U.S. Small Business Administration North Carolina District Office 6302 Fairview Road, Suite 300 Charlotte, NC 28210-2227 Government Contracting Division (704) 344-6563 1-800-827-5722
10/2/06
STATUTORY SUBCONTRACTING GOALS SMALL BUSINESS ACT: Section 15(g)
Small Business (SB) – negotiable Small Disadvantaged Business (SDB) - 5%
Women-Owned Small Business (WOSB) - 5% HUBZone Small Business - 3% Veteran-Owned Small Business – negotiable Service-Disabled Veteran-Owned SB – 3%
* Maximum Practicable Opportunities
MEETING GOALS
Prime contractors cannot claim 2nd tier subcontractors toward their goals.
SBLO OUTREACH
Match making events Sub-Net SBIR Phase II winners / STTR
SUB-NET - OUTREACH
www.sba.gov Hot Items
Sub-Net Post
SBA CERTIFICATIONS
8(a) – and automatically SDB SDB HUBZone These are the only 3 certifications by SBA.
No state certifications are accepted by SBA.
ALL OTHER CERTIFICATIONS
All other certifications are SELF Certifying
Women Small
Veteran Service-disabled veteran
VERIFICATION
Verification is made through www.ccr.gov.
FEDERAL CONTRACTING OPPORTUNITIES
8(a) Business Development Program
Small Disadvantaged Business Program HUBZone Empowerment Program Woman-owned business
Veteran-owned business
SIZE STANDARDS www.sba.gov/size/
Manufacturers: 500 Employees* Retail Trade: $6.5 million ** Business & Personal Services: $6.5 million** Agriculture: $750,000** General & Heavy Construction $31 million** Special Trade: $13 million** *Based on average over previous 12 months **Based on average over previous 3 fiscal year
8(a) SOCIALLY DISADVANTAGED 13 CFR 124.103
Presumption:
African American Asian Pacific American Hispanic American Native American Subcontinent Asian American
Proof of disadvantage status for nondesignated groups
8(a) ECONOMIC DISADVANTAGED 13 CFR 124.104
Net worth may not exceed $250,000 after excluding the individual’s equity in the firm and equity in the primary residence.
Individual’s average two-year income Fair market value of all assets Access to credit and capital Financial condition of the applicant firm Assets transferred to immediate family for less than market value (within two years)
8 (a) BUSINESS DEVELOPMENT BENEFITS
Special Government Contracting Opportunity (Sole Source) Exclusive Training Opportunities Business Development Specialist (BDS)
SDB certified (automatically) Streamlined Application for State Programs (DBE with Dept. of Transportation)
Mentor-Protégé Program Joint Venture Agreement
8(a) BUSINESS DEVELOPMENT www.sba.gov/8abd/
Nine (9) Years U.S. Citizen or: Indian Tribe, Alaskan Native Corporation or Native Hawaiian Origin Good character Potential for Success Small business www.sba.gov/size/ At least 51% owned and controlled by Socially and Economically Disadvantaged individual(s)
8(a) CERTIFICATION – ONLINE www.sba.gov/8abd
Central Contracting Registration (CCR) www.ccr.gov General Log-in System (GLS)
Authorization Form
Log into 8(a)/SDB Application and complete
SBA will normally make a decision within 90 days
SMALL DISADVANTAGED BUSINESS (SDB) BENEFITS
Office of Small and Disadvantaged Business Utilization (SADBU) www.osdbu.gov/
Price Evaluation Adjustment (PEA) (Up to 10%) Optional Form 312
Subcontracting Incentives Optional Form 312
SDB www.sba.gov/sdb/
Small business www.sba.gov/size/ At least 51% owned and controlled Socially and Economically Disadvantaged
Personal Net Worth can not exceed $750,000 U.S. Citizen or: Indian Tribe, Alaskan Native Corporation or Native Hawaiian Origin
SDB ONLINE – www.sba.gov/sdb
Submit duplicate copies of all documentation including initial application and for SDB recertification Online Application Process – Same as 8(a) Application Process Authorization Form Download, Sign, and Send to: Office of Small Disadvantaged Business Certification and Eligibility 409 3rd Street, SW, 8th Floor Washington, DC 20416 (202) 619-1850 or
SDB RE-CERTIFICATION
Re-certification is required every three (3) years. All applications for re-certification must include: SBA Form 1010, SBA Form 413 2 years personal tax returns 3 years business tax returns Updated business financials, and Statement that no change of ownership has occurred since the original application was filed. However, if there has been a change of ownership, then the applicant must submit a new application.
PURPOSE OF THE HUBZone PROGRAM
Provide Federal contracting assistance to qualified small businesses located in distressed areas, or HUBZones. Why?
Increase employment opportunities Stimulate capital investment Empower communities through economic leveraging and the “multiplier effect”
HUBZONE REQUIREMENTS www.sba.gov/hubzone
Small business www.sba.gov/size/ *51% Owned by a U.S. Citizen, Community Development Corporation or Native American Tribe Principle office located in designated HUBZone Area 35% of employees (minimum) must reside in a designated HUBZone Area
HUBZONE CERTIFICATION www.sba.gov/hubzone/
Fully electronic Decision made in 30 Days
SBA may request additional information
Decision will be in writing
HUBZONE’S CONTINUED ELIGIBILITY REQUIREMENTS
Re-certification (Every 3 years)
Location (Same) Ownership (Same)
Employment percentage
HUBZONE-DESIGNATED AREAS
WOMAN-OWNED BUSINESS (DEFINITION)
At least 51% owned and controlled Self-certification
WBENC http://www.wbenc.org/
VETERAN-OWNED BUSINESS (DEFINITION)
Small business www.sba.gov/size/
At least 51% owned and controlled
Self-certification
PARTNERS IN BUSINESS DEVELOPMENT
Commercial Marketing Rep. (CMR) Mary Ann Korre (404) 331-7587 mary.korre@sba.gov
Procurement Center Rep. (PCR) Larry Mallory (919) 541-7895 mallory1@niehs.nih.gov
Commercial Marketing Rep. (CMR) Andy Zuber (973) 724-6960 andrew.zuber@sba.gov
RESOURCES TO ASSIST YOUR SUBCONTRACTORS
Small Business & Technology
Development Centers PTACs SCORE: www.score.org Women Business Centers: www.onlinewbc.gov
U.S. SMALL BUSINESS ADMINISTRATION
North Carolina District Office 8(a) Business Development 6302 Fairview Road, Suite 300 Charlotte, North Carolina 28210 Mitch DeMallie
stephen.demallie@sba.gov
(704) 344-6590 x1116