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CERTIFICATIONS/VALIDATIONS WBE, MBE, DBE, 8A AND HUBZONE, WOSB, EDWOSB Veteran/Service Disabled Veteran, Small Disadva PowerPoint Presentation
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CERTIFICATIONS/VALIDATIONS WBE, MBE, DBE, 8A AND HUBZONE, WOSB, EDWOSB Veteran/Service Disabled Veteran, Small Disadvantaged Business. Illinois Procurement Technical Assistance Center (PTAC) Rita Haake, College of DuPage Lyndsay Hughes, John A Logan College

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CERTIFICATIONS/VALIDATIONSWBE, MBE, DBE, 8A AND HUBZONE, WOSB, EDWOSBVeteran/Service Disabled Veteran, Small Disadvantaged Business

Illinois Procurement Technical Assistance Center (PTAC)

Rita Haake, College of DuPage

Lyndsay Hughes, John A Logan College

Mary Turner, Western Illinois University

certification overview
Certification Overview
  • Local
      • City of Chicago (WBE/MBE/DBE) – fee based
      • Cook County (WBE/MBE)
      • Women’s Business Development Center/WBDC (WBE) – fee based
      • Chicago Minority Business Development Center/CMBDC (MBE) – fee based
  • State
      • Central Management Services/CMS (FBE/MBE/PBE)
      • Illinois Department of Transportation/IDOT (DBE)
        • (actual: Metra, PACE, CTA, City of Chicago, IDOT)
  • Federal
    • 8a Business Development Program
    • HUBZone Program
    • Women Owned Small Business (WOSB/EDWOSB)
    • Veteran Owned/Service Disabled Veteran Owned (validation)
    • Small Disadvantaged Business (self certify)
certification commonalities
Certification Commonalities
  • Certifications are in place, no matter the level of government, to promote economic development within specific preference groups.
  • Governmental agencies may have procurement rules in place with identified goals for a diverse business population.

City of Chicago: 25% MBE/WBE

Cook County: 25% MBE, 10% WBE

CMS/Illinois: 20% MBE/WBE/PBE

Federal: 8a – 5%, WOSB – 5%, HUBZone – 3%, SDVOSB – 3%

  • Formal process is required. Application and additional documentation.
  • Dependent on the evaluating office a site visit may be required.
  • Specific certifications are required at specific levels of government i.e. federal government does not recognize MBE certification.
  • Most basic eligibility factor: must be, at least, 51% owned by individual claiming status i.e. minority, woman, etc.
local certifications
Local Certifications
  • City of Chicago (WBE,MBE,DBE)
    • Website: https://chicago.mwdbe.com/FrontEnd/VendorSearchPublic.asp?TN=chicago
    • $250.00 application fee
    • Contracting goal
    • Universal Application
    • 5 year with annual no change process
  • Cook County (WBE,MBE)
    • Website: http://www.co.cook.il.us/portal/server.pt/community/contract_compliance,_office_of/285/mbe_wbe_certification
    • No fee
    • Contracting goal
    • Universal Application
    • 3 year with annual no change process
private local certifications subcontracting
Private/Local Certifications(subcontracting)
  • Women’s Business Development Center/WBDC (WBE)
    • Website: http://www.wbdc.org
    • $350.00 application fee
    • Subcontracting
    • Annual renewal (approx. $250.00 fee)
  • Chicago Minority Business Development Center/CMBDC (MBE)
    • Website: http://www.cmbdc.org
    • $500.00 application fee
    • Subcontracting
    • Annual renewal (approx. $275.00 fee)
state certification
State Certification
  • Central Management Services/CMS (WBE,MBE,PBE)
    • Website: http://sell2.illinois.gov/BEP (BEP Program)
    • No fee
    • Contracting goal
    • Universal Application/Reciprocity
      • IDOT, CMBDC, WBDC, City of Chicago, CTA, METRA, PACE, Cook County
    • Annual renewal
  • Illinois University System (MAFBE)
    • Website:

http://www.procure.stateuniv.state.il.us/dsp_mafbe.cfm

http://sell2.illinois.gov/BEP (BEP Program)

    • No fee
    • Contracting goal
    • Universal Application/Reciprocity
      • CMS/BEP, IDOT, WBDC, CMBDC
    • Annual renewal
us dot disadvantaged business enterprise dbe

US DOT – Disadvantaged Business Enterprise (DBE)

Federal certification with LOCAL certifiers

IDOT, Metra, PACE, CTA, City of Chicago

No fee

8a certified should automatically receive DBE

Must be small business (federally)

Must be 51% or more owned, controlled & managed by an individual(s) presumed to be socially & economically disadvantaged

$750,000 or less (net worth)

Must be a U.S. citizen

federal certifications
Federal Certifications
  • 8a Business Development Program
    • Website: http://www.sba.gov/aboutsba/sbaprograms/8abd/index.html
    • U.S. Small Business Administration/SBA oversight
    • Eligibility
      • Preponderance of evidence “social & economically disadvantaged”
      • 2 years in business (with revenues)
      • Individual net worth less than $250,000
      • US Citizen
      • Small business (defined by NAICS)
      • Formal online application
        • Social & economic disadvantaged narrative – KEY
        • 9 year program
      • No fee
  • Suitability Tool
federal certifications1
Federal Certifications
  • HUBZone
    • Website: http://www.sba.gov/hubzone/
    • U.S. Small Business Administration/SBA oversight
    • Eligibility
      • Headquarters must in an identified HUBZone (Census Track)
      • 35% of company workforce resides in an HUBZone
      • US Citizen
      • Small Business (defined by NAICS)
      • Online application
      • No fee
federal certifications2
Federal Certifications
  • Woman Owned Small Business Program/Economically Disadvantaged Women Owned Small Business Program
    • Website: http://www.sba.gov/WOSB
    • U.S. Small Business Administration/SBA oversight
    • Eligibility
      • 83 NAICS
      • 51% owned, managed and controlled by woman(en) (WOSB)
      • Individual net worth less than $750,000 (EDWOSB)
      • US Citizen
      • Small business (defined by NAICS)
      • Upload documentation into repository
      • Authorize viewing rights when solicitation is released
      • No fee
federal designations
Federal Designations
  • Small Disadvantaged Business (SDB) – self certify
      • Self certification: CCR
      • Eligibility based on socio & economic factors
        • Small business – NAICS/federal government
        • Social factors: designated group i.e. 51% of more owned by African American, Native American, Hispanic American, Asian/Subcontinent American, Asian/Pacific American (US citizen).
        • Economic factors: individual claiming SDB status must own a majority (51% or more) share AND must have a individual net worth of less than $750,000.00 (excluding home and/or business)
      • Subcontracting applicability
federal designation
Federal Designation
  • Veteran Owned Small Business
    • Website: http://www.vetbiz.gov
    • U.S. Veterans Administration(VA) oversight
      • must be small (NAICS)
      • veteran owned with, at least, 51% ownership. DD214
      • Self certification: CCR
  • Service-Disabled Veteran Owned Small Business
    • Website: http://www.vetbiz.gov
    • U.S. Veterans Administration(VA) oversight
    • must be small (NAICS)
    • serviced disabled veteran owned, at least, 51% ownership. DD214
      • Self certification: CCR
  • Additional training program – Federal Contractor Certification
eligibility requirements for all certifications designations key terms owned controlled managed
Eligibility Requirements (for all certifications/designations)Key terms: Owned, Controlled, Managed

Applicable to the majority of certifications

  • OWNED
      • Ethnicity/gender
        • Passport/birth certificate
      • Sole Proprietorship, Partnership, LLC, Corporation
        • Documentation: articles, agreements, etc.
      • Stocks (if applicable)
      • Capital (must have cash investment)
        • No financial spousal contribution (joint account)
        • Takes more than sweat equity
        • Economic narrative or affidavit of same, if applicable
eligibility requirements for all certifications designations key terms owned controlled managed1
Eligibility Requirements (for all certifications/designations)Key terms: Owned, Controlled, Managed
  • CONTROLLED
      • Title – primary power
      • Salary – highest paid employee
      • Independence – no reliance
        • Sharing space – must be paying rental fees
      • Resume – actuality work history
        • Not typical job resume
      • Bank signature cards
        • Spouse - explain
      • Titles/lease (equipment & realty)/loans
        • Looking for owners signature
      • Financial statements
      • Bylaws (governance) & minutes of meetings
        • Majority share for voting control
eligibility requirements for all certifications designations key terms owned controlled managed2
Eligibility Requirements (for all certifications/designations)Key terms: Owned, Controlled, Managed
  • MANAGED
    • Work history/resume
      • Day-to-day operations
      • Experience
      • Technical competency
      • Decision making
    • Bylaws
      • Voting control