................... 32

Ethical Requirements and Federal Contracting.......................32 The FAR has a Significant Impact on the Contractor's Business Model.......................................................32 No Kickbacks, Bribes or Gratuities............................................32 Responsibility, Suspension and Debarment:.............................33 Exclusion....................................................................................... 33 How You Can Help?.....................................................................34 APPENDIX........................................................ 35

RESOURCES................................................................................. 35

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vi Access to Business Opportunities with Treasury A Guide for Small, Minority Owned and Women Owned Businesses

Chapter 1: About the U.S. Department of the Treasury

U.S. Department of the Treasury

Mission Maintain a strong economy and create economic and job opportunities by promoting conditions that enable economic growth and stability at home and abroad; strengthen national security by combating threats and protecting the integrity of the financial system; and manage the U.S. government's finances and resources effectively.

Goals 1. Promote domestic economic growth and stability while continuing reforms of the financial system

2. E nhance U.S. competitiveness and job creation, and promote international financial stability and more balanced global growth

3. Fairly and effectively reform and modernize federal financial management, accounting, and tax systems

4. Safeguard the financial system and use financial measures to counter national security threats

5. C reate a 21st century approach to government by improving efficiency, effectiveness, and customer interaction

Throughout its rich history, the core mission of Treasury has not changed. Treasury is the steward of the U.S. economy ? taking in revenue, paying bills, and, when appropriate, borrowing and investing public funds. In more recent years, Treasury's role has expanded to being a leader in safeguarding and growing the nation's economy. Treasury is organized into the headquarters (Departmental Offices), operating bureaus, and inspectors general.

Treasury Headquarters (Departmental Offices)

The Departmental Offices are primarily responsible for policy formulation, while the bureaus are primarily the operating units of the organization. Internally, the Departmental Offices are responsible for overall management of Treasury.

Treasury Headquarters (Departmental Offices)

? The Office of Domestic Finance

? The Office of Management

? The Office of Economic Policy ? The Office of General Counsel ? The Office of International Affairs

? The Office of Public Affairs ? The Office of Tax Policy ? The Office of Terrorism and Financial Intelligence

? The Office of Legislative Affairs

? The Treasurer of the United States

Access to Business Opportunities with Treasury A Guide for Small, Minority Owned and Women Owned Businesses 1

Departmental Offices consists of several policy and program offices:

? Domestic Finance works to preserve confidence in the U.S. Treasury market, effectively manage federal fiscal operations, strengthen financial institutions and markets, promote access to credit, and improve financial access and education in service of America's long-term economic strength and stability.

? International Affairs protects and supports U.S. economic prosperity and national security by working to help ensure the most favorable external environment for sustained jobs and economic growth in the United States.

? Terrorism and Financial Intelligence marshals the Department's intelligence and enforcement functions with the twin aims of safeguarding the financial system against illicit use and combating rogue nations, terrorist facilitators, weapons of mass destruction (WMD) proliferators, money launderers, drug kingpins, and other national security threats.

? Economic Policy reports on current and prospective economic developments and assists in the determination of appropriate economic policies. The office is responsible for the review and analysis of domestic economic issues and developments in the financial markets.

? Tax Policy develops and implements tax policies and programs, reviews regulations and rulings to administer the Internal Revenue Code, negotiates tax treaties, and provides economic and legal policy analysis for domestic and international tax policy decisions. Tax Policy also provides revenue estimates for the President's Budget.

? The Treasurer of the United States has direct oversight over the U.S. Mint, the Bureau of Engraving and Printing and Fort Knox and is a key liaison with the Federal Reserve. In addition, the Treasurer serves as a senior advisor to the Secretary in the areas of community development and public engagement. Internally, the Departmental Offices are responsible for overall management of Treasury.

? The Office of Management and the Chief Financial Officer are responsible for managing the Department's financial resources and overseeing Treasury-wide programs, including human capital, information technology, acquisition, and diversity issues.

Treasury also has an Office of the General Counsel, Office of Legislative Affairs, and an Office of Public Affairs.

Office of Small and Disadvantaged Business Utilization (OSDBU)

OSDBU Primary Duties

? Monitor all Department of Treasury procurement activities that involve the participation of small businesses

? Negotiate agency-wide prime and subcontract procurement goals with the Small Business Administration

? Facilitates the resolution of procurement related issues pertaining to small businesses

? Coordinate policy direction and develop new initiatives on subcontracting issues

? Evaluate, review, and make recommendations on subcontracting plans

? Assist small businesses in their marketing to the Treasury headquarters and all of the bureaus

? Assist large prime contractors in identifying potential small businesses to help them to attain their subcontracting goals

? Administer Treasury's Mentor-Prot?g? Program

2 Access to Business Opportunities with Treasury A Guide for Small, Minority Owned and Women Owned Businesses

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