County of Monroe Rochester Procurement Technical Assistance Center (PTAC)

1. National Contract Management Association Leatherstocking Chapter – Rome, New YorkTuesday, October 23, 2007U.S. Department of Defense Defense Logistics AgencyProcurement Technical Assistance Program County of Monroe Rochester Procurement Technical Assistance Center (PTAC) Paulette Birch,PTAC Program Manager

2. County of Monroe Economic Development Support Economic Growth • Monroe County works to assist firms with programs such as: • Interest subsidies on fixed rate loans or capital leases for machinery or equipment • Various rebate programs on equipment purchases • Property tax abatement • Empire Zone incentives • Assisting SBA with SBA 504 long-term financing program • Venture capital funds partnering with the Trillium Group LLC

3. County of Monroe Economic Development Support Economic Growth • Monroe County works to assist firms in additional ways with • Foreign Trade Zone for international commerce • Rochester Works! - To develop, retain and attract a strong workforce • The Entrepreneurs Network – a six-month program focused on practical, business-oriented education and networking to secure capital and form strategic alliances • Rochester Procurement Technical Assistance Center helping firms sell to the government and military

4. County of Monroe Economic Development Support Economic Growth • Procurement Technical Assistance ProgramProviding contract consulting to increase revenues by selling to federal, state, local governments and the military. • www.RochesterPTAC.com • Phone 585.753.2015

5. Procurement Technical Assistance Program Background - Established in mid 80’s under the DLA’s Procurement Technical Assistance Cooperative Agreement (PTA) Program. • PTA program remains the only government-sponsored program that provides intensive, individually tailored guidance through the federal procurement system. • PTACs are hosted by colleges/universities, state and local governments, and non-profit organizations.

6. PTAP cont’d. • PTAP’s primary mission: - Support our national security by ensuring a broad base of capable suppliers for the defense industry and other agencies - Increase competition • Provide better products and services at lower costs. • PTA centers • Work with small, disadvantaged, women-owned, veteran-owned, service-disabled veteran-owned, 8(a) and HUBZone firms connecting them with buying offices • Over 90 centers exist today

7. NYS PTACs • New York State PTACs • New York City Dept. of Business Services • NYC, Kings and Richmond • Research Foundation CUNY • Queens • Rockland Economic Development Corp • Rockland, Orange and Westchester • Long Island Development Corp • Long Island, Nassau, and Suffolk • South Bronx Economic Development Corp. • Bronx • Cattaraugus County Economic Development • Allegany, Cattaraugus, Chautauqua and Wyoming • County of Monroe Rochester PTAC • Genesee, Livingston, Monroe, Ontario, Orleans, Seneca and Wayne • http://www.dla.mil/db/procurem.htm • http://www.aptac-us.org/new/index.php

8. Rochester PTAC • PTAC = Procurement Technical Assistance Center • Cooperative agreement between County of Monroe and U.S. Dept. of Defense (DoD) • Administered by the Defense Logistics Agency (DLA) • Mission: provide government contract counseling to diverse business concerns in Monroe, Genesee, Livingston, Ontario, Orleans, Seneca & Wayne Counties • http://www.RochesterPTAC.com

9. Rochester PTAC (continued) • Help companies cut through the red tape and sell to the government – military, federal, state and local entities • Assist clients in preparation of registrations, bids, proposals and post award functions • Identify marketing opportunities • Assist prime contractors/government agencies in identifying suppliers to fulfill contracting goals • Government contract consulting at no cost

10. Rochester PTAC (continued) • Establish relationships with area small business resources, prime contractors and government facilities. • Increase the number of area businesses bidding and winning government contracts!

11. RochesterPTAC4-Step Process • STEP ONE - Information Exchange • Private sessions to determine feasibility of government selling All client information is confidential • STEP TWO - How to Sell to the Government • Registrations/SBA program/certifications • Marketing / Find Opportunities • STEP THREE – Bid Process • Contracting rules and regulations • Bid Matching Service • STEP FOUR - Post Award Assistance • One on one sessions to provide answers to specific contract / contracting procedures and questions

12. PTAC Program of Work • PTAC has a coaching role: help firms gain the skills to become successful government contractors • Workshops: Monthly - “Selling to the Government”, “Marketing Strategies” and “Introduction to Federal Contracting” • One-on-One Consulting: provide specific instruction and guidance based on company goals • Member Follow-up: provide client follow-up on all questions and serve as a continuous resource. • Events / Programs: Government procurement representatives are featured at programs during the year.

13. PTAC STATS FY2006Federal Contracting • NATIONALLY – Association of Procurement Technical Assistance Center (APTAC) • PTAC clients were awarded contracts totaling $14.188 billion - creating or retaining 334,004 jobs!  • LOCALLY – Rochester PTAC statistics • 29 clients were awarded contracts totaling $19,288,884 creating or retaining 489 jobs • 9 firms were 1st time contract awardees

14. PTAC as Your Resource • TARGETED CONTRACTOR ASSISTANCE • Agencies / prime contractors contact PTAC to assist specific firms they wish to contract with, but need valid registrations (i.e. CCR / ORCA) and certifications. PTAC can provide assistance to help avoid conflict of interest issues or staff limitations. • LOCATING SPECIALIZED CONTRACTORS • Agencies and prime contractors use PTAC to identify contractors to provide commercial off-the- shelf and custom products/services or that will fulfill procurement goals for 8(a), HUBZone, Woman-owned, Service-disabled veteran owned.

15. PTAC as Your Resource • PROBLEM SOLVING • PTAC can help resolve problems with contractors or potential contractors to avert performance problems and contract protests. • SOLICITATION DEVELOPMENT • Assist in drafting solicitations directed at small businesses. Working with large prime contractors to develop appropriate subcontracting plans. • REFERRALS • Agency and prime contractor small business specialists can send vendors / potential vendors to PTAC for procurement process assistance. Helping agency staff and prime contractor small business specialists focus on contracting and not small business counseling.

16. PTAC as Your Resource • OUTREACH EVENTS • PTAC sponsors programs to assist agencies and primes to meet firms through hosting small group meetings to large ‘matchmaker’ events • PTAC can facilitate or participate in conferences and seminars at your request to disseminate information on up-coming projects, acquisition policy / procedure changes, or the specifics regarding contracting with your agency or firm • TRAINING • Provide agency and contractor staff with contracting basics through scheduled workshops

17. SAVE-THE-DATE 3rd Western New York MatchMaker Wednesday, May 14, 2008 Buffalo (NY) Convention Center Government agency and prime contractor representatives meet with small business in 10-minute individual meetings. Rochester PTAC is again working with the U.S. Small Business Administration-Buffalo District, SCORE Buffalo-Niagara and Business First to organize this event. Contact: Kelly LoTempio, 716-551-4301 Kelly.LoTempio@sba.gov to be added to the notification list and visit the Business First website for details and registration www.buffalo.bizjournals.com

18. Upcoming Programs Our 3-part workshop series is held monthly: Selling to the Government Marketing to the Government and Introduction to Federal Contracting: Reading Bids and Submitting Offers Visit our website for listingshttp://www.RochesterPTAC.com

19. Rochester PTAC Thank You! Contact Information: Paulette Birch, Program Manager, 585.753.2015 pbirch@monroecounty.gov Jean Kase, Director, 585.753.2031 jkase@monroecounty.gov www.RochesterPTAC.com