Transcript PART II: What You Need to Know Set Asides & Certifications.

PART II: What You
Need to Know
Set Asides & Certifications
How Does My Business Have
an Advantage?
• Small Business Set Asides
• Acquisitions that have an anticipated dollar
value exceeding $3000 but not over $150,000
are automatically reserved for small
businesses.
How Much Do Small Businesses Get?
• 23% of all contracting dollars are to be
awarded to small businesses
• 5% to WOSB/EDWOSB (Woman Owned)
• 3% to SDVOSB (Service Disabled Veteran
Owned)
• 3% HUBZone (Historically Underutilized, place
based)
• 5% to 8(a) (Socially and economically
disadvantaged)
WOSB/EDWOSB
• Woman Owned Small Business/Economically Disadvantaged
Woman Owned Small Business
• WOSB
– 51%owned and controlled by one or more women who are US citizens
– Ownership must be direct and not subject to limitations
– Woman or women must manage day to day operations
• EDWOSB
– Satisfy all conditions of WOSB
– Personal net worth of less than $750,000 (excluding primary home)
– Adjusted annual income of $350,00 or less
• Only applies to designated industries (certain NAICs Codes)
• WOSBs must be certified (self certification is FREE)
• Upload all necessary documentation to SBA repository website
www.sba.gov/wosb
SDVOSB
• Service Disabled Veteran Owned
• Tool to help achieve an agency’s contracting goal
• At least 51% owned and controlled by a servicedisabled veteran
• Daily operations are controlled by a servicedisabled veteran or care giver
• Certification program with the VA
– Certify on www.vetbiz.gov
– Listed on the VIP database www.vip.vetbiz.gov
• Self-Certification on SAM
– Same criteria apply
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HUBZone
• Historically Underutilized Business Zone
• 35% of the firm’s employees must reside within a HUBZone,
or certify that at least 35% of employees engage in
HUBZone contract will reside in HUBZone or Indian
reservation
• Firm must be at least 51% owned an controlled by a US
citizen
• Designed to stimulate economic development and create
jobs
• SBA Certification required
• In Wyoming: Albany, Platte, Goshen, Niobrara, Hot Springs,
Lincoln, Wind River Indian Reservation
http://www.sba.gov/hubzone/
HUBZone Map
What is 8(a)?
• Assists eligible socially and economically
disadvantaged small businesses
• It is a business development program
• Must be in business for more than 2 years
• Qualified firms can participate for 9 years
How Does 8(a) Work and
How Do I Benefit?
• 8(a) firms are formally certified by the SBA
• 8(a) set asides are a very popular vehicle for
achieving agency small business and SDB
contracting goals and can be a great way to
get a “sole source” award
– Up to $6.5 million for manufacturing
– Up to $4 million for anything else (goods, services,
construction, etc.)
Who is Eligible for 8(a)?
Social Disadvantage
• Must be a small business and be at least 51% owned and
controlled by a socially and economically disadvantaged
individual(s)
• Individuals presumed to be socially disadvantaged are: African
Americans, Hispanic Americans, Asian Pacific Americans, Native
Americans and Subcontinent Asian Americans.
• An individual who is not a member of one of the groups listed
can be admitted to the programs if he or she shows - through a
preponderance of evidence - that he or she is socially
disadvantaged. The evidence can be based on color, ethnic
origin, gender, physical handicap or geographic environment.
• Must be a US citizen in good standing
http://www.sba.gov/8abd
Who is Eligible for 8(a)?
Economic Disadvantage
• Assets cannot exceed $4 million
• Personal income cannot exceed $250K,
averaged over 3 years
• Net Worth must be less than $250K
– Net Worth Excludes:
• Retirement Accounts
• Home Equity
• Business Equity
http://www.sba.gov/8abd
Thresholds
Dollar Thresholds
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Hunting for Government Bid
Opportunities
Subcontracting Hunting Grounds
Summary
• Micro-game: Rabbits and squirrels – you need
to know who is buying what and market to
them
• Small game: Turkeys - publically posted –
check the papers, websites, bulletin boards
• Grizzlies – on FBO
• Subcontracting – seek out those who have the
contracts
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Types of Solicitations
What is a Solicitation?
• A request for bids, proposals, or quotes
•
•
•
•
RFQ – Request for Quote
• Solicitations under $150K
IFB – Invitation for Bid
• Solicitations under sealed bidding procedures
RFP – Request for Proposal
• Solicitations under negotiated procedures
Combined Synopsis/Solicitation
Combined Synopsis/Solicitation
• Acquisition of commercial items
• An announcement which constitutes
the only solicitation
• A written solicitation will not be issued
• It must state that the solicitation is
issued as an IFB, RFQ, or RFP
Contract Types
Wait a Second…
• What’s the difference between a solicitation and
a contract?
– Solicitation issued before the government buys
– Contract is awarded after they pick a winning vendor
Contract Types
• Firm Fixed-Price
– Risk on the business
• Cost-Reimbursement
– Risk on the government
• Indefinite Delivery/Indefinite Quantity
– Multiple Award
– Single Award
Where to Find Opportunities
What is Fed Biz Opps?
• As required by the Small Business Act and the Office of Federal
Procurement Policy Act ,contracting officers must disperse
information on proposed contract actions as follows:
• Single Government Point of Entry for federal government
procurement opportunities over $25,000.
• The GPE may be accessed via the Internet at
http://www.fbo.gov
The Simple Answer:
• FBO is a website (http://www.fbo.gov)
• If a contract is expected to have a value of over $25K,
the government must post it on this website
• The government does not have to advertise it
anywhere else
• Business owners can search this website in many
different ways to find opportunities that they may be
able to bid on
How Do I Use Fed Biz Opps?
How Can I Search?
• Place of Performance
• Set Aside Code
• Procurement Type
• Agency
• Keyword
• NAICS Code
• (Product/Service) Classification Code
How Do I Make it Easier?
• Register and create a profile
• Set up daily searches for solicitations that apply to your
business
• Follow specific opportunities so you know of any
updates
• Join and monitor the Interested Vendors list to look for
possible subcontracting opportunities
What About Smaller Jobs?
• Jobs anticipated to be less than $25k do not have to be
posted on FBO or publicly advertised, so businesses
should:
• Create an effective profile in Dynamic Small
Business Search
• Get to know the agencies in your area (networking
events, check in via phone/email, etc.)