Federal Certification Program Statistics

Transcription

1

2 Federal Certification Program Statistics Government-Wide Performance (in dollars spent) Overall Small Business 24.34% (goal 23%) WOSB 4.79% (goal 5%) SDB 9.53% (goal 5%) SDVOSB 3.98% (goal 3%) HUBZone 1.67% (goal 3%) (2016, FPDS-NG Prime Contracting Data as of 2/17/2017) SBA publishes SCORECARDS annually 2

3 Federal Contract Certifications Self-Certifications - Small Business (13 CFR 121) - Small Disadvantage Business (13 CFR ) - Service Disabled Veteran-Owned Small Business (13 CFR 125.8) - Woman-Owned Small Business (13 CFR 127) Formal Certification Programs - 8(a) Business Development (13 CFR 124) - HUBZone (13 CFR 126) ecfr.gov

4 Small Business and SDB Small Business Certification: Self-Certifying in SAM.gov (13 CFR ) NAICS Codes: # employees; revenues Small Disadvantaged Certification: Self-Certifying in SAM.gov 51% owned, managed and controlled by a socially & economically disadvantaged individuals 5% of all Federal Contracting dollars

5 Must be small: NAICS codes size standard 51% ownership must be held by qualifying party and U.S. Citizen Qualifying party must be the highest ranking Economically Disadvantaged (Economically-Disadvantaged) Woman-Owned Small Business 13 CFR 127/FAR % goal All WOSB criteria PLUS Personal net worth < $750,000 EXCLUDES: ownership in business/equity in personal residence EXCLUDES: income reinvested or used to pay taxes of business EXCLUDES: funds reinvested in official retirement account (if penalized for withdrawals) EXCLUDES: transferred assets within two years if to or on behalf of immediate family member for specific purpose 3 year AGI less than $350,000 Assets less than $6 million 5

6 (Economically-Disadvantaged) Woman-Owned Small Business The contracting officer shall verify that the apparent successful offeror (1) Is registered in the System for Award Management (SAM); (2) Is self-certified as an EDWOSB or WOSB concern in SAM; and (3) Has submitted documents verifying its eligibility at the time of initial offer to the WOSB Program Repository (CERTIFY.SBA.GOV) WOSB is either self-certification or third party (4 certifiers) NAICS code requirement Underrepresented or severely underrepresented 45 WOSB 38 EDWOSB

7 Service Disabled Veteran-Owned Small Business 13 CFR % goal -Be a small business -Represent in SAM.gov -Be at least 51% owned and controlled by one or more service-disabled veterans -Have one or more service-disabled veterans manage day-to-day operations and also make long-term decisions -Eligible veterans must have a service-connected disability -DD Form 214 and VA Certified Letter as to disability

8 8(a) 13 CFR % goal CERTIFY.SBA.GOV Applicant must be a Small Business by NAICS Code determination Applicant must be socially disadvantaged (13CFR ) Applicant must be economically disadvantaged (13CFR ) 51% of the business owned by a U.S. citizen who is a socially and economically disadvantaged individual: 1. Personal Financial Condition/net worth must not exceed $250,000 ($750,000) 2. Personal Income for 3-yrs average must not exceed $250,000 ($350,000) 3. Total Assets must not exceed $4M ($6M) 8

9 8(a) Business Development Program SBA certified (yearly review by SBA District Office) 9-year term - no renewals All 8(a) firms are SDBs Sole Source (up to 4MM or 7.0MM) and Competitive procurements Award must be made at fair market price Benefits of 8(a): Joint Ventures & Mentor-Protégé agreements

10 HUBZone Program FAR / 13 CFR % goal 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 NAICS Code determines size standards Must be a Small Business 51% of the ownership must be US Citizens; Definition of employee : 40hrs/month = full-time 10

11 HUBZone Requirements SBA certified - no term limits; Recertification required every 3 years; Sole-source / Competitive procurements 10% price evaluation preference Principal office: in a HUBZone 35% of employees live in a HUBZone Are you in a HubZone?

12 Size Protests Office of Government Contracting Size Protest - 13 CFR Who: responsive offeror, CO, SBA Area Director Where: Contracting Officer, then SBA office HQ of protested concern When: 5 days (not including weekends or holidays) after award this is general, more specific: 13 CFR

13 NAICS Appeals NAICS Appeal - 13 CFR Who: any person adversely affected by a NAICS code designation, AA for SBA program, When: 10 calendar days after issuance of the solicitation or amendment to the solicitation affecting NAICS code This is general information. Please review the CFR citation for more specific information. 13

14 North Carolina District Office 6301 Fairview Rd. Suite 300 Charlotte, NC Aregnaz Mooradian, Lead Business Opportunity Specialist Joe Ann Shaeffers, Business Opportunity Specialist