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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 U.S. Department of the Treasury Mission

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no shortcuts to success you must do your homework

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

u s department of the treasury mission

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.

  • 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
  • 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
  • 10 Bureaus:
  • Financial - OCC, FMS, IRS, OTS, BPD, TTB, FinCen
  • Manufacturing - BEP, Mint
  • Headquarters - Office of the Secretary

Go to for a

description of each Bureau’s responsibilities.

treasury sb goals
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
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%

Treasury SB Goals (Continued)
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%

IRS SB Goals
major themes
Major Themes
  • Information Dissemination
    • Forecast of Procurement Opportunities
  • Outreach
  • Training
    • IRS 8(a) Seminar – next scheduled for July 28, 2009
  • Mentor-Protégé Program
best practices
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
best practices continued
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,
selecting sb concerns
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

Director, Research, Analysis, and Statistics, Mark Mazur

Chief, Communications and Liaison, Frank Keith

Chief Counsel,

Clarissa Potter *

Chief, EEO and Diversity,

Dora Trevino (Act.)

Director, Office of Privacy, Information Protection & Data Security

Deborah Wolf

Director, Whistleblower Office

Steve Whitlock


Small Business / Self-Employed,

Chris Wagner

Chief Technology Officer,

Terry Milholland

Chief Financial Officer,

Alison Doone

Chief Human Capital Officer,

Jim Falcone, Acting


Agency-Wide Shared Services,

Dave Grant, Acting


Wage and Investment,

Richard Byrd


Large and Mid-Sized Business, Frank Ng


Tax Exempt and Government Entities,

Steve Miller


Criminal Investigation, Eileen Mayer

Director, Office of Professional Responsibility, Carolyn Gray *


Doug Shulman

Chief of Staff, Jonathan Davis

Deputy Chief of Staff, Ruth Perez

Deputy Commissioner

Services and Enforcement,

Linda E. Stiff

Deputy Commissioner

Operations Support,

Mark Ernst



Organization and Top Officials

Chief, Appeals,

Sarah Hall Ingram

National Taxpayer Advocate, Nina Olson


Small Business Office

  • TIPSS 3 is Treasury’s main IT services contract (managed by IRS)
  • Treasury Commercial Vehicle (TCV) main product contract

Understand Acquisition Strategy

UnderstandTop Issues

  • Understand following: President’s Management Agenda, Lines Of Business, HSPD 12, Earned Value Management
  • IG Audit, need focus on physical security, HSPD-12, IPv6, COOP, data security
  • Congressional scrutiny of programs

Understand Internal & External Drivers

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
understanding the irs18
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
the model small business firm
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
the model small business firm21
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)
in summary what really works


Multiple Contracting Vehicles

Continuous Marketing

Being Prepared

Get Involved

Past Performance

Share Information



In SummaryWhat Really Works...

Homework always comes before success in the dictionary & Small Business Procurement!

points of contact
Points of Contact
  • Teresa Lewis, OSDBU Director, (202) 622-2826,
  • Jodie Paustian, IRS Small Business Specialist, (202) 283-1199,
  • and Scroll down and click on Contract Opportunities, then on IRS Procurement