Women-Owned Small Business (WOSB) Federal Contract Program

1. Women-Owned Small Business (WOSB)Federal Contract Program

2. Topics for discussion • Overview of the WOSB program • FAR Implementation • WOSB Presentations • WOSB Repository • WOSB & EDWOSB OMB Form • Third Party Certifiers • Q&A

3. . WOSB Federal Contract Program WOSB • Firm must be at least fifty-one percent owned and controlled by one or more women, and primarily managed by one or more women. • Firm must be considered small according to SBA size standards. • Woman/Women must be U.S. Citizens • Economically Disadvantaged WOSB • Plus • Net Worth must be less than $750,000 • Income not exceeding $350,000 • Assets not exceeding $6 million

4. WOSB Federal Contract Program Establishes eighty-three four-digit North American Industry Classification System (NAICS) Codes (373 6-Digit NAICS Codes) 216 Underrepresented 157 Substantially Underrepresented 373 6 digit NAICS codes List at www.sba.gov/wosb

5. WOSB Federal Contract Program CERTIFICATIONS • Self Certification • With documentation • WOSB Program Repository • 3rd Party Certifiers • 8(a) Women-Owned Program Participants • Others entities that SBA approve (future)

6. Overview of Women-Owned Small Business program • Impact of this program • Levels the playing field for WOSBs to compete for and win federal contracts • Provides procuring agencies a tool to help meet their WOSB contracting goal (i.e., the Federal government must award 5% of its prime contracting dollars to WOSBs) • Ultimately, the program helps create and retain more jobs for WOSBs • Program overview • 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)

7. WOSB Federal Contract Program Contracting Officer’s Responsibilities • Reasonable Expectation of 2 or More Offers by WOSBs • Anticipated Award Price must not exceed: • $6.5M – Manufacturing • $4M – All other • (May be increased for inflation)

8. WOSB Federal Contract Program Contracting Officer’s Responsibility • Must check that WOSBs must have proper certification in ORCA • Must Certify he/she checked the WOSB repository that all required documents are in the system (including certifications by 3rd Party certifiers) • WOSBs will give Contracting Officers 30 days authorization to review repository documents

9. Topics for discussion • Overview of the WOSB program • FAR Implementation • WOSB Presentations • WOSB Repository • WOSB & EDWOSB OMB Form • Third Party Certifiers • Q&A

10. FAR Implementation • Let the contracts begin! • Federal Acquisition Circular Published in the Federal Register April 1 • Effective Date: April 1, 2011 • Increased Threshold from $5M to $6.5M for manufacturing contracts & $3M to $4M for all others • ORCA & CCR Blocks updated this past weekend

11. TOPICS FOR DISCUSSION • Overview of the WOSB program • FAR Implementation • WOSB Presentations • WOSB Repository • WOSB & EDWOSB OMB Forms • Q&A

12. WOSB Presentations • Updated • Effective Date: April 1 • Increased Thresholds ($6.5M & $4M) • On www.sba.gov/wosb • Under “Getting Started” and “Click Here”

13. Topics for discussion • Overview of the WOSB program • FAR Implementation • WOSB Presentations • WOSB Repository • WOSB & EDWOSB OMB Form • Third Party Certifiers • Q&A

14. WOSB Repository • Cannot Delete anything from the Repository • No Processing Centers for WOSB • SBA Employees will NOT be given access to the Repository • Privacy and Security Issues • WOSB Repository Guides & Screen Shots now available • For Businesses • For Contracting Officers

15. User Manual for Women-Owned Small Businesses: How to use GLS andthe WOSB Program Repository February 2011

16. First You Must Login Into GLS General Login System Web Address: https://eweb.sba.gov/gls/ Enter your Information and hit “Login” If you do not have a GLS account, click here for instructions on how to get an account

17. Then, accept the Terms and Conditions Click “OK”

18. In GLS, You Must Request Access to WOSB Repository Click Access to gain entry to WOSB Repository

19. Requesting Access to the WOSB Repository (cont’d) Click WOSBPR Make sure “Business Owner” is selected and your company will be listed by its DUNS Number Click Submit

20. The Repository will now be available as one of your Currently Available Applications Click WOSBPR to enter the repository

21. Using the WOSBPR Click “Help” for additional help features Read Disclaimer and Directions on how to use WOSBPR

22. How to Upload Documents Click “Upload” to upload new documents

23. How to Upload and Categorize Documents Click “Tips” for additional help Click “Add file(s)” to upload new documents. Note that only .pdf or .zip files are accepted

24. How to Upload and Categorize Documents (cont’d) Select which kind of document you are uploading Click “Upload file(s)” when all documents have been selected

25. Self-Certification:Required Documents to upload • Copies of birth certificates, Naturalization papers, or unexpired passports for owners who are women; • Copy of the joint venture agreement, if applicable; • For limited liability companies: • Articles of organization (also referred to as certificate of organization or articles of formation) and any amendments; and • Operating agreement, and any amendments; • For corporations: • Articles of incorporation and any amendments; • By-laws and any amendments; • All issued stock certificates, including the front and back copies, signed in accord with the by-laws; • Stock ledger; and • Voting agreements, if any; • For partnerships, the partnership agreement and any amendments; • The assumed/fictitious name (doing business as) certificate(s); and • A copy of the WOSB Program Certification – WOSBs only. • For EDWOSBs, in addition to the above, SBA Form 413, Personal Financial Statement, available to the public at http://www.sba.gov/tools/Forms/index.html, for each woman claiming economic disadvantage and a copy of the WOSB Program Certification – EDWOSBs instead of the WOSB Program Certification –WOSBs.

26. 3rd Party Certification:Required Documents to upload • A copy of the Third Party Certification to the WOSB Program Repository prior to initial offer. (SBA has NOT approved any Certifiers to date). • A copy of the joint venture agreement, if applicable to the requirement. • A signed copy of the Women-Owned Small Business Program Certification (WOSB or EDWOSB). • Any additional documents as requested by SBA in writing that are necessary to satisfy the WOSB Program requirements in the event of a program examination or protest. **NOTE: The repository should be updated anytime your documents are amended or updated.

27. How to View Your Uploaded Documents Business View allows you to see all your uploaded documents Click on your business to see your documents

28. How to View Your Uploaded Documents (cont’d) Documents that you have uploaded.

29. How to Authorize Access to a Contracting Officer Click “Authorize” button Fill in blue boxes in order to authorize a contracting officer to view your uploaded documents, then click “Authorize” Note that if you do not see your contracting officer, inform them that they must register

30. How to use Solicitation View Click “Solicitation View” to see your solicitations

31. For More Information • Visit www.sba.gov/wosb • View the compliance guide • Contact SBA answer desk: • 1-800-U-ASK-SBA (1-800-827-5722)Answer Desk TTY: (704) 344-6640 [Spanish]Email: wosb@sba.gov • Visit Local Resources • Small Business District OfficesFind your local office at: http://www.sba.gov/about-offices-list/2 • Women’s Business CentersFind your local center at: http://www.sba.gov/content/womens-business-centers • Small Business Development CentersFind your local center at: http://www.asbdc-us.org/ • Procurement Technical Assistance CentersFind your local center at: http://www.aptac-us.org/new/

32. Topics for discussion • Overview of the WOSB program • FAR Implementation • WOSB Presentations • WOSB Repository • WOSB & EDWOSB OMB Form • Third Party Certifiers • Q&A

33. WOSB & EDWOSB OMB Form • OMB Approved Forms for WOSB & EDWOSB 3245-0374 • Cannot be easily changed (OMB Approval required) • Cannot tell WOSBs how to answer the forms • Advise to fill out then explain in comment section

34. Topics for discussion • Overview of the WOSB program • FAR Implementation • WOSB Presentations • WOSB Repository • WOSB & EDWOSB OMB Form • Third Party Certifiers • Resources and Q&A

35. Third Party Certifiers • SBA Still Reviewing applications • Expect announcement by the end of the Third Quarter

36. Topics for discussion • Overview of the WOSB program • FAR Implementation • WOSB Presentations • WOSB Repository • WOSB & EDWOSB OMB Form • Third Party Certifiers • Q&A

37. Q&A • Visit our website: www.sba.gov/wosb • You will find the latest information about the program on this site • Fact Sheet • Frequently Asked Questions • NAICS codes for the program • Small Entities Compliance Guide • Call the SBA Answer Desk: 1-800-U-ASK-SBA (1-800-827-5722) • Email: wosb@sba.gov Questions?