Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

Women Owned Small Business Workshop 01/29/13


Published on

Slides from Darlene Brakefield's WOSB workshop held 01/29/13

Published in: Business
  • Be the first to comment

  • Be the first to like this

Women Owned Small Business Workshop 01/29/13

  1. 1. UNCLASSIFIED Office of Small Business Programs Alice M. Williams, Associate Director Office of Small Business Programs January 2013Agile – Proficient – Trusted UNCLASSIFIED
  2. 2. UNCLASSIFIEDAgile – Proficient – Trusted “…our Small Business offices throughout the Army work hard to develop and integrate innovative methods for enhancing business opportunities for small businesses of all types. Not just for the sake of meeting our goals, but to ensure that a fair portion of contract awards are placed in the hands of small businesses.” Camille M. Nichols Major General, U.S. Army Commanding
  3. 3. ACC at a Glance Ft Lewis (JBLM) Ft Wainwright 103 Permanent Locations 103 Permanent Locations Tobyhanna AD Ft Drum Carlisle Barracks Watervliet Arsenal Umatilla CD Letterkenny AD Ft Devens Natick Adelphi Ft McCoy West Point Ft Richardson CC Picatinny CC Warren Arsenal Ft Dix CC APG / Edgewood CC Sierra AD Tooele AD Rock Island Ft Meade II Dugway PG Alexandria/Ft Myer CC Rocky Mountain Ft A. P. Hill 904 Ft Belvoir Moffett Field Arsenal Ft Leavenworth Crane AAP MCC MCC Ft Lee Peterson Scott AFB Ft Eustis MCC Presidio of Monterey Ft Carson AFB Ft Riley Bluegrass Ft Knox AD / CF Research Triangle Park Pueblo CD Ft Leonard Wood II IIFt Hunter Ft Campbell Liggett Ft Bragg 900 905 MCC Ft Irwin Ft Jackson X ACC McAlester AAP RSA RCOBluff Shaw AFB 408 Ft Sill Anniston Pine AD / CF Ft Gordon Yuma PG ECC Red River AD Ft Stewart WSMR II Ft Benning Schofield Barracks Ft Huachuca MCC 901 CC Japan Ft Bliss Ft Rucker ... X Ft Hood 413 Ft Buchanan X Ft Polk CCT 410 MICC Eglin AFB Ft Shafter MCC FSH ... Cp Zama II X 916 X CCT 409 412 Corpus Christi Other overseas TDA Miami RCO Benelux Belgium Kadena AB, Okinawa TCC RCO Peru Peru RCO GTMO Cuba Key West NAS Legend II X II 903 X RCO Soto Cano Honduras 411 906 Unit/organization ... Includes a C2unit / organization 414 RCO Bogota Columbia Yongsan Cp ... SCCT RCO Sub Ofc ... DOC Coiner SCCT MTOE unit ... ... SCCT Wiesbaden Bamberg Vicenza CCT CCT ... ... ... Osan AB Cp TDA organization Livorno CCT ... ACC CCT CCT RCO Humphreys ... Grafenwoehr ACC Qatar Kaiserslautern RCO CCT Kuwait CCT RCO General Officer Command RCO As Sayliyah Schwetzingen Ansbach Cp Arifjan ... Kunsan AB Taegu ... RCO SES Command Stuttgart Sub Ofc Italy Korea Germany Kuwait Qatar CCT RCO CCT RCO Sub Ofc 3
  4. 4. A True A True Business Business Advisor Advisor Contracting Industry Industry Industry Industry Process Process A Focus on A Focus on Performance PerformancePursuing Excellence:Pursuing Excellence: Team Ownership Dividends: Team Ownership Dividends: ••A Stronger Understanding of Full Picture A Stronger Understanding of Full Picture••Completing Military & Civilian Growth Completing Military & Civilian Growth ••United Front for the Warfighter United Front for the Warfighter••Developmental Assignments Developmental Assignments ••Plans That Account for all Considerations Plans That Account for all Considerations••Communities of Practice Communities of Practice ••Solutions NOT Pursued in a Vacuum Solutions NOT Pursued in a Vacuum••Performance Metrics Performance Metrics ••What we Need and When we Need it What we Need and When we Need it••Industry Executive Council & Forums Industry Executive Council & Forums ••Holding Vendors Accountable Holding Vendors Accountable••Standard Tools & Better Communication Standard Tools & Better Communication••Advising and Assisting at all Steps Advising and Assisting at all Steps Customers ••Involvement end-to-end Involvement end-to-end 4
  5. 5. Army Contracting Command Office of Small Business Programs Address: AMSCC-SB 3334A Wells Road Redstone Arsenal, AL 35898 Ms. Alice Williams Associate Director Phone: 256-955-5719 E-mail: Ms. Pamela Monroe Location: Redstone, Bldg. 3329 Associate Director Phone: 703-428-0745 Mr. Christopher A. Evans Ms. Karen Baker Procurement Analyst Ms. Sandy Stamps Procurement Analyst ACC – National Capital Region Deputy Associate Director ACC-NCR ACC-NCR Phone: 730-428-0750 Phone: 730-428-0834 Vacant Vacant E-Mail: Phone: 256-955-5718 Location: Alexandria, Hoffman II E-mail Location: Redstone, Bldg. 3329 Ms. Dawn Robinson Ms. Darlene Brakefield Veteran-Owned Business Advocate Women-Owned Business Advocate Phone: 256-955-5402 Phone: 256-955-5407 Phone: 256-955-5403 E-mail: E-Mail: Location: Redstone, Bldg. 3329 Location: Redstone, Bldg. 3329Current as of Jan 2013 5
  6. 6. UNCLASSIFIED Women-Owned Small Business (WOSB) Federal Contract Program PresentationDarlene BrakefieldWOSB Program Manager UNCLASSIFIED 6
  7. 7. Overview of WOSB Federal Contract ProgramIt authorizes contracting officers to set aside certain federal contracts for eligible: Impact of this program• Women-owned small businesses • Levels the playing field for WOSBs (WOSBs) or UNCLASSIFIED to compete for and win federal UNCLASSIFIED• Economically disadvantaged women- contracts owned small businesses (EDWOSBs) • Provides a tool to help us meet our WOSB contracting goal • Ultimately, the program helps create and retain more jobs for WOSBs 7
  8. 8. UNCLASSIFIED Eligibility Requirements for WOSBs 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 UNCLASSIFIED UNCLASSIFIED The woman must make the long-term decisions for the business A 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 8
  9. 9. Eligibility Requirements for EDWOSBs Same requirements as WOSBs PLUS: U  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** UNCLASSIFIED  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 * 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 eventNote: SBA will look at a spouse’s finances if the spouse has a role in the WOSB/EDWOSB, has lent money to or NCLASSIFIEDprovided financial support (including credit or guarantee of loan) to the business. SBA may also look at spouse’sfinances if both spouses are in same or similar line of business and businesses share names, websites, equipmentand employees. 9
  10. 10. Requirement for Joint VenturesA WOSB/EDWOSB may submit an offer as a joint venture with another smallbusiness if the following requirements are met:  Size: Combined annual receipts or employees of joint venture must meet NAICS code assigned to contract  EDWOSB/WOSB must be managing partner  EDWOSB/WOSB employee must be project manager responsible for UNCLASSIFIED performance of the contract UNCLASSIFIED  EDWOSB/WOSB must receive at least 51% of net profits  The joint venture agreement must be in writing  Joint venture must meet subcontracting limitationsNote: Joint venture agreement does not have to be approved by SBA 10 10
  11. 11. Requirements for WOSB and EDWOSB Set Asides (SA) WOSB Set and EDWOSBs if they meet the following requirements : KO may set aside contracts for WOSBs Aside EDWOSB Set AsideIndustries WOSB Set Aside • NAICS code assigned to solicitation is in EDWOSB Set Aside • NAICS code assigned to solicitation is inIndustries • NAICS code in which WOSBs are is in • NAICS code assigned to solicitation is in an industry assigned to solicitation an industry in which WOSBs are an industry in underrepresented substantially which WOSBs are underrepresented an industry in which WOSBs are substantially underrepresented (157 • 38 4-digit NAICS designated • 45 4-digit NAICS designated (373 underrepresented 6-digit NAICS) • 38 4-digit NAICS designated (157 6-digit NAICS) • 45 4-digit NAICS designated (373 6-digit NAICS) UNCLASSIFIED 6-digit NAICS)Rule of two UNCLASSIFIED Contracting officer has reasonable • Contracting officer has reasonable •Rule of two • Contracting officer has reasonable • Contracting officer has reasonable expectation that 2 or more WOSBs will expectation that 2 or more EDWOSBs expectation that 2 or more WOSBs will expectation that 2 or more EDWOSBs submit an offer will submit an offer submit an offer are WOSBs * Note: All EDWOSBs will submit an offer are EDWOSBs * Note: Not all WOSBs * Note: All EDWOSBs are WOSBs * Note: Not all WOSBs are EDWOSBsAward priceAward price • Anticipated award price including options does not exceed the statutory thresholds of $6.5M for manufacturing or $4M for other contracts (different from sole source of $6.5M for manufacturing or $4M for other contracts (different from sole source thresholds for SDVOSB and HUBZone) • If proposals comes in higher than above thresholds, award can still be made if anticipated award price (including options) was within the statutory thresholds • Contract can be awarded at fair market price 11
  12. 12. Substantially Underrepresented NAICS for WOSB SA U1. 2372 - Land Subdivision 21. 5324 - Commercial and Industrial Machinery and2. 3152 - Cut and Sew Apparel Manufacturing Equipment Rental and Leasing3. 3231 - Printing and Related Support Activities 22. 5411 - Legal Services4. 3259 - Other Chemical Product and Preparation Manufacturing 23. 5412 - Accounting, Tax Preparation, Bookkeeping and5. 3328 - Coating, Engraving, Heat Treating and Allied Payroll Services Activities 24. 5417 - Scientific Research and Development Services6. 3329 - Other Fabricated Metal Product Manufacturing 25. 5418 - Advertising, Public Relations, and Related Servic7. 3371 - Household and Institutional Furniture and Kitchen UNCLASSIFIED 26. 5615 - Travel Arrangement and Reservation Services Cabinet Manufacturing8. 3372 - Office Furniture (including Fixtures) Manufacturing 27. 5619 - Other Support Services9. 3391 - Medical Equipment and Supplies Manufacturing 28. 5621 - Waste Collection10. 4841 - General Freight Trucking 29. 5622 - Waste Treatment and Disposal11. 4889 - Other Support Activities for Transportation 30. 6114 - Business Schools and Computer and Manageme12. 4931 - Warehousing and Storage Training13. 5111 - Newspaper, Periodical, Book, and Directory Publishers 31. 6115 - Technical and Trade Schools14. 5112 - Software Publishers 32. 6117 - Educational Support Services15. 5171 - Wired Telecommunications Carriers 33. 6242 - Community Food and Housing and Emergency an NCLASSIFIED16. 5172 - Wireless Telecommunications Carriers (except Other Relief Services Satellite) 34. 6243 - Vocationnel Rehabilitation Services17. 5179 - Other Telecommunications18. 5182 - Data Processing, Hosting and Related Services 35. 7211 - Traveler Accommodation19. 5191 - Other Information Services 36. 8112 - Electronic and Precision Equipment Repair and20.5312 - Offices of Real Estate Agents and Brokers Maintenance21. 5324 - Commercial and Industrial Machinery and 37. 8129 - Other Personal Services Equipment Rental and Leasing 38. 8139- Business, Professional, Labor, Political and Simil Organizations 12
  13. 13. Underrepresented NAICS for EDWOSB SA1. 2213 - Water, Sewage and Other Systems 23. 4881 - Support Activities for Air Transportation2. 2361 - Residential Building Construction 24. 4884 - Support Activities for Road Transportation3. 2371 - Utility System Construction 25. 4885 - Freight Transportation Arrangement4. 2381 - Foundation, Structure and Building Exterior 26. 5121 - Motion Picture and Video Industries Contractors 27. 5311 - Lessors of Real Estate5. 2382 - Building Equipment Contractors 28. 5413 - Architectural, Engineering and Related Services6. 2383 - Building Finishing Contractors 29. 5414 - Specialized Design Services7. 2389 - Other Specialty Trade Contractors 30. 5415 - Computer Systems Design and Related Services8. 3149 - Other Textile Product Mills 31.5416 - Management, Scientific and Technical Consulting9. 3159 - Apparel Accessories and Other Apparel Services Manufacturing 32. 5419 - Other Professional, Scientific and Technical Services10. 3219 - Other Wood Product Manufacturing 33. 5611 - Office Administrative Services11. 3222 - Converted Paper Product Manufacturing UNCLASSIFIED 34. 5612 - Facilities Support Services12. 3321 - Forging and Stamping 35. 5614 - Business Support Services13. 3323 - Architectural and Structural Metals Manufacturing 36. 5616 - Investigation and Security Services14. 3324 - Boiler, Tank and Shipping Container Manufacturing 37. 5617 - Services to Buildings and Dwellings15. 3333 - Commercial and Service Industry Machinery 38. 6116 - Other Schools and Instruction Manufacturing 39. 6214 - Outpatient Care Centers16. 3342 - Communications Equipment Manufacturing 40. 6219 - Other Ambulatory Health Care Services17. 3345 - Navigational, Measuring, Electromedical and 41. 7115 - Independent Artists, Writers, and Performers Control Instruments 42. 7223 - Special Food Services18. 3346 - Manufacturing and Reproducing Magnetic and 43. 8111 - Automotive Repair and Maintenance Optical Media 44.8113 - Commercial and Industrial Machinery and19. 3353 - Electrical Equipment Manufacturing Equipment (except Automotive and Electronic)20. 3359 - Other Electrical Equipment and Component Repair and Maintenance Manufacturing 45.8114 - Personal and Household Goods21. 3369 - Other Transportation Equipment Manufacturing22. 4842 - Specialized Freight Trucking 13
  14. 14. WOSB Program Certification Self Certification  Free, no cost There are two ways to certify for the  Register in SAM as WOSB or EDWOSB WOSB program :  Compile and upload all required documents to the repository Self certification with supporting  Represent status in ORCA documents, or Third Party Certification Third Party Certification With supporting documents Register in SAM as WOSB or EDWOSB  Obtain certification from an SBA- approved Third Party Certifier • SBA has four organization designated  Compile and upload all required WOSB or EDWOSB forms required to documents to the repository  Represent status in ORCA be notarized. 14
  15. 15. UNCLASSIFIED Documents to Upload to the WOSB Program Repository? Self CertificationWhat is the WOSB Program Repository? Birth certificates, naturalization papers,•SBA created a secure document warehouse unexpired passports to verify U.S. citizenshipto upload required documents Copy of JV agreement (if applicable) Copy of OMB’s WOSB/EDWOSB Certification•Register in SBA’s General Log-In System form “Doing Business As” (DBA) certificate•Access to WOSB’s documents is only Corporate information relating to verifying ownership by a woman or women;available to: etc. • WOSB that submitted documents EDWOSBs: All of above and SBA Form 413, • SBA Personal Financial Statement, for each woman claiming economic disadvantage. • Contracting Officer and/or Contract Specialist if given permission by the Third Party Certification WOSB El Paso Hispanic Chamber of Commerce National Women Business Owners Corporation U.S. Women’s Chamber of Commerce Women’s Business Enterprise National Council. 15
  16. 16. Additional Information About WOSB Program• The same subcontracting limitations that apply for small business set asides apply for the WOSB program• By statute, the WOSB program does Examinations sole source Eligibility not authorize UNCLASSIFIED awards 16
  17. 17. Steps to participate in the WOSB/EDWOSB Program Read the WOSB Federal Contract program in Federal Acquisition Regulations Part 19. 215 Read SBA WOSB Compliance Guide at Register in Systems for Awards Management (SAM) as WOSB or EDWOSB Log onto SBA’s General Login System (GLS) Go to the WOSB Program Repository Upload / categorize all required documents Represent status in Online Representations and Certifications Application (ORCA) 17
  18. 18. ACC Supports WOSB Program• Developed training presentation on the WOSB Federal Contract Program to be used as template to train acquisition staff. Subordinate commands were requested to provide training to their staff and to report when training was completed• ACC WOSBP Program Manager worked closely with small business specialists to identify contracting opportunities• Monitored and reported quarterly WOSB achievement to senior leaders.• Set-asides for WOSB continue to be an initiative and focus area. 18
  19. 19. WOSB AWARDSWOSB Awards(FY12) $1.6 B !!Set-Aside Awards(FY12) - EDWOSB $18.11M (Environmental Consulting Services, Plumbing, Heating, AC Services, Roofing Contractor, Computer Facilities Mgt Services) - WOSB $12.83M (Computer Training, Small Arms Ammunitions, Hotel Services, Book Publisher, Advertisement Service, Telecommunications) 19
  20. 20. For more opportunitiesFedBizOpps.Gov Single Face to Industries 20
  21. 21. SBA News ReleaseThe 2013 National Defense Authorization Act (NDAA) - Removed restricted contract award threshold allowed for WOSB and EDWOSB. - SBA to identify and report more industries that are underrepresented by WOSB.- SBA working with the Office of Federal Procurement Policy to implement changes to the Federal Acquisition Regulations. 21
  22. 22. For More Information Visit Small Business Administration (SBA) Contact SBA answer desk: - 1-800-U-ASK-SBA (1-800-827-5722) - Answer Desk TTY (704) 344-6640 (Spanish) - Email Visit Local Resources - Small Business District Offices Find your local office at: - Women’s Business Center North Alabama - Small Business Development Centers Find your local center at: - Procurement Technical Assistance Centers Find your local center at - Alabama Small Business Development Center – Huntsville Al - Army Contracting Command OSBP 22