u.s sba contract # sbahq-09-m-0317 native american veteran outreach and education program 1 native...

U.S SBA Contract # SBAHQ-09-M-0317Native American Veteran Outreach and Education Program

www.HeritageGlobalSolutions.com

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Native American Veteran Entrepreneurs and SBA Partners

for Success

PresenterJeff EstepPresident

Heritage Global Solutions, Inc.



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Reality Check

• You are Native American……• You are an honored military veteran…..• You may even be certified 8a or HubZone…..

Where is all the business?????



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Agenda

• Why are we here?

• Mission and Goals

• Overview of SBA

• Practical experience working with Public & Private sector customers

• Available resources



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In September of 2008 the SBA’s Office of Native American Affairs initiated a program to improve its outreach and services awareness in the Native American community. Surveys showed that Veterans in this community had a high interest in business ownership, so Vets were specifically identified for outreach efforts.

Why are we here?The SBA Initiative



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A study was commissioned and awarded to Gabbard & Company to analyze the Native Vet community and determine the best way to reach those who were not already registered business owners with the SBA.

How do we reach Native Vets?



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• ~ 200,000 Native Americans own businesses

• ~13,000 of these businesses are owned by Veterans

• Only 450 Native Vet business are registered in the CCR

• ~175,000 Native Vets don’t own a business, but many may want to know how they would start one

• All are candidates for SBA assistance.

What Did Gabbard & Co. Learn?



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• Native American obstacles to business ownership are: lack of financial resources, lower educational attainment levels, and lack of demand in rural and reservation areas.

• Historical efforts to draw Native Americans away from their locale to receive business training and support services have not worked. Native Americans are less inclined to travel in order to take advantage of such services.

• To increase the use of SBA services, marketing programs must be pushed out to tribal areas and hosted by familiar trusted organizations.

• The SBA has designated these trusted organizations as Resource Partners.

What Did Gabbard & Co. Learn?



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Heritage’s Mission

Educate Native American Veteran Entrepreneurs and future entrepreneurs on existing SBA policies and programs in order to create an environment for success.



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Goals

• Conduct Education and Outreach events across the U.S.

• Grow and maintain a database of contact information for Native Vet Business Owners and Entrepreneurs.

• Create a portal designed specifically for Native Veteran Entrepreneurs. (NAVBIZ)



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NAVBIZ Vision

NAVBIZ will be a portal that Native Vet Business owners and entrepreneurs will use to advance their business interests. It will be the go-to place for business networking.



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NAVBIZ Features

• Registration as a partner or member – Build the NAVBIZ database

• Learn about SBA programs targeted specifically to Native Vets

• Learn how SBA programs are received by reading blogs/commentary posted by NAVBIZ partners and members

• Links to broad resources that may be of aid to Native Vet Entrepreneurs

• Learn about other ideas and programs from the membership

• Contribute to the online community by posting comments or blogging

• Utilize a NAVBIZ knowledgebase to retrieve relevant information

• View the SBA calendar of outreach and education events

• www.facebook.com/navbiz



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SBA Advantages

• Office of Native American Affairshttp://www.sba.gov/aboutsba/sbaprograms/naa/index.html

• Office of Veterans Business Development http://www.sba.gov/aboutsba/sbaprograms/ovbd/index.html

• SBA 8(a) program– 13 CFR 124.506

• Patriot Express



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SBA Advantages – Part II• E200 program

– Executive level training initiative for small business owners.

• Small Business Development Centers– The Office of Small Business Development Centers (SBDC) provides

management assistance to current and prospective small business owners

http://www.sba.gov/aboutsba/sbaprograms/sbdc/index.html

http://www.sbdcnet.org

• Small Business Primer – Online Video

http://app1.sba.gov/training/na_primer/



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SBA Tribal 8(a)

• The “8(a) program” is designed to help small business who are owned and controlled by socially and economically disadvantaged individuals and economically disadvantaged Indian Tribes and Native Hawaiian Organizations in competing on an equal basis in the mainstream of American economy.

• Opens avenues into other federal agencies.– SBA is authorized to contract with other federal agencies, then subcontract to

eligible 8(a) participants.

• Sole Source Potentials – Contracts up to $5.5M for individually-owned businesses assigned manufacturing

SIC/NAICs and $3.5M for all other contracts. (13 CFR 124.506)



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Patriot Express



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Private Sector Assistance

• Native American Business Enterprise Center– Operated through the cooperative agreement with the U.S. Department of Commerce,

Minority Business Development Agency

Specific types of Management and Technical Assistance shall include but are not limited to the following:

– Marketing

– Access to Capital

– Contracting and Procurement Opportunities

– Finance & Accounting

– Bonding

– General Management

– Personnel

– Administration

Website: www.nmabec.org



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Private Sector Assistance Part II

• Department of Defense Office of Small Business Program

– Indian Incentive Program(IIP) - makes every effort to provide added value to the government, in that, this program is funded independently by the Office of the Secretary of Defense and is not supported by the funds of the contracting agency.

– Company must be owned by an enrolled member of a federally recognized tribe.

– These contracts require contractors to use their best efforts to give Indian organizations and Indian-owned economic enterprises the maximum practicable opportunity to participate in subcontracts awarded to the fullest extent consistent with efficient performance of the contract(s). Contracting officers, subject to the terms and conditions of the contract, shall authorize an incentive payment of 5 percent of the amount paid to subcontractors that are Indian organizations or Indian-owned economic enterprises.



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Private Sector Assistance - Part III

• IIP

Source: http://www.acq.osd.mil/osbp/programs/iip/about/index.htm



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Private Sector Experience Prime Contractors

• Prime Contractors look for same characteristics in all sub-contractors:

• Age of Business

• Performance

• Financial stability

– Small business can respond quicker and with more innovation.



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• Prime Contractors looking specifically at small business:– Must fit into industry-standard definitions of being small or diverse

companies

– Product and service leadership

– Sustained high performance in cost, quality, and delivery

– Financially healthy and lean

– Customer-focused

– Innovative and responsive

Private Sector Experience - Part II



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• Prime Contractor Environments:– Multi-national in scope

– Multitude of programs

– U.S. Defense budget has major impact if company is focuses on defense contracts.

– Programs are always changing

– Management is becoming more virtual

– Employ thousands internally to support programs

Private Sector Experience - Part III



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The purpose of this program is to develop and promote DVBEs, continue towards the goal of 1.5% of AT&T’s purchase base to be with DVBEsDVBEs,, and help these mentees advance their businesses to the next level.

Advocacy: armed with knowledge on DVBE regulations, resources, advocacy groups, mentees will be better prepared to advocate for their value proposition

Awareness: increased awareness of procurement processes and supply chain requirements will make the mentees more competitive in the bid process

Innovation: working with mentors, to understand how to sustain their business in an ever challenging economic environment

Training: 9 - TL 9000 Classes, 8 – Workshops

Partnerships: Create networking opportunities through various resources (Primes, mentors, etc)

Accountability: Monthly status reports ensure that the Mentor and Mentee are working together on an action plan to insure success of the program and establish key follow-up items

Recognition: Participants will be prominently identified in program materials and have opportunities to interact with key AT&T leaders



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Private Sector National Center for American Indian Enterprise

Development• A non-profit organization, founded and directed by American

Indians, committed to Business Development for Indian People• 953 E. Juanita Avenue

Mesa, AZ 85204Phone: 480-545-1298Fax: 480-545-4208web: www.ncaied.org



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Private Sector

• Local Banks– Chase Bank

www.chase.com



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Private Sector • Airlines • Continental Airlines - Veterans Program

http://www.continental.com/web/en-US/content/deals/veterans/default.aspx



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Interagency Task Force on Veterans Small Business Development

GOALS• improving capital access

• expanding mentor-protégé assistance

• increasing the integrity of certifications of status

• reducing paperwork and administrative burdens

• increasing and improving training and counseling

http://www.whitehouse.gov/the-press-office/executive-order-interagency-task-force-veterans-small-business-development



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Public Sector Assistance

• Procurement Technical Assistance Center (PTAC)

– Congressionally authorized initiative to assist organizations that are seeking to market their goods and/or services to federal, state, and local governments.

– Provides a variety of tools and services that assist local businesses in identifying government procurement opportunities and to compete more effectively for government contracts.



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PTAC Benefits

• one-on-one counseling to assist in the pursuit of government contracts.

• access to contract opportunity listings and bid boards.

• bid matching for prime contracting and subcontracting to qualifying businesses.

• assistance in completing certifications applications to compete for all levels of government contracting.

• training seminars on various contracting topics.

• assistance in marketing your organization to government buyers by providing procurement contacts, buyers, purchasing agents and contracting personnel for federal, state and local government agencies.

• Access to a technical library



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Public Sector Assistance Part IIVA – www.VetBiz.gov



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Public Sector Assistance - Part V

• UIDA Business Services Procurement Assistance Center

– A supporting non-profit program of the National Center. Is funded by the Department of Defense

– Some of the Services Include:• Assist in matchmaking• Training seminars• Hands on Website, Marketing, and Accounting with professionals in the field

• Contact Information:

George Williams

86 South Cobb Drive MZ0510

Marietta, GA 30063

Phone: 770-494-0431

www.uida.org



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Public Sector Assistance - Part VI

• Veterans Procurement Assistance Center

– A non-profit agency whose mission is to assist New Mexico Veterans and Service Disabled Veterans in business.

– Some of the Services Include:• Assist in matchmaking• Training seminars• Hands on Website, Marketing, and Accounting with professionals in the field

• Contact Information:

Veterans Procurement Assistance Center Inc.

1314 Madeira Dr. SE

Albuquerque, NM 87108

Phone: 505-338-4155

www.vpacinc.org



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Public Sector Assistance - Part VII

• SATOP – Space Alliance Technology Outreach Program

– 40 hours free engineering consulting

– Nationwide assistance

– Small business focused – under 500 employees

– Do not need to be high-tech, manufacturing or aerospace.

– www.spacetechsolutions.com or www.rdcnm.org



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Public Sector Assistance - Part VIII

• Technical and Community Colleges

• Don’t forget your own government

– U.S. Senators

– U.S. House of Representatives

– State Officials



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Resources Franchises

• NaVOBA – National Veteran Owned Business Association– www.navoba.com



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Resources Business Network

• Buy Veteran Program: www.buyveteran.com• Sponsored by NaVOBA



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ResourcesWeb advertising

• Veteran Owned Business.com – www.veteranownedbusiness.com/ok – www.veteranownedbusiness.com/tx



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Resources - Part II Sourcing businesses

• Business Matchmaking - the nation's leading public-private small business procurement program, can put you face-to-face with government and corporate buyers for a wide range of products and services.

www.businessmatchmaking.com

• Teaming USA - dedicated to helping small business owners find partners and learn the powerful advantages of working together to win government and major corporate contracts.

www.teamingusa.com



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Resources - Part III Tools & Counseling

• SCORE – Counselors to America’s Small Business. A resource partner of the SBA

www.score.org

• HP & Microsoft Small and Medium Business toolshttp://www.hp.com/sbso/services/good-business.html?jumpid=ex_r295_P2C_flower_webinars#

• IBM – Small and Medium Business toolkitwww.us.smetoolkit.org



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Resources - Part IV

ConferencesRES/UIDA

National Center for American Indian Enterprise Development

AFCEA

GOLD COAST

NMSDC (Local Chapter - SCMBDC)

American Indian Chamber of Commerce

Keeping the Promise (CADVBE)

Prime Sponsored Small Business events



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Resources - Part V Helpful Websites

U.S. Government

Central Contractor Registration/ProNet http://www.ccr.gov/

Small Disadvantaged Business (SBA approval required) http://www.sba.gov/sdb/

SBA 8(a) Business Development (SBA approval required) http://www.sba.gov/8abd/

Small business concerns in HUBZones (SBA approval required) https://eweb1.sba.gov/hubzone/internet

Service-Disabled Veteran Owned Business http://www.sba.gov/vets/

Veteran Owned http://www.vetbiz.gov

American Recovery & Reinvestment Act(ARRA) http://www.recovery.org

Federal Business Opportunities(FBO) http://fbo.gov

Federal Grants Website http://grants.gov

Department of Homeland Security(DHS) http://www.dhs.gov/xopnbiz/opportunites

Federal Bids http://www.fedbid.com

Federal Office of Small & Disadvantaged Business Utilization(OSDBU)

http://www.osdbu.gov



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Resources - Part VIHelpful Websites

Non-Government

The American Indian Chamber of Commerce of New Mexico

http://www.aicnm.com

Women’s Business Enterprise National Council http://www.wbenc.org/certification/

National Minority Supplier Development Council http://www.nmsdcus.org/whoweare/certification.html

National Institute for the Blind http://www.nib.org

National Institute for the Severely Handicapped http://www.nish.org

NativeEdge www.nativeedge.org

U.S. Government Part II

SBA Prime Contractors post subcontracting opportunities http://web.sba.gov/subnet

Minority Business Development Agency(MBDA) http://www.mbda.gov



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Associations, Organizations & Certifications

SBA 8a/HUBZone www.sba.gov

National Center of American Indian Enterprise Development/ UIDA

www.ncaied.org/www.uida.org

American Indian Chamber of Commerce of California

www.aicccal.org

CA DVBE Alliance www.CADVBE.org

Choctaw Nation of Oklahoma/Veteran Advocacy http://www.choctawnation.com/services/departments/

Elite SDVOB Network www.elitesdvob.org

National Veteran Owned Business Association www.navoba.com

NABA www.native-american-bus.org

Council for Native Hawaiian Achievement www.hawaiiancouncil.org

Indian Incentive Program www.acq.osd.mil/osbp/programs/iip

Native American Contractors Association www.nativecontractors.org

National Minority Supplier Development Council www.nmsdc.org

Resources - Part VII



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Oklahoma Area Local Contacts

• SBA• 8(a) Business Development Program/ Contracting • Business Development Specialist/

HUBZone Liaiason L. Pat Smith 405-609-8027 [email protected]

• Business Development Specialist/Veterans Program Coordinator John D. Veal, Jr 405-609-8023 [email protected]

• Business Development Specialist Vanessa Woodfork 405-609-8029 [email protected]



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Oklahoma Area Local Contacts - Part II

• Oklahoma SBDC Network http://www.osbdc.org

• Grady Pennington, State DirectorOklahoma Small Business Development Center (State Office)301 W University Blvd.Durant, OK 74701 (580) 745-7577

• Central Region SBDC

Langston University SBDC4205 N. Lincoln Blvd. Rm 112Oklahoma City, OK 73105

Rose State College SBDC1720 Hudiburg DriveProfessional Training and Education CenterMidwest City, OK 73110

University of Central Oklahoma SBDCOne Santa Fe Plaza, Suite 100Oklahoma City, OK 73102

• American Indian Chamber of Commerce • http://www.aicccok.org

• Oklahoma PTAC Network• http://www.aptac-us.org/new/Govt_Contracting/find.p

hp?what=search&State=OK

• Oklahoma Bid Assistance Network• http://www.okbid.org

Statewide PTAC Network



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Oklahoma Area Local Contacts - Part III

• Native American PTAC • 421 E. Comanche Suite #B

Norman, OK 73071Phone: (405) 329-5542Program Headquarters

• Bob Gann - Program ManagerPhone: (405) 329-5542Email: [email protected]

• Denise Bowman - Procurement CounselorPhone: (405) 329-5542Email: [email protected]

• Mary Margaret Gann - CFOPhone: (405) 329-5542Email: [email protected]

• Dan Little Axe - Senior ConsultantPhone: (405) 329-5542Email: [email protected]

• Dean Hammond - Procurement CounselorPhone: (405) 329-5542Email: [email protected]://www.osbdc.org

• OKLAHOMA PTACS

• Canadian Valley Vo-Tech /Bid6505 E. Highway 66El Reno, OK 73036Phone: 405-422-2257Fax: 405-422-2299Email: [email protected]: Lynda Speller

• Oklahoma Department of Career and Technology EducationOklahoma Bid Assistance Network1500 W. Seventh AvenueStillwater, OK 74074-4364Phone: 405-743-5571Fax: 405-743-6821Email: [email protected]: Shelley Dawson



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Oklahoma Area Local Contacts - Part IV

• Autry Technology Center1201 West WillowEnid, OK 73703-2598Phone: 580-242-2750Fax: 580-233-8262Email: [email protected]: Terry Henneke

• Central Tech1720 S. MainSapulpa, OK 74066Phone: 918-224-0235Fax: 918-224-0744Email: [email protected]: Norma Tyler

• Gordon Cooper Technology CenterOne John C. Bruton BlvdShawnee, OK 74801Phone: 405-273-7493 Ext 317Fax: 405-273-6354Email: [email protected]: David Hoffmeier

• Great Plains Technology Center4500 W. Lee BlvdLawton, OK 73505-8304Phone: 580-250-5554Fax: 580-250-5566Email: [email protected]: Leslie Maddox



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Oklahoma Area Local Contacts - Part V

• Red Carpet Bid Assistance Center3921 34th StWoodward, OK 73801-7000Phone: 580-571-6155Fax: 580-571-6186Email: [email protected]: Ed Miller

• Indian Capital Technology Center2403 N. 41st St. E.Muskogee, OK 74403-1799Phone: 918-687-6383 Ext. 253Fax: 918-687-6624Email: [email protected]: POC: John Hasler

• Kiamichi Technology Center301 Kiamichi DrMcAlester, OK 74501Phone: 918-426-1560Fax: 918-426-1626Email: [email protected]: Wendell Marley

• Mid-America Technology CenterPOB HWayne, OK 73095-0210Phone: 405-449-3391Fax: 405-449-3421Email: [email protected]: Mitchell Slemp



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Oklahoma Area Local Contacts - Part VI

• Mid-Del Technology Center1621 Maple DriveMidwest City, OK 73110-4825Phone: 405-739-1707Fax: 405-739-1751Email: [email protected]: Bill Crain

• Pioneer Technology Center2101 N. AshPonca City, OK 74601-1110Phone: 580-762-8336 Ext. 261Fax: 580-765-5101Email: [email protected]: Teresa Smith

• Red River Technology CenterPOB 1807Duncan, OK 73534-1807Phone: 580-255-2903 Ext. 270Fax: 580-255-0491Email: [email protected]: Dana Harwell

• Southwest Technology Center711 W. TamarackAltus, OK 73522-8086Phone: 580-477-2250Fax: 580-477-0138Email: [email protected]: Keith McCombs



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Oklahoma Area Local Contacts - Part VII

• Tri-County Tech6105 S.E. Nowata RoadBartlesville, OK 74006-6010Phone: 918-331-3302Fax: 918-335-3795Email: [email protected]: Jo Knight

• Francis Tuttle Technology Center3500 NW 150th StOklahoma City, OK 73134Phone: 405-717-4745Fax: 405-752-0307Email: [email protected]: Clark Jermain

•



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Oklahoma Area Local Contacts - Part VIII

Oklahoma Department of Veterans Affairs

www.ok.gov/ODVA

ArdmoreP.O. Box 489/1015 S. Commerce

Ardmore, OK 73402 Phone - (580) 223-2266 Fax - (580) 221-5606

ClaremoreP.O. Box 988/3001 W. Blue Starr Drive

Claremore, OK 74018-0988 (918)342-5432

Clinton1701 South 4th/P.O. Box 1209

Clinton, OK 73601(580)331-2200

Lawton/Ft. Sill P.O. Box 849, Lawton, OK 73502

501 SE Flower Mound Road, Lawton, OK 73501

(580) 351-6511

Norman 1776 East Robinson Street/P.O. Box 1668

Norman, Oklahoma 73070 (405)36O-5600

Sulphur 304 E. Fairlane

Sulphur, OK 73086(580)622-2144

Talihina 10014 SE. 1138th Ave./P.O. Box 1168

Talihina, Oklahoma 74571(918) 567-2251Fax (918) 567-2950



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Continuing Education

• Keep updated on Native American Veteran Business news and events, please become of fan of NAVBIZ on Facebook:http://www.facebook.com/navbiz

• Please follow us on Twitter as well http://www.twitter.com/navbiz



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Resources

• The resources described in this presentation are informational in nature. Neither Heritage Global nor the SBA can provide any guarantee that these resources will benefit your business.



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Addendeum



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Small Business 101

• Know your Customer

– Who will buy your product or service?

– How do they buy?

– When do they buy?

– Where are they located?

– How many potential customers are there?



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Small Business 101 - Part II

• Legal Aspect

– Corporate, Federal, State, & Local Acquisition regulations

– Contract requirements & specifications

– How to obtain contract history

– Recommend using an attorney



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Small Business 101 - Part III

• Performance Counts

– Deliver what is promised

– Deliver on time

– Provide good quality for a fair value



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Small Business 101 - Part IV

• Registration & Certifications– Federal governments Central Contractor's Registration (CCR)

www.ccr.gov

• Obtain third party certifications– Small Business Administration (SBA)

– National Minority Supplier Diversity Council

– Native American Chambers

– National Center for American Indian Enterprise Development/UIDA

– Disabled Veterans

– Women Owned organizations



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Small Business 101 - Part V

• Create a written Business Plan

– Business requirements

– Description of your mission statement

– Detailed information on breadth of customer base

– How you hope to obtain financing



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Small Business 101 - Part VI

• Attitude

– Know and understand the marketplace

– Be positive and remain positive

– Demonstrate passion for your business

– Wear appropriate business attire



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Small Business 101 - Part VII

• Presentations & Trade shows

– Bring up to date information about your company

– Don’t oversell your abilities

– Maintain professional decorum

– Don’t spend a lot of money on marketing collateral(give-a-ways)



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Questions

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