Women-Owned Small Business (WOSB) Federal Contract Program Presentation

Transcription

1 UNCLASSIFIED Women-Owned Small Business (WOSB) Federal Contract Program Presentation Darlene Brakefield WOSB Program Manager UNCLASSIFIED 1

2 AMC Enterprise Family Services Army Contracting Command Provide global contracting support to warfighters in garrison and through the full spectrum of military operations Army Sustainment Command AMC face to the field. Provide combat service support capability to Warfighters in the Continental U.S. and Combatant Commands; assure expeditionary war-fighting readiness; leverage national logistics to a transforming Army at war. Embedded personnel in every Brigade Combat Team and Combat Aviation Brigade. U.S. Army Security Assistance U.S. Army Manage, administer, Contracting and implement the Army Material Foreign Military Command Sales (FMS) Command Chemical Materials Agency Eliminate the risk and expense of continued storage of the chemical stockpile and related materials in a safe, environmentally sound and cost efficient manner and to enhance national security by providing specialized chemical and biological destruction and defense capability Surface Deployment and Distribution Command Provide global surface deployment command & control and distribution operations via Ship, rail and track to meet National Security objectives in peace and war. Research, Development, and Engineering Command Get the right integrated technologies into the hands of the Warfighter quicker. Manage 8 labs and Research, Development and Engineering Centers, Army Material Systems Analysis Activity, and Capability & Technology Integrated Process Teams. Over 18,000 scientists and engineers. 2 2

3 UNCLASSIFIED Army Contracting Command Organization Army Materiel Command OSBP Army Contracting Command (ACC) (Huntsville, AL) As of Jan th CSB USARCENT Shaw AFB, SC Expeditionary Contracting Command (ECC) (Huntsville, AL) Army Contracting Command Redstone (Huntsville, AL) OSBP OSBP OSBP 409 th CSB USAREUR Kaiserslautern, GE 410 th CSB USARSO Fort Sam Houston, TX OSBP 411 th CSB USFK Yongsan, ROK (09/12 FT BRAGG, NC) 412 th CSB USARNO Fort Sam Houston, TX 413 th CSB USARPAC Fort Shafter, HI OSBP 414 CSB USARAF Vicenza, Italy Contracting Command Korea Yongsan, ROK (09/12) OSBP OSBP OSBP Army Contracting Command Aberdeen Proving Ground (Aberdeen Proving Ground. MD) Army Contracting Command Rock Island (Rock Island, IL) SDDC Contracting Center (Scott AFB, IL) HCA Only OSBP OSBP Army Contracting Command National Capital Region (Alexandria, VA) Army Contracting Command Warren (Warren, MI) Army Contracting Command Picatinny (Picatinny, NJ) OPM-SANG Contracting Center (Riyadh, SA) OSBP OSBP Mission & Installation Contracting Command (MICC) (Fort Sam Houston, TX) Mission Contracting Centers at 7 installations Mission Contracting Offices at 9 installations OSBP OSBP Installation Contracting Offices at 26 installations Army Contracting Command Expeditionary Responsive - Innovative 3

4 Army Contracting Command Office of Small Business Programs 4

5 Army Contracting Command Office of Small Business Programs Address: AMSCC-SB 3334A Wells Road Redstone Arsenal, AL Ms. Alice Williams Associate Director Phone: Location: Redstone, Bldg Ms. Pamela Monroe Associate Director ACC National Capital Region Phone: Location: Alexandria, Hoffman II Mr. Christopher A. Evans Deputy Associate Director Phone: Location: Redstone, Bldg Ms. Karen Baker Procurement Analyst ACC National Capital Region Phone: Location: Alexandria, Hoffman II Ms. Sandy Stamps Procurement Analyst ACC National Capital Region Phone: Location: Alexandria, Hoffman II ACC-NCR Vacant ACC-NCR Vacant Ms. Dawn Robinson Veteran-Owned Business Advocate Phone: Location: Redstone, Bldg Ms. Darlene Brakefield Women-Owned Business Advocate Phone: Location: Redstone, Bldg Ms. Constance Jones-Hambrick Senior Procurement Analyst Phone: Location: Redstone, Bldg Current as of 23 Feb

6 ACC - OSBP Functions Serve as lead advisor to the Head of Contracting Activity relative to Small Business Programs. Review ACC Acquisition Strategies over $500M Manage effective outreach programs on doing business with ACC, AMC, Army and the Federal Government. Implement ACC Small Business Goals and monitor progress for SB Programs 6

7 ACC Supports WOSB Program 7

8 UNCLASSIFIED Overview of WOSB Federal Contract Program It authorizes contracting officers to set aside certain federal contracts for eligible: Impact of this program Women-owned small businesses (WOSBs) or Levels the playing field for WOSBs UNCLASSIFIED Economically disadvantaged UNCLASSIFIED women-owned small businesses (EDWOSBs) to compete for and win federal contracts Provides a tool to help us meet our WOSB contracting goal Ultimately, the program helps create and retain more jobs for WOSBs 8

9 UNCLASSIFIED Eligibility Requirements for WOSBs Meet small business size standard for primary NAICS code and contract At least 51% unconditionally and directly owned by women who are U.S. citizens* The woman must manage UNCLASSIFIED the UNCLASSIFIED day-to-day operations The woman must make the long-term decisions for the business A woman must hold highest officer position The woman must work at the business full-time during normal working hours No minimum amount of time the business has been operational 9

10 UNCLASSIFIED Eligibility Requirements for EDWOSBs Same requirements as WOSBs PLUS: Personal net worth (assets minus liabilities) is less than $750,000 excluding: Ownership in business and primary personal residence Income reinvested or used to pay taxes of business Funds reinvested in IRA or other retirement account* Transferred assets within two years if to or on behalf of immediate family member for select purposes** UNCLASSIFIED Adjusted gross income average over three years is $350,000 or less excluding: Income reinvested or used to pay taxes of business Fair market value of assets is $6 million or less excluding: Funds reinvested in IRA or other official retirement account * Must be IRA or other official retirement account that is unavailable until retirement age without significant penalty ** Select purposes are for that individual s education, medical expenses or other essential support or to family member in recognition of special event U Note: SBA will look at a spouse s finances if the spouse has a role in the WOSB/EDWOSB, has lent money to or NCLASSIFIED provided financial support (including credit or guarantee of loan) to the business. SBA may also look at spouse s finances if both spouses are in same or similar line of business and businesses share names, websites, equipment and employees. 10

11 UNCLASSIFIED Requirement for Joint Ventures A WOSB/EDWOSB may submit an offer as a joint venture with another small business if the following requirements are met: Size: Combined annual receipts or employees of joint venture must meet NAICS code assigned to contract EDWOSB/WOSB must be managing partner EDWOSB/WOSB employee must be project manager responsible for UNCLASSIFIED performance of the contract UNCLASSIFIED EDWOSB/WOSB must receive at least 51% of net profits The joint venture agreement must be in writing Joint venture must meet subcontracting limitations Note: Joint venture agreement does not have to be approved by SBA 10 11

12 UNCLASSIFIED The North American Industry Classification System (NAICS) A NAICS code is a six-digit number assigned U by the government to various distinct business industries. Purpose is to promote uniformity and comparability in the presentation of statistical data collected by various agencies by the United States government. UNCLASSIFIED Developed under guidance of Office of Management and Budget. Groups similar type industries according to output and annual sales. Federal procurements supplies, services, and construction are identified and solicited by assigned NAICS code. NCLASSIFIED 12

13 UNCLASSIFIED Requirements for WOSB and EDWOSB Set Asides (SA) KO may set aside contracts for WOSB WOSBs Set Aside and EDWOSBs if they meet the following EDWOSB requirements: Set Aside Industries Industries Rule of two Rule of two Award price NAICS code WOSB assigned Set to Aside solicitation is in NAICS an industry code in assigned which WOSBs to solicitation are is in substantially industry in underrepresented which WOSBs are substantially 38 4-digit underrepresented NAICS designated ( digit 4-digit NAICS) NAICS designated (157 6-digit NAICS) UNCLASSIFIED Contracting officer has reasonable Contracting officer has reasonable expectation that or more WOSBs will expectation that 2 or more WOSBs will submit an offer submit Note: All an EDWOSBs offer are WOSBs * Note: All EDWOSBs are WOSBs UNCLASSIFIED NAICS code EDWOSB assigned Set to Aside solicitation is in NAICS an industry code assigned in which to WOSBs solicitation are is in an underrepresented industry in which WOSBs are underrepresented 45 4-digit NAICS designated ( digit 4-digit NAICS) designated (373 6-digit NAICS) Contracting officer has reasonable Contracting officer has reasonable expectation that 2 or more EDWOSBs will expectation that 2 or more EDWOSBs submit an offer * will Note: submit Not all an WOSBs offer are EDWOSBs * Note: Not all WOSBs are EDWOSBs Anticipated award price including options does not exceed the statutory thresholds of of $6.5M for for manufacturing or or $4M $4M for for other other contracts (different from from sole sole source thresholds for SDVOSB and HUBZone) If proposals comes in higher than above thresholds, award can still be made if anticipated award price (including options) was within the statutory thresholds Contract can be awarded at fair market price 13

14 UNCLASSIFIED Substantially U Underrepresented NAICS for WOSB SA Land Subdivision Cut and Sew Apparel Manufacturing Printing and Related Support Activities Other Chemical Product and Preparation Manufacturing Coating, Engraving, Heat Treating and Allied Activities Other Fabricated Metal Product Manufacturing Household and Institutional Furniture UNCLASSIFIED and Kitchen Cabinet Manufacturing Office Furniture (including Fixtures) Manufacturing Medical Equipment and Supplies Manufacturing General Freight Trucking Other Support Activities for Transportation Warehousing and Storage Newspaper, Periodical, Book, and Directory Publishers Software Publishers Wired Telecommunications Carriers Wireless Telecommunications NCLASSIFIED Carriers (except Satellite) Other Telecommunications Data Processing, Hosting and Related Services Other Information Services Offices of Real Estate Agents and Brokers Commercial and Industrial Machinery and Equipment Rental and Leasing Commercial and Industrial Machinery and Equipment Rental and Leasing Legal Services Accounting, Tax Preparation, Bookkeeping and Payroll Services Scientific Research and Development Services Advertising, Public Relations, and Related Servic Travel Arrangement and Reservation Services Other Support Services Waste Collection Waste Treatment and Disposal Business Schools and Computer and Managemen Training Technical and Trade Schools Educational Support Services Community Food and Housing and Emergency an Other Relief Services Vocationnel Rehabilitation Services Traveler Accommodation Electronic and Precision Equipment Repair and Maintenance Other Personal Services Business, Professional, Labor, Political and Simila Organizations 14

15 UNCLASSIFIED Underrepresented NAICS for EDWOSB SA Water, Sewage and Other Systems Residential Building Construction Utility System Construction Foundation, Structure and Building Exterior Contractors Building Equipment Contractors Building Finishing Contractors Other Specialty Trade Contractors Other Textile Product Mills Apparel Accessories and Other Apparel Manufacturing Other Wood Product Manufacturing Converted Paper Product Manufacturing UNCLASSIFIED Forging and Stamping Architectural and Structural Metals Manufacturing Boiler, Tank and Shipping Container Manufacturing Commercial and Service Industry Machinery Manufacturing Communications Equipment Manufacturing Navigational, Measuring, Electromedical and Control Instruments Manufacturing and Reproducing Magnetic and Optical Media Electrical Equipment Manufacturing Other Electrical Equipment and Component Manufacturing Other Transportation Equipment Manufacturing Specialized Freight Trucking Support Activities for Air Transportation Support Activities for Road Transportation Freight Transportation Arrangement Motion Picture and Video Industries Lessors of Real Estate Architectural, Engineering and Related Services Specialized Design Services Computer Systems Design and Related Services Management, Scientific and Technical Consulting Services Other Professional, Scientific and Technical Services Office Administrative Services Facilities Support Services Business Support Services Investigation and Security Services Services to Buildings and Dwellings Other Schools and Instruction Outpatient Care Centers Other Ambulatory Health Care Services Independent Artists, Writers, and Performers Special Food Services Automotive Repair and Maintenance Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance Personal and Household Goods 15

16 UNCLASSIFIED WOSB Program Certification There are two ways to certify for the WOSB program : Self certification with supporting documents, or Third Party Certification With supporting documents Check out SBA.gov/WOSB WOSB or EDWOSB forms required to be notarized. Free, no cost Self Certification Register in CCR as WOSB or EDWOSB Compile and upload all required documents to the repository Represent status in ORCA Third Party Certification Register in CCR as WOSB or EDWOSB Obtain certification from an SBAapproved Third Party Certifier SBA has four organization designated Compile and upload all required documents to the repository Represent status in ORCA 16

17 UNCLASSIFIED Documents to Upload to the WOSB Program Repository? What is the WOSB Program Repository? SBA created a secure document warehouse to upload required documents Access to WOSB s documents is only available to: WOSB that submitted documents SBA Contracting Officer and/or Contract Specialist if given permission by the WOSB Self Certification Birth certificates, naturalization papers, unexpired passports to verify U.S. citizenship Copy of JV agreement (if applicable) Copy of OMB s WOSB/EDWOSB Certification form Doing Business As (DBA) certificate Corporate information relating to verifying ownership by a woman or women; etc. EDWOSBs: All of above and SBA Form 413, Personal Financial Statement, for each woman claiming economic disadvantage. Third Party Certification Copy of Third Party Certification from an SBA Approved Third Party Certifier Copy of JV agreement (if applicable) Copy of OMB s WOSB/EDWOSB 17

18 Reviews and Protests Eligibility Examinations Protests SBA may investigate the accuracy of any certification or representation made SBA will conduct regular reviews of firms who have self-certified and obtained third party certification A review will involve evaluation of documents uploaded in the repository and UNCLASSIFIED SBA may request additional documents and perform a site visit UNCLASSIFIED SBA may investigate the accuracy of any certification or representation made as it relates to a specific WOSB/EDWOSB set aside Only an interested party, SBA or a contracting officer may submit a protest A protest must be submitted to the contracting officer within certain timefram Can only protest the ownership, control a economic disadvantage requirements Size protests are handled under 13 C.F.R part 121 SBA reviews each protest and makes a final decision, which may be appealed to the Office of Hearings and Appeal Any WOSB/EDWOSB in non-compliant must remove their designation in CCR and ORCA and contracting office shall not award them a contract 18

19 UNCLASSIFIED Additional Information About WOSB Program The same subcontracting limitations that apply for small business set asides apply for the WOSB program By statute, the WOSB program Eligibility does not UNCLASSIFIED Examinations authorize sole source awards 19

20 Parity and WOSB Program Procurements valued from $3,000 to $150,000 #1 Automatically reserved for SB set-aside. However, Contracting Officer may use HUBZone or 8(a) or SDVOSB or WOSB/EDWOSB programs #2 Full and open competition (unrestricted; not set aside for one of the five major small business prime contracting programs) Procurements valued over $150,000 #1 Contracting Officer shall first consider HUBZone or 8(a) or SDVOSB or WOSB/EDWOSB programs #2 Small business set aside #3 Full and open competition (unrestricted; not set aside for one of the five major small business prime contracting programs) 20

21 Examples of How the Program Works Example 1 The requirement is assigned NAICS , Hotel (except Casino Hotels) and Motels, and has an estimated value of $5M. NAICS 7211, Traveler Accommodation, is an industry in which WOSBs are substantially underrepresented. Dollar value of the procurement is greater than statutory threshold of $4M The Contracting Officer cannot set aside the acquisition for WOSB. If the dollar value were less than $4M, it could be set aside for WOSBs. Example 2 The requirement is assigned NAICS , Data Processing, Hosting and Related Services, with an estimated value of $2.8M. NAICS 5182, Data Processing, Hosting, and Related Services, is an industry in which WOSBs are substantially underrepresented. Dollar value of the procurement is within the statutory threshold of $4M The Contracting Officer can set aside the requirement for WOSBs The Contracting Officer cannot set aside the requirement for EDWOSBs; however, since EDWOSBs are also WOSBs, they can submit an offer in response to this WOSB set aside 21

22 Steps to participate in the WOSB/EDWOSB Program Read the WOSB Federal Contract program in Federal Acquisition Regulations Part Read SBA WOSB Compliance Guide at Register in Central Contractor Registration (CCR) as WOSB or EDWOSB Log onto SBA s General Login System (GLS) Go to the WOSB Program Repository Upload / categorize all required documents Represent status in Online Representations and Certifications Application (ORCA) 22

23 For More Information Visit Small Business Administration (SBA) Contact SBA answer desk: U-ASK-SBA ( ) - Answer Desk TTY (704) (Spanish) - wosb@sba.gov Visit Local Resources - Small Business District Offices Find your local office at: - Women s Business Centers Find your local center at: - Small Business Development Centers Find your local center at: - Procurement Technical Assistance Centers Find your local center at 23

24 Developing Future Business with the Government Overview of UAHuntsville PTAC

25 Defense Logistics Agency (DLA) The Alabama PTACs are not-for-profit entities funded by the Defense Logistics Agency.) 06/04/09

26 Alabama PTAC Background

27 UAHuntsville SBDC/PTAC Mission Statement

28 UAHuntsville PTAC Background

29 UAHuntsville PTAC Background

30 UAHUNTSVILLE PTAC BACKGROUND

31 SERVICES WE PROVIDE One-on-One Counseling

32 ANNUAL BUSINESS MATCHMAKER HUNTSVILLE, Alabama It was mixing and matching all morning long as more than 120 Huntsville-area small businesses, government agencies, and prime contractors met at the Jackson Center in Research Park Thursday for the 2011 Alabama Procurement Technical Assistance Center (PTAC) Business Matchmaker. In what might be termed "controlled networking" small businesses from across North Alabama had the opportunity to promote their businesses to federal, state, and local government agencies, as well as many leading federal prime contractors.

33 SERVICES WE PROVIDE No-Cost Resources Include:

34 Training We Provide DCAA Compliance DoD Mentor/Protégé GSA Schedule Fundamentals of Government Contracting Series SBIR / STTR DIBBS Capability Statement Preparation Proposal Writing

35 UAHUNTSVILLE PTAC BID MATCHING SERVICE

36 UAHUNTSVILLE PTAC LOCATION