• Share
  • Email
  • Embed
  • Like
  • Save
  • Private Content
WOSB Program
 

WOSB Program

on

  • 1,051 views

 

Statistics

Views

Total Views
1,051
Views on SlideShare
987
Embed Views
64

Actions

Likes
1
Downloads
0
Comments
0

1 Embed 64

http://trainingnd.com 64

Accessibility

Upload Details

Uploaded via as Microsoft PowerPoint

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

    WOSB Program WOSB Program Presentation Transcript

    • Deb Eslinger Laurie Morse-Dell February 23, 2012 Women-Owned Small Business (WOSB) Federal Contract Program
    • Topics for Discussion
      • Define: WOSB & EDWOSB
      • Overview of the WOSB Program
      • Eligibility requirements
      • FAQs
      • Certification and Repository
    • WOSB EDWOSB WOSB JV EDWOSB JV SDVO CCR ORCA SBA PTAC PAC SBDC ND MN DBE DEB LMD CTB SCORE GSA CO GLS DUNS NAICS
    • Define WOSB and EDWOSB
    • What is a Women Owned Small Business ( WOSB )
      • A Small Business – according to your primary industry classification in the size standards of North American Industry Classification System (NAICS)
      • Not less than 51% unconditionally and directly owned and controlled by one or more women who are US citizens
    • What is a Economically Disadvantaged Women Owned Small Business ( EDWOSB )
      • A Small Business – according to your primary industry classification in the size standards of North American Industry Classification System (NAICS)
      • Not less than 51% unconditionally and directly owned and controlled by one or more women who are US citizens and are economically disadvantaged
    • Overview of WOSB Program
    • Overview of WOSB Program
      • The WOSB program authorizes contracting officers to set aside certain federal contracts for eligible:
        • Women-Owned Small Businesses ( WOSBs ) or * Note: Not all WOSBs are EDWOSBs
        • Economically Disadvantaged Women-Owned Small Businesses ( EDWOSBs ) * Note: All EDWOSBs are WOSBs
    • Impact of WOSB Program
      • Levels the playing field for WOSBs to compete for and win federal contracts
      • Provides procuring agencies a tool to help meet their WOSB contracting goal (Fed. Gov. must award 5% of prime contracting dollars to WOSBs)
      • Ultimately, the program helps create and retain more jobs for WOSBs
    • * A complete list of applicable NAICS codes can be found at www.sba.gov/wosb Requirements for Set Asides WOSB Set Aside EDWOSB Set Aside Industries
      • NAICS code assigned to solicitation, IFB or quote is in an industry in which WOSBs are substantially underrepresented
      • NAICS code assigned to solicitation, IFB or quote is in an industry in which WOSBs are underrepresented
      Rule of two
      • Contracting officer has reasonable expectation that 2 or more WOSBs will submit an offer
      • Contracting officer has reasonable expectation that 2 or more EDWOSBs will submit an offer
      Award price
      • Anticipated award price including options does not exceed the statutory thresholds of $6.5M for manufacturing or $4M for other contracts
      • Contract can be awarded at fair market price
    • Example 1
        • The requirement is assigned NAICS 812990, Other Personal Services, and has an estimated value of $12M
        • The Contracting Officer cannot set aside the acquisition for WOSBS even though NAICS 8129 is an industry in which WOSBs are substantially underrepresented because the dollar value of the procurement exceeds the statutory thresholds. If the dollar value were less than $4M, it could be set aside for WOSBs.
    • Example 2
        • The requirement is assigned NAICS 518210, Data Processing, Hosting and Related Services, with an estimated value of $2.8M
        • The Contracting Officer can set aside the requirement for WOSBs because NAICS 5182 is an industry in which WOSBs are substantially underrepresented and the dollar value of the procurement does not exceed the statutory thresholds
        • The Contracting Officer cannot set aside the requirement for EDWOSBs; however, since EDWOSBs are also WOSBs, they can submit an offer in response to this WOSB set aside
    • Example 3
        • The requirement is assigned NAICS 561410, Document Preparation Services, and has an estimated value of $2M
        • The Contracting Officer can set aside the acquisition for EDWOSBs because NAICS 5614 is an industry in which WOSBs are underrepresented and the dollar value is less than the statutory threshold of $4M
        • The Contracting Officer cannot set aside the acquisition for WOSBs because NAICS 5614 is NOT an industry in which WOSBs are substantially underrepresented
    • The same subcontracting limitations that apply for small business set asides apply for the WOSB program
    • How to Qualify
    • 1. Meet Requirements
        • The woman must manage the day-to-day operations
        • The woman must make the long-term decisions for the business
        • The woman must hold highest officer position
        • The woman must work at the business full-time during normal working hours
        • No minimum amount of time the business has been operational
      Eligibility Requirements for a WOSB
        • Same requirements as WOSBs 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 assets is $6 million or less excluding:
          • Funds reinvested in IRA or other official retirement account
      Eligibility Requirements for a EDWOSB
    • 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 the same or similar line of business and businesses share names, websites, equipment and employees.
    • Requirements for Joint Ventures
      • WOSB/EDWOSB may submit offer as a joint venture with another small business if:
        • Size: Combined annual receipts or employees of joint venture meets NAICS code assigned to contract
        • EDWOSB/WOSB is managing venturer
        • EDWOSB/WOSB employee is project manager
        • EDWOSB/WOSB receives at least 51% of net profits
        • The joint venture agreement is in writing
        • Joint venture meets subcontracting limitations
      • Note: Joint venture agreement does not have to be approved by SBA
    • Active 8(a) Firms
      • Eligible for WOSB program if:
      • At least 51% unconditionally and directly owned by women who are U.S. citizens *
      • The woman manages day-to-day operations
      • The woman makes the long-term decisions for the business
      • The woman holds highest officer position
      • The woman works at the business full-time during normal working hours
    • 2. Get Certified
    • WOSB Certification
        • SBA does not certify companies into the program.
      • There are two ways to certify for the WOSB program:
        • Self certification with supporting documents, or
        • Third Party Certification with supporting documents
    • WOSB - Self Certification
        • Free, no cost
        • Register in CCR as WOSB or EDWOSB
        • Compile and upload all required documents to the repository
        • Represent status in ORCA
    • WOSB – 3 rd Party Certification
      • Register in CCR as WOSB or EDWOSB
      • Obtain certification from an SBA-approved Third Party Certifier
      • Compile and upload all required documents to the repository
        • Represent status in ORCA
    • WOSB – 3 rd Party Certifiers
      • El Paso Hispanic Chamber of Commerce
      • National Women Business Owners Corporation
      • US Women’s Chamber of Commerce
      • Women’s Business Enterprise National Council
    • 3. Register with Federal Government
    • Obtain a D-U-N-S Number
      • Dun & Bradstreet D-U-N-S Number is a 9 digit ID for each physical location of your business.
      • www.bpn.gov/ccr/default.aspx
    • Central Contractor Registration (CCR)
      • Online database of companies wanting to do business with the federal government
      • www.bpn.gov/ccr/default.aspx
    • Online Representations and Certifications Application (ORCA)
      • Certify that the information provided about your company and its business activities is correct
      • orca.bpn.gov
    • 4. Submit Documentation
    • WOSB Program Repository
      • Documents verifying a WOSB/EDWOSBs eligibility are submitted to the Contracting Officer (CO) in an online document warehouse
      • Accessible by the WOSB, SBA and the CO (only if the firm gives the CO permission to access the documents).
      • To access the WOSB Repository log onto the General Login System (GLS) eweb.sba.gov/gls
    • Documents Needed
      • Third Party Certification
        • Copy of third party certification
        • Copy of Joint Venture agreement if applicable
        • Signed copy of WOSB or EDWOSB Program Certification
    • Documents Needed
      • Self Certification
        • Birth Certificate, Naturalization or unexpired Passports
        • Copy of Joint Venture agreement if applicable
        • For limited liability companies:
          • Articles of organization
          • Operating agreement
        • Corporations:
          • By-laws
          • All issued stock certificates, stock ledger, and voting agreements
          • Signed copy of WOSB or EDWOSB Program Certification
    • Documents Needed
        • Partnerships:
          • Partnership agreement
        • DBA certificate
        • Copy of WOSB Program Certification-WOSB
        • EDWOSB’s:
          • SBA form 413
          • Personal financial statement
          • WOSB Program Certification- EDWOSB
    • Find & Apply for Opportunities
    • How do I know if a requirement is set aside for WOSBs or EDWOSBs
      • Look for Federal Business Opportunities at www.fbo.gov
    • www.sba.gov/wosb CTB: 701-223-0707 Deb Eslinger: [email_address] Laurie Morse-Dell: [email_address] Questions?