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SMALL BUSINESS ADMINISTRATION BDMIS TRAINING 8(a) Application Submission [email_address]
SITES TO KNOW… <ul><li>SBA Homepage (SBA) </li></ul><ul><li>www.sba.gov </li></ul><ul><li>SBA’s Resource Partners (SBA) </...
AGENDA <ul><li>Definitions </li></ul><ul><li>Pre-requisite(s) </li></ul><ul><li>Obtaining your User ID & Password (GLS) </...
SIZE STANDARD www.sba.gov/size/ <ul><li>North American Industry Classification System (NAICS) </li></ul><ul><li>(GENERAL E...
SOCIALLY DISADVANTAGED 13 CFR 124.103 <ul><li>Racial or ethnic prejudice </li></ul><ul><li>Cultural bias </li></ul><ul><li...
ECONOMICALLY DISADVANTAGED 13 CFR 124.104 <ul><li>Personal Adjusted Net Worth may not exceed $250,000 for 8(a) Program whe...
8(a) BUSINESS DEVELOPMENT
PREFERRED PRE-REQUISITE  www.sba.gov/8abd/ <ul><li>SUITABILITY TOOL </li></ul><ul><ul><li>Go to:  www.sba.gov/8abd/  - 8(a...
SUITABILITY TOOL  http://www.sba.gov/aboutsba/sbaprograms/8abd/index.html
SUITABILITY TOOL TEST http://imedia.sba.gov/vd/media1/training/sbdtool/player.html
SUITABILITY TOOL TEST http://web.sba.gov/sbtn/sbat/index.cfm?Tool=2
8(a) BUSINESS DEVELOPMENT 13 CFR 124.108 <ul><li>Nine (9) Years </li></ul><ul><li>U.S. Citizen or: </li></ul><ul><li>India...
TWO YEAR WAIVER RULE 13 CFR 124.107 <ul><li>  Substantial demonstration of business management experience </li></ul><ul><l...
REQUIRED PRE-REQUISITE  www.ccr.gov <ul><li>2) SET-UP/UPDATE PROFILE </li></ul><ul><li>CENTRAL CONTRACTOR REGISTRATION (CC...
CENTRAL CONTRACTOR REGISTRATION (CCR)
CCR HELP DESK
SETTING UP GLS PROFILE <ul><li>3)  Things you need to know </li></ul><ul><li>Name </li></ul><ul><li>Date of Birth </li></u...
SETTING UP GLS PROFILE
SETTING UP GLS PROFILE
SETTING UP GLS PROFILE
SETTING UP GLS PROFILE
SETTING UP GLS PROFILE
SETTING UP GLS PRFILE
BDMIS? <ul><li>Business Development Management Information System </li></ul><ul><li>Stores Information </li></ul><ul><li>T...
ACCESS TO BDMIS <ul><li>https://eweb.sba.gov/gls/dsp_login.cfm </li></ul>
ACCESS TO BDMIS
ACCESS TO BDMIS
ACCESS TO BDMIS
COMPLETING YOUR FORMS
COMPLETING YOUR FORMS
COMPLETING THE FORMS (ACTION BUTTONS)
COMMON MISTAKES <ul><li>Not Saving/Clicking on Verify Completeness </li></ul><ul><li>Don’t see Form 413? (Must complete Fo...
SAVE & VERIFY COMPLETENESS
FORM 413 (MISSING)
ERROR ON FORM 413
ERROR ON FORM 413
SBA CUSTOMER ID NUMBER <ul><li>Go to Central Contractor Registration (CCR) </li></ul><ul><ul><li>www.ccr.gov </li></ul></u...
SBA CUSTOMER ID NUMBER
SBA CUSTOMER ID NUMBER
SBA CUSTOMER ID NUMBER
SBA CUSTOMER ID NUMBER
SBA CUSTOMER ID NUMBER & UPDATE CCR DATE
SIGN/NOTARIZE FORM
COMPLETE APPLICATION FORMS
ASSEMBLE SUPPORTING DOCUMENTATION
SUBMIT THE APPLICATION
DOWNLOAD, PRINT & SIGN
MAIL THE HARD COPY (EXAMPLE)
THANK YOU <ul><li>THE BDMIS TEAM </li></ul><ul><li>[email_address] </li></ul>
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8A Certification Business Development Program

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Great workshop to attend to determine if this is an avenue for small business owners who want to take advantage of federal government contracting. Learn about the 8A/HubZone/Woman Owned Small Business preference programs. Presentation given by Richard Zilg from the SBA Newark office. This statewide workshop series is organized by the NJ Small Business Development Centers Procurement Programs. The first workshop was held on 2/25/11. This program will be held around the state at NJSBDC centers hosted by various state and county colleges.

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Transcript of "8A Certification Business Development Program"

  1. 1. SMALL BUSINESS ADMINISTRATION BDMIS TRAINING 8(a) Application Submission [email_address]
  2. 2. SITES TO KNOW… <ul><li>SBA Homepage (SBA) </li></ul><ul><li>www.sba.gov </li></ul><ul><li>SBA’s Resource Partners (SBA) </li></ul><ul><li>www.sba.gov/localresources/index.html </li></ul><ul><li>Code of Federal Regulations (CFR) 13 Part 124 </li></ul><ul><li>www.access.gpo.gov/nara/cfr/waisidx_06/13cfr124_06.html </li></ul><ul><li>Federal Acquisition Regulations (FAR) </li></ul><ul><li>www.arnet.gov/far/ </li></ul><ul><li>FedBizOpps </li></ul><ul><li>www.fedbizopps.gov </li></ul>
  3. 3. AGENDA <ul><li>Definitions </li></ul><ul><li>Pre-requisite(s) </li></ul><ul><li>Obtaining your User ID & Password (GLS) </li></ul><ul><li>What is BDMIS? </li></ul><ul><li>Accessing/Submitting an 8(a) Application </li></ul>
  4. 4. SIZE STANDARD www.sba.gov/size/ <ul><li>North American Industry Classification System (NAICS) </li></ul><ul><li>(GENERAL EXAMPLES – MUST BE LOWER THAN) </li></ul><ul><li>Manufacturing 500 – 1,500 employees </li></ul><ul><li>Wholesale Trade 100 employees </li></ul><ul><li>Retail Trade $7 – 35.5 million </li></ul><ul><li>Construction $33.5 million </li></ul><ul><li>Dredging $20 million </li></ul><ul><li>Special Trade $14 million </li></ul><ul><li>Business/Personal Services $6.5 million </li></ul><ul><li>A&E $35.5 million </li></ul><ul><li>*Based on average over previous 12 months </li></ul><ul><li>**Based on average over previous 3 fiscal year </li></ul>
  5. 5. SOCIALLY DISADVANTAGED 13 CFR 124.103 <ul><li>Racial or ethnic prejudice </li></ul><ul><li>Cultural bias </li></ul><ul><li>Presumption on the following groups : African American, Asian Pacific American, Hispanic American (includes individuals of Spanish & Portuguese descent), Native American, & Subcontinent Asian American </li></ul><ul><li>Proof of disadvantage status for non-designated groups : </li></ul><ul><ul><li>Objective features - color, ethnic origin, gender, physical handicap or geographic environment - personal experiences only in America </li></ul></ul><ul><ul><li>Personal Experience </li></ul></ul><ul><ul><li>Experiences in American Society </li></ul></ul><ul><ul><li>Substantial and chronic (quality and quantity) </li></ul></ul><ul><ul><li>Negative Impact (entry & advancement in business world) </li></ul></ul><ul><ul><li>SBA considers education, employment and business history, where applicable in each case </li></ul></ul>
  6. 6. ECONOMICALLY DISADVANTAGED 13 CFR 124.104 <ul><li>Personal Adjusted Net Worth may not exceed $250,000 for 8(a) Program when applying into the 8(a) Program </li></ul><ul><li>NET WORTH </li></ul><ul><li>less equity in primary residence </li></ul><ul><li>less equity in business </li></ul><ul><li>equals adjusted net worth </li></ul><ul><li>Individual’s average two-year income </li></ul><ul><li>Fair market value of all assets </li></ul><ul><li>Access to credit and capital </li></ul><ul><li>Financial condition of the applicant firm </li></ul><ul><li>Assets transferred to immediate family for less than market value (within two years) </li></ul><ul><li>Exclusions: Transfers for Education, medical expenses, certain forms of essential support and special occasions (birthdays, graduations, anniversaries, and retirements) </li></ul>
  7. 7. 8(a) BUSINESS DEVELOPMENT
  8. 8. PREFERRED PRE-REQUISITE www.sba.gov/8abd/ <ul><li>SUITABILITY TOOL </li></ul><ul><ul><li>Go to: www.sba.gov/8abd/ - 8(a) Application </li></ul></ul><ul><ul><li>Explains the 8(a) Program </li></ul></ul><ul><ul><li>Self-Assessment Test </li></ul></ul>
  9. 9. SUITABILITY TOOL http://www.sba.gov/aboutsba/sbaprograms/8abd/index.html
  10. 10. SUITABILITY TOOL TEST http://imedia.sba.gov/vd/media1/training/sbdtool/player.html
  11. 11. SUITABILITY TOOL TEST http://web.sba.gov/sbtn/sbat/index.cfm?Tool=2
  12. 12. 8(a) BUSINESS DEVELOPMENT 13 CFR 124.108 <ul><li>Nine (9) Years </li></ul><ul><li>U.S. Citizen or: </li></ul><ul><li>Indian Tribe, Alaska Native Organization, Community Development Corporation or Native Hawaiian Corporation-Owned Firm </li></ul><ul><li>Good character </li></ul><ul><li>Potential for Success (13 CFR 124.107) </li></ul><ul><li>Small business </li></ul><ul><li>www.sba.gov/size/ </li></ul><ul><li>At least 51% owned and controlled by Socially and Economically Disadvantaged individual(s) </li></ul><ul><li>One-time Deal </li></ul>
  13. 13. TWO YEAR WAIVER RULE 13 CFR 124.107 <ul><li>  Substantial demonstration of business management experience </li></ul><ul><li>Demonstrated technical expertise to carry out business plan </li></ul><ul><li>  </li></ul><ul><li>Adequate capital </li></ul><ul><li>  </li></ul><ul><li>Record of successful performance on contracts (please provide copies of contracts that will reflect the different sizes the firm can handle and the different services/products, billing invoices and bank statements reflecting deposit of receipts). Evidence also to include letters of reference from the firm’s clients. </li></ul><ul><li>  </li></ul><ul><li>Ability to obtain the personnel, facilities, equipment, and any other requirements to perform on contracts </li></ul><ul><li>  </li></ul><ul><li>If the firm has not generated revenue, you will be unable to waive the two year rule. </li></ul><ul><li>  </li></ul>
  14. 14. REQUIRED PRE-REQUISITE www.ccr.gov <ul><li>2) SET-UP/UPDATE PROFILE </li></ul><ul><li>CENTRAL CONTRACTOR REGISTRATION (CCR) </li></ul><ul><ul><li>Requirement for Federal contracting </li></ul></ul><ul><ul><li>DUNS: ( http://fedgov.dnb.com/webform ) or 1-866-705-5711 </li></ul></ul><ul><ul><li>Tax ID Number: (Assigned by the Internal Revenue Service) </li></ul></ul><ul><ul><li>Statistical Information (Business) </li></ul></ul><ul><ul><li>Electronic Funds Transfer (EFT) Info </li></ul></ul><ul><ul><li>READY? </li></ul></ul><ul><ul><li>Go to: www.ccr.gov </li></ul></ul><ul><ul><li>Update/Renew Registration </li></ul></ul><ul><ul><li>Need User ID & Password </li></ul></ul><ul><ul><li>Update (Every 18 Month) </li></ul></ul><ul><ul><li>User Manual : https://www.bpn.gov/ccr/doc/UserAccount.pdf </li></ul></ul>
  15. 15. CENTRAL CONTRACTOR REGISTRATION (CCR)
  16. 16. CCR HELP DESK
  17. 17. SETTING UP GLS PROFILE <ul><li>3) Things you need to know </li></ul><ul><li>Name </li></ul><ul><li>Date of Birth </li></ul><ul><li>Last 4 Digits of Social Security Number </li></ul><ul><li>Company Address & Phone Number </li></ul><ul><li>Email Address </li></ul><ul><li>EIN or Tax ID Number </li></ul><ul><li>DUNS </li></ul><ul><li>Create User ID </li></ul><ul><li> - At least 8 characters </li></ul><ul><li> - Please don’t use “&” symbol </li></ul><ul><li>Go to: https://eweb.sba.gov/gls/dsp_login.cfm </li></ul>
  18. 18. SETTING UP GLS PROFILE
  19. 19. SETTING UP GLS PROFILE
  20. 20. SETTING UP GLS PROFILE
  21. 21. SETTING UP GLS PROFILE
  22. 22. SETTING UP GLS PROFILE
  23. 23. SETTING UP GLS PRFILE
  24. 24. BDMIS? <ul><li>Business Development Management Information System </li></ul><ul><li>Stores Information </li></ul><ul><li>Timely process </li></ul><ul><li>Forms </li></ul><ul><li>Secured System </li></ul>
  25. 25. ACCESS TO BDMIS <ul><li>https://eweb.sba.gov/gls/dsp_login.cfm </li></ul>
  26. 26. ACCESS TO BDMIS
  27. 27. ACCESS TO BDMIS
  28. 28. ACCESS TO BDMIS
  29. 29. COMPLETING YOUR FORMS
  30. 30. COMPLETING YOUR FORMS
  31. 31. COMPLETING THE FORMS (ACTION BUTTONS)
  32. 32. COMMON MISTAKES <ul><li>Not Saving/Clicking on Verify Completeness </li></ul><ul><li>Don’t see Form 413? (Must complete Form 1010-Business first) </li></ul><ul><li>Receive “Error Message” on Form 413 </li></ul><ul><li>(Total Value of your attached entries doesn’t match Amount…) </li></ul><ul><li>Don’t know SBA Customer ID Number (Form 1010/Business) </li></ul><ul><li>Don’t know Date of last CCR/DSBS Update </li></ul>
  33. 33. SAVE & VERIFY COMPLETENESS
  34. 34. FORM 413 (MISSING)
  35. 35. ERROR ON FORM 413
  36. 36. ERROR ON FORM 413
  37. 37. SBA CUSTOMER ID NUMBER <ul><li>Go to Central Contractor Registration (CCR) </li></ul><ul><ul><li>www.ccr.gov </li></ul></ul><ul><li>Click on “Small Dynamic Business Search” </li></ul><ul><li>Search Company </li></ul><ul><ul><li>DUNS </li></ul></ul><ul><ul><li>8(a) Case Number </li></ul></ul><ul><ul><li>Company Name </li></ul></ul><ul><li>Click on Company to Open File </li></ul><ul><li>SBA Customer ID# is in the url (http://dsbs.sba.gov/dsbs/search/dsp_profile.cfm?User_Id= P0123456 ) </li></ul>
  38. 38. SBA CUSTOMER ID NUMBER
  39. 39. SBA CUSTOMER ID NUMBER
  40. 40. SBA CUSTOMER ID NUMBER
  41. 41. SBA CUSTOMER ID NUMBER
  42. 42. SBA CUSTOMER ID NUMBER & UPDATE CCR DATE
  43. 43. SIGN/NOTARIZE FORM
  44. 44. COMPLETE APPLICATION FORMS
  45. 45. ASSEMBLE SUPPORTING DOCUMENTATION
  46. 46. SUBMIT THE APPLICATION
  47. 47. DOWNLOAD, PRINT & SIGN
  48. 48. MAIL THE HARD COPY (EXAMPLE)
  49. 49. THANK YOU <ul><li>THE BDMIS TEAM </li></ul><ul><li>[email_address] </li></ul>
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