SBA s Social Economic Programs
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1 SBA s Social Economic Programs Daniel Lucero North Carolina District Office 6302 Fairview Road, Suite 300 Charlotte NC ; daniel.lucero@sba.gov
2 Federal Contract Certifications Self-Certifications - Small Business (13cfr121) - Small Disadvantage Business (13cfr ) - Service Disabled Veteran-Owned Small Business (13cfr125.8) - Woman-Owned Small Business (13cfr127) Formal Certification Programs - 8(a) Business Development (13cfr124) - HUBZone (13cfr126) CFR ecfr
3 First Thing To Do Are you small? Know your NAICS Codes Obtain a free Data Universal Number System (DUNS) Number
4 Register Your Business Register with government - Register your Business, Register with the State Register for Gov t Contracting Review in Dynamic Small Business Search
5 Formal Certifications 8(a) Socially/economically disadvantaged firms Special Ownership (Indian Tribes, ANC, Native Hawaiian Org. and CDCs) 13cfr / year program. HUBZone Located in Historically Underutilized Business Zones 35% of employees living in a HUBZones.
6 8(a) Program Applies to all purchases SBA certified 9-year term - no renewals All 8(a) firms are SDBs Sole Source and Competitive procurements Award must be made at fair market price 13cfr124; FAR 19.8 New rules: F/R 11 Feb. 2011
7 HUBZone Program Applies to purchases over $3,000; SBA certified - no term limits; Recertification required every 3 years; Sole-source / Competitive procurements 10% price evaluation preference Principal office: in a HUBZone 35% of employees live in a HUBZone FAR 19.13; 13cfr126 Are you in a HubZone?
8 HUBZone-Designated Areas 2011
9 HUBZone-Designated Areas 2012
10 Veteran s Program Service Disabled Veteran Owned Small Business Applies to purchases over $3,000 VA determines Service Disability Self Certified ( No term limits Sole-source and competitive procurements Subcontracting and Prime Contracting goals FAR 19.14; 13cfr (sdvosb)
11 Woman Owned Small Business 51% owned/controlled/managed by one or more women (WOSB or EDWOSB) 83 NAICS No term limits Statutory thresholds: $6.5M for manufacturing or $4M for other contracts Parity with other set asides Joint Ventures No Sole Source Limitations on subcontracting
12 Woman Owned Small Business Registration Self or 3 rd Party Certified Gov t registration; SBA repository Limits for EDWOSB: Personal Net Worth ($750K) Adjusted Gross Income ($350K per 3 yrs) Total Assets ($6M) 13cfr127
13 Know the Rules Federal Acquisition Regulations (FAR) Subpart 8.4 Federal Supply Schedules Part 13 Simplified Acquisitions Part 14 Sealed Bidding Part 15 Contracting by Negotiation Part 19 Small Business Programs SBA SOP Prime Contracting SBA SOP Subcontracting Regulations.gov
14 Prime Contract Opportunities Current Procurement Opportunities Federal Business Opportunities (FBO) Past Purchases GSA Federal Procurement Data Center Resource: Prime Contracting 13cfr125.2
15 Subcontracting Opportunities SUB-Net USASpending.gov FPDS.gov Resources: FAR 19.7; 13cfr125.4
16 Joint Ventures & Teams JV- Two or more business concerns to establish a new legal entity solely for the purpose of performing a specific contract. Limited to 3 awards over 2 yr period 13cfr Teaming: formal partnership DoD Guide to Facilitate Small Business Teaming Arrangements SBA Inst (Joint Ventures)
17 Mentor-Protégé Program Purpose: Business Development program to enhance SB s capabilities Mentor: Provides Protégé assistance with: Technical and management Finance, including equity investments/ loans Subcontracting Joint Venture arrangements. SBA Mentor/Protégé Application Form
18 Market Your Firm Present Capability Statement to SBS of federal activities and large prime contractors See A Guide to Collection & Use of Past Performance Information ID Small Business Specialist: Google: small business office: (federal dept.) Attend procurement conferences and business expos Attend Business Matchmaking events
19 Seek Additional Assistance Procurement Technical Assistance Center (PTACs): NC SBA District Office : Small Business and Technology Development Centers: SCORE: Veterans Business Outreach Centers Women s Business Centers :
20 Seek Additional Assistance North Carolina PTACs or North Carolina Military Business Center (877)
21 SBA Assistance Programs Federal Agency Contract Goal Program: Procurement Marketing (FBO & SUB-Net): Certificate of Competency Program (COC) search: coc Size Program NAICS Information SBA Small Business Training:
22 Helpful Web Sites Small & Disadvantaged Business Utilization Office: Procurement and Technical Assistance Centers : sba.gov/direct sba.gov/news; sba.gov/sbpra; data.gov; usa.gov; gao.gov; selectusa.gov; blnc.gov; Fdsys.gov
23 Congressional Initiatives 2012 Small Business Contracting Reform Initiative Gov t Efficiency Thru SB Contracting Act SB Advocate Act Subcontracting Transparency & Reliability Act SB Opportunity Act SB Protection Act Building Better Business Partnership Act
24 SBA Finance Programs 7a SBAExpress Patriot Express CAPLines Advantage Export Financing Loan - Disaster Loans - SBICs, SBIR/SBTTP - Surety Bond Program - MicroLoans Resource: NC Small Business Resource Guide pg 21; Loans & Grants Small Business Jobs Act
25 Federal Grant Programs
26 Thank you!! Questions?? Daniel Lucero North Carolina District Office 6302 Fairview Road, Suite 300 Charlotte NC
SBA s Social Economic Programs
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