WOSB and HubZone Program Overview
-
Upload
maria-asuelimen-mba -
Category
Government & Nonprofit
-
view
56 -
download
0
Transcript of WOSB and HubZone Program Overview
WOSB, EDWOSB & HUBZONEProgram Overview &Marketing
MARIA ASUELIMEN | MANAGING DIRECTOR| AMA CONSULTING
110104 SENATE DRIVE SUITE 208 LANHAM MD 20706 WWW.AMACONSULTONLINE.COM
History of the Women-Owned Small Business Federal Contract Program
10104 SENATE DRIVE SUITE 208 LANHAM MD 20706 WWW.AMACONSULTONLINE.COM 2
• In 2000, Public Law 106-554 established a women's procurement program to assist the government in meeting its 5% women-owned small business (WOSB) contracting goal.
• In 2007, first proposed WOSB program which included WOSBs in only 4 industry categories.• March 2010, the SBA released a second revised proposed program expanding the eligible NAICS
codes to 83 industries. It was implemented on February 4, 2011• Defense Authorization Act October 14, 2015, Sole Source Authority was implemented. This
legislation also removed the self-certification process, but the process is still be negotiated by the SBA
• February 2016 new WOSB and EDWOSB eligible NAICS codes where released
HISTORY OF WOSB/EDWOSB
Eligibility Requirements for WOSBs
10104 SENATE DRIVE SUITE 208 LANHAM MD 20706 WWW.AMACONSULTONLINE.COM 3
Meet small business size standard for primary NAICS code and contract
At least 51% unconditionally and directly owned by women who are U.S. citizens*
The woman must manage the day-to-day operations
The woman must make the long-term decisions for the business
A woman must the hold highest officer position in the company
The woman must work at the business full-time during normal working hours
No minimum amount of time the business has been operational
*Community property laws are not considered when looking at ownership.
Requirements for WOSB and EDWOSB Contract Competitions
10104 SENATE DRIVE SUITE 208 LANHAM MD 20706 WWW.AMACONSULTONLINE.COM 4
Contracting officers may have WOSB- or EDWOSB-only contract competitions if the contract meets the following requirements:WOSB EDWOSB
Industries • NAICS code assigned to contract solicitation is in an industry in which WOSBs are substantially underrepresented
(365 6-digit NAICS designated)
• NAICS code assigned to contract solicitation is in an industry in which WOSBs are underrepresented
(80 6-digit NAICS designated)
Rule of two • Contracting officer has reasonable expectation that 2 or more WOSBs will submit an offer
* Note: All EDWOSBs are WOSBs
• Contracting officer has reasonable expectation that 2 or more EDWOSBs will submit an offer
* Note: Not all WOSBs are EDWOSBs
Award price • Contract must be awarded at fair market price
A complete list of applicable NAICS codes can be found at
www.sba.gov/wosb
Eligibility Requirements for EDWOSBs Same requirements as WOSBs (on previous page) PLUS:
Personal net worth (assets minus liabilities) is less than $750,000 excluding:• Ownership in business and primary personal residence• Income reinvested or used to pay taxes of business• Funds reinvested in IRA or other retirement account*• Transferred assets within two years if to or on behalf of
immediate family member for select purposes**
Adjusted gross income average over three years is $350,000 or less excluding:• Income reinvested or used to pay taxes of business
Fair market value of all assets is $6 million or less.
10104 SENATE DRIVE SUITE 208 LANHAM MD 20706 WWW.AMACONSULTONLINE.COM 5
* Must be IRA or other official retirement account that is unavailable until retirement age without significant penalty** Select purposes are for that individual’s education, medical expenses or other essential support or to family member in recognition of special event
Note: SBA will look at a spouse’s finances if the spouse has a role in the WOSB/EDWOSB, has lent money to or provided financial support (including
credit or guarantee of loan) to the business. SBA may also look at
spouse’s finances if both spouses are in same or similar line of business and businesses share names, websites,
equipment and employees.
WOSB Federal Contract Program How to demonstrate eligibility: Self- or Third-Party Certification
10104 SENATE DRIVE SUITE 208 LANHAM MD 20706 WWW.AMACONSULTONLINE.COM 6
There are two ways to demonstrate eligibility for the WOSB program:
• Self-certification with supporting documents, or
• Third Party Certification
with supporting documents
Self-Certification
Free Get DUNS Number, Register in the System for Award Management (SAM) www.sam.gov Compile and upload all required documents to the WOSB Repository www.certify.sba.gov Represent status in SAM
Third Party Certification Register in SAM as WOSB or EDWOSB Obtain certification from an SBA-approved
Third Party Certifier◦ US Women’s Chamber of Commerce◦ Women’s Business Enterprise National Council (WBENC)*◦ National Women’s Business Owners Council (NWBOC)◦ El Paso Hispanic Chamber of Commerce
Compile and upload all required documents to the repository Represent status in SAM *Does not perform economic disadvantage determinations
How to Market the Program
10104 SENATE DRIVE SUITE 208 LANHAM MD 20706 WWW.AMACONSULTONLINE.COM 7
The WOSB Federal Contract Program allows contracting officers to implement the set aside if:
The contracting officer believes the contract can be awarded at a fair and reasonable price.
The contracting officer has a reasonable expectation that two or more WOSBs will submit offers on a contract – the Rule of 2.
The WOSB fits into 83 qualifying Industry Groups, representing over 300 six-digit industry NAICS Code categories.
Sole Source Authority is now available under certain conditions.
What is Sole Source Authority?
10104 SENATE DRIVE SUITE 208 LANHAM MD 20706 WWW.AMACONSULTONLINE.COM 8
Conditions for Sole Source:Is the contract in a WOSB/EDWOSB eligible NAICS
code?Is the contract (including options) valued at $6.5
million or less for manufacturing contracts or $4 million or less for all other contracts?
Can the contract be awarded to the WOSB/EDWOSB at a fair and reasonable price?
In the determination of the contracting officer, is there a reasonable expectation that there is only one WOSB/EDWOSB that can perform?
Market Research
10104 SENATE DRIVE SUITE 208 LANHAM MD 20706 WWW.AMACONSULTONLINE.COM 9
Research the various departments/agencies to determine target◦ Past purchases◦ Forecasts◦ Locations
Make Marketing Plan◦ Which agencies to target◦ What opportunities/contractors to go after◦ Events to participate◦ Create marketing materials
Execute Marketing Plan◦ Go to events/networking◦ Visit targeted contracting folks regularly◦ Put Teams together
10104 SENATE DRIVE SUITE 208 LANHAM MD 20706 WWW.AMACONSULTONLINE.COM 10
www.sba.gov/wosbEverything you want to know about the WOSB set aside program can be found on this
website
HUBZone EMPOWERMENT CONTRACTING PROGRAM Designed to simulate economic development/create jobs in urban and rural communities. Contracts benefits: competitive, sole source Higher SBA-guaranteed surety bonds on construction/service contract bids 10% price evaluation preference in full and open contract competitions, as well as subcontracting opportunities.
A 3% procurement goal imposed on agencies
10104 SENATE DRIVE SUITE 208 LANHAM MD 20706 WWW.AMACONSULTONLINE.COM
HUBZone Certification Provides federal contracting assistance for qualified small business concerns located in historically underutilized business zones to:
Increase employment opportunities
Stimulate capital investment in those areas
Empower communities through economic leveraging and the “multiplier effect”
10104 SENATE DRIVE SUITE 208 LANHAM MD 20706 WWW.AMACONSULTONLINE.COM
HUBZone Requirements Must be a SMALL business
Concern must be owed and controlled only by US citizens
The 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,
And lived in HUBZone for 180 days or are Registered Voters in a HUBZone
Different rules apply for Tribal Governments, Alaska Native Corporations, Community Development Corporations and small agricultural cooperatives
10104 SENATE DRIVE SUITE 208 LANHAM MD 20706 WWW.AMACONSULTONLINE.COM
HubZone Application Process Review Application Guideline, FAQ
Get DUNS, Register in SAM
Register in SBA GLS System https://eweb.sba.gov/gls
Submit application online
Gather required supporting documentation
Respond to SBA’s request to upload supporting documentation: Within 10 days
1410104 SENATE DRIVE SUITE 208 LANHAM MD 20706 WWW.AMACONSULTONLINE.COM
HUBZone DOCUMENT REQUEST CHECKLIST Signed HUBZone Program Certification Signature Sheet PRINCIPAL OFFICE Deed, Lease/Rental Agreement or property records *Covers the date of electronic verification Utility Bill Covers the date of electronic verification List 35 PERCENT Official Payroll Covers the date of electronic verification HUBZone Maps of employee’s home address Valid (unexpired) Drivers License, DMV ID, or Voter Registration cards for each employee residing in a HUBZone
Most recent State and Federal Unemployment tax filing/report Total Employee List
1510104 SENATE DRIVE SUITE 208 LANHAM MD 20706 WWW.AMACONSULTONLINE.COM
OWNERSHIP AND CONTROL Birth Certificate, Current Valid U.S. Passport, or Certification of Naturalization, Trust, or Franchise Agreement (if applicable)
Corporation Articles of Incorporation Copies of stock certificates (front and back) Stock Ledger Corporate Bylaws and any amendments Certificate of Good Standing
Most recent Federal Personal Income tax return for all individuals that own 20% or more of the applicant firm, including all schedules and attachments, and W2’s if applicable
1610104 SENATE DRIVE SUITE 208 LANHAM MD 20706 WWW.AMACONSULTONLINE.COM
HUBZone DOCUMENT REQUEST CHECKLIST
HUBZone DOCUMENT CHECKLIST
Limited Liability Company (LLC)
Operating Agreement and any amendments
Articles of Organization and any amendments
Certificate of Good Standing
Partnership
Partnership Agreement and any amendments
Sole Proprietor
DBA (Doing Business As) or Trade Name Certificate
SIZE AND AFFILIATION
Most recent three (3) years of the Corporate Federal tax returns, including all schedules and attachments
1710104 SENATE DRIVE SUITE 208 LANHAM MD 20706 WWW.AMACONSULTONLINE.COM
Maintaining Hubzone Certification Recertification every 3 years
SBA Site Visits
No maximum amount of time in the program
Remain compliant with SBA’s regulations, at 13 C.F.R. § 126.200 for Hubzone Program
1810104 SENATE DRIVE SUITE 208 LANHAM MD 20706 WWW.AMACONSULTONLINE.COM
Marketing & Business Development
Know your customers. Become familiar with the procurement process (State, county and local governments as well as private sector companies).
Learn to speak the procurement language. Know your NAICS codes. Prepare and distribute a Capabilities Statement.
10104 SENATE DRIVE SUITE 208 LANHAM MD 20706 WWW.AMACONSULTONLINE.COM
Tips from Prime Contractors Try, try, try again…then try again…
then try again…
Do your homework.
Don’t expect it to happen overnight.
Be willing to start small.
If you don’t get the work, ask why.
When you get the work…SHINE!
10104 SENATE DRIVE SUITE 208 LANHAM MD 20706 WWW.AMACONSULTONLINE.COM
Contact us
AMA Consulting LLC10104 Senate Drive Suite 208
Lanham MD 20706www.amaconsultonline.com
P.(301)577-930010104 SENATE DRIVE SUITE 208 LANHAM MD 20706 WWW.AMACONSULTONLINE.COM 21
Twitter.com/AMA_Consulting Facebook.com/AMAConsultingLLC Linkedin.com/in/AMAConsultingLLC