SDVOSB Program First Wednesday Virtual Learning Series 2018 Hosts - - PowerPoint PPT Presentation

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SDVOSB Program First Wednesday Virtual Learning Series 2018 Hosts - - PowerPoint PPT Presentation

SDVOSB Program First Wednesday Virtual Learning Series 2018 Hosts Christopher Eischen, Procurement Center Representative SBA Office of Government Contracting, Area IV Valerie Coleman, Program Manager, Prime Contracts SBA Office of Government


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First Wednesday Virtual Learning Series 2018

SDVOSB Program

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Christopher Eischen, Procurement Center Representative SBA Office of Government Contracting, Area IV Valerie Coleman, Program Manager, Prime Contracts SBA Office of Government Contracting

Hosts

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  • 1. Questions answered during the final 10 minutes.
  • 2. Technical problems: Contact the moderator with a note or

call AT&T Support Desk at 1-888-796-6118.

  • 3. Page numbers stated for those working off hard copies of the

program.

  • 4. We cover the “SBA Quick Reference” as time allows.
  • 5. For more SBA training visit the SBA Learning Center website

https://www.sba.gov/tools/sba-learning-center/search/training

Welcome to “SBA Virtual Learning 2018”

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Procurement Technical Assistance Centers are a vital resource partner.

  • APTAC posts past “First Wednesday” programing at this link:

http://www.aptac-us.org/for-contracting-officers-sba-webinar- library/

  • Contracting officer resources: “How PTACs partner with

federal agencies”: http://www.aptac-us.org/federal-partners/

  • Find your nearest Procurement Technical Assistance Center

at http://www.aptac-us.org

Association of Procurement Technical Assistance Centers (APTAC)

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The program schedule above is for information only and is subject to change. FY 2018 Date Topic

1 October 4, 2017 Non-Manufacturer Rule 2 November 1, 2017 About SBA 3 December 6, 2017 SBA Programs You May Not Know About

Natural Resources Assistance/Disaster Assistance

4 January 10, 2018 Historically Underutilized Business Zones 5 February 7, 2018 Certificate of Competency Program 6 March 7, 2018 Woman Owned Small Business (WOSB) Program 7 April 4, 2018 Size and Affiliation 8 May 2, 2018 Subcontracting Tools 9 June 6, 2018 SDVOSB 10 July 11, 2018 SBA Legislative Update 11 August 1, 2018 Mentor/ Protégé Program

1st WEDNESDAY VIRTUAL LEARNING SERIES 2018 SCHEDULE

1:00 to 2:00 Central Time

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  • Self-service: Using the PowerPoint that was sent with your

invitation for this training event, fill in your name on the certificate slide and save. Download the certificate and print for your records. You submit your request for training credit IAW your agency policy, i.e. FAITAS.

  • Phoning in only: If you listen in groups and you want all

attendees to be included on the future mailing list, send email addresses of participants in an excel document to sbalearning@sba.gov.

One Continuous Learning Point

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Jerry Godwin Veterans Business Specialist Office of Veterans Business Development U.S. Small Business Administration (202) 205-6376 jerry.godwin@sba.gov

Today’s Speaker

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  • Mr. Ray Milano, Deputy Associate

Administrator

  • Mr. Milano oversees OVBD programs, people, and

policies, working to empower America’s veteran small business owners and entrepreneurs.

  • Ms. Barbara Carson, Associate

Administrator

  • Ms. Carson oversees the OVBD team in

formulating, implementing, administering and promoting policies and programs that equip veteran, service member, and military spouse business owners with counseling and education, access to capital, and contracting opportunities.

LEADERSHIP: OFFICE OF VETERANS BUSINESS DEVELOPMENT (OVBD)

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  • Public Law 106-50 and 110-186
  • IATF conduct
  • ACVBA conduct
  • Public Law 105-135
  • Define eligibility for programs
  • Define eligible grantees
  • Implied task: conduct programs

through grants and contracts and cooperative agreements

  • Public Law 106-545
  • Establishes subcontracting goal
  • Veteran Entrepreneur Act of 2015

establishes Fee Waiver

  • Public Law 106-50
  • Formulate, execute, and promote

policies and programs

  • Ombudsman
  • Train and counsel
  • Advise veterans through programs
  • Established SDVOSB 3% prime

and sub contracting goal across federal agencies

  • Public Law 110-186
  • Participate in TAP via VBOCs and

written materials

  • Women veteran business training

HOW: WBC and VBOC

  • SBDC grant for specific activities
  • Economic Injury loan via MREIDL

AUTHORIZING STATUTES

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  • Vision: Create America’s next great generation of veteran small

business owners

  • Mission: Empower veteran entrepreneurship by formulating,

implementing, administering, and promoting policies and programs

  • Equip veteran, service member (active duty, National Guard,

Reserve), and military spouse owned small businesses with:

  • Counseling, training, and education
  • Access to Capital and Disaster assistance
  • Contracting opportunities

Veteran-owned businesses are a pillar of the U.S. Economy.

SERVING THE NEXT GREAT GENERATION

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  • Counseling & Training
  • Veterans Business Outreach Centers (VBOC)
  • Boots to Business (B2B) and Boots to Business Reboot (B2BR)
  • Women Veteran Entrepreneurship Training Program (WVETP)
  • Service-Disabled Veteran Entrepreneurship Training Program (SDVETP)
  • Veteran Federal Procurement Entrepreneurship Training Program (VFPETP)
  • SBA District Offices / Veteran Business Development Officers
  • Access to Capital
  • SBA’s Veteran Advantage
  • Access to Contracting and Market Opportunities
  • 3% SDVOSB federal goal achieved yearly since 2012
  • Disaster Assistance
  • Military Reservist Economic Injury Disaster Loan (MREIDL)

SBA OVBD MISSION PRIORITIES

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  • Located throughout

the nation, the SBA veteran ecosystem is comprised of grantees, resource partners, interagency

  • rganizations, and

more.

  • Additionally, there

are 68 SBA District Offices across the U.S.

PARTNERS AND RESOURCES

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  • 22 centers nationwide, full resource partners
  • Provides SBA resource navigation and referrals
  • Growth focused on high vet population and installation density areas
  • Transition assistance core mission
  • Integration and referral mindset
  • More information can be found at WWW.SBA.GOV/VBOC

VETERANS BUSINESS OUTREACH CENTERS

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VBOC COVERAGE MAP

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  • VBOCs are the lead SBA resource

partner in regard to the Boots to Business Program.

  • VBOCs work with the SBA District

Offices and Transition Service Managers at military installations to ensure that Boots to Business classes are conducted in accordance with the guidelines of the Transition Assistance Program’s (TAP) Entrepreneurship Track.

In FY17, over 650 Boots to Business classes were held at military installations within the United States.

BOOTS TO BUSINESS AND VBOCS

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The entrepreneurial training program offered by SBA

  • n military installations around the world as a training

track of the Department of Defense’s Transition Assistance Program (TAP).

  • WWW.SBA.GOV/B2B

Extends the entrepreneurship training offered in TAP to veterans of all eras, members of the Reserve and National Guard, and military spouses in their communities.

  • WWW.SBA.GOV/B2BREBOOT

BOOTS TO BUSINESS REBOOT BOOTS TO BUSINESS

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Market Research

  • Short, targeted learning modules provide a

flexible program creating a customized learning experience best suited for personal schedules and entrepreneurial life.

Revenue Readiness

  • Six-week virtual training program designed to

help participants take a business idea from concept to actionable plan in a short timeframe.

Business Fundamentals

  • Thirteen on-demand courses designed for

individuals to explore and build their entrepreneurial skills to ensure their success beyond the startup phase.

BOOTS TO BUSINESS FOLLOW-ON OPTIONS

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Focused on veterans: success depends on collaboration.

BOOTS TO BUSINESS DELIVERY MODEL

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Since January 2013, over 75,000 service members and spouses have been counseled on small business ownership concepts across all formats.

BOOTS TO BUSINESS OUTPUT

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*due to rounding, all charts not equal to 100%

Transitioning service members of all ranks and branches participate.

BOOTS TO BUSINESS DEMOGRAPHICS

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VBOC 28% SCORE 20% SBDC 17% SBA 14% Other 14% WBC 5% Lender 1% Lawyer 1%

Boots to Business Instructor Distribution Fiscal Year 2017

All SBA partners collaborate and receive grant funding to deliver B2B. VBOC share has increased to align to statute and focused expansion.

BOOTS TO BUSINESS PARTNER DELIVERY

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  • Entrepreneurial training for women

veterans as they start or grow a business.

  • WVETP consists of three institution

grantees:

  • Veteran Women Igniting the Spirit of

Entrepreneurship (V-WISE) – Institute for Veterans and Military Families at Syracuse University

  • Entrepreneurial Program for Innovation

and Collaboration (EPIC) and Bunker in a Box – Bunker Labs

  • Lift Fund – San Antonio Lift Fund

(WVETP)

WOMEN VETERAN ENTREPRENEURS HIP TRAINING PROGRAM

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  • Entrepreneurial training for SDVs as

they start or grow a business

  • SDVETP consists of four institution

grantees:

  • Entrepreneurship Bootcamp for

Veterans with Disabilities (EBV) – Syracuse University’s Institute for Veterans and Military Families, Syracuse, NY

  • ebv.vets.syr.edu
  • Veterans Entrepreneurship Program –

Riata Center for Entrepreneurship, Spears School of Business at Oklahoma State University, Stillwater, OK

  • business.okstate.edu/riata/veterans
  • Veterans Entrepreneurship Jumpstart

Program – St. Joseph’s University, Philadelphia, PA

  • www.sju.edu/ebv – information on

next cohort enrollment

  • Dog Tag, Inc. – Washington, DC
  • www.dogtaginc.org

(SDVETP)

SERVICE- DISABLED VETERAN ENTREPRENEURS HIP TRAINING PROGRAM

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  • Includes upfront guaranty fee relief on

SBA loans: ‒ SBA 7(a)

  • Zero fee for loans up to $150,000
  • 50% fee for loans $150,001 to

$500,000 ‒ SBA Express

  • Zero upfront borrower fee

Available to:

  • Veterans
  • TAP-eligible active duty

service members

  • Reservists, National Guard

members

  • Current spouse of any of

the above

  • Some widowed spouses

Disaster Assistance: MREIDL

  • Military Reservist

Economic Injury Disaster Loan

  • Available for eligible

VOSBs and SDVOSBs

CAPITAL: SBA VETERANS ADVANTAGE

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VET Act of 2015 fee relief impacted savings to veterans ~ $4.8M in FY17, $37M

  • verall

CAPITAL ACCESS

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  • US Government SDVOSB contract spend has exceeded 3% every year

since FY2012 - FY17 data shows 4.04% SDVOSB spend

  • Veteran Federal Procurement Entrepreneurship Training Program

(VFPETP)

  • Many SDVOSB and VOSB are well prepared for state and local

procurement opportunities

  • Commercial Supply Chain

CONTRACTING

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Veterans Institute for Procurement (VIP)

  • Three-day intensive programs held in MD
  • Hands-on, market-based instruction that

help veteran-owned small businesses (VOSBs) establish best practices for federal procurement

  • VIP GROW – enables VOSBs to

increase their ability to win government contracts

  • VIP START – designed for VOSBs

who seek to either enter or expand current business in the federal marketplace

  • VIP INTERNATIONAL – designed for

VOSBs who seek to either enter or expand their federal contracting and commercial opportunities overseas

  • In 2018, VIP celebrated its 1000th

graduate! WWW.NATIONALVIP.ORG

(VFPETP)

VETERAN FEDERAL PROCUREMENT ENTREPRENEURSHIP TRAINING PROGRAM

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Advisory Committee on Veteran Business Affairs

  • Membership: SDVOSBs, VOSBs, Veteran

Service Organizations (VSO)

Interagency Task Force on Veterans Small Business Development

  • Membership: SBA, VA, DoL, Dept. of

Treasury, OMB, GSA, DoD, and four VSOs Public meetings held March, June, September, December at SBA HQ, Washington, DC

POLICY FORMULATION

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  • VR&E

‒ Opportunities for reciprocal referral ‒ Official Memorandum of Agreement in place

  • IATF

‒ Focus on SDVOSB and VOSB federal procurement

  • OSDBU

‒ Complementary outreach and engagement

  • Transition Assistance Program
  • Test and potential replication of Veteran Business Owner Initiative

(VBOI) program Boston VA Medical Center

‒ Counselor from compensated work therapy collaborates with local SBA instructors ‒ Provide entrepreneurship training and mentoring to veterans receiving VA services

  • SCOTUS Kingdomware could be relevant outside VA and beyond

veterans

SBA AND VA

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Questions

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“SBA Quick Reference”

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SBA Size Regulations 13 CFR Part 121 HUBZone Regulations 13 CFR 126.616 SBA Certificate of Competency 13 CFR 125.5 Service-Disabled Veteran 13 CFR 125.15(b) 8(a) and SDB Regulations 13 CFR 124.513 Small Disadvantaged Business 13 CFR 124.1002(f) WOSB Program 13 CFR 127 SBA Prime Contracting 13 CFR 125.2 SBA Subcontracting 13 CFR 125.3

Summary of CFR Regulations

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  • A. SBA Government Contracting Area Offices
  • 1. SBA Procurement Center Representatives (PCRs)
  • 2. SBA Commercial Market Representatives (CMRs)
  • B. SBA District Offices
  • 1. Business Opportunity Specialists (BOS)
  • C. SBA Regional Offices
  • D. SBA Headquarters

Types of SBA Contacts and Offices

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SBA Government Contracting Areas at hyperlink: https://www.sba.gov/content/pcr-directory

Six SBA Government Contracting Areas

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Link to district offices at: http://www.sba.gov/about-offices-list/3

SBA Quick Reference – SBA Regional and District Offices

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To locate SBA 8(a) business development servicing office, check Dynamic Small Business Search at the link: http://dsbs.sba.gov/dsbs/search/dsp_dsbs.cfm and then local resources at the link http://www.sba.gov/tools/local- assistance/districtoffices.

SBA Quick Reference - SBA District Offices, cont.

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  • 1. HUBZone status protests

FAR 19.306 13 CFR 126.801

  • 2. NAICS code appeal

FAR 19.30 3 13 CFR 121.1103

  • 3. Non-manufacturer rule waivers

FAR 19.102(f)(1)-(7) 13 CFR 121.1204

  • 4. SDVOSB status protest

FAR 19.307 13 CFR 125.23

  • 5. WOSB Program status protest

FAR 19.308 13 CFR 1275.600

SBA Quick Reference - SBA Headquarters

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Find your PCR at https://www.sba.gov/content/pcr-directory

How to Locate a Procurement Center Representative

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