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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)
