U.S. Small Business Administration Veterans Business Development “Helping Veterans Succeed”
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Transcript of U.S. Small Business Administration Veterans Business Development “Helping Veterans Succeed”
U.S. Small Business U.S. Small Business AdministrationAdministration
Veterans Business DevelopmentVeterans Business Development
““Helping Veterans Succeed” Helping Veterans Succeed”
Mission StatementMission Statement
To foster enhanced entrepreneurship among To foster enhanced entrepreneurship among eligible veterans by providing increased eligible veterans by providing increased opportunities.opportunities.
To vigorously promote the legitimate interests To vigorously promote the legitimate interests of small business concerns owned and of small business concerns owned and controlled by eligible veterans.controlled by eligible veterans.
To ensure that those concerns receive fair To ensure that those concerns receive fair consideration in purchases made by the Federal consideration in purchases made by the Federal government.government.
Starting and/or Starting and/or Growing a Small Growing a Small BusinessesBusinesses
What we do for veterans…What we do for veterans…
•Start and/or Grow Small BusinessesStart and/or Grow Small Businesses
•Access CapitalAccess Capital
•Business CounselingBusiness Counseling
•Government ContractsGovernment Contracts
www.sba.gov/vetswww.sba.gov/vets
Starting/Expanding Businesses…
Special considerations are given to veterans under SBA’s Special considerations are given to veterans under SBA’s management and technical assistance programs and guaranty management and technical assistance programs and guaranty loan programs. These special considerations include:loan programs. These special considerations include:
1.1. Liaison personnel in each field office;Liaison personnel in each field office;
2.2. In-depth management counseling and training assistance; In-depth management counseling and training assistance; and and
3.3. Prompt and priority processing of any loan application or Prompt and priority processing of any loan application or financial process.financial process.
(Section 401 of PL 106-50)(Section 401 of PL 106-50)
Starting/Expanding Businesses…
SBA provides a wide range of business SBA provides a wide range of business development information and tools through development information and tools through the Internet. The main Web Pages are:the Internet. The main Web Pages are:
www.sba.govwww.sba.gov
www.sba.gov/trainingwww.sba.gov/training
www.sba.gov/vetswww.sba.gov/vets
www.onlinewbc.gov/militaryspouses.htmlwww.onlinewbc.gov/militaryspouses.html
Starting/Expanding Businesses…Starting/Expanding Businesses…
SBA provides a wide range of business SBA provides a wide range of business development information and tools through the development information and tools through the Internet. The main Web Pages are:Internet. The main Web Pages are:
www.sba.govwww.sba.gov
www.sba.gov/espanolwww.sba.gov/espanol
www.sba.gov/trainingwww.sba.gov/training
www.sba.gov/vetswww.sba.gov/vets
www.onlinewbc.gov/militaryspouses.htmlwww.onlinewbc.gov/militaryspouses.html
Other resources for you…Other resources for you…
Center for Veterans EnterpriseCenter for Veterans Enterprisewww.vetbiz.gov/default2.htmwww.vetbiz.gov/default2.htm
Department of Veterans AffairsDepartment of Veterans Affairswww.va.gov www.va.gov
Center for Women VeteransCenter for Women Veteranswww1.va.gov/womenvetwww1.va.gov/womenvet
Disability Information CenterDisability Information Centerwww.disabilityinfo.gov www.disabilityinfo.gov
Internal Revenue ServiceInternal Revenue Servicewww.irs.gov/businesses/small/index.htmlwww.irs.gov/businesses/small/index.html
Office of Small & Disadvantage Business UtilizationOffice of Small & Disadvantage Business Utilizationwww.va.gov/osdbuwww.va.gov/osdbu
Small Business help for the Small Business help for the Military SpouseMilitary Spouse
WOMEN BUSINESS INSTITUE- provides assistance and/or WOMEN BUSINESS INSTITUE- provides assistance and/or training in finance, management, marketing and the Internet, and training in finance, management, marketing and the Internet, and addresses specialized topics such as home-based businesses and addresses specialized topics such as home-based businesses and welfare-to-work. Provides individual business counseling and tailors welfare-to-work. Provides individual business counseling and tailors its programs to the needs of its constituency.its programs to the needs of its constituency.
www.onlinewbc.gov/militaryspouses.htmlwww.onlinewbc.gov/militaryspouses.html
WOMEN BUSINSS CENTER - provides a full business-training curriculum for every level of business, from start-up to going public. It also offers worldwide networking, chats, bulletin boards, resources and links, mentoring, and even individual counseling.
www.onlinewbc.gov/militaryspouses.htmlwww.onlinewbc.gov/militaryspouses.html
Help with Business Counseling Help with Business Counseling
In-depth business and management In-depth business and management counseling and training assistance for you counseling and training assistance for you or your employees.or your employees.
Through the following programs:Through the following programs:
Small Business Development Centers Small Business Development Centers
Service Corps of Retire ExecutiveService Corps of Retire Executive
Cyber counselingCyber counseling
Online WorkshopsOnline Workshops
ACCESSING ACCESSING CAPITALCAPITAL
Major SBA Loan Programs
Regular 7(a) Business Loans.Regular 7(a) Business Loans. SBA ExpressSBA Express Community ExpressCommunity Express Patriot ExpressPatriot Express 504504
SBA’s Patriot Express LoanMaximum Loan Amount
$500,000.00
Maximum Guaranty Percentage 75 percent to 85 percent depending on the amount of the loanThe SBA guaranty on a Patriot Express loan may not exceed 85 percent for loans of $150,000 or less Or, may not exceed 75 percent for loans over $150,000
SBA’s Patriot Express Loan
• Eligibility Criteria
– Must meet standard SBA eligibility
– Must be 51 percent owned/controlled by:
• Veteran (other than dishonorably discharged)
• Service-disabled veteran
• Active Duty Military potential retiree within 24
months of separation and discharging Active Duty
member within 12 months of discharge (TAP eligible)
• Reservist and National Guard (limited to current
members and their spouses)
• Current spouse of above or spouse of service
member or veteran who died of a service-connected
disability
SBA’s Patriot Express Loan
• Patriot Express Loan Uses:– The Patriot Express Loan may be
used for the following purposes:• Business startup• Business expansion• Equipment purchases• Working capital• Inventory• Business-occupied real-estate
purchases
SBA’s Patriot Express Loan
• Collateral Requirements– Lenders are not required to take
collateral for loans up to $25,000 – Lenders may use their existing
collateral policy for loans over $25,000 up to $350,000
– Lenders must take available collateral for loans greater than $350,000
SBA’s Patriot Express Loan• Revolving Lines of Credit
– Revolving loans are allowed up to 7 years with maturity extensions permitted at the outset
– In offering revolving lines of credit and their enhancements, SBA must ensure that borrowers, particularly those accessing SBA guaranteed loans through credit cards, under stand that these funds must be used for business-related purposes
SBA’s Patriot Express Loan• Interest Rates
– For Patriot Express Loans, the standard 7(a) interest rate restrictions apply:
• A lender may charge up to 2.25 percent over the Prime rate for maturities under seven years
• A lender may charge up to 2.75 percent over the Prime rate for maturities over seven years
• The rates can be 2 percent higher for loans of $25,000 or less
• Or, 1 percent higher for loans between $25,000 or $50,000.
Military Reservist Economic Injury Disaster Loan Military Reservist Economic Injury Disaster Loan
program (MREIDL)program (MREIDL) • Special Assistance to Reservists Ordered to Active Duty During Military Conflict:
Loan terms - Up to 30 years
Loan Amount Limit - $2,000,000
Maximum Interest Rate – 4.000%
Direct Loan – SBA
Filing Period: One year after discharge or release from Active Duty
.
(Section 402 of PL 106-50)
Selling to the Federal Government
First Thing To Do
Obtain a Data Universal Number System (DUNS) Number
www.dnb.com/us
DUNS Number can be obtained free-of-charge at time of CCR registration (see next slide)
Register Your Business
Central Contractor Registration Database (CCR) Keep Current (Update yearly at
minimum) www.ccr.gov
Online Representations and Certifications Application (ORCA)
https://orca.bpn.gov/
Veteran’s Program
Applies to purchases over $3,000
Self Certified on CCR VA determines Service Disability
No term limits Competitive and sole-source program benefits Subcontracting and Prime Contracting goals FAR 19.14
Service Disabled Veteran Owned Small Business
Know the Rules Federal Acquisition Regulations (FAR)
www.arnet.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
Finding Prime Contract Opportunities
Research Past Purchases‒ GSA Federal Procurement Data Center
https://www.FPDS.gov
Identify Current Procurement Opportunities‒ Federal Business Opportunities (FBO)
www.fbo.gov
Finding Subcontracting Opportunities
Subcontracting Opportunities Directory of Large Prime Contractors
www.sba.gov/gc/sbsd.html
SUB-Nethttp://web.sba.gov/subnet
Joint Ventures & Teams
Investigate Joint Venture/Teaming Arrangements
‒ Excluded from affiliation – 13 CFR 121.103(f)(3)
‒ “bundled” requirement
‒ other than a “bundled” requirement
Market Your Firm
Present your capabilities directly to the federal activities and large prime contractors that buy your products and services
Attend procurement conferences and business expos
Attend Business Matchmaking events
View Solicitations
Request or download a bid package Obtain copies of relevant specifications
& drawings Understand relevant purchasing regulations Federal Acquisition Regulations:
Micro-purchases (under $3,000)
Simplified Acquisitions (under $100,000)
Bids & Proposals (over $100,000)
Contract clauses
Prepare Your Offer
3 Rules for a solicitation:
-Read it…Read it…Read it!!! Request a Procurement History Attend Pre-Bid Meetings
& Walk-Throughs Get clarification of ambiguities Proofread your proposal Submit it on time!
Contract Award Are you Responsive?
Are you Responsible?‒ Pre-Award Survey: Technical capability & production capability‒ Quality Assurance (QA)‒ Financial: accounts receivable, net worth, cash flow‒ Accounting System‒ System for Qualifying Suppliers‒ Packaging, Marking, Shipping
Contingency Plans Have a back up plan if something goes
wrong Give yourself enough time to react Anticipating Final Inspection Make an appointment before shipping date On-Time delivery Establish a good track record
Contract Performance
Know the paperwork process Keep good records Know your options
‒ Progress payments
‒ Prompt Payment Act
EFT (electronic funds transfer) Accept government credit cards
Getting Paid
Seek Additional Assistance Procurement Technical Assistance Center (PTACs) www.dla.mil/db/procurem.htm
Small Business Specialists www.acq.osd.mil/sadbu
Local District Offices and Resource Partners
www.sba.gov
Local Small Business Development Centers
SCORE www.score.org
Women’s Business Development Centers http://www.onlinewbc.gov/
Helpful Web Sites
DOD Small & Disadvantaged Business Utilization Office
www.acq.osd.mil/sadbu/
Procurement and Technical Assistance Centers
www.sellingtothegovernment.net
Small Business Development Centers www.sba.gov/sdbc/
More Helpful Web Sites
SBA’s Home Page: www.sba.gov
Government Contracting: www.sba.gov/GC
Site includes links to all major government contracting programs discussed here plus much, much more.
Things To Remember
TARGET YOUR CUSTOMER: Who buys your product or service? How do they buy?
When do they buy?
KNOW THE RULES:
Federal Acquisition Regulations Contract requirements and specifications How to obtain Contract history
PERFORM AS PROMISED: On-time delivery,
Good Quality, at a Fair Price
Service-Disabled Veteran-Owned Small Business Concern
Program
U.S. Small Business Administration
Office of Federal Contract Assistance for Veteran Business Owners
PROGRAM HISTORY
The VETERANS ENTREPRENEURSHIP and SMALL BUSINESS DEVELOPMENT ACT of 1999 (PL106-50) established an annual Government-wide goal of not less than 3 percent of the total value of all prime contract and subcontract awards for participation by small business concerns owned and controlled by service-disabled veterans.
The VETERANS BENEFITS ACT (VBA) of 2003 (PL108-183) added, in addition to other provisions, a contracting mechanism to enable agencies to reach the 3% prime contracting goal established in1999.
PROGRAM HISTORY
On May 5, 2004, the SBA issued the Interim Final Rule to implement Section 308 of the VBA of 2003 established a sole source and set-aside procurement program for service-disabled veteran-owned small business concerns (SDVO SBC). Federal Register Vol 69, No. 87, p. 25262
On October 20, 2004, President Bush issued Executive Order 13360 to strengthen opportunities in Federal contracting for Service-Disabled Veteran-Owned Small Business Concerns. Federal Register Vol 69, No. 206, p. 62549
PROGRAM ELIGIBILITY REQUIREMENTS
Adjudication Size Ownership & Control Highest Position Held
ELIGIBILITY REQUIREMENTS
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
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
SET-ASIDE EXEMPTIONS SET-ASIDES SOLE SOURCE SIMPLIFIED ACQUISITIONS
SET-ASIDE EXEMPTIONS
A contracting activity may not make a requirement available for a SDVO contract if:
1. The requirement would be fulfilled through award to Federal Prison Industries, Inc. or to Javits-Wagner-O’Day Act participating non-profit agencies for the blind and severely disabled.
2. The requirement is currently being performed by an 8(a) participant or SBA has accepted that requirement for performance under the authority of the Section 8(a) Program.
13 CFR § 125.18/FAR Part 19.1404
SET-ASIDE REQUIREMENTS
A Contracting Officer (CO) may set-aside requirements if:
1. The requirement is not exempted from SDVO contracting.
2. 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.
4. There is a reasonable expectation that at least two responsible SDVO SBCs will submit offers; and
5. The award can be made at a fair market price.
13 CFR § 125.19/FAR Part 19.1405(a) – (b)
SOLE SOURCE CONTRACTS
A CO may award a sole source contract if:
1. The requirement is not exempted from SDVO contracting and cannot be set-aside.
2. The CO does not have a reasonable expectation that at least two responsible SDVO SBCs will submit offers.
3. The anticipated award price of the contract, including options, will not exceed:
– $5.0M for manufacturing requirements– $3.0M for all other requirements
4. Award can be made at a fair market price.13 CFR § 125.20/FAR Part 19.1406
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
ADDITIONAL CONTRACT REQUIREMENTS
LIMITATIONS ON SUBCONTRACTING JOINT VENTURES NON-MANUFACTURERS
ADDITIONAL CONTRACT REQUIREMENTS
LIMITATIONS ON SUBCONTRACTING– SDVO SBC Prime or Sub-contractor can subcontract for:
SERVICES CONTRACTS (EXCEPT CONSTRUCTION):– 50% of the contract performance incurred for SDVO SBC personnel
SUPPLY CONTRACTS:– 50% of the cost of manufacturing the supplies
GENERAL CONSTRUCTION:– 15% of the contract performance incurred for SDVO SBC personnel
CONSTRUCTION BY SPECIAL TRADE: – 25% of the contract performance incurred for SDVO SBC personnel
13 CFR §125.6(b)
ADDITIONAL CONTRACT REQUIREMENTS
Joint Ventures
1 or more other small business concern (SBC)
Each SBC is small under the contract’s North American Industry Classification System code
SDVO SBC must manage the venture
JV must perform applicable percentage of work
13 CFR § 125.15(b)/FAR Part 19.1403(c)
ADDITIONAL CONTRACT REQUIREMENTS
Non-manufacturers
– The SDVO SBC does not exceed 500 employees– Is primarily engaged in the wholesale or retail trade– Sells to the general public and– Supplies the end item of a small business (unless
requirement is waived by the SBA Administrator)
13 CFR § 125.15(c)/FAR Part 19.1403(d)
PROTEST PROCEDURES
WHAT? WHO? WHEN? WHERE? HOW?
PROTEST PROCEDURES
WHAT IS A PROTEST?
A challenge to either:
– SIZE STATUS, in accordance with 13 CFR § 121
– ELIGIBILITY STATUS, in accordance with 13 CFR § 125 Proof of Adjudication Ownership Control
13 CFR §125.26
PROTEST PROCEDURES
WHO MAY SUBMIT A PROTEST?Sole Source Procurements:
Small Business AdministrationContracting Officer
Competitive Set-Asides:Any interested party
13 CFR § 125.24
PROTEST PROCEDURES
WHEN ARE PROTESTS SUBMITTED?– Negotiated Procurements:
By Close of Business on the 5th Business Day after Notification of the Apparent Successful Offeror, no later than 5 p.m. est
Sealed Bid Acquisitions:By Close of Business on the 5th Business Day after Bid
Opening, no later than 5 p.m. est
• Any Protest Submitted After the Time Limits is untimely, unless submitted by the CO or SBA.
• Any Protest Submitted Prior to Bid Opening or Notification is Premature.
13 CFR § 125.25 (d)
PROTEST PROCEDURES
WHERE ARE PROTESTS SUBMITTED?
– CO or SBA submits protest to SBA Associate Administrator for Government Contracting
– Any Concern that submits an offer submits protest to the Contracting Officer
13 CFR § 125.25(d)
PROTEST PROCEDURES
HOW ARE PROTEST SUBMITTED?– FORMAT:
In writing Be specific Include information to determine timeliness and standing State contract type, e.g., set-aside or sole source Whether the protested concern was the apparent successful offeror Date protested concern submitted its offer State whether sealed bid or negotiated procurement Due date of offers Date protest was submitted to the CO Notice of intent to award date Date of contract award, if applicable Any additional information SBA may need to assist in making determination
13 CFR §§125.25(b) and (e)
PROTEST PROCEDURES
HOW ARE PROTEST SUBMITTED?– FILING:
BY FAX:– (202) 205-6390
EXPRESS DELIVERY SERVICE or U.S. MAIL (POSTMARKED WITHIN THE APPLICABLE TIME PERIOD)
– The Associate Administrator for Government ContractingU.S. Small Business Administration409 Third Street, SWWashington DC 20416
Attn: Service-Disabled Veteran Status Protest
13 CFR § 125.25(e)
ADDITIONAL TRAINING
The Defense Acquisition University (DAU) has developed a similar course, CLC 009, that is available on-line to the general public at the DAU Virtual Campus (http://www.dau.mil/).
It is worth one continuous learning point for contracting personnel.
U.S. Small Business Administration VETERANS BUSINESS DEVELOPMENT OFFICERKentucky District Office
Tommie L. Causey 600 Dr. Martin Luther King Jr. Place Suite 188 Louisville KY 40202 Phone: (502) 582-5588 Fax: (202) 481-5893 E-mail: [email protected]
Thank You