INTRODUCTION TO FEDERAL GOVERNMENT
CONTRACTING FOR SMALL BUSINESSES
14th Annual CNHA Native Hawaiian Convention
September 22, 2015
© Holomua Consulting Group, LLC 2015
INTRODUCTION
Shannon Edie
President & Senior Consultant
[email protected]
Daphne Tong-Pave
Vice President & Senior Consultant
[email protected]
Holomua Consulting Group, LLC (Holomua) is a small, woman-owned business located in Honolulu, Hawaii.
Our full-service, solution-oriented consulting firm focuses on assisting businesses with maximizing small
business opportunities, navigating the complex legal and compliance landscape of federal government
contracting, and developing its tools and knowledge to excel at government contracting.
© Holomua Consulting Group, LLC 2015
AGENDA
OVERVIEW OF FEDERAL CONTRACTING
• What does the federal government buy? How much are they spending?
• Where to find contracting opportunities?
MARKETING TO THE FEDERAL GOVERNMENT
• What is a capability statement?
• Why relationships are so important in federal contracting?
• How to make your business stand out from your competitors?
OVERVIEW OF PROGRAMS AVAILABLE TO SMALL
BUSINESSES
•
•
•
•
What size standards are and why they matter?
What set-aside programs are available to small businesses?
What is the HUBZone program?
What is the 8(a) Business Development program?
© Holomua Consulting Group, LLC 2015
OVERVIEW OF FEDERAL CONTRACTING
WHAT DOES THE FEDERAL GOVERNMENT BUY?
• The federal government buys:
o Office supplies
o Professional services –
engineering, architectural,
logistics, IT, etc.
o Construction of government
facilities
o Ship repair and maintenance
o Manufacture of military
vehicles and weapons systems
o Furniture for government
facilities
© Holomua Consulting Group, LLC 2015
OVERVIEW OF FEDERAL CONTRACTING
• In Fiscal Year 2014, the federal government spent $443.3 billion on contracts
nationwide
TOTAL DOLLARS (BILLIONS)
FY 2014 PRIME AWARD SPENDING DATA
Department of Defense
283.6
Department of Energy
Department of Health
and Human Services
25.4
21.3
19.0
15.0
Department of
Veterans Affairs
NASA
AGENCY
Data from USAspending.gov on January 12, 2015
© Holomua Consulting Group, LLC 2015
OVERVIEW OF FEDERAL CONTRACTING
• In Fiscal Year 2014, the federal government spent $2.4 billion on contracts in the state
of Hawaii
FY2014 PRIME AWARD SPENDING DATA
TOTAL DOLLARS (MILLIONS)
Department of Defense
2,152
General Services
Administration
Department of Health and
Human Services
Department of Housing
and Urban Development
63
39
AGENCY
Data from USAspending.gov on January 12, 2015
© Holomua Consulting Group, LLC 2015
34
29
Department of Homeland
Security
OVERVIEW OF FEDERAL CONTRACTING
• Businesses should do market research to determine if the federal government
buys its services/products. Where can businesses do market research and find
government contracting opportunities. Let’s take a look at where to begin.
FBO [Fed Biz Opps]
DSBS [Dynamic Small Business System]
FPDS [Federal Procurement Data System]
USAspending.gov
GSA e-library
© Holomua Consulting Group, LLC 2015
OVERVIEW OF FEDERAL CONTRACTING
LOCAL GOVERNMENT CONTRACTING AND
BUSINESS RESOURCES
SBA Hawaii District
Office
www.sba.gov
MBDA
www.mbda.gov/businesscenters
/honolulu
© Holomua Consulting Group, LLC 2015
Hawaii PTAC
www.hiptac.org
Hawaii SBDC
www.hisbdc.org
SCORE
hawaii.score.org
Holomua Consulting
Group
www.holomuaconsulting.com
MARKETING TO THE FEDERAL GOVERNMENT
WHAT IS A CAPABILITY
STATEMENT?
• A Company's resume
• A 1-2 page document that clearly
describes a Company’s capabilities and
its expertise
WHY DO YOU NEED A CAPABILITY STATEMENT?
• Many government agencies require that a Capability Statement be submitted
with bids/proposals;
• Prime contractors may require subcontractors to provide one before entering
into a Teaming Agreement;
• Can be used for advertising/promotional purposes;
• Great for networking events, sales calls, matchmaker events
© Holomua Consulting Group, LLC 2015
MARKETING TO THE FEDERAL GOVERNMENT
WHAT SHOULD A CAPABILITY STATEMENT CONTAIN?
• Company overview (history, mission, values)
• Relevant corporate information:
• DUNS number
• NAICS codes
• Applicable licenses
• Special certifications
• The company's skills and qualifications:
• Core competencies
• Past performance examples
• List of products and/or services
• Experience of key personnel
• Contact information
© Holomua Consulting Group, LLC 2015
MARKETING TO THE FEDERAL GOVERNMENT
RELATIONSHIPS & FEDERAL CONTRACTING
• Relationships are key to any business and are particularly key in federal
contracting
• Relationships lead to building connections trust and hopefully business
opportunities
• In federal contracting, relationships exist between:
• A business/contractor and a federal customer
• Business to Business
• Prime and Subcontractors
© Holomua Consulting Group, LLC 2015
MARKETING TO THE FEDERAL GOVERNMENT
HOW TO MAKE YOUR BUSINESS STAND OUT FROM
YOUR COMPETITORS
Create and Foster Positive Partnerships/Relationships
• Leave a lasting and positive impression with your customer and partners
Stay in the Know
• Spend time researching government agencies that are looking for
services/products that your business offers
• Regularly monitor any requests for information or proposals that are of
interest to your company
• Register on sites such as fbo.gov and fpds.gov to receive alerts when relevant
opportunities arise, as well as contracts that are nearing their expiration date
and ones that will be open for bid
© Holomua Consulting Group, LLC 2015
MARKETING TO THE FEDERAL GOVERNMENT
HOW TO MAKE YOUR BUSINESS STAND OUT FROM
YOUR COMPETITORS
Establish Credibility
• Exceed contract performance requirements. The government looks for
companies that have demonstrated they have the capability to successfully fulfill
contract requirements.
• Make sure your CPARS and other records of contract performance are positive
and accurate.
Promote Your Company’s Strengths
• Know who your competitors are and set yourself apart whether it be through
your product, service, price, or brand image.
• Capitalize on past performance and provide relevant information on any awards
and recommendations
• Create an appealing capability statement and website
© Holomua Consulting Group, LLC 2015
SMALL BUSINESSES
How does the federal
government help small
businesses get into and succeed
in the federal marketplace?
© Holomua Consulting Group, LLC 2015
SMALL BUSINESS SIZE STANDARDS
SBA's size standards define whether a business entity is small and, thus, eligible for Government
programs and preferences reserved for “small business” concerns. [13 CFR 121.101(a)]
• Size standards are established by industry, generally under the North American Industry
Classification System (NAICS)
• SBA primarily uses two measures of business size:
• Number of employees
• Annual receipts
NAICS codes
NAICS U.S. industry title
238210
Electrical contractors and other wiring installation
contractors
334220
Radio and television broadcasting and wireless
communications equipment manufacturing
541330
Engineering Services
541712
Research and development in the physical, engineering, and
life sciences
© Holomua Consulting Group, LLC 2015
Size standards in
millions of dollars
Size standards in
number of
employees
$15.0
750
$15.0
500
PROGRAMS AVAILABLE TO SMALL BUSINESSES
• SBA administers federal procurement programs for small businesses:
8(a) Business Development Program
Historically Underutilized Business Zones (HUBZone)
Women-Owned Small Business (WOSB) and
Economically Disadvantaged Women Owned Small Businesses (EDWOSB)
Service-Disabled Veteran-Owned Small Business (SDVOSB)
Small businesses
• Helps small businesses gain access to government contracting
• Increases the federal government’s contracting with small businesses
© Holomua Consulting Group, LLC 2015
PROGRAMS AVAILABLE TO SMALL BUSINESSES
GOVERNMENT-WIDE CONTRACTING GOALS:
Small
Business
23%
WOSB
SDB
HUBZone
SDVOSB
5%
5%
3%
3%
SMALL BUSINESS GOALING REPORT FISCAL YEAR 2014
CATEGORY
DOLLARS
PERCENTAGE
Small Business
$91,681,658,658.85
24.9934%
Small Disadvantaged Business (SDB)
$34,695,707,648.68
9.4584%
8(a) Business (part of SDB goal)
$16,323,429,166.88
4.4499%
Veteran Owned Small Business
$19,042,112,795.80
5.1911%
Service Disabled Veteran Owned Small Business
$13,494,755,832.80
3.6788%
Woman Owned Small Business
$17,177,067,661.77
4.6826%
Certified HUBZone Small Business
$6,671,008,848.32
1.8186%
Data from the Federal Procurement Data System
© Holomua Consulting Group, LLC 2015
PROGRAMS AVAILABLE TO SMALL BUSINESSES
SET-ASIDE VS. SOLE SOURCE OPPORTUNITIES
Set-aside – An opportunity, full or partial,
in which only certain businesses can
compete.
Sole Source Opportunities – “No-bid”
contract opportunity. A contract awarded, or
proposed for award, without competition.
© Holomua Consulting Group, LLC 2015
PROGRAMS AVAILABLE TO SMALL BUSINESSES
WOSB
• Requirements:
• Must be small in its primary NAICS
• At least 51% owned and controlled by one or more women who
are U.S. citizens
• Woman must hold highest position, work full-time at the business,
and have managerial experience
• To be a EDWOSB, owners must meet economic disadvantage
requirements
• Benefits:
• Set-aside opportunities
• FY 2015 NDAA authorized sole-source awards for
WOSB/EDWOSB
© Holomua Consulting Group, LLC 2015
PROGRAMS AVAILABLE TO SMALL BUSINESSES
SDVOSB
• Requirements:
• Must be small
• Veteran must have service-connected disability as
determined by VA or DoD
• Unconditionally owned (at least 51%) and controlled
by SDV
• SDV must hold the highest officer position
• Benefits:
• Set-aside opportunities
• Sole-source opportunities
© Holomua Consulting Group, LLC 2015
HUBZONE PROGRAM - OVERVIEW
• Small Business Reauthorization Act of 1997 – Established
preferences to encourage economic development in HUBZones
• Government goal to award 3% of prime and subcontracts to
HUBZone firms
Benefits:
• Set-aside opportunities
• Sole source opportunities (contracts up to $3.5 million for
services and $5.5 million for manufacturing)
• 10% price evaluation preference in full and open contract
competitions, as well as subcontracting opportunities
© Holomua Consulting Group, LLC 2015
HUBZONE PROGRAM - QUALIFICATIONS
Requirements [13 CFR 126.200]:
• Must be small
• Principal office located in a HUBZone
• At least 35% of employees must live in
a HUBZone
• Owned any controlled at least 51% by
a U.S. citizen, Community
Development Corporation (CDC),
agricultural cooperative, or Indian
tribe/ANCs (NHO-owned firms are
ineligible)
© Holomua Consulting Group, LLC 2015
HUBZONE PROGRAM - QUALIFICATIONS
• HUBZone [13 CFR 126.103] Geographical location designated by
the SBA as an area that is and has
been historically underutilized by
businesses
• By law, SBA gathers information from several agencies (i.e. HUD, U.S.
Census, DoD, etc.) to identify HUBZones. SBA does not have
discretion to designate HUBZones.
• HUBZone maps are updated as data is updated
• To determine if a location is in a HUBZone, SBA has created a
HUBZone Map tool on its website. You insert a specific address and
the tool will identify if it is or is not in a HUBZone.
© Holomua Consulting Group, LLC 2015
HUBZONE PROGRAM - QUALIFICATIONS
PRINCIPAL OFFICE [13 CFR 126.103] - Means
the location where the greatest number of the concern's
employees at any one location perform their work. However,
for those concerns whose “primary industry” (see 13 CFR
121.107) is service or construction (see 13 CFR 121.201),
the determination of principal office excludes the concern's
employees who perform the majority of their work at jobsite locations to fulfill specific contract obligations
EMPLOYEE [13 CFR 126.103] -Means all
individuals employed on a full-time, part-time, or other
basis, so long as that individual works a minimum of 40 hours
per month. This includes employees obtained from a
temporary employee agency, leasing concern, or through a
union agreement or co-employed pursuant to a professional
employer organization agreement.
© Holomua Consulting Group, LLC 2015
HUBZONE PROGRAM - APPLICATION
• Ensure you meet all eligibility criteria
• Use SBA HUBZone map tool to determine if you and your
employees are in a HUBZone designated areaa
• Identify what supporting documents are required and begin
compiling these documents
• Ensure your SAM registration is current
• Create an account on SBA’s General Login System
• Complete and submit online HUBZone application
• Submit supporting documentation to SBA
© Holomua Consulting Group, LLC 2015
HUBZONE PROGRAM - APPLICATION
If application is approved:
• SBA will send a written notice
• Go on list of qualified HUBZone small business
concerns
• Identified on SBA’s Dynamic Small
Business (DSBS)
• Can start pursuing HUBZone projects
immediately
• Must recertify continued HUBZone eligibility
every three (3) years
• No maximum amount of time in the program
• Not a business development program like
the 8(a) program
© Holomua Consulting Group, LLC 2015
HUBZONE PROGRAM - APPLICATION
If application is denied:
• Must wait 90 days after denial before being able to re-apply
• No formal appeal process
Number and Status of Applications for HUBZone Program Submitted in Fiscal Years 20082013
2008
2,977
2009
4,511
2010
4,051
2011
3,259
2012
2,015
2013
1,425
1,568 (52.7%)
1,368 (30.3%)
1,314 (32.4%)
898 (27.6%)
694 (34.4%)
535 (37.5%)
Applications
withdrawn
(percent)
1,276 (42.9%)
2,409 (53.4%)
2,098 (51.8%)
1,965 (60.3%)
1,144 (56.8%)
468 (32.8%)
Applications
denied
(percent)
133 (4.5%)
734 (16.3%)
639 (15.8%)
396 (12.2%)
177 (8.8%)
422 (29.6%)
Applications
submitted
Application
approved
(percent)
Source: GAO report GAO-15-234, February 2015
© Holomua Consulting Group, LLC 2015
HUBZONE PROGRAM – POST-APPLICATION
Maintaining Certification:
• Certification ends in one of the two ways:
• Voluntary decertification – Officer completes a Voluntary Decertification
Form
• SBA decertifies the firm – Firm no longer meets eligibility criteria, fail
site visit, fail to recertify, etc.
• Recertification – Must recertify every three (3) years
• Confirm that the firm is still in compliance with all the HUBZone
requirements
• SBA will send you a notice when it comes time to recertify
• Must recertify within 30 days after being prompted by the SBA or risk
decertification
© Holomua Consulting Group, LLC 2015
HUBZONE PROGRAM – POST-APPLICATION
Maintaining Certification (continued):
• Site Visits – SBA performs often unannounced site visits to any of firm’s
offices during the application and post-application phases
• Program Examination - An investigation that can occur at any time to
determine whether the firm is currently meeting all of the eligibility
requirements
• Material Changes – Must report to SBA, including:
• Change in the ownership
• Change in business structure
• Change in principal office
• Falling below the 35% employee HUBZone residency requirement
© Holomua Consulting Group, LLC 2015
HUBZONE PROGRAM – POST-APPLICATION
Tips:
• Vital to keep accurate and current
records:
• Current employee drivers
licenses
• HUBZone maps of employees’
addresses
• Keep tabs on HUBZone designated areas as they may change
• Have a plan in place should HUBZone designated areas change and/or
if 35% of your employees no longer reside in a HUBZone
• Ensure you recertify when prompted by the SBA
• Notify SBA of any major changes to your business
© Holomua Consulting Group, LLC 2015
SBA 8(a) BD PROGRAM
Purpose of the 8(a) BD Program [13 CFR 124.1] – “…to assist
eligible small disadvantaged business concerns compete in the American economy
through business development.”
• Section 8(a) of the Small Business Act of 1953, as amended– Established a
set-aside program for socially and economically disadvantaged individuals
• Government goal to award 5% of prime and subcontracts to Small Disadvantaged
Businesses
8(a) Business
Development
Program
© Holomua Consulting Group, LLC 2015
• Provides mentoring, training, technical
assistance, financial assistance, and
procurement assistance
• Maximum 9 year program participation
• (4-year developmental stage and 5-year
transition stage)
• Goal to help firms successfully compete in the
market place
PROGRAM BENEFITS
SBA 8(a) BD PROGRAM
Sole-Source
Opportunities
Contracts up to $4 million for goods and services
and $6.5 million for manufacturing (exceptions for
Native-owned firms)
Set Aside
Opportunities
Joint Ventures &
Teaming
Provides 8(a) firms with the opportunity to compete
for large contracts
Mentor-Protégé
Program
Mentor provides mentorship, and technical,
management, and financial assistance
© Holomua Consulting Group, LLC 2015
Mentor can own up to 40% in Protégé firm
Mentor can enter into joint-venture arrangements with
Protégé and compete as a small business
SBA 8(a) BD PROGRAM – QUALIFICATIONS
ELIGIBILITY REQUIREMENTS
• Owned and controlled by socially and
economically disadvantaged individual(s)
• Must be small
• Potential for success
• Good character
© Holomua Consulting Group, LLC 2015
SBA 8(a) BD PROGRAM – QUALIFICATIONS
SOCIALLY DISADVANTAGED [13 CFR 124.103] - Individuals
“who have been subjected to racial or ethnic prejudice or cultural bias within
American society because of their identities as members of groups and
without regard to their individual qualities.”
• Designated groups include, but are not limited to:
- Native Americans
- Asian Pacific Americans
- Black Americans
- Hispanic Americans
• Individuals not included in the presumed groups can participate in the
program, but must demonstrate social disadvantage by a “preponderance of the
evidence”
© Holomua Consulting Group, LLC 2015
SBA 8(a) BD PROGRAM – QUALIFICATIONS
ECONOMICALLY DISADVANTAGED [13 CFR 124.104] - “Socially
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.“
• For initial eligibility, the net worth of an individual claiming economic
disadvantage must be less than $250,000. For continued eligibility, net worth
must be less than $750,000.
• Not economically disadvantaged if:
- Average three year adjusted gross income
exceeds $250,000
- Fair market value of all assets exceeds $4
million for an applicant and $6 million
for continued eligibility
© Holomua Consulting Group, LLC 2015
SBA 8(a) BD PROGRAM – QUALIFICATIONS
DISADVANTAGED
INDIVIDUAL(S)
MUST*:
Control the firm (must be unconditional and direct)
Manage the firm on a full-time basis during normal
business hours
Have the necessary management experience
Establish policies
Hold the highest position and be the highest compensated
One time eligibility - Firm and individual for which eligibility is based, are only
eligible for the 8(a) program once*
*Exceptions apply for firms owned by Native Hawaiian Organizations or other Native entities
© Holomua Consulting Group, LLC 2015
SBA 8(a) BD PROGRAM – QUALIFICATIONS
Must be small
[13 CFR 121
and 13 CFR
124.102]
Based on SBA size standards (i.e. primary NAICS)
Potential for
Success
[13 CFR
124.107]
Be in business for at least two full years in the firm’s primary industry, as
demonstrated on firm’s Federal tax returns*
Affiliation is applicable*
Financially sound, access to credit and capital
Managers have technical and management experience
Good
Character
[13 CFR
124.108]
Lack of good character include: violations of SBA regulation; debarred or
suspended; lack business integrity; knowingly submitted false information;
principal is incarcerated, or on parole or probation; fail to pay federal financial
obligations (firm and principals)
*Exceptions apply for firms owned by Native Hawaiian Organizations or other Native entities
© Holomua Consulting Group, LLC 2015
SBA 8(a) BD PROGRAM - NHOs
NATIVE HAWAIIAN ORGANIZATION (NHO) [13 CFR 124.3] - “any community service
organization serving Native Hawaiians in the State of Hawaii which is a not-for-profit organization
chartered by the State of Hawaii, is controlled by Native Hawaiians, and whose business activities will
principally benefit such Native Hawaiians.”
NHO
For-profit
firm
8(a) firm
• For-profit firms owned by NHOs are eligible for the 8(a) BD program, under
different rules
• Unlike businesses owned by individuals, proceeds from businesses owned by
NHOs go back to the Native Hawaiian community
© Holomua Consulting Group, LLC 2015
SBA 8(a) BD PROGRAM - NHOs
SPECIAL RULES FOR NHOs [13 CFR 124.110]
STRUCTURE:
• NHO must be majority owner (i.e. 51%)
• NHO must control for-profit firm (i.e. NHO must control the for-profit Board
of Directors)
• NHO cannot own 51% or more of another business (either at the time of
application or for the previous two years) that is in the 8(a) program under the
same primary NAICS code of the applicant
• NHO-owned business must be small and meet
standards under 13 CFR 121
o Exceptions to affiliation rules apply for
NHOs and its for-profit firms.
o In general, affiliation will not be found based
on common ownership, management, and
common administrative services
• Day-to-day operations do not need to be managed
by socially and economically disadvantaged
individual(s)
© Holomua Consulting Group, LLC 2015
SBA 8(a) BD PROGRAM - NHOs
SPECIAL RULES FOR NHOs [13 CFR 124.110]
ELIGIBILITY:
• NHO must establish disadvantage:
o A majority of NHO members/directors must be Native Hawaiian
AND economically disadvantaged under 13 CFR 124.104
o NHO needs to re-establish eligibility every time a new firm seeks
certification
• NHO must demonstrate that its activities will benefit Native Hawaiians
• No one-time individual eligibility limitation
POST-ACCEPTANCE:
• No thresholds for ONLY Department of Defense sole-source contracts
o Section 811 of FY2010 NDAA requires J&A process for contracts over
$20 million
• No follow on contracts
© Holomua Consulting Group, LLC 2015
SBA 8(a) BD PROGRAM – NATIVE ENTITIES
SPECIAL RULES FOR INDIAN TRIBES & ALASKA NATIVE
CORPORATIONS - [13 CFR 124.109]
ANC/TRIBE
Other Ventures (i.e.
non-profit)/
Tribal Government
Functions
Holding Company/
Economic
Development
8(a) Firm
8(a) Firm
© Holomua Consulting Group, LLC 2015
• ANCs deemed socially and
economically disadvantaged
• Tribes need to only establish
economic disadvantage ONCE
• No contract thresholds for ALL
federal agencies
For-profit
Firm
SBA 8(a) BD APPLICATION PROCESS
1. Ensure program eligibility
2. Gather supporting documents
a. Individual – Personal and financial
b. Business – General company, corporate, and
financial
c. NHO – Corporate, financial, and non-profit
plan/activities
3. Register in SAM
4. Register in SBA General Login System (GLS) –
Application submitted online and hard copies
(signed and dated) mailed to SBA
5. Requests for clarification/information and
documents
© Holomua Consulting Group, LLC 2015
SBA 8(A) POST-CERTIFICATION
GENERAL REQUIREMENTS:
•
•
•
•
•
Sign Participation Agreement [SBA Form]
Submit Business Plan [13 CFR 124.402]
Submit Annual Review [13 CFR 124.112(b)]
Remain small in primary NAICS [13 CFR 124.102 (a)(2)]
Report and seek approval for any
Ownership/Management Changes [13 CFR 124.105(i)]
• Non-8(a) Business Activity Targets [13 CFR 124.509]
© Holomua Consulting Group, LLC 2015
SBA 8(A) POST-CERTIFICATION
GENERAL REQUIREMENTS
Sign Participation Agreement [SBA Form] - Requires 8(a)
participant to acknowledge that it will abide by the program requirements set
forth in the regulations and to acknowledge the consequences of failing to
comply
Submit Business Plan [13 CFR 124.402] - Must be submitted prior to
receiving any 8(a) contracts. If SBA determines (prior to expiration of the 9year term) that the firm has achieved the Development Goals set forth in the
Business Plan, the SBA will graduate the firm
Submit Annual Review [13 CFR 124.112(b)] - Requires the firm to
provide information demonstrating that the firm meets all of the 8(a) program
eligibility requirements.
© Holomua Consulting Group, LLC 2015
GENERAL REQUIREMENTS
SBA 8(A) POST-CERTIFICATION
Remain small in primary NAICS [13 CFR 124.102(a)(2)] - A
firm can request that its primary NAICS be changed if it can show
that the majority of its total revenues during a 3-year period evolved
from one NAICS code to another
Report Ownership/Management changes to the SBA
prior to making changes [13 CFR 124.105 (i)] - SBA must
approve any ownership/management or structure changes prior to
making the change
© Holomua Consulting Group, LLC 2015
SBA 8(A) POST-CERTIFICATION
GENERAL REQUIREMENTS
Non-8(a) Business Activity Targets [13 CFR 124.509] - Firms
must make efforts to obtain business outside the 8(a) program. Monitoring
begins in the first year of the Transitional Stage and is expressed as a
percentage of total revenue
Participant’s year in the
transitional stage
Non-8(a) Business Activity Targets
(required minimum non-8(a) revenue
as a percentage of total revenue)
1
15
2
25
3
35
4
45
5
55
© Holomua Consulting Group, LLC 2015
SBA 8(A) POST-CERTIFICATION
Consequences of Noncompliance with SBA 8(a) BD Program
Regulations (including size misrepresentations)
- Inability to receive sole-source contracts
[13 CFR 124.509]
- Suspension and/or debarment from government contracting
[13 CFR 124.305]
- Termination from the 8(a) BD program
[13 CFR 124.301]
- Civil lawsuits and penalties under False Claims Act
[13 CFR 121.108]
© Holomua Consulting Group, LLC 2015
SBA 8(A) POST-CERTIFICATION
Term
Completion
Expiration of 9-year term
Graduation
The firm has substantially achieved targets, goals and objectives set forth
in the business plan and demonstrated the ability to compete in the
marketplace
Early
Graduation
Achievement of targets, goals and objectives prior to expiration of
program term
Voluntary
Withdrawal
The firm elects to voluntarily withdraw from the program
Termination
SBA may terminate a firm for good cause
Examples of good cause: Submission of false information; Failure to
maintain eligibility requirements; Failure to obtain prior approval from
SBA for management/ownership changes
© Holomua Consulting Group, LLC 2015
RESOURCES AND TOOLS
System for Award Management (SAM)
www.sam.gov
Dun & Bradstreet
www.dnb.com
U.S. Small Business Administration
www.sba.gov
Dynamic Small Business Search
http://dsbs.sba.gov
Federal Procurement Data System (Small Business Goaling Reports)
www.fpds.gov
USAspending.gov
http://usaspending.gov
Federal Business Opportunities (FBO)
www.fbo.gov
Acquisition Central (Federal Agency Procurement Forecasts)
www.acquisition.gov
Interagency Contract Directory
www.contractdirectory.gov
GSA e-library
www.gsaelibrary.gsa.gov
Electronic Code of Federal Regulations
www.ecfr.gov
U.S. Census Bureau – NAICS Information
www.census.gov/eos/www/naics
NAICS Association
www.naics.com
© Holomua Consulting Group, LLC 2015
MAHALO!
THANK YOU FOR ATTENDING
TODAY’S CAUCUS!
For more information about
Holomua Consulting Group, LLC
and future workshops, please visit:
www.holomuaconsulting.com
© Holomua Consulting Group, LLC 2015