SDVOSB Program First Wednesday Virtual Learning Series 2018
Hosts Christopher Eischen, Procurement Center Representative SBA Office of Government Contracting, Area IV Valerie Coleman, Program Manager, Prime Contracts SBA Office of Government Contracting 3
Welcome to SBA Virtual Learning 2018 1. Questions answered during the final 10 minutes. 2. Technical problems: Contact the moderator with a note or call AT&T Support Desk at 1-888-796-6118. 3. Page numbers stated for those working off hard copies of the program. 4. We cover the SBA Quick Reference as time allows. 5. For more SBA training visit the SBA Learning Center website https://www.sba.gov/tools/sba-learning-center/search/training 4
Association of Procurement Technical Assistance Centers (APTAC) Procurement Technical Assistance Centers are a vital resource partner. APTAC posts past First Wednesday programing at this link: http://www.aptac-us.org/for-contracting-officers-sba-webinarlibrary/ Contracting officer resources: How PTACs partner with federal agencies : http://www.aptac-us.org/federal-partners/ Find your nearest Procurement Technical Assistance Center at http://www.aptac-us.org 5
FY 2018 Date Topic 1 October 4, 2017 Non-Manufacturer Rule 2 November 1, 2017 About SBA 3 December 6, 2017 1st WEDNESDAY VIRTUAL LEARNING SERIES 2018 SCHEDULE SBA Programs You May Not Know About Natural Resources Assistance/Disaster Assistance 4 January 10, 2018 Historically Underutilized Business Zones 5 February 7, 2018 Certificate of Competency Program 6 March 7, 2018 Woman Owned Small Business (WOSB) Program 7 April 4, 2018 Size and Affiliation 8 May 2, 2018 Subcontracting Tools 9 June 6, 2018 SDVOSB 1:00 to 2:00 Central Time 10 July 11, 2018 SBA Legislative Update 11 August 1, 2018 Mentor/ Protégé Program The program schedule above is for information only and is subject to change. 6
One Continuous Learning Point Self-service: Using the PowerPoint that was sent with your invitation for this training event, fill in your name on the certificate slide and save. Download the certificate and print for your records. You submit your request for training credit IAW your agency policy, i.e. FAITAS. Phoning in only: If you listen in groups and you want all attendees to be included on the future mailing list, send email addresses of participants in an excel document to sbalearning@sba.gov. 7
Today s Speaker Jerry Godwin Veterans Business Specialist Office of Veterans Business Development U.S. Small Business Administration (202) 205-6376 jerry.godwin@sba.gov 8
LEADERSHIP: OFFICE OF VETERANS BUSINESS DEVELOPMENT (OVBD) Ms. Barbara Carson, Associate Administrator Ms. Carson oversees the OVBD team in formulating, implementing, administering and promoting policies and programs that equip veteran, service member, and military spouse business owners with counseling and education, access to capital, and contracting opportunities. Mr. Ray Milano, Deputy Associate Administrator Mr. Milano oversees OVBD programs, people, and policies, working to empower America s veteran small business owners and entrepreneurs. 9
AUTHORIZING STATUTES Public Law 106-50 Formulate, execute, and promote policies and programs Ombudsman Train and counsel Advise veterans through programs Established SDVOSB 3% prime and sub contracting goal across federal agencies Public Law 110-186 Participate in TAP via VBOCs and written materials Women veteran business training HOW: WBC and VBOC SBDC grant for specific activities Economic Injury loan via MREIDL Public Law 106-50 and 110-186 IATF conduct ACVBA conduct Public Law 105-135 Define eligibility for programs Define eligible grantees Implied task: conduct programs through grants and contracts and cooperative agreements Public Law 106-545 Establishes subcontracting goal Veteran Entrepreneur Act of 2015 establishes Fee Waiver 10
SERVING THE NEXT GREAT GENERATION Veteran-owned businesses are a pillar of the U.S. Economy. Vision: Create America s next great generation of veteran small business owners Mission: Empower veteran entrepreneurship by formulating, implementing, administering, and promoting policies and programs Equip veteran, service member (active duty, National Guard, Reserve), and military spouse owned small businesses with: Counseling, training, and education Access to Capital and Disaster assistance Contracting opportunities 11
SBA OVBD MISSION PRIORITIES Counseling & Training Veterans Business Outreach Centers (VBOC) Boots to Business (B2B) and Boots to Business Reboot (B2BR) Women Veteran Entrepreneurship Training Program (WVETP) Service-Disabled Veteran Entrepreneurship Training Program (SDVETP) Veteran Federal Procurement Entrepreneurship Training Program (VFPETP) SBA District Offices / Veteran Business Development Officers Access to Capital SBA s Veteran Advantage Access to Contracting and Market Opportunities 3% SDVOSB federal goal achieved yearly since 2012 Disaster Assistance Military Reservist Economic Injury Disaster Loan (MREIDL) 12
PARTNERS AND RESOURCES Located throughout the nation, the SBA veteran ecosystem is comprised of grantees, resource partners, interagency organizations, and more. Additionally, there are 68 SBA District Offices across the U.S. 13
VETERANS BUSINESS OUTREACH CENTERS 22 centers nationwide, full resource partners Provides SBA resource navigation and referrals Growth focused on high vet population and installation density areas Transition assistance core mission Integration and referral mindset More information can be found at WWW.SBA.GOV/VBOC 14
VBOC COVERAGE MAP 15
BOOTS TO BUSINESS AND VBOCS VBOCs are the lead SBA resource partner in regard to the Boots to Business Program. VBOCs work with the SBA District Offices and Transition Service Managers at military installations to ensure that Boots to Business classes are conducted in accordance with the guidelines of the Transition Assistance Program s (TAP) Entrepreneurship Track. In FY17, over 650 Boots to Business classes were held at military installations within the United States. 16
BOOTS TO BUSINESS The entrepreneurial training program offered by SBA on military installations around the world as a training track of the Department of Defense s Transition Assistance Program (TAP). WWW.SBA.GOV/B2B BOOTS TO BUSINESS REBOOT Extends the entrepreneurship training offered in TAP to veterans of all eras, members of the Reserve and National Guard, and military spouses in their communities. WWW.SBA.GOV/B2BREBOOT 17
BOOTS TO BUSINESS FOLLOW-ON OPTIONS Market Research Short, targeted learning modules provide a flexible program creating a customized learning experience best suited for personal schedules and entrepreneurial life. Revenue Readiness Six-week virtual training program designed to help participants take a business idea from concept to actionable plan in a short timeframe. Business Fundamentals Thirteen on-demand courses designed for individuals to explore and build their entrepreneurial skills to ensure their success beyond the startup phase. 18
BOOTS TO BUSINESS DELIVERY MODEL Focused on veterans: success depends on collaboration. 19
BOOTS TO BUSINESS OUTPUT Since January 2013, over 75,000 service members and spouses have been counseled on small business ownership concepts across all formats. 20
BOOTS TO BUSINESS DEMOGRAPHICS Transitioning service members of all ranks and branches participate. *due to rounding, all charts not equal to 100% 21
BOOTS TO BUSINESS PARTNER DELIVERY All SBA partners collaborate and receive grant funding to deliver B2B. VBOC share has increased to align to statute and focused expansion. Boots to Business Instructor Distribution Fiscal Year 2017 SBA 14% Other 14% WBC 5% Lender 1% Lawyer 1% SBDC 17% VBOC 28% SCORE 20% 22
WOMEN VETERAN ENTREPRENEURS HIP TRAINING PROGRAM (WVETP) Entrepreneurial training for women veterans as they start or grow a business. WVETP consists of three institution grantees: Veteran Women Igniting the Spirit of Entrepreneurship (V-WISE) Institute for Veterans and Military Families at Syracuse University Entrepreneurial Program for Innovation and Collaboration (EPIC) and Bunker in a Box Bunker Labs Lift Fund San Antonio Lift Fund 23
SERVICE- DISABLED VETERAN ENTREPRENEURS (SDVETP) HIP TRAINING PROGRAM Entrepreneurial training for SDVs as they start or grow a business SDVETP consists of four institution grantees: Entrepreneurship Bootcamp for Veterans with Disabilities (EBV) Syracuse University s Institute for Veterans and Military Families, Syracuse, NY ebv.vets.syr.edu Veterans Entrepreneurship Program Riata Center for Entrepreneurship, Spears School of Business at Oklahoma State University, Stillwater, OK business.okstate.edu/riata/veterans Veterans Entrepreneurship Jumpstart Program St. Joseph s University, Philadelphia, PA www.sju.edu/ebv information on next cohort enrollment Dog Tag, Inc. Washington, DC www.dogtaginc.org 24
CAPITAL: SBA VETERANS ADVANTAGE Available to: Veterans TAP-eligible active duty service members Reservists, National Guard members Current spouse of any of the above Some widowed spouses Includes upfront guaranty fee relief on SBA loans: SBA 7(a) Zero fee for loans up to $150,000 50% fee for loans $150,001 to $500,000 SBA Express Zero upfront borrower fee Disaster Assistance: MREIDL Military Reservist Economic Injury Disaster Loan Available for eligible VOSBs and SDVOSBs 25
CAPITAL ACCESS VET Act of 2015 fee relief impacted savings to veterans ~ $4.8M in FY17, $37M overall 26
CONTRACTING US Government SDVOSB contract spend has exceeded 3% every year since FY2012 - FY17 data shows 4.04% SDVOSB spend Veteran Federal Procurement Entrepreneurship Training Program (VFPETP) Many SDVOSB and VOSB are well prepared for state and local procurement opportunities Commercial Supply Chain 27
VETERAN FEDERAL PROCUREMENT ENTREPRENEURSHIP TRAINING PROGRAM (VFPETP) Veterans Institute for Procurement (VIP) Three-day intensive programs held in MD Hands-on, market-based instruction that help veteran-owned small businesses (VOSBs) establish best practices for federal procurement VIP GROW enables VOSBs to increase their ability to win government contracts VIP START designed for VOSBs who seek to either enter or expand current business in the federal marketplace VIP INTERNATIONAL designed for VOSBs who seek to either enter or expand their federal contracting and commercial opportunities overseas In 2018, VIP celebrated its 1000 th graduate! WWW.NATIONALVIP.ORG 28
POLICY FORMULATION Advisory Committee on Veteran Business Affairs Membership: SDVOSBs, VOSBs, Veteran Service Organizations (VSO) Interagency Task Force on Veterans Small Business Development Membership: SBA, VA, DoL, Dept. of Treasury, OMB, GSA, DoD, and four VSOs Public meetings held March, June, September, December at SBA HQ, Washington, DC 29
SBA AND VA VR&E Opportunities for reciprocal referral Official Memorandum of Agreement in place IATF Focus on SDVOSB and VOSB federal procurement OSDBU Complementary outreach and engagement Transition Assistance Program Test and potential replication of Veteran Business Owner Initiative (VBOI) program Boston VA Medical Center Counselor from compensated work therapy collaborates with local SBA instructors Provide entrepreneurship training and mentoring to veterans receiving VA services SCOTUS Kingdomware could be relevant outside VA and beyond veterans 30
Questions 31
SBA Quick Reference 32
Summary of CFR Regulations SBA Size Regulations 13 CFR Part 121 HUBZone Regulations 13 CFR 126.616 SBA Certificate of Competency 13 CFR 125.5 Service-Disabled Veteran 13 CFR 125.15(b) 8(a) and SDB Regulations 13 CFR 124.513 Small Disadvantaged Business 13 CFR 124.1002(f) WOSB Program 13 CFR 127 SBA Prime Contracting 13 CFR 125.2 SBA Subcontracting 13 CFR 125.3 33
Types of SBA Contacts and Offices A. SBA Government Contracting Area Offices 1. SBA Procurement Center Representatives (PCRs) 2. SBA Commercial Market Representatives (CMRs) B. SBA District Offices 1. Business Opportunity Specialists (BOS) C. SBA Regional Offices D. SBA Headquarters 34
Six SBA Government Contracting Areas SBA Government Contracting Areas at hyperlink: https://www.sba.gov/content/pcr-directory 35
SBA Quick Reference SBA Regional and District Offices Link to district offices at: http://www.sba.gov/about-offices-list/3 36
SBA Quick Reference - SBA District Offices, cont. To locate SBA 8(a) business development servicing office, check Dynamic Small Business Search at the link: http://dsbs.sba.gov/dsbs/search/dsp_dsbs.cfm and then local resources at the link http://www.sba.gov/tools/localassistance/districtoffices. 37
SBA Quick Reference - SBA Headquarters 1. HUBZone status protests FAR 19.306 13 CFR 126.801 2. NAICS code appeal FAR 19.30 3 13 CFR 121.1103 3. Non-manufacturer rule waivers FAR 19.102(f)(1)-(7) 13 CFR 121.1204 4. SDVOSB status protest FAR 19.307 13 CFR 125.23 5. WOSB Program status protest FAR 19.308 13 CFR 1275.600 38
How to Locate a Procurement Center Representative Find your PCR at https://www.sba.gov/content/pcr-directory 39