Small Business Development Ctr. at the University of Central Management Services/CMS (FBE/MBE/PBE) • Florida Department of Transportation/IDOT (DBE) ... – Dependent on the evaluating

HelpingBusinessesGrow&Succeed

SmallBusinessDevelopmentCtr.attheUniversityofWestFlorida

GovernmentMarketingSpecialist• JohnDiGiacomo• De-Jock-A-Mo

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CERTIFICATIONS/VALIDATIONSWBE,MBE,

DBE,8AANDHUBZONE,WOSB,EDWOSBVeteran/ServiceDisabledVeteran,SmallDisadvantagedBusiness

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CertificationOverview• Local

• Cityof?(WBE/MBE/DBE)– feebased• ?County(WBE/MBE)• Women�sBusinessDevelopmentCenter/WBDC(WBE)– feebased

• MinorityBusinessDevelopmentCenter/CMBDC(MBE)– feebased• State

• CentralManagementServices/CMS(FBE/MBE/PBE)• FloridaDepartmentofTransportation/IDOT(DBE)

– (actual:varietyofdifferentagencies,IDOT)• Federal

– 8aBusinessDevelopmentProgram– HUBZone Program– WomenOwnedSmallBusiness(WOSB/EDWOSB)– VeteranOwned/ServiceDisabledVeteranOwned(validation)– SmallDisadvantagedBusiness(selfcertify)


CertificationBasics• Certificationsareinplace,nomatterthelevelofgovernment,topromote

economicdevelopmentwithinspecificpreferencegroups.• Governmentalagenciesmayhaveprocurementrulesinplacewithidentified

goalsforadiversebusinesspopulation.

Certificationdoesnotguaranteethatyouwillbeawardedacontract!!

Cityof(insertyourcity):25%MBE/WBE?Somecitiesdonothaveanygoals.(insert)County:25%MBE,10%WBE,somecountiesdonothaveanygoalsFlorida:20%MBE/WBE/PBEFederal:8a– 5%,WOSB– 5%,HUBZone – 3%,SDVOSB– 3%– Formalprocessisrequired.Applicationandadditionaldocumentation.– Dependentontheevaluatingofficeasitevisitmayberequired.– Specificcertificationsarerequiredatspecificlevelsofgovernmenti.e.federalgovernment

doesnotrecognizeMBEcertification.– Mostbasiceligibilityfactor:mustbe,atleast,51%ownedbyindividualclaimingstatusi.e.

minority,woman,etc.


LocalCertifications

• Cityof(insert)(WBE,MBE,DBE)– Website:https:

$250.00applicationfee– Contractinggoal– UniversalApplication– 5yearwithannualnochangeprocess

• Countyof(insert)(WBE,MBE)– Website:http?– Nofee– Contractinggoal– UniversalApplication– 3yearwithannualnochangeprocess


Private/LocalCertifications(subcontracting)

• Women�sBusinessDevelopmentCenter/WBDC(WBE)– Website:http://www.wbdc.org– $350.00applicationfee– Subcontracting– Annualrenewal(approx.$250.00fee)


StateCertification


MinorityBusinessDevelopmentProgramsinFlorida


STATECERTIFICATIONcont.• StepOne: Thefirststeptocertificationisto registerasanew

vendor on MyFloridaMarketPlace.com, thestate'sprocurementwebsite,ifyouarenotonealready. Duringthisprocess,youwillbeasked"IfyouareseekingMinorityBusinessCertification."Intheoptionsprovidedinthatstep,youwillwantto indicatewhichcertificationsmayapplytoyourbusinessbyselectingthedesignation(s)inthe"Non-Certified"column.Formoreinformationaboutregisteringyourbusinesswiththestate,visit MyFloridaMarketPlaceVendors.

• StepTwo: Reviewthe RequiredDocumentationList andgatherallofyournecessaryrequireddocumentation.

• StepThree:Mail,fax,orscanandemailallofyoursupportingdocumentationtothe OfficeofSupplierDiversity.


CertificationRequiredDocuments

– TheOfficeofSupplierDiversitycertifieswoman-,Veteran-,andminority-ownedbusinesses.Thefollowingrequirementsmustbeestablishedforcertification:

– 51%ownedandmanagedbyminority,womanorveteran

– PermanentresidentofFlorida– Registeredin MyFloridaMarketPlace– Networthlessthan$5million– Fewerthan200employees– BusinessdomiciledinFlorida

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StateCertification• MyFloridaMarketPlace

– Websitehttp://www.dms.myflorida.com/business_operations/state_purchasing Nofee

– Contractinggoals– FloridaVendor

RegistrationMyFloridaMarketPlacehttps://vendor.myfloridamarketplace.com/vms-web/spring/login?execution=e2s1


TheFeds


Firstthingtodo

• Areyousmall?– KnowyourNAICSCodes

• www.sba.gov/size

– GetaDUNSNumber• www.dnb.com/us

– RegisterwithFederalGovernment• www.sams.gov• ReviewtheDynamicSmallBusinessSearch

– http://dsbs.sba.gov/dsbs


DynamicSmallBusinessSearch


FederalCertifications

• 8aBusinessDevelopmentProgram– Website:

http://www.sba.gov/aboutsba/sbaprograms/8abd/index.html– U.S.SmallBusinessAdministration/SBAoversight– Eligibility

• Preponderanceofevidence�social&economicallydisadvantaged�

• 2yearsinbusiness(withrevenues)• Individualnetworthlessthan$250,000• USCitizen• Smallbusiness(definedbyNAICS)• Formalonlineapplication

– Social&economicdisadvantagednarrative– KEY– 9yearprogram– NOrenewals

• Nofee• SuitabilityTool


USDOT– DisadvantagedBusinessEnterprise(DBE)

• Federalcertificationwith LOCALcertifiers• IDOT,Metra,PACE,CTA,MajorCities

• Nofee,usually!• 8acertifiedshouldautomaticallyreceiveDBE• Mustbesmallbusiness(federally)• Mustbe51%ormoreowned,controlled&managedbyanindividual(s)presumedtobesocially&economicallydisadvantaged• $750,000orless(networth)

• MustbeaU.S.citizen


Certifications

• Self-Certifications–– SmallBusiness(13cfr121)–– SmallDisadvantageBusiness(13cfr124.1000)–

– ServiceDisabledVeteran-OwnedSmallBusiness(13cfr125.8)

– - Woman-OwnedSmallBusiness(13cfr127)

FormalCertificationPrograms– - 8(a)BusinessDevelopment(13cfr124)– - HUBZone (13cfr126)www.FDSYS.gov CFReCFR


WomanOwnedSmallBusiness• Registration

– Selfor3rd PartyCertified– Governmentregistration;SBArepository– LimitsforWoman

• Personalnetworth(($750,000)• AdjustedGrossIncome($350,000per3yrs.• TotalassetsLessthen$6,000,000• 51%Owned/ControlledandMANGEDbyoneormorewomen.

• www.sba.gov/wosb

Keyterms:Owned,Controlled,Managed


WOSBcont.

• Cont.– Thereareonly83NAICSthatfallunderthiscert.

– Notermlimits– Statutorythresholds:$6.5formanufacturingand$4millionforothercontracts,Parityonothersetasides,jointventures,nosolesourceandlimitationsonsubcontracting.



• HUBZone– Website:http://www.sba.gov/hubzone/– U.S.SmallBusinessAdministration/SBAoversight– Eligibility

• HeadquartersmustinanidentifiedHUBZone (CensusTrack)• 35%ofcompanyworkforceresidesinanHUBZone• USCitizen• Appliestopurchasesover$3,000• Recertification3years• 10%Priceevaluationperference• SmallBusiness(definedbyNAICS)• Onlineapplication• Nofee


HubZone search



• WomanOwnedSmallBusinessProgram/EconomicallyDisadvantagedWomenOwnedSmallBusinessProgram

– Website:http://www.sba.gov/WOSB– U.S.SmallBusinessAdministration/SBAoversight– Eligibility

• 83NAICS• 51%owned,managedandcontrolledbywoman(en)(WOSB)

• Individualnetworthlessthan$750,000(EDWOSB)• USCitizen• Smallbusiness(definedbyNAICS)• Uploaddocumentationintorepository• Authorizeviewingrightswhensolicitationisreleased• Nofee


VeteranProgram

• ServiceDisabledVeteranOwnedSmallBusiness– Appliestopurchasesover$3,000– VAdeterminesServiceDisability– SelfCertified(www.vetbiz.gov)– Notermlimits– Solesourceandcompetitiveprocurements– HasSubcontractingandPrimeContractingGoals



Stepstocertification4StepstoparticipateintheWOSBFederalContractingProgram:

1.RegisterintheSystemforAwardManagement(SAM.gov).Note: YourSAM.gov registrationstatusmustbe“Active”foratleast24hoursinorderfortherecordstobeavailablein certify.SBA.gov.

Createanewuseraccountat certify.SBA.gov.YouwillbepromptedtocreateaUserID andapassphrase. LogontoSBA’s certify.SBA.gov.Onceyoulogintothesystem,youwillberequiredtoassociateyourbusiness’sinformationwiththeUserID thatyoujustcreated.Inordertoassociateyournewaccountwiththeinformationanddocumentsfromtheoldsystem,youwillneedtoinputthefollowinginformation– thisinformationshouldexactlymatchyourrecordinSAM.gov:

– YourprimaryDUNSnumber– YourMarketingPartnerIDNumber(MPIN)number(seebelowforfurtherinformation)– YourTaxpayerIdentificationNumber(TIN)number(maybeyourSocialSecurityNumber(SSN)or

EmployerIdentificationNumber(EIN))

Pleasemakesurethat*all*informationappearsexactlyasitdoesinyourSAM.gov profile(e.g.nodashesorspaces).TheMPINiscasesensitive.


Steps#2AnMPINisapersonalcodethatyoucreatedwhileregisteringinSAM.gov.Toviewyourcompany’sMPIN:

– GototheSAM.gov Homepage: www.sam.gov.– EnteryouruserIDandpassword,thenclickthe“LogIn”button.– ViewtheBusinessInformationPagetolocateyourMPIN.

IfyouhadalreadycreatedanaccountinthelegacyWomanOwnedSmallBusinessProgramRepository(decommissionedonMarch23rd,2016),youwillbepromptedtoassociatethedocumentsfromthelegacysystemoruploadnewonesasyouarecompletingtheCertify.sba.gov questionnaire(s).

YoumayinitiatetheprocessbyclickingthelinkfromtheDashboardtobeginyourself-certificationorprovideyourTPCcertification.

– Ifitisyourfirsttimeregisteringinthenew certify.sba.gov system,youwillbeabletouploadnewdocumentsasyouarecompletingthequestionnaire(s).

– Youwillnotbeabletouploadadditionaldocumentsonceyouclickonthe“Submit”button.Ifyouneedtoadddocuments,pleasecontact [email protected] (linksendse-mail) andrequestthatyouraccountbereleased.


Steps#3– YouarenolongerrequiredtouploadSBAForm2413(WOSB),2414(EDWOSB)or413(EDWOSB)

astheformsareincorporatedinthe certify.sba.gov questionnaire(s).– IfyouarecertifiedbyoneofthefourSBA-approvedTPCs,youarerequiredtoupload

tocertify.sba.gov acopyoftheoriginalTPCcertificationletterandthecurrentcertification.Youarenotrequiredtouploadanyotherdocuments.

– IfyouareanactiveparticipantintheSBA8(a)BusinessDevelopmentProgram,youarerequiredtouploadtheoriginalletterofcertificationandthemostrecentAnnualReviewletter.Youarenotrequiredtouploadanyotherdocuments.

Onceyouhaveuploadedallrequireddocuments,updateyourprofileintheSystemforAwardManagementasaWOSBorEDWOSB.PleasenotethatEDWOSBisasubsetofWOSB.Assuch,allEDWOSBsareWOSBsbutnotallWOSBsareEDWOSBs.

OrContactyourlocalSBDC/PTACthatspecializesinFederalGovernmentprocurementassistance. That’sme!


FederalDesignations

• SmallDisadvantagedBusiness(SDB)– selfcertify• Selfcertification:CCR• Eligibilitybasedonsocio&economicfactors

– Smallbusiness– NAICS/federalgovernment– Socialfactors:designatedgroupi.e.51%ofmoreownedbyAfricanAmerican,NativeAmerican,HispanicAmerican,Asian/SubcontinentAmerican,Asian/PacificAmerican(UScitizen).

– Economicfactors:individualclaimingSDBstatusmustownamajority(51%ormore)shareANDmusthaveaindividualnetworthoflessthan$750,000.00(excludinghomeand/orbusiness)

• Subcontractingapplicability


FederalDesignation• VeteranOwnedSmallBusiness

– Website:http://www.vetbiz.gov– U.S.VeteransAdministration(VA)oversight

• mustbesmall(NAICS)• veteranownedwith,atleast,51%ownership.DD214• Selfcertification:SAMs

• Service-DisabledVeteranOwnedSmallBusiness– Website:http://www.vetbiz.gov– U.S.VeteransAdministration(VA)oversight– mustbesmall(NAICS)– serviceddisabledveteranowned,atleast,51%ownership.

DD214• Selfcertification:SAM

• Additionaltrainingprogram– FederalContractorCertification


EligibilityRequirements(forallcertifications/designations)


Applicabletothemajorityofcertifications

• OWNED

• Ethnicity/gender– Passport/birthcertificate

• SoleProprietorship,Partnership,LLC,Corporation–Documentation:articles,agreements,etc.

• Stocks(ifapplicable)• Capital(musthavecashinvestment)

– Nofinancialspousalcontribution(jointaccount)– Takesmorethansweatequity– Economicnarrativeoraffidavitofsame,ifapplicable




• CONTROLLED• Title– primarypower• Salary– highestpaidemployee• Independence– noreliance

– Sharingspace– mustbepayingrentalfees• Resume– actualityworkhistory

– Nottypicaljobresume• Banksignaturecards

– Spouse- explain• Titles/lease(equipment&realty)/loans

– Lookingforownerssignature• Financialstatements• Bylaws(governance)&minutesofmeetings

– Majorityshareforvotingcontrol




– MANAGED• Workhistory/resume

–Day-to-dayoperations– Experience– Technicalcompetency–Decisionmaking

• Bylaws– Votingcontrol


ContractSpecialist

JohnDiGiacomoGovernmentContractingSpecialist

FSBDCattheUniversityofWestFloridaCollegeofBusiness

ProcurementTechnicalAssistanceCenter815BealParkwayNW

FortWaltonBeachFl.32547-1955(850).586.7809

(815)[email protected]


Theend– Questions?

Orisit?

Let’stalkamomentabouthowyourgoingtofindthosebidopportunities.


BidMatchingServices

¨The PTAC Program offers military, other federal, state and some local government bid matching on a daily basis through the use of a computerized data sort and electronic mailbox system.

¨The search engine uses keywords and/or NAICS – SIC – FSC – NSN codes, any kind of descriptor.

¨We can email your bid opportunities or post them on a your own personal website page.


BidServiceDatabases


Isearch


SampleProfiles





WhatareKeywords?

• TreattheselikeaGooglesearch• Anythingyoucanthinkofrelatedtoyourbusiness– Roads,bridges,paving,grading,dirtwork,etc.– HVAC,heating,ventilation,airconditioning,etc.


Questions?