Request for Counseling (page 2 of 2)
If incorporated, or LLC state (circle) MOOther: ______
Federal ID: ______
Data Universal Numbering System (DUNS): ______
Commercial and Government Entity Code (CAGE): ______
Federal Supply Codes (FSC): ______, Product Service Codes (FSC/PSC): ______
Registered in System for Award Management (SAM) (circle)YesNo
Registered in Dynamic Small Business Search (DSBS) (circle)YesNo
Is primary office located in a HUBZone?YesNo
Is company HUBZone certified?YesNo
Bonded capacity for construction bidding, payment and/or performance YesNo
Amount $ ______
______
FOR MO PTAC USE ONLY
Guidelines for Becoming a MO PTAC Client
a. Sells products or services purchased by the government?YesNo
b. On Excluded Parties List (Formerly Debarred List)? (If yes, do not sign up as a MO PTAC client.) YesNo
(See for search engine)
c. Does the company basically meet the requirements for responsible contractors (FAR 9.104-1)?YesNo
(1)Have adequate financial resources?*YesNo
(2)Comply with delivery or performance schedule?YesNo
(3)Have satisfactory performance record?YesNo
(4)Have satisfactory record of integrity and business ethics?YesNo
(5)Have the necessary organization, experience, accounting and operational controls, and technical skills?*YesNo
(6)Have the necessary production, construction, and technical equipment and facilities?*YesNo
(7)Otherwise qualified?YesNo
*or the ability to obtain
d. Is company up-to-date on payment of taxes?YesNo
e. Has company been in business at least one year? (See note below.)YesNo
f. Does the company have a person available to devote an appropriate amount of time to government contracting?Yes No
g. Is there any known negative information about the company concerning contracting (late deliveries/performance,
quality problems, etc.)?YesNo
h. Does the company have a computer(s)?YesNo
i. Is the company connected to the Internet?YesNo
j. Does the company have email?YesNo
k. Does the company have a business plan?YesNo
(1)If not, who did you refer business to?
l. Does the company have a marketing plan?YesNo
(1)If not, who did you refer business to?
m. Does the company have “five” employees or more?YesNo
n. Does the company representative know their pricing?YesNo
Note: This applies mainly to a “new start.” A new company which the owner/manager is not experienced probably needs to wait at least a sufficient period of time (year) before beginning government contracting in order to get established commercially (licenses, commercial customers, etc). However, time in business would not be a factor where a company had only changed ownership from individual or partnership to a corporation. In addition, a person may have worked in a strategic management position with another company where he/she gained technical skills that would have properly prepared him/her to begin government contracting in less than a year.
With the exception of b above, a response of “no” should not automatically preclude the company from becoming a MO PTAC client. However, the more “no” responses might identify areas that need attention prior to becoming involved in government contracting. “No” responses should be treated only as “indicators” in terms of potential anticipated success in government contracting. In addition, if the company does not have a business plan or marketing plan, refer the company to the servicing SBDC or B and I Specialist. However, not having a business plan or marketing plan should not preclude a company from becoming a MO PTAC client.
MO PTAC Form 1-R
September 19, 2012