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Oak Ridge National Laboratory Small Business Programs ETEBA Tennessee Chapter Membership Meeting Jerome Hicks Director, ORNL Contracts Division Knoxville, TN May 27, 2010

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Page 1: Oak Ridge National Laboratory Small Business Programs · Robertson Sumner Wilson Dickson Davidson Macon Clay Smith Jackson Putnam Cumberland Overton Scott Campbell Claiborne Union

Oak Ridge NationalLaboratory Small Business Programs

ETEBA Tennessee Chapter Membership MeetingJerome HicksDirector, ORNL Contracts Division

Knoxville, TN

May 27, 2010

Page 2: Oak Ridge National Laboratory Small Business Programs · Robertson Sumner Wilson Dickson Davidson Macon Clay Smith Jackson Putnam Cumberland Overton Scott Campbell Claiborne Union

2 Managed by UT-Battellefor the U.S. Department of Energy

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Today, ORNL is DOE’s largest scienceand energy laboratory

• Nation’s largest concentrationof open source materials research

• World’s most intense pulsed neutron sourceand a world-class research reactor

• $1.65B budget• 4,500 employees• 4,000 research

guests annually• $500 million invested

in modernization

• World’s most powerful open scientific computing facility

• Nation’s most diverse energy portfolio

• Managing the billion-dollar U.S. ITER project

2 Managed by UT-Battellefor the U.S. Department of Energy Overview_1003

Page 3: Oak Ridge National Laboratory Small Business Programs · Robertson Sumner Wilson Dickson Davidson Macon Clay Smith Jackson Putnam Cumberland Overton Scott Campbell Claiborne Union

3 Managed by UT-Battellefor the U.S. Department of Energy

The University of TennesseeKnoxville, Tennessee

BattelleColumbus, Ohio

Limited LiabilityCompany

UT-Battelle has managed Oak Ridge National Laboratory since April 2000

Limited LiabilityCompany

Page 4: Oak Ridge National Laboratory Small Business Programs · Robertson Sumner Wilson Dickson Davidson Macon Clay Smith Jackson Putnam Cumberland Overton Scott Campbell Claiborne Union

4 Managed by UT-Battellefor the U.S. Department of EnergyManaged by UT-Battelleor the U.S. Department of Energy

Page 5: Oak Ridge National Laboratory Small Business Programs · Robertson Sumner Wilson Dickson Davidson Macon Clay Smith Jackson Putnam Cumberland Overton Scott Campbell Claiborne Union

5 Managed by UT-Battellefor the U.S. Department of Energy

55555 MManaged by UT-Battellefor the U.S. Department of Energy

Page 6: Oak Ridge National Laboratory Small Business Programs · Robertson Sumner Wilson Dickson Davidson Macon Clay Smith Jackson Putnam Cumberland Overton Scott Campbell Claiborne Union

6 Managed by UT-Battellefor the U.S. Department of Energy

6 Managed by UT-Battellefor the U.S. Department of Energy

Page 7: Oak Ridge National Laboratory Small Business Programs · Robertson Sumner Wilson Dickson Davidson Macon Clay Smith Jackson Putnam Cumberland Overton Scott Campbell Claiborne Union

7 Managed by UT-Battellefor the U.S. Department of Energy

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Page 8: Oak Ridge National Laboratory Small Business Programs · Robertson Sumner Wilson Dickson Davidson Macon Clay Smith Jackson Putnam Cumberland Overton Scott Campbell Claiborne Union

8 Managed by UT-Battellefor the U.S. Department of Energy

TN Maps

UT-BATTELLEContract Dollars Awarded in TennesseeCumulative – ORNL, SNS & ITER Combined – FY 2010

Anderson County$150,699,271

Knox County$63,224,465

Obion Weakly Henry

CarrollGibsonDyer

Houston

Stewart

Haywood Madison

HickmanKnox

Hardin WayneMcNairy

Shelby Fayette

Tipton Lewis

GilesLincoln

Maury

Williamson

Marion Polk

Monroe

BlountSevier

Cocke

Mont-gomery

Robertson Sumner

Wilson DavidsonDickson

Macon Clay

SmithJackson

Putnam

Cumberland

OvertonScott

CampbellClaiborne

Union

Jefferson

BedfordCoffee

Grundy

Warren

White

Morgan

Hancock

Van Buren

Moore

TrousdalePickett

Base = Total Procurement for ORNL, SNS & ITER Combined . County #s do not include P-Card purchases. Data Source: SAP BW

P:/ProcGrps/Contract Services/Metrics/SELA/201004TNmap.pptx 05/27/2010

Tennessee (44.25%) $ 233,011,030Total Procurement $ 526,573,775

YTD – Apr 2010

Contract Dollars Awarded in TennesseeCumulative – ORNL, SNS & ITER Combined – FY 2010

Anderson County$150,699,271

Page 9: Oak Ridge National Laboratory Small Business Programs · Robertson Sumner Wilson Dickson Davidson Macon Clay Smith Jackson Putnam Cumberland Overton Scott Campbell Claiborne Union

2007 SBA Francis Perkins Vanguard Award

Recent Recognition for Small Business Support2006 DOE

FMC Innovation Award

2007 DOE M&O Small BusinessPrograms Manager of the Year Award

2008 DOEMentor of the Year Award

Page 10: Oak Ridge National Laboratory Small Business Programs · Robertson Sumner Wilson Dickson Davidson Macon Clay Smith Jackson Putnam Cumberland Overton Scott Campbell Claiborne Union

10 Managed by UT-Battellefor the U.S. Department of Energy

SSmall Businesses: Steps in Doing Business with ORNL• Register your business in the Central Contractor

Registration (CCR) database at www.ccr.gov.

• Visit the ORNL Small Business web site at www.ornl.gov/smallbusiness.

• Register your business in the Supplier Information Database in the website.

• Send your capability documents to the Small Business Office.

Page 11: Oak Ridge National Laboratory Small Business Programs · Robertson Sumner Wilson Dickson Davidson Macon Clay Smith Jackson Putnam Cumberland Overton Scott Campbell Claiborne Union

11 Managed by UT-Battellefor the U.S. Department of Energy

SSmall Businesses:Steps in Doing Business with ORNL -continued

• Make an appointment to visit the Small Business Office (optional).

• Visit our web site for Upcoming Subcontracting Opportunities.

• Keep in touch with the ORNL Small Business Programs Office.

Page 12: Oak Ridge National Laboratory Small Business Programs · Robertson Sumner Wilson Dickson Davidson Macon Clay Smith Jackson Putnam Cumberland Overton Scott Campbell Claiborne Union

12 Managed by UT-Battellefor the U.S. Department of Energy

ORNL Voice of the Customer Survey ResultsChallenges Concerning Winning Contracts

�Lack of thoroughness in reading solicitations; not paying attention to detail�Lack of thoroughness in submitting proposals�Not realizing capabilities and limits�Attitude�No prior experience with ORNL�Lack of business knowledge�Inadequate breakdown of cost proposal�Impatience

Page 13: Oak Ridge National Laboratory Small Business Programs · Robertson Sumner Wilson Dickson Davidson Macon Clay Smith Jackson Putnam Cumberland Overton Scott Campbell Claiborne Union

13 Managed by UT-Battellefor the U.S. Department of Energy

Top Ten Reasons Proposals Don’t Win

�Didn’t follow the proposal instructions

�Didn’t return the requested forms

�Didn’t address the Evaluation Criteria as described in the Proposal Format

�Technical proposal just regurgitated SOW

�Didn’t adhere to page limit; too wordy

� Didn’t state the assumptions or the basis for the proposed costs

� Poor safety record

� Lack of understanding regarding the work

� Lack of documented past performance

� Cost/Price

Page 14: Oak Ridge National Laboratory Small Business Programs · Robertson Sumner Wilson Dickson Davidson Macon Clay Smith Jackson Putnam Cumberland Overton Scott Campbell Claiborne Union

14 Managed by UT-Battellefor the U.S. Department of Energy

Six Recommended Strategies for Success

�Know our Mission and Organizational Structure�Evaluate our Small Business Requirements and Protocol�Know What we Buy and When�Be Competitive�Quality, Good Pricing, and On Time Delivery�Exceed Customer Expectations

Page 15: Oak Ridge National Laboratory Small Business Programs · Robertson Sumner Wilson Dickson Davidson Macon Clay Smith Jackson Putnam Cumberland Overton Scott Campbell Claiborne Union

15 Managed by UT-Battellefor the U.S. Department of Energy

ORNL Voice of the Customer Survey ResultsChallenges Concerning Performing Subcontracts

�Communication�Inadequate Project Management�Poor infrastructure and accounting system�Damaging or destroying relationships with ORNL staff�Gradually adhering to safety standards�Lack of defined agreement with subcontractors�Inflexibility

Page 16: Oak Ridge National Laboratory Small Business Programs · Robertson Sumner Wilson Dickson Davidson Macon Clay Smith Jackson Putnam Cumberland Overton Scott Campbell Claiborne Union

In SummaryWhat Really Works...

• Relationships• Networking• Homework/Research• Continuous Marketing• Being Prepared

• Past Performance• Share Information• Patience• Persistence• Exceed Expectations

Page 17: Oak Ridge National Laboratory Small Business Programs · Robertson Sumner Wilson Dickson Davidson Macon Clay Smith Jackson Putnam Cumberland Overton Scott Campbell Claiborne Union

17 Managed by UT-Battellefor the U.S. Department of Energy

Big Businesses Expectation: Maximum Utilization of Small Businesses �Subcontracting Plan required for procurements >$550K (FAR Part 19.7)

�Requested minimum goals:•SB – 23%•WOB - 5%•SDB - 5%•HUBZone - 3%•Vet. - 3%•SDVOB - 3%

� eSRS reporting required•ISRs reported semiannually•SSRs reported annually

Page 18: Oak Ridge National Laboratory Small Business Programs · Robertson Sumner Wilson Dickson Davidson Macon Clay Smith Jackson Putnam Cumberland Overton Scott Campbell Claiborne Union

Business ethics expectations

• Expect the highest levelof integrity from ourselves and our business partners• We’re not living

on our reputation —we’re building one

Page 19: Oak Ridge National Laboratory Small Business Programs · Robertson Sumner Wilson Dickson Davidson Macon Clay Smith Jackson Putnam Cumberland Overton Scott Campbell Claiborne Union

19 Managed by UT-Battellefor the U.S. Department of Energy

0A0H0A0H

Type Description Small Business Set Aside

Estimated Value

NAICS Code

Anticipated Issue Date

Anticipated Award Date

Contact Name

Contact Tel #

Contact E-mail

Equipment Highly Flexible Carbon Fiber Semi-Production Line Equipment

No $8-11M 335991 May 2010 TBD James Dee 865-241-9210

[email protected]

Services Well Drilling/Characterization Services

Yes <$5M 562910 May 2010 TBD Cassandra Anthony

865-576-0151

[email protected]

Equipment Boilers and Hot Water HeatersARRA FUNDED

Yes $2.25M 423830 May 2010 TBD Linda Jones

865-574-1410

[email protected]

Equipment Leak Detector Selective Pumping Unit –One Prototype Hydrogen Isotope Selective Vacuum Pump

No $100k 339999 May 2010 July 2010 Lynn Taylor 865-241-0480

[email protected]

BUSINESS OPPORTUNITIES

Page 20: Oak Ridge National Laboratory Small Business Programs · Robertson Sumner Wilson Dickson Davidson Macon Clay Smith Jackson Putnam Cumberland Overton Scott Campbell Claiborne Union

20 Managed by UT-Battellefor the U.S. Department of Energy

BUSINESS OPPORTUNITIES

Type Description Small Business Set Aside

Estimated Value

NAICS Code

Anticipated Issue Date

Anticipated Award Date

Contact Name

ContactTel #

ContactE-mail

Supplies Ethanol Fuel TBD TBD TBD May 2010 TBD Steve Bowman

865-574-6938

[email protected]

Supplies Biodiesel Fuel

TBD TBD TBD May 2010 TBD Steve Bowman

865-574-6938

[email protected]

Supplies Gasoline Fuel

TBD TBD TBD May 2010 TBD Steve Bowman

865-574-6938

[email protected]

Supplies Diesel #2, Heating Oil

TBD TBD TBD May 2010 TBD Steve Bowman

865-574-6938

[email protected]

Page 21: Oak Ridge National Laboratory Small Business Programs · Robertson Sumner Wilson Dickson Davidson Macon Clay Smith Jackson Putnam Cumberland Overton Scott Campbell Claiborne Union

21 Managed by UT-Battellefor the U.S. Department of Energy

BUSINESS OPPORTUNITIESType Description Small

Business Set Aside

Estimated Value

NAICS Code

Anticipated Issue Date

Anticipated Award Date

Contact Name

ContactTel #

ContactE-mail

JIT Sigma-Aldrich Chemicals and Products

Yes $5M TBD 2010 TBD Jackie Smith 865-576-1754

[email protected]

JIT Building Supplies, Plumbing Supplies and Hardware

No $750K - $1M TBD 2010 TBD Stanton Fears

865-574-5348

[email protected]

JIT Automotive Supplies

No $400-500K TBD 2010 TBD Stanton Fears

865-574-5348

[email protected]

JIT Jones Trane HVAC Equipment

No $80-85K TBD 2010 TBD Jackie Smith 865-576-1754

[email protected]

Equipment ITER Equipment –Arc Detection Instrumentation/R&D

No <$1M TBD 2010 TBD Kelli Kizer 865-241-9365

[email protected]

Page 22: Oak Ridge National Laboratory Small Business Programs · Robertson Sumner Wilson Dickson Davidson Macon Clay Smith Jackson Putnam Cumberland Overton Scott Campbell Claiborne Union

22 Managed by UT-Battellefor the U.S. Department of Energy

Oak Ridge National LaboratoryMANAGED BY UT-BATTELLE FOR THE DEPARTMENT OF ENERGY

Keith S. JoyDirector, Small Business Programs

865.576.5484 (phone) 1060 Commerce [email protected] Oak Ridge, TN 37831

Cassandra McGee StuartSocioeconomic Program Officer

865.576.3560 (phone) 1060 Commerce [email protected] Oak Ridge, TN 37831

Jerome HicksDirector, Contracts Division

865.576.0274 (phone) 1060 Commerce [email protected] Oak Ridge, TN 37831

Page 23: Oak Ridge National Laboratory Small Business Programs · Robertson Sumner Wilson Dickson Davidson Macon Clay Smith Jackson Putnam Cumberland Overton Scott Campbell Claiborne Union

SmallBusiness 0808

wwww.ornl.gov

Oak Ridge National Laboratory:Meeting the challenges of the 21st century