“SBA 1st First Wednesday Virtual Learning 2016”

“SBA 1st First Wednesday Virtual Learning 2016”
WOSB 11/13/2018 “Learning About the Women-Owned Small Business Contracting Program” “SBA 1st First Wednesday Virtual Learning 2016” “Exceeding Your Goals” (402)

WOSB 11/13/2018 Dwight A. Johnson SBA Office of Government Contracting, Area IV, Omaha Procurement Center Representative - IA, MN, NE, ND, & SD (402) Janis Kaiser SBA Office of Government Contracting, Area IV, Chicago Procurement Center Representative (312) Ken Silvia SBA Office of Government Contracting, Area III, Savannah, GA (912) Locate your Procurement Center Representative: (PCR Directory (402)

Certificates of Competency. FAR 19.6.
WOSB 11/13/2018 Locating SBA Area Directors: ( Size protests. FAR 19.3. SBA staff. FAR 19.4. Certificates of Competency. FAR 19.6. Subcontracting plans. FAR (a)(7)). Reminders: Use the correct NAICS codes for Women-Owned Small Business set-asides: (NAICS listing at SBA only approves 8(a) JV agreements at this time. Do not state in your solicitation that a JV or teaming agreement must be approved by SBA. (402)

WOSB 1102 FIRST WEDNESDAY VIRTUAL LEARNING SERIES 2016” 9:30 to 10:30 Central Time 11/13/2018 FY 2016 Topic Presenters SBA Area 1 October 7, 2015 8(a) Business Development Jackquline Robinson-Burnette HDQTRS 2 November 4, 2015 Women-Owned Small Business Ken Silvia III 3 December 2, 2015 SBA Surveillance Reviews 2016 Valerie Coleman V 4 January 6, 2016 Consolidation/Bundling Jan Kaiser IV 5 February 3, 2016 SDVOSB Keith Waye I 6 March 2, 2016 Partial SB Set-Asides 7 April 6, 2016 Market Research: Dynamic Small Business Search Sources Sought 8 May 4, 2016 HUBZones Mariana Pardo 9 June 1, 2016 SBA Subcontracting Assistance (CMRS) Stephanie Lewis 10 July 13, 2016 Nonmanufacturer Rule Janice Nietes VI 11 August 3, 2016 SBA Size Standards David Gordon 12 August 17, 2016 Special TBD: Limitations on Subcontracting TBD (402)

Welcome to “SBA Virtual Learning 2016”
Answering questions begins during the final 10 minutes. Or contact Technical problems? Contact the moderator with a note or call AT&T Connect Support at We state page numbers for those working of hard copies of the program. We cover the “SBA Quick Reference” at end of the program as time allows. It is for your use later. Participation is limited to federal acquisition and related staff, SBA, and Procurement Technical Assistance Center (PTAC) staff. Your nearest PTAC: (

One continuous learning point
Self-service: Fill in your name on the certificate slide and save. Phoning in only? Send an immediately to to verify your participation. Feedback welcome. Post program . This contains a time sensitive .wmv recording, a transcript of the program, along with another copy of the program PowerPoint. Welcome and thank-you for your support of small business.

““Learning About the Women-Owned Small Business Contracting Program”
WOSB 11/13/2018 “SBA 1st Wednesday Virtual Learning 2016” This Certificate is awarded to For completion of ““Learning About the Women-Owned Small Business Contracting Program” This training seminar may be credited towards “Continuous Learning Points” as described in OFPP Policy Letter Recommendation of One CLP. 11/4/2015 Dwight A. Johnson date Procurement Center Representative SBA Office of Government Contracting, Omaha (402)

“Learning About the Women-Owned Small Business Contracting Program” Training for Contracting Officers November 2015

FAR 2.101 Definitions. “Women-owned small business concern” (WOB) means— (1) A small business concern (counts toward goals but no set- aside) — (i) That is at least 51 percent owned by one or more women; or, in the case of any publicly owned business, at l least 51 percent of the stock of which is owned by one or more women; and (ii) Whose management and daily business operations are controlled by one or more women; or (2) A small business concern eligible under the “Women-Owned Small Business Program” in accordance with 13 CFR part 127 (see subpart 19.15). Set-asides to help reach goals.

How this looks in “Dynamic Small Business Search” options
Any Women-Owned Small Business: (search help) Women-Owned Small Business under the Women-Owned Small Business Program (more information) Economically Disadvantaged Women-Owned Small Business under the Women-Owned Small Business Program Women-Owned Small Business Joint Venture Economically Disadvantaged Women-Owned Small Business Joint Venture

Topics for discussion - 1
Overview of the WOSB program Eligibility requirements Certification and Repository How to set-aside a WOSB/EDWOSB contract Reviews & Protests Resources and Q&A Appendix – User guide for GLS and WOSB Repository

Overview of Women-Owned Small Business program (FAR 19
Overview of Women-Owned Small Business program (FAR and 13 CFR 127.) The Women-Owned Small Business (WOSB) program authorizes contracting officers to set aside certain federal contracts for eligible: Women-owned small businesses (WOSBs) or Economically disadvantaged women-owned small businesses (EDWOSBs) SBA is responsible for implementing and administering the program.

Requirements for WOSB and EDWOSB Set Asides (See WOSB Program) NAICS code list at www.sba.gov/wosb)
Industries WOSB NAICS codes EDWOSB NAICS codes. Caution. All EDWOSB NAICS codes are also WOSB NAICS codes. “EDs” may compete on an WOSB set-aside but WOSBs may not compete on EDWOSB set-aside. “EDs” are a subset of WOSBs

Requirements for WOSB and EDWOSB Set Asides (cont
Requirements for WOSB and EDWOSB Set Asides (cont.) (See WOSB Program NAICS code list at WOSB Set Aside EDWOSB Set Aside Rule of two for set-aside Reasonable expectation that 2 or more WOSBs will submit an offer * Note: All EDWOSBs are WOSBs Reasonable expectation that 2 or more EDWOSBs will submit an offer * Note: Not all WOSBs are EDWOSBs

Requirements for WOSB and EDWOSB Set Asides (cont
Requirements for WOSB and EDWOSB Set Asides (cont.) (See WOSB Program) NAICS code list at Sole Source (13 CFR 127) WOSB or EDWOSB is a responsible contractor and Contracting Officer does not have a reasonable expectation that two or more WOSBs or EDWOSBs will submit an offer. Anticipated award price including options does not exceed the statutory thresholds of $6.5M for manufacturing or $4M for other contracts. Contract can be awarded at fair market price. SBA’s regulations in place on October 14, 2015 with FAR to follow soon.

“Parity” and the WOSB Program (19
“Parity” and the WOSB Program ( Relationship among small business programs) (a) There is no order of precedence among the 8(a) Program (subpart 19.8), HUBZone Program (subpart 19.13), Service- Disabled Veteran-Owned Small Business (SDVOSB) Procurement Program (subpart 19.14), or the Women- Owned Small Business (WOSB) Program (subpart 19.15). (d) In determining which socioeconomic program to use… consider….— (1) Market research and (2) Agency progress in fulfilling its small business goals.

Requirements for Joint Ventures
Size: Combined annual receipts or employees of joint venture must meet NAICS code assigned to contract* EDWOSB/WOSB must be managing venturer EDWOSB/WOSB employee must be project manager responsible for performance of the contract EDWOSB/WOSB must receive at least 51% of net profits The joint venture agreement must be in writing Joint venture must meet subcontracting limitations Must be registered as such in SAM

Additional information about the WOSB program
The same subcontracting limitations that apply for small business set asides apply for the WOSB program. FAR A mentor-protégé program for the WOSBs could be implemented within the next year.

Examples of how the program works:1 of 3
Requirement NAICS: , Other Personal Services Requirement size: $12M Check eligibility for WOSB Program set-aside at Yes, it is on the WOSB list, so EDWSOSBs may participate as well. Does research show the “rule of two” may be met” ? Yes Set-aside for WOSB Program Check Repository prior to award to the apparent successful offeror

Examples of how the program works: 2 of 3
Requirement NAICS: , Roofing Contractors Requirement size: $6M Check eligibility for WOSB Program set-aside at Yes, it is on the EDWOSB list, so EDWSOSBs participate but not WOSBs. Does research show the “rule of two” may be met” ? Yes Set-aside for EDWOSBWOSB Program Check Repository prior to award to the apparent successful offeror

WOSB Program sole source awards in CFR. (FAR coming.)
13 CFR (c) Sole source awards to EDWOSBs. ….A contracting officer may issue a sole source award to an EDWOSB when the contacting officer determines that: (1) The EDWOSB is a responsible contractor with respect to performance and the contracting officer does not have a reasonable expectation that 2 or more EDWOSBs will submit offers; (2) The anticipated award price of the contract (including options) will not exceed $6,500,000 (manufacturing), or $4,000,000, other; and (3) Award can be made at a fair and reasonable price.

Examples of how the program works: 3 of 3
Requirement NAICS: NAICS , Document Preparation Services Requirement size: $2M Check eligibility for WOSB Program set-aside at Yes, it is on the EDWOSB list, so EDWSOSBs participate but not WOSBs. Does research show the “rule of two” may be met” ? No. But a 13 CFR (c) allows a sole source Check Repository prior to award to the apparent successful offeror

Eligibility Requirements for WOSBs
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 hold highest officer position The woman must work at the business full-time during normal working hours No minimum amount of time the business has been operational

Eligibility Requirements for EDWOSBs
Same requirements as WOSBs (on previous page) PLUS: Personal net worth (assets minus liabilities) is less than $750,000 excluding: Ownership in business and primary personal residence Income reinvested or used to pay taxes of business Funds reinvested in IRA or other retirement account* Transferred assets within two years if to or on behalf of immediate family member for select purposes** Adjusted gross income average over three years is $350,000 or less excluding: Fair market value of assets is $6 million or less excluding: Funds reinvested in IRA or other official retirement account

WOSB program certification: Two means to do so (FAR 19.1503)
Self Certification Free, no cost Register in SAM as WOSB or EDWOSB Compile and upload all required documents to the repository Represent status in SAM Third Party Certification Obtain certification from an SBA-approved Third Party Certifier Information uploaded by the EDWOSB or WOSB to the Repository and must be in place at the time of initial offer.

Information uploaded to the WOSB Program Repository
FAR Definition. ““WOSB Program Repository” means a secure, Web-based application that collects, stores, and disseminates documents to the contracting community and SBA, which verify the eligibility of a business concern for a contract to be awarded under the WOSB Program.” WOSB and ESWOSBs upload the information through SBA’s General Login System: FAR lists documents needed for certification to justify status that are uploaded to Repository. (Or see contracting officer guidebook checklist at

Information uploaded to the WOSB Program Repository (cont.)
Contracting officers register in the Repository. WOSB and ESWOSB apparent successful offerors grant permission for Contracting officers to review the Repository. FAR (e) The contracting officer must check whether the apparently successful offeror filed all the required eligibility documents, and file a status protest if any documents are missing. See (d)(2).

Steps to set-aside a WOSB/EDWOSB contract (cont’d)
Confirm the eligibility of the NAICS code for the WOSB Program Consider the Woman-Owned Small Business Program based upon market research and “parity”. If for an ESWOSB or WOSB program set-aside, sign-up for the WOSB Repository through SBA’s General Login System. With the permission of the apparent successful offeror, check the Repository for the necessary documentation.

Protests and Reviews FAR (d)(2). The contracting officer shall file a status protest in accordance with if- (i) There is information that questions the eligibility of a concern; or (ii) The concern fails to provide all of the required documents to verify its eligibility. FAR - Protesting a EDWOSB or WOSB status FAR – Protesting a small business’ size Eligibility Examinations/Reviews. SBA will conduct regular reviews of firms who have self-certified.

Resources Woman –Owned Small Business Program website: ww.sba.gov/wosb
Assistance: Procurement Center Representatives: Procurement Technical Assistance Centers:

General login system steps
Go to On the left hand side click on “Request SBA User ID” Fill out the information that is required (including a user ID - create a user ID familiar to you, without special characters) Click “Submit”. A temporary password will get ed to you. Login and change your password as instructed. Read disclaimers throughout. Review WOSB or EDWOSB information through either the “Business” or “Solicitation” views You may wish to use the checklist in the contracting officer guide at the program website, - for your documentation

To log onto the General Login System (GLS), go to: https://eweb. sba
Apparent successful offeror logs into Repository and enters the solicitation number, 2) selects the agency and contracting officer from a drop down menu, and 3) authorizes that individual to have access to the business’ documents.

When you click “Request SBA User ID,” fill in all the blue highlighted fields

When you click “Request SBA User ID,” fill in all the blue highlighted fields (cont’d)
Select your Agency, make sure “Contracting Officer” is selected and then click “Submit”

Once you have a user ID and password, log into GLS: https://eweb. sba

Once in GLS, Click on the “Access” Button to gain entry to the Women Owned Small Business (WOSB) Repository

Select the “Federal Agency Contract Officer” role for the WOSB Repository and submit

After the EDWOSB or WOSB apparent successful offeror has given permission, you will see how to access the documents by clicking on “Business View”

Documents are listed for contracting officer review

You may also use “Solicitation View” to access the same information as through "Business View”

“SBA 1st First Wednesday Virtual Learning 2016”
WOSB 11/13/2018 “Learning About the Women-Owned Small Business Contracting Program” “SBA 1st First Wednesday Virtual Learning 2016” “Exceeding Your Goals” (402)

”SBA Quick Reference: Whom to Contact for What”

Dynamic Small Business Search
Dynamic Small Business Search is alive and well. Link:

Summary of CFR regulations
SBA on Small Business Joint Ventures WOSB SBA on Small Business Joint Ventures 11/13/2018 11/13/2018 Summary of CFR regulations SBA size regulations 13 CFR Part 121 HUBZone regulations 13 CFR SBA Certificate of Competency 13 CFR 125.5 Service-disabled veteran 13 CFR (b) 8(a) and SDB regulations 13 CFR Small disadvantaged business 13 CFR (f) WOSB Program 13 CFR 127 SBA Prime Contracting 13 CFR 125.2 SBA Subcontracting 13 CFR 125.3 11/13/2018 2:15 PM (402) SBA Office of Government Contracting, Omaha SBA Office of Government Contracting, Omaha 50 50

FIVE TYPES OF SBA CONTACTS & OFFICES
SBA on Small Business Joint Ventures Small Business Jobs Act and Changes WOSB 11/13/2018 11/13/2018 11/13/2018 11/13/2018 FIVE TYPES OF SBA CONTACTS & OFFICES A. SBA Government Contracting Area Offices B. SBA Procurement Center Representatives (PCRs) C. SBA Commercial Market Representatives (CMRs) D. SBA District Offices E. SBA Headquarters (402) SBA Office of Government Contracting, Omaha SBA Office of Government Contracting, Omaha 51 51

Six SBA Government Contracting Areas
SBA on Small Business Joint Ventures Small Business Jobs Act and Changes WOSB 11/13/2018 11/13/2018 11/13/2018 11/13/2018 Six SBA Government Contracting Areas I - Boston IV-Chicago II - MD VI-San Francisco III-Atlanta V- Fort Worth 11/13/2018 2:15 PM (402) SBA Office of Government Contracting, Omaha SBA Office of Government Contracting, Omaha 52 52

A. SBA Quick Reference - SBA Area Offices
Small Business Jobs Act and Changes SBA on Small Business Joint Ventures WOSB 11/13/2018 11/13/2018 11/13/2018 11/13/2018 A. SBA Quick Reference - SBA Area Offices 1. Size protests (with recertification) FAR 13 CFR 13 CFR 2. Locating nearest SBA staffer FAR 19.4 3. Certificate of Competency FAR 19.6 13 CFR 125.5 4. COC Limitations on Subcontracting Compliance FAR 13 CFR 125.6(f) 5. Receiving copies subcontracting plans FAR 11/13/2018 2:15 PM 53 (402) SBA Office of Government Contracting, Omaha SBA Office of Government Contracting, Omaha 53 53

B. SBA Quick Reference SBA Procurement Center Representatives (PCRs)
FAR Small Business Administration procurement center representatives. (a)(1) The SBA may assign one or more procurement center representatives to any contracting activity or contract administration office to carry out SBA policies and programs… (2) If a SBA procurement center representative is not assigned to the procuring activity or contract administration office, contact the SBA Office of Government Contracting Area Office….. (b) Upon their request and subject to applicable acquisition and security regulations, contracting officers shall give SBA procurement center representatives….access to all reasonably obtainable contract….

B. SBA Quick Reference SBA PCRs, cont.
1. SBA PCR coordination records FAR (b) 13 CFR 125.2 2. Small business set-aside appeals FAR 13 CFR 125.2(b)(7) 3. HUBZone set-aside appeals FAR FAR 13 CFR 4. SDVOSB set-aside appeal FAR FAR 13 CFR 5. Reporting bundling to SBA (MATOCs) FAR (e)(1) 6. SBA subcontracting plan reviews-copies FAR (3) 13 CFR 125.2(b)(6)(iii) FAR (c) 13 CFR 125.2(b)(6)(iii)(C) 7. SBA subcontracting program review FAR (4) 8. Small business TFD FAR (e)(4)) (Termination for default) 9. Surveillance review of agency contracting 11/13/2018 2:15 PM

Small business coordination forms sent to SBA PCRs
Agency Form Title 1 Commerce CD 570 Small business set-aside review 2 Defense 2579 Small business coordination record 3 Energy 4220.2 Small Business Review form 4 GSA 2689 Small Business Analysis Record 5 HHS 653 Small business review form 6 Homeland Security 700-22 7 Interior 1886 Acquisition screening and review form 8 Labor DL1-2004 Small Business Procurement Determination. 9 NASA NF 1787 Small business review sheet 10 State DS-1910 Small Business Clearance Form 11 Transportation 4250 Small Business Program Review Form 12 USDA AD-1205 Small Business Program – Procurement Review 13 VA 2268 Procurement Request Review For Small Business…

Document that you have provided SBA Area Directors with copies of subcontracting plans
Postaward responsibilities of the contracting officer. …: Notifying the SBA of the award by sending a copy of the award document to the Area Director, Office of Government Contracting, in the SBA area office where the contract will be performed. (c) Giving to the SBA procurement center representative….a copy of— (1) Any subcontracting plan submitted in response to a sealed bid solicitation; and (2) The final negotiated subcontracting plan that was incorporated into a negotiated contract or contract modification. (d) Notifying the SBA procurement center representative…. of the opportunity to review subcontracting plans in connection with contract modifications.

Prime contractor portfolio management 13 CFR 125.3
WOSB 11/13/2018 C. SBA Quick Reference - SBA Commercial Market Representatives (CMRs) ( Prime contractor portfolio management 13 CFR 125.3 Reviews of subcontracting plan holders 13 CFR 125.3 Matchmaking CFR 125.3 SBA SUB-Net link: SBA Subcontracting Opportunities Directory link: “SBLO Handbook” link: (402)

D. SBA Quick Reference – SBA Regional and District Offices
Small Business Jobs Act and Changes SBA on Small Business Joint Ventures WOSB 11/13/2018 11/13/2018 11/13/2018 11/13/2018 D. SBA Quick Reference – SBA Regional and District Offices Link to district offices: 59 (402) SBA Office of Government Contracting, Omaha SBA Office of Government Contracting, Omaha 59 59

D. SBA Quick Reference - SBA District Offices, cont.
SBA on Small Business Joint Ventures Small Business Jobs Act and Changes WOSB 11/13/2018 11/13/2018 11/13/2018 11/13/2018 D. SBA Quick Reference - SBA District Offices, cont. To locate SBA 8(a) servicing office, check Dynamic Small Business Search at the link: and then local resources at the link (402) SBA Office of Government Contracting, Omaha SBA Office of Government Contracting, Omaha 60 60

E. SBA Quick Reference - SBA Headquarters
Small Business Jobs Act and Changes SBA on Small Business Joint Ventures WOSB 11/13/2018 11/13/2018 11/13/2018 11/13/2018 E. SBA Quick Reference - SBA Headquarters 1. HUBZone status protests FAR 13 CFR 2. NAICS code appeal FAR 13 CFR 3. Non-manufacturer rule waivers FAR (f)(1)-(7) 13 CFR 4. SDVOSB status protest FAR 13 CFR 5. WOSB Program status protest FAR /13 CFR 11/13/2018 2:15 PM 61 (402) SBA Office of Government Contracting, Omaha SBA Office of Government Contracting, Omaha 61 61

FAR 19. 102 (f ): No class waiver to NMR
FAR (f ): No class waiver to NMR? Check out an individual waiver*

A. If you find no class waivers, an SBA individual waiver to the Nonmanufacturer Rule (NMR) may help you to achieve small business goals if*: B. A waiver for a set-aside is not needed when: 1. One small business manufacturer: * Small business set-aside 2. Small business manufacturer, brand specific of any dollar size with FAR 6 justification: * Small business set-aside 3. Large business, brand specific (or brand equivalent) requirement $25,000 or less with FAR 6: * Small business set-aside C. GSA schedule: Use the closest code listed on the schedule. Then same as above if no class waiver. D. Exception to “NMR” if procurement $25,000 or less (FAR (f)(7)(B))

WOSB NMR Program Office The preferred and most expeditious method for asking questions and submitting waiver requests is by to (402)

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