8A Certification Business Development Program

SMALL BUSINESS ADMINISTRATION

BDMIS TRAINING

8(a) Application Submission

BDMIS@sba.gov

SITES TO KNOW…

SBA Homepage (SBA)www.sba.gov

SBA’s Resource Partners (SBA)www.sba.gov/localresources/index.html

Code of Federal Regulations (CFR) 13 Part 124www.access.gpo.gov/nara/cfr/waisidx_06/13cfr124_06.html

Federal Acquisition Regulations (FAR)www.arnet.gov/far/

FedBizOppswww.fedbizopps.gov

AGENDA

Definitions

Pre-requisite(s)

Obtaining your User ID & Password (GLS)

What is BDMIS?

Accessing/Submitting an 8(a) Application

SIZE STANDARDwww.sba.gov/size/

North American Industry Classification System (NAICS) (GENERAL EXAMPLES – MUST BE LOWER THAN)

Manufacturing 500 – 1,500 employeesWholesale Trade 100 employeesRetail Trade $7 – 35.5 millionConstruction $33.5 millionDredging $20 millionSpecial Trade $14 millionBusiness/Personal Services $6.5 millionA&E $35.5 million

*Based on average over previous 12 months **Based on average over previous 3 fiscal year

SOCIALLY DISADVANTAGED13 CFR 124.103

Racial or ethnic prejudice

Cultural bias

Presumption on the following groups: African American, Asian Pacific American, Hispanic American (includes individuals of Spanish & Portuguese descent), Native American, & Subcontinent Asian American

Proof of disadvantage status for non-designated groups:

Objective features - color, ethnic origin, gender, physical handicap or geographic environment - personal experiences only in America

Personal Experience Experiences in American Society Substantial and chronic (quality and quantity) Negative Impact (entry & advancement in business world) SBA considers education, employment and business history, where

applicable in each case

ECONOMICALLY DISADVANTAGED13 CFR 124.104

Personal Adjusted Net Worth may not exceed $250,000 for 8(a) Program when applying into the 8(a) Program

NET WORTH less equity in primary residence less equity in business equals adjusted net worth

• Individual’s average two-year income• Fair market value of all assets• Access to credit and capital• Financial condition of the applicant firm• Assets transferred to immediate family for less than market value (within

two years)

• Exclusions: Transfers for Education, medical expenses, certain forms of essential support and special occasions (birthdays, graduations, anniversaries, and retirements)

8(a) BUSINESS DEVELOPMENT

PREFERRED PRE-REQUISITE www.sba.gov/8abd/

1) SUITABILITY TOOL

Go to: www.sba.gov/8abd/ - 8(a) Application

Explains the 8(a) Program

Self-Assessment Test

SUITABILITY TOOL http://www.sba.gov/aboutsba/sbaprograms/8abd/index.html

SUITABILITY TOOL TESThttp://imedia.sba.gov/vd/media1/training/sbdtool/player.html

SUITABILITY TOOL TESThttp://web.sba.gov/sbtn/sbat/index.cfm?Tool=2

8(a) BUSINESS DEVELOPMENT13 CFR 124.108

Nine (9) Years

U.S. Citizen or:Indian Tribe, Alaska Native Organization, Community Development Corporation or Native Hawaiian Corporation-Owned Firm

Good character

Potential for Success (13 CFR 124.107)

Small businesswww.sba.gov/size/

At least 51% owned and controlled by Socially and Economically Disadvantaged individual(s)

One-time Deal

TWO YEAR WAIVER RULE13 CFR 124.107

•  Substantial demonstration of business management experience

• Demonstrated technical expertise to carry out business plan • Adequate capital • Record of successful performance on contracts (please provide copies of

contracts that will reflect the different sizes the firm can handle and the different services/products, billing invoices and bank statements reflecting deposit of receipts). Evidence also to include letters of reference from the firm’s clients.

 • Ability to obtain the personnel, facilities, equipment, and any other

requirements to perform on contracts • If the firm has not generated revenue, you will be unable to waive the two

year rule. 

REQUIRED PRE-REQUISITE www.ccr.gov

2) SET-UP/UPDATE PROFILECENTRAL CONTRACTOR REGISTRATION (CCR)

Requirement for Federal contracting DUNS: (http://fedgov.dnb.com/webform) or 1-866-705-5711 Tax ID Number: (Assigned by the Internal Revenue Service) Statistical Information (Business) Electronic Funds Transfer (EFT) Info

READY? Go to: www.ccr.gov Update/Renew Registration Need User ID & Password Update (Every 18 Month) User Manual: https://www.bpn.gov/ccr/doc/UserAccount.pdf

CENTRAL CONTRACTOR REGISTRATION (CCR)

CCR HELP DESK

SETTING UP GLS PROFILE

3) Things you need to know

Name Date of Birth Last 4 Digits of Social Security Number Company Address & Phone Number Email Address EIN or Tax ID Number DUNS Create User ID

- At least 8 characters - Please don’t use “&” symbol

Go to: https://eweb.sba.gov/gls/dsp_login.cfm

SETTING UP GLS PROFILE

SETTING UP GLS PROFILE

SETTING UP GLS PROFILE

SETTING UP GLS PROFILE

SETTING UP GLS PROFILE

SETTING UP GLS PRFILE

BDMIS?

Business Development Management Information System

Stores Information Timely process Forms Secured System

ACCESS TO BDMIS

https://eweb.sba.gov/gls/dsp_login.cfm

ACCESS TO BDMIS

ACCESS TO BDMIS

ACCESS TO BDMIS

COMPLETING YOUR FORMS

COMPLETING YOUR FORMS

COMPLETING THE FORMS(ACTION BUTTONS)

COMMON MISTAKES

Not Saving/Clicking on Verify Completeness

Don’t see Form 413? (Must complete Form 1010-Business first)

Receive “Error Message” on Form 413(Total Value of your attached entries doesn’t match Amount…)

Don’t know SBA Customer ID Number (Form 1010/Business)

Don’t know Date of last CCR/DSBS Update

SAVE & VERIFY COMPLETENESS

FORM 413 (MISSING)

ERROR ON FORM 413

ERROR ON FORM 413

SBA CUSTOMER ID NUMBER

Go to Central Contractor Registration (CCR) www.ccr.gov

Click on “Small Dynamic Business Search”

Search Company DUNS 8(a) Case Number Company Name

Click on Company to Open File

SBA Customer ID# is in the url (http://dsbs.sba.gov/dsbs/search/dsp_profile.cfm?User_Id=P0123456)

SBA CUSTOMER ID NUMBER

SBA CUSTOMER ID NUMBER

SBA CUSTOMER ID NUMBER

SBA CUSTOMER ID NUMBER

SBA CUSTOMER ID NUMBER & UPDATE CCR DATE

SIGN/NOTARIZE FORM

COMPLETE APPLICATION FORMS

ASSEMBLE SUPPORTING DOCUMENTATION

SUBMIT THE APPLICATION

DOWNLOAD, PRINT & SIGN

MAIL THE HARD COPY (EXAMPLE)

THANK YOU

THE BDMIS TEAM

BDMIS@sba.gov