SBA’s Social Economic Programs - NC SBTDC | Your ... · 3-12 SBA’s Social Economic Programs...

3-12

www.sba.gov/nc

SBA’s Social Economic

Programs

Daniel Lucero

North Carolina District Office

6302 Fairview Road, Suite 300

Charlotte NC 28210

704-344-6396; [email protected]

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

http://www.fdsys.gov/

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

http://www.sba.gov/

http://www.blnc.gov/

http://www.sam.gov/

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

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)

Service Disabled Veteran

Owned Small Business

http://www.sba.gov/

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 3rd 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

http://www.sba.gov/wosb

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

https://www.acquisition.gov/far/

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

http://www.neco.navy.mil/

Subcontracting Opportunities

SUB-Net

www.sba.gov/subnet

USASpending.gov

FPDS.gov

Resources: FAR 19.7; 13cfr125.3

http://www.sba.gov/subnet

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

http://www.dla.mil/smallbusiness

http://www.sba.gov/nc

http://www.sbtdc.org/

http://www.score.org/

http://www.sba.gov/

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

Seek Additional Assistance

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

SBA Assistance Programs

http://www.sba.gov/goaling

http://www.sba.gov/contracting

http://www.sba.gov/

http://www.sba.gov/size

http://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

http://www.osdbu.gov/

http://www.aptac-us.org/



http://www.business.usa.gov/

http://www.sba.gov/direct

http://www.sba.gov/news

http://www.sba.gov/sbpra

http://www.sba.gov/sbpra

http://www.data.gov/

http://www.usa.gov/

http://www.gao.gov/

http://www.selectusa.gov/

http://www.blnc.gov/

http://www.fdsys.gov/

7a

SBAExpress

Patriot Express

CAPLines

Advantage

Export Financing

SBA Finance Programs

- 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”

http://www.sba.gov/nc

http://www.sba.gov/

www.grants.gov

Federal Grant Programs

Thank you!!

Questions??

Daniel Lucero

North Carolina District Office

6302 Fairview Road, Suite 300

Charlotte NC 28210

704-344-6396

[email protected]

SBA A Year in Review

Daniel Lucero

Business Opportunity Specialist

SBA NC District Office

704 344-6396; [email protected]

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


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 sba.gov/bootstobusiness

• Affordable Care Act: sba.gov/healthcare

healthcare.gov dol.gov/ebsa/healthreform.


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

http://www.govtrack.us/congress/bills/112/hr4310/text



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.






• 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.






• 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.






• Part V--Small Business Concern Size Standards

Sec. 1661. Small business concern size standards.

• Part VI--Contract Bundling

Sec. 1671. Contract bundling.






• 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.






• 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.






• 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.



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: [email protected]

Web site: www.sba.gov www.sba.gov/newsroom www.sba.gov/nc

3-18-2013 www.sba.gov 13

SBA’s Social Economic Programs - NC SBTDC | Your ... · 3-12 SBA’s Social Economic Programs...

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