Federal Certification Program Statistics Government-Wide Performance (in dollars spent) Overall Small Business 24.34% (goal 23%) WOSB 4.79% (goal 5%) SDB 9.53% (goal 5%) SDVOSB 3.98% (goal 3%) HUBZone 1.67% (goal 3%) (2017, FPDS-NG Prime Contracting Data as of 2/20/2018) SBA publishes SCORECARDS annually 2
SBA Programs Firms located in North Carolina Description 8(a) firm dlrs awarded HUBZone firms, dollars awarded WOSB firms, dollars awarded SDVOSB firms, dollars awarded Small disadvantaged businesses FY 18 as of 07.05.18 $100.3 million 58.0 million 87.0 million 529.5 million 217.4 million
Federal Contract Certifications Self-Certifications - Service Disabled Veteran-Owned Small Business (13 CFR125.8) - Woman-Owned Small Business (13 CFR 127) Formal Certification Programs - 8(a) Business Development (13 CFR 124) - HUBZone (13 CFR 126) ecfr.gov
Service Disabled Veteran-Owned Small Business 13 CFR 125 www.sba.gov/sdvosb 3% goal -Be a small business -Represent in SAM.gov -Be at least 51% owned and controlled by one or more service-disabled veterans -Have one or more service-disabled veterans manage day-to-day operations and also make long-term decisions -Eligible veterans must have a service-connected disability -DD Form 214 and VA Certified Letter as to disability **different from CVE certification**
(Economically-Disadvantaged) Woman-Owned Small Business 13 CFR 127/FAR 19.15 5% goal WOSB: Small Business 51% unconditionally and directly owned and controlled by a woman or women EDWOSB: General Considerations: Small Business 51% owned and controlled by one or more women Economically Disadvantaged: $350,000 or less average adjusted gross income for three years is $750,000 or less personal net worth for each women business owner $6 million or less in assets for each women business owner 6
WOSB Contracting Considerations Not all NAICS codes are available for WOSB procurements. Separate NAICS codes are authorized for WOSB and EDWOSB. 364 NAICS codes are available for WOSB. 80 NAICS codes are authorized for EDWOSB. CERTIFY.SBA.GOV 7
8(a) 13 CFR 124 www.sba.gov/8abd 5% goal CERTIFY.SBA.GOV The purpose of the 8(a) Business Development program is to assist eligible small disadvantaged business concerns compete in the American economy through business development. 8
8(a) Eligibility Requirements General Considerations: Small Business Ownership 51% Unconditional Ownership Direct ownership Not already have participated in the 8(a) program Have the owner manage day-today operations and also make long-term decisions Have all its principals demonstrate good character Show potential for success and be able to perform successfully on contracts Economically and Socially Disadvantaged: $250,000 or less average adjusted gross income for three years is $250,000 or less personal net worth $4 million or less in assets Socio-economic status Presumed Groups Black Americans Hispanic Americans Native Americans Asian Pacific Americans Subcontinent Asian Americans Preponderance of Evidence socially disadvantaged, cultural or other discrimination 9
8(a) Business Development Program SBA certified (yearly review by SBA District Office) 9-year term - no renewals Sole Source (up to 4MM or 7.0MM) and Competitive procurements Award must be made at fair market price Benefits of 8(a): Joint Ventures & Mentor-Protégé agreements
HUBZone Program FAR 19.13 / 13 CFR 126 www.sba.gov/hubzone 3% goal Small business Be at least 51 percent owned and controlled by U.S. citizens, a Community Development Corporation (CDC), an agricultural cooperative, a Native Hawaiian Organization (NHO), or an Indian tribe Principal office located in a HUBZone At least 35 percent of its employees live in a HUBZone 11
HUBZone Requirements SBA certified - no term limits; Recertification required every 3 years; Sole-source / Competitive procurements 10% price evaluation preference Are you in a HubZone? https://maps.certify.sba.gov/
HUBZone Impact Number of Participants: 5,248 Annual Contracting Levels: $7.3 Billion(FY 2017) Annual Goal: 3.0% FY 2017 HUBZone Achievement: 1.65% FY 2016 HUBZone Achievement: 1.67% 13
Other Small Business Program Impact (FY 2017) Small Business - $107.5 Billion Women Owned Small Business $20.8 Billion Small Disadvantaged Business (8a) $40.4 Billion Service Disabled Veteran Owned Business $17.9 Billion $191.9 Billion Dollars Spent Through Federal Certifications in FY 2017!! Source FPDS data as of 2/20/18 14
MORE QUESTIONS? CALL US! North Carolina District Office 6301 Fairview Rd. Suite 300 Charlotte, NC 28210 Aregnaz Mooradian, Lead Business Opportunity Specialist 704.344.6396 ------- aregnaz.mooradian@sba.gov Joe Ann Shaeffers, Business Opportunity Specialist 704.344.6577 ------- joeann.shaeffers@sba.gov 15