This document provides information about an upcoming webinar on SBA 8(a) certification hosted by JSchaus & Associates. The webinar will cover the basic eligibility requirements for the 8(a) program, including that an applicant business must be at least 51% owned and controlled by individuals who are socially and economically disadvantaged. It will also discuss what constitutes social and economic disadvantage as well as the requirements for potential success and good character. The webinar information includes details about the speakers and how to register.

1. FED GOV CON
Webinar Wednesdays
2019 Series
JSchaus & Assoc.
Washington DC
+ 1 – 2 0 2 – 3 6 5 – 0 5 9 8

2. About Our Webinars:
- Every Wednesday;
- Complimentary;
- Recorded;
- YouTube & our Website;
- No Questions

3. About Us:
Professional Services for
Federal Contractors
- GSA Sched;
- SBA 8(a);
- Proposal Writing;
- Pricing;
- Contract Administration;
- Business Development

4. Upcoming Events:
TUESDAY - May 8
CONFERENCE: 7th Annual Reston
Chamber B2G Matchmaking
TUESDAY - Aug 6
IN-PERSON CLASS: Intro To GSA Schedules

5. Advertise With Us!
We offer newsletter &
webinar advertising.
CONTACT:
Mallory.Flowers@
jenniferschaus.com
for more information.

6. About Our Speaker:
Timothy A. Furin
Education:
Temple University, J.D.; The JAG School,
LL. M. with a specialty in Gov. Con. Law
Company Name:
Cohen Seglias Pallas Greenhall & Furman
# of Years Federal Gov Con Experience:
16

7. SBA 8a Certification:
What it Takes

8. SBA 8a Certification: What it Takes
2019 – Fed Gov Con Webinar Series - Washington DC
JSchaus & Associates

9. 2019 – Fed Gov Con Webinar Series - Washington DC
JSchaus & Associates
Overall Combined Goals for Federal Government:
• 23% of prime contracting dollars for small businesses
 5% of prime contracts and subcontracts for small disadvantaged
businesses (8(a))
 5% of prime and subcontracts for women-owned small businesses
(WOSB)
 3% of prime contracts and subcontracts for HUBZone small businesses
 3% of prime contracts and subcontracts for service-disabled veteran-
owned small businesses (SDVOSB)

10. What is a “Small” Business?
2019 – Fed Gov Con Webinar Series - Washington DC
JSchaus & Associates

11. 2019 – Fed Gov Con Webinar Series - Washington DC
JSchaus & Associates
SBA Size Standards
• Used by SBA to Determine the Size of a Concern
• Represents the largest size that a business may be to remain classified as
“small”
• Can Be Based on Annual Gross Receipts or Number of Employees
• Standards Vary By Industry – Based on North American Industrial
Classification Codes (NAICS Codes)

12. 2019 – Fed Gov Con Webinar Series - Washington DC
JSchaus & Associates
North American Industry Classification System (“NAICS”) Codes
• Procurement/Solicitation Specific
• Identifies Each Solicitation by Industry

13. 2019 – Fed Gov Con Webinar Series - Washington DC
JSchaus & Associates
Back to SBA Size Standards:
• Once you know the applicable NAICS code, check the corresponding SBA
Size Standard on the SBA’s Website
• https://www.sba.gov/federal-contracting/contracting-guide/size-standards

14. 2019 – Fed Gov Con Webinar Series - Washington DC
JSchaus & Associates
8(a) Program: Basic Eligibility Requirements

15. 2019 – Fed Gov Con Webinar Series - Washington DC
JSchaus & Associates
What is an 8(a) Business?
• Small business 51% unconditionally owned and unconditionally controlled
by one or more:
 Socially disadvantaged AND
 Economically disadvantaged individuals
 Who are of good character
 Citizens of and residing in the United States
 Who demonstrate potential for success

16. 2019 – Fed Gov Con Webinar Series - Washington DC
JSchaus & Associates
Who is Socially Disadvantaged?
• Rebuttable Presumption of Social Disadvantage:
 Black Americans
 Hispanic Americans
 Native Americans
 Asian Pacific Americans
 Subcontinent Asian Americans
 Members of other groups designated from time to time by SBA

17. 2019 – Fed Gov Con Webinar Series - Washington DC
JSchaus & Associates
Who is Socially Disadvantaged?
• An individual must demonstrate that he or she has held himself or herself
out, and is currently identified by others, as a member of a designated
group
• The presumption of social disadvantage may be overcome with credible
evidence to the contrary

18. 2019 – Fed Gov Con Webinar Series - Washington DC
JSchaus & Associates
Who is Socially Disadvantaged?
• An individual not a member of one of the groups may establish individual
social disadvantage
• Evidence of individual social disadvantage must include the following
elements:
• One objective distinguishing feature (race, ethnic origin, gender,
physical handicap)
• Personal experiences of substantial and chronic social disadvantage
• Negative impact on entry into or advancement in the business world
because of the disadvantage. (Education, employment, and business
history)

19. 2019 – Fed Gov Con Webinar Series - Washington DC
JSchaus & Associates
Who is Economically Disadvantaged?
• Individuals whose ability to compete in the free enterprise system has been
impaired due to diminished capital and credit opportunities as compared
to others in the same or similar line of business who are not socially
disadvantaged

20. 2019 – Fed Gov Con Webinar Series - Washington DC
JSchaus & Associates
Who is Economically Disadvantaged?
• Net Worth - excluding the ownership interest in the 8(a) concern, the
equity in the primary personal residence, and IRA/retirement account
funds
• $250,000/$750,000
• Personal income for the past three years
• $250,000 /$350,000
• Fair market value of all assets – excluding IRA/ retirement account funds
• $4,000,000/ $6,000,000

21. 2019 – Fed Gov Con Webinar Series - Washington DC
JSchaus & Associates
What is Potential for Success?
• The applicant concern must possess reasonable prospects for success in
competing in the private sector if admitted to the 8(a) BD program.
• Two years in business rule
• Access to credit and capital
• Technical knowledge in primary industry and sufficient management
experience

22. 2019 – Fed Gov Con Webinar Series - Washington DC
JSchaus & Associates
What is Good Character?
• Case by Case, totality of circumstances analysis:
 Criminal conduct
 Violations of any of SBA's regulations
 Debarred or suspended
 Lacks Business Integrity
 Incarceration
 Dishonest behavior

23. 2019 – Fed Gov Con Webinar Series - Washington DC
JSchaus & Associates
How to Obtain Certification
• Submit application via https://certify.sba.gov/
• Must have a SAM profile to use the certification website
• SBA will then review for approval
• An SBA certification lasts a maximum of 9 years

24. 2019 – Fed Gov Con Webinar Series - Washington DC
JSchaus & Associates
SBA Annual Reviews
• (8)a participants must annually submit information to the servicing SBA
district office to support continued 8(a) program participation
• At a minimum, annual review submissions must include:
• Certification that eligibility requirements are met
• Certification that there are no changed circumstances that could adversely impact eligibility
• Personal financial information for each disadvantaged owner
• A record of all payments, compensation, and distributions made to each owner, officer, or director
• A listing of any fees paid to agents or representatives for assistance in obtaining a Federal contract

25. THANK YOU!
JSchaus & Assoc.
Washington DC
hello@JenniferSchaus.com
www.JenniferSchaus.com
+ 1 – 2 0 2 – 3 6 5 – 0 5 9 8
Speaker: Timothy A. Furin
Email: tfurin@cohenseglias.com
Phone: (267) 238-4718