SBA s Social Economic Programs

Transcription

1 SBA s Social Economic Programs Daniel Lucero North Carolina District Office 6302 Fairview Road, Suite 300 Charlotte NC ; daniel.lucero@sba.gov

2 Self-Certifications - Small Business (13cfr121) - Small Disadvantage Business (13cfr ) - Service Disabled Veteran-Owned Small Business (13cfr125.8) - Woman-Owned Small Business (13cfr127) Formal Certification Programs - 8(a) Business Development (13cfr124) - HUBZone (13cfr126) ecfr.gov Federal Contract Certifications

3 First Thing To Do Are you small? Know your NAICS Codes Obtain a free Data Universal Number System (DUNS) Number

4 Register Your Business Register with government - Register your Business, Register with the State Register for Gov t Contracting Review in Dynamic Small Business Search

5 Formal Certifications 8(a) Socially/economically disadvantaged firms Special Ownership (Indian Tribes, ANC, Native Hawaiian Org. and CDCs) 13cfr / year program. HUBZone Located in Historically Underutilized Business Zones 35% of employees living in a HUBZones.

6 8(a) Program Applies to all purchases SBA certified 9-year term - no renewals All 8(a) firms are SDBs Sole Source and Competitive procurements Award must be made at fair market price 13cfr124; FAR 19.8

7 HUBZone Program Applies to purchases over $3,000; SBA certified - no term limits; Recertification required every 3 years; Sole-source / Competitive procurements 10% price evaluation preference Principal office: in a HUBZone 35% of employees live in a HUBZone FAR 19.13; 13cfr126 Are you in a HubZone?

8 HUBZone-Designated Areas 2011

9 HUBZone-Designated Areas 2012

10 Veteran s Program Service Disabled Veteran Owned Small Business Applies to purchases over $3,000 VA determines Service Disability Self Certified ( No term limits Sole-source and competitive procurements Subcontracting and Prime Contracting goals FAR 19.14; 13cfr (sdvosb)

11 Woman Owned Small Business 51% owned/controlled/managed by one or more women (WOSB or EDWOSB) 83 NAICS No term limits Parity with other set asides Joint Ventures No Sole Source Limitations on subcontracting

12 Woman Owned Small Business Registration Self or 3 rd Party Certified Gov t registration; SBA repository Limits for EDWOSB: Personal Net Worth ($750K) Adjusted Gross Income ($350K per 3 yrs) Total Assets ($6M) 13cfr127

13 Know the Rules Federal Acquisition Regulations (FAR) Subpart 8.4 Federal Supply Schedules Part 13 Simplified Acquisitions Part 14 Sealed Bidding Part 15 Contracting by Negotiation Part 19 Small Business Programs SBA SOP Prime Contracting SBA SOP Subcontracting Regulations.gov

14 Prime Contract Opportunities Current Procurement Opportunities Federal Business Opportunities (FBO) Past Purchases GSA Federal Procurement Data Center Resource: Prime Contracting 13cfr

15 Subcontracting Opportunities SUB-Net USASpending.gov FPDS.gov Resources: FAR 19.7; 13cfr125.3

16 Joint Ventures & Teams JV- Two or more business concerns to establish a new legal entity solely for the purpose of performing a specific contract. - 13cfr (8(a)) Limited to 3 awards over 2 yr period 13cfr Teaming: formal partnership DoD Guide to Facilitate Small Business Teaming Arrangements SBA Inst (Joint Ventures)

17 Mentor-Protégé Program Purpose: Business Development program to enhance SB s capabilities Mentor: Provides Protégé assistance with: Technical and management Finance, including equity investments/ loans Subcontracting Joint Venture arrangements. SBA Mentor/Protégé Application Form 13cfr (8(a))

18 Market Your Firm Present Capability Statement to SBS of federal activities and large prime contractors See A Guide to Collection & Use of Past Performance Information ID Small Business Specialist: Google: small business office: (federal dept.) Attend procurement conferences and business expos Attend Business Matchmaking events

19 Seek Additional Assistance Procurement Technical Assistance Center (PTACs): NC SBA District Office : Small Business and Technology Development Centers: SCORE: Veterans Business Outreach Centers Women s Business Centers :

20 Seek Additional Assistance North Carolina PTACs or North Carolina Military Business Center (877)

21 SBA Assistance Programs Federal Agency Contract Goal Program: Procurement Marketing (FBO & SUB-Net): Certificate of Competency Program (COC) search: coc Size Program NAICS Information SBA Small Business Training:

22 Helpful Web Sites Small & Disadvantaged Business Utilization Office: Procurement and Technical Assistance Centers : sba.gov/direct sba.gov/news; sba.gov/sbpra; data.gov; usa.gov; gao.gov; selectusa.gov; blnc.gov; Fdsys.gov

23 SBA Finance Programs 7a SBAExpress Patriot Express CAPLines Advantage Export Financing Loan - Disaster Loans - SBICs, SBIR/SBTTP - Surety Bond Program - MicroLoans Resource: NC Small Business Resource Guide pg 15; Loans & Grants Small Business Jobs Act

24 Federal Grant Programs

25 Thank you!! Questions?? Daniel Lucero North Carolina District Office 6302 Fairview Road, Suite 300 Charlotte NC

26 SBA A Year in Review Daniel Lucero Business Opportunity Specialist SBA NC District Office ; daniel.lucero@sba.gov

27 Contracting News Update to Size Standards: sba.gov/size Remove WOSB Contract Threshold: sba.gov/wosb Connecting Small Business to Corporate Supply Chain (Supply Connector): New Market Research Tool: sba.gov/sizeup Self Employment Assistance Program;

28 Financing News Loans for Small Business Export: sba.gov/oit First Nationwide Impact Investment Fund: sba.gov/newsroom First Fund in Early Stage Capital Initiative: sba.gov/inv Triples Surety Bond Guarantee Ceiling: sba.gov/osg Emerging Leaders Initiative: sba.gov/emergingleaders Expand Access to Loan Programs: sba.gov/newsroom

29 Training & Support News FDIC/SBA offer Financial Education & Mentoring Support to Entrepreneurs Help Vets Become Entrepreneurs sba.gov/vets Affordable Care Act: sba.gov/bootstobusiness sba.gov/healthcare healthcare.gov dol.gov/ebsa/healthreform

30 Small Business Issues Title XVI; 2013 National Defense Authorization Act Subtitle B--DoD Activities Related to Small Business Matters Sec Role of the DoD s Directors of Small Business Programs in acquisition processes. Sec Small Business Ombudsman for defense audit agencies. Sec Independent assessment of DoD s Federal procurement contracting performance. Sec Additional responsibilities of DoD s IG. Sec Restoration of 1 percent funding for administrative expenses of DoD s Commercialization Readiness Program

31 Small Business Issues Title XVI; 2013 National Defense Authorization Act Subtitle C--Matters Relating to Small Business Concerns Part I--Procurement Center Representatives Sec Procurement center representatives. Sec Small Business Act contracting requirements training. Sec Acquisition planning

32 Small Business Issues Title XVI; 2013 National Defense Authorization Act Subtitle C--Matters Relating to Small Business Concerns Part II--Goals for Procurement Contracts Awarded to Small Business Concerns Sec Goals for procurement contracts awarded to small business concerns. Sec Reporting goals for procurement contracts awarded to small business concerns. Sec Senior executives. Part III--Mentor-Protégé Programs Sec Mentor-Protégé programs

33 Small Business Issues Title XVI; 2013 National Defense Authorization Act Subtitle C--Matters Relating to Small Business Concerns Part IV--Transparency in Subcontracting Sec Limitations on subcontracting. Sec Penalties. Sec Subcontracting plans. Sec Notices of subcontracting opportunities. Sec Publication of certain documents

34 Small Business Issues Title XVI; 2013 National Defense Authorization Act Subtitle C--Matters Relating to Small Business Concerns Part V--Small Business Concern Size Standards Sec Small business concern size standards. Part VI--Contract Bundling Sec Contract bundling

35 Small Business Issues Title XVI; 2013 National Defense Authorization Act Subtitle C--Matters Relating to Small Business Concerns Part VII--Increased Penalties for Fraud Sec Safe harbor for good faith compliance efforts. Sec Requirement that fraudulent businesses be suspended or debarred. Sec Annual report on suspensions and debarments proposed by SBA

36 Small Business Issues Title XVI; 2013 National Defense Authorization Act Subtitle C--Matters Relating to Small Business Concerns Part VIII--Offices of Small and Disadvantaged Business Units Sec Offices of Small and Disadvantaged Business Utilization. Sec Small Business Procurement Advisory Council

37 Small Business Issues Title XVI; 2013 National Defense Authorization Act Subtitle C--Matters Relating to Small Business Concerns Part IX--Other Matters Sec Surety bonds. Sec Conforming Amendments; Repeal of redundant provisions; Regulations. Sec Contracting with small business concerns owned and controlled by women. Sec Small business HUBZones. Sec National Veterans Business Development Corporation. Sec. 1699a. State Trade and Export Promotion Grant Program

38 More SBA Info For more information on SBA s programs and services Please contact: NC District Office: Daniel Lucero 6302 Fairview Rd., # 300, Charlotte, NC Telephone: daniel.lucero@sba.gov Web site: