small business development ctr. at the university of central management services/cms (fbe/mbe/pbe)...
TRANSCRIPT
HelpingBusinessesGrow&Succeed
SmallBusinessDevelopmentCtr.attheUniversityofWestFlorida
GovernmentMarketingSpecialist• JohnDiGiacomo• De-Jock-A-Mo
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HelpingBusinessesGrow&Succeed
CERTIFICATIONS/VALIDATIONSWBE,MBE,
DBE,8AANDHUBZONE,WOSB,EDWOSBVeteran/ServiceDisabledVeteran,SmallDisadvantagedBusiness
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HelpingBusinessesGrow&Succeed
CertificationOverview• Local
• Cityof?(WBE/MBE/DBE)– feebased• ?County(WBE/MBE)• Women�sBusinessDevelopmentCenter/WBDC(WBE)– feebased
• MinorityBusinessDevelopmentCenter/CMBDC(MBE)– feebased• State
• CentralManagementServices/CMS(FBE/MBE/PBE)• FloridaDepartmentofTransportation/IDOT(DBE)
– (actual:varietyofdifferentagencies,IDOT)• Federal
– 8aBusinessDevelopmentProgram– HUBZone Program– WomenOwnedSmallBusiness(WOSB/EDWOSB)– VeteranOwned/ServiceDisabledVeteranOwned(validation)– SmallDisadvantagedBusiness(selfcertify)
HelpingBusinessesGrow&Succeed
CertificationBasics• Certificationsareinplace,nomatterthelevelofgovernment,topromote
economicdevelopmentwithinspecificpreferencegroups.• Governmentalagenciesmayhaveprocurementrulesinplacewithidentified
goalsforadiversebusinesspopulation.
Certificationdoesnotguaranteethatyouwillbeawardedacontract!!
Cityof(insertyourcity):25%MBE/WBE?Somecitiesdonothaveanygoals.(insert)County:25%MBE,10%WBE,somecountiesdonothaveanygoalsFlorida:20%MBE/WBE/PBEFederal:8a– 5%,WOSB– 5%,HUBZone – 3%,SDVOSB– 3%– Formalprocessisrequired.Applicationandadditionaldocumentation.– Dependentontheevaluatingofficeasitevisitmayberequired.– Specificcertificationsarerequiredatspecificlevelsofgovernmenti.e.federalgovernment
doesnotrecognizeMBEcertification.– Mostbasiceligibilityfactor:mustbe,atleast,51%ownedbyindividualclaimingstatusi.e.
minority,woman,etc.
HelpingBusinessesGrow&Succeed
LocalCertifications
• Cityof(insert)(WBE,MBE,DBE)– Website:https:
$250.00applicationfee– Contractinggoal– UniversalApplication– 5yearwithannualnochangeprocess
• Countyof(insert)(WBE,MBE)– Website:http?– Nofee– Contractinggoal– UniversalApplication– 3yearwithannualnochangeprocess
HelpingBusinessesGrow&Succeed
Private/LocalCertifications(subcontracting)
• Women�sBusinessDevelopmentCenter/WBDC(WBE)– Website:http://www.wbdc.org– $350.00applicationfee– Subcontracting– Annualrenewal(approx.$250.00fee)
HelpingBusinessesGrow&Succeed
STATECERTIFICATIONcont.• StepOne: Thefirststeptocertificationisto registerasanew
vendor on MyFloridaMarketPlace.com, thestate'sprocurementwebsite,ifyouarenotonealready. Duringthisprocess,youwillbeasked"IfyouareseekingMinorityBusinessCertification."Intheoptionsprovidedinthatstep,youwillwantto indicatewhichcertificationsmayapplytoyourbusinessbyselectingthedesignation(s)inthe"Non-Certified"column.Formoreinformationaboutregisteringyourbusinesswiththestate,visit MyFloridaMarketPlaceVendors.
• StepTwo: Reviewthe RequiredDocumentationList andgatherallofyournecessaryrequireddocumentation.
• StepThree:Mail,fax,orscanandemailallofyoursupportingdocumentationtothe OfficeofSupplierDiversity.
HelpingBusinessesGrow&Succeed
CertificationRequiredDocuments
– TheOfficeofSupplierDiversitycertifieswoman-,Veteran-,andminority-ownedbusinesses.Thefollowingrequirementsmustbeestablishedforcertification:
– 51%ownedandmanagedbyminority,womanorveteran
– PermanentresidentofFlorida– Registeredin MyFloridaMarketPlace– Networthlessthan$5million– Fewerthan200employees– BusinessdomiciledinFlorida
•
HelpingBusinessesGrow&Succeed
StateCertification• MyFloridaMarketPlace
– Websitehttp://www.dms.myflorida.com/business_operations/state_purchasing Nofee
– Contractinggoals– FloridaVendor
RegistrationMyFloridaMarketPlacehttps://vendor.myfloridamarketplace.com/vms-web/spring/login?execution=e2s1
HelpingBusinessesGrow&Succeed
Firstthingtodo
• Areyousmall?– KnowyourNAICSCodes
• www.sba.gov/size
– GetaDUNSNumber• www.dnb.com/us
– RegisterwithFederalGovernment• www.sams.gov• ReviewtheDynamicSmallBusinessSearch
– http://dsbs.sba.gov/dsbs
HelpingBusinessesGrow&Succeed
FederalCertifications
• 8aBusinessDevelopmentProgram– Website:
http://www.sba.gov/aboutsba/sbaprograms/8abd/index.html– U.S.SmallBusinessAdministration/SBAoversight– Eligibility
• Preponderanceofevidence�social&economicallydisadvantaged�
• 2yearsinbusiness(withrevenues)• Individualnetworthlessthan$250,000• USCitizen• Smallbusiness(definedbyNAICS)• Formalonlineapplication
– Social&economicdisadvantagednarrative– KEY– 9yearprogram– NOrenewals
• Nofee• SuitabilityTool
HelpingBusinessesGrow&Succeed
USDOT– DisadvantagedBusinessEnterprise(DBE)
• Federalcertificationwith LOCALcertifiers• IDOT,Metra,PACE,CTA,MajorCities
• Nofee,usually!• 8acertifiedshouldautomaticallyreceiveDBE• Mustbesmallbusiness(federally)• Mustbe51%ormoreowned,controlled&managedbyanindividual(s)presumedtobesocially&economicallydisadvantaged• $750,000orless(networth)
• MustbeaU.S.citizen
HelpingBusinessesGrow&Succeed
Certifications
• Self-Certifications–– SmallBusiness(13cfr121)–– SmallDisadvantageBusiness(13cfr124.1000)–
– ServiceDisabledVeteran-OwnedSmallBusiness(13cfr125.8)
– - Woman-OwnedSmallBusiness(13cfr127)
FormalCertificationPrograms– - 8(a)BusinessDevelopment(13cfr124)– - HUBZone (13cfr126)www.FDSYS.gov CFReCFR
HelpingBusinessesGrow&Succeed
WomanOwnedSmallBusiness• Registration
– Selfor3rd PartyCertified– Governmentregistration;SBArepository– LimitsforWoman
• Personalnetworth(($750,000)• AdjustedGrossIncome($350,000per3yrs.• TotalassetsLessthen$6,000,000• 51%Owned/ControlledandMANGEDbyoneormorewomen.
• www.sba.gov/wosb
Keyterms:Owned,Controlled,Managed
HelpingBusinessesGrow&Succeed
WOSBcont.
• Cont.– Thereareonly83NAICSthatfallunderthiscert.
– Notermlimits– Statutorythresholds:$6.5formanufacturingand$4millionforothercontracts,Parityonothersetasides,jointventures,nosolesourceandlimitationsonsubcontracting.
HelpingBusinessesGrow&Succeed
FederalCertifications
• HUBZone– Website:http://www.sba.gov/hubzone/– U.S.SmallBusinessAdministration/SBAoversight– Eligibility
• HeadquartersmustinanidentifiedHUBZone (CensusTrack)• 35%ofcompanyworkforceresidesinanHUBZone• USCitizen• Appliestopurchasesover$3,000• Recertification3years• 10%Priceevaluationperference• SmallBusiness(definedbyNAICS)• Onlineapplication• Nofee
HelpingBusinessesGrow&Succeed
FederalCertifications
• WomanOwnedSmallBusinessProgram/EconomicallyDisadvantagedWomenOwnedSmallBusinessProgram
– Website:http://www.sba.gov/WOSB– U.S.SmallBusinessAdministration/SBAoversight– Eligibility
• 83NAICS• 51%owned,managedandcontrolledbywoman(en)(WOSB)
• Individualnetworthlessthan$750,000(EDWOSB)• USCitizen• Smallbusiness(definedbyNAICS)• Uploaddocumentationintorepository• Authorizeviewingrightswhensolicitationisreleased• Nofee
HelpingBusinessesGrow&Succeed
VeteranProgram
• ServiceDisabledVeteranOwnedSmallBusiness– Appliestopurchasesover$3,000– VAdeterminesServiceDisability– SelfCertified(www.vetbiz.gov)– Notermlimits– Solesourceandcompetitiveprocurements– HasSubcontractingandPrimeContractingGoals
Keyterms:Owned,Controlled,Managed
HelpingBusinessesGrow&Succeed
Stepstocertification4StepstoparticipateintheWOSBFederalContractingProgram:
1.RegisterintheSystemforAwardManagement(SAM.gov).Note: YourSAM.gov registrationstatusmustbe“Active”foratleast24hoursinorderfortherecordstobeavailablein certify.SBA.gov.
Createanewuseraccountat certify.SBA.gov.YouwillbepromptedtocreateaUserID andapassphrase. LogontoSBA’s certify.SBA.gov.Onceyoulogintothesystem,youwillberequiredtoassociateyourbusiness’sinformationwiththeUserID thatyoujustcreated.Inordertoassociateyournewaccountwiththeinformationanddocumentsfromtheoldsystem,youwillneedtoinputthefollowinginformation– thisinformationshouldexactlymatchyourrecordinSAM.gov:
– YourprimaryDUNSnumber– YourMarketingPartnerIDNumber(MPIN)number(seebelowforfurtherinformation)– YourTaxpayerIdentificationNumber(TIN)number(maybeyourSocialSecurityNumber(SSN)or
EmployerIdentificationNumber(EIN))
Pleasemakesurethat*all*informationappearsexactlyasitdoesinyourSAM.gov profile(e.g.nodashesorspaces).TheMPINiscasesensitive.
HelpingBusinessesGrow&Succeed
Steps#2AnMPINisapersonalcodethatyoucreatedwhileregisteringinSAM.gov.Toviewyourcompany’sMPIN:
– GototheSAM.gov Homepage: www.sam.gov.– EnteryouruserIDandpassword,thenclickthe“LogIn”button.– ViewtheBusinessInformationPagetolocateyourMPIN.
IfyouhadalreadycreatedanaccountinthelegacyWomanOwnedSmallBusinessProgramRepository(decommissionedonMarch23rd,2016),youwillbepromptedtoassociatethedocumentsfromthelegacysystemoruploadnewonesasyouarecompletingtheCertify.sba.gov questionnaire(s).
YoumayinitiatetheprocessbyclickingthelinkfromtheDashboardtobeginyourself-certificationorprovideyourTPCcertification.
– Ifitisyourfirsttimeregisteringinthenew certify.sba.gov system,youwillbeabletouploadnewdocumentsasyouarecompletingthequestionnaire(s).
– Youwillnotbeabletouploadadditionaldocumentsonceyouclickonthe“Submit”button.Ifyouneedtoadddocuments,pleasecontact [email protected] (linksendse-mail) andrequestthatyouraccountbereleased.
HelpingBusinessesGrow&Succeed
Steps#3– YouarenolongerrequiredtouploadSBAForm2413(WOSB),2414(EDWOSB)or413(EDWOSB)
astheformsareincorporatedinthe certify.sba.gov questionnaire(s).– IfyouarecertifiedbyoneofthefourSBA-approvedTPCs,youarerequiredtoupload
tocertify.sba.gov acopyoftheoriginalTPCcertificationletterandthecurrentcertification.Youarenotrequiredtouploadanyotherdocuments.
– IfyouareanactiveparticipantintheSBA8(a)BusinessDevelopmentProgram,youarerequiredtouploadtheoriginalletterofcertificationandthemostrecentAnnualReviewletter.Youarenotrequiredtouploadanyotherdocuments.
Onceyouhaveuploadedallrequireddocuments,updateyourprofileintheSystemforAwardManagementasaWOSBorEDWOSB.PleasenotethatEDWOSBisasubsetofWOSB.Assuch,allEDWOSBsareWOSBsbutnotallWOSBsareEDWOSBs.
OrContactyourlocalSBDC/PTACthatspecializesinFederalGovernmentprocurementassistance. That’sme!
HelpingBusinessesGrow&Succeed
FederalDesignations
• SmallDisadvantagedBusiness(SDB)– selfcertify• Selfcertification:CCR• Eligibilitybasedonsocio&economicfactors
– Smallbusiness– NAICS/federalgovernment– Socialfactors:designatedgroupi.e.51%ofmoreownedbyAfricanAmerican,NativeAmerican,HispanicAmerican,Asian/SubcontinentAmerican,Asian/PacificAmerican(UScitizen).
– Economicfactors:individualclaimingSDBstatusmustownamajority(51%ormore)shareANDmusthaveaindividualnetworthoflessthan$750,000.00(excludinghomeand/orbusiness)
• Subcontractingapplicability
HelpingBusinessesGrow&Succeed
FederalDesignation• VeteranOwnedSmallBusiness
– Website:http://www.vetbiz.gov– U.S.VeteransAdministration(VA)oversight
• mustbesmall(NAICS)• veteranownedwith,atleast,51%ownership.DD214• Selfcertification:SAMs
• Service-DisabledVeteranOwnedSmallBusiness– Website:http://www.vetbiz.gov– U.S.VeteransAdministration(VA)oversight– mustbesmall(NAICS)– serviceddisabledveteranowned,atleast,51%ownership.
DD214• Selfcertification:SAM
• Additionaltrainingprogram– FederalContractorCertification
HelpingBusinessesGrow&Succeed
EligibilityRequirements(forallcertifications/designations)
Keyterms:Owned,Controlled,Managed
Applicabletothemajorityofcertifications
• OWNED
• Ethnicity/gender– Passport/birthcertificate
• SoleProprietorship,Partnership,LLC,Corporation–Documentation:articles,agreements,etc.
• Stocks(ifapplicable)• Capital(musthavecashinvestment)
– Nofinancialspousalcontribution(jointaccount)– Takesmorethansweatequity– Economicnarrativeoraffidavitofsame,ifapplicable
HelpingBusinessesGrow&Succeed
EligibilityRequirements(forallcertifications/designations)
Keyterms:Owned,Controlled,Managed
• CONTROLLED• Title– primarypower• Salary– highestpaidemployee• Independence– noreliance
– Sharingspace– mustbepayingrentalfees• Resume– actualityworkhistory
– Nottypicaljobresume• Banksignaturecards
– Spouse- explain• Titles/lease(equipment&realty)/loans
– Lookingforownerssignature• Financialstatements• Bylaws(governance)&minutesofmeetings
– Majorityshareforvotingcontrol
HelpingBusinessesGrow&Succeed
EligibilityRequirements(forallcertifications/designations)
Keyterms:Owned,Controlled,Managed
– MANAGED• Workhistory/resume
–Day-to-dayoperations– Experience– Technicalcompetency–Decisionmaking
• Bylaws– Votingcontrol
HelpingBusinessesGrow&Succeed
ContractSpecialist
JohnDiGiacomoGovernmentContractingSpecialist
FSBDCattheUniversityofWestFloridaCollegeofBusiness
ProcurementTechnicalAssistanceCenter815BealParkwayNW
FortWaltonBeachFl.32547-1955(850).586.7809
(815)[email protected]
HelpingBusinessesGrow&Succeed
Theend– Questions?
Orisit?
Let’stalkamomentabouthowyourgoingtofindthosebidopportunities.
HelpingBusinessesGrow&Succeed
BidMatchingServices
¨The PTAC Program offers military, other federal, state and some local government bid matching on a daily basis through the use of a computerized data sort and electronic mailbox system.
¨The search engine uses keywords and/or NAICS – SIC – FSC – NSN codes, any kind of descriptor.
¨We can email your bid opportunities or post them on a your own personal website page.
HelpingBusinessesGrow&Succeed
WhatareKeywords?
• TreattheselikeaGooglesearch• Anythingyoucanthinkofrelatedtoyourbusiness– Roads,bridges,paving,grading,dirtwork,etc.– HVAC,heating,ventilation,airconditioning,etc.