SBA s Social Economic Programs Daniel Lucero North Carolina District Office 6302 Fairview Road, Suite 300 Charlotte NC 28210 704-344-6396; daniel.lucero@sba.gov www.sba.gov/nc 3-12
Self-Certifications - Small Business (13cfr121) - Small Disadvantage Business (13cfr124.1000) - 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
First Thing To Do Are you small? Know your NAICS Codes www.sba.gov/size Obtain a free Data Universal Number System (DUNS) Number www.dnb.com/us
Register Your Business Register with government - www.sba.gov Register your Business, Register with the State www.blnc.gov Register for Gov t Contracting - www.sam.gov - Review in Dynamic Small Business Search http://dsbs.sba.gov/dsbs
Formal Certifications 8(a) Socially/economically disadvantaged firms Special Ownership (Indian Tribes, ANC, Native Hawaiian Org. and CDCs) 13cfr124.105/109-111 9-year program. HUBZone Located in Historically Underutilized Business Zones 35% of employees living in a HUBZones.
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
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? www.sba.gov/hubzone
HUBZone-Designated Areas 2011
HUBZone-Designated Areas 2012
Veteran s Program Service Disabled Veteran Owned Small Business Applies to purchases over $3,000 VA determines Service Disability Self Certified (www.vetbiz.gov) No term limits Sole-source and competitive procurements Subcontracting and Prime Contracting goals FAR 19.14; 13cfr125.9-29 www.sba.gov (sdvosb)
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
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) www.sba.gov/wosb 13cfr127
Know the Rules Federal Acquisition Regulations (FAR) https://www.acquisition.gov/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 60 02 7 Prime Contracting SBA SOP 60 03 6 Subcontracting Regulations.gov
Prime Contract Opportunities Current Procurement Opportunities Federal Business Opportunities (FBO) www.fbo.gov; www.neco.navy.mil Past Purchases GSA Federal Procurement Data Center www.fpds.gov; www.usaspending.gov Resource: Prime Contracting 13cfr125.2 www.osdbu.gov
Subcontracting Opportunities SUB-Net www.sba.gov/subnet USASpending.gov FPDS.gov Resources: FAR 19.7; 13cfr125.3
Joint Ventures & Teams JV- Two or more business concerns to establish a new legal entity solely for the purpose of performing a specific contract. - 13cfr124.513 (8(a)) Limited to 3 awards over 2 yr period 13cfr121.103 Teaming: formal partnership DoD Guide to Facilitate Small Business Teaming Arrangements SBA Inst. 8000-596 (Joint Ventures)
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 13cfr124.520 (8(a))
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
Seek Additional Assistance Procurement Technical Assistance Center (PTACs): www.dla.mil/smallbusiness NC SBA District Office : www.sba.gov/nc Small Business and Technology Development Centers: www.sbtdc.org SCORE: www.score.org Veterans Business Outreach Centers Women s Business Centers : www.sba.gov
Seek Additional Assistance North Carolina PTACs www.sbtdc.org/ptac 919-715-7272 or 800-258-0862 North Carolina Military Business Center www.ncmbc.us www.matchforce.org (877) 245-5520
SBA Assistance Programs Federal Agency Contract Goal Program: www.sba.gov/goaling Procurement Marketing (FBO & SUB-Net): www.sba.gov/contracting Certificate of Competency Program (COC) www.sba.gov/ search: coc Size Program NAICS Information www.sba.gov/size SBA Small Business Training: www.sba.gov
Helpful Web Sites Small & Disadvantaged Business Utilization Office: www.osdbu.gov/ Procurement and Technical Assistance Centers : www.aptac-us.org www.business.usa.gov; sba.gov/direct sba.gov/news; sba.gov/sbpra; data.gov; usa.gov; gao.gov; selectusa.gov; blnc.gov; Fdsys.gov
SBA Finance Programs 7a SBAExpress Patriot Express CAPLines Advantage Export Financing - 504 Loan - Disaster Loans - SBICs, SBIR/SBTTP - Surety Bond Program - MicroLoans Resource: NC Small Business Resource Guide pg 15; www.sba.gov/nc; www.sba.gov/ Loans & Grants Small Business Jobs Act
Federal Grant Programs www.grants.gov
Thank you!! Questions?? Daniel Lucero North Carolina District Office 6302 Fairview Road, Suite 300 Charlotte NC 28210 704-344-6396 Daniel.lucero@sba.gov
SBA A Year in Review Daniel Lucero Business Opportunity Specialist SBA NC District Office 704 344-6396; daniel.lucero@sba.gov
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): www.supplier-connection.net New Market Research Tool: sba.gov/sizeup Self Employment Assistance Program; https://sea.workforcezone.org 3-18-2013 www.sba.gov/newsroom 2
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 3-18-2013 www.sba.gov/newsroom 3
Training & Support News FDIC/SBA offer Financial Education & Mentoring Support to Entrepreneurs http://www.fdic.gov/consumers/consumer/moneysmart/index.html. Help Vets Become Entrepreneurs sba.gov/vets Affordable Care Act: sba.gov/bootstobusiness sba.gov/healthcare healthcare.gov dol.gov/ebsa/healthreform. 3-18-2013 www.sba.gov/newsroom 4
Small Business Issues Title XVI; 2013 National Defense Authorization Act Subtitle B--DoD Activities Related to Small Business Matters Sec. 1611. Role of the DoD s Directors of Small Business Programs in acquisition processes. Sec. 1612. Small Business Ombudsman for defense audit agencies. Sec. 1613. Independent assessment of DoD s Federal procurement contracting performance. Sec. 1614. Additional responsibilities of DoD s IG. Sec. 1615. Restoration of 1 percent funding for administrative expenses of DoD s Commercialization Readiness Program. 3-18-2013 http://www.govtrack.us/congress/bills/112/hr4310/text 5
Small Business Issues Title XVI; 2013 National Defense Authorization Act Subtitle C--Matters Relating to Small Business Concerns Part I--Procurement Center Representatives Sec. 1621. Procurement center representatives. Sec. 1622. Small Business Act contracting requirements training. Sec. 1623. Acquisition planning. 3-18-2013 http://www.govtrack.us/congress/bills/112/hr4310/text 6
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. 1631. Goals for procurement contracts awarded to small business concerns. Sec. 1632. Reporting goals for procurement contracts awarded to small business concerns. Sec. 1633. Senior executives. Part III--Mentor-Protégé Programs Sec. 1641. Mentor-Protégé programs. 3-18-2013 http://www.govtrack.us/congress/bills/112/hr4310/text 7
Small Business Issues Title XVI; 2013 National Defense Authorization Act Subtitle C--Matters Relating to Small Business Concerns Part IV--Transparency in Subcontracting Sec. 1651. Limitations on subcontracting. Sec. 1652. Penalties. Sec. 1653. Subcontracting plans. Sec. 1654. Notices of subcontracting opportunities. Sec. 1655. Publication of certain documents. 3-18-2013 http://www.govtrack.us/congress/bills/112/hr4310/text 8
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. 1661. Small business concern size standards. Part VI--Contract Bundling Sec. 1671. Contract bundling. 3-18-2013 http://www.govtrack.us/congress/bills/112/hr4310/text 9
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. 1681. Safe harbor for good faith compliance efforts. Sec. 1682. Requirement that fraudulent businesses be suspended or debarred. Sec. 1683. Annual report on suspensions and debarments proposed by SBA. 3-18-2013 http://www.govtrack.us/congress/bills/112/hr4310/text 10
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. 1691. Offices of Small and Disadvantaged Business Utilization. Sec. 1692. Small Business Procurement Advisory Council. 3-18-2013 http://www.govtrack.us/congress/bills/112/hr4310/text 11
Small Business Issues Title XVI; 2013 National Defense Authorization Act Subtitle C--Matters Relating to Small Business Concerns Part IX--Other Matters Sec. 1695. Surety bonds. Sec. 1696. Conforming Amendments; Repeal of redundant provisions; Regulations. Sec. 1697. Contracting with small business concerns owned and controlled by women. Sec. 1698. Small business HUBZones. Sec. 1699. National Veterans Business Development Corporation. Sec. 1699a. State Trade and Export Promotion Grant Program. 3-18-2013 http://www.govtrack.us/congress/bills/112/hr4310/text 12
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 28270 Telephone: 704 344-6396 Email: daniel.lucero@sba.gov Web site: www.sba.gov www.sba.gov/newsroom www.sba.gov/nc 3-18-2013 www.sba.gov 13