Federal Government Contracting Helping small businesses to start, grow and succeed.

Government Contracting Authorities Federal State Local 8(a) SDB HUBZone Small Business Women Owned Businesses SD Veteran Owned Businesses Other Certifications

Small Business Prime Contracting Goals Note in the Large Business Areas there are still opportunities: Subcontracting to include sub-contracting plan requirements Joint Venture Mentor-Protégé

8(a) Business Development Ownership/Control 9 Year Program Good Character Potential for Success www.sba.gov/8abd Socially Disadvantaged Economically Disadvantaged Primary NAICS Code Certification by SBA Requirements: 1. Need 51% Ownership/Control by disadvantaged owner 2. Nine-year business development program, which provides specialized business training, counseling, marketing and technical assistance to small businesses certified for participation in the program. Development Stage – first 4 yrs, Transitional Stage – last 5 yrs 3. Good Character 4. Potential for Success – “Two Year Rule”

Women Owned Small Business Increase Contracting Opportunities for WOSBs Set-Asides for WOSBs Assist agencies in meeting 5% goal www.sba.gov/wosb

WOSB Eligibility WOSB 51% Owned and Controlled Meet Small Business Size Standards EDWOSB Personal Net Worth less than $750K Adjust Annual Income of less than $350K All assets below $6M www.sba.gov/wosb Eligibility: 51% Ownership/Full Control by woman owner Meet Small Business Size Standards Economically Disadvantaged Net Worth under $750 K, Adjusted gross under $350K All assets below $6 M (this includes primary residence and value of business concern –only retirement accounts exempt) 127.203 (4)

WOSB Eligibility Over 300 (6 digit) NAICS codes are eligible WOSB Program Applicable NAICS Codes Set-Aside Contracts to WOSB/EDWOSB only Compliance Guide for the WOSB Program www.sba.gov/wosb

WOSB Repository Self Certification Forms WOSB Certification (SBA Form 2413) EDWOSB Certification (SBA Form 2414) For EDWOSB ONLY, SBA Form 413, Personal Financial Statement https://Certify.sba.gov Based upon type of Business Structure Partnership Agreement, Articles of Incorporation, Birth Certificates, By-Laws, Stock Ledger, Voting Agreements etc.. Compliance Guide for the WOSB Program www.sba.gov/wosb

Historically Underutilized Business Zone HUBZone Purpose Provides federal contracting assistance to qualified small firms in designated HUBZones to: Increase employment opportunities Stimulate capital investment Empower communities through economic leveraging Program Purpose

HUBZone Eligibility 51% Owned and Controlled Principal Office in a designated HUBZone At Least 35% of Employees Reside in a HUBZone Certification by SBA

Steps to HUBZone Certification Register with System for Acquisition Management (SAM) www.sam.gov Verify you are in a HUBZone http://www.sba.gov/content/hubzone-maps Gather Supporting Documents http://www.sba.gov/sites/default/files/files/HUBZone_Document_Checklist.pdf Submit Application On-Line https://eweb1sp.sba.gov/hubzone/internet/general/dsp_enter_application.cfm?null=1236867264012 Refer to Checklist http://www.sba.gov/sites/default/files/files/HUBZone_Document_Checklist.pdf General business information DUNS number Business and personal federal tax returns for the last 3 years Business ownership documentation – articles of incorporation, LLC, etc. Citizen documentation for owners CCR profile Appropriate NAICS codes Official payroll records and other information showing employees residing within HUBZones Proof of principal office location, such as lease agreement Other information supporting HUBZone eligibility requirements

Service Disabled Veteran Owned Business Increase Contracting Opportunities for SDVOSBs Set-Asides for SDVOSBs Assist agencies in meeting 3% goal http://www.sba.gov/sdvosb Veterans own approximately 2.5 million small businesses or 9% of all small firms in the U.S. First, in 1999, the Veteran Entrepreneurship and Small Business Development Act established an annual government-wide procurement goal of 3 percent for service disabled veteran owned small businesses. This goal stipulates that not less than 3 percent of the total annual value of all prime and subcontract awards should be awarded to small business concerns owned and controlled by service disabled veterans. In 2003, the Veterans Benefits Act established a procurement program specifically for service disabled veteran owned small business concerns. This national program, administered by the SBA is designed to help agencies to meet the 3 percent procurement goal, by allowing contracting officers to restrict competition to service disabled veteran owned small businesses and to award sole-source and set-aside contracts, where certain criteria are met. In 2006, the Veterans Benefits, Health Care and Information Technology Act created the Veterans First Contracting Program. This program applies only to acquisitions made by the Department of Veterans Affairs, an important distinction. The Veterans First Program gives the VA sole-source contracting authority and permits restricted competition for both service disabled veteran owned small businesses and veteran owned small businesses. Importantly, the program applies not only to serviced disabled veteran owned small businesses, but to veteran owned small businesses, as well.

SDVOSB Program Eligibility 51% Owned and Controlled Must have Service Connected Disability Meet Small Business Size Standards Self-Certification through System for Award Management (SAM) www.sam.gov http://www.sba.gov/sdvosb Eligibility requirements for participation in the SDVOSB program are unique to firms owned by service disabled veterans: • the service disabled veteran must have a service-connected disability that has been determined by the VA or DoD; • the SDVOSB must be “small” under the NAICS code assigned to the procurement; • the service disabled veteran must own at least 51% of the SDVOSB; and, • the service disabled veteran must hold the highest office and control the management and daily operations of the SDVOSB. This is an important distinction from the Veterans First Contracting Program, which applies only to VA acquisitions and requires verification of veteran status through the VA in its Vendor Information Pages or VetBiz database. Agencies, other than VA, cannot require certification by the VA or placement in the VetBiz database. The Veterans First Contracting Program is discussed in the following section. Guidance for self certification, under the SDVOSB procurement program is contained in 13 CFR Part 125.8 and FAR Subpart 19.307.

Steps to SDVOSB Certification Register with System for Acquisition Management (SAM) www.sam.gov Represent SDVOSB Status in SAM VA Only- Apply/Certify at www.vetbiz.gov http://www.va.gov/osdbu/ http://www.va.gov/osdbu/veteran/vap.asp Compete for SDVOSB Set-Asides or VA Contracts Opportunities at www.fbo.gov Websites go through entire process to certify through VA.

Steps to Prepare for Federal Certification Determine your North American Industry Classification Number NAICS number (s) http://www.census.gov/eos/www/naics/ Obtain a Dun and Bradstreet Number (DUNS) http://fedgov.dnb.com/webform Register with System for Acquisition Management (SAM) www.sam.gov Review your SBA Profile at http://dsbs.sba.gov/dsbs/search/dsp_dsbs.cfm Ensure you have access to the General Login System https://eweb.sba.gov/gls/dsp_login.cfm When a contract opportunity you are interested in bidding – download the solicitation, print, read, understand it and respond (submit your bid)

All Small Mentor-Protégé Program The Small Business Jobs Act of 2010 and the National Defense Authorization Act for Fiscal Year 2013 provided authority for the Small Business Administration to establish mentor-protégé programs for all small businesses. Rather than creating separate programs for each constituency – Service Disabled Veteran Owned Businesses, Women Owned Small Businesses, Historically Underutilized Business Zones SBA chose to create a single, all-inclusive mentor-protégé program modeled on the successful mentor-protégé program available to participants in its 8(a) program This new program was established to develop strong protégé firms through mentor-provided business development assistance, and to help protégés successfully compete for government contracts. The SBA will begin accepting applications for this program on October 1, 2016. Visit : https://www.sba.gov for details

All Small Mentor-Protégé Program The Mentor Protégé Program is designed to encourage approved mentors to provide various forms of business development assistance to protégé firms. A) Management B) Technical C) Financial in the form of equity investment and/or loans D) Subcontracts, Joint Venture Arrangements D) Bonding Purpose of the program is relationship is to enhance the capabilities of the protégé, assist with meeting goals in business plan, and improve ability to successfully compete for contracts. Visit : https://www.sba.gov for details

Questions ??? Ph. 904-443-1900 www.sba.gov Kenneth R. Hamilton SDVOSB is an SBA Program Vets First is a VA Program Kenneth R. Hamilton Assistant District Director / Business Development Division U.S. Small Business Administration North Florida District Office 7825 Baymeadows Way, Suite 100B Jacksonville, FL 32256