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U.S. Small Business Administration North Carolina District Office 6302 Fairview Road, Suite 300 Charlotte, NC 28210-2227 Government Contracting Division (704) 344-6590 1-800-827-5722 3/2006. FEDERAL CONTRACTING OPPORTUNITIES. FIRST SESSION (CaSandra Smith-Gatlin)

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slide1
U.S. Small Business Administration

North Carolina District Office

6302 Fairview Road, Suite 300

Charlotte, NC 28210-2227

Government Contracting Division

(704) 344-6590

1-800-827-5722

3/2006

federal contracting opportunities
FEDERAL CONTRACTING OPPORTUNITIES

FIRST SESSION (CaSandra Smith-Gatlin)

  • 8(a) Business Development Program
  • Small Disadvantaged Business Program
  • Surety Bond Program (Contract Support)

SECOND SESSION (Theresa Singleton)

  • HUBZone Empowerment Program
  • Woman-owned business
  • Veteran-owned business
size standards www sba gov size
SIZE STANDARDSwww.sba.gov/size/

North American Industry Classification System (NAICS)

Region IV Size Standard Specialist (404) 331-7587

(GENERAL EXAMPLES – MUST BE LOWER THAN)

  • Manufacturers: 500 Employees*
  • Wholesalers: 100 Employees*
  • Retail Trade: $ 6 million **
  • Business & Personal

Services: $6 million**

  • Agriculture: $750,000**
  • General & Heavy

Construction $28.5 million**

  • Dredging: $17 million**
  • Special Trade: $12 million**

*Based on average over previous 12 months

**Based on average over previous 3 fiscal year

socially disadvantaged 13 cfr 124 103
SOCIALLY DISADVANTAGED13 CFR 124.103
  • Racial or ethnic prejudice
  • Cultural bias
  • Presumption on the following groups: African American, Asian Pacific American, Hispanic American (includes individuals of Spanish & Portuguese descent),Native American, & Subcontinent Asian American
  • Proof of disadvantage status for non-designated groups:
    • Objective feature - color, ethnic origin, gender, physical handicap or geographic environment - personal experiences only in America
    • Personal Experience
    • Experiences in American Society
    • Substantial and chronic (quality and quantity)
    • Negative Impact (entry & advancement in business world)
    • SBA considers education, employment and business history, where applicable in each case
socially disadvantaged 13 cfr 124 1035
SOCIALLY DISADVANTAGED13 CFR 124.103

TYPES OF EVIDENCE

  • Court/Administrative Findings of Discrimination
  • Affidavits/Statements sworn under oath
  • Documentary evidence supporting assertions including:
  • Personnel records
  • Payroll records
  • Rejection letters on job applications
  • Denials of credit application
  • Documents relating to rejected contract offers
  • Records memorializing meetings, conversations, etc.
  • Documents setting forth discriminating policy(ies)
  • Evidence showing generalized patterns against non-designated group
economic disadvantaged 13 cfr 124 104
ECONOMIC DISADVANTAGED13 CFR 124.104

After excluding the individual’s equity in the firm and equity

in the primary residence, net worth may not exceed

$250,000

NET WORTH

less equity in primary residence

less equity in business

equals adjusted net worth

  • Individual’s average two-year income
  • Fair market value of all assets
  • Access to credit and capital
  • Financial condition of the applicant firm
  • Assets transferred to immediate family for less than market value (within two years)

Exclusions: Transfers for Education, medical expenses, certain forms of essential support and special occasions (birthdays, graduations, anniversaries, and retirements)

8 a business development www sba gov 8abd8
8(a) BUSINESS DEVELOPMENTwww.sba.gov/8abd/
  • Nine (9) Years
  • U.S. Citizen or:

Indian Tribe, Alaskan Native Corporation or Native Hawaiian Origin

  • Good character
  • Potential for Success
  • Small business

www.sba.gov/size/

  • At least 51% owned and controlled by Socially and Economically Disadvantaged individual(s)
8 a business development benefits
8(a) BUSINESS DEVELOPMENTBENEFITS
  • Special Government Contracting Opportunity (Sole Source)
  • Mentor/Protégé Agreement
  • Joint Venture Agreement
  • Exclusive Training Opportunities (7j)
  • Business Development Specialist (BDS)
  • SDB certified (automatically)
potential for success
POTENTIAL FOR SUCCESS
  • Financial Capability
  • Managerial and technical capability
  • Qualified to perform on federal contracts
  • Proof of two years operation (tax returns)
two year waiver rule for 13 cfr 124 107
TWO-YEAR WAIVER RULE FOR:13 CFR 124.107
  • Substantial demonstration of business management experience
  • Demonstrated technical expertise to carry out business plan
  • Adequate capital
  • Record of successful performance on contracts
  • Ability to obtain the personnel, facilities, equipment, and any other requirements to perform on contracts
8 a certification online www sba gov 8abd
8(a) CERTIFICATION – ONLINEwww.sba.gov/8abd
  • Central Contracting Registration (CCR) www.ccr.gov
    • “Start a New Registration”
    • DUNS Number 1-866-705-5711
    • DUNS Number (www.dnb.com)
    • Include your email address and references
    • Must update every 18 months
    • 24-72 hour wait before application process
  • General Log-in System (GLS)
    • “Register for an Account”
  • Authorization Form
    • Download, Sign, and Send to:

San Francisco DPCE

455 Market Street, 6th Floor

San Francisco, CA 94105

(415) 744-0328

8 a certification online continued
8(a) CERTIFICATION – OnlineContinued
  • Log into 8(a)/SDB Application
  • Complete Application
  • Submit duplicate copies of all documentation
  • DPCE reviews application for completeness & advises firm of deficiencies within 15 days
  • Applicant must respond to any deficiencies within 15 days
  • SBA will normally make a decision within 90 days
  • If declined, applicant has 45 days to request reconsideration
  • If declined, applicant must wait 12 months
small disadvantaged business www sba gov sdb
SMALL DISADVANTAGED BUSINESSwww.sba.gov/sdb/
  • Small business

www.sba.gov/size/

  • At least 51% owned and controlled

Socially and Economically Disadvantaged

  • Personal Net Worth can not exceed $750,000
  • U.S. Citizen or:

Indian Tribe, Alaskan Native Corporation or Native Hawaiian Origin

small disadvantaged bus benefits
SMALL DISADVANTAGED BUS. BENEFITS
  • Office of Small and Disadvantaged Business Utilization (SADBU)

www.osdbu.gov/

  • 5% Goal (procuring agencies & prime contractors)
  • Price Evaluation Adjustment (PEA)

(Up to 10%)

Optional Form 312

  • Subcontracting Incentives

Optional Form 312

small disadvantaged business online www sba gov sdb
SMALL DISADVANTAGED BUSINESSOnline – www.sba.gov/sdb
  • Submit duplicate copies of all documentation including initial application and for SDB recertification
  • Online Application Process – Same as 8(a) Application Process
  • Authorization Form
    • Download, Sign, and Send to:

Office of Small Disadvantaged Business

Certification and Eligibility

409 3rd Street, SW, 8th Floor

Washington, DC 20416

(202) 619-1850 or [email protected]

after you submit the application
AFTER YOU SUBMIT THE APPLICATION
  • OSDBCE reviews application for completeness & advises firm of deficiencies within 15 days
  • Incomplete applications are returned
  • OSDBCE will make a decision within 75 days
small disadvantaged business re certification
SMALL DISADVANTAGED BUSINESS (RE-CERTIFICATION)
  • Re-certification is required every three (3) years if not 8(a) Certified.
  • All applications for re-certification must include:
  • SBA Form 1010 - 8(a) and SDB Application
  • SBA Form 413 - Personal Financial Statement
  • 2 years personal tax returns
  • 3 years business tax returns
  • Updated business financials, and
  • Statement that no change of ownership has occurred since the original application was filed. However, if there has been a change of ownership, then the applicant must submit a new application.
surety bond program http www sba gov financing bonds whatis html
SURETY BOND PROGRAMhttp://www.sba.gov/financing/bonds/whatis.html
what is an sba surety guarantee
WHAT IS AN SBA SURETY GUARANTEE?
  • An agreement between a surety company and the SBA.
  • SBA assumes a predetermined percentage of loss should the contractor breach terms of the contract.
  • Guarantee strengthens small contractor’s ability to compete within the free enterprise system.
surety bond program
SURETY BOND PROGRAM
  • Guarantee bid, performance and payment bonds for contracts up to $2.0 million for eligible small contractors.
  • Guarantees surety companies against a percentage of losses sustained as a result of a contractor’s default on a guaranteed bid, payment or performance bond.
types of bonds
TYPES OF BONDS
  • Bid – Guarantees bidder will enter into & furnish required payment and performance bonds.
  • Payment – Guarantees payment from the contractor to furnish labor, materials, equipment and/or supplies for performance on contract.
  • Performance – Guarantees contractor will perform in accordance with its terms.
  • Ancillary- Bonds that are incidental and essential to the performance of the contract.
how to obtain a bond
HOW TO OBTAIN A BOND
  • Small business meeting the Surety’s bonding qualifications.
  • Construction/Service contractors can meet SBA’s size standards if average annual receipts do not exceed $6 million.
  • Must complete:
  • SBA Form 994 “Application for Surety Bond Guarantee Assistance”
  • SBA 912 “Statement of Personal History”
  • SBA 994F “Schedule of Uncompleted Work on Hand”
  • SBA 1624 “Certification Regarding Debarment and Suspension”
  • A Contractor must:
    • Find a participating agent;
    • Provide the agent with credit, capacity, and character information.
  • A Surety Bond Agent will:
    • Evaluate the contractor’s information and decide if the SBA guarantee is needed;
    • Request SBA’s guarantee or issues bond unilaterally.
what costs are involved
WHAT COSTS ARE INVOLVED?

SBA Charges:

  • No charge for application or bid bond guarantee
  • Charges the Surety company 20% of the premium that the Surety Company charges the contractor for performance, payment and ancillary bonds. (Increases to 32% on 4/3/2006)
  • Charges the contractor 6$ per every $1,000 of the contractor amount.

SURETY COMPANY CHARGES:

  • The contractor between 1 and 3 percent of the contract price.
nc women s business centers
NC WOMEN’S BUSINESS CENTERS

Asheville

Durham

Fayetteville WWW.ONLINEWBC.GOV/WBC.PDF

important internet sites
IMPORTANT INTERNET SITES
  • Federal Acquisitions Regulations

www.arnet.gov/far/

  • Code of Federal Regulations 13 Part 124

http://www.sba.gov/library/cfrs/13cfr124.html

  • FedBizOpps

www.fedbizopps.gov

  • SBA Homepage

www.sba.gov/nc/

partners in business development
PARTNERS IN BUSINESS DEVELOPMENT

Commercial Marketing Rep. (CMR)

Mary Ann Korre

(404) 331-7587 [email protected]

  • Procurement Center Rep. (PCR)

Larry Mallory

(919) 541-7895 [email protected]

  • SBA’S Resource Partners
small business and technology development centers sbtdc
SMALL BUSINESS AND TECHNOLOGY DEVELOPMENT CENTERS (SBTDC)

Asheville Greenville

Boone Hickory

Chapel Hill Pembroke

Charlotte Raleigh

Cullowhee Rocky Mount

Elizabeth City Wilmington

Fayetteville Winston-Salem PTACs

Greensboro WWW.SBTDC.ORG/

ptac counselors www sbtdc org
PTAC COUNSELORSwww.sbtdc.org

Procurement Technical Assistance Centers

  • Understand solicitation requirements;
  • Can locate specifications and standards;
  • Assist with registration in Central Contractor Registration (CCR);
  • Identify opportunities for your product/service; and
  • Provides seminars and workshops on:
  • How to do business with the government
  • How to prepare bids and proposals
  • How to participate in electronic commerce with the government.
service corps of retired executives score
SERVICE CORPS OF RETIRED EXECUTIVES (SCORE)

Asheville High Point

Asheboro Kill Devil Hills

Chapel Hill Morehead City

Charlotte New Bern

Durham Raleigh

Greensboro Southern Pines

Hendersonville Wilmington WWW.SCORE.ORG/

sba alternate work site employees
SBA ALTERNATE WORK SITE EMPLOYEES
  • WESTERN NORTH CAROLINA

Mike Arriola

29 Haywood Street

Asheville, NC 28801

(828) 225-1844 [email protected]

  • EASTERN NORTH CAROLINA

Arline Brex

509 Cornelius Harnett Drive

Wilmington, NC 28401

(910) 202-0494 [email protected]

  • TRIANGLE & NORTHEASTERN NORTH CAROLINA

Ivan Hankins

3434 Kildaire Road, #205

Cary, NC 27511

(919) 363-3215 [email protected]

u s small business administration
U.S. SMALL BUSINESS ADMINISTRATION

North Carolina District Office

Government Contracting Division

6302 Fairview Road, Suite 300

Charlotte, North Carolina 28210

CaSandra Smith-Gatlin

[email protected]

(704) 344-6590, Ext. 1118

contracting opportunities continued

Contracting Opportunities Continued

Presented by

Theresa Singleton

Deputy District Director

U.S. Small Business Administration

South Carolina District Office

session two
SESSION TWO

Contracting Opportunities

  • Service Disabled Veteran-Owned Businesses
  • HUBZone Empowerment Program
  • Women-Owned Businesses
service disabled veteran owned business program
Service Disabled Veteran Owned Business Program
  • On May 5, 2004, Interim Final Rule established a sole source and set-aside program for service-disabled veteran-owned small business concerns (SDVO SBC).Federal Register Vol 69, No. 87, p. 25262
eligibility requirements
ELIGIBILITYREQUIREMENTS
  • The SDV must have a service-connected disability that has been determined by the Dept of Veterans Affairs or DOD
  • The SDVO SBC must be small under the NAICS code assigned to the procurement
  • The SDV must unconditionally own 51% of the SDVO SBC
eligibility requirements38
ELIGIBILITYREQUIREMENTS
  • The SDV must control the management and daily operations of the SDVO SBC
  • The SDV must hold the highest officer position in the SDVO SBC

13 CFR § § 125.8 – 125.10/FAR Part 19.1403(a) - (b)

types of contracts
SERVICE DISABLED VETERAN-OWNED BUSINESS PROGRAM

TYPES OF CONTRACTS

SET-ASIDES

SOLE SOURCE

SIMPLIFIED ACQUISITIONS

set aside requirements
SET-ASIDE REQUIREMENTS

A Contracting Officer (CO) may set-aside requirements if:

  • The requirement is not exempted from SDVO contracting.
  • The contracting officer considers setting aside the requirement for 8(a), HUBZone, or SDVO SBC participation before considering setting aside the requirement as a small business set-aside.
  • There is a reasonable expectation that at least two responsible SDVO SBCs will submit offers; and
  • The award can be made at a fair market price.

13 CFR § 125.19/FAR Part 19.1405(a) – (b)

sole source contracts
SOLE SOURCE CONTRACTS

A CO may award a sole source contract if:

  • The requirement is not exempted from SDVO contracting and cannot be set-aside.
  • The CO does not have a reasonable expectation that at least two responsible SDVO SBCs will submit offers.
  • The anticipated award price of the contract, including options, will not exceed:
    • $5.0M for manufacturing requirements
    • $3.0M for all other requirements
  • Award can be made at a fair market price.

13 CFR § 125.20/FAR Part 19.1406

simplified acquisition threshold
SIMPLIFIED ACQUISITION THRESHOLD

If the requirement is at or below the simplified acquisition

threshold, the CO may set-aside the requirement for

consideration among SDVO SBCs using simplified

acquisition procedures or may award a sole source

contract to an SDVO SBC.

13 CFR § 125.21

hubzone empowerment program
HUBZone Empowerment Program
  • The HUBZone Empowerment Contracting program was enacted into law as part of the Small Business Reauthorization Act of 1997
  • The program encourages economic development in historically underutilized business zones - "HUBZones" - through the establishment of preferences.
hubzone empowerment program44
HUBZone Empowerment Program
  • SBA's HUBZone program is in line with the efforts of both the Administration and Congress to promote economic development and employment growth in distressed areas by providing access to more Federal contracting opportunities.
hubzone empowerment program45
HUBZone Empowerment Program
  • The US Small Business Administration (SBA) regulates and implements the program and
    • Determines which businesses are eligible to receive HUBZone contracts,
    • Maintains a listing of qualified HUBZone small businesses that Federal agencies can use to locate vendors, adjudicates protests of eligibility to receive HUBZone contracts, and
    • Reports to the Congress on the program's impact on employment and investment in HUBZone areas.
eligibility requirements46
Eligibility Requirements
  • A small business must meet all of the following criteria to qualify for the HUBZone program:
        • it must be located in a "historically underutilized business zone" or HUBZone.
        • it must be owned and controlled by one or more US Citizens, and
        • at least 35% of its employees must reside in a HUBZone.
definition of a hubzone
Definition of a HUBZone
  • A "HUBZone" is an area that is located in one or more of the following:
        • a qualified census tract (as defined in section 42(d)(5)(C)(i)(I) of the Internal Revenue Code of 1986);
        • a qualified "non-metropolitan county" (as defined in section 143(k)(2)(B) of the Internal Revenue Code of 1986) with a median household income of less than 80 percent of the State median household income or with an unemployment rate of not less than 140 percent of the statewide average, based on US Department of Labor recent data; or
        • lands within the boundaries of federally recognized Indian reservations.
hubzone set aside
HUBZone Set-Aside
  • A competitive HUBZone contract can be awarded if the contracting officer has a reasonable expectation that at least two qualified HUBZone small businesses will submit offers and that the contract can be awarded at a fair market price.
sole source awards
Sole Source Awards
  • A sole source HUBZone contract can be awarded if the contracting officer does not have a reasonable expectation that two or more qualified HUBZone small businesses will submit offers, determines that the qualified HUBZone small business is responsible, and determines that the contract can be awarded at a fair price.
sole source limitations
Sole Source Limitations
  • The government estimate cannot exceed $5 million for manufacturing requirements or $3 million for all other requirements.
preference for hubzone certified
Preference for HUBZone Certified
  • A full and open competition contract can be awarded with a price evaluation preference. The offer of the HUBZone small business will be considered lower than the offer of a non-HUBZone/non-small business-providing that the offer of the HUBZone small business is not more than 10 percent higher
how to apply for hubzone certification
How to Apply for HUBZone Certification
  • Electronic application on website:
    • http:/www.sba.gov/hubzone
    • or contact:
    • U.S. Small Business AdministrationHUBZone Empowerment Contracting Program409 third Street, SW - 8th FloorWashington, DC 20416(202) 205-8885
procurement preference goaling program
Procurement Preference Goaling Program
  • To ensure that small businesses get their fair share of federal contracts, the SBA negotiates annual procurement preference goals with each Federal agency and reviews each agency's results. The SBA is responsible for ensuring that the statutory government-wide goals are met in the aggregate. The statutory goals are as follows:
slide54
23 percent of prime contracts for small businesses;
  • 5 percent of prime and subcontracts for small disadvantaged businesses;
  • 5 percent of prime and subcontracts for women-owned small businesses;
slide55
1.0 percent of prime contracts for HUBZone small businesses for FY1999 and not less than 1.5 percent for FY2000, 2 percent for FY2001, and 2.5 percent for FY2002 and 3 percent for FY2003 and each year thereafter;
  • 3 percent of prime and subcontracts for service-disabled veteran-owned small businesses.
woman veteran owned business definition
WOMAN & VETERAN-OWNED BUSINESS (DEFINITION)
  • At least 51% owned and controlled
  • Small business

www.sba.gov/size/

  • Self-certification

NWBOC – www.nwboc.org/ (women)

VIP – www.va.gov/vetbiz/ (veterans)

finding opportunities south carolina buying activities
Finding Opportunities South Carolina Buying Activities

Go to www.sbaguides.com – Pages 32-33

partners in business development58
PARTNERS IN BUSINESS DEVELOPMENT

South Carolina Procurement Center Rep. (PCR)

Miller, Ridgely E CIV (SPAWARSYSCEN Charleston) [[email protected]]

843-820-5724

sc women s business centers
SC WOMEN’S BUSINESS CENTERS

817 Calhoun St.

Columbia, SC, 29201

803-461-8900

5900 Core Drive, Suite 104

Charleston, SC 29406

843-740-6160

small business development centers sbdc
SMALL BUSINESS DEVELOPMENT CENTERS (SBDC)

Aiken Orangeburg

Beaufort Rock Hill

Charleston Spartanburg

Clemson

Columbia

Florence

Greenville

Greenwood

Hilton Head/Bluffton

Myrtle Beach

PTAC Locations

service corps of retired executives
SERVICE CORPS OF RETIRED EXECUTIVES

Aiken Myrtle Beach

Anderson Orangeburg

Beaufort Spartanburg

Charleston Sumter

Columbia

Greenville

Greenwood

Hartsville

Hilton Head

summary
Summary

How the Government Buys

  • Full & Open Competition
  • Set-Asides 8(a), HUBZone, Service Disabled Veteran Owned & Small Business
  • Price Evaluation Preferences:
    • SDB - 10%
    • HubZone - 10%
  • Goals for Underutilized
slide63
U.S. Small Business Administration

South Carolina District Office

1835 Assembly Street, Suite 1425

Columbia, SC 29201

803-765-5377

www.sba.gov/sc 3/2006

slide64
U.S. Small Business Administration

North Carolina District Office

6302 Fairview Road, Suite 300

Charlotte, NC 28210-2227

Government Contracting Division

(704) 344-6590

1-800-827-5722

3/2006

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