How to Self-Certify for the WOSB Federal Contract Program

Transcription

1 ChallengeHER

2 How to Self-Certify for the WOSB Federal Contract Program

3 Instructor Angela Dingle, President Ex Nihilo Management, LLC Women Impacting Public Policy (WIPP) Education Foundation Board of Directors Institute of Management Consultants USA, Board of Directors Enterprising Women Magazine, Executive Advisory Board

4 WOSB Federal Contract Program Effective February 4, 2011 Provides equal access to federal contracting opportunities for women-owned small businesses (WOSB) and economically disadvantaged womenowned small businesses (EDWOSB) in 83 NAICS code categories. Allows contracting officers to set aside specific federal contracts for certified WOSB and EDWOSB

5 Course Goals How to Determine Eligibility Updating your CCR and ORCA Profiles Submitting documents to the SBA s WOSB Program Repository Update on 3 rd Party Certifications.

6 Steps to Participate in the WOSB Step 1. Determine Your Eligibility Step 2. Register in or Update the System for Award Management (SAM) Step 3. Upload Supporting Documents to the WOSB Program Repository

7 Determining Your Eligibility Woman-Owned Small Business is: A small business and Not less than 51% unconditionally and directly owned and controlled by one or more women who are United States citizens

8 Determining Your Eligibility Unconditionally and Directly Owned/Controlled WOSB Means: Ownership must be direct Ownership cannot be subject to conditions Woman must manage the day-to-day operations Woman must make long term decisions Woman must be able to provide documents demonstrating she meets these requirements

9 Determining Your Eligibility Economically Disadvantaged Means: Woman must meet certain thresholds: Personal net worth (less than $750,000) 3 Year Average AGI (not to exceed $350,000) Fair market value of all of her assets (not to exceed $6 million)

10 System for Award Management Federal Acquisition Regulation (FAR) Subpart Requires active registration in SAM and documents uploaded to the WOSB Program Repository at the time of contract award

11 System for Award Management Active Registration Means: All mandatory fields have been entered CAGE Code assigned/validated by DoD Taxpayer Identification Number (TIN) Match validation by the IRS

12 Updating Your SAM Profile You must click Save and Continue at the bottom of each registration page to activate the update. Note that some requirements may have been implemented since your last visit.

13 Required Information Purpose of Registration Core Data Assertions Representations & Certifications Points of Contact

14 General Information Part of Core Data Indicates type of business and applicable socio-economic categories View only data is populated and cannot be changed in the SAM update Applicable SBA Certifications added automatically

15 General Information

16 General Information Your Entity s Socio-Economic Categories You Must Check the Box! Woman Owned Small Business Economically Disadvantaged Woman Owned Small Business

17 FAR Responses

18 WOSB Program Repository Document Repository Maintained by SBA Houses WOSB/EDWOSB Supporting Documentation and Third Party Certifications A Secure, Web-Based Environment Accessible to WOSBs, EDWOSBs, the SBA and the Contracting Officer Community Allows Contracting Officer to Access Documents Prior to Contract Award

19 WOSB Repository Things You Need: Proof of US Citizenship Articles of Incorporation, Articles of Organization and Amendments Operating Agreement, By-Laws, Stock Certificates, Stock Ledger and Voting Agreements Partnership Agreement and Amendments WOSB Program Certification SBA Form 413 Personal Financial Statement (EDWOSBs only)

20 Login to GLS

21 Request Access

22 Accessing the WOSB Application

23 Uploading Documents

24 Uploading Documents

25 Uploading Documents

26 Review Your Submission

27 Third Party Certifications El Paso Hispanic Chamber of Commerce National Women Business Owners Corporation US Women s Chamber of Commerce Women s Business Enterprise National Council (WBENC)*

28 Review Must meet eligibility requirements Must be registered in SAM Must upload supporting documentation in the WOSB Program Repository

29 Questions? Angela Dingle, President Ex Nihilo Management, LLC (202)

30 ChallengeHER Thank you for listening to this podcast. Through ChallengeHER, we encourage your commitment to join a national movement of Women Business Owners who are ready to grow their business through winning Federal Contracts. What is your next Milestone on the Road to Federal Contracts? Visit for more podcasts and a guide to resources available for women-owned small businesses. Questions? ChallengeHER@wipp.org.