Transcript Slide 1
U.S. Small Business Administration
Washington Metropolitan Area District
• District of Columbia
• Montgomery County, MD
• Prince George’s County, MD
• Fairfax County, VA
• Loudoun County, VA
• Arlington County, VA
• City of Fairfax, VA
• City of Alexandria, VA
Washington Metropolitan Area District Office
SBA’s Certified
Contracting Programs
Fundamentals of Government Contracting
Washington Metropolitan Area District Office
Federal Procurement
PROCUREMENT TARGETS:
Small Businesses: 23%
Service-Disabled Vets: 3%
SDB: 5%
Women-owned: 5%
$500 Billion +
per year
HUBZone: 3%
Washington Metropolitan Area District Office
General SBA Size Standards
Manufacturing
Wholesaling
Servicing
Retailing
Construction
Agriculture
500 to 1,500 employees
100 employees
$4.5 Million/ $35.5 Million
$7 Million / $35.5 Million
$7 Million /33.5 Million
$750,000 / $17.5 Million
Washington Metropolitan Area District Office
Determining Economic
Disadvantage
SBA will examine:
Personal income for the past three years
Personal net worth
Fair market value of all assets
Spouse’s financial condition, in certain
circumstances
Washington Metropolitan Area District Office
Next: Determine if you qualify for a
Small Business Contractor Certification
Self-Certified:
Small Disadvantaged Businesses
Service Disabled Veteran-Owned Businesses
Women-Owned Small Businesses
SBA-Certified:
HUBZone Empowerment Contracting Program
8(a) Business Development Program
Washington Metropolitan Area District Office
WOSB Program: Who is eligible?
Size: Must be small according to SBA size standards
Ownership: Must be at least 51% directly and unconditionally
owned by a woman or women
Citizenship: Majority owner or owners must be U.S. citizens
Management: Control and day-to-day management must be
in hands of a woman or women
Washington Metropolitan Area District Office
WOSB Program: EDWOSB
An Economically-Disadvantaged WomanOwned Small Business (EDWOSB) is a WOSB
which is owned by a woman or women whose:
Personal Net Worth < $750,000
Average Annual Income < $350,000
Total Assets < $6,000,000 (including primary residence
and business)
Washington Metropolitan Area District Office
Women Owned Small Business Program
83 Industry
Women Owned Small Business (WOSB)
217 Industries substantially under-represented
Economically Disadvantaged Women Owned Small
Business (EDWOSB)
157 Industries “Under Represented”
Washington Metropolitan Area District Office
NAICS Codes EDWOSB
221310
221320
221330
236116
236118
237110
237120
EDWOSB
EDWOSB
EDWOSB
EDWOSB
EDWOSB
EDWOSB
EDWOSB
$4M
$4M
$4M
$4M
$4M
$4M
$4M
237130
238110
238120
238130
238140
238150
238160
238170
EDWOSB
EDWOSB
EDWOSB
EDWOSB
EDWOSB
EDWOSB
EDWOSB
EDWOSB
$4M
$4M
$4M
$4M
$4M
$4M
$4M
$4M
Water Supply and Irrigation Systems
Sewage Treatment Facilities
Steam and Air-Conditioning Supply
New Multifamily Housing Construction
Residential Remodelers
Water and Sewer Line and Related Structures Construction
Oil and Gas Pipeline and Related Structures Construction
Power and Communication Line and Related Structures
Construction
Poured Concrete Foundation and Structure Contractors
Structural Steel and Precast Concrete Contractors
Framing Contractors
Masonry Contractors
Glass and Glazing Contractors
Roofing Contractors
Siding Contractors
Washington Metropolitan Area District Office
NAICS Codes WOSB
541820
541830
541711
WOSB $4M
WOSB $4M
WOSB $4M
562219
541191
541850
611420
611710
517110
812910
541211
541213
WOSB
WOSB
WOSB
WOSB
WOSB
WOSB
WOSB
WOSB
WOSB
$4M
$4M
$4M
$4M
$4M
$4M
$4M
$4M
$4M
611430
562111
811213
812930
WOSB
WOSB
WOSB
WOSB
$4M
$4M
$4M
$4M
Public Relations Agencies
Media Buying Agencies
Research and Development in Biotechnology
Other Nonhazardous Waste Treatment and
Disposal
Title Abstract and Settlement Offices
Display Advertising
Computer Training
Educational Support Services
Wired Telecommunications Carriers
Pet Care (except Veterinary) Services
Offices of Certified Public Accountants
Tax Preparation Services
Professional and Management Development
Training
Solid Waste Collection
Computer Office and Machine Repair
Parking Lots and Garages
Washington Metropolitan Area District Office
First You Must Login Into GLS
General Login System Web Address: https://eweb.sba.gov/gls/
If you do not
have a GLS
account, click
here for
instructions on
how to get an
account
Enter your
Information
and hit
“Login”
Washington Metropolitan Area District Office
Then, accept the Terms and Conditions
Click “OK”
Washington Metropolitan Area District Office
In GLS, You Must Request Access to WOSB
Repository
Click Access to gain entry
to WOSB Repository
Washington Metropolitan Area District Office
Requesting Access to the WOSB Repository (cont’d)
Click WOSBPR
Make sure “Business Owner”
is selected and your company
will be listed by its DUNS
Number
Click Submit
Washington Metropolitan Area District Office
Requesting Access to the WOSB Repository
(cont’d)
Click WOSBPR
Make sure “Business Owner”
is selected and your company
will be listed by its DUNS
Number
Click Submit
Washington Metropolitan Area District Office
Using the WOSBPR
Click “Help” for additional help
features
Read Disclaimer and
Directions on how to
use WOSBPR
Washington Metropolitan Area District Office
How to Upload Documents
Click “Upload” to upload new
documents
Washington Metropolitan Area District Office
How to Upload and Categorize
Documents
Click “Tips” for additional
help
Click “Add file(s)” to
upload new documents.
Note that only .pdf or .zip
files are accepted
Washington Metropolitan Area District Office
How to Upload and Categorize Documents
(cont’d)
Select which kind of
document you are
uploading
Click “Upload file(s)”
when all documents
have been selected
Washington Metropolitan Area District Office
Self-Certification:
Required Documents to upload
Copies of birth certificates, Naturalization papers, or unexpired passports for owners who are
women;
Copy of the joint venture agreement, if applicable;
For limited liability companies:
Articles of organization (also referred to as certificate of organization or articles of formation)
and any amendments; and
Operating agreement, and any amendments;
For corporations:
Articles of incorporation and any amendments;
By-laws and any amendments;
All issued stock certificates, including the front and back copies, signed in accord with the bylaws;
Stock ledger; and
Voting agreements, if any;
For partnerships, the partnership agreement and any amendments;
The assumed/fictitious name (doing business as) certificate(s); and
A copy of the WOSB Program Certification – WOSBs only.
For EDWOSBs, in addition to the above, SBA Form 413, Personal Financial Statement, available to
the public at http://www.sba.gov/tools/Forms/index.html, for each woman claiming economic
disadvantage and a copyWashington
of the WOSB Program
Certification – EDWOSBs
of theOffice
WOSB
Metropolitan
Area instead
District
Program Certification –WOSBs.
3rd Party Certification:
Required Documents to upload
A copy of the Third Party Certification to the WOSB Program
Repository prior to initial offer.
A copy of the joint venture agreement, if applicable to the
requirement.
A signed copy of the Women-Owned Small Business Program
Certification (WOSB or EDWOSB).
Any additional documents as requested by SBA in writing that
are necessary to satisfy the WOSB Program requirements in
the event of a program examination or protest.
**NOTE: The repository should be updated anytime your
documents areWashington
amended or Metropolitan
updated.
Area District Office
How to View Your Uploaded Documents
Business View
allows you to see
all your
uploaded
documents
Click on
your
business
to see your
document
s
Washington Metropolitan Area District Office
How to View Your Uploaded
Documents (cont’d)
Documents that you have uploaded.
Washington Metropolitan Area District Office
How to Authorize Access to a Contracting
Officer
Click “Authorize”
button
Note that if you
do not see your
contracting
officer, inform
them that they
must register
Fill in blue boxes in order to
authorize a contracting
officer to view your
uploaded documents, then
click “Authorize”
Washington Metropolitan Area District Office
How to use Solicitation View
Click “Solicitation View” to see
your solicitations
Washington Metropolitan Area District Office
For More Information
Visit www.sba.gov/wosb
View the compliance guide
Contact SBA answer desk:
1-800-U-ASK-SBA (1-800-827-5722)
Answer Desk TTY: (704) 344-6640 [Spanish]
Email: [email protected]
Visit Local Resources
Small Business District Offices
Find your local office at: http://www.sba.gov/about-offices-list/2
Women’s Business Centers
Find your local center at: http://www.sba.gov/content/womens-business-centers
Small Business Development Centers
Find your local center at: http://www.asbdc-us.org/
Procurement Technical Assistance Centers
Find your local center at: http://www.aptac-us.org/new/
Washington Metropolitan Area District Office
Who is Socially and
Economically Disadvantaged?
Socially disadvantaged persons have been
subjected to racial or ethnic prejudice or cultural bias
because of their identities as members of groups.
People are economically disadvantaged if their
ability to compete in the free enterprise system has
been impaired due to diminished access to capital and
credit.
Washington Metropolitan Area District Office
8(a) Eligibility
United States citizen
Socially & economically disadvantaged
Own unconditionally at least 51% of concern
Control & manage concern on full-time basis
Good character - not debarred, suspended, parole or probation
Two (2) years business history in primary industry classification,
as shown with tax returns (may sometimes be waived)
Business must be small per SBA’s size standards
Washington Metropolitan Area District Office
8(a) Business Development Program
Program enrollment = 9 years
Program participation divided into 2 stages:
Year 1 – 4 Developmental
Year 5 - 9 Transitional
Must maintain eligibility throughout enrollment
Washington Metropolitan Area District Office
8(a) Eligibility Criteria
•
•
Owner income less than $250,000
(which must not exceed $350,000)
Business owner’s net worth may not exceed
$250,000. (which must not exceed $750,000 )
Personal Net Worth
less
Equity in primary residence
less
Equity in business
equals
Adjusted Net Worth
(Total assets which must not exceed $6,000,000 including
business and primary residence)
*when married, separate statements from each spouse to show each
individual’s joint or community property shares and separate property.
Washington Metropolitan Area District Office
HUBZone Empowerment
Contracting Program
Designed to simulate economic development and
create jobs in urban and rural communities.
HUBZone = Historically Underutilized Business Zone
Washington Metropolitan Area District Office
HUBZone Requirements
Must be a SMALL business
Concern must be owned and controlled only by US
citizens
Principal office of the concern must be located in a
HUBZone; and
At least 35% of the concern’s employees must
reside in a HUBZone
Washington Metropolitan Area District Office
Self-Certified
Contracting Programs
Small Disadvantaged Businesses (SDB)
Service-Disabled Veteran-Owned Businesses
(SDVOB)
Women-Owned Small Businesses (WOSB)
Washington Metropolitan Area District Office
SDB Eligibility Criteria
After excluding the individual’s equity in the firm
and equity in the primary residence, business
owner’s net worth may not exceed $750,000.*
less
less
equals
Personal Net Worth
Equity in primary residence
Equity in business
Adjusted Net Worth
(which must not exceed $750,000 )
*when married, separate statements from each spouse to show each
individual’s joint or community property shares and separate property.
Washington Metropolitan Area District Office
SDVOB Program: Who is Eligible?
Size: Must be small according to SBA size standards
Ownership: Must be at least 51% directly and
unconditionally owned and controlled by one or
more service-disabled veterans
Documentation: Owner(s) must have rating letter from VA
Status: Owner(s) must have Form DD-214 indicating
honorable discharge
Washington Metropolitan Area District Office
For Military Service
If the disadvantaged individual owner(s) of the 8(a)
firm are called to active military status, SBA will
no longer terminate the firm.
Firm may elect to:
be suspended from program participation until original
owner returns from duty (nine-year clock stops during
suspension, resumes from that point), or
Washington Metropolitan Area District Office
First Thing To Do – Get Registered
Obtain a free “DUNS Number” that will identify your
business to the federal government by visiting Dun &
Bradstreet webpage at www.dnb.com
Determine your Primary NAICS Code
(North American Industry Classification System)
www.census.gov/naics/
Washington Metropolitan Area District Office
First Thing To Do – Get Registered
In order to win federal contracts, your business must be
registered in the federal government’s Central Contractor
Registration (CCR) database at
www.ccr.gov (update at least annually)
Online Representations and Certifications Application (ORCA)
https://orca.bpn.gov/ (update at least annually)
Can link to all of the above websites through
http://www.acquisition.gov/
http://www.sam.gov
Washington Metropolitan Area District Office
Federal Contracting Opportunities
Federal Business Opportunity (FedBizOpps)
- Buying requirements
- Solicitation for $25,000 or greater
- Details on how and when vendors should respond
GSA Schedules Program
- State and Local
- Provide Training for Vendors
- Increase Sells
Washington Metropolitan Area District Office
Contracting Research Data
Federal Procurement Data System (www.fpds.gov)
- What agencies have contracts with whom
- What they brought
- Which contractors have contracts
USA Spends – (www.usaspending.gov)
- Names of the entity receiving the awards
- Amount of the Award
- General identifier of the awardees
Washington Metropolitan Area District Office
Other Resources:
Procurement Technical Assistance Centers
(PTACs):
Created by Congress to help businesses successfully
compete for federal, state and local government contracts.
Funded through Cooperative agreements between DoD and
state/local entities
Local Resources:
Northern Virginia PTAC
http://www.novaptac.org
Mason Enterprise Center, Fairfax VA
Maryland Procurement Technical Assistant Program
http://www.mdptap.umd.edu
University of Maryland, College Park MD
Washington Metropolitan Area District Office
Shuraie L. Mackin
Economic Development Specialist
(202) 205-6392
[email protected]
www.sba.gov/dc
Washington Metropolitan Area District Office