Disclaimer: Information is current as of Sept. 7, 2017.
Presented by:
Ken Surmeier
Business Opportunity Specialist
HubZone Program Liaison
Information Technology/Web Developer
US Small Business Administration
Kansas City District Office
1000 Walnut Street, Suite 500
Kansas City, MO 64106
Kenneth.surmeier@sba.gov
816.426.4919
Maria Asuelimen teaches about the 8(a) certification process. Learn about federal contracting, doing business with the government, tips from prime contractors, and more.
Maria Asuelimen teaches about the 8(a) certification process. Learn about federal contracting, doing business with the government, tips from prime contractors, and more.
Melvin feller bio and champion for minority and women owned businessesMelvin Feller
As the managing partner of Feller Business Group, Melvin Feller is both diligent in his business and committed to the business of helping both minorities and women own businesses and truly champion their various business styles. Melvin Feller also oversees his company’s ongoing expansion efforts into more businesses into rural America. He also conducts nation wide seminars, mostly free of charge, in order to back his strong belief in minority owned enterprises. He is also an online adjunct professor.
Melvin Feller Founder of Melvin Feller Business Group provides this information in order to assist minority and women owned businesses.
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Our volunteer prepared this presentation about options for incorporating our organization back in the early days. It includes requirements, legal and financial considerations, and a bit more info.
***We are not experts, this is our experience only, please do not consider this professional advice and please don't sue us if it's inaccurate and/or when you use it things don't turn out well!
In this 1 hour webinar hosted by BizCentral USA, we discuss the qualifications and benefits for small business 8a certification. For more information, please visit: http://bizcentralusa.com/minority_business_sba_8a_wbe_mbe.php
Melvin feller bio and champion for minority and women owned businessesMelvin Feller
As the managing partner of Feller Business Group, Melvin Feller is both diligent in his business and committed to the business of helping both minorities and women own businesses and truly champion their various business styles. Melvin Feller also oversees his company’s ongoing expansion efforts into more businesses into rural America. He also conducts nation wide seminars, mostly free of charge, in order to back his strong belief in minority owned enterprises. He is also an online adjunct professor.
Melvin Feller Founder of Melvin Feller Business Group provides this information in order to assist minority and women owned businesses.
Roanoke Entrepreneur Express Franchising Workshop, November 6, 2009Sandy Ratliff
The Virginia Department of Business Assistance partnered with the City of Roanoke, Roanoke County, Virginia Western Community College, Roanoke Regional Partnership and Roanoke Regional Small Business Development Center to conduct the 5th Entrepreneur Express Workshop with a special section on franchising.
Canadian Incorporation - Nonprofit, Charity, etc.CareerSkills
Our volunteer prepared this presentation about options for incorporating our organization back in the early days. It includes requirements, legal and financial considerations, and a bit more info.
***We are not experts, this is our experience only, please do not consider this professional advice and please don't sue us if it's inaccurate and/or when you use it things don't turn out well!
In this 1 hour webinar hosted by BizCentral USA, we discuss the qualifications and benefits for small business 8a certification. For more information, please visit: http://bizcentralusa.com/minority_business_sba_8a_wbe_mbe.php
Business Group Resources (BGR) has helped businesses across a range of industries realize millions of dollars in savings from available business incentive programs. Cutting costs and increasing profits are critical to every business, especially during difficult economic times. However, even when times are good, your company cannot afford to overlook opportunities to improve the bottom line with incentives, grants, and other economic development programs offered through federal, state, and local programs.
Business Group Resources (BGR) is focused on assisting companies in obtaining maximum value from incentives and profit recovery programs. Our integrated suite of consulting services is designed to facilitate a wide range of lucrative programs for your company.
Please review the following attachments. Complete, sign and return to be to begin the estimated 8-10 week process. When ready, let us carve out time to review the program and set the expectation of the process.
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Stephen Konkle from the Small Business Administration (SBA) presents options for City of Evanston businesses in the wake of the COVID-19 disaster. Includes information on the Economic Injury Disaster Loans (EIDL).
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2016 Guangzhou International Shopping Festival
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SBA Selling to the Federal Government
1. 1
SBA Programs and Government Contracting
SELLING TO THE FEDERAL GOVERNMENT
U.S. Small Business Administration
www.sba.gov/mo
2. 2
Government Procurement
FY 2016 Federal Government spent
$409.1B
on prime contracts
The Small Business Act requires that the Federal
Government set aside 23% contract dollars for small
business.
3. 3
Government Procurement
$94 Billion
5%, $4.7B - Small Disadvantaged Business, 8(a)
5%, $4.7B Women Owned Business and EDVOSB
3%, $2.8B HUBZone -Historically Underutilized Business Zone
3%, $2.8B Service Disabled Veteran Owned Business
4. 4
Getting Started:
Does Your Business Qualify for Small Business
Government Contracts?
Four questions:
• Does the Government buy what you are selling
• Are you a small business
• What is the size standard for my business
• Do you fall under a specific certification
5.
6. 6
Small Business Programs
– SBA Certification Programs
– 8(a) Business Development Certification
– HUBZone Certification
– Women Owned Small Business (WOSB)
– Economically Disadvantaged Woman Owned Small
Business (EDWOSB)
7. 7
SBA 8(a) Business Development Program
Purpose:
– To assist eligible small disadvantaged businesses to compete in the
American economy through business development.
– To provide federal contract preferences to qualified small
businesses
8 (a) Program Benefits:
– 9 year program to help the small business grow and develop
– Participants can receive sole-source contracts, up to a ceiling of $4
million for goods and services and $7 million for manufacturing.
– 8(a) firms are also able to form joint ventures to bid on contracts.
– 8(a) firms may participate in the mentor/protégé program.
– Training workshops
8. 8
Who is socially disadvantaged?
Social disadvantage must stem from circumstances
beyond ones control
– Subject to racial or ethnic prejudice
– Cultural bias within American society
– Members of a designated group:
Black Americans; Hispanic Americans; Native Americans
Asian Pacific Americans, Subcontinent Asian Americans
– Other disadvantaged individuals will be required to provide a narrative
regarding social disadvantage 13CFR124.103(c)
– preponderance of evidence
9. 9
Who is economically disadvantaged?
• Individuals whose ability to compete in the free enterprise system
has been impaired
• Everyone applying for 8(a) must complete a narrative on economic
disadvantage
• Federal Regulation Citation: 13CFR124.104
SBA Will Consider:
1. Personal Financial Condition/net worth
2. Excluding the individual’s equity in the firm, equity in the primary
residence, and retirement funds that are not accessible without
significant penalties.
3. Personal Income for 3-yrs average must not exceed $250,000
($350,000)
4. Total Assets must not exceed $4M ($6M)
10. 10
Other Requirements
• Be a US citizen
• Must be small according to SBA’s size standards
• At least 51% unconditional ownership by the
disadvantaged person(s).
• Must be controlled, managed and operated full-
time by the disadvantaged person(s).
11. 11
Other Requirements
Good Character
• Violations of any SBA regulations
• Debarred or suspended individuals or firms
• Any firm or any of its principals that fail to pay financial
obligations to the Federal Government
• Evidence that the firm knowingly submitted false
information during the application process
• Applicant firms and principals that lack business integrity
as shown by an indictment, guilty plea or civil judgment
• Any principal who is incarcerated or on parole or
probation
12. 12
Other Requirements
• Potential for Success: must be in business in its primary
NAICS code for at least two full years immediately prior to the
date of its 8(a) application.
• Proof of two years operation is verified by revenues reported in
business tax returns.
• Exception (13CFR124.107)
• Financial capability: sufficient capitalization, financial
performance, bonding capacity, manageable debts.
• Managerial and Technical capability: performance on
previous contracts, firm has the necessary personnel, licenses,
certifications, and facilities.
13. 13
Applying to the 8(a) Business Development Program
– www.sba.gov => Contracting => 8(a) Business Development
– How to Apply
– Steps to Applying to the 8(a) Program
– Before you Apply
– Additional Information Before you Apply
– 8(a) Application Checklist
The Division of Eligibility & Certification
San Francisco, CA
14. 14
Applying to the 8(a) Business Development Program
– SBA reviews application for completeness and notifies firm of
deficiencies within 15 days.
– If incomplete, applicant submits corrections within 15 days and a
determination of completeness is made by SBA within 10 days of
receipt of firm’s response.
– Applicant advised of outcome by the Associate Administrator
within 90 days from the date completed application was accepted.
– If declined, applicant advised of right to request reconsideration
within 45 days of date of decline. Should the concern not seek
reconsideration, there is a mandatory 12 month waiting period
before firm may reapply.
– If declined after reconsideration, there is a mandatory 12 month
waiting period before firm may reapply.
15. 15
HUBZone Program
Historically Underutilized Business Zone
– Established in 1997 by Public Law 105-135;
– Purpose of the program:
– To help distressed communities reverse a sluggish economy;
– To provide federal contract preferences to qualified small
businesses.
– What is a HUBZone? – www.sba.gov HUBZone maps
– An area as small as a city block and as large as a county;
– Areas typically are located in distressed urban areas and rural
communities with low median household incomes and high
unemployment
16. 16
HUBZone Requirements
Qualifying for HUBZone:
– Principal Office must be in a HUBZone
• Principal office is the office with the most employees
– Worksite can be anywhere;
– At least 35% of its employees must reside in any
designated HUBZone area – at least 180 days
– NAICS Code determines size standards
• Must be a Small Business
– 51% of the ownership and control must be US Citizens;
• Definition of employee : 40hrs/month = full-time
17. 17
Benefits of the HUBZone Program
• 10% price evaluation preference in full and open
contract competitions, as well as subcontracting
opportunities.
• Competitive and sole source contracting
• The federal government has a goal of awarding 3% of all
dollars for federal prime contracts to HUBZone-certified
firms.
18. 18
How to Apply to the HUBZone Program
www.sba.gov » Contracting » Government Contracting Programs »
HUBZone Program » Applying for the HUBZone Program
You will see:
• The Application Process Before You Begin
• Application Process Steps
• Frequently Asked Questions
19. 19
Women Owned Small Businesses Programs
WOSB/EDWOSB
– Established February 4, 2011
• Makes it easier for women-owned companies to
compete for and win federal contracts.
• Provides agencies a tool to achieve WOSB contracting
goal (5% of its prime contracting dollars must be
awarded to WOSBs)
20. 20
Women Owned Small Businesses Programs
• 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
• This woman must work at business full-time during normal
working hours.
• No minimum amount of time for the business to be operational
21. 21
Women Owned Small Businesses Programs
Economically Disadvantaged
Women Owned Small Businesses
All WOSB criteria PLUS
– Personal net worth of less than $750,000
• EXCLUDES: ownership in business and primary personal residence
• EXCLUDES: income reinvested or used to pay taxes of business
• EXCLUDES: funds reinvested in official retirement account
• EXCLUDES: transferred assets within two years if to or on behalf of
immediate family member for specific purpose
– Adjusted gross yearly income averaged over the three years
preceding the certification less than $350,000
– Fair market value of all assets are less than $6 million
22. 22
Women Owned Small Businesses Programs
WOSB
• Currently self-certify/ or third party certifiers
• Add documents to repository, https://certify.sba.gov/
– Verification of US citizenship
– Corporate information relating to verifying ownership by a woman or women
EDWOSB
• Women claiming economic disadvantage
• Additional documents to repository:
– As required by the program
23. 23
Women Owned Small Businesses Programs
For questions relating to the WOSB/EDWOSB program, please email
wosb@sba.gov
For questions relating to the certify.SBA.gov system, please email
certify@sba.gov
or you can always email - kenneth.surmeier@sba.gov
Questions ???
24. 24
Useful Websites
• U.S. Small Business Administration
– www.sba.gov
– www.sba.gov/mo
• 8(a) Program
– www.sba.gov/8abd
• Hubzone
– www.sba.gov/hubzone
• Woman Owned/EDWOSB
– www.sba.gov/wosb
• System for Award Management
– www.SAM.gov
25. 25
Resource Partners for Assistance
Willis Mushrush
417.256.2391
Bronwen Elizabeth Madden
417.255.7966
26. 26
For more information about these programs or SBA please contact
Ken Surmeier
816.426.4919
kenneth.surmeier@sba.gov
Thank you for attending