Washington Metropolitan Area District Office District of Columbia Montgomery County, MD Prince...

Washington Metropolitan Area District Office

• District of Columbia• Montgomery County,

MD• Prince George’s County, MD• Fairfax County, VA

• Loudoun County, VA• Arlington County, VA

• City of Alexandria, VA

• City of Fairfax, VA

U.S. Small Business AdministrationWashington Metropolitan Area

District

SBA’s Certified Contracting Programs

Fundamentals of Government Contracting

Federal Procurement

Small Businesses: 23%

Service-Disabled Vets: 3%

SDB: 5%

Women-owned: 5%

HUBZone: 3%

PROCUREMENT TARGETS:

$500 Billion +

per year

General SBA Size StandardsManufacturing 500 to 1,500 employeesWholesaling 100 employeesServicing $4.5 Million/ $35.5

MillionRetailing $7 Million / $35.5

MillionConstruction $7 Million /33.5 MillionAgriculture $750,000 / $17.5

Million

SBA will examine:Personal income for the past three yearsPersonal net worthFair market value of all assetsSpouse’s financial condition, in certain

circumstances

Determining Economic Disadvantage

Self-Certified:

Small Disadvantaged Businesses

Service Disabled Veteran-Owned Businesses

Women-Owned Small Businesses

SBA-Certified:

HUBZone Empowerment Contracting Program

8(a) Business Development Program

Next: Determine if you qualify for a Small Business Contractor

Certification

WOSB Program: Who is eligible?

Size: Must be small according to SBA size standards

Ownership: Must be at least 51% directly and unconditionally owned by a woman or women

Citizenship: Majority owner or owners must be U.S. citizens

Management: Control and day-to-day management must be in hands of a woman or women

WOSB Program: EDWOSB

An Economically-Disadvantaged Woman-Owned Small Business (EDWOSB) is a WOSB which is owned by a woman or women whose:

Personal Net Worth < $750,000

Average Annual Income < $350,000

Total Assets < $6,000,000 (including primary residence and business)

Women Owned Small Business Program

83 Industry

Women Owned Small Business (WOSB)217 Industries substantially under-represented

Economically Disadvantaged Women Owned Small Business (EDWOSB)157 Industries “Under Represented”

NAICS Codes EDWOSB221310 EDWOSB $4M Water Supply and Irrigation Systems 221320 EDWOSB $4M Sewage Treatment Facilities 221330 EDWOSB $4M Steam and Air-Conditioning Supply 236116 EDWOSB $4M New Multifamily Housing Construction236118 EDWOSB $4M Residential Remodelers

237110 EDWOSB $4M Water and Sewer Line and Related Structures Construction

237120 EDWOSB $4M Oil and Gas Pipeline and Related Structures Construction

237130 EDWOSB $4M Power and Communication Line and Related Structures Construction

238110 EDWOSB $4M Poured Concrete Foundation and Structure Contractors

238120 EDWOSB $4M Structural Steel and Precast Concrete Contractors 238130 EDWOSB $4M Framing Contractors 238140 EDWOSB $4M Masonry Contractors 238150 EDWOSB $4M Glass and Glazing Contractors 238160 EDWOSB $4M Roofing Contractors 238170 EDWOSB $4M Siding Contractors

NAICS Codes WOSB

541820WOS

B $4M Public Relations Agencies

541830WOS

B $4M Media Buying Agencies

541711WOS

B $4M Research and Development in Biotechnology

562219WOS

B $4M Other Nonhazardous Waste Treatment and Disposal

541191WOS

B $4M Title Abstract and Settlement Offices

541850WOS

B $4M Display Advertising

611420WOS

B $4M Computer Training

611710WOS

B $4M Educational Support Services

517110WOS

B $4M Wired Telecommunications Carriers

812910WOS

B $4M Pet Care (except Veterinary) Services

541211WOS

B $4M Offices of Certified Public Accountants

541213WOS

B $4M Tax Preparation Services

611430WOS

B $4M Professional and Management Development Training

562111WOS

B $4M Solid Waste Collection

811213WOS

B $4M Computer Office and Machine Repair

812930WOS

B $4M Parking Lots and Garages

First You Must Login Into GLSGeneral Login System Web Address: https://eweb.sba.gov/gls/

Enter your Information and hit “Login”If you do not

have a GLS account,

click here for instructions on how to

get an account

Then, accept the Terms and Conditions

Click “OK”

In GLS, You Must Request Access to WOSB Repository

Click Access to gain entry to WOSB

Repository

Requesting Access to the WOSB Repository (cont’d)

Click WOSBPRMake sure “Business

Owner” is selected and your company will be

listed by its DUNS Number

Click Submit

Requesting Access to the WOSB Repository (cont’d)

Click WOSBPRMake sure “Business

Owner” is selected and your company will be

listed by its DUNS Number

Click Submit

Using the WOSBPR

Read Disclaimer and Directions on

how to use WOSBPR

Click “Help” for additional help features

How to Upload DocumentsClick “Upload” to upload

new documents

How to Upload and Categorize Documents

Click “Add file(s)” to upload new

documents. Note that only .pdf or .zip files

are accepted

Click “Tips” for additional help

How to Upload and Categorize Documents (cont’d)

Click “Upload file(s)” when all documents have been selected

Select which kind of document you are

uploading

Self-Certification:Required Documents to upload Copies of birth certificates, Naturalization papers, or unexpired passports for owners

who are women; Copy of the joint venture agreement, if applicable; For limited liability companies:

Articles of organization (also referred to as certificate of organization or articles of formation) and any amendments; and

Operating agreement, and any amendments; For corporations:

Articles of incorporation and any amendments; By-laws and any amendments; All issued stock certificates, including the front and back copies, signed in accord

with the by-laws; Stock ledger; and Voting agreements, if any;

For partnerships, the partnership agreement and any amendments; The assumed/fictitious name (doing business as) certificate(s); and A copy of the WOSB Program Certification – WOSBs only. For EDWOSBs, in addition to the above, SBA Form 413, Personal Financial

Statement, available to the public at http://www.sba.gov/tools/Forms/index.html, for each woman claiming economic disadvantage and a copy of the WOSB Program Certification – EDWOSBs instead of the WOSB Program Certification –WOSBs.

3rd Party Certification:Required Documents to upload A copy of the Third Party Certification to the WOSB

Program Repository prior to initial offer. A copy of the joint venture agreement, if applicable to

the requirement. A signed copy of the Women-Owned Small Business

Program Certification (WOSB or EDWOSB). Any additional documents as requested by SBA in

writing that are necessary to satisfy the WOSB Program requirements in the event of a program examination or protest.

**NOTE: The repository should be updated anytime your documents are amended or updated.

How to View Your Uploaded Documents

Business View allows

you to see all your

uploaded documents

Click on your

business to see your

documents

How to View Your Uploaded Documents (cont’d)

Documents that you have uploaded.

How to Authorize Access to a Contracting Officer

Fill in blue boxes in order to authorize a contracting officer to view your uploaded

documents, then click “Authorize”

Click “Authorize”

button

Note that if you do not see your contracting officer, inform them that they must register

How to use Solicitation View

Click “Solicitation View” to see your solicitations

For More Information

Visit www.sba.gov/wosb View the compliance guide Contact SBA answer desk:

1-800-U-ASK-SBA (1-800-827-5722)Answer Desk TTY: (704) 344-6640 [Spanish]Email: wosb@sba.gov

Visit Local Resources Small Business District Offices

Find your local office at: http://www.sba.gov/about-offices-list/2 Women’s Business Centers

Find your local center at: http://www.sba.gov/content/womens-business-centers

Small Business Development CentersFind your local center at: http://www.asbdc-us.org/

Procurement Technical Assistance CentersFind your local center at: http://www.aptac-us.org/new/

Who is Socially and Economically

Disadvantaged? Socially disadvantaged persons have been subjected to racial or ethnic prejudice or cultural bias because of their identities as members of groups.

People are economically disadvantaged if their ability to compete in the free enterprise system has been impaired due to diminished access to capital and credit.

8(a) EligibilityUnited States citizen

Socially & economically disadvantaged

Own unconditionally at least 51% of concern

Control & manage concern on full-time basis

Good character - not debarred, suspended, parole or probation

Two (2) years business history in primary industry classification, as shown with tax returns (may sometimes be waived)

Business must be small per SBA’s size standards

Program enrollment = 9 years

Program participation divided into 2 stages:

Year 1 – 4 Developmental Year 5 - 9 Transitional

Must maintain eligibility throughout enrollment

8(a) Business Development Program

8(a) Eligibility Criteria

• Owner income less than $250,000 (which must not exceed $350,000)

• Business owner’s net worth may not exceed $250,000. (which must not exceed $750,000 )

Personal Net Worthless Equity in primary residenceless Equity in business equals Adjusted Net Worth

(Total assets which must not exceed $6,000,000 including business and primary residence)

*when married, separate statements from each spouse to show each

individual’s joint or community property shares and separate property.

HUBZone Empowerment Contracting Program

Designed to simulate economic development

and create jobs in urban and rural

communities.

HUBZone = Historically Underutilized Business

HUBZone Requirements

Must be a SMALL business

Concern must be owned and controlled only by US citizens

Principal office of the concern must be located in a HUBZone; and

At least 35% of the concern’s employees must reside in a HUBZone

Self-Certified Contracting Programs

Small Disadvantaged Businesses (SDB)

Service-Disabled Veteran-Owned Businesses(SDVOB)

Women-Owned Small Businesses (WOSB)

SDB Eligibility Criteria

After excluding the individual’s equity in the firm and equity in the primary residence, business owner’s net worth may not exceed $750,000.*

Personal Net Worthless Equity in primary residenceless Equity in business equals Adjusted Net Worth (which must not exceed $750,000 )

*when married, separate statements from each spouse to show each

individual’s joint or community property shares and separate property.

SDVOB Program: Who is Eligible?

Size: Must be small according to SBA size standards

Ownership: Must be at least 51% directly and unconditionally owned and

controlled by one or more service-disabled veterans

Documentation: Owner(s) must have rating letter from VA

Status: Owner(s) must have Form DD-214 indicating honorable discharge

If the disadvantaged individual owner(s) of the 8(a) firm are called to active military status, SBA will no longer terminate the firm.

Firm may elect to: be suspended from program participation until

original owner returns from duty (nine-year clock stops during suspension, resumes from that point), or

For Military Service

First Thing To Do – Get Registered

Obtain a free “DUNS Number” that will identify your business to the federal government by visiting Dun & Bradstreet webpage at www.dnb.com

Determine your Primary NAICS Code (North American Industry Classification System) www.census.gov/naics/

In order to win federal contracts, your business must be registered in the federal government’s Central Contractor Registration (CCR) database atwww.ccr.gov (update at least annually)

Online Representations and Certifications Application (ORCA) https://orca.bpn.gov/ (update at least annually)

Can link to all of the above websites through http://www.acquisition.gov/ http://www.sam.gov

First Thing To Do – Get Registered

Federal Contracting Opportunities

Federal Business Opportunity (FedBizOpps) - Buying requirements - Solicitation for $25,000 or greater - Details on how and when vendors should respond

GSA Schedules Program - State and Local - Provide Training for Vendors - Increase Sells

Contracting Research DataFederal Procurement Data System (www.fpds.gov) - What agencies have contracts with whom - What they brought - Which contractors have contracts

USA Spends – (www.usaspending.gov) - Names of the entity receiving the awards - Amount of the Award - General identifier of the awardees

Procurement Technical Assistance Centers (PTACs):

Created by Congress to help businesses successfully compete for federal, state and local government contracts.

Funded through Cooperative agreements between DoD and state/local entities

Local Resources:Northern Virginia PTAC

http://www.novaptac.orgMason Enterprise Center, Fairfax VA

Maryland Procurement Technical Assistant Programhttp://www.mdptap.umd.eduUniversity of Maryland, College Park MD

Other Resources:

Shuraie L. MackinEconomic Development Specialist

(202) 205-6392

shuraie.mackin@sba.gov

www.sba.gov/dc

Washington Metropolitan Area District Office District of Columbia Montgomery County, MD Prince...

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