small business federal government contracting · 2019. 5. 21. · small business federal government...
TRANSCRIPT
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Small Business Federal Government Contracting
Certifications
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Course Objectives• Introductions• 8(a) Business Development Program• HUBZone Certification• Woman-Owned Small Business (WOSB)
Certification• Other Programs
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8(a) Business Development ProgramIntroductions
4
YOUR NAME
NAME OF COMPANY
YEARS IN BUSINESS
LOCAL, STATE OR GOV’T
CONTRACTS?
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Set-Aside for Certification Programs and Socio-Economic Categories
Targeted set-asides and acquisition goals:
Women-Owned Small Businesses (5%)
Small Disadvantaged Businesses (including 8(a)
certified) (5%)
HUBZone Businesses (3%)
Service-Disabled Veteran-Owned Small Businesses (3%)
Set-asides are reserved for small business between $3,500 (Micro-purchase Threshold) to $250,000 (Simplified Acquisition Threshold)
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8(a) Business Development Program
6
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8(a) Business Development Program
7
Access to business development support
Build capacity and grow through contracts
Nine-year program available once per lifetime
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8(a) Business Development Program Objectives
8
01 Assistance
Management and technical assistance to help companies compete for business opportunities
02 GovernmentContracting
Helps thousands of entrepreneurs understand and succeed in government contracting
03 Ability toThrive
Assist and graduate firms to allow them to thrive competitively
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Is the 8(a) Certification Appropriate for You?
9
Commercial and government balance
Marketing ability
Proper NAICS codes
Net worth requirements
Diminished ability to compete
Socially and economically
disadvantaged
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8(a) Program Expectations
10
Setting Expectations
Progress measurementIs a business development programNot suited for all firmsLimited total dollar value of contracts
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Proactive Self-Marketing
11
Identify federal buyers and get to know them
Identify the agency contracting proceduresand those who make buying decisions
Focus on areas in your nicheand prioritize
Make contactsthrough small business events and network yourbusiness
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When Should You Apply?
12
Are You Ready…8(a) Is One-time Only
01 Do you have the CAPACITY to deliver on federal contracts?
02 Do you have sufficient CASH FLOW?
03 Do you have demonstrated CAPABILITY (past performance)?
04 Can you demonstrate successful PAST PERFORMANCE?
05 Are you open to ADVICE on growing your business?
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8(a) Business Development Program Benefits
13
SBA Assistance
Mentor-ProtégéAgreement
vv
Effective Strategy
Joint Ventures
Proven ROI
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Designated Socially Disadvantaged Criteria
14
Designated Groups01 • Black American
• Asian Pacific American
• Hispanic
American• Native American• Subcontinent
Asian American
02Non-Designated Group Criteria
• Preponderance of evidence
• Race, ethnicity, gender, physical handicap, long-term environmental issues
• Chronic and substantial• Negative impact to
business advancement
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Economically Disadvantaged Requirements to Qualify
15
Personal net worth (assets minus liabilities) less than $250,000
Three year average income is $250,000 or less
Fair market value of all assets is $4 million or less
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SBA Requirements for 8(a)
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1 Small Business Size Standard
2 Ownership
3 Control and Management
4 Business Requirements
5 Character
6 Ineligibility Criteria
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Waiver of the Two-Year Rule
17
SBA requires a business to be operating for 2 years in order to qualify for the 8(a) program.
SBA MAY WAIVE THE TWO-YEAR RULE IF:
Business management experience
Technical expertise
Adequate capital
Successful past performance
Ability to meet requirements
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8(a) Application Process
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• Register for a DUNS number• Identify NAICS code(s)• Register with SAM
BEFORE APPLICATION
• Review application guide• Gather supporting
documentation• Apply online at
APPLY FOR CERTIFICATION
• Access resources on the Knowledge Base • For assistance, contact
RESOURCES
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SBA Certification PortalSBA’s certification portal where businesses can submit documents to seek SBA certifications
Automatic MigrationPulls business information from SAM.gov
Online FormsForms are completed online. No longer required to upload certain SBA forms
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Business Development Assistance Available to Program Participants
20
Orientation
8(a) orientation upon approval into the program
Referrals and Training
• Resource Partner referrals• 7(j) Program with one-on-one
counseling
Marketing
Invitations to 8(a) business development events and other
marketing assistance
Surety Bonds
Increased contract value eligibility and assistance
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Getting the Most Out of Your 8(a) Certification
21
Qualify for set-aside or sole source contract awards – helping agencies achieve success
Opportunity to build capacity and grow by establishing Joint Ventures and participating in the Mentor-Protégé Program
Access to management and technical assistance programs, guaranteed loans and bonding assistance
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Participation and Continued Eligibility
22
Participation Starts at Date of Approval
Developmental
Years 1-4
Transitional
Years 5-9
To maintain eligibility: • Submit 8(a) annual update on time• Inform SBA of all material and business changes (prior
approval required)• Maintain SAM and DSBS profiles
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Know the Rules for 8(a) Certification
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13 CFR part 124EligibilityFAR 19.8
8(a) Contracts
Citizenship & Size Disadvantaged Criteria
Ownership Control and Management
Potential Character Contract Information
Small Business Programs
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HUBZone Certification
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Historically Underutilized Business Zone (HUBZone) Certification
25
Stimulate capital investment
Build capacity and grow
Access HUBZone set-aside contract dollars
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HUBZone Program Purpose
26
What is a HUBZone?Historically
Underutilized Business Zone
EMPLOYMENT OPPORTUNITIES
CAPITAL INVESTMENT
ECONOMIC LEVERAGE
HUBZone
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Is the HUBZone Certification Appropriate for You?
27
51% ownership requirement
Located in a HUBZone
35% employee requirement
SBA size standards
NAICS code requirements
Exceptions for certain groups
No minimum time in business
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SBA HUBZone Responsibilities
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Implements and Regulates
ProgramDetermines and Adjudicates Eligibility
Streamlines Certification
ProcessMaintains Certification Listing
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HUBZone Eligibility and Requirements
29
Ownership51% owned by
U.S. Citizens
Principal OfficeLocated in a
HUBZone
35% Residency35% of employees
in HUBZone
SizeSBA size
standards
HUBZone LocationReview HUBZone
locations
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HUBZone Application Process
30
• View the HUBZone Primer• Register for a DUNS number• Identify NAICS code(s)• Register with SAM
BEFORE APPLICATION
• Review application guide• Gather supporting documentation• Apply using the General Login System
APPLY FOR CERTIFICATION
• Verify requested information• Submit supporting documentation• Update SAM profile once approved
DOCUMENTATION
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Supporting Documentation Requirements
31
01Signed HUBZone Program Certification Signature Sheet
02
Principal Office 03
35% Residency Requirement
04
Ownership, Control and Structure
05Size and Affiliation
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HUBZone Site Visits and Re-certification
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• Participate in site visits• Meet HUBZone criteria• Maintain SBA standards• Recertify every 3 years
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Getting the Most Out of Your HUBZone Certification
33
Qualify for set-aside or sole source contract awards – increasing prime and subcontracting opportunities
Opportunity to build capacity and grow by establishing Joint Ventures and participating in the All Small Mentor-Protégé Program
Access to training, management and technical assistance programs, guaranteed loans and bonding assistance
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Woman-Owned Small Business (WOSB)
Certification
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Women-Owned Small Business (WOSB) Program
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Take advantage of annual prime contracting goals
Build capacity and grow
Access set-asides for WOSB and EDWOSB
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Is the WOSB Certification Appropriate for You?
36
51 % ownership requirements
Highest officer position
Proper NAICS codes
Managerial experience
Manage daily operations
No minimum time in
business
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Eligibility Requirements for WOSBs
37
SB Size Standard
Time in Business
51% Ownership
Management
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Economically Disadvantaged Requirements to Qualify
38
Personal net worth (assets minus liabilities) less than $750,000
Three year average income is $350,000 or less
Fair market value of all assets is $6 million or less
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WOSB Eligibility Process
39
• Register in SAM• Update certify.SBA.gov• Represent status• Provide documentation
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SBA Certification PortalSBA’s certification portal where businesses can submit documents to seek SBA certifications
Automatic MigrationPulls business information from SAM.gov
Online FormsForms are completed online. No longer required to upload certain SBA forms
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Getting the Most Out of the WOSB Program
41
Qualify for set-aside or sole source contract awards – increasing prime and subcontracting opportunities
Opportunity to build capacity and grow by establishing Joint Ventures and participating in the All Small Mentor-Protégé Program
Access to training, management and technical assistance programs, guaranteed loans and bonding assistance
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WOSB and EDWOSB Set-Aside Contracts
42
WOSBNAICS code assigned to contract is in an industry where WOSBs are underrepresented
EDWOSB
Industry
NAICS code assigned to contract is in an industry where WOSBs are substantially underrepresented
Industries
Contracting officer has reasonable expectation that 2 or more WOSBs
will submit an offer
Rule of Two
Rule of Tw
o
Award PriceContract must be awarded at fair
market priceAw
ard Price
Insert Text Here
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WOSB and EDWOSB Sole-Source Contracts
43
1Eligible NAICS Code
WOSB and EDWOSB eligible NAICS code
2Fair and Reasonable Price
Awarded at a fair and reasonable price
3Contract Value
$6.5M for manufacturing or $4M
for all others
4Sole Source
Only (1) WOSB/EDWOSB that
can perform
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Is the SDVOSB Certification Appropriate for You?
44
51 % ownership requirements
Highest officer position
Proper NAICS codes
Managerial experience
Manage daily operations
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Other ProgramsService-Disabled Veteran-Owned Small Business
All Small Mentor-Protégé ProgramJoint Ventures
45
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Service-Disabled Veteran-Owned Small Business Program (SDVOSB)
46
Qualify for set-aside opportunities
Build capacity and grow
Establish joint ventures
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Getting the Most Out of the SDVOSB Program
47
Enables firms to qualify for set-aside or sole source contract awards – helping agencies to meet their SDVOSB goals
Facilitates development opportunities and increases growth potential by establishing Joint Ventures or a Mentor-Protégé agreement
More prime and subcontracting opportunities through registration at Vetbiz.gov
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All Small Mentor-Protégé Program (ASMPP)
48
Access business development assistance
Build capacity and grow
Establish joint ventures
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Is the All Small Mentor-Protégé Program Appropriate for You?
49
Pre-identified Mentor
Mentor requirements
Protégé requirements
Mentor-protégé limitations
Required training
NAICS codes and joint
venture requirements
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Getting the Most Out of the All Small Mentor-Protégé Program
Enables firms to form joint venture–helping agencies compete for government contracts
Facilitates development opportunities, training, assistance and additional financial support
Creates the opportunity to increase networks for future business growth
50
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Eligibility Requirements for Joint Ventures
51
Joint Ventures
01SB Size
Standards
02
Financial
03Performance
04Defined Roles
05
Records & Reporting
06
Management
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District Office